Southview PTO

990EZ • Fiscal year 2016 • EIN 32-0089713

Sep 01, 2015 to Aug 31, 2016 • Filed on Sep 27, 2016

Organization Profile N/A

Refreshing map…

225 W 4th StWaconia, MN 55387

(952) 240-4748

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

5.0%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

11%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

16%

Faster revenue growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$33,235

Up $3,175 (+11%) from 2015

Net Assets

$33,235

Up $3,175 (+11%) from 2015

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin54th percentile

Revenue

$63,108

Up $8,741 (+16%) from 2015

Expenses

$59,933

Up $19,846 (+50%) from 2015

Net Income

Down

$3,175

Down $11,105 (-78%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2016

Assets$33,235

Liabilities-

Net Assets$33,235

Open 2016 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2016

Revenue$63,108

Expenses$59,933

Net Income$3,175

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2015 to Aug 31, 2016
Signed: Sep 27, 2016
Return Version: 2015v2.1
Gross Receipts: $74,171

Mission and Program Overview

Mission

To provide support for the teachers and to enhance the education and the learning environment for the children attending southview elementary school.

Program Services

Description	Grants	Expenses
WE SPONSORED TWO MAIN FUNDRAISERS. IN THE FALL OUR FIT-A-THON RAISED MONEY THROUGH PLEDGES, WHILE ENCOURAGING THE CHILDREN TO STAY FIT AND MAKE HEALTHY CHOICES. MONEY RAISED WAS USED FOR CLASSROOM TECHNOLOGY. OUR SECOND FUNDRAISER WAS OUR PARENTS' NIGHT OUT AND AUCTION IN THE SPRING. THE MONEY RAISED WAS USED FOR STUDY ISLAND, ACCELERATED READING AND TECHNOLOGY FOR THE CLASSROOMS.	-	$59,933

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DEANNA ELDRED	Secretary	-	$0	-	-
JILL DERNER	Treasurer	-	$0	-	-
TARA KOOSMAN	President	-	$0	-	-
ANGELA CRUZEN	Vice Preside	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Fit-a-thon	$41,220	$41,220	$1,279	$39,941
Parents Night O	$12,981	$12,981	$2,118	$10,863
Total Events	$64,233	$64,233	$8,428	$55,805

Filing and Contact Details

Filer

Filer Name: Southview Pto
EIN: 32-0089713
Phone: 9522404748
Address: 225 W 4TH ST, WACONIA, MN 55387

Signing Officer

Name: Tara Koosman
Title: President
Phone: 9522404748
Signed: 2016-09-27
Discuss with paid preparer: Yes

Preparer

Firm: Schad Lindstrand & Schuth Ltd
Address: 1721 10TH ST E, GLENCOE, MN 55336
Preparer: Mona M Platt CPA
Phone: 3208646166

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses information technology 22,000 kinder-mixer 265 miscellaneous 590 residencies 5,704 facilities & equipment 1,179 parent resources 513 labels for education 10 administration 4,661 child care 50 laketown 1,068 olympic year 2,102 outdoor learning 6,569 safety and recess equip 467 school boundary 8,550 school events 5,988 staff appreciation 191 total 59,907”

Form 990-ez, Part III

“To provide support for the teachers and to enhance the education and the learning environment for the children attending southview elementary school.”

Form 990-ez, Part III, Line 28

“We sponsored two main fundraisers. In the fall our fit-a-thon raised money through pledges, while encouraging the children to stay fit and make healthy choices. Money raised was used for classroom technology. Our second fundraiser was our parents' night out and auction in the spring. The money raised was used for study island, accelerated reading and technology for the classrooms.”

Raw XML Appendix164 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9524424942
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	TARA KOOSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	ANGELA CRUZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	VICE PRESIDE
IRS990EZ/OperateHospitalInd	0	false
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IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	59907
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE SUPPORT FOR THE TEACHERS AND TO ENHANCE THE EDUCATION AND THE LEARNING ENVIRONMENT FOR THE CHILDREN ATTENDING SOUTHVIEW ELEMENTARY SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt	0	26
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	WE SPONSORED TWO MAIN FUNDRAISERS. IN THE FALL OUR FIT-A-THON RAISED MONEY THROUGH PLEDGES, WHILE ENCOURAGING THE CHILDREN TO STAY FIT AND MAKE HEALTHY CHOICES. MONEY RAISED WAS USED FOR CLASSROOM TECHNOLOGY. OUR SECOND FUNDRAISER WAS OUR PARENTS' NIGHT OUT AND AUCTION IN THE SPRING. THE MONEY RAISED WAS USED FOR STUDY ISLAND, ACCELERATED READING AND TECHNOLOGY FOR THE CLASSROOMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	59933
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	11063
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	58821
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	59933
IRS990EZ/TotalProgramServiceExpensesAmt	0	59933
IRS990EZ/TotalRevenueAmt	0	63108
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd	0	true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd	0	true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ParentSupportedOrgInd	0	X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd	0	true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd	0	true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd	0	true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	THE SUPPORTED ORGANIZATION (TAXPAYER) HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S (SOUTHVIEW ELEMENTARY SCHOOL ISD 110) INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	1	THE ORGANIZATION (SOUTHVIEW ELEMENTARY SCHOOL ISD 110) HAS THE POWER TO APPOINT OR ELECT OFFICERS OF THE SUPPORTED ORGANIZATION (TAXPAYER)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	2	THE ORGANIZATION (SOUTHVIEW ELEMENTARY SCHOOL ISD 110) EXERCISE A SUBSTANTIAL DEGREE OF DIRECTION OVER THE SUPPORTED ORGANIZATION (TAXPAYER)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	PART IV, SECTION D, LINE 3
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	2	PART IV, SECTION E, LINE 3B
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	SOUTHVIEW ELEMENTARY SCHOOL ISD 110
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt	0	SOUTHVIEW ELEMENTARY SCHOOL ISD 110
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	FIT-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	PARENTS NIGHT O
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	41220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	12981
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	41220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	12981
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	10032
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	55805
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	8428
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	1279
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	2118
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES INFORMATION TECHNOLOGY 22,000 KINDER-MIXER 265 MISCELLANEOUS 590 RESIDENCIES 5,704 FACILITIES & EQUIPMENT 1,179 PARENT RESOURCES 513 LABELS FOR EDUCATION 10 ADMINISTRATION 4,661 CHILD CARE 50 LAKETOWN 1,068 OLYMPIC YEAR 2,102 OUTDOOR LEARNING 6,569 SAFETY AND RECESS EQUIP 467 SCHOOL BOUNDARY 8,550 SCHOOL EVENTS 5,988 STAFF APPRECIATION 191 TOTAL 59,907
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	TO PROVIDE SUPPORT FOR THE TEACHERS AND TO ENHANCE THE EDUCATION AND THE LEARNING ENVIRONMENT FOR THE CHILDREN ATTENDING SOUTHVIEW ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	WE SPONSORED TWO MAIN FUNDRAISERS. IN THE FALL OUR FIT-A-THON RAISED MONEY THROUGH PLEDGES, WHILE ENCOURAGING THE CHILDREN TO STAY FIT AND MAKE HEALTHY CHOICES. MONEY RAISED WAS USED FOR CLASSROOM TECHNOLOGY. OUR SECOND FUNDRAISER WAS OUR PARENTS' NIGHT OUT AND AUCTION IN THE SPRING. THE MONEY RAISED WAS USED FOR STUDY ISLAND, ACCELERATED READING AND TECHNOLOGY FOR THE CLASSROOMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TARA KOOSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9522404748
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SOUTHVIEW PTO
ReturnHeader/Filer/BusinessNameControlTxt	0	SOUT
ReturnHeader/Filer/EIN	0	320089713
ReturnHeader/Filer/PhoneNum	0	9522404748
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	225 W 4TH ST
ReturnHeader/Filer/USAddress/CityNm	0	WACONIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MN
ReturnHeader/Filer/USAddress/ZIPCd	0	55387
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	411465735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SCHAD LINDSTRAND & SCHUTH LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1721 10TH ST E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GLENCOE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	55336
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3208646166
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MONA M PLATT CPA
ReturnHeader/ReturnTs	0	2016-10-20T09:37:57-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-09-01
ReturnHeader/TaxPeriodEndDt	0	2016-08-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $33,235
Liabilities: -
Net assets: $33,235
Revenue: $63,108
Expenses: $59,933
Net income: $3,175

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$33.8		$33.8	$65.5	$70.7	$5.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$18.7		$18.7	$49.4	$77.2	$27.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$46.5	$0.00	$46.5	$31.8	$32.5	$0.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$47.2		$47.2	$43.8	$18.2	$25.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$21.6		$21.6	$58.1	$48.2	$9.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$11.7		$11.7	$38.1	$54.4	$16.4
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$28.1		$28.1	$52.6	$57.8	$5.17
2016Detailed filing. Detailed filing data is available for this year.	$33.2		$33.2	$63.1	$59.9	$3.18
2015Detailed filing. Detailed filing data is available for this year.	$30.1		$30.1	$54.4	$40.1	$14.3
2014Detailed filing. Detailed filing data is available for this year.	$15.8		$15.8	$55.8	$60.8	$5.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$20.8		$20.8	$63.6	$60.4	$3.21