Civic Intelligence

Southview PTO

990EZ • Fiscal year 2017 • EIN 32-0089713

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 10, 2017

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.

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

24th percentile

-9.8%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$28,068

Down $5,167 (-16%) from 2016

Net Assets

Down

$28,068

Down $5,167 (-16%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$52,614

Down $10,494 (-17%) from 2016

Expenses

Down

$57,781

Down $2,152 (-3.6%) from 2016

Net Income

Down

-$5,167

Down $8,342 (-263%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $20,809Net Assets 2013: $20,8092013Assets 2014: $15,776Net Assets 2014: $15,7762014Assets 2015: $30,060Net Assets 2015: $30,0602015Assets 2016: $33,235Net Assets 2016: $33,2352016Assets 2017: $28,068Net Assets 2017: $28,0682017Assets 2018: $11,704Net Assets 2018: $11,7042018Assets 2019: $21,642Net Assets 2019: $21,6422019Assets 2020: $47,200Net Assets 2020: $47,2002020Assets 2021: $46,514Liabilities 2021: $0Net Assets 2021: $46,5142021Assets 2022: $18,696Net Assets 2022: $18,6962022Assets 2024: $33,828Net Assets 2024: $33,8282024

Highlighted filing

2017

Assets$28,068
Liabilities-
Net Assets$28,068

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $63,641Expenses 2013: $60,427Net Income 2013: $3,2142013Revenue 2014: $55,797Expenses 2014: $60,830Net Income 2014: -$5,0332014Revenue 2015: $54,367Expenses 2015: $40,087Net Income 2015: $14,2802015Revenue 2016: $63,108Expenses 2016: $59,933Net Income 2016: $3,1752016Revenue 2017: $52,614Expenses 2017: $57,781Net Income 2017: -$5,1672017Revenue 2018: $38,060Expenses 2018: $54,423Net Income 2018: -$16,3632018Revenue 2019: $58,134Expenses 2019: $48,195Net Income 2019: $9,9392019Revenue 2020: $43,806Expenses 2020: $18,248Net Income 2020: $25,5582020Revenue 2021: $31,813Expenses 2021: $32,499Net Income 2021: -$6862021Revenue 2022: $49,385Expenses 2022: $77,203Net Income 2022: -$27,8182022Revenue 2024: $65,461Expenses 2024: $70,704Net Income 2024: -$5,2432024

Highlighted filing

2017

Revenue$52,614
Expenses$57,781
Net Income-$5,167
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$65,000
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

DescriptionGrantsExpenses
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.-$57,781
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEANNA ELDREDSecretary-$0--
JILL DERNERTreasurer-$0--
TARA KOOSMANPresident-$0--
ANGELA CRUZENVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fit-a-thon$35,326$35,326$1,209$34,117
Parents Night O$14,477$14,477$3,604$10,873
Total Events$57,123$57,123$9,679$47,444
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
2017-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Sls
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 996 kinder-mixer 163 miscellaneous 2,316 residencies 8,847 facilities & equipment 34,975 parent resources 348 administration 500 child care 50 laketown -1,976 outdoor learning 4,985 safety and recess equip 968 school events 5,393 staff appreciation 216 total 57,781

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 Appendix165 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/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055387
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL DERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TARA KOOSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA CRUZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057781
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR THE TEACHERS AND TO ENHANCE THE EDUCATION AND THE LEARNING ENVIRONMENT FOR THE CHILDREN ATTENDING SOUTHVIEW ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE 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/ProgramServiceExpensesAmt057781
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012386
IRS990EZ/SpecialEventsNetIncomeLossAmt049054
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057781
IRS990EZ/TotalProgramServiceExpensesAmt057781
IRS990EZ/TotalRevenueAmt052614
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ParentSupportedOrgInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 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/ExplanationTxt1THE ORGANIZATION (SOUTHVIEW ELEMENTARY SCHOOL ISD 110) HAS THE POWER TO APPOINT OR ELECT OFFICERS OF THE SUPPORTED ORGANIZATION (TAXPAYER)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION (SOUTHVIEW ELEMENTARY SCHOOL ISD 110) EXERCISE A SUBSTANTIAL DEGREE OF DIRECTION OVER THE SUPPORTED ORGANIZATION (TAXPAYER)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 3A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 3B
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01209
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INFORMATION TECHNOLOGY 996 KINDER-MIXER 163 MISCELLANEOUS 2,316 RESIDENCIES 8,847 FACILITIES & EQUIPMENT 34,975 PARENT RESOURCES 348 ADMINISTRATION 500 CHILD CARE 50 LAKETOWN -1,976 OUTDOOR LEARNING 4,985 SAFETY AND RECESS EQUIP 968 SCHOOL EVENTS 5,393 STAFF APPRECIATION 216 TOTAL 57,781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE SUPPORT FOR THE TEACHERS AND TO ENHANCE THE EDUCATION AND THE LEARNING ENVIRONMENT FOR THE CHILDREN ATTENDING SOUTHVIEW ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WE 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TARA KOOSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09522404748
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHVIEW PTO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0320089713
ReturnHeader/Filer/PhoneNum09522404748
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 W 4TH ST
ReturnHeader/Filer/USAddress/CityNm0WACONIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055387
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ADE8CF643F52E56D638C440FFDEAC85EB1980206
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411465735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01721 10TH ST E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENCOE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055336
ReturnHeader/PreparerPersonGrp/PhoneNum03208646166
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONA M PLATT CPA
ReturnHeader/ReturnTs02017-12-20T15:17:34-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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