Civic Intelligence

Southview PTO

990EZ • Fiscal year 2021 • EIN 32-0089713

Sep 01, 2020 to Aug 31, 2021 • Filed on Jul 15, 2022

225 West 4th StWaconia, MN 55387

(952) 442-0620

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

32nd percentile

-2.2%

Higher net margin than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

37th percentile

-1.5%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-27%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$46,514

Down $686 (-1.5%) from 2020

Net Assets

Down

$46,514

Down $686 (-1.5%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$31,813

Down $11,993 (-27%) from 2020

Expenses

Up

$32,499

Up $14,251 (+78%) from 2020

Net Income

Down

-$686

Down $26,244 (-103%) from 2020

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

2021

Assets$46,514
Liabilities$0
Net Assets$46,514

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

2021

Revenue$31,813
Expenses$32,499
Net Income-$686
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jul 15, 2022
Return Version
2020v4.2
Gross Receipts
$32,804
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.

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

Program Services

DescriptionGrantsExpenses
WE SPONSORED ONE MAIN FUNDRAISER. IN THE FALL OUR FIT-A-THON RAISED MONEY THROUGH PLEDGES, WHILE ENCOURGING TEH STUDENTS TO STAY FIT AND MAKE HEALTHY CHOICES. MONEY RAISED WAS USED FOR CLASSROOM EQUIPMENT AND TECHNOLOGY.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL STINEMANPresident - Outgoing-$0--
LIZ AUNEPresident - Incoming-$0--
JAYME MILLERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fit-a-thon$32,239$32,239$991$31,248
Total Events$32,239$32,239$991$31,248
Filing and Contact Details

Filer

Filer Name
Southview Pto
EIN
32-0089713
Phone
9524420620
Address
225 WEST 4TH ST, WACONIA, MN 55387

Signing Officer

Name
Liz Aune
Title
President
Phone
9524420620
Signed
2022-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Drazan Henke and Associates Pllc
Address
544 BAVARIA LANE, CHASKA, MN 55318
Preparer
Jayme Miller
Phone
9524484220
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: administration. Amount: 188. Description: facilities & equipment. Amount: 19,374. Description: outdoor learning. Amount: 2,492. Description: residencies. Amount: 4,750. Description: staff appreciation. Amount: 2,804. Description: school events. Amount: 2,891. Total to form 990-ez, line 16: 32,499.

Raw XML Appendix168 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAYME MILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum09524420620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 WEST 4TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WACONIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055387
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IRS990EZ/GrossReceiptsAmt032804
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047200
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046514
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046514
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JILL STINEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LIZ AUNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAYME MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT - OUTGOING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT - INCOMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt032499
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR THE TEACHERS AND TO ENHANCE THE EDUCATION AND THE LEARNING ENVIRONMENT FOR THE CHILDREN ATTENDING SOUTVIEW ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE SPONSORED ONE MAIN FUNDRAISER. IN THE FALL OUR FIT-A-THON RAISED MONEY THROUGH PLEDGES, WHILE ENCOURGING TEH STUDENTS TO STAY FIT AND MAKE HEALTHY CHOICES. MONEY RAISED WAS USED FOR CLASSROOM EQUIPMENT AND TECHNOLOGY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0991
IRS990EZ/SpecialEventsNetIncomeLossAmt031813
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032499
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt031813
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ParentSupportedOrgInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
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) EXCERISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE SUPPORTED ORGANIZATION (TAXPAYER).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3 - ROLE OF SUPPORTED ORGANIZATIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 3A - APPOINT/ELECT OFFICERS FOR EAC
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 3B - EXERCISED DIRECTION OVER EACH
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt032499
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHVIEW ELEMENTARY SCHOOL ISD #110
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt032499
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0991
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FIT-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032239
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031248
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0991
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATION. AMOUNT: 188. DESCRIPTION: FACILITIES & EQUIPMENT. AMOUNT: 19,374. DESCRIPTION: OUTDOOR LEARNING. AMOUNT: 2,492. DESCRIPTION: RESIDENCIES. AMOUNT: 4,750. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 2,804. DESCRIPTION: SCHOOL EVENTS. AMOUNT: 2,891. TOTAL TO FORM 990-EZ, LINE 16: 32,499.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LIZ AUNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09524420620
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHVIEW PTO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0320089713
ReturnHeader/Filer/PhoneNum09524420620
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 WEST 4TH ST
ReturnHeader/Filer/USAddress/CityNm0WACONIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055387
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200188549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DRAZAN HENKE AND ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0544 BAVARIA LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHASKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055318
ReturnHeader/PreparerPersonGrp/PhoneNum09524484220
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYME MILLER
ReturnHeader/ReturnTs02022-07-15T15:27:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LIZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AUNE
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

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Filings