Civic Intelligence

Lake Harriet Community School PTA

990 • Fiscal year 2021 • EIN 41-1399811

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 27, 2021

4912 Vincent Avenue SouthMinneapolis, MN 55410

(612) 668-3310

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

8th percentile

-83%

Higher net margin than 8% 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

9th percentile

-47%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

15th percentile

-56%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$89,425

Down $80,011 (-47%) from 2020

Net Assets

Down

$89,425

Down $80,011 (-47%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$95,991

Down $121,348 (-56%) from 2020

Expenses

Down

$176,090

Down $25,750 (-13%) from 2020

Net Income

Down

-$80,099

Down $95,598 (-617%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $161,861Liabilities 2011: $0Net Assets 2011: $161,8612011Assets 2012: $173,498Liabilities 2012: $0Net Assets 2012: $173,4982012Assets 2013: $192,661Liabilities 2013: $0Net Assets 2013: $192,6612013Assets 2014: $212,406Liabilities 2014: $0Net Assets 2014: $212,4062014Assets 2015: $205,080Liabilities 2015: $0Net Assets 2015: $205,0802015Assets 2016: $164,798Liabilities 2016: $0Net Assets 2016: $164,7982016Assets 2017: $165,583Liabilities 2017: $0Net Assets 2017: $165,5832017Assets 2018: $183,112Liabilities 2018: $0Net Assets 2018: $183,1122018Assets 2019: $153,937Liabilities 2019: $0Net Assets 2019: $153,9372019Assets 2020: $169,436Liabilities 2020: $0Net Assets 2020: $169,4362020Assets 2021: $89,425Liabilities 2021: $0Net Assets 2021: $89,4252021Assets 2022: $152,472Liabilities 2022: $0Net Assets 2022: $152,4722022Assets 2023: $170,424Liabilities 2023: $0Net Assets 2023: $170,4242023Assets 2024: $232,708Liabilities 2024: $0Net Assets 2024: $232,7082024Assets 2025: $227,672Liabilities 2025: $0Net Assets 2025: $227,6722025

Highlighted filing

2021

Assets$89,425
Liabilities$0
Net Assets$89,425

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $148,413Expenses 2011: $117,931Net Income 2011: $30,4822011Revenue 2012: $136,035Expenses 2012: $124,399Net Income 2012: $11,6362012Revenue 2013: $135,218Expenses 2013: $116,055Net Income 2013: $19,1632013Revenue 2014: $166,356Expenses 2014: $146,740Net Income 2014: $19,6162014Revenue 2015: $167,793Expenses 2015: $175,619Net Income 2015: -$7,8262015Revenue 2016: $189,208Expenses 2016: $229,491Net Income 2016: -$40,2832016Revenue 2017: $219,296Expenses 2017: $218,511Net Income 2017: $7852017Revenue 2018: $238,688Expenses 2018: $221,162Net Income 2018: $17,5262018Revenue 2019: $220,735Expenses 2019: $249,876Net Income 2019: -$29,1412019Revenue 2020: $217,339Expenses 2020: $201,840Net Income 2020: $15,4992020Revenue 2021: $95,991Expenses 2021: $176,090Net Income 2021: -$80,0992021Revenue 2022: $164,083Expenses 2022: $112,593Net Income 2022: $51,4902022Revenue 2023: $154,241Expenses 2023: $136,289Net Income 2023: $17,9522023Revenue 2024: $163,629Expenses 2024: $101,345Net Income 2024: $62,2842024Revenue 2025: $167,650Expenses 2025: $172,686Net Income 2025: -$5,0362025

Highlighted filing

2021

Revenue$95,991
Expenses$176,090
Net Income-$80,099
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 27, 2021
Return Version
2020v4.0
Gross Receipts
$138,658
Mission and Program Overview

Mission

Educational organization - this corporation is organized and shall be operated exclusively for charitable and educational purposes, and in connection therewith exclusively for the benefit of, to support the functions of, and to assist in carrying out the purpose of lake harriet community school, minneapolis, mn.

Education organization - this corporation is organized and shall be operated exclusively for charitable and educational purposes, and exclusively for the benefit of, to support the functions of, and to assist in carrying out the purposes of lake harriet community school of minneapolis, minnesota.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$49,804$49,804→ $0
Cash and Non-Interest-Bearing Accounts$119,632$39,621▼ $80,011
Total Assets$169,436$89,425▼ $80,011
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$169,436$89,425▼ $80,011
Total Net Assets Fund Balance$169,436$89,425▼ $80,011
Total Liabilities and Net Assets / Fund Balance$169,436$89,425▼ $80,011
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anne ThielenPresident
Kate KerfootPresident -
Nikki NiermannFundraising
Angie NessPrincipal
Walter SchleismanPrincipal Up
Melissa TaneySecretary
Claire BryanTreasurer
Chad EricksonTreasurer -
Revenue and Support

Revenue Composition

Contributions and Grants
$16,997
Program Service Revenue
$0
Investment Income
$49
Other Revenue
$78,945
All Other Contributions
$16,767
Change in Net Assets
$-80,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,724
Other Expenses$15,366
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,724--$160,724
Conferences and Meetings$5,754--$5,754
Fees for Services Other$4,003--$4,003
Fees for Services Accounting-$1,430-$1,430
Other Expenses$2,259$961-$961
Office Expenses-$809-$809
Insurance-$150-$150
Total Functional Expenses$172,740$3,350$0$176,090
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lake Harriet Community SchoolMinneapolis, MN501c3-$160,724
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,612
Fundraising Direct Expenses$42,667
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon - D$102,467$102,467$37,822$64,645
Carnival Income$12,272$12,272$2,842$9,430
Total Events$119,839$119,839$40,664$79,175
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

YES.

Form 990, Page 6, Part VI, Line 7A

ELECTED BY MEMBERS.

Form 990, Page 6, Part VI, Line 11B

Prepared by cpa firm reviewed by board members.

Form 990, Page 6, Part VI, Line 12C

EXISTS.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Lake Harriet Community School Pta
EIN
41-1399811
Phone
6126683310
Address
4912 VINCENT AVENUE SOUTH, MINNEAPOLIS, MN 55410

Signing Officer

Name
Claire Bryan
Title
Treasurer
Signed
2021-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Thielen
Formed
2001
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
12

Preparer

Firm
Cummings Keegan & Co Pllp
Address
600 HIGHWAY 169 SOUTH STE 1625, ST LOUIS PARK, MN 55426-1209
Preparer
Jennifer Gostovic
Phone
9523452500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Educational organization - this corporation is organized and shall be operated exclusively for charitable and educational purposes, and in connection therewith exclusively for the benefit of, to support the functions of, and to assist in carrying out the purpose of lake harriet community school, minneapolis, mn.

Form 990, Page 2, Part III, Line 4D

See schedule o, statement 2

Raw XML Appendix376 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0261191
IRS990ScheduleA/Total509Grp/TotalAmt01374796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0138658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0306184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0332429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0337301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0261243
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01375815
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040664
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON - D
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0102467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0119839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0102467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0119839
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt079175
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040664
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037822
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02842
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0160724
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LAKE HARRIET COMMUNITY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0410851980
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04030 CHOWEN AVE S
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MINNEAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055410
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BY WORKING WITH LAKE HARRIET COMMUNITY SCHOOL, THE PTA IS ABLE TO DIRECTLY OBSERVE THE IMPACTS OF ITS GRANTS. IN ADDITION, BECAUSE LAKE HARRIET COMMUNITY SCHOOL ADMINISTREATIVE PERSONNEL AND TEACHERS ARE ON THE BOARD OF THE PTA, THE BOARD HAS FIRST HAND KNOWLEDGE OF HOW ITS GRANTS ARE BEING SPENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATIONAL ORGANIZATION - THIS CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, AND IN CONNECTION THEREWITH EXCLUSIVELY FOR THE BENEFIT OF, TO SUPPORT THE FUNCTIONS OF, AND TO ASSIST IN CARRYING OUT THE PURPOSE OF LAKE HARRIET COMMUNITY SCHOOL, MINNEAPOLIS, MN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE SCHEDULE O, STATEMENT 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ELECTED BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PREPARED BY CPA FIRM REVIEWED BY BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0169436
IRS990/TotalAssetsEOYAmt089425
IRS990/TotalAssetsGrp/BOYAmt0169436
IRS990/TotalAssetsGrp/EOYAmt089425
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016997
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03350
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0172740
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176090
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0169436
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt089425
IRS990/TotalProgramServiceExpensesAmt0172740
IRS990/TotalRevenueGrp/ExclusionAmt049
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt095991
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0169436
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt089425
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0LAKEHARRIET.MPLS.K12.MN.US
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE BRYAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE HARRIET COMMUNITY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0411399811
ReturnHeader/Filer/PhoneNum06126683310
ReturnHeader/Filer/USAddress/AddressLine1Txt04912 VINCENT AVENUE SOUTH
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055410
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411227298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUMMINGS KEEGAN & CO PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 HIGHWAY 169 SOUTH STE 1625
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554261209
ReturnHeader/PreparerPersonGrp/PhoneNum09523452500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER GOSTOVIC
ReturnHeader/ReturnTs02021-11-10T08:23:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLAIRE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRYAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$1.68$1.73$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$1.64$1.01$0.62
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$1.54$1.36$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$1.64$1.13$0.51
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.96$1.76$0.80
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$2.17$2.02$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$2.21$2.50$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$2.39$2.21$0.18
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.66$0.00$1.66$2.19$2.19$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$1.89$2.29$0.40
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$1.68$1.76$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$1.66$1.47$0.20
2013Summary only. Only limited summary data is available for this year.$1.93$0.00$1.93$1.35$1.16$0.19
2012Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$1.36$1.24$0.12
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$1.62$1.48$1.18$0.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits