Civic Intelligence

Orono Elementary PTO

990EZ • Fiscal year 2019 • EIN 41-1777333

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

765 Old Crystal Bay RoadLong Lake, MN 55356

(952) 449-8484

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$85,596

Up $31,001 (+57%) from 2018

Net Assets

Up

$85,596

Up $31,001 (+57%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$137,216

Down $15,582 (-10%) from 2018

Expenses

Down

$106,215

Down $67,662 (-39%) from 2018

Net Income

Up

$31,001

Up $52,080 (+247%) from 2018

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $39,852Liabilities 2011: $0Net Assets 2011: $39,8522011Assets 2012: $53,078Liabilities 2012: $0Net Assets 2012: $53,0782012Assets 2013: $66,897Liabilities 2013: $0Net Assets 2013: $66,8972013Assets 2014: $105,990Net Assets 2014: $105,9902014Assets 2015: $88,525Net Assets 2015: $88,5252015Assets 2016: $102,375Net Assets 2016: $102,3752016Assets 2017: $75,674Net Assets 2017: $75,6742017Assets 2018: $54,595Net Assets 2018: $54,5952018Assets 2019: $85,596Net Assets 2019: $85,5962019Assets 2020: $137,465Net Assets 2020: $137,4652020Assets 2021: $55,717Net Assets 2021: $55,7172021Assets 2022: $111,926Net Assets 2022: $111,9262022Assets 2023: $135,821Liabilities 2023: $0Net Assets 2023: $135,8212023Assets 2024: $128,492Liabilities 2024: $0Net Assets 2024: $128,4922024Assets 2025: $104,730Liabilities 2025: $0Net Assets 2025: $104,7302025

Highlighted filing

2019

Assets$85,596
Liabilities-
Net Assets$85,596

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $158,7612011Revenue 2012: $142,332Expenses 2012: $129,106Net Income 2012: $13,2262012Expenses 2013: $130,6922013Revenue 2014: $166,854Expenses 2014: $127,761Net Income 2014: $39,0932014Revenue 2015: $156,289Expenses 2015: $173,754Net Income 2015: -$17,4652015Revenue 2016: $151,987Expenses 2016: $138,138Net Income 2016: $13,8492016Revenue 2017: $145,765Expenses 2017: $172,466Net Income 2017: -$26,7012017Revenue 2018: $152,798Expenses 2018: $173,877Net Income 2018: -$21,0792018Revenue 2019: $137,216Expenses 2019: $106,215Net Income 2019: $31,0012019Revenue 2020: $168,288Expenses 2020: $116,419Net Income 2020: $51,8692020Revenue 2021: $11,679Expenses 2021: $93,427Net Income 2021: -$81,7482021Revenue 2022: $150,502Expenses 2022: $94,293Net Income 2022: $56,2092022Revenue 2023: $128,894Expenses 2023: $104,999Net Income 2023: $23,8952023Revenue 2024: $124,883Expenses 2024: $132,212Net Income 2024: -$7,3292024Revenue 2025: $136,655Expenses 2025: $160,417Net Income 2025: -$23,7622025

Highlighted filing

2019

Revenue$137,216
Expenses$106,215
Net Income$31,001
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$151,729
Mission and Program Overview

Mission

Enriching elementary children's education

Program Services

DescriptionGrantsExpenses
EDUCATION & CURRICULUM ENHANCEMENT: INCLUDES FUNDING OF ART ADVENTURE, BOOKROOMS, STUDENT PUBLISHING CENTER, SPEAKERS, CHALLENGE PROGRAMS, ENVIROMENT EDUCATION, STEM SUPPORT, MUSIC, ETC..$69,633$69,633
CLASSROOM CELEBRATIONS, CLASSROOM ACTIVITY FUNDING, PARENT HOSPITALITY, TEACHER GRANTS (FULL-TIME TEACHERS GET 150, PART-TIME TEACHERS GET 75)$31,965$31,965
SCHOOL FIELD TRIPS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE HOLLERMANSecretary-$0--
NATALIE WILLIAMSTreasurer-$0--
ELIZABETH RICEPresident-$0--
BETH WATKINSVice Secreta-$0--
KATHLEEN VOSSENVice Treasur-$0--
MELANIE HERRERAVice Preside-$0--
ROBIN GIPSONImmediate Pa-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$81,980$81,980$3,638$78,342
Carnival/s. Auc$53,488$53,488$9,940$43,548
Total Events$151,333$151,333$14,513$136,820
Filing and Contact Details

Filer

Filer Name
Orono Elementary Pto
EIN
41-1777333
Phone
9524498484
Address
765 OLD CRYSTAL BAY ROAD, LONG LAKE, MN 55356

Signing Officer

Name
Elizabeth Rice
Title
President
Phone
9524498484
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Joshua G Holland CPA Ltd
Address
5234 BARTHEL INDUSTRIAL DR STE 101, ALBERTVILLE, MN 55301
Preparer
Joshua Holland
Phone
7634973190
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: orono school district 278 address: 765 old crystal bay road long lake, mn 55356 cash contribution: 31,965 name: orono school district 278 address: 765 old crystal bay road long lake, mn 55356 cash contribution: 69,633

Form 990-ez, Part I, Line 16

Expenses web site 841 office 893 insurance 560 paypal fees 2,323 total 4,617

Raw XML Appendix178 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/OfficerDirectorTrusteeEmplGrp/TitleTxt6IMMEDIATE PA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt04617
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IRS990EZ/PrimaryExemptPurposeTxt0ENRICHING ELEMENTARY CHILDREN'S EDUCATION
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOM CELEBRATIONS, CLASSROOM ACTIVITY FUNDING, PARENT HOSPITALITY, TEACHER GRANTS (FULL-TIME TEACHERS GET 150, PART-TIME TEACHERS GET 75)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATION & CURRICULUM ENHANCEMENT: INCLUDES FUNDING OF ART ADVENTURE, BOOKROOMS, STUDENT PUBLISHING CENTER, SPEAKERS, CHALLENGE PROGRAMS, ENVIROMENT EDUCATION, STEM SUPPORT, MUSIC, ETC..
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ORONO SCHOOL DISTRICT 278 ADDRESS: 765 OLD CRYSTAL BAY ROAD LONG LAKE, MN 55356 CASH CONTRIBUTION: 31,965 NAME: ORONO SCHOOL DISTRICT 278 ADDRESS: 765 OLD CRYSTAL BAY ROAD LONG LAKE, MN 55356 CASH CONTRIBUTION: 69,633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEB SITE 841 OFFICE 893 INSURANCE 560 PAYPAL FEES 2,323 TOTAL 4,617
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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ReturnHeader/Filer/PhoneNum09524498484
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ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.37$1.60$0.24
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.25$1.32$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.29$1.05$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.51$0.94$0.56
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.12$0.93$0.82
2020Detailed filing. Detailed filing data is available for this year.$1.37$1.37$1.68$1.16$0.52
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.37$1.06$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.53$1.74$0.21
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.76$1.46$1.72$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.02$1.02$1.52$1.38$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.89$1.56$1.74$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.67$1.28$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$1.31
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$1.42$1.29$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$1.59