Civic Intelligence

Lincoln Elementry PTA

990EZ • Fiscal year 2016 • EIN 41-1825046

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

1961 6th StreetWhite Bear Lake, MN 55110-6899

(651) 653-2820

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

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

Asset Growth

90th percentile

84%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

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

Assets

Up

$54,663

Up $24,907 (+84%) from 2015

Net Assets

Up

$54,663

Up $24,907 (+84%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$48,859

Up $6,989 (+17%) from 2015

Expenses

Down

$23,952

Down $13,659 (-36%) from 2015

Net Income

Up

$24,907

Up $20,648 (+485%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $33,830Liabilities 2012: $02012Assets 2013: $49,235Liabilities 2013: $0Net Assets 2013: $49,2352013Assets 2014: $25,497Liabilities 2014: $0Net Assets 2014: $25,4972014Assets 2015: $29,756Liabilities 2015: $0Net Assets 2015: $29,7562015Assets 2016: $54,663Liabilities 2016: $0Net Assets 2016: $54,6632016Assets 2017: $57,668Liabilities 2017: $0Net Assets 2017: $57,6682017Assets 2018: $79,425Liabilities 2018: $0Net Assets 2018: $79,4252018

Highlighted filing

2016

Assets$54,663
Liabilities$0
Net Assets$54,663

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $31,224Expenses 2012: $25,972Net Income 2012: $5,2522012Revenue 2013: $36,967Expenses 2013: $21,562Net Income 2013: $15,4052013Revenue 2014: $31,550Expenses 2014: $55,288Net Income 2014: -$23,7382014Revenue 2015: $41,870Expenses 2015: $37,611Net Income 2015: $4,2592015Revenue 2016: $48,859Expenses 2016: $23,952Net Income 2016: $24,9072016Revenue 2017: $43,837Expenses 2017: $40,832Net Income 2017: $3,0052017Revenue 2018: $49,334Expenses 2018: $27,577Net Income 2018: $21,7572018

Highlighted filing

2016

Revenue$48,859
Expenses$23,952
Net Income$24,907
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$86,144
Mission and Program Overview

Mission

The primary purposes of the lincoln/minnesota pta are: 1. To promote the welfare of children and youth in home, school, community and place of worship. 2. To raise the standards of home life. 3. To secure adequate laws for the care and protection of children and youth. 4. To bring into closer relation the home and school, that parents and teachers may cooperate intelligently in the education of children and youth. 5. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social and spiritual education.

Program Services

DescriptionGrantsExpenses
CURRICULUM ENHANCEMENT AND STUDENT ENRICHMENT - BENEFITS ALL STUDENTS OF LINCOLN ELEMENTARY SCHOOL - APPROXIMATELY 500 STUDENTS.-$11,823
TEACHER, CLASSROOM AND SCHOOL PROGRAMS SUPPORT - BENEFITS ALL STUDENTS OF LINCOLN ELEMENTARY SCHOOL - APPROXIMATELY 500 STUDENTS.-$11,428
COMPUTER TECHNOLOGY - BENEFITS ALL STUDENTS OF LINCOLN ELEMENTARY SCHOOL - APPROXIMATELY 500 STUDENTS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANELL WALTERPresident-$0--
HOLLY ANDREKUSVice-Preside-$0--
MICHELE WELLSSecretary-$0--
ANGIE JOHNSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Theater Product$24,297$24,297$16,977$7,320
Chip Shoppe$23,707$23,707$8,822$14,885
Total Events$65,394$65,394$33,439$31,955
Filing and Contact Details

Filer

Filer Name
Pta Minnesota Congress
EIN
41-1825046
Phone
6516532820
Address
1961 6TH STREET, WHITE BEAR LAKE, MN 55110-6899

Signing Officer

Name
Angie Johnson
Title
Treasurer
Phone
6516532820
Signed
2017-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Boyum & Barenscheer Pllp
Address
3050 METRO DR STE 200, MINNEAPOLIS, MN 55425-1547
Preparer
David Potts
Phone
9528544244
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses art enrichment 2,481 classroom support supplie 3,478 curriculum enhancement su 1,598 enrichment supplies 459 patrols 3,118 other supplies and costs 2,955 teacher appreciation 58 membership dues 131 homework club teacher fee 1,819 education enrichment-deep 2,500 education enrichment-fiel 1,786 enrichment coordinator 1,727 pta operating expenses 570 supplies - shirts 1,272 total 23,952

Form 990-ez, Part III

The primary purposes of the lincoln/minnesota pta are: 1. To promote the welfare of children and youth in home, school, community and place of worship. 2. To raise the standards of home life. 3. To secure adequate laws for the care and protection of children and youth. 4. To bring into closer relation the home and school, that parents and teachers may cooperate intelligently in the education of children and youth. 5. To develop between educators and the general public such united efforts as will secure for all children and youth the highest advantages in physical, mental, social and spiritual education.

Raw XML Appendix156 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/PersonNm0ANGIE JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06516532820
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITE BEAR LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELE WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023952
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSES OF THE LINCOLN/MINNESOTA PTA ARE: 1. TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP. 2. TO RAISE THE STANDARDS OF HOME LIFE. 3. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. 4. TO BRING INTO CLOSER RELATION THE HOME AND SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. 5. TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMPUTER TECHNOLOGY - BENEFITS ALL STUDENTS OF LINCOLN ELEMENTARY SCHOOL - APPROXIMATELY 500 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CURRICULUM ENHANCEMENT AND STUDENT ENRICHMENT - BENEFITS ALL STUDENTS OF LINCOLN ELEMENTARY SCHOOL - APPROXIMATELY 500 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER, CLASSROOM AND SCHOOL PROGRAMS SUPPORT - BENEFITS ALL STUDENTS OF LINCOLN ELEMENTARY SCHOOL - APPROXIMATELY 500 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011823
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111428
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt036384
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt048859
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING IS PART OF SUPPORT 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015085
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt073969
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IRS990ScheduleA/TotalSupportAmt0144659
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0THEATER PRODUCT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHIP SHOPPE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023707
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017390
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017390
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07640
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt033439
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016977
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ART ENRICHMENT 2,481 CLASSROOM SUPPORT SUPPLIE 3,478 CURRICULUM ENHANCEMENT SU 1,598 ENRICHMENT SUPPLIES 459 PATROLS 3,118 OTHER SUPPLIES AND COSTS 2,955 TEACHER APPRECIATION 58 MEMBERSHIP DUES 131 HOMEWORK CLUB TEACHER FEE 1,819 EDUCATION ENRICHMENT-DEEP 2,500 EDUCATION ENRICHMENT-FIEL 1,786 ENRICHMENT COORDINATOR 1,727 PTA OPERATING EXPENSES 570 SUPPLIES - SHIRTS 1,272 TOTAL 23,952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRIMARY PURPOSES OF THE LINCOLN/MINNESOTA PTA ARE: 1. TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP. 2. TO RAISE THE STANDARDS OF HOME LIFE. 3. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. 4. TO BRING INTO CLOSER RELATION THE HOME AND SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH. 5. TO DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL CHILDREN AND YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGIE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06516532820
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MINNESOTA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LINCOLN SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0411825046
ReturnHeader/Filer/PhoneNum06516532820
ReturnHeader/Filer/USAddress/AddressLine1Txt01961 6TH STREET
ReturnHeader/Filer/USAddress/CityNm0WHITE BEAR LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0551106899
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0416192096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYUM & BARENSCHEER PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03050 METRO DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554251547
ReturnHeader/PreparerPersonGrp/PhoneNum09528544244
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID POTTS
ReturnHeader/ReturnTs02017-02-08T14:46:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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