Civic Intelligence

Lincoln Elementry PTA

990EZ • Fiscal year 2017 • EIN 41-1825046

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

56th percentile

5.5%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Up

$57,668

Up $3,005 (+5.5%) from 2016

Net Assets

Up

$57,668

Up $3,005 (+5.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$43,837

Down $5,022 (-10%) from 2016

Expenses

Up

$40,832

Up $16,880 (+70%) from 2016

Net Income

Down

$3,005

Down $21,902 (-88%) from 2016

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

2017

Assets$57,668
Liabilities$0
Net Assets$57,668

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

2017

Revenue$43,837
Expenses$40,832
Net Income$3,005
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.1
Gross Receipts
$82,830
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
TEACHER, CLASSROOM AND SCHOOL PROGRAMS SUPPORT - BENEFITS ALL STUDENTS OF LINCOLN ELEMENTARY SCHOOL - APPROXIMATELY 500 STUDENTS.-$20,863
CURRICULUM ENHANCEMENT AND STUDENT ENRICHMENT - BENEFITS ALL STUDENTS OF LINCOLN ELEMENTARY SCHOOL - APPROXIMATELY 500 STUDENTS.-$16,498
COMPUTER TECHNOLOGY - BENEFITS ALL STUDENTS OF LINCOLN ELEMENTARY SCHOOL - APPROXIMATELY 500 STUDENTS.-$2,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNETTE SPENCEVice-Preside-$0--
HOLLY ANDREKUSPresident-$0--
MICHELE WELLSSecretary-$0--
ANGIE JOHNSONTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Theater Product$28,756$28,756$14,673$14,083
Other Fundraise$24,016$24,016$12,908$11,108
Total Events$67,843$67,843$35,670$32,173
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
2018-05-11
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 2,351 classroom support supplie 14,641 biztown junor achievement 1,170 curriculum enhancement su 2,097 patrols 2,486 school district support 408 teacher appreciation 223 technology 2,500 membership dues 119 homework club teacher fee 1,935 enrichment 1,740 education enrichment-deep 2,500 education enrichment-fiel 2,434 enrichment coordinator 1,727 hug-a-heart 2,227 open house - kindergarten 602 pta operating expenses 852 supplies - shirts 820 total 40,832

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.

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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/PersonNm3ANGIE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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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/ProgramServiceExpensesAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116498
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220863
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING IS PART OF SUPPORT 73,969
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ART ENRICHMENT 2,351 CLASSROOM SUPPORT SUPPLIE 14,641 BIZTOWN JUNOR ACHIEVEMENT 1,170 CURRICULUM ENHANCEMENT SU 2,097 PATROLS 2,486 SCHOOL DISTRICT SUPPORT 408 TEACHER APPRECIATION 223 TECHNOLOGY 2,500 MEMBERSHIP DUES 119 HOMEWORK CLUB TEACHER FEE 1,935 ENRICHMENT 1,740 EDUCATION ENRICHMENT-DEEP 2,500 EDUCATION ENRICHMENT-FIEL 2,434 ENRICHMENT COORDINATOR 1,727 HUG-A-HEART 2,227 OPEN HOUSE - KINDERGARTEN 602 PTA OPERATING EXPENSES 852 SUPPLIES - SHIRTS 820 TOTAL 40,832
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGIE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06516532820
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA MINNESOTA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LINCOLN SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAM
ReturnHeader/Filer/EIN0411825046
ReturnHeader/Filer/PhoneNum06516532820
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ReturnHeader/Filer/USAddress/CityNm0WHITE BEAR LAKE
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ReturnHeader/Filer/USAddress/ZIPCd0551106899
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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/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID POTTS
ReturnHeader/ReturnTs02018-05-09T16:53:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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