Civic Intelligence

Jefferson Elementary School PTO Inc.

990EZ • Fiscal year 2016 • EIN 41-1850378

Sep 01, 2015 to Aug 31, 2016 • Filed on Nov 30, 2016

11331 Jefferson ST NEBlaine, MN 55434

(763) 205-3400

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% 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

94th percentile

167%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

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

Assets

Up

$10,514

Up $6,582 (+167%) from 2015

Net Assets

Up

$10,514

Up $6,582 (+167%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$34,289

Up $8,311 (+32%) from 2015

Expenses

Up

$27,707

Up $3,210 (+13%) from 2015

Net Income

Up

$6,582

Up $5,101 (+344%) from 2015

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $2,090Liabilities 2011: $1,0192011Assets 2012: $521Liabilities 2012: $113Net Assets 2012: $4082012Assets 2013: $8,091Liabilities 2013: $93Net Assets 2013: $7,9982013Assets 2014: $2,451Liabilities 2014: $0Net Assets 2014: $2,4512014Assets 2015: $3,932Liabilities 2015: $0Net Assets 2015: $3,9322015Assets 2016: $10,514Liabilities 2016: $0Net Assets 2016: $10,5142016Assets 2017: $2,235Liabilities 2017: $0Net Assets 2017: $2,2352017Assets 2018: $2,253Liabilities 2018: $02018Assets 2019: $2,993Liabilities 2019: $02019Assets 2020: $4,312Liabilities 2020: $02020

Highlighted filing

2016

Assets$10,514
Liabilities$0
Net Assets$10,514

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $28,165Expenses 2011: $42,706Net Income 2011: -$14,5412011Revenue 2012: $27,962Expenses 2012: $29,579Net Income 2012: -$1,6172012Revenue 2013: $32,596Expenses 2013: $25,001Net Income 2013: $7,5952013Revenue 2014: $29,017Expenses 2014: $34,564Net Income 2014: -$5,5472014Revenue 2015: $25,978Expenses 2015: $24,497Net Income 2015: $1,4812015Revenue 2016: $34,289Expenses 2016: $27,707Net Income 2016: $6,5822016Revenue 2017: $33,470Expenses 2017: $41,749Net Income 2017: -$8,2792017Revenue 2018: $32,895Expenses 2018: $32,877Net Income 2018: $182018Revenue 2019: $30,704Expenses 2019: $29,964Net Income 2019: $7402019Revenue 2020: $26,162Expenses 2020: $24,843Net Income 2020: $1,3192020

Highlighted filing

2016

Revenue$34,289
Expenses$27,707
Net Income$6,582
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Nov 30, 2016
Return Version
2015v2.0
Gross Receipts
$47,241
Mission and Program Overview

Mission

To support the teachers at Jefferson Elem School

Program Services

DescriptionGrantsExpenses
The PTO Covers Several Activities expenses$10,378-
Teachers Classroom Expenses are Reimbursed$7,737-
PTO Help Support the Volunteer Coordinator$4,200-
PTO makes Contributions to Scholorships$2,095-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa PersaudTreasurer-$0--
Adriann Salina KellSecretary-$0--
Jessica WegenerPresident-$0--
Alexandra OlsonVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Butterbraids$20,298$20,298$12,154$8,144
Jefferson Jaunt$14,967$14,967$798$14,169
Total Events$35,265$35,265$12,952$22,313
Filing and Contact Details

Filer

Filer Name
Jefferson Elementary School PTO Inc
EIN
41-1850378
Address
11331 Jefferson ST NE, Blaine, MN 55434

Signing Officer

Name
Melissa Persaud
Title
Treasurer
Signed
2016-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Bayerkohler & Graff Ltd
Address
11132 Zealand Ave N, CHAMPLIN, MN 55316
Preparer
Barbara Bayerkohler CPA
Phone
7634272542
Supplemental Narrative

Additional Explanations

Other Revenue.1

Box Tops $1561

Other Revenue.2

Misc. Income $773

Other Revenue.3

Food Perspectives $50

Other Expenses.1002

Office Expenses $612

Other Expenses.1012

Insurance $395

Other Expenses.1

Book Room/Electronic Media $4500

Other Expenses.2

Volunteer Services Coordinator $4200

Other Expenses.3

Teacher reimbursement $3237

Other Expenses.4

Scholarship $2095

Other Expenses.5

Lyceums $1900

Other Expenses.6

Smencils $1475

Other Expenses.7

Winter Dance $1428

Other Expenses.8

Movie Night $1313

Other Expenses.9

Arts & Academics $1160

Other Expenses.10

VIP Breakfast Expense $789

Other Expenses.11

Reimbursed Expenses:Technology $459

Other Expenses.12

Licenses and Permits $442

Other Expenses.13

Reimbursed Expenses $438

Other Expenses.14

School Dance Expenses $423

Other Expenses.15

I Love to Read Night $369

Other Expenses.17

Emergency fund $238

Other Expenses.18

Staff Appreciation $235

Other Expenses.19

start up money $206

Other Expenses.20

Choir $200

Other Expenses.21

Track and Field $189

Other Expenses.22

Special Education budget $179

Other Expenses.23

Gym budget $82

Other Expenses.24

Volunteer Appreciation $54

Other Expenses.25

Bank Service Charges $44

Other Expenses.26

Citizen of the Month $28

Other Expenses.27

School Tool Box Expense $27

Other Expenses.28

Taxes & Fees $25

Other Expenses.29

Hospitality $15

Raw XML Appendix228 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Box Tops $1561
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Food Perspectives $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Book Room/Electronic Media $4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Volunteer Services Coordinator $4200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher reimbursement $3237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Scholarship $2095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Lyceums $1900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Smencils $1475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Winter Dance $1428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Movie Night $1313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Arts & Academics $1160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14VIP Breakfast Expense $789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Reimbursed Expenses:Technology $459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Licenses and Permits $442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Reimbursed Expenses $438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18School Dance Expenses $423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19I Love to Read Night $369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Emergency fund $238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Staff Appreciation $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22start up money $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Choir $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Track and Field $189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Special Education budget $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Gym budget $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Volunteer Appreciation $54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Bank Service Charges $44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Citizen of the Month $28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30School Tool Box Expense $27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Taxes & Fees $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Hospitality $15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Persaud
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jefferson Elementary School PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0411850378
ReturnHeader/Filer/USAddress/AddressLine1Txt011331 Jefferson ST NE
ReturnHeader/Filer/USAddress/CityNm0Blaine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055434
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAYERKOHLER & GRAFF LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011132 Zealand Ave N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAMPLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055316
ReturnHeader/PreparerPersonGrp/PhoneNum07634272542
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Bayerkohler CPA
ReturnHeader/ReturnTs02016-11-30T09:07:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

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