Civic Intelligence

Jefferson Elementary School PTO Inc.

990EZ • Fiscal year 2017 • EIN 41-1850378

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 09, 2018

11331 Jefferson ST NEBlaine, MN 55434

(763) 670-8326

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

4th percentile

-79%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

44th percentile

-2.4%

Faster revenue growth than 44% of similar nonprofits.

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

Assets

Down

$2,235

Down $8,279 (-79%) from 2016

Net Assets

Down

$2,235

Down $8,279 (-79%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$33,470

Down $819 (-2.4%) from 2016

Expenses

Up

$41,749

Up $14,042 (+51%) from 2016

Net Income

Down

-$8,279

Down $14,861 (-226%) from 2016

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

2017

Assets$2,235
Liabilities$0
Net Assets$2,235

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

2017

Revenue$33,470
Expenses$41,749
Net Income-$8,279
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 9, 2018
Return Version
2016v3.0
Gross Receipts
$44,034
Mission and Program Overview

Mission

To support the teachers at Jefferson Elem School

Program Services

DescriptionGrantsExpenses
The PTO Covers Several Activities expenses$30,450-
PTO Help Support the Volunteer Coordinator$4,330-
Teachers Classroom Expenses are Reimbursed$3,234-
PTO makes Contributions to Scholorships$1,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mindy JanssenTreasurer-$0--
Daphne DokterSecretary-$0--
Jessica WegenerPresident-$0--
Daniel MadesVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Butterbraids$16,338$16,338$9,785$6,553
Jefferson Jaunt$15,117$15,117$779$14,338
Total Events$31,455$31,455$10,564$20,891
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
Mindy Janssen
Title
Treasurer
Signed
2018-01-09
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 $1279

Other Revenue.2

Food Perspectives $40

Other Expenses.1002

Office Expenses $217

Other Expenses.1012

Insurance $395

Other Expenses.1

Playground Equipment $14500

Other Expenses.2

Reimbursed Expenses:Technology $4925

Other Expenses.3

Volunteer Services Coordinator $4330

Other Expenses.4

Teacher reimbursement $3234

Other Expenses.5

Lyceums $3195

Other Expenses.6

Winter Dance $2021

Other Expenses.7

Movie Night $1626

Other Expenses.8

Scholarship $1000

Other Expenses.9

Smencils $971

Other Expenses.11

VIP Breakfast Expense $719

Other Expenses.12

Arts & Academics $675

Other Expenses.13

I Love to Read Night $580

Other Expenses.14

5th Grade Celebration $500

Other Expenses.15

Licenses and Permits $465

Other Expenses.16

Staff Appreciation $340

Other Expenses.17

Choir $200

Other Expenses.18

Track and Field $198

Other Expenses.19

Volunteer Appreciation $94

Other Expenses.20

Citizen of the Month $58

Other Expenses.21

Bank Service Charges $51

Other Expenses.22

Taxes & Fees $25

Raw XML Appendix212 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/PrintingPublicationsPostageAmt0730
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03234
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt24330
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt033469
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt033469
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Butterbraids
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jefferson Jaunt
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016338
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09785
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Box Tops $1279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Food Perspectives $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Playground Equipment $14500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Reimbursed Expenses:Technology $4925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Volunteer Services Coordinator $4330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Teacher reimbursement $3234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Lyceums $3195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Winter Dance $2021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Movie Night $1626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Scholarship $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Smencils $971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13VIP Breakfast Expense $719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Arts & Academics $675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15I Love to Read Night $580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt165th Grade Celebration $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Licenses and Permits $465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Staff Appreciation $340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Choir $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Track and Field $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Volunteer Appreciation $94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Citizen of the Month $58
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Bank Service Charges $51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Taxes & Fees $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.22
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mindy Janssen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-09
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/ReturnTs02018-01-09T10:45:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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