Civic Intelligence

Woodbury Elementary School Parent Teacher Organization

EIN 41-1853621 • 501(c)3 • Woodbury, MN

Profile

To provide for students and staff of woodbury elementary

1251 School DriveWoodbury, MN 55125

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

42%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

-0.3%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$33,978

Up $9,982 (+42%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$33,978

Up $9,982 (+42%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Down

$14,896

Down $43 (-0.3%) from 2020

Expenses

Down

$4,914

Down $33,896 (-87%) from 2020

Net Income

Up

$9,982

Up $33,853 (+142%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $16,713Net Assets 2011: $16,7132011Assets 2012: $10,160Net Assets 2012: $10,1602012Assets 2013: $11,312Liabilities 2013: $0Net Assets 2013: $11,3122013Assets 2014: $11,928Liabilities 2014: $0Net Assets 2014: $11,9282014Assets 2015: $28,790Liabilities 2015: $0Net Assets 2015: $28,7902015Assets 2016: $29,068Liabilities 2016: $0Net Assets 2016: $29,0682016Assets 2017: $58,455Liabilities 2017: $0Net Assets 2017: $58,4552017Assets 2018: $37,338Liabilities 2018: $0Net Assets 2018: $37,3382018Assets 2019: $47,867Liabilities 2019: $0Net Assets 2019: $47,8672019Assets 2020: $23,996Liabilities 2020: $0Net Assets 2020: $23,9962020Assets 2021: $33,978Liabilities 2021: $0Net Assets 2021: $33,9782021

Highlighted filing

2021

Assets$33,978
Liabilities$0
Net Assets$33,978
Open 2021 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2011: $25,770Expenses 2011: $19,312Net Income 2011: $6,4582011Revenue 2012: $26,419Expenses 2012: $32,972Net Income 2012: -$6,5532012Revenue 2013: $30,380Expenses 2013: $29,228Net Income 2013: $1,1522013Revenue 2014: $27,556Expenses 2014: $26,940Net Income 2014: $6162014Revenue 2015: $25,935Expenses 2015: $9,073Net Income 2015: $16,8622015Revenue 2016: $45,051Expenses 2016: $28,160Net Income 2016: $16,8912016Revenue 2017: $46,320Expenses 2017: $16,933Net Income 2017: $29,3872017Revenue 2018: $11,871Expenses 2018: $32,988Net Income 2018: -$21,1172018Revenue 2019: $30,066Expenses 2019: $19,537Net Income 2019: $10,5292019Revenue 2020: $14,939Expenses 2020: $38,810Net Income 2020: -$23,8712020Revenue 2021: $14,896Expenses 2021: $4,914Net Income 2021: $9,9822021

Highlighted filing

2021

Revenue$14,896
Expenses$4,914
Net Income$9,982
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,978
Liabilities
$0
Net assets
$33,978
Revenue
$14,896
Expenses
$4,914
Net income
$9,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$14.9$4.91$9.98
2020Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$14.9$38.8$23.9
2019Detailed filing. Detailed filing data is available for this year.$47.9$0.00$47.9$30.1$19.5$10.5
2018Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$11.9$33.0$21.1
2017Detailed filing. Detailed filing data is available for this year.$58.5$0.00$58.5$46.3$16.9$29.4
2016Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$45.1$28.2$16.9
2015Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$25.9$9.07$16.9
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$27.6$26.9$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.00$11.3$30.4$29.2$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$10.2$26.4$33.0$6.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$16.7$25.8$19.3$6.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 17, 2022
Return Version
2020v4.0
Gross Receipts
$26,139
Mission and Program Overview

Mission

To provide for students and staff of woodbury elementary

Provide for students and staff of woodbury elementary

Program Services

DescriptionGrantsExpenses
PROVIDE STUDENT SUPPORT THROUGH PROGRAMS AND SERVICES NOT PROVIDED BY THE SCHOOL DISTRICT -ESTIMATED NUMBER BENEFITED - 420 STUDENTS, 97 STAFF-$2,891
PROVIDE STAFF SUPPORT FOR TEACHERS/ADMINISTRATION NOT PROVIDED FOR BY DISTRICT FOR EDUCATORS OF PRE-KINDERGARTEN - GRADE 5 STUDENTS-$1,023
PROVIDE SOCIAL AND SAFETY PROGRAMS LIKE PLAYGROUND MAINTENCE AND SAFETY PATROL - ESTIMATED STUDENTS BENEFITED 420--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE BERGSTROMPresident-$0--
ANNETTE LICHTSecretary-$0--
KRISTEN LINDSTEDTSchool Commu-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex Fun Run$17,474$17,474$8,038$9,436
Total Events$17,474$17,474$8,038$9,436
Filing and Contact Details

Filer

Filer Name
Woodbury Elementary Parent Teacher
EIN
41-1853621
Phone
6517384600
Address
1251 SCHOOL DRIVE, WOODBURY, MN 55125

Signing Officer

Name
Carrie Bergstrom
Title
President
Phone
6517684600
Signed
2022-05-17

Preparer

Firm
Stenseth Samuelson & Boese Ltd
Address
563 BIELENBERG DR STE 205, WOODBURY, MN 55125-4427
Preparer
Laurel M Boese CPA
Phone
6517391000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 55 insurance 430 school discretionary 1,010 reading support 249 teacher classroom funds 1,447 yearbooks 185 staff appreciation 1,023 total 4,399”

Raw XML Appendix158 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0CARRIE BERGSTROM
CompensationExplanation/CompensationExplanationGrp/PersonNm1ANNETTE LICHT
CompensationExplanation/CompensationExplanationGrp/PersonNm2KRISTEN LINDSTEDT
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CARRIE BERGSTROM
IRS990EZ/BooksInCareOfDetail/PhoneNum06517684600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01251 SCHOOL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOODBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023996
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033978
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0690
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09982
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0515
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023996
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033978
IRS990EZ/FundraisingGrossIncomeAmt025449
IRS990EZ/GrossReceiptsAmt026139
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023996
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033978
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023996
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033978
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARRIE BERGSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNETTE LICHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN LINDSTEDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SCHOOL COMMU
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04399
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FOR STUDENTS AND STAFF OF WOODBURY ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE STUDENT SUPPORT THROUGH PROGRAMS AND SERVICES NOT PROVIDED BY THE SCHOOL DISTRICT -ESTIMATED NUMBER BENEFITED - 420 STUDENTS, 97 STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE STAFF SUPPORT FOR TEACHERS/ADMINISTRATION NOT PROVIDED FOR BY DISTRICT FOR EDUCATORS OF PRE-KINDERGARTEN - GRADE 5 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE SOCIAL AND SAFETY PROGRAMS LIKE PLAYGROUND MAINTENCE AND SAFETY PATROL - ESTIMATED STUDENTS BENEFITED 420
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02891
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11023
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011243
IRS990EZ/SpecialEventsNetIncomeLossAmt014206
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04914
IRS990EZ/TotalProgramServiceExpensesAmt03914
IRS990EZ/TotalRevenueAmt014896
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0451
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01366
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05858
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025449
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047150
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061481
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059889
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0264633
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0270491
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047586
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073579
IRS990ScheduleA/Total509Grp/TotalAmt0270491
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073580
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0270495
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08038
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017474
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017474
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09436
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08038
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 55 INSURANCE 430 SCHOOL DISCRETIONARY 1,010 READING SUPPORT 249 TEACHER CLASSROOM FUNDS 1,447 YEARBOOKS 185 STAFF APPRECIATION 1,023 TOTAL 4,399
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE BERGSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06517684600
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOODBURY ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0411853621
ReturnHeader/Filer/PhoneNum06517384600
ReturnHeader/Filer/USAddress/AddressLine1Txt01251 SCHOOL DRIVE
ReturnHeader/Filer/USAddress/CityNm0WOODBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411855292
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STENSETH SAMUELSON & BOESE LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0563 BIELENBERG DR STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0551254427
ReturnHeader/PreparerPersonGrp/PhoneNum06517391000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREL M BOESE CPA
ReturnHeader/ReturnTs02022-05-17T16:01:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARRIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERGRSTOM
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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