Civic Intelligence

Congdon Park Elementary School Duluth Foundation

990EZ • Fiscal year 2016 • EIN 41-1933271

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 12, 2017

3116 E Superior StDuluth, MN 55812

(218) 336-8825

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

73rd percentile

16%

Higher net margin than 73% 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

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

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

Assets

Up

$156,073

Up $691 (+0.4%) from 2015

Net Assets

Up

$156,073

Up $691 (+0.4%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$14,703

Down $15,747 (-52%) from 2015

Expenses

Down

$12,327

Down $23,409 (-66%) from 2015

Net Income

Up

$2,376

Up $7,662 (+145%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $106,614Liabilities 2012: $02012Assets 2013: $130,842Liabilities 2013: $02013Assets 2014: $165,629Net Assets 2014: $165,6292014Assets 2015: $155,382Net Assets 2015: $155,3822015Assets 2016: $156,073Net Assets 2016: $156,0732016Assets 2017: $182,506Net Assets 2017: $182,5062017Assets 2018: $181,047Net Assets 2018: $181,0472018Assets 2019: $192,033Net Assets 2019: $192,0332019Assets 2020: $228,728Net Assets 2020: $228,7282020Assets 2021: $233,343Liabilities 2021: $0Net Assets 2021: $233,3432021Assets 2022: $198,100Liabilities 2022: $0Net Assets 2022: $198,1002022Assets 2023: $277,716Net Assets 2023: $277,7162023Assets 2024: $263,921Net Assets 2024: $263,9212024

Highlighted filing

2016

Assets$156,073
Liabilities-
Net Assets$156,073

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $29,057Expenses 2012: $10,578Net Income 2012: $18,4792012Revenue 2013: $26,825Expenses 2013: $10,817Net Income 2013: $16,0082013Revenue 2014: $34,342Expenses 2014: $13,899Net Income 2014: $20,4432014Revenue 2015: $30,450Expenses 2015: $35,736Net Income 2015: -$5,2862015Revenue 2016: $14,703Expenses 2016: $12,327Net Income 2016: $2,3762016Revenue 2017: $18,673Expenses 2017: $7,423Net Income 2017: $11,2502017Revenue 2018: $7,072Expenses 2018: $15,982Net Income 2018: -$8,9102018Revenue 2019: $38,240Expenses 2019: $32,031Net Income 2019: $6,2092019Revenue 2020: $48,585Expenses 2020: $10,998Net Income 2020: $37,5872020Revenue 2021: $34,088Expenses 2021: $12,878Net Income 2021: $21,2102021Revenue 2022: $7,529Expenses 2022: $10,339Net Income 2022: -$2,8102022Revenue 2023: $69,059Expenses 2023: $1,529Net Income 2023: $67,5302023Revenue 2024: -$24,422Expenses 2024: $6,201Net Income 2024: -$30,6232024

Highlighted filing

2016

Revenue$14,703
Expenses$12,327
Net Income$2,376
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 12, 2017
Return Version
2015v3.0
Gross Receipts
$14,703
Mission and Program Overview

Mission

The organization's primary purpose is to provide curriculum and program support for congdon park elementary school of duluth, a public school.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES FUNDS TO SUPPORT THE CURRICULUM AT CONGDON PARK ELEMENTARY SCHOOL OF DULUTH. DIRECT SUPPORT PROVIDED DURING THE TAX YEAR INCLUDES PURCHASE OF COMPUTER EQUIPMENT, CLASSROOM SUPPORT, TEACHER EDUCATION, AND EDUCATION PROGRAMMING SUPPORT.$10,827$12,327
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY WHEELERPresident-$0--
KATHI KUSCH MARSHALLPrincipal-$0--
REBECCA FINNEGANDirector-$0--
KRISTY MCGIFFERTDirector-$0--
KURT GALHUSDirector-$0--
AMY WHITEDirector-$0--
ANGIE SLATTERYDirector-$0--
MICHAEL KARSTENSTreasurer-$0--
AMERY ROBINSONDirector-$0--
JEN MEDAKDirector-$0--
TOM BUCKDirector-$0--
ANDREA KNUTSONDirector-$0--
JEFF VAN STRAATENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Congdon Park Elementary School of
EIN
41-1933271
Address
3116 E SUPERIOR ST, DULUTH, MN 55812

Signing Officer

Name
Rebecca Finnegan
Title
Director
Signed
2017-10-12

Preparer

Firm
Licari Larsen and Company
Address
130 W SUPERIOR ST STE 712, DULUTH, MN 55802
Preparer
Nicholas S Licari
Phone
2187222226
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

10,827 0 0

Form 990-ez, Part I, Line 16

Expenses cougar chase 1,478 total 1,478

Form 990-ez, Part I, Line 20

Unrealized gains/losses -1,346

Form 990-ez, Part III

The organization's primary purpose is to provide curriculum and program support for congdon park elementary school of duluth, a public school.

Form 990-ez, Part III, Line 28

The organization provides funds to support the curriculum at congdon park elementary school of duluth. Direct support provided during the tax year includes purchase of computer equipment, classroom support, teacher education, and education programming support.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt010,827 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES COUGAR CHASE 1,478 TOTAL 1,478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS/LOSSES -1,346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE CURRICULUM AND PROGRAM SUPPORT FOR CONGDON PARK ELEMENTARY SCHOOL OF DULUTH, A PUBLIC SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES FUNDS TO SUPPORT THE CURRICULUM AT CONGDON PARK ELEMENTARY SCHOOL OF DULUTH. DIRECT SUPPORT PROVIDED DURING THE TAX YEAR INCLUDES PURCHASE OF COMPUTER EQUIPMENT, CLASSROOM SUPPORT, TEACHER EDUCATION, AND EDUCATION PROGRAMMING SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA FINNEGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONGDON PARK ELEMENTARY SCHOOL OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DULUTH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CONG
ReturnHeader/Filer/EIN0411933271
ReturnHeader/Filer/USAddress/AddressLine1Txt03116 E SUPERIOR ST
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055812
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411806729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LICARI LARSEN AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 W SUPERIOR ST STE 712
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187222226
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS S LICARI
ReturnHeader/ReturnTs02017-10-13T13:47:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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