Civic Intelligence

Blue Heron PTO

EIN 41-2070385 • 501(c)3 • Lino Lakes, MN

Pub. 78 Eligible990-N Coverage

Profile

To support blue heron elementary

405 Elm StreetLino Lakes, MN 55014

www.blueheronpto.com

Siviq Scores

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

Liabilities / Assets

95th percentile

1.39x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

2.05x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

84th percentile

40%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

149%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$30,740

Up $8,763 (+40%) from 2024

Liabilities

Down

$42,825

Down $147 (-0.3%) from 2024

Net Assets

Up

-$12,085

Up $8,910 (+42%) from 2024

Operations
Liabilities / Revenue97th percentileNet Margin87th percentile

Revenue

Up

$20,905

Up $12,513 (+149%) from 2024

Expenses

Down

$11,995

Down $5,070 (-30%) from 2024

Net Income

Up

$8,910

Up $17,583 (+203%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$100K$50K$0-$50KAssets 2011: $22,538Liabilities 2011: $02011Assets 2012: $13,274Liabilities 2012: $02012Assets 2013: $15,906Liabilities 2013: $3572013Assets 2014: $27,419Liabilities 2014: $11,5222014Assets 2015: $24,865Liabilities 2015: $8,7162015Assets 2016: $29,380Liabilities 2016: $02016Assets 2017: $50,505Liabilities 2017: $19,206Net Assets 2017: $31,2992017Assets 2018: $66,805Liabilities 2018: $36,386Net Assets 2018: $30,4192018Assets 2019: $60,148Liabilities 2019: $24,9242019Assets 2020: $61,530Liabilities 2020: $35,732Net Assets 2020: $25,7982020Assets 2021: $37,926Liabilities 2021: $42,098Net Assets 2021: -$4,1722021Assets 2022: $49,899Liabilities 2022: $42,362Net Assets 2022: $7,5372022Assets 2023: $30,364Liabilities 2023: $42,686Net Assets 2023: -$12,3222023Assets 2024: $21,977Liabilities 2024: $42,972Net Assets 2024: -$20,9952024Assets 2025: $30,740Liabilities 2025: $42,825Net Assets 2025: -$12,0852025

Highlighted filing

2025

Assets$30,740
Liabilities$42,825
Net Assets-$12,085
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$100K$50K$0-$50KRevenue 2011: $77,867Expenses 2011: $91,033Net Income 2011: -$13,1662011Revenue 2012: $59,649Expenses 2012: $68,913Net Income 2012: -$9,2642012Revenue 2013: $56,639Expenses 2013: $54,364Net Income 2013: $2,2752013Revenue 2014: $71,572Expenses 2014: $71,224Net Income 2014: $3482014Revenue 2015: $56,417Expenses 2015: $56,165Net Income 2015: $2522015Revenue 2016: $55,242Expenses 2016: $42,011Net Income 2016: $13,2312016Revenue 2017: $51,309Expenses 2017: $48,278Net Income 2017: $3,0312017Revenue 2018: $45,586Expenses 2018: $46,466Net Income 2018: -$8802018Revenue 2019: $42,163Expenses 2019: $37,358Net Income 2019: $4,8052019Revenue 2020: $22,193Expenses 2020: $31,619Net Income 2020: -$9,4262020Revenue 2021: $9,168Expenses 2021: $39,138Net Income 2021: -$29,9702021Revenue 2022: $29,816Expenses 2022: $18,107Net Income 2022: $11,7092022Revenue 2023: $10,917Expenses 2023: $30,776Net Income 2023: -$19,8592023Revenue 2024: $8,392Expenses 2024: $17,065Net Income 2024: -$8,6732024Revenue 2025: $20,905Expenses 2025: $11,995Net Income 2025: $8,9102025

Highlighted filing

2025

Revenue$20,905
Expenses$11,995
Net Income$8,910
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,740
Liabilities
$42,825
Net assets
-$12,085
Revenue
$20,905
Expenses
$11,995
Net income
$8,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.7$42.8$12.1$20.9$12.0$8.91
2024Detailed filing. Detailed filing data is available for this year.$22.0$43.0$21.0$8.39$17.1$8.67
2023Detailed filing. Detailed filing data is available for this year.$30.4$42.7$12.3$10.9$30.8$19.9
2022Detailed filing. Detailed filing data is available for this year.$49.9$42.4$7.54$29.8$18.1$11.7
2021Detailed filing. Detailed filing data is available for this year.$37.9$42.1$4.17$9.17$39.1$30.0
2020Detailed filing. Detailed filing data is available for this year.$61.5$35.7$25.8$22.2$31.6$9.43
2019Summary only. Only limited summary data is available for this year.$60.1$24.9$42.2$37.4$4.81
2018Detailed filing. Detailed filing data is available for this year.$66.8$36.4$30.4$45.6$46.5$0.88
2017Detailed filing. Detailed filing data is available for this year.$50.5$19.2$31.3$51.3$48.3$3.03
2016Summary only. Only limited summary data is available for this year.$29.4$0.00$55.2$42.0$13.2
2015Summary only. Only limited summary data is available for this year.$24.9$8.72$56.4$56.2$0.25
2014Summary only. Only limited summary data is available for this year.$27.4$11.5$71.6$71.2$0.35
2013Summary only. Only limited summary data is available for this year.$15.9$0.36$56.6$54.4$2.28
2012Summary only. Only limited summary data is available for this year.$13.3$0.00$59.6$68.9$9.26
2011Summary only. Only limited summary data is available for this year.$22.5$0.00$77.9$91.0$13.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 4, 2025
Return Version
2024v5.2
Gross Receipts
$40,416
Mission and Program Overview

Mission

To support blue heron elementary

Program Services

DescriptionGrantsExpenses
SUPPORT THE SCHOOLS CURRICULUM AND ACTIVITIES THAT ARE NOT FUNDED THROUGH THE SCHOOL DISTRICT.-$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAIGE PLETSCHERPresident-$0--
LAURA CAYTONTreasurer-$0--
ERIN WEBERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$10,242$10,242$10,283$-41
5th Grade Pa$3,586$3,586$3,781$-195
Total Events$23,459$23,459$19,511$3,948
Filing and Contact Details

Filer

Filer Name
Blue Heron Pto
EIN
41-2070385
In Care Of
% LAURA CAYTON
Phone
6517843477
Address
405 ELM STREET, LINO LAKES, MN 55014

Signing Officer

Name
Laura Cayton
Title
Treasurer
Phone
6517843477
Signed
2025-08-04
Discuss with paid preparer
No

Preparer

Firm
TRWs Tax Service
Address
7395 Lake Drive, Lino Lakes, MN 55014
Preparer
Cassi Gordon-weinkauf Ea
Phone
6517866425
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountYEARBOOKS 2,757”

Description of other expenses Part I line 16

“Description AmountYEARBOOK STIPENDS 2,200BINGO 101DONATION 353TAXES AND LICENSES 796CURRICULUM 1,047TEACHER APPRECIATION 1,958CONFERENCE DINNERS 1,744BANK FEES 171PASSPORT CLUB 73CHILD CARE 30FUNDING TO BLUE HERON 790GUARDIAN FUND 205SOAR SHIRTS 1,345DIRECT DRIVE 176SCHOLARSHIPS 1,006”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearUNCLEARED LIABILITIES 42,972 42,825”

Raw XML Appendix153 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LAURA CAYTON
IRS990EZ/BooksInCareOfDetail/PhoneNum06517843477
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0405 ELM STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINO LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021977
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030740
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014199
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08910
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021977
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030740
IRS990EZ/FundraisingGrossIncomeAmt023460
IRS990EZ/GrossReceiptsAmt040416
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-20995
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-12085
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-20995
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-12085
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAIGE PLETSCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA CAYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIN WEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011995
IRS990EZ/OtherRevenueTotalAmt02757
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT BLUE HERON ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT THE SCHOOLS CURRICULUM AND ACTIVITIES THAT ARE NOT FUNDED THROUGH THE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019511
IRS990EZ/SpecialEventsNetIncomeLossAmt03949
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt042972
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt042825
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011995
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020905
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040416
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt035098
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0145272
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99880
IRS990ScheduleA/PublicSupportTotal170Amt0145272
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040416
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033651
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt035098
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09737
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0145272
IRS990ScheduleA/TotalSupportAmt0145272
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019511
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05TH GRADE PA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt03586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023459
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09631
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023459
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03948
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05447
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019511
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03781
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010283
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountYEARBOOKS 2,757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountYEARBOOK STIPENDS 2,200BINGO 101DONATION 353TAXES AND LICENSES 796CURRICULUM 1,047TEACHER APPRECIATION 1,958CONFERENCE DINNERS 1,744BANK FEES 171PASSPORT CLUB 73CHILD CARE 30FUNDING TO BLUE HERON 790GUARDIAN FUND 205SOAR SHIRTS 1,345DIRECT DRIVE 176SCHOLARSHIPS 1,006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearUNCLEARED LIABILITIES 42,972 42,825
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA CAYTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06517843477
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE HERON PTO
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0412070385
ReturnHeader/Filer/InCareOfNm0% LAURA CAYTON
ReturnHeader/Filer/PhoneNum06517843477
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 ELM STREET
ReturnHeader/Filer/USAddress/CityNm0LINO LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055014
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412016298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRWs Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07395 Lake Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lino Lakes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055014
ReturnHeader/PreparerPersonGrp/PhoneNum06517866425
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSI GORDON-WEINKAUF EA
ReturnHeader/ReturnTs02025-08-11T16:39:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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