Civic Intelligence

Blue Heron PTO

990EZ • Fiscal year 2018 • EIN 41-2070385

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 01, 2018

Organization Profilewww.blueheronpto.com
405 Elm StreetLino Lakes, MN 55014

(651) 784-3477

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.54x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

0.80x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

36th percentile

-1.9%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$66,805

Up $16,300 (+32%) from 2017

Net Assets

Down

$30,419

Down $880 (-2.8%) from 2017

Liabilities

Up

$36,386

Up $17,180 (+89%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin36th percentile

Revenue

Down

$45,586

Down $5,723 (-11%) from 2017

Expenses

Down

$46,466

Down $1,812 (-3.8%) from 2017

Net Income

Down

-$880

Down $3,911 (-129%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$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

2018

Assets$66,805
Liabilities$36,386
Net Assets$30,419
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$45,586
Expenses$46,466
Net Income-$880
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$57,754
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--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA WIRKKALAPresident-$0--
MIKE ORSBURNETreasurer-$0--
HEATHER SCHMIDTCo Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$28,970$28,970$3,498$25,472
Carnival$14,188$14,188$3,941$10,247
Total Events$56,456$56,456$12,168$44,288
Filing and Contact Details

Filer

Filer Name
Blue Heron Pto
EIN
41-2070385
Address
405 ELM STREET, LINO LAKES, MN 55014

Signing Officer

Name
Michael Orsburne
Title
Treasurer
Phone
6517843477
Signed
2018-10-01
Discuss with paid preparer
Yes

Preparer

Firm
TRWs TAX SERVICE
Address
7395 LAKE DRIVE, LINO LAKES, MN 55014
Preparer
Cassandra R Bombich EA
Phone
6517866425
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountpto service accounts 8,706board supplies 235website fee 12software 90tax prep and fees 55scholarships 1,000curriculum 8,596staff appreciation 1,041conference dinners 913gifts and recognition 863blue heron supplies 24,755”

Description of other assets Part II line 24

“Category beginning of year end of yearcertificate of deposits 10,082 10,106”

Description of total liabilities Part II line 26

“Category beginning of year end of yearuncleared liabilities 19,206 36,386”

Raw XML Appendix164 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MIKE ORSBURNE
IRS990EZ/BooksInCareOfDetail/PhoneNum06517843477
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0405 ELM STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINO LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040423
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056699
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01268
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-880
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050505
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066805
IRS990EZ/FundraisingGrossIncomeAmt056456
IRS990EZ/GrossReceiptsAmt057754
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt030
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031299
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030419
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031299
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030419
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/PersonNm0SARA WIRKKALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIKE ORSBURNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010082
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010106
IRS990EZ/OtherExpensesTotalAmt046266
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012168
IRS990EZ/SpecialEventsNetIncomeLossAmt044288
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019206
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt036386
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046466
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt045586
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057724
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt057152
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt083521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt098226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0377675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0105
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0377675
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057724
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt057152
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt081052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt083521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt098226
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0377675
IRS990ScheduleA/TotalSupportAmt0377780
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012168
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt056456
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044288
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04729
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012168
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03498
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03941
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPTO SERVICE ACCOUNTS 8,706BOARD SUPPLIES 235WEBSITE FEE 12SOFTWARE 90TAX PREP AND FEES 55SCHOLARSHIPS 1,000CURRICULUM 8,596STAFF APPRECIATION 1,041CONFERENCE DINNERS 913GIFTS AND RECOGNITION 863BLUE HERON SUPPLIES 24,755
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARCERTIFICATE OF DEPOSITS 10,082 10,106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARUNCLEARED LIABILITIES 19,206 36,386
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ORSBURNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06517843477
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE HERON PTO
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0412070385
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 ELM STREET
ReturnHeader/Filer/USAddress/CityNm0LINO LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055014
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId075B4FA9125B278A34256ECC4EB7A2214947228DF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId075B4FA9125B278A34256ECC4EB7A2214947228DF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04145772018281lykehtv
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.4.180.21
ReturnHeader/FilingSecurityInformation/IPDt02018-10-09
ReturnHeader/FilingSecurityInformation/IPTm011:24:36
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/PreparationDt02018-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cassandra R Bombich EA
ReturnHeader/ReturnTs02018-10-09T11:22:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,805
Liabilities
$36,386
Net assets
$30,419
Revenue
$45,586
Expenses
$46,466
Net income
-$880
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