Civic Intelligence

Blue Heron PTO

990EZ • Fiscal year 2022 • EIN 41-2070385

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

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

93rd percentile

0.85x

Higher debt load relative to assets than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

96th percentile

1.42x

Higher debt load relative to revenue than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

225%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$49,899

Up $11,973 (+32%) from 2021

Net Assets

Up

$7,537

Up $11,709 (+281%) from 2021

Liabilities

Up

$42,362

Up $264 (+0.6%) from 2021

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin84th percentile

Revenue

Up

$29,816

Up $20,648 (+225%) from 2021

Expenses

Down

$18,107

Down $21,031 (-54%) from 2021

Net Income

Up

$11,709

Up $41,679 (+139%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2022

Assets$49,899
Liabilities$42,362
Net Assets$7,537
Open 2022 Filing

Operations Trend

Revenue Growth92nd 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

2022

Revenue$29,816
Expenses$18,107
Net Income$11,709
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$34,308
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEENA TARTPresident-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Desiree Mcfee
Title
Treasurer
Phone
6517843477
Signed
2022-11-15
Discuss with paid preparer
No

Preparer

Firm
TRWs Tax Service
Address
7395 Lake Drive, Circle Pines, MN 55014
Preparer
Cassandra Gordon Weinkauf EA
Phone
6517866425
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountquickbooks reimbursement 50”

Description of other expenses Part I line 16

“Description amountcurriculum 3,740staff appreciation 589conference dinners 1,145child care 100funding to blue heron 1,177scholarships and grants 1,000soar shirts 5,445walkathon 2,376quickbooks 313direct drive 1,642”

Description of other assets Part II line 24

“Category beginning of year end of yearteachers fund 0 536”

Description of total liabilities Part II line 26

“Category beginning of year end of yearuncleared liabilities 42,098 42,362”

Raw XML Appendix135 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/PersonNm0DESIREE MCFEE
IRS990EZ/BooksInCareOfDetail/PhoneNum06517843477
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0405 ELM STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINO LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037926
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049363
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026370
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011709
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037926
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049899
IRS990EZ/FundraisingGrossIncomeAmt05102
IRS990EZ/GrossReceiptsAmt034308
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-4172
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07537
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-4172
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07537
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEENA TART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0536
IRS990EZ/OtherExpensesTotalAmt017527
IRS990EZ/OtherRevenueTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT BLUE HERON ELEMENTARY
IRS990EZ/PrintingPublicationsPostageAmt0280
IRS990EZ/ProgramServiceRevenueAmt02786
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/SpecialEventsDirectExpensesAmt04492
IRS990EZ/SpecialEventsNetIncomeLossAmt0610
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt042098
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt042362
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018107
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt029816
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057724
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0181294
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0137
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0332
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99820
IRS990ScheduleA/PublicSupportPY170Pct00.99830
IRS990ScheduleA/PublicSupportTotal170Amt0181294
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt030983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057724
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0181294
IRS990ScheduleA/TotalSupportAmt0181626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTQUICKBOOKS REIMBURSEMENT 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCURRICULUM 3,740STAFF APPRECIATION 589CONFERENCE DINNERS 1,145CHILD CARE 100FUNDING TO BLUE HERON 1,177SCHOLARSHIPS AND GRANTS 1,000SOAR SHIRTS 5,445WALKATHON 2,376QUICKBOOKS 313DIRECT DRIVE 1,642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARTEACHERS FUND 0 536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARUNCLEARED LIABILITIES 42,098 42,362
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DESIREE MCFEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06517843477
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparerFirmGrp/PreparerFirmEIN0412016298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRWs Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07395 Lake Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Circle Pines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055014
ReturnHeader/PreparerPersonGrp/PhoneNum06517866425
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cassandra Gordon Weinkauf EA
ReturnHeader/ReturnTs02022-11-07T17:26:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DESIREE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCFEE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,899
Liabilities
$42,362
Net assets
$7,537
Revenue
$29,816
Expenses
$18,107
Net income
$11,709
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