Civic Intelligence

Blue Heron PTO

990EZ • Fiscal year 2023 • EIN 41-2070385

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 01, 2023

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

96th percentile

1.41x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

3.91x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-182%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

14th percentile

-39%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-63%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$30,364

Down $19,535 (-39%) from 2022

Net Assets

Down

-$12,322

Down $19,859 (-263%) from 2022

Liabilities

Up

$42,686

Up $324 (+0.8%) from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin4th percentile

Revenue

Down

$10,917

Down $18,899 (-63%) from 2022

Expenses

Up

$30,776

Up $12,669 (+70%) from 2022

Net Income

Down

-$19,859

Down $31,568 (-270%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2023

Assets$30,364
Liabilities$42,686
Net Assets-$12,322
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$10,917
Expenses$30,776
Net Income-$19,859
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 1, 2023
Return Version
2022v5.0
Gross Receipts
$35,098
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
ERIN NIGBORPresident-$0--
LAURA CAYTONCo Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$13,561$13,561$13,759$-198
5th Grade Pa$4,281$4,281$4,100$181
Total Events$29,798$29,798$24,181$5,617
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
2023-10-01
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 1,800services 59”

Description of other expenses Part I line 16

“Description amountyearbook stipends 2,096bingo 236science fair 348taxes and licenses 427technology 15,175curriculum 4,275teacher appreciation 1,059conference dinners 830child care 140funding to blue heron 2,137guardian fund 756soar shirts 1,051quickbooks 240”

Description of other assets Part II line 24

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

Description of total liabilities Part II line 26

“Category beginning of year end of yearuncleared liabilities 42,362 42,686”

Raw XML Appendix157 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/BenefitsPaidToOrForMembersAmt0359
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/BOYAmt049363
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030364
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03441
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19859
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt030364
IRS990EZ/FundraisingGrossIncomeAmt029798
IRS990EZ/GrossReceiptsAmt035098
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07537
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-12322
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07537
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-12322
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN NIGBOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA CAYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0536
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028770
IRS990EZ/OtherRevenueTotalAmt01859
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT BLUE HERON ELEMENTARY
IRS990EZ/PrintingPublicationsPostageAmt0647
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/SpecialEventsDirectExpensesAmt024181
IRS990EZ/SpecialEventsNetIncomeLossAmt05617
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt042362
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt042686
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030776
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt010917
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035098
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0158668
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0137
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0302
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99810
IRS990ScheduleA/PublicSupportPY170Pct00.99820
IRS990ScheduleA/PublicSupportTotal170Amt0158668
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035098
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt056480
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0158668
IRS990ScheduleA/TotalSupportAmt0158970
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024181
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05TH GRADE PA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt04281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029798
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05617
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06322
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024181
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04100
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013759
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTYEARBOOKS 1,800SERVICES 59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTYEARBOOK STIPENDS 2,096BINGO 236SCIENCE FAIR 348TAXES AND LICENSES 427TECHNOLOGY 15,175CURRICULUM 4,275TEACHER APPRECIATION 1,059CONFERENCE DINNERS 830CHILD CARE 140FUNDING TO BLUE HERON 2,137GUARDIAN FUND 756SOAR SHIRTS 1,051QUICKBOOKS 240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARTEACHERS FUND 536 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARUNCLEARED LIABILITIES 42,362 42,686
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DESIREE MCFEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06517843477
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-01
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/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/PreparationDt02023-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cassi Gordon Weinkauf EA
ReturnHeader/ReturnTs02023-10-02T23:05:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DESIREE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCFEE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,364
Liabilities
$42,686
Net assets
-$12,322
Revenue
$10,917
Expenses
$30,776
Net income
-$19,859
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