Civic Intelligence

Blue Heron PTO

990EZ • Fiscal year 2024 • EIN 41-2070385

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 19, 2024

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

97th percentile

1.96x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

5.12x

Higher debt load relative to revenue than 99% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-103%

Higher net margin than 5% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-28%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-23%

Faster revenue growth than 23% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$21,977

Down $8,387 (-28%) from 2023

Net Assets

Down

-$20,995

Down $8,673 (-70%) from 2023

Liabilities

Up

$42,972

Up $286 (+0.7%) from 2023

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin5th percentile

Revenue

Down

$8,392

Down $2,525 (-23%) from 2023

Expenses

Down

$17,065

Down $13,711 (-45%) from 2023

Net Income

Up

-$8,673

Up $11,186 (+56%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2024

Assets$21,977
Liabilities$42,972
Net Assets-$20,995
Open 2024 Filing

Operations Trend

Revenue Growth23rd 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

2024

Revenue$8,392
Expenses$17,065
Net Income-$8,673
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 19, 2024
Return Version
2023v5.1
Gross Receipts
$33,650
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 Pay79th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$12,904$12,904$13,590$-686
5th Grade Pa$5,809$5,809$5,935$-126
Total Events$25,650$25,650$25,258$392
Filing and Contact Details

Filer

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

Signing Officer

Name
Laura Cayton
Title
Treasurer
Phone
6517843477
Signed
2024-08-19
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 1,815”

Description of other expenses Part I line 16

“Description amountyearbook stipends 2,542science 1,018technology 5,258curriculum 2,087teacher appreciation 1,612conference dinners 1,294passport club 200child care 160funding to blue heron 1,481guardian fund 296soar shirts 1,049contractors 1,000direct drive (3,267)scholarships 1,000taxes and licenses 695”

Description of total liabilities Part II line 26

“Category beginning of year end of yearuncleared liabilities 42,686 42,972”

Raw XML Appendix147 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/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/BOYAmt030364
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021977
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06185
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8673
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030364
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021977
IRS990EZ/FundraisingGrossIncomeAmt025650
IRS990EZ/GrossReceiptsAmt033650
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-12322
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-20995
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-12322
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-20995
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/PersonNm0PAIGE PLETSCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA CAYTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt016425
IRS990EZ/OtherRevenueTotalAmt01815
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT BLUE HERON ELEMENTARY
IRS990EZ/PrintingPublicationsPostageAmt0640
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/SpecialEventsDirectExpensesAmt025258
IRS990EZ/SpecialEventsNetIncomeLossAmt0392
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt042686
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt042972
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017065
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08392
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt035098
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0135839
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0165
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99880
IRS990ScheduleA/PublicSupportPY170Pct00.99810
IRS990ScheduleA/PublicSupportTotal170Amt0135839
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033651
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt035098
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026370
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030983
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0135839
IRS990ScheduleA/TotalSupportAmt0136004
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025258
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm05TH GRADE PA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06937
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05809
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012904
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06937
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025650
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0392
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05733
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025258
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05935
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013590
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTYEARBOOKS 1,815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTYEARBOOK STIPENDS 2,542SCIENCE 1,018TECHNOLOGY 5,258CURRICULUM 2,087TEACHER APPRECIATION 1,612CONFERENCE DINNERS 1,294PASSPORT CLUB 200CHILD CARE 160FUNDING TO BLUE HERON 1,481GUARDIAN FUND 296SOAR SHIRTS 1,049CONTRACTORS 1,000DIRECT DRIVE (3,267)SCHOLARSHIPS 1,000TAXES AND LICENSES 695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARUNCLEARED LIABILITIES 42,686 42,972
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA CAYTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06517843477
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-19
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/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/PreparationDt02024-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cassi Gordon-Weinkauf EA
ReturnHeader/ReturnTs02024-08-19T15:19:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,977
Liabilities
$42,972
Net assets
-$20,995
Revenue
$8,392
Expenses
$17,065
Net income
-$8,673
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