Civic Intelligence

Little Mountain PTO Inc

EIN 42-1735711 • 501(c)3 • Monticello, MN

Profile

The purpose of the pto is to enhance and support the educational experience at little mountain elementary, to develop a closer connection between school and home by encouraging parental involvement, and to improve the environment at little mountain elementary through volunteer and financial support.

9350 Fallon AvenueMonticello, MN 55362

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

15th percentile

-46%

Higher net margin than 15% of similar nonprofits.

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

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 2024

Asset Growth

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

28th percentile

-28%

Faster revenue growth than 28% of similar nonprofits.

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

Assets

Down

$25,671

Down $6,375 (-20%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$25,671

Down $6,375 (-20%) from 2023

Revenue

Down

$13,984

Down $5,432 (-28%) from 2023

Expenses

Down

$20,359

Down $12,809 (-39%) from 2023

Net Income

Up

-$6,375

Up $7,377 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $27,337Liabilities 2013: $02013Assets 2014: $26,639Liabilities 2014: $02014Assets 2015: $32,693Liabilities 2015: $02015Assets 2016: $8,656Liabilities 2016: $0Net Assets 2016: $8,6562016Assets 2017: $5,879Liabilities 2017: $0Net Assets 2017: $5,8792017Assets 2018: $11,542Liabilities 2018: $02018Assets 2019: $14,000Liabilities 2019: $02019Assets 2020: $21,467Liabilities 2020: $0Net Assets 2020: $21,4672020Assets 2021: $26,676Liabilities 2021: $0Net Assets 2021: $26,6762021Assets 2022: $45,797Liabilities 2022: $0Net Assets 2022: $45,7972022Assets 2023: $32,046Net Assets 2023: $32,0462023Assets 2024: $25,671Net Assets 2024: $25,6712024

Highlighted filing

2024

Assets$25,671
Liabilities-
Net Assets$25,671

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $1,185Expenses 2013: $13,263Net Income 2013: -$12,0782013Revenue 2014: $32,595Expenses 2014: $33,293Net Income 2014: -$6982014Revenue 2015: $28,299Expenses 2015: $22,245Net Income 2015: $6,0542015Revenue 2016: $36,247Expenses 2016: $60,284Net Income 2016: -$24,0372016Revenue 2017: $30,587Expenses 2017: $33,364Net Income 2017: -$2,7772017Revenue 2018: $64,085Expenses 2018: $58,422Net Income 2018: $5,6632018Revenue 2019: $45,962Expenses 2019: $43,504Net Income 2019: $2,4582019Revenue 2020: $45,392Expenses 2020: $37,925Net Income 2020: $7,4672020Revenue 2021: $45,562Expenses 2021: $40,352Net Income 2021: $5,2102021Revenue 2022: $67,339Expenses 2022: $48,218Net Income 2022: $19,1212022Revenue 2023: $19,416Expenses 2023: $33,168Net Income 2023: -$13,7522023Revenue 2024: $13,984Expenses 2024: $20,359Net Income 2024: -$6,3752024

Highlighted filing

2024

Revenue$13,984
Expenses$20,359
Net Income-$6,375

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 11, 2025
Return Version
2023v6.0
Gross Receipts
$36,486
Mission and Program Overview

Mission

To provide funds to the school for programs that are not typically covered by the school budget. This covers, classroom supplies, field trips, technology upgrades, and educational programs.

The purpose of the pto is to enhance and support the educational experience at little mountain elementary, to develop a closer connection between school and home by encouraging parental involvement, and to improve the environment at little mountain elementary through volunteer and financial support.

Program Services

DescriptionGrantsExpenses
SUPPORTING CLASS FIELD TRIPS, SUPPLIES AND SUPPORT FOR TEACHERS AND STAFF, TUTOR FOR STUDENTS AND CONTRIBUTING TO UPGRADING TECHNOLOGY. IN FYE 2022, ADDITIONAL SUPPORT WAS PROVIDED FOR NATURE BASED EDUCATION.-$19,731
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN SAKRYPresident-$0--
BRI BIGALKEFaculty Rep-$0--
MOLLLY HUUSFaculty Rep-$0--
ELIZABETH BARNESFaculty Rep-$0--
NATHAN MAHERFaculty Rep-$0--
KIM NYGAARDFaculty Rep-$0--
KATIE WORKMANTreasurer-$0--
SUMMER ST GEORGESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Worlds Finest C$29,587$29,587$15,144$14,443
Total Events$29,587$29,587$15,144$14,443
Filing and Contact Details

Filer

Filer Name
Little Mountain Pto Inc
EIN
42-1735711
Phone
7632722600
Address
9350 FALLON AVENUE, MONTICELLO, MN 55362

Signing Officer

Name
Katie Workman
Title
Treasurer
Phone
3204693543
Signed
2025-04-11

Preparer

Firm
Terning & Company Inc
Address
1938 W DIVISION ST, SAINT CLOUD, MN 56301
Preparer
Virginia Bruns
Phone
3202531886
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses teacher & staff appreciat 1,776 yearbook design 599 dues & subscriptions 129 office expenses 499 classroom supplies 17,356 total 20,359

Form 990-ez, Part III

The purpose of the pto is to enhance and support the educational experience at little mountain elementary, to develop a closer connection between school and home by encouraging parental involvement, and to improve the environment at little mountain elementary through volunteer and financial support.

Raw XML Appendix173 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.

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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE PTO IS TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE AT LITTLE MOUNTAIN ELEMENTARY, TO DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENTAL INVOLVEMENT, AND TO IMPROVE THE ENVIRONMENT AT LITTLE MOUNTAIN ELEMENTARY THROUGH VOLUNTEER AND FINANCIAL SUPPORT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHER & STAFF APPRECIAT 1,776 YEARBOOK DESIGN 599 DUES & SUBSCRIPTIONS 129 OFFICE EXPENSES 499 CLASSROOM SUPPLIES 17,356 TOTAL 20,359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSE OF THE PTO IS TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE AT LITTLE MOUNTAIN ELEMENTARY, TO DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENTAL INVOLVEMENT, AND TO IMPROVE THE ENVIRONMENT AT LITTLE MOUNTAIN ELEMENTARY THROUGH VOLUNTEER AND FINANCIAL SUPPORT.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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