Civic Intelligence

Little Mountain PTO

990EZ • Fiscal year 2017 • EIN 42-1735711

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 16, 2017

9350 Fallon AvenueMonticello, MN 55362

(763) 272-2600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

24th percentile

-9.1%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$5,879

Down $2,777 (-32%) from 2016

Net Assets

Down

$5,879

Down $2,777 (-32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$30,587

Down $5,660 (-16%) from 2016

Expenses

Down

$33,364

Down $26,920 (-45%) from 2016

Net Income

Up

-$2,777

Up $21,260 (+88%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$5,879
Liabilities$0
Net Assets$5,879

Operations Trend

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

2017

Revenue$30,587
Expenses$33,364
Net Income-$2,777
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$71,497
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.

Program Services

DescriptionGrantsExpenses
SUPPORTING FIELD TRIPS FOR CLASSROOMS, AND CONTRIBUTING TO UPGRADING TECHNOLOGY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON MILLERChair-$0--
SARAH MILLERCo-Chair-$0--
ALYCE WHITRYTreasurer-$0--
KAREN VETSCHVolunteer Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraisers (chippe Shoppe)$42,535$42,535$22,472$20,063
School Color Run$10,001$10,001$5,584$4,417
Total Events$71,495$71,495$40,910$30,585
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
Jason Miller
Title
President
Phone
3203099550
Signed
2017-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Bruns & Company Chartered
Address
111 LAKE ST N PO BOX 219, BIG LAKE, MN 55309
Preparer
Erin E Nebben
Phone
7632633300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 2.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: classroom expenses/media center. Amount: 28,070. Description: bank fees. Amount: 322. Description: office supplies. Amount: 80. Description: pto childcare. Amount: 70. Description: pto sponsored events (family bingo/gpday/teacher apprec.). Amount: 598. Description: lme - graduation shirts. Amount: 1,243. Description: field trips. Amount: 1,186. Description: cornerstone - teacher meal. Amount: 1,386. Description: administrative fees. Amount: 30. Total to form 990-ez, line 16: 32,985.

Raw XML Appendix172 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0ALYCE WHITRY
IRS990EZ/BooksInCareOfDetail/PhoneNum07632722600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02820 MEADOW LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTICELLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055362
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08656
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05879
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2777
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0379
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08656
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05879
IRS990EZ/FundraisingGrossIncomeAmt071495
IRS990EZ/GrossReceiptsAmt071497
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08656
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05879
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08656
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05879
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALYCE WHITRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN VETSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEER COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt032985
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTING FIELD TRIPS FOR CLASSROOMS, AND CONTRIBUTING TO UPGRADING TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt040910
IRS990EZ/SpecialEventsNetIncomeLossAmt030585
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033364
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt030587
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LMES.MONTICELLO.SCHOOLFUSION.US
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062911
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0287804
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0287804
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071494
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt076869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076530
IRS990ScheduleA/Total509Grp/TotalAmt0287804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076869
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076530
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0287804
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040910
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISERS (CHIPPE SHOPPE)
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL COLOR RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071495
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt071495
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030585
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012854
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040910
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022472
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05584
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CLASSROOM EXPENSES/MEDIA CENTER. AMOUNT: 28,070. DESCRIPTION: BANK FEES. AMOUNT: 322. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 80. DESCRIPTION: PTO CHILDCARE. AMOUNT: 70. DESCRIPTION: PTO SPONSORED EVENTS (FAMILY BINGO/GPDAY/TEACHER APPREC.). AMOUNT: 598. DESCRIPTION: LME - GRADUATION SHIRTS. AMOUNT: 1,243. DESCRIPTION: FIELD TRIPS. AMOUNT: 1,186. DESCRIPTION: CORNERSTONE - TEACHER MEAL. AMOUNT: 1,386. DESCRIPTION: ADMINISTRATIVE FEES. AMOUNT: 30. TOTAL TO FORM 990-EZ, LINE 16: 32,985.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03203099550
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LITTLE MOUNTAIN PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0LITT
ReturnHeader/Filer/EIN0421735711
ReturnHeader/Filer/PhoneNum07632722600
ReturnHeader/Filer/USAddress/AddressLine1Txt09350 FALLON AVENUE
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055362
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0657F62996C93C7CC489F3F26C5704B5E4875544F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CAF156C2CED8DF51BB4D54642BD616A9FF52BC33
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.181.152.171
ReturnHeader/FilingSecurityInformation/IPDt02017-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:21:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411313585
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON BRUNS & COMPANY CHARTERED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 LAKE ST N PO BOX 219
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIG LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055309
ReturnHeader/PreparerPersonGrp/PhoneNum07632633300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN E NEBBEN
ReturnHeader/ReturnTs02017-10-24T12:39:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings