Civic Intelligence

Jfk Elementary Parent Teacher Organization

990EZ • Fiscal year 2024 • EIN 45-4680861

Sep 01, 2023 to Aug 31, 2024 • Filed on Jan 13, 2025

Organization Profile
21240 Holyoke AveLakeville, MN 55044

(612) 251-0645

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

15th percentile

-29%

Higher net margin than 15% 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

21st percentile

-24%

Faster asset growth than 21% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

37th percentile

-7.0%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$22,026

Down $16,118 (-42%) from 2022

Net Assets

Down

$22,026

Down $16,118 (-42%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin15th percentile

Revenue

Down

$54,794

Down $8,590 (-14%) from 2022

Expenses

Up

$70,912

Up $10,192 (+17%) from 2022

Net Income

Down

-$16,118

Down $18,782 (-705%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$40K$30K$20K$10K$0Assets 2019: $11,385Liabilities 2019: $0Net Assets 2019: $11,3852019Assets 2022: $38,144Liabilities 2022: $0Net Assets 2022: $38,1442022Assets 2024: $22,026Liabilities 2024: $0Net Assets 2024: $22,0262024Assets 2025: $18,042Liabilities 2025: $0Net Assets 2025: $18,0422025

Highlighted filing

2024

Assets$22,026
Liabilities$0
Net Assets$22,026
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2019: $58,098Expenses 2019: $58,794Net Income 2019: -$6962019Revenue 2022: $63,384Expenses 2022: $60,720Net Income 2022: $2,6642022Revenue 2024: $54,794Expenses 2024: $70,912Net Income 2024: -$16,1182024Revenue 2025: $59,627Expenses 2025: $63,611Net Income 2025: -$3,9842025

Highlighted filing

2024

Revenue$54,794
Expenses$70,912
Net Income-$16,118
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 13, 2025
Return Version
2023v6.0
Gross Receipts
$54,794
Mission and Program Overview

Mission

To support staff and students of jfk ele

Program Services

DescriptionGrantsExpenses
THE PTO PROVIDES VOLUNTEERS AND FUNDING FOR THE SCHOOL DIRECTLRYY, FALL AND SPRING BOOK FAIRS, SPRING ACTIVITY DAY AND FAMILY FUN NIGHT AND MORE.-$37,922
WE OFFER ASSISTANCE BY COORDINATING VOLUNTEERS WHEN NEEDED AND OFFERING FUNDS TO THE SCHOOL FOR PROGRAMS AND/OR SUPPLIES THAT ARE NOT INCLUDED IN THE SCHOOLS ANNUAL BUDGET.-$32,990
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TINA SELFSecretaryPT$0--
LINDSEY FALLENSTEINPresidentPT$0--
TARA JONESVolunteer CoordinatorPT$0--
KATIE ANDERSONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Jfk Elementary Parent Teacher Org
EIN
45-4680861
Address
21240 HOLYOKE AVE, LAKEVILLE, MN 55044

Signing Officer

Name
Tina Self
Title
Secretary
Phone
6122510645
Signed
2025-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Heimdal Tax and Financial Services
Address
8353 210th St West, Lakeville, MN 55044-8504
Preparer
Pamela S Heimdal Ea
Phone
9524691428
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountprogram expesnes 55,450fundraising expenses 12,596management/general expenses 2,866”

Raw XML Appendix133 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/PersonNm0TINA SELF
IRS990EZ/BooksInCareOfDetail/PhoneNum06122510645
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021240 HOLYOKE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038144
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022026
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16118
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038144
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022026
IRS990EZ/GrossReceiptsAmt054794
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038144
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038144
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022026
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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/PersonNm0TINA SELF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDSEY FALLENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TARA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt070912
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STAFF AND STUDENTS OF JFK ELE
IRS990EZ/ProgramServiceRevenueAmt054794
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE OFFER ASSISTANCE BY COORDINATING VOLUNTEERS WHEN NEEDED AND OFFERING FUNDS TO THE SCHOOL FOR PROGRAMS AND/OR SUPPLIES THAT ARE NOT INCLUDED IN THE SCHOOLS ANNUAL BUDGET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTO PROVIDES VOLUNTEERS AND FUNDING FOR THE SCHOOL DIRECTLRYY, FALL AND SPRING BOOK FAIRS, SPRING ACTIVITY DAY AND FAMILY FUN NIGHT AND MORE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032990
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt137922
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070912
IRS990EZ/TotalProgramServiceExpensesAmt070912
IRS990EZ/TotalRevenueAmt054794
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt054794
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt063384
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0118178
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0118178
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054794
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063384
IRS990ScheduleA/Total509Grp/TotalAmt0118178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0118178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROGRAM EXPESNES 55,450FUNDRAISING EXPENSES 12,596MANAGEMENT/GENERAL EXPENSES 2,866
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA SELF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06122510645
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JFK ELEMENTARY PARENT TEACHER ORG
ReturnHeader/Filer/BusinessNameControlTxt0JFKE
ReturnHeader/Filer/EIN0454680861
ReturnHeader/Filer/USAddress/AddressLine1Txt021240 HOLYOKE AVE
ReturnHeader/Filer/USAddress/CityNm0LAKEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055044
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752972222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heimdal Tax and Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08353 210th St West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lakeville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0550448504
ReturnHeader/PreparerPersonGrp/PhoneNum09524691428
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA S HEIMDAL EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-20T14:12:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
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
$22,026
Liabilities
$0
Net assets
$22,026
Revenue
$54,794
Expenses
$70,912
Net income
-$16,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$59.6$63.6$3.98
2024Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$54.8$70.9$16.1
2022Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$63.4$60.7$2.66
2019Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$58.1$58.8$0.70