Civic Intelligence

Lincoln Elementary Ptg Inc.

990EZ • Fiscal year 2021 • EIN 46-0781180

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 28, 2021

1326 Avenue EFt Madison, IA 52627

(319) 470-9407

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

80th percentile

37%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

Up

$53,961

Up $35,250 (+188%) from 2014

Net Assets

Up

$53,961

Up $35,250 (+188%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$90,168

Up $46,624 (+107%) from 2014

Expenses

Down

$56,704

Down $99,153 (-64%) from 2014

Net Income

Up

$33,464

Up $145,777 (+130%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $131,024Liabilities 2013: $0Net Assets 2013: $131,0242013Assets 2014: $18,711Liabilities 2014: $0Net Assets 2014: $18,7112014Assets 2021: $53,961Liabilities 2021: $0Net Assets 2021: $53,9612021Assets 2022: $48,274Liabilities 2022: $0Net Assets 2022: $48,2742022Assets 2023: $50,966Liabilities 2023: $0Net Assets 2023: $50,9662023Assets 2024: $58,744Liabilities 2024: $0Net Assets 2024: $58,7442024Assets 2025: $164,027Net Assets 2025: $164,0272025

Highlighted filing

2021

Assets$53,961
Liabilities$0
Net Assets$53,961

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2013: $181,810Expenses 2013: $120,167Net Income 2013: $61,6432013Revenue 2014: $43,544Expenses 2014: $155,857Net Income 2014: -$112,3132014Revenue 2021: $90,168Expenses 2021: $56,704Net Income 2021: $33,4642021Revenue 2022: $24,898Expenses 2022: $30,585Net Income 2022: -$5,6872022Revenue 2023: $27,282Expenses 2023: $24,590Net Income 2023: $2,6922023Revenue 2024: $22,773Expenses 2024: $14,996Net Income 2024: $7,7772024Revenue 2025: $147,119Expenses 2025: $41,835Net Income 2025: $105,2842025

Highlighted filing

2021

Revenue$90,168
Expenses$56,704
Net Income$33,464
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 28, 2021
Return Version
2020v4.0
Gross Receipts
$97,785
Mission and Program Overview

Mission

The purpose of the lincoln elementary ptg, inc. (ptg) is to support the school and its teachers and students by coordinating volunteer participation to support school programs and activities, increase school spirit, enhance the quality of education provided and to supplement existing programs and services.

Program Services

DescriptionGrantsExpenses
THE LINCOLN ELEMENTARY PTG, INC. RAISED FUNDS TO PROVIDE EDUCATION PROGRAMS, LIBRARY BOOKS, AND HAS A REIMBURSEMENT PROGRAM TO HELP OFFSET OUT OF POCKET COSTS THAT TEACHERS INCUR TO PURCHASE CLASSROOM SUPPLIES.-$56,704
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA WATSONPresidentPT$0--
KELLY NELTONTreasurerPT$0--
JOLENE DILKSVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$18,298$18,298$6,086$12,212
Auction$6,531$6,531$131$6,400
Total Events$24,829$24,829$6,217$18,612
Filing and Contact Details

Filer

Filer Name
Lincoln Elementary Ptg Inc
EIN
46-0781180
Phone
3194709407
Address
1326 AVENUE E, FT MADISON, IA 52627

Signing Officer

Name
Kelly Nelton
Title
Treasurer
Phone
3194709407
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Menke & Company
Address
3915 MAIN ST, KEOKUK, IA 52632-2010
Preparer
Kelly Nelton
Phone
3195241040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses information technology 8,382 student year end gift 297 3rd grade shirts 362 furniture 22,932 covid expenses 1,114 steam expenses 10,454 pbis 1,175 library 2,160 miscellaneous 314 scholastic news 1,556 teacher appreciation 2,885 techer supplies 4,556 total 56,187

Form 990-ez, Part III

The purpose of the lincoln elementary ptg, inc. (ptg) is to support the school and its teachers and students by coordinating volunteer participation to support school programs and activities, increase school spirit, enhance the quality of education provided and to supplement existing programs and services.

Raw XML Appendix142 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0AMANDA WATSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1KELLY NELTON
CompensationExplanation/CompensationExplanationGrp/PersonNm2JOLENE DILKS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KELLY NELTON
IRS990EZ/BooksInCareOfDetail/PhoneNum03194709407
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02410 AVENUE G
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052627
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020497
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt063839
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033464
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020497
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053961
IRS990EZ/FundraisingGrossIncomeAmt024829
IRS990EZ/GamingGrossIncomeAmt09117
IRS990EZ/GrossReceiptsAmt097785
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020497
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020497
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053961
IRS990EZ/OccupancyRentUtltsAndMaintAmt0517
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY NELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOLENE DILKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056187
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE LINCOLN ELEMENTARY PTG, INC. (PTG) IS TO SUPPORT THE SCHOOL AND ITS TEACHERS AND STUDENTS BY COORDINATING VOLUNTEER PARTICIPATION TO SUPPORT SCHOOL PROGRAMS AND ACTIVITIES, INCREASE SCHOOL SPIRIT, ENHANCE THE QUALITY OF EDUCATION PROVIDED AND TO SUPPLEMENT EXISTING PROGRAMS AND SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE LINCOLN ELEMENTARY PTG, INC. RAISED FUNDS TO PROVIDE EDUCATION PROGRAMS, LIBRARY BOOKS, AND HAS A REIMBURSEMENT PROGRAM TO HELP OFFSET OUT OF POCKET COSTS THAT TEACHERS INCUR TO PURCHASE CLASSROOM SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt056704
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07617
IRS990EZ/SpecialEventsNetIncomeLossAmt026329
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056704
IRS990EZ/TotalProgramServiceExpensesAmt056704
IRS990EZ/TotalRevenueAmt090168
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063839
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024829
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024829
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09117
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt09117
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt097785
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097785
IRS990ScheduleA/Total509Grp/TotalAmt097785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097785
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt097785
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06217
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024829
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06531
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024829
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018612
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06217
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06086
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0131
IRS990ScheduleG/StatesWhereGamingConductedCd0IA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INFORMATION TECHNOLOGY 8,382 STUDENT YEAR END GIFT 297 3RD GRADE SHIRTS 362 FURNITURE 22,932 COVID EXPENSES 1,114 STEAM EXPENSES 10,454 PBIS 1,175 LIBRARY 2,160 MISCELLANEOUS 314 SCHOLASTIC NEWS 1,556 TEACHER APPRECIATION 2,885 TECHER SUPPLIES 4,556 TOTAL 56,187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PURPOSE OF THE LINCOLN ELEMENTARY PTG, INC. (PTG) IS TO SUPPORT THE SCHOOL AND ITS TEACHERS AND STUDENTS BY COORDINATING VOLUNTEER PARTICIPATION TO SUPPORT SCHOOL PROGRAMS AND ACTIVITIES, INCREASE SCHOOL SPIRIT, ENHANCE THE QUALITY OF EDUCATION PROVIDED AND TO SUPPLEMENT EXISTING PROGRAMS AND SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY NELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03194709407
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN ELEMENTARY PTG INC
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0460781180
ReturnHeader/Filer/PhoneNum03194709407
ReturnHeader/Filer/USAddress/AddressLine1Txt01326 AVENUE E
ReturnHeader/Filer/USAddress/CityNm0FT MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052627
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421363298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENKE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03915 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KEOKUK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0526322010
ReturnHeader/PreparerPersonGrp/PhoneNum03195241040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NELTON
ReturnHeader/ReturnTs02021-11-12T14:44:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELTON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings