Civic Intelligence

Lincoln Elementary Ptg Inc.

990EZ • Fiscal year 2023 • EIN 46-0781180

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 20, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

61st percentile

9.9%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

5.6%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

9.6%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$50,966

Up $2,692 (+5.6%) from 2022

Net Assets

Up

$50,966

Up $2,692 (+5.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$27,282

Up $2,384 (+9.6%) from 2022

Expenses

Down

$24,590

Down $5,995 (-20%) from 2022

Net Income

Up

$2,692

Up $8,379 (+147%) from 2022

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

2023

Assets$50,966
Liabilities$0
Net Assets$50,966

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

2023

Revenue$27,282
Expenses$24,590
Net Income$2,692
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 20, 2023
Return Version
2022v5.0
Gross Receipts
$42,519
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.-$23,540
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$17,964$17,964$6,721$11,243
Carnival$12,612$12,612$329$12,283
Total Events$30,576$30,576$12,533$18,043
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
2023-12-20
Discuss with paid preparer
Yes

Preparer

Firm
Menke & Company
Address
406 AVENUE E PO BOX 135, WEST POINT, IA 52656-0135
Preparer
Kelly Nelton
Phone
3198376042
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Book for a buck cost of goods sold 2,712 expenses information technology 857 3rd grade shirts 420 steam expenses 205 library 2,396 miscellaneous 10 scholastic news 1,806 teacher appreciation 2,936 teacher supplies 4,365 kindergarten round-up 340 field day 1,037 educational programs 2,900 supply cabinet 695 snacks/class parties 763 office supplies 180 field trips 288 pbis expenses 92 fans 1,024 promotional items 1,050 total 24,076

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 Appendix154 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
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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/BOYAmt048274
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IRS990EZ/GrossReceiptsAmt042519
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMANDA WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY NELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOLENE DILKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY HELLIGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024076
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/ProgramServiceRevenueAmt01267
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/ProgramServiceExpensesAmt023540
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt025020
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024590
IRS990EZ/TotalProgramServiceExpensesAmt023540
IRS990EZ/TotalRevenueAmt027282
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt065105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031691
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt026475
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041252
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041252
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0178108
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012533
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0336
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0329
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01712
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01712
IRS990ScheduleG/StatesWhereGamingConductedCd0IA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOOK FOR A BUCK COST OF GOODS SOLD 2,712 EXPENSES INFORMATION TECHNOLOGY 857 3RD GRADE SHIRTS 420 STEAM EXPENSES 205 LIBRARY 2,396 MISCELLANEOUS 10 SCHOLASTIC NEWS 1,806 TEACHER APPRECIATION 2,936 TEACHER SUPPLIES 4,365 KINDERGARTEN ROUND-UP 340 FIELD DAY 1,037 EDUCATIONAL PROGRAMS 2,900 SUPPLY CABINET 695 SNACKS/CLASS PARTIES 763 OFFICE SUPPLIES 180 FIELD TRIPS 288 PBIS EXPENSES 92 FANS 1,024 PROMOTIONAL ITEMS 1,050 TOTAL 24,076
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY NELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03194709407
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-20
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421363298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENKE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0406 AVENUE E PO BOX 135
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0526560135
ReturnHeader/PreparerPersonGrp/PhoneNum03198376042
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY NELTON
ReturnHeader/ReturnTs02024-02-14T10:27:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELTON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings