Civic Intelligence

Creek Valley Elementary PTO

990EZ • Fiscal year 2016 • EIN 47-3083868

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 24, 2017

6401 Gleason RdEdina, MN 55439

(952) 848-3200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Assets

$93,254

No earlier filing loaded for comparison.

Net Assets

$93,254

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$63,813

No earlier filing loaded for comparison.

Expenses

$29,150

No earlier filing loaded for comparison.

Net Income

$34,663

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $93,254Net Assets 2016: $93,2542016Assets 2017: $128,214Net Assets 2017: $128,2142017Assets 2018: $180,836Net Assets 2018: $180,8362018Assets 2019: $249,300Liabilities 2019: $02019Assets 2020: $47,154Net Assets 2020: $47,1542020Assets 2021: $63,166Net Assets 2021: $63,1662021Assets 2022: $102,772Liabilities 2022: $02022Assets 2023: $109,456Liabilities 2023: $02023Assets 2024: $122,064Liabilities 2024: $02024Assets 2025: $130,647Net Assets 2025: $130,6472025

Highlighted filing

2016

Assets$93,254
Liabilities-
Net Assets$93,254

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2016: $63,813Expenses 2016: $29,150Net Income 2016: $34,6632016Revenue 2017: $77,960Expenses 2017: $43,000Net Income 2017: $34,9602017Revenue 2018: $115,174Expenses 2018: $62,552Net Income 2018: $52,6222018Revenue 2019: $119,608Expenses 2019: $36,714Net Income 2019: $82,8942019Revenue 2020: $68,787Expenses 2020: $270,933Net Income 2020: -$202,1462020Revenue 2021: $53,484Expenses 2021: $37,473Net Income 2021: $16,0112021Revenue 2022: $82,663Expenses 2022: $43,056Net Income 2022: $39,6072022Revenue 2023: $90,670Expenses 2023: $83,986Net Income 2023: $6,6842023Revenue 2024: $85,962Expenses 2024: $73,354Net Income 2024: $12,6082024Revenue 2025: $75,751Expenses 2025: $67,323Net Income 2025: $8,4282025

Highlighted filing

2016

Revenue$63,813
Expenses$29,150
Net Income$34,663
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 24, 2017
Return Version
2015v3.0
Gross Receipts
$129,583
Mission and Program Overview

Mission

Enhance and support the educational experience at creek valley elementary, to develop a closer connection between school and home by encouraging parental involvement, and to improve the environment at school through volunteer and financial support.

Provide enrichment programs, child advocacy, media supplies and technology support to the creek valley elementary school.

Program Services

DescriptionGrantsExpenses
THE PTO'S ACTIVITIES PROVIDE SUPPORT FOR APPROXIMATELY 600 ELEMENTARY STUDENTS AND THEIR FAMILIES. SUPPLIES, BOOKS, MEDIA CENTER AND OTHER EQUIPMENT WERE PURCHASED AND DONATED TO THE SCHOOL FOR USE BY THE STUDENTS AND TEACHERS.-$28,507
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSIE FORSTONCo-President-$0--
LIZ MCCARTYCo-President-$0--
KATIE HEINPresident El-$0--
RACHEL MEIERANTTreasurer-$0--
ALLISON GARTNERTreasurer El-$0--
MARY JOINGSecretary-$0--
JEN NELSONSite Council-$0--
TIMOTHY BETHUNESite Council-$0--
BETH HAYWARDCorresp Secr-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Carnival$46,237$46,237$12,348$33,889
Yearbook Sales$17,639$17,639$17,286$353
Total Events$112,405$112,405$63,219$49,186
Filing and Contact Details

Filer

Filer Name
Creek Valley Elementary Pto
EIN
47-3083868
Phone
9528483200
Address
6401 GLEASON RD, EDINA, MN 55439

Signing Officer

Name
Rachel Meierant
Title
Treasurer
Phone
9528483200
Signed
2017-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Cummings Keegan & Co Pllp
Address
600 HIGHWAY 169 SOUTH STE 1625, ST LOUIS PARK, MN 55426-1209
Preparer
Marygen Hoehn Reutzel
Phone
9523452500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other revenue 2,544 total 2,544

Form 990-ez, Part I, Line 16

Expenses activities expense 565 art supplies 3,000 calculators 132 directory 982 ink cartridges 1,300 media center 2,901 pcn 600 postage 135 pride day 1,242 pta website 138 school beautification 2,078 science and math projects 192 staff opportunity 2,000 staff recognition awards 2,060 teacher classroom supplie 7,270 various program expenses 3,147 community outreach 304 constant contact 378 bank charges 80 new family night 42 world culture night 109 granparent's day event 125 total 28,780

Form 990-ez, Part I, Line 20

Transfer from pta minnesota congress creek valley 58,591 funds were transferred from pta congress creek valley dba creek valley pta (fein 41-1774482); a 501(c)(3) public charity.

Form 990-ez, Part III

Provide enrichment programs, child advocacy, media supplies and technology support to the creek valley elementary school.

Form 990-ez, Part III, Line 28

The pto's activities provide support for approximately 600 elementary students and their families. Supplies, books, media center and other equipment were purchased and donated to the school for use by the students and teachers.

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/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SITE COUNCIL
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ENRICHMENT PROGRAMS, CHILD ADVOCACY, MEDIA SUPPLIES AND TECHNOLOGY SUPPORT TO THE CREEK VALLEY ELEMENTARY SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 2,544 TOTAL 2,544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ACTIVITIES EXPENSE 565 ART SUPPLIES 3,000 CALCULATORS 132 DIRECTORY 982 INK CARTRIDGES 1,300 MEDIA CENTER 2,901 PCN 600 POSTAGE 135 PRIDE DAY 1,242 PTA WEBSITE 138 SCHOOL BEAUTIFICATION 2,078 SCIENCE AND MATH PROJECTS 192 STAFF OPPORTUNITY 2,000 STAFF RECOGNITION AWARDS 2,060 TEACHER CLASSROOM SUPPLIE 7,270 VARIOUS PROGRAM EXPENSES 3,147 COMMUNITY OUTREACH 304 CONSTANT CONTACT 378 BANK CHARGES 80 NEW FAMILY NIGHT 42 WORLD CULTURE NIGHT 109 GRANPARENT'S DAY EVENT 125 TOTAL 28,780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSFER FROM PTA MINNESOTA CONGRESS CREEK VALLEY 58,591 FUNDS WERE TRANSFERRED FROM PTA CONGRESS CREEK VALLEY DBA CREEK VALLEY PTA (FEIN 41-1774482); A 501(C)(3) PUBLIC CHARITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE ENRICHMENT PROGRAMS, CHILD ADVOCACY, MEDIA SUPPLIES AND TECHNOLOGY SUPPORT TO THE CREEK VALLEY ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PTO'S ACTIVITIES PROVIDE SUPPORT FOR APPROXIMATELY 600 ELEMENTARY STUDENTS AND THEIR FAMILIES. SUPPLIES, BOOKS, MEDIA CENTER AND OTHER EQUIPMENT WERE PURCHASED AND DONATED TO THE SCHOOL FOR USE BY THE STUDENTS AND TEACHERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/EIN0473083868
ReturnHeader/Filer/PhoneNum09528483200
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 HIGHWAY 169 SOUTH STE 1625
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ReturnHeader/PreparerPersonGrp/PhoneNum09523452500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARYGEN HOEHN REUTZEL
ReturnHeader/ReturnTs02017-03-01T15:22:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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