Civic Intelligence

Pequot Lakes School PTA

990EZ • Fiscal year 2017 • EIN 71-0942246

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileWWW.FACEBOOK.COM/PEQUOTLAKESPTA
30805 Olson StreetPequot Lakes, MN 56472

(888) 577-7331

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

39th percentile

-0.5%

Higher net margin than 39% 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

41st percentile

-1.5%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$12,144

Down $180 (-1.5%) from 2016

Net Assets

Down

$12,144

Down $180 (-1.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin39th percentile

Revenue

Up

$39,201

Up $8,192 (+26%) from 2016

Expenses

Down

$39,381

Down $12,628 (-24%) from 2016

Net Income

Up

-$180

Up $20,820 (+99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$100K$50K$0Assets 2011: $29,164Liabilities 2011: $02011Assets 2012: $37,690Liabilities 2012: $02012Assets 2013: $47,888Liabilities 2013: $02013Assets 2014: $23,147Liabilities 2014: $02014Assets 2015: $27,942Liabilities 2015: $02015Assets 2016: $12,324Liabilities 2016: $0Net Assets 2016: $12,3242016Assets 2017: $12,144Liabilities 2017: $0Net Assets 2017: $12,1442017Assets 2018: $45,227Liabilities 2018: $0Net Assets 2018: $45,2272018Assets 2019: $48,125Liabilities 2019: $0Net Assets 2019: $48,1252019Assets 2020: $80,879Liabilities 2020: $0Net Assets 2020: $80,8792020Assets 2021: $67,618Liabilities 2021: $0Net Assets 2021: $67,6182021Assets 2022: $79,234Liabilities 2022: $0Net Assets 2022: $79,2342022Assets 2023: $51,085Liabilities 2023: $0Net Assets 2023: $51,0852023Assets 2024: $50,462Liabilities 2024: $0Net Assets 2024: $50,4622024Assets 2025: $50,207Net Assets 2025: $50,2072025

Highlighted filing

2017

Assets$12,144
Liabilities$0
Net Assets$12,144
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$100K$50K$0-$50KRevenue 2011: $45,587Expenses 2011: $26,518Net Income 2011: $19,0692011Revenue 2012: $41,320Expenses 2012: $32,794Net Income 2012: $8,5262012Revenue 2013: $42,098Expenses 2013: $31,630Net Income 2013: $10,4682013Revenue 2014: $33,733Expenses 2014: $28,439Net Income 2014: $5,2942014Revenue 2015: $34,500Expenses 2015: $29,705Net Income 2015: $4,7952015Revenue 2016: $31,009Expenses 2016: $52,009Net Income 2016: -$21,0002016Revenue 2017: $39,201Expenses 2017: $39,381Net Income 2017: -$1802017Revenue 2018: $55,653Expenses 2018: $22,570Net Income 2018: $33,0832018Revenue 2019: $43,354Expenses 2019: $40,456Net Income 2019: $2,8982019Revenue 2020: $48,992Expenses 2020: $16,238Net Income 2020: $32,7542020Revenue 2021: $2,994Expenses 2021: $16,255Net Income 2021: -$13,2612021Revenue 2022: $56,943Expenses 2022: $45,327Net Income 2022: $11,6162022Revenue 2023: $50,472Expenses 2023: $78,621Net Income 2023: -$28,1492023Revenue 2024: $46,991Expenses 2024: $47,614Net Income 2024: -$6232024Revenue 2025: $56,486Expenses 2025: $56,740Net Income 2025: -$2542025

Highlighted filing

2017

Revenue$39,201
Expenses$39,381
Net Income-$180
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$62,594
Mission and Program Overview

Mission

Support teachers and students at pequot

Program Services

DescriptionGrantsExpenses
WE SUPPLEMENT FIELD TRIPS SUPPORT THE LITERACY COLLABORATIVE FUND BOOKS FOR KIDS POSITIVE BEHAVIOR PROGRAMS$34,005$34,005
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY WOODMANPresidentPT$0--
ALAINA BUNDYSecretary-$0--
GRETCHEN ROGERSTreasurerPT$0--
MELISSA HAFFPresident ElectPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Banquet----
Carnival----
Filing and Contact Details

Filer

Filer Name
Pequot Lakes Pta
EIN
71-0942246
Address
30805 OLSON STREET, PEQUOT LAKES, MN 56472

Signing Officer

Name
Gretchen Rogers
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Roggenkamp Tax and Accounting LLC
Address
PO BOX 748, Crosslake, MN 56442
Preparer
Tim Roggenkamp CPA
Phone
2186922650
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity educational field trips amount 13,314activity grant requests amount 10,182activity others under $5000 amount 10,509”

Description of other expenses Part I line 16

“Description amountmembership marketing 147membership dues 681apprciation days 772national jr honor society 206”

Raw XML Appendix156 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/PersonNm0GRETCHEN ROGERS
IRS990EZ/BooksInCareOfDetail/PhoneNum08885777331
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030805 OLSON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEQUOT LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056472
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012144
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01746
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-180
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012144
IRS990EZ/FundraisingGrossIncomeAmt059527
IRS990EZ/GrantsAndSimilarAmountsPaidAmt034005
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0445
IRS990EZ/GrossReceiptsAmt062594
IRS990EZ/GrossSalesOfInventoryAmt0445
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0868
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012144
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012144
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
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/PersonNm0KELLY WOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALAINA BUNDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRETCHEN ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA HAFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01806
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHERS AND STUDENTS AT PEQUOT
IRS990EZ/PrintingPublicationsPostageAmt03070
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE SUPPLEMENT FIELD TRIPS SUPPORT THE LITERACY COLLABORATIVE FUND BOOKS FOR KIDS POSITIVE BEHAVIOR PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt034005
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034005
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023393
IRS990EZ/SpecialEventsNetIncomeLossAmt036134
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039381
IRS990EZ/TotalProgramServiceExpensesAmt034005
IRS990EZ/TotalRevenueAmt039201
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04191
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0109
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98980
IRS990ScheduleA/PublicSupportPY170Pct00.99000
IRS990ScheduleA/PublicSupportTotal170Amt010550
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0891
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04191
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010550
IRS990ScheduleA/TotalSupportAmt010659
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY EDUCATIONAL FIELD TRIPS AMOUNT 13,314ACTIVITY GRANT REQUESTS AMOUNT 10,182ACTIVITY OTHERS UNDER $5000 AMOUNT 10,509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTMEMBERSHIP MARKETING 147MEMBERSHIP DUES 681APPRCIATION DAYS 772NATIONAL JR HONOR SOCIETY 206
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRETCHEN ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEQUOT LAKES PTA
ReturnHeader/Filer/BusinessNameControlTxt0PEQU
ReturnHeader/Filer/EIN0710942246
ReturnHeader/Filer/USAddress/AddressLine1Txt030805 OLSON STREET
ReturnHeader/Filer/USAddress/CityNm0PEQUOT LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056472
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId055D2894FBBAF65BE1B4702599F86088B45C5F910
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055D2894FBBAF65BE1B4702599F86088B45C5F910
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0412550201732053swa5l
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.83.197.250
ReturnHeader/FilingSecurityInformation/IPDt02017-11-16
ReturnHeader/FilingSecurityInformation/IPTm012:33:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273407894
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGGENKAMP TAX AND ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 748
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Crosslake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056442
ReturnHeader/PreparerPersonGrp/PhoneNum02186922650
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM ROGGENKAMP CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-16T12:32:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,144
Liabilities
$0
Net assets
$12,144
Revenue
$39,201
Expenses
$39,381
Net income
-$180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$50.2$50.2$56.5$56.7$0.25
2024Detailed filing. Detailed filing data is available for this year.$50.5$0.00$50.5$47.0$47.6$0.62
2023Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$50.5$78.6$28.1
2022Detailed filing. Detailed filing data is available for this year.$79.2$0.00$79.2$56.9$45.3$11.6
2021Detailed filing. Detailed filing data is available for this year.$67.6$0.00$67.6$2.99$16.3$13.3
2020Detailed filing. Detailed filing data is available for this year.$80.9$0.00$80.9$49.0$16.2$32.8
2019Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$43.4$40.5$2.90
2018Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$55.7$22.6$33.1
2017Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$39.2$39.4$0.18
2016Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$31.0$52.0$21.0
2015Summary only. Only limited summary data is available for this year.$27.9$0.00$34.5$29.7$4.80
2014Summary only. Only limited summary data is available for this year.$23.1$0.00$33.7$28.4$5.29
2013Summary only. Only limited summary data is available for this year.$47.9$0.00$42.1$31.6$10.5
2012Summary only. Only limited summary data is available for this year.$37.7$0.00$41.3$32.8$8.53
2011Summary only. Only limited summary data is available for this year.$29.2$0.00$45.6$26.5$19.1