Civic Intelligence

Pequot Lakes School PTA

990EZ • Fiscal year 2022 • EIN 71-0942246

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 07, 2022

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

(888) 577-7331

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$79,234

Flat from 2022

Net Assets

Flat

$79,234

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Flat

$56,943

Flat from 2022

Expenses

Flat

$45,327

Flat from 2022

Net Income

Flat

$11,616

Flat from 2022

Historical Trend

Balance Sheet Trend

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 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

2022

Assets$79,234
Liabilities$0
Net Assets$79,234
Open 2022 Filing

Operations Trend

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 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

2022

Revenue$56,943
Expenses$45,327
Net Income$11,616
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$111,306
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA HAFFPresidentPT$0--
JESSI KOFLERTreasurerPT$0--
LISA SCHULTZVice PresidentPT$0--
AMBER SCHRUPPSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival----
Fun Run----
Filing and Contact Details

Filer

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

Signing Officer

Name
Jessi Kofler
Title
Treasurer
Phone
2186922650
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Roggenkamp & Associates
Address
PO BOX 748, CROSSLAKE, MN 56442
Preparer
Jake Roggenkamp CPA
Phone
8336682977
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity grant requests eagle view amount 5,582activity grant request middle school amount 4,607activity other grant requests under $5000 amount 12,540”

Description of other expenses Part I line 16

“Description amountmembership dues 126general office supplies 334field trip transportation 14,191pk-4 education supplies 822appreciation 3,724insurance 265bike rodeo 1,783family nights 157gift cards 150treats 879misc 167”

Description of other assets Part II line 24

“Category beginning of year end of yeartrailer 0 5,189”

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/PersonNm0MELISSA HAFF
IRS990EZ/BooksInCareOfDetail/PhoneNum08885777331
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030805 OLSON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEQUOT LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056472
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067618
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074045
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05281
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011616
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt022729
IRS990EZ/GrossReceiptsAmt0111306
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0180
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067618
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079234
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067618
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079234
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA HAFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSI KOFLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMBER SCHRUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05189
IRS990EZ/OtherExpensesTotalAmt022598
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT TEACHERS AND STUDENTS AT PEQUOT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE SUPPLEMENT FIELD TRIPS, SUPPORT THE LITERACY COLLABORATIVE, FUND BOOKS FOR KIDS, POSITIVE BEHAVIOR PROGRAMS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt054363
IRS990EZ/SpecialEventsNetIncomeLossAmt051446
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045327
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt056943
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01019
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010058
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0109
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98930
IRS990ScheduleA/PublicSupportPY170Pct00.98740
IRS990ScheduleA/PublicSupportTotal170Amt010058
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01019
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01945
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010058
IRS990ScheduleA/TotalSupportAmt010167
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY GRANT REQUESTS EAGLE VIEW AMOUNT 5,582ACTIVITY GRANT REQUEST MIDDLE SCHOOL AMOUNT 4,607ACTIVITY OTHER GRANT REQUESTS UNDER $5000 AMOUNT 12,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTMEMBERSHIP DUES 126GENERAL OFFICE SUPPLIES 334FIELD TRIP TRANSPORTATION 14,191PK-4 EDUCATION SUPPLIES 822APPRECIATION 3,724INSURANCE 265BIKE RODEO 1,783FAMILY NIGHTS 157GIFT CARDS 150TREATS 879MISC 167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARTRAILER 0 5,189
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSI KOFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02186922650
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
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/PreparerFirmGrp/PreparerFirmEIN0273407894
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGGENKAMP & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 748
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CROSSLAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056442
ReturnHeader/PreparerPersonGrp/PhoneNum08336682977
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jake Roggenkamp CPA
ReturnHeader/ReturnTs02022-12-01T11:04:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOFLER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,234
Liabilities
$0
Net assets
$79,234
Revenue
$56,943
Expenses
$45,327
Net income
$11,616
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
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