Civic Intelligence

Pequot Lakes School PTA

990EZ • Fiscal year 2024 • EIN 71-0942246

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 22, 2024

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

(218) 820-7174

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-1.3%

Higher net margin than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-1.2%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-6.9%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$50,462

Down $623 (-1.2%) from 2023

Net Assets

Down

$50,462

Down $623 (-1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin39th percentile

Revenue

Down

$46,991

Down $3,481 (-6.9%) from 2023

Expenses

Down

$47,614

Down $31,007 (-39%) from 2023

Net Income

Up

-$623

Up $27,526 (+98%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2024

Assets$50,462
Liabilities$0
Net Assets$50,462
Open 2024 Filing

Operations Trend

Revenue Growth37th 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

2024

Revenue$46,991
Expenses$47,614
Net Income-$623
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 22, 2024
Return Version
2023v5.0
Gross Receipts
$121,841
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.$8,985$46,063
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZA SCHULTZPresidentPT$0--
AMANDA CLAYSONVice PresidePT$0--
AMBER SCHRUPPTreasurerPT$0--
ALISON FALENSCHEKSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$73,584-$41,856-
Denim & Diamond$22,335$21,734$11,482$10,252
Total Events$107,846$21,734$72,737$-51,003
Filing and Contact Details

Filer

Filer Name
Pequot Lakes Pta
EIN
71-0942246
Phone
2188207174
Address
30805 OLSON STREET, PEQUOT LAKES, MN 56472

Signing Officer

Name
Liza Schultz
Title
President
Phone
2188217427
Signed
2024-11-22
Discuss with paid preparer
Yes

Preparer

Firm
Clasen & Schiessl Cpas Ltd
Address
30954 GOVERNMENT DRIVE, PEQUOT LAKES, MN 56472
Preparer
Julie a Nelson
Phone
2185685242
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 8,985”

Form 990-ez, Part I, Line 16

“Expenses membership dues 304 field trip transportation 16,994 pk-8 education supplies 4,276 appreciation 3,293 insurance 380 bike rodeo 1,514 family nights 47 treats 1,339 bulk school supplies 4,966 breakfast buddies 830 fun books for kids 1,000 administrative 551 middle school dance 1,393 non-investment depreciation 742 total 37,629”

Form 990-ez, Part II, Line 24

“5,189 5,189 less accumulated depreciation 741 1,483 total 4,448 3,706”

Raw XML Appendix161 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/PersonNm0AMBER SCHRUPP
IRS990EZ/BooksInCareOfDetail/PhoneNum02188207174
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030805 OLSON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEQUOT LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056472
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046637
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046756
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt091516
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-623
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051085
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050462
IRS990EZ/FundraisingGrossIncomeAmt024409
IRS990EZ/GamingGrossIncomeAmt05395
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08985
IRS990EZ/GrossReceiptsAmt0121841
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0101
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0420
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051085
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050462
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051085
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050462
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt36.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LIZA SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA CLAYSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBER SCHRUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALISON FALENSCHEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04448
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03706
IRS990EZ/OtherExpensesTotalAmt037629
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046063
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt074850
IRS990EZ/SpecialEventsNetIncomeLossAmt0-45046
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047614
IRS990EZ/TotalProgramServiceExpensesAmt046063
IRS990EZ/TotalRevenueAmt046991
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FACEBOOK.COM/PEQUOTLAKESPTA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt091516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0100118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0180
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0251302
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99820
IRS990ScheduleA/PublicSupportPY170Pct00.98940
IRS990ScheduleA/PublicSupportTotal170Amt0100118
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt091516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01492
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0100118
IRS990ScheduleA/TotalSupportAmt0100298
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt086112
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt073584
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0601
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt011927
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt072737
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DENIM & DIAMOND
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt073584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011927
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0107846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021734
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021734
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-51003
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt019399
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt072737
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt041856
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011482
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/StatesWhereGamingConductedCd0MN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 8,985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MEMBERSHIP DUES 304 FIELD TRIP TRANSPORTATION 16,994 PK-8 EDUCATION SUPPLIES 4,276 APPRECIATION 3,293 INSURANCE 380 BIKE RODEO 1,514 FAMILY NIGHTS 47 TREATS 1,339 BULK SCHOOL SUPPLIES 4,966 BREAKFAST BUDDIES 830 FUN BOOKS FOR KIDS 1,000 ADMINISTRATIVE 551 MIDDLE SCHOOL DANCE 1,393 NON-INVESTMENT DEPRECIATION 742 TOTAL 37,629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25,189 5,189 LESS ACCUMULATED DEPRECIATION 741 1,483 TOTAL 4,448 3,706
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LIZA SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02188217427
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEQUOT LAKES PTA
ReturnHeader/Filer/BusinessNameControlTxt0PEQU
ReturnHeader/Filer/EIN0710942246
ReturnHeader/Filer/PhoneNum02188207174
ReturnHeader/Filer/USAddress/AddressLine1Txt030805 OLSON STREET
ReturnHeader/Filer/USAddress/CityNm0PEQUOT LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056472
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474889790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLASEN & SCHIESSL CPAS LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030954 GOVERNMENT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEQUOT LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056472
ReturnHeader/PreparerPersonGrp/PhoneNum02185685242
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE A NELSON
ReturnHeader/ReturnTs02024-12-04T11:39:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,462
Liabilities
$0
Net assets
$50,462
Revenue
$46,991
Expenses
$47,614
Net income
-$623
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