Civic Intelligence

Pequot Lakes PTA

EIN 71-0942246 • 501(c)3 • Pequot Lakes, MN

Profile

Support teachers and students at pequot

30805 Olson StreetPequot Lakes, MN 56472

www.facebook.com/PEQUOTLAKESPTA

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

44th percentile

-0.4%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

51st percentile

-0.9%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

59th percentile

5.8%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$50,207

Down $255 (-0.5%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$50,207

Down $255 (-0.5%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Up

$56,486

Up $9,495 (+20%) from 2024

Expenses

Up

$56,740

Up $9,126 (+19%) from 2024

Net Income

Up

-$254

Up $369 (+59%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$50,207
Liabilities-
Net Assets$50,207
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$56,486
Expenses$56,740
Net Income-$254
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,207
Liabilities
-
Net assets
$50,207
Revenue
$56,486
Expenses
$56,740
Net income
-$254
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.0
Gross Receipts
$101,717
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.$19,233$54,973
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZA SCHULTZPresidentPT$0--
AMBER SCHRUPPVice PresidePT$0--
RACHAEL VONBANKTreasurerPT$0--
ALISON FALENSCHEKSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$57,775-$10,280-
Denim & Diamond$17,865$16,346$10,062$6,284
Total Events$82,296$16,346$37,103$-20,757
Filing and Contact Details

Filer

Filer Name
Pequot Lakes Pta
EIN
71-0942246
Phone
2188217427
Address
30805 OLSON STREET, PEQUOT LAKES, MN 56472

Signing Officer

Name
Liza Schultz
Title
President
Phone
2188217427
Signed
2026-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Lakes Area Cpas Ltd- Clasen & Schiessl
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: 17,233”

Form 990-ez, Part I, Line 16

“Expenses field trip transportation 17,833 pk-8 education supplies 3,182 appreciation 3,527 insurance 380 bike rodeo 1,476 family nights 13 treats 956 bulk school supplies 4,162 breakfast buddies 954 8th grade graduation 100 administrative 642 middle school dance 1,236 membership dues 219 miscellaneous 961 non-investment depreciation 741 total 36,382”

Form 990-ez, Part II, Line 24

“5,189 5,189 less accumulated depreciation 1,483 2,224 total 3,706 2,965”

Raw XML Appendix163 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/PersonNm0RACHAEL VONBANK
IRS990EZ/BooksInCareOfDetail/PhoneNum02188217427
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt030805 OLSON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PEQUOT LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056472
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046755
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047242
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt079808
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-254
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050461
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050207
IRS990EZ/FundraisingGrossIncomeAmt018496
IRS990EZ/GamingGrossIncomeAmt03047
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019233
IRS990EZ/GrossReceiptsAmt0101717
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt096
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0270
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050461
IRS990EZ/NetAssetsOrFundBalancesEOYAmt050207
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050461
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt050207
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/PersonNm1AMBER SCHRUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHAEL VONBANK
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/BOYAmt03706
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02965
IRS990EZ/OtherExpensesTotalAmt036382
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/GrantsAndAllocationsAmt019233
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054973
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt045231
IRS990EZ/SpecialEventsNetIncomeLossAmt0-23688
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056740
IRS990EZ/TotalProgramServiceExpensesAmt054973
IRS990EZ/TotalRevenueAmt056486
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FACEBOOK.COM/PEQUOTLAKESPTA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt091516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0178434
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0242
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0273115
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99860
IRS990ScheduleA/PublicSupportPY170Pct00.99820
IRS990ScheduleA/PublicSupportTotal170Amt0178434
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt079808
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt091516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0141
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0178434
IRS990ScheduleA/TotalSupportAmt0178676
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt065950
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt057775
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt01519
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt06656
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037103
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DENIM & DIAMOND
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06656
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016346
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-20757
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02131
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02131
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt014630
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034972
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010280
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010062
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/StatesWhereGamingConductedCd0MN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 17,233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FIELD TRIP TRANSPORTATION 17,833 PK-8 EDUCATION SUPPLIES 3,182 APPRECIATION 3,527 INSURANCE 380 BIKE RODEO 1,476 FAMILY NIGHTS 13 TREATS 956 BULK SCHOOL SUPPLIES 4,162 BREAKFAST BUDDIES 954 8TH GRADE GRADUATION 100 ADMINISTRATIVE 642 MIDDLE SCHOOL DANCE 1,236 MEMBERSHIP DUES 219 MISCELLANEOUS 961 NON-INVESTMENT DEPRECIATION 741 TOTAL 36,382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25,189 5,189 LESS ACCUMULATED DEPRECIATION 1,483 2,224 TOTAL 3,706 2,965
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LIZA SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02188217427
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEQUOT LAKES PTA
ReturnHeader/Filer/BusinessNameControlTxt0PEQU
ReturnHeader/Filer/EIN0710942246
ReturnHeader/Filer/PhoneNum02188217427
ReturnHeader/Filer/USAddress/AddressLine1Txt030805 OLSON STREET
ReturnHeader/Filer/USAddress/CityNm0PEQUOT LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056472
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474889790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAKES AREA CPAS LTD- CLASEN & SCHIESSL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030954 GOVERNMENT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEQUOT LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056472
ReturnHeader/PreparerPersonGrp/PhoneNum02185685242
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE A NELSON
ReturnHeader/ReturnTs02026-01-14T14:09:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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