Civic Intelligence

Lake Elementary PTO

990EZ • Fiscal year 2018 • EIN 11-3823023

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

225 Lincoln St SWHartville, OH 44632

(330) 328-4298

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

89th percentile

81%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$20,445

Up $9,140 (+81%) from 2017

Net Assets

Up

$20,445

Up $9,140 (+81%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$23,662

Down $3,796 (-14%) from 2017

Expenses

Down

$14,522

Down $10,726 (-42%) from 2017

Net Income

Up

$9,140

Up $6,930 (+314%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $9,095Liabilities 2016: $0Net Assets 2016: $9,0952016Assets 2017: $11,305Liabilities 2017: $0Net Assets 2017: $11,3052017Assets 2018: $20,445Liabilities 2018: $0Net Assets 2018: $20,4452018Assets 2019: $58,934Liabilities 2019: $839Net Assets 2019: $58,0952019Assets 2020: $59,057Liabilities 2020: $0Net Assets 2020: $59,0572020Assets 2021: $53,796Liabilities 2021: $0Net Assets 2021: $53,7962021Assets 2022: $35,488Liabilities 2022: $0Net Assets 2022: $35,4882022Assets 2023: $48,989Liabilities 2023: $0Net Assets 2023: $48,9892023Assets 2024: $31,468Net Assets 2024: $31,4682024

Highlighted filing

2018

Assets$20,445
Liabilities$0
Net Assets$20,445

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $11,772Expenses 2016: $13,700Net Income 2016: -$1,9282016Revenue 2017: $27,458Expenses 2017: $25,248Net Income 2017: $2,2102017Revenue 2018: $23,662Expenses 2018: $14,522Net Income 2018: $9,1402018Revenue 2019: $92,683Expenses 2019: $55,034Net Income 2019: $37,6492019Revenue 2020: $77,987Expenses 2020: $77,024Net Income 2020: $9632020Revenue 2021: $51,700Expenses 2021: $56,962Net Income 2021: -$5,2622021Revenue 2022: $72,211Expenses 2022: $90,519Net Income 2022: -$18,3082022Revenue 2023: $72,083Expenses 2023: $58,581Net Income 2023: $13,5022023Revenue 2024: $65,172Expenses 2024: $82,694Net Income 2024: -$17,5222024

Highlighted filing

2018

Revenue$23,662
Expenses$14,522
Net Income$9,140
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$71,782
Mission and Program Overview

Mission

To assist in providing services, materials, equipment, and improvements to the school that will secure for each child the highest advantages in physical, mental, and social education.

Program Services

DescriptionGrantsExpenses
ASSIST IN PROVIDING SERVICES, MATERIALS, EQUIPMENT, AND IMPROVEMENTS TO THE SCHOOL THROUGH EDUCATIONAL PROGRAMS DIRECTED TOWARDS PARENTS, TEACHERS, AND THE GENERAL PUBLIC - DEVELOPED THROUGH CONFERENCES, COMMITTEES, PROJECTS, AND PROGRAMS.-$11,962
PROVIDE COLLEGE SCHOLARSHIPS TO FORMER LAKE ELEMENTARY STUDENTS$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLI WALSHSecretary-$0--
TARA BOWERSBoard Member-$0--
KRISTA HACKMANTreasurer-$0--
LINDSAY COBLENTZPresident-$0--
MEGAN SCHLABACHVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Principal Fundr$19,465$19,465$19,056$409
Texas Roadhouse$11,395$11,395$9,896$1,499
Total Events$60,771$60,771$42,819$17,952
Filing and Contact Details

Filer

Filer Name
Lake Elementary Pto
EIN
11-3823023
Address
225 LINCOLN ST SW, HARTVILLE, OH 44632

Signing Officer

Name
Kim Hall
Title
Treasurer
Signed
2018-10-24

Preparer

Firm
MJ MILLER & CO CPA'S LLC
Address
700 S PROSPECT AVE PO BOX 367, HARTVILLE, OH 44632-0367
Preparer
Wendy J Mann CPA
Phone
3308779433
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses teacher conference meals 284 insurance 90 books & agenda planners 1,941 curriculum & programs 2,095 equipment 2,734 teacher reimbursements 1,344 student awards 167 teacher appreciation 942 celebration of learning 2,265 total 11,862

Form 990-ez, Part III

To assist in providing services, materials, equipment, and improvements to the school that will secure for each child the highest advantages in physical, mental, and social education.

Form 990-ez, Part III, Line 28

Assist in providing services, materials, equipment, and improvements to the school through educational programs directed towards parents, teachers, and the general public - developed through conferences, committees, projects, and programs.

Raw XML Appendix178 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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011862
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST IN PROVIDING SERVICES, MATERIALS, EQUIPMENT, AND IMPROVEMENTS TO THE SCHOOL THAT WILL SECURE FOR EACH CHILD THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, AND SOCIAL EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt0100
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE COLLEGE SCHOLARSHIPS TO FORMER LAKE ELEMENTARY STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011962
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TEACHER CONFERENCE MEALS 284 INSURANCE 90 BOOKS & AGENDA PLANNERS 1,941 CURRICULUM & PROGRAMS 2,095 EQUIPMENT 2,734 TEACHER REIMBURSEMENTS 1,344 STUDENT AWARDS 167 TEACHER APPRECIATION 942 CELEBRATION OF LEARNING 2,265 TOTAL 11,862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ASSIST IN PROVIDING SERVICES, MATERIALS, EQUIPMENT, AND IMPROVEMENTS TO THE SCHOOL THAT WILL SECURE FOR EACH CHILD THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, AND SOCIAL EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSIST IN PROVIDING SERVICES, MATERIALS, EQUIPMENT, AND IMPROVEMENTS TO THE SCHOOL THROUGH EDUCATIONAL PROGRAMS DIRECTED TOWARDS PARENTS, TEACHERS, AND THE GENERAL PUBLIC - DEVELOPED THROUGH CONFERENCES, COMMITTEES, PROJECTS, AND PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0113823023
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 LINCOLN ST SW
ReturnHeader/Filer/USAddress/CityNm0HARTVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044632
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ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:50:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208054423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MJ MILLER & CO CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 S PROSPECT AVE PO BOX 367
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0446320367
ReturnHeader/PreparerPersonGrp/PhoneNum03308779433
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY J MANN CPA
ReturnHeader/ReturnTs02018-11-08T12:50:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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