Civic Intelligence

Lake Elementary PTO

990EZ • Fiscal year 2023 • EIN 11-3823023

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 27, 2023

225 Lincoln St SWHartville, OH 44632

(330) 418-7926

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

-0.2%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$48,989

Up $13,501 (+38%) from 2022

Net Assets

Up

$48,989

Up $13,501 (+38%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$72,083

Down $128 (-0.2%) from 2022

Expenses

Down

$58,581

Down $31,938 (-35%) from 2022

Net Income

Up

$13,502

Up $31,810 (+174%) from 2022

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

2023

Assets$48,989
Liabilities$0
Net Assets$48,989

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

2023

Revenue$72,083
Expenses$58,581
Net Income$13,502
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 27, 2023
Return Version
2022v5.0
Gross Receipts
$76,450
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.$9,429$54,581
PROVIDE COLLEGE SCHOLARSHIPS TO FORMER LAKE ELEMENTARY STUDENTS$4,000$4,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM JEFFRIESPresident-$0--
SIMONE BENNITVice Preside-$0--
ERICA DEBEETreasurer-$0--
MEGAN THORNBURGTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spirit Walk Fun$31,312$31,312$419$30,893
Principal Fundr$13,585$13,585-$13,585
Total Events$44,897$44,897$3,194$41,703
Filing and Contact Details

Filer

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

Signing Officer

Name
Erica Debee
Title
Treasurer
Signed
2023-08-27

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 10

Name: lake local schools address: 225 lincoln street hartville, oh 44632 cash contribution: 9,429

Form 990-ez, Part I, Line 16

Santas secret shop cost of goods sold 13,064 spirit wear cost of goods sold 1,060 expenses teacher conference meals 832 programs/curriculum 10,418 celebration of learning 1,744 classroom party/field trp 9,985 teacher apprec/reimb 5,388 book fair 2,661 total 45,152

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 Appendix175 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/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGAN THORNBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045152
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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/ProgramServiceRevenueAmt028057
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSIST 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE COLLEGE SCHOLARSHIPS TO FORMER LAKE ELEMENTARY STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09429
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054581
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04367
IRS990EZ/SpecialEventsNetIncomeLossAmt042491
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058581
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IRS990EZ/TotalRevenueAmt072083
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: LAKE LOCAL SCHOOLS ADDRESS: 225 LINCOLN STREET HARTVILLE, OH 44632 CASH CONTRIBUTION: 9,429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SANTAS SECRET SHOP COST OF GOODS SOLD 13,064 SPIRIT WEAR COST OF GOODS SOLD 1,060 EXPENSES TEACHER CONFERENCE MEALS 832 PROGRAMS/CURRICULUM 10,418 CELEBRATION OF LEARNING 1,744 CLASSROOM PARTY/FIELD TRP 9,985 TEACHER APPREC/REIMB 5,388 BOOK FAIR 2,661 TOTAL 45,152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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/ExplanationTxt3ASSIST 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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERICA DEBEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-27
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/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/PreparationDt02024-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY J MANN CPA
ReturnHeader/ReturnTs02024-09-03T13:28:55-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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