Civic Intelligence

Lakeside Middle School Parent-Teacher Organization

990EZ • Fiscal year 2016 • EIN 16-1713207

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 03, 2016

Organization ProfileWWW.LEXINGTON1.NET/LMS
702 N Lake DrLexington, SC 29072

(803) 821-3700

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$68,262

Up $16,940 (+33%) from 2015

Net Assets

Up

$68,262

Up $16,940 (+33%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin89th percentile

Revenue

Up

$40,499

Up $7,416 (+22%) from 2015

Expenses

Down

$23,559

Down $364 (-1.5%) from 2015

Net Income

Up

$16,940

Up $7,780 (+85%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$80K$60K$40K$20K$0Assets 2011: $52,237Liabilities 2011: $0Net Assets 2011: $52,2372011Assets 2012: $50,504Liabilities 2012: $0Net Assets 2012: $50,5042012Assets 2013: $50,173Liabilities 2013: $0Net Assets 2013: $50,1732013Assets 2014: $42,162Liabilities 2014: $0Net Assets 2014: $42,1622014Assets 2015: $51,322Liabilities 2015: $0Net Assets 2015: $51,3222015Assets 2016: $68,262Liabilities 2016: $0Net Assets 2016: $68,2622016Assets 2017: $57,249Liabilities 2017: $0Net Assets 2017: $57,2492017Assets 2018: $35,663Liabilities 2018: $0Net Assets 2018: $35,6632018Assets 2019: $45,949Liabilities 2019: $0Net Assets 2019: $45,9492019Assets 2020: $45,388Liabilities 2020: $0Net Assets 2020: $45,3882020Assets 2021: $37,828Liabilities 2021: $0Net Assets 2021: $37,8282021Assets 2022: $27,376Liabilities 2022: $0Net Assets 2022: $27,3762022Assets 2023: $19,889Liabilities 2023: $0Net Assets 2023: $19,8892023Assets 2024: $25,692Liabilities 2024: $0Net Assets 2024: $25,6922024Assets 2025: $19,915Liabilities 2025: $0Net Assets 2025: $19,9152025

Highlighted filing

2016

Assets$68,262
Liabilities$0
Net Assets$68,262
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $41,247Expenses 2011: $29,661Net Income 2011: $11,5862011Revenue 2012: $21,537Expenses 2012: $23,270Net Income 2012: -$1,7332012Revenue 2013: $16,472Expenses 2013: $16,803Net Income 2013: -$3312013Revenue 2014: $13,987Expenses 2014: $21,998Net Income 2014: -$8,0112014Revenue 2015: $33,083Expenses 2015: $23,923Net Income 2015: $9,1602015Revenue 2016: $40,499Expenses 2016: $23,559Net Income 2016: $16,9402016Revenue 2017: $35,456Expenses 2017: $45,431Net Income 2017: -$9,9752017Revenue 2018: $33,419Expenses 2018: $55,005Net Income 2018: -$21,5862018Revenue 2019: $37,688Expenses 2019: $31,000Net Income 2019: $6,6882019Revenue 2020: $4,406Expenses 2020: $4,967Net Income 2020: -$5612020Revenue 2021: $2Expenses 2021: $7,562Net Income 2021: -$7,5602021Revenue 2022: $123Expenses 2022: $10,575Net Income 2022: -$10,4522022Revenue 2023: $4,701Expenses 2023: $12,188Net Income 2023: -$7,4872023Revenue 2024: $15,726Expenses 2024: $9,923Net Income 2024: $5,8032024Revenue 2025: $4,370Expenses 2025: $10,147Net Income 2025: -$5,7772025

Highlighted filing

2016

Revenue$40,499
Expenses$23,559
Net Income$16,940
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$73,461
Mission and Program Overview

Mission

Parentteacher relationships

Program Services

DescriptionGrantsExpenses
PARENTTEACHER RELATIONSHIPS FOR WELFARE OF STUDENTS--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY BURKHOLDERPresident-$0--
STEPHANIE KELLEYSecretary-$0--
LORRI ELLEN CAMPBELLTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Capital Cpgn$52,998$52,998$29,076$23,922
Total Events$67,634$67,634$37,099$30,535
Filing and Contact Details

Filer

Filer Name
Lexington Middle School Pto
EIN
16-1713207
Address
702 N LAKE DR, LEXINGTON, SC 29072

Signing Officer

Name
Jennifer Friedah
Title
Treasurer
Signed
2016-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Wayne E Rabon CPA
Address
127 Powell Dr, Lexington, SC 29072
Preparer
Wayne E Rabon CPA
Phone
8039577258
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountprogram 14,636”

Description of other expenses Part I line 16

“Description amountprogram 16,308gifts 386teachers and other 4,795pto adm 2,070”

Raw XML Appendix166 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/PersonNm0JENNIFER FRIEDAH
IRS990EZ/BooksInCareOfDetail/PhoneNum08038213700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0702 N LAKE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051322
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068262
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt03886
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016940
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051322
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068262
IRS990EZ/FundraisingGrossIncomeAmt052998
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01110
IRS990EZ/GrossReceiptsAmt073461
IRS990EZ/GrossSalesOfInventoryAmt04996
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0819
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051322
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068262
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051322
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068262
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY BURKHOLDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE KELLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORRI ELLEN CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt023559
IRS990EZ/OtherRevenueTotalAmt014636
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENTTEACHER RELATIONSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENTTEACHER RELATIONSHIPS FOR WELFARE OF STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029076
IRS990EZ/SpecialEventsNetIncomeLossAmt023922
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023559
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt040499
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.LEXINGTON1.NET/LMS
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0819
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01572
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08287
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057994
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt055211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0213754
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0134
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0222041
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057729
IRS990ScheduleA/Total509Grp/TotalAmt0222041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045051
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057734
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0222175
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037099
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CAPITAL CPGN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067634
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014636
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067634
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030535
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08023
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037099
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029076
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPROGRAM 14,636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPROGRAM 16,308GIFTS 386TEACHERS AND OTHER 4,795PTO ADM 2,070
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER FRIEDAH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEXINGTON MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0LEXI
ReturnHeader/Filer/EIN0161713207
ReturnHeader/Filer/USAddress/AddressLine1Txt0702 N LAKE DR
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wayne E Rabon CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0127 Powell Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029072
ReturnHeader/PreparerPersonGrp/PhoneNum08039577258
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE E RABON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-14T17:45:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,262
Liabilities
$0
Net assets
$68,262
Revenue
$40,499
Expenses
$23,559
Net income
$16,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$4.37$10.1$5.78
2024Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$15.7$9.92$5.80
2023Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$4.70$12.2$7.49
2022Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$0.12$10.6$10.5
2021Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$0.00$7.56$7.56
2020Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$4.41$4.97$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.9$0.00$45.9$37.7$31.0$6.69
2018Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$33.4$55.0$21.6
2017Detailed filing. Detailed filing data is available for this year.$57.2$0.00$57.2$35.5$45.4$9.98
2016Detailed filing. Detailed filing data is available for this year.$68.3$0.00$68.3$40.5$23.6$16.9
2015Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$33.1$23.9$9.16
2014Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$14.0$22.0$8.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.2$0.00$50.2$16.5$16.8$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.5$0.00$50.5$21.5$23.3$1.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.2$0.00$52.2$41.2$29.7$11.6