Civic Intelligence

Robert Lucas Parent Teacher Organiz

EIN 20-0920819 • 501(c)3 • Iowa City, IA

Profile

EDUCATIONAL ENHANCEMENT

830 Southlawn DriveIowa City, IA 52245
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

10th percentile

-100%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

40th percentile

-9.6%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

22nd percentile

-41%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$32,931

Down $3,482 (-9.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$32,931

Down $3,482 (-9.6%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Down

$3,496

Down $2,458 (-41%) from 2023

Expenses

Down

$6,978

Down $2,510 (-26%) from 2023

Net Income

Up

-$3,482

Up $52 (+1.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$60K$40K$20K$0Assets 2011: $22,548Liabilities 2011: $02011Assets 2012: $17,629Liabilities 2012: $02012Assets 2013: $14,053Liabilities 2013: $02013Assets 2014: $20,178Liabilities 2014: $02014Assets 2015: $37,306Liabilities 2015: $02015Assets 2016: $39,079Net Assets 2016: $39,0792016Assets 2017: $39,423Liabilities 2017: $0Net Assets 2017: $39,4232017Assets 2018: $44,382Liabilities 2018: $0Net Assets 2018: $44,3822018Assets 2019: $49,339Liabilities 2019: $0Net Assets 2019: $49,3392019Assets 2020: $52,948Liabilities 2020: $0Net Assets 2020: $52,9482020Assets 2021: $44,962Liabilities 2021: $0Net Assets 2021: $44,9622021Assets 2022: $39,948Liabilities 2022: $0Net Assets 2022: $39,9482022Assets 2023: $36,413Liabilities 2023: $0Net Assets 2023: $36,4132023Assets 2024: $32,931Liabilities 2024: $0Net Assets 2024: $32,9312024

Highlighted filing

2024

Assets$32,931
Liabilities$0
Net Assets$32,931
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $47,329Expenses 2011: $50,817Net Income 2011: -$3,4882011Revenue 2012: $26,102Expenses 2012: $31,021Net Income 2012: -$4,9192012Revenue 2013: $24,646Expenses 2013: $17,357Net Income 2013: $7,2892013Revenue 2014: $34,404Expenses 2014: $28,279Net Income 2014: $6,1252014Revenue 2015: $33,148Expenses 2015: $16,020Net Income 2015: $17,1282015Revenue 2016: $19,134Expenses 2016: $17,361Net Income 2016: $1,7732016Revenue 2017: $18,391Expenses 2017: $18,047Net Income 2017: $3442017Revenue 2018: $19,293Expenses 2018: $14,334Net Income 2018: $4,9592018Revenue 2019: $20,358Expenses 2019: $15,401Net Income 2019: $4,9572019Revenue 2020: $11,568Expenses 2020: $7,959Net Income 2020: $3,6092020Revenue 2021: $10,583Expenses 2021: $18,569Net Income 2021: -$7,9862021Revenue 2022: $6,378Expenses 2022: $11,392Net Income 2022: -$5,0142022Revenue 2023: $5,954Expenses 2023: $9,488Net Income 2023: -$3,5342023Revenue 2024: $3,496Expenses 2024: $6,978Net Income 2024: -$3,4822024

Highlighted filing

2024

Revenue$3,496
Expenses$6,978
Net Income-$3,482
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$32,931
Liabilities
$0
Net assets
$32,931
Revenue
$3,496
Expenses
$6,978
Net income
-$3,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.9$0.00$32.9$3.50$6.98$3.48
2023Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$5.95$9.49$3.53
2022Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$6.38$11.4$5.01
2021Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$10.6$18.6$7.99
2020Detailed filing. Detailed filing data is available for this year.$52.9$0.00$52.9$11.6$7.96$3.61
2019Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$20.4$15.4$4.96
2018Detailed filing. Detailed filing data is available for this year.$44.4$0.00$44.4$19.3$14.3$4.96
2017Detailed filing. Detailed filing data is available for this year.$39.4$0.00$39.4$18.4$18.0$0.34
2016Detailed filing. Detailed filing data is available for this year.$39.1$39.1$19.1$17.4$1.77
2015Summary only. Only limited summary data is available for this year.$37.3$0.00$33.1$16.0$17.1
2014Summary only. Only limited summary data is available for this year.$20.2$0.00$34.4$28.3$6.13
2013Summary only. Only limited summary data is available for this year.$14.1$0.00$24.6$17.4$7.29
2012Summary only. Only limited summary data is available for this year.$17.6$0.00$26.1$31.0$4.92
2011Summary only. Only limited summary data is available for this year.$22.5$0.00$47.3$50.8$3.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Feb 4, 2025
Return Version
2023v6.0
Gross Receipts
$3,496
Mission and Program Overview

Mission

EDUCATIONAL ENHANCEMENT

Program Services

DescriptionGrantsExpenses
CLASS ENRICHMENT BY FUNDING CULTURAL EVENTS AND FIELD TRIPS FOR OVER 400 STUDENTS--
HOSPITALITY APPRECIATION EVENTS FOR OVER 400 STUDENTS AND TEACHERS--
EDUCATIONAL ENHANCEMENT BY PROVIDING MONEY FOR TEACHER SUPPLIES AS WELL AS CLASSROOM SUPPLIES--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah BeerendsTreasurerPT$0--
Aprille ClarkePresidentPT$0--
Sarah GalliganSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Robert Lucas Parent Teacher Organiz
EIN
20-0920819
Address
830 SOUTHLAWN DRIVE, Iowa City, IA 52245

Signing Officer

Name
Sarah Beerends
Title
Treasurer
Phone
3195419867
Signed
2025-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Jim Smith Inc Smith Accounting Serv
Address
1700 1st Ave Eastdale Plaza Unit 4, Iowa City, IA 52240
Preparer
Mary A Saylor
Phone
3193416299
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountArt Class 256Behavioral Support 48Memorial & Library 71KINDERGARTEN T SHIRTS 672MEMORY Book 876YearBook 506Sno Biz 625Daycare 140Teacher Appreciation 1,444Community Suport 469Social & Hospitality 951Merchandise 495”

Raw XML Appendix129 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/PersonNm0Sarah Beerends
IRS990EZ/BooksInCareOfDetail/PhoneNum03196881140
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0830 SOUTHLAWN DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Iowa City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052245
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036413
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032931
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0158
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036413
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032931
IRS990EZ/FundraisingGrossIncomeAmt03322
IRS990EZ/GrossReceiptsAmt03496
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036413
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032931
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036413
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032931
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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/PersonNm0Sarah Beerends
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Aprille Clarke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Galligan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06553
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL ENHANCEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASS ENRICHMENT BY FUNDING CULTURAL EVENTS AND FIELD TRIPS FOR OVER 400 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOSPITALITY APPRECIATION EVENTS FOR OVER 400 STUDENTS AND TEACHERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATIONAL ENHANCEMENT BY PROVIDING MONEY FOR TEACHER SUPPLIES AS WELL AS CLASSROOM SUPPLIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsNetIncomeLossAmt03322
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06978
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03496
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0EXEMPT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountArt Class 256Behavioral Support 48Memorial & Library 71KINDERGARTEN T SHIRTS 672MEMORY Book 876YearBook 506Sno Biz 625Daycare 140Teacher Appreciation 1,444Community Suport 469Social & Hospitality 951Merchandise 495
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Beerends
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03195419867
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT LUCAS PARENT TEACHER ORGANIZ
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0200920819
ReturnHeader/Filer/USAddress/AddressLine1Txt0830 SOUTHLAWN DRIVE
ReturnHeader/Filer/USAddress/CityNm0Iowa City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052245
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421482894
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jim Smith Inc Smith Accounting Serv
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 1st Ave Eastdale Plaza Unit 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Iowa City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052240
ReturnHeader/PreparerPersonGrp/PhoneNum03193416299
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary A Saylor
ReturnHeader/ReturnTs02025-02-04T18:10:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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