Civic Intelligence

Lone Elementary PTO

990EZ • Fiscal year 2022 • EIN 20-5451653

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 16, 2023

301 Cumberland AvenuePaducah, KY 42001

(270) 538-4120

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

77th percentile

28%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

76th percentile

28%

Faster asset growth than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

93%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$79,172

Up $17,207 (+28%) from 2021

Net Assets

Up

$79,172

Up $17,207 (+28%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$61,933

Up $29,828 (+93%) from 2021

Expenses

Up

$44,726

Up $19,472 (+77%) from 2021

Net Income

Up

$17,207

Up $10,356 (+151%) from 2021

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2016: $26,642Liabilities 2016: $824Net Assets 2016: $25,8182016Assets 2017: $13,656Liabilities 2017: $911Net Assets 2017: $12,7452017Assets 2018: $41,586Liabilities 2018: $1,138Net Assets 2018: $40,4482018Assets 2019: $67,751Liabilities 2019: $0Net Assets 2019: $67,7512019Assets 2020: $55,114Liabilities 2020: $0Net Assets 2020: $55,1142020Assets 2021: $61,965Liabilities 2021: $0Net Assets 2021: $61,9652021Assets 2022: $79,172Liabilities 2022: $0Net Assets 2022: $79,1722022Assets 2023: $69,897Liabilities 2023: $0Net Assets 2023: $69,8972023Assets 2024: $92,392Liabilities 2024: $0Net Assets 2024: $92,3922024Assets 2025: $96,302Liabilities 2025: $0Net Assets 2025: $96,3022025

Highlighted filing

2022

Assets$79,172
Liabilities$0
Net Assets$79,172

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $34,967Expenses 2016: $29,186Net Income 2016: $5,7812016Revenue 2017: $30,245Expenses 2017: $43,318Net Income 2017: -$13,0732017Revenue 2018: $61,153Expenses 2018: $33,450Net Income 2018: $27,7032018Revenue 2019: $51,448Expenses 2019: $24,145Net Income 2019: $27,3032019Revenue 2020: $47,738Expenses 2020: $60,375Net Income 2020: -$12,6372020Revenue 2021: $32,105Expenses 2021: $25,254Net Income 2021: $6,8512021Revenue 2022: $61,933Expenses 2022: $44,726Net Income 2022: $17,2072022Revenue 2023: $60,770Expenses 2023: $70,045Net Income 2023: -$9,2752023Revenue 2024: $56,155Expenses 2024: $33,660Net Income 2024: $22,4952024Revenue 2025: $41,441Expenses 2025: $37,531Net Income 2025: $3,9102025

Highlighted filing

2022

Revenue$61,933
Expenses$44,726
Net Income$17,207
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 16, 2023
Return Version
2021v4.2
Gross Receipts
$68,816
Mission and Program Overview

Mission

To provide support to loes.

Program Services

DescriptionGrantsExpenses
LOES PTO PROVIDES STUDENT PROGRAMS, AWARDS AND STUDY AIDS, TEACHER AWARDS AND CLASSROOM AIDS, AND HELPS RAISE FUNDS TO PURCHASE EQUIPMENT FOR LOES.$0$43,880
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONZA OLIVERPresident-$0--
JAYME MCCLUREVice President-$0--
BLAKE CLARKTreasurer-$0--
BRITTANY BARTONCo-Treasurer-$0--
KIRSTIN FUTRELLSecretary-$0--
ARIEL SPANNParent Representative-$0--
TEENA URIAParent Representative-$0--
RACHEL RANNALSMarketing-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$33,977$33,977$894$33,083
Flash Fest$18,038$18,038$2,885$15,153
Total Events$68,358$68,358$6,883$61,475
Filing and Contact Details

Filer

Filer Name
Lone Oak Elementary Pto
EIN
20-5451653
Phone
2705384120
Address
301 CUMBERLAND AVENUE, PADUCAH, KY 42001

Signing Officer

Name
Teena Uria
Title
Treasurer
Phone
2705384120
Signed
2023-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Williams Williams & Lentz Llp
Address
601 JEFFERSON, PADUCAH, KY 42001-1003
Preparer
Kelly Scruggs
Phone
2704433643
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: amazon smile. Amount: 365.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 440. Description: student activities & incentives. Amount: 20,500. Description: teacher appreciation week. Amount: 152. Description: classroom supplies. Amount: 15,731. Description: office expenses. Amount: 6,815. Description: miscellaneous. Amount: 242. Total to form 990-ez, line 16: 43,880.

Raw XML Appendix225 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/BooksInCareOfDetail/USAddress/CityNm0PADUCAH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ARIEL SPANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TEENA URIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RACHEL RANNALS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARENT REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARENT REPRESENTATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MARKETING
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt043880
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO LOES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOES PTO PROVIDES STUDENT PROGRAMS, AWARDS AND STUDY AIDS, TEACHER AWARDS AND CLASSROOM AIDS, AND HELPS RAISE FUNDS TO PURCHASE EQUIPMENT FOR LOES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt061475
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TotalExpensesAmt044726
IRS990EZ/TotalProgramServiceExpensesAmt043880
IRS990EZ/TotalRevenueAmt061933
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02638
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0365
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0359
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0955
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IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0SHAMROCKIN' FUN RUN
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd01
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IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt04166 JACKSON BLVD
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: AMAZON SMILE. AMOUNT: 365.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 440. DESCRIPTION: STUDENT ACTIVITIES & INCENTIVES. AMOUNT: 20,500. DESCRIPTION: TEACHER APPRECIATION WEEK. AMOUNT: 152. DESCRIPTION: CLASSROOM SUPPLIES. AMOUNT: 15,731. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 6,815. DESCRIPTION: MISCELLANEOUS. AMOUNT: 242. TOTAL TO FORM 990-EZ, LINE 16: 43,880.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TEENA URIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02705384120
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONE OAK ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LONE
ReturnHeader/Filer/EIN0205451653
ReturnHeader/Filer/PhoneNum02705384120
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 CUMBERLAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0PADUCAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610481842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS WILLIAMS & LENTZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 JEFFERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PADUCAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0420011003
ReturnHeader/PreparerPersonGrp/PhoneNum02704433643
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY SCRUGGS
ReturnHeader/ReturnTs02023-03-06T14:10:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TEENA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0URIA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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