Civic Intelligence

Lincoln Elementary Parent Teacher Association

EIN 20-8665333 • 501(c)3 • Stockton, CA

Profile

Parent-teacher-student association/child advocacy

818 W Lincoln RoadStockton, CA 95207

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

92nd percentile

86%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-43%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$7,783

Up $3,600 (+86%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$7,783

Up $3,600 (+86%) from 2014

Revenue

Down

$12,504

Down $9,431 (-43%) from 2014

Expenses

Down

$8,904

Down $15,536 (-64%) from 2014

Net Income

Up

$3,600

Up $6,105 (+244%) from 2014

Trend Graphs

Balance Sheet Trend

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $5,611Liabilities 2011: $02011Assets 2012: $6,978Liabilities 2012: $02012Assets 2013: $7,245Liabilities 2013: $02013Assets 2014: $4,183Liabilities 2014: $0Net Assets 2014: $4,1832014Assets 2015: $7,783Liabilities 2015: $0Net Assets 2015: $7,7832015

Highlighted filing

2015

Assets$7,783
Liabilities$0
Net Assets$7,783

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2011: $17,449Expenses 2011: $23,953Net Income 2011: -$6,5042011Revenue 2012: $21,405Expenses 2012: $20,038Net Income 2012: $1,3672012Revenue 2013: $20,748Expenses 2013: $20,481Net Income 2013: $2672013Revenue 2014: $21,935Expenses 2014: $24,440Net Income 2014: -$2,5052014Revenue 2015: $12,504Expenses 2015: $8,904Net Income 2015: $3,6002015

Highlighted filing

2015

Revenue$12,504
Expenses$8,904
Net Income$3,600

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$43,318
Mission and Program Overview

Mission

Parent-teacher-student association/child advocacy

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$5,477$8,904
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYDIA EDDINGSPresidentPT$0--
ANNA ALEXANDERTreasurerPT$0--
SHEILA MAUPINSecretaryPT$0--
JOANN BAYNARDAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Signature Fundraiser$11,395$11,395$6,790$4,605
SEE'S CANDY$6,052$6,052$4,353$1,699
Total Events$42,568$42,568$30,814$11,754
Filing and Contact Details

Filer

Filer Name
Lincoln Elementary Parent Teacher Association
EIN
20-8665333
Phone
2099538652
Address
818 W LINCOLN ROAD, STOCKTON, CA 95207

Signing Officer

Name
Sheila Maupin
Title
Treasurer
Phone
2099538652
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Iacopi Lenz & Company
Address
3031 W MARCH LANE SUITE 300E, STOCKTON, CA 95219
Preparer
Kathleen Solari
Phone
2099573691
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: educational field trip allocation. Grantee name: lusd - lincoln elementary. Grantee address: 818 w. Lincoln rd stockton, ca 95207. Grantee relationship: school. Amount given: 4,927.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: tod anton scholarship. Grantee name: lincoln council pta. Grantee address: 2010 w. Swain rd stockton, ca 95207. Grantee relationship: none. Amount given: 150.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grad night. Grantee name: lusd - lincoln high school. Grantee address: 6844 alexandria place stockton, ca 95207. Grantee relationship: high school. Amount given: 100.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship fund. Grantee name: lincoln council pta. Grantee address: 2010 w. Swain rd stockton, ca 95207. Grantee relationship: none. Amount given: 200.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scoreboard. Grantee name: misty holt singh fund. Grantee address: c/o 6808 pacific ave stockton, ca 95207. Grantee relationship: none. Amount given: 100. Total included on form 990-ez, line 10: 5,477.

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

Description: supplies. Amount: 674. Description: insurance. Amount: 209. Description: hospitality. Amount: 87. Description: programs. Amount: 2,115. Description: misc. Expenses. Amount: 77. Description: tax preparation fee. Amount: 250. Total to form 990-ez, line 16: 3,412.

Raw XML Appendix188 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/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt015
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: EDUCATIONAL FIELD TRIP ALLOCATION. GRANTEE NAME: LUSD - LINCOLN ELEMENTARY. GRANTEE ADDRESS: 818 W. LINCOLN RD STOCKTON, CA 95207. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 4,927.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: TOD ANTON SCHOLARSHIP. GRANTEE NAME: LINCOLN COUNCIL PTA. GRANTEE ADDRESS: 2010 W. SWAIN RD STOCKTON, CA 95207. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRAD NIGHT. GRANTEE NAME: LUSD - LINCOLN HIGH SCHOOL. GRANTEE ADDRESS: 6844 ALEXANDRIA PLACE STOCKTON, CA 95207. GRANTEE RELATIONSHIP: HIGH SCHOOL. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIP FUND. GRANTEE NAME: LINCOLN COUNCIL PTA. GRANTEE ADDRESS: 2010 W. SWAIN RD STOCKTON, CA 95207. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: SCOREBOARD. GRANTEE NAME: MISTY HOLT SINGH FUND. GRANTEE ADDRESS: C/O 6808 PACIFIC AVE STOCKTON, CA 95207. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 100. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,477.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: SUPPLIES. AMOUNT: 674. DESCRIPTION: INSURANCE. AMOUNT: 209. DESCRIPTION: HOSPITALITY. AMOUNT: 87. DESCRIPTION: PROGRAMS. AMOUNT: 2,115. DESCRIPTION: MISC. EXPENSES. AMOUNT: 77. DESCRIPTION: TAX PREPARATION FEE. AMOUNT: 250. TOTAL TO FORM 990-EZ, LINE 16: 3,412.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN ELEMENTARY PARENT TEACHER ASSOCIATION
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ReturnHeader/Filer/EIN0208665333
ReturnHeader/Filer/PhoneNum02099538652
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IACOPI LENZ & COMPANY
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum02099573691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN SOLARI
ReturnHeader/ReturnTs02015-11-04T18:48:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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