Civic Intelligence

Lakeview Elementary PTO

EIN 26-0349925 • 501(c)3 • Sarasota, FL

Profile

Enhance educational experience

7299 Hand RoadSarasota, FL 34241
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

66th percentile

12%

Higher net margin than 66% 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

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

40th percentile

-12%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$78,048

Up $10,613 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$78,048

Up $10,613 (+16%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin66th percentile

Revenue

Down

$87,419

Down $11,659 (-12%) from 2023

Expenses

Up

$76,806

Up $17,082 (+29%) from 2023

Net Income

Down

$10,613

Down $28,741 (-73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$80K$60K$40K$20K$0Assets 2021: $51,353Net Assets 2021: $51,3532021Assets 2022: $28,081Liabilities 2022: $0Net Assets 2022: $28,0812022Assets 2023: $67,435Liabilities 2023: $0Net Assets 2023: $67,4352023Assets 2024: $78,048Liabilities 2024: $0Net Assets 2024: $78,0482024

Highlighted filing

2024

Assets$78,048
Liabilities$0
Net Assets$78,048
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$100K$50K$0-$50KRevenue 2021: $66,904Expenses 2021: $41,284Net Income 2021: $25,6202021Revenue 2022: $75,193Expenses 2022: $98,465Net Income 2022: -$23,2722022Revenue 2023: $99,078Expenses 2023: $59,724Net Income 2023: $39,3542023Revenue 2024: $87,419Expenses 2024: $76,806Net Income 2024: $10,6132024

Highlighted filing

2024

Revenue$87,419
Expenses$76,806
Net Income$10,613
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$78,048
Liabilities
$0
Net assets
$78,048
Revenue
$87,419
Expenses
$76,806
Net income
$10,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.0$0.00$78.0$87.4$76.8$10.6
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.4$0.00$67.4$99.1$59.7$39.4
2022Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$75.2$98.5$23.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.4$51.4$66.9$41.3$25.6
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$156,571
Mission and Program Overview

Mission

Enhance educational experience

Program Services

DescriptionGrantsExpenses
During the year, the PTO organizes several community and school events to enhance the school experience for the students and families. Events include 5th grade graduation, student-$23,653
Each school year, the PTO grants funding to the Lakeview Elementary School to purchase materials outside of the school board budget to enrich the academic instruction of the childr-$19,875
During the year, the PTO reimbursed teachers for an amount of $250 per teacher for the purchase of supplies or materials to be used in the classroom. Only items purchased that spec-$11,928
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane ThompsonPresidentPT$0--
Trisha JohnsonVice President 1PT$0--
Ashley HardimanVice President 2PT$0--
Krista BrowningVice President 3PT$0--
Angie Quach KimTreasurerPT$0--
Brittany GatesSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$73,803-$37,515-
Holiday Shop$22,456-$18,035-
Total Events$130,133-$73,263$-73,263
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary PTO
EIN
26-0349925
Address
7299 Hand Road, Sarasota, FL 34241

Signing Officer

Name
Angie Quach Kim
Title
Treasurer
Signed
2023-11-02
Discuss with paid preparer
Yes

Preparer

Firm
eChan CPA LLC
Address
5020 Clark Road 258, Sarasota, FL 34233
Preparer
Elliot Chan CPA
Phone
2012412771
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Supplemental Materials Amount 19,875Activity Curriculum Enhancement to Teachers Amount 11,928Activity AR Sunshine State Amount 868”

Description of other expenses Part I line 16

“Description AmountYearbook 1,250Field Day 575Consumables & Operations 348Kindergarden Roundup 600Boohoo Woohoo Breakfast 106Staff Appreciation 2,8855th Grade Graduation 2,174Principal Gift Giving Fund 250Meet the Teachers Day Breakfast 339Sunshine State Books 423A-Team 83Insurance 504Student Recognition 359Misc 1,144Carnival 8,436Darling Daughter Dance 3,127Family Movie Night 3,225Kickin it w/Son 2,224”

Raw XML Appendix176 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/PersonNm0Angie Quach Kim
IRS990EZ/BooksInCareOfDetail/PhoneNum09412233359
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07299 Hand Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sarasota
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034241
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051353
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028081
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04263
IRS990EZ/CostOfGoodsSoldAmt04530
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23272
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051353
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028081
IRS990EZ/FundraisingGrossIncomeAmt0130132
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032671
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0433
IRS990EZ/GrossReceiptsAmt0156571
IRS990EZ/GrossSalesOfInventoryAmt04963
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051353
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028081
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051353
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028081
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Diane Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Trisha Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Hardiman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Krista Browning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Angie Quach Kim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Brittany Gates
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President 3
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028052
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhance educational experience
IRS990EZ/PrintingPublicationsPostageAmt037742
IRS990EZ/ProgramServiceRevenueAmt017213
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Each school year, the PTO grants funding to the Lakeview Elementary School to purchase materials outside of the school board budget to enrich the academic instruction of the childr
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1During the year, the PTO reimbursed teachers for an amount of $250 per teacher for the purchase of supplies or materials to be used in the classroom. Only items purchased that spec
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2During the year, the PTO organizes several community and school events to enhance the school experience for the students and families. Events include 5th grade graduation, student
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019875
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111928
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt223653
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt076848
IRS990EZ/SpecialEventsNetIncomeLossAmt053284
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098465
IRS990EZ/TotalProgramServiceExpensesAmt055456
IRS990EZ/TotalRevenueAmt075193
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt064157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt068420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0130132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0130132
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt017214
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt017214
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0215766
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0151609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064157
IRS990ScheduleA/Total509Grp/TotalAmt0215766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0151609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0215766
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0130133
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt073803
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt022456
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt033874
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt073263
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jogathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Holiday Shop
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt073803
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022456
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt033874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0130133
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-73263
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017713
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt073263
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037515
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018035
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Supplemental Materials Amount 19,875Activity Curriculum Enhancement to Teachers Amount 11,928Activity AR Sunshine State Amount 868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountYearbook 1,250Field Day 575Consumables & Operations 348Kindergarden Roundup 600Boohoo Woohoo Breakfast 106Staff Appreciation 2,8855th Grade Graduation 2,174Principal Gift Giving Fund 250Meet the Teachers Day Breakfast 339Sunshine State Books 423A-Team 83Insurance 504Student Recognition 359Misc 1,144Carnival 8,436Darling Daughter Dance 3,127Family Movie Night 3,225Kickin it w/Son 2,224
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Angie Quach Kim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakeview Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0260349925
ReturnHeader/Filer/USAddress/AddressLine1Txt07299 Hand Road
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034241
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832130399
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0eChan CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05020 Clark Road 258
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034233
ReturnHeader/PreparerPersonGrp/PhoneNum02012412771
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elliot Chan CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-13T07:33:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Angie Quach
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kim
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits