Civic Intelligence

Lakeview Elementary PTO

990EZ • Fiscal year 2024 • EIN 26-0349925

Jan 01, 2024 to Dec 31, 2024 • Filed on May 02, 2025

Organization ProfileN/A
7299 Hand RoadSarasota, FL 34241

(941) 223-3359

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$78,048

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

Net Assets

Up

$78,048

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin65th 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

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$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 Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Gross Receipts
$157,758
Mission and Program Overview

Mission

The purpose of the Lakeview PTO shall be to encourage and enhance the educational experience of the students, teachers, and school administration at Lakeview Elementary School. In doing so, we will foster a sense of support, pride, and enthusiasm through the creation of family activities and volunteer-based programs to meet our student, parents, teachers and school administration needs.

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-$22,167
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-$20,000
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-$13,159
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer RichardPresidentPT$0--
Kelsey SohnVice President 1PT$0--
Suzanne MedvedovskyVice President 2PT$0--
Lindsay DAgostinoVice President 3PT$0--
Chau LeTreasurer 1PT$0--
Sasha DobbinsTreasurer 2PT$0--
Eric BreuningSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$84,430-$43,126-
Book Fair$13,391-$10,344-
Total Events$128,601-$63,493$-63,493
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary PTO
EIN
26-0349925
In Care Of
% Chau Le
Address
7299 Hand Road, Sarasota, FL 34241

Signing Officer

Name
Chau Le
Title
Treasurer 1
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other revenue Part I line 8

“Description AmountMisc 330”

List of grants and similar amounts paid Part I line 10

“Activity Supplemental Materials Amount 20,000Activity Curriculum Enhancement to Teachers Amount 13,159Activity AR Sunshine State Amount 979”

Description of other expenses Part I line 16

“Description AmountSchool Clubs/Activities 2,068Field Day 835Consumables & Operations 3,206Sunshine Committee 1,120Welcome Breakfast 532Staff Appreciation 2,5845th Grade Graduation 2,381Muffins with Mom 231Meet the Teachers Day Breakfast 422Staff Holiday Luncheon 1,403A-Team 270Insurance 509Sunshine State Books for Media 340Donuts with Grownups 763Carnival 6,480Darling Daughter Dance 1,595Family Movie Night 1,677Kickin It 2,138Family Picnic 514Misc 5”

Raw XML Appendix199 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sarasota
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Richard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kelsey Sohn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Suzanne Medvedovsky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lindsay DAgostino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Chau Le
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sasha Dobbins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Eric Breuning
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President 3
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer 2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt029073
IRS990EZ/OtherRevenueTotalAmt0330
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhance educational experience
IRS990EZ/PrintingPublicationsPostageAmt013595
IRS990EZ/ProgramServiceRevenueAmt019219
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/ProgramServiceExpensesAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113159
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt222167
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt063493
IRS990EZ/SpecialEventsNetIncomeLossAmt065108
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076806
IRS990EZ/TotalProgramServiceExpensesAmt055326
IRS990EZ/TotalRevenueAmt087419
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064157
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074373
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0128601
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0130132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0428575
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019219
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt017071
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt017214
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt053504
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0556452
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0190000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064157
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0556452
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0128601
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt084430
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt013391
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt030780
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt063493
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt084430
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013391
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-63493
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010023
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt063493
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt043126
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010344
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMisc 330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Supplemental Materials Amount 20,000Activity Curriculum Enhancement to Teachers Amount 13,159Activity AR Sunshine State Amount 979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountSchool Clubs/Activities 2,068Field Day 835Consumables & Operations 3,206Sunshine Committee 1,120Welcome Breakfast 532Staff Appreciation 2,5845th Grade Graduation 2,381Muffins with Mom 231Meet the Teachers Day Breakfast 422Staff Holiday Luncheon 1,403A-Team 270Insurance 509Sunshine State Books for Media 340Donuts with Grownups 763Carnival 6,480Darling Daughter Dance 1,595Family Movie Night 1,677Kickin It 2,138Family Picnic 514Misc 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHAU LE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 1
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakeview Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0260349925
ReturnHeader/Filer/InCareOfNm0% Chau Le
ReturnHeader/Filer/USAddress/AddressLine1Txt07299 Hand Road
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034241
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EChan CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05020 Clark Road Suite 258
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034233
ReturnHeader/PreparerPersonGrp/PhoneNum02012412771
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIOT CHAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-10T17:20:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

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
2024Detailed filing. Detailed filing data is available for this year.$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