Civic Intelligence

Lake Pointe Elementary PTA

990EZ • Fiscal year 2017 • EIN 26-2596527

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

Organization ProfileLake Pointe Elementary PTA
5501 Park DriveSaginaw, TX 76179

(817) 236-8801

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

6th percentile

-80%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-55%

Faster asset growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,794

Down $25,373 (-55%) from 2016

Net Assets

Down

$20,794

Down $25,373 (-55%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$36,454

Down $11,002 (-23%) from 2016

Expenses

Up

$65,510

Up $40,911 (+166%) from 2016

Net Income

Down

-$29,056

Down $51,913 (-227%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60K$40K$20K$0Assets 2014: $23,507Net Assets 2014: $23,5072014Assets 2015: $23,328Net Assets 2015: $23,3282015Assets 2016: $46,167Net Assets 2016: $46,1672016Assets 2017: $20,794Net Assets 2017: $20,7942017Assets 2018: $20,676Liabilities 2018: $0Net Assets 2018: $20,6762018Assets 2019: $15,545Liabilities 2019: $0Net Assets 2019: $15,5452019

Highlighted filing

2017

Assets$20,794
Liabilities-
Net Assets$20,794
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0-$50KRevenue 2014: $72,761Expenses 2014: $80,406Net Income 2014: -$7,6452014Revenue 2015: $19,460Expenses 2015: $19,639Net Income 2015: -$1792015Revenue 2016: $47,456Expenses 2016: $24,599Net Income 2016: $22,8572016Revenue 2017: $36,454Expenses 2017: $65,510Net Income 2017: -$29,0562017Revenue 2018: $27,051Expenses 2018: $26,423Net Income 2018: $6282018Revenue 2019: $32,972Expenses 2019: $38,103Net Income 2019: -$5,1312019

Highlighted filing

2017

Revenue$36,454
Expenses$65,510
Net Income-$29,056
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$74,103
Mission and Program Overview

Mission

Parent involvement in education

Program Services

DescriptionGrantsExpenses
STUDENT SUPPOPRT, ENRICHMENT AND PARENT INVOLVEMENT AND EDUCATION-$103,160
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY WILLINGHAMPresidentPT$0--
PETRA SARTORIVP-Programs-$0--
MARIBEL MILLERTreasurer-$0--
MEL GURLEYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Choclate Sal$32,429$32,429$19,884$12,545
Fun Run$16,949$16,949$3,017$13,932
Total Events$64,242$64,242$35,837$28,405
Filing and Contact Details

Filer

Filer Name
Lake Pointe Elementary Pta
EIN
26-2596527
Phone
8172368801
Address
5501 PARK DRIVE, SAGINAW, TX 76179

Signing Officer

Name
Maribel Miller
Title
Treasurer
Signed
2017-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Leatherman Accounting
Address
736 S SAGINAW BLVD, SAGINAW, TX 76179
Preparer
J Lewis Leatherman
Phone
8172321525
Supplemental Narrative

Additional Explanations

Page 1 Line 16 Other Expenses

“SEE ATTACHED STATEMENT”

Page 1 Line 20

“SEE ATTACHED STATEMENT”

Raw XML Appendix147 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/PersonNm0MARIBEL MILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum09803891897
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05501 PARK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WORTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076179
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046167
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020794
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29056
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046167
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020794
IRS990EZ/FundraisingGrossIncomeAmt072863
IRS990EZ/GrossReceiptsAmt074103
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01240
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046167
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020794
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046167
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020794
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY WILLINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETRA SARTORI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIBEL MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEL GURLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP-PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03683
IRS990EZ/OtherExpensesTotalAmt065235
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT INVOLVEMENT IN EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPOPRT, ENRICHMENT AND PARENT INVOLVEMENT AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0103160
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037649
IRS990EZ/SpecialEventsNetIncomeLossAmt035214
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065510
IRS990EZ/TotalProgramServiceExpensesAmt0103160
IRS990EZ/TotalRevenueAmt036454
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt072135
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0200718
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0204181
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072964
IRS990ScheduleA/Total509Grp/TotalAmt0204181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072964
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0204181
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035837
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHOCLATE SAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064242
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016949
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014864
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064242
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028405
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012936
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035837
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03017
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019884
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE ATTACHED STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 1 LINE 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIBEL MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE POINTE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0262596527
ReturnHeader/Filer/PhoneNum08172368801
ReturnHeader/Filer/USAddress/AddressLine1Txt05501 PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAGINAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076179
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EBB8251B7BE45A4310BEBFC369A64A0CAE0DA045
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DF6F9D55C9ED81C83A124570BB76C82CE9CACA46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.178.217.218
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751983447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEATHERMAN ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0736 S SAGINAW BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAGINAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076179
ReturnHeader/PreparerPersonGrp/PhoneNum08172321525
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J LEWIS LEATHERMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-02T11:03:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,794
Liabilities
-
Net assets
$20,794
Revenue
$36,454
Expenses
$65,510
Net income
-$29,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$33.0$38.1$5.13
2018Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$27.1$26.4$0.63
2017Detailed filing. Detailed filing data is available for this year.$20.8$20.8$36.5$65.5$29.1
2016Detailed filing. Detailed filing data is available for this year.$46.2$46.2$47.5$24.6$22.9
2015Detailed filing. Detailed filing data is available for this year.$23.3$23.3$19.5$19.6$0.18
2014Detailed filing. Detailed filing data is available for this year.$23.5$23.5$72.8$80.4$7.65