Civic Intelligence

Lake Pointe Elementary PTA

990EZ • Fiscal year 2018 • EIN 26-2596527

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

Organization ProfileLake Pointe Elementary PTA
5501 Park DriveSaginaw, TX 76179

(980) 389-1897

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

44th percentile

-0.6%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$20,676

Down $118 (-0.6%) from 2017

Net Assets

Down

$20,676

Down $118 (-0.6%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin48th percentile

Revenue

Down

$27,051

Down $9,403 (-26%) from 2017

Expenses

Down

$26,423

Down $39,087 (-60%) from 2017

Net Income

Up

$628

Up $29,684 (+102%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2018

Assets$20,676
Liabilities$0
Net Assets$20,676
Open 2018 Filing

Operations Trend

Revenue Growth20th 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

2018

Revenue$27,051
Expenses$26,423
Net Income$628
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$50,227
Mission and Program Overview

Mission

Parent involvement in education

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT ENRICHMENT AND PARENT INVOLVEMENT AND EDUCATION-$17,107
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$18,954$18,954$3,005$15,949
Holiday Stor$9,430$9,430$8,247$1,183
Total Events$44,319$44,319$23,176$21,143
Filing and Contact Details

Filer

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

Signing Officer

Name
Maribel Miller
Title
Treasurer
Phone
9403891897
Signed
2018-11-06
Discuss with paid preparer
No

Preparer

Firm
Leatherman Tax & Bookkeeping
Address
736 S SAGINAW BLVD, SAGINAW, TX 76179
Preparer
J Lewis Leatherman Ea
Phone
8172321525
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountredpsit change for meet the teacher 250box tops 837”

List of grants and similar amounts paid Part I line 10

“Activity scholarships grantee ems-isd scholarships amount 867”

Description of other expenses Part I line 16

“Description amountkindness shirts 2,671state comptroller 226meet teacher night change 250memberships 1,472ems isd council dues 95pta insurance 695misc supplies 563hospiality 2,929stff appreciation 4,008pe fun day 3,528classroom parties 4,1555th grade celebration 6855th grade camp 500star breakfast 143talent show 487nurse supplies 100litereacy night 400literacy night santa 90watch d o g s 653rd grade filed trip 620”

Other changes in net assets or fund balances Part I line 20

“Description amountundeposited check 2017 493uncleared checks (1,239)”

Raw XML Appendix184 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/CityNm0FORT WORTH
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076179
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IRS990EZ/GroupExemptionNum01889
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02057
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY WILLINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETRA SARTORI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEL GURLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIBEL MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT - PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-746
IRS990EZ/OtherExpensesTotalAmt023682
IRS990EZ/OtherRevenueTotalAmt01087
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT INVOLVEMENT IN EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT ENRICHMENT AND PARENT INVOLVEMENT AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017107
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023176
IRS990EZ/SpecialEventsNetIncomeLossAmt021143
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026423
IRS990EZ/TotalProgramServiceExpensesAmt017107
IRS990EZ/TotalRevenueAmt027051
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02764
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05398
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt044319
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt072863
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0113088
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt057280
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt071303
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0358853
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0364251
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113088
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072761
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047083
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072761
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0364251
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023176
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY STOR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018954
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015935
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03005
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08247
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTREDPSIT CHANGE FOR MEET THE TEACHER 250BOX TOPS 837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOLARSHIPS GRANTEE EMS-ISD SCHOLARSHIPS AMOUNT 867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTKINDNESS SHIRTS 2,671STATE COMPTROLLER 226MEET TEACHER NIGHT CHANGE 250MEMBERSHIPS 1,472EMS ISD COUNCIL DUES 95PTA INSURANCE 695MISC SUPPLIES 563HOSPIALITY 2,929STFF APPRECIATION 4,008PE FUN DAY 3,528CLASSROOM PARTIES 4,1555TH GRADE CELEBRATION 6855TH GRADE CAMP 500STAR BREAKFAST 143TALENT SHOW 487NURSE SUPPLIES 100LITEREACY NIGHT 400LITERACY NIGHT SANTA 90WATCH D O G S 653RD GRADE FILED TRIP 620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTUNDEPOSITED CHECK 2017 493UNCLEARED CHECKS (1,239)
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIBEL MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09403891897
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE POINTE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0262596527
ReturnHeader/Filer/USAddress/AddressLine1Txt05501 PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAGINAW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076179
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId045E1CA81359EFCC9BA5B354835C48164C98C11ED
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId075130920183472aosrb1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0137.27.149.222
ReturnHeader/FilingSecurityInformation/IPDt02018-12-13
ReturnHeader/FilingSecurityInformation/IPTm012:45:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751983447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEATHERMAN TAX & BOOKKEEPING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0736 S SAGINAW BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAGINAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076179
ReturnHeader/PreparerPersonGrp/PhoneNum08172321525
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J LEWIS LEATHERMAN EA
ReturnHeader/ReturnTs02018-11-26T18:25:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,676
Liabilities
$0
Net assets
$20,676
Revenue
$27,051
Expenses
$26,423
Net income
$628
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