Civic Intelligence

Lakeview Elementary School PTO Inc

EIN 27-0496542 • 501(c)3 • Mahopac, NY

Profile

Enhance the educational experience and promote the overall welfare and development of the students of lakeview elementary school.

CO Joseph Catalli - 4 Marina DrMahopac, NY 10541

n/A

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

37th percentile

-4.1%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-5.9%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$57,662

Up $11,085 (+24%) from 2023

Liabilities

Up

$7,630

Up $7,522 (+6965%) from 2023

Net Assets

Up

$50,032

Up $3,563 (+7.7%) from 2023

Revenue

Up

$99,107

Up $25,429 (+35%) from 2023

Expenses

Up

$95,544

Up $18,816 (+25%) from 2023

Net Income

Up

$3,563

Up $6,613 (+217%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2014: $54,250Net Assets 2014: $54,2502014Assets 2015: $55,164Net Assets 2015: $55,1642015Assets 2016: $49,695Net Assets 2016: $49,6952016Assets 2017: $47,087Net Assets 2017: $47,0872017Assets 2018: $37,230Net Assets 2018: $37,2302018Assets 2019: $42,610Liabilities 2019: $0Net Assets 2019: $42,6102019Assets 2020: $33,796Liabilities 2020: $0Net Assets 2020: $33,7962020Assets 2021: $38,367Liabilities 2021: $0Net Assets 2021: $38,3672021Assets 2022: $49,519Liabilities 2022: $0Net Assets 2022: $49,5192022Assets 2023: $46,577Liabilities 2023: $108Net Assets 2023: $46,4692023Assets 2024: $57,662Liabilities 2024: $7,630Net Assets 2024: $50,0322024

Highlighted filing

2024

Assets$57,662
Liabilities$7,630
Net Assets$50,032

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $84,108Expenses 2014: $103,812Net Income 2014: -$19,7042014Revenue 2015: $82,893Expenses 2015: $81,979Net Income 2015: $9142015Revenue 2016: $145,879Expenses 2016: $139,444Net Income 2016: $6,4352016Revenue 2017: $117,358Expenses 2017: $119,966Net Income 2017: -$2,6082017Revenue 2018: $105,339Expenses 2018: $115,196Net Income 2018: -$9,8572018Revenue 2019: $74,497Expenses 2019: $69,117Net Income 2019: $5,3802019Revenue 2020: $32,528Expenses 2020: $41,342Net Income 2020: -$8,8142020Revenue 2021: $31,948Expenses 2021: $27,377Net Income 2021: $4,5712021Revenue 2022: $50,680Expenses 2022: $39,528Net Income 2022: $11,1522022Revenue 2023: $73,678Expenses 2023: $76,728Net Income 2023: -$3,0502023Revenue 2024: $99,107Expenses 2024: $95,544Net Income 2024: $3,5632024

Highlighted filing

2024

Revenue$99,107
Expenses$95,544
Net Income$3,563

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 12, 2025
Return Version
2023v6.0
Gross Receipts
$128,005
Mission and Program Overview

Mission

Enhance education & promote student welfare

Enhance the educational experience and promote the overall welfare and development of the students of lakeview elementary school.

Program Services

DescriptionGrantsExpenses
VARIOUS OTHER PROGRAMS TO ENHANCE THE EDUCATIONAL EXPERIENCE AND PROMOTE THE OVERALL WELFARE AND DEVELOPMENT OF THE STUDENTS OF LAKEVIEW ELEMENTARY SCHOOL.$0$40,163
AFTER SCHOOL ACTIVITIES FOR THE STUDENT OF LAKEVIEW ELEMENTARY SCHOOL$0$36,606
END OF THE SCHOOL YEAR KIDS DAY FOR THE STUDENTS OF LAKEVIEW ELEMENTARY SCHOOL$0$14,075
VARIOUS VISITS FROM AUTHORS TO SPEAK TO STUDENTS ON THEIR READING AND WRITING$0$4,450
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACKI NORRISCo-PresidentPT$0--
JULI KATZCo-Vice PresidentPT$0--
ELIZABETH LEECo-Vice PresidentPT$0--
JOSEPH CATALLITreasurerPT$0--
JANICE NESBETHSecretaryPT$0--
HOLLY FREEHILLCo-PresidentPT$0--
CATHERINE MEYERSAfter-School Program CoordinatorPT$0--
DAN MARSELLATrusteePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raise Craze$17,479$17,479$3,829$13,650
Book Fairs$8,355$8,355$4,693$3,662
Total Events$65,260$65,260$28,898$36,362
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary School Pto Inc
EIN
27-0496542
Phone
9148062104
Address
CO JOSEPH CATALLI - 4 MARINA DR, MAHOPAC, NY 10541

Signing Officer

Name
Joseph Catalli
Title
Treasurer
Phone
9148062104
Signed
2025-04-12
Discuss with paid preparer
Yes

Preparer

Firm
A UZZO & COMPANY CPA'S PC
Address
287 BOWMAN AVENUE, PURCHASE, NY 10577
Preparer
Joseph Catalli CPA
Phone
9146948800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income - pcsb. Amount: 26.

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

Activity classification: senior scholarship. Grantee name: kaitlyn pearsal. Grantee relationship: none. Date of gift: 05/08/24. Amount given: 250.

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

Description: e-mail marketing software. Amount: 582. Description: venmo fees. Amount: 149. Description: staff back to school snacks. Amount: 527. Description: staff snacks & related expenes. Amount: 606. Description: staff appreciation day expenses. Amount: 2,503. Description: 5th grade moving up ceremony expenses. Amount: 365. Description: 5th grade legacy project expenses. Amount: 690. Description: cross country t-shirts. Amount: 863. Description: 1st grade - beach day expenses. Amount: 891. Description: bank charges & fees. Amount: 20. Description: 4th grade - colonial day. Amount: 1,910. Description: 5th grade - track shirts. Amount: 931. Description: 5th grade - yearbook signing breakfast. Amount: 217. Description: 5th grade - camp kiwi day. Amount: 2,750. Description: computer software licenses & subscriptions. Amount: 661. Description: 5th grade - signature shirts. Amount: 1,031. Description: 5th grade - student gifts. Amount: 163. Description: kindergarten - safari day. Amount: 172. Description: kindergarten - pizza boxes. Amount: 121. Description: kindergarten welcome gifts. Amount: 815. Description: march madness expenses. Amount: 1,154. Description: library reopening . Amount: 110. Description: valentine's day. Amount: 516. Description: kindercamp expenses. Amount: 6,670. Description: kid's day expenses. Amount: 14,075. Description: floor hockey expenses. Amount: 4,200. Description: garden club expenses. Amount: 970. Description: sculpting club expenses. Amount: 3,197. Description: administrative day lunch. Amount: 367. Description: fun & games club. Amount: 1,650. Description: book club. Amount: 2,632. Description: chess club. Amount: 1,125. Description: fun with food. Amount: 3,415. Description: gymnastics club. Amount: 1,624. Description: zumba. Amount: 876. Description: mixed media. Amount: 4,823. Description: sensory fun. Amount: 3,317. Description: soccer. Amount: 1,950. Description: spring pe programs. Amount: 1,200. Description: yoga. Amount: 1,356. Description: office supplies. Amount: 77. Description: supplies for outdoor recess. Amount: 236. Description: steam expenses. Amount: 172. Description: popcorn with the principal. Amount: 164. Description: playground equipment. Amount: 6,430. Description: general donations. Amount: 800. Description: kindergarten orientation. Amount: 311. Description: 3rd grade - class trips. Amount: 1,248. Description: 3rd grade - book tasting. Amount: 107. Description: 2nd grade - family picnic. Amount: 944. Description: author visits. Amount: 4,450. Description: educational enrichment programs. Amount: 1,437. Description: dues and subscriptions. Amount: 100. Description: classroom supplies. Amount: 203. Description: bubble show. Amount: 1,000. Description: assemblies. Amount: 1,437. Description: end of year gifts. Amount: 716. Description: creative writing workshop. Amount: 731. Description: california kickball. Amount: 2,700. Description: arts & craft club. Amount: 837. Total to form 990-ez, line 16: 95,294.

Form 990-ez, Part II, Line 24 - Other Assets

Description: art fundraiser receivable. Beg. Of year amount: 275. End of year amount: 0. Description: due from austin road pto. Beg. Of year amount: 585. End of year amount: 0. Description: due from pcsb. Beg. Of year amount: 3,850. End of year amount: 0. Description: graduation kits receivable. Beg. Of year amount: 60. End of year amount: 0. Description: yearbook receivable. Beg. Of year amount: 520. End of year amount: 0. Description: due from taconic outdoor education. Beg. Of year amount: 0. End of year amount: 2,765.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: graduation kits payable. Beg. Of year amount: 108. End of year amount: 0. Description: due to mahopac csd. Beg. Of year amount: 0. End of year amount: 185. Description: due to muscoot farm. Beg. Of year amount: 0. End of year amount: 795. Description: kindercamp fees collected in advance. Beg. Of year amount: 0. End of year amount: 6,650.

Raw XML Appendix245 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/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRESIDENT
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME - PCSB. AMOUNT: 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SENIOR SCHOLARSHIP. GRANTEE NAME: KAITLYN PEARSAL. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/08/24. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: E-MAIL MARKETING SOFTWARE. AMOUNT: 582. DESCRIPTION: VENMO FEES. AMOUNT: 149. DESCRIPTION: STAFF BACK TO SCHOOL SNACKS. AMOUNT: 527. DESCRIPTION: STAFF SNACKS & RELATED EXPENES. AMOUNT: 606. DESCRIPTION: STAFF APPRECIATION DAY EXPENSES. AMOUNT: 2,503. DESCRIPTION: 5TH GRADE MOVING UP CEREMONY EXPENSES. AMOUNT: 365. DESCRIPTION: 5TH GRADE LEGACY PROJECT EXPENSES. AMOUNT: 690. DESCRIPTION: CROSS COUNTRY T-SHIRTS. AMOUNT: 863. DESCRIPTION: 1ST GRADE - BEACH DAY EXPENSES. AMOUNT: 891. DESCRIPTION: BANK CHARGES & FEES. AMOUNT: 20. DESCRIPTION: 4TH GRADE - COLONIAL DAY. AMOUNT: 1,910. DESCRIPTION: 5TH GRADE - TRACK SHIRTS. AMOUNT: 931. DESCRIPTION: 5TH GRADE - YEARBOOK SIGNING BREAKFAST. AMOUNT: 217. DESCRIPTION: 5TH GRADE - CAMP KIWI DAY. AMOUNT: 2,750. DESCRIPTION: COMPUTER SOFTWARE LICENSES & SUBSCRIPTIONS. AMOUNT: 661. DESCRIPTION: 5TH GRADE - SIGNATURE SHIRTS. AMOUNT: 1,031. DESCRIPTION: 5TH GRADE - STUDENT GIFTS. AMOUNT: 163. DESCRIPTION: KINDERGARTEN - SAFARI DAY. AMOUNT: 172. DESCRIPTION: KINDERGARTEN - PIZZA BOXES. AMOUNT: 121. DESCRIPTION: KINDERGARTEN WELCOME GIFTS. AMOUNT: 815. DESCRIPTION: MARCH MADNESS EXPENSES. AMOUNT: 1,154. DESCRIPTION: LIBRARY REOPENING . AMOUNT: 110. DESCRIPTION: VALENTINE'S DAY. AMOUNT: 516. DESCRIPTION: KINDERCAMP EXPENSES. AMOUNT: 6,670. DESCRIPTION: KID'S DAY EXPENSES. AMOUNT: 14,075. DESCRIPTION: FLOOR HOCKEY EXPENSES. AMOUNT: 4,200. DESCRIPTION: GARDEN CLUB EXPENSES. AMOUNT: 970. DESCRIPTION: SCULPTING CLUB EXPENSES. AMOUNT: 3,197. DESCRIPTION: ADMINISTRATIVE DAY LUNCH. AMOUNT: 367. DESCRIPTION: FUN & GAMES CLUB. AMOUNT: 1,650. DESCRIPTION: BOOK CLUB. AMOUNT: 2,632. DESCRIPTION: CHESS CLUB. AMOUNT: 1,125. DESCRIPTION: FUN WITH FOOD. AMOUNT: 3,415. DESCRIPTION: GYMNASTICS CLUB. AMOUNT: 1,624. DESCRIPTION: ZUMBA. AMOUNT: 876. DESCRIPTION: MIXED MEDIA. AMOUNT: 4,823. DESCRIPTION: SENSORY FUN. AMOUNT: 3,317. DESCRIPTION: SOCCER. AMOUNT: 1,950. DESCRIPTION: SPRING PE PROGRAMS. AMOUNT: 1,200. DESCRIPTION: YOGA. AMOUNT: 1,356. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 77. DESCRIPTION: SUPPLIES FOR OUTDOOR RECESS. AMOUNT: 236. DESCRIPTION: STEAM EXPENSES. AMOUNT: 172. DESCRIPTION: POPCORN WITH THE PRINCIPAL. AMOUNT: 164. DESCRIPTION: PLAYGROUND EQUIPMENT. AMOUNT: 6,430. DESCRIPTION: GENERAL DONATIONS. AMOUNT: 800. DESCRIPTION: KINDERGARTEN ORIENTATION. AMOUNT: 311. DESCRIPTION: 3RD GRADE - CLASS TRIPS. AMOUNT: 1,248. DESCRIPTION: 3RD GRADE - BOOK TASTING. AMOUNT: 107. DESCRIPTION: 2ND GRADE - FAMILY PICNIC. AMOUNT: 944. DESCRIPTION: AUTHOR VISITS. AMOUNT: 4,450. DESCRIPTION: EDUCATIONAL ENRICHMENT PROGRAMS. AMOUNT: 1,437. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 100. DESCRIPTION: CLASSROOM SUPPLIES. AMOUNT: 203. DESCRIPTION: BUBBLE SHOW. AMOUNT: 1,000. DESCRIPTION: ASSEMBLIES. AMOUNT: 1,437. DESCRIPTION: END OF YEAR GIFTS. AMOUNT: 716. DESCRIPTION: CREATIVE WRITING WORKSHOP. AMOUNT: 731. DESCRIPTION: CALIFORNIA KICKBALL. AMOUNT: 2,700. DESCRIPTION: ARTS & CRAFT CLUB. AMOUNT: 837. TOTAL TO FORM 990-EZ, LINE 16: 95,294.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ART FUNDRAISER RECEIVABLE. BEG. OF YEAR AMOUNT: 275. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE FROM AUSTIN ROAD PTO. BEG. OF YEAR AMOUNT: 585. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE FROM PCSB. BEG. OF YEAR AMOUNT: 3,850. END OF YEAR AMOUNT: 0. DESCRIPTION: GRADUATION KITS RECEIVABLE. BEG. OF YEAR AMOUNT: 60. END OF YEAR AMOUNT: 0. DESCRIPTION: YEARBOOK RECEIVABLE. BEG. OF YEAR AMOUNT: 520. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE FROM TACONIC OUTDOOR EDUCATION. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,765.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: GRADUATION KITS PAYABLE. BEG. OF YEAR AMOUNT: 108. END OF YEAR AMOUNT: 0. DESCRIPTION: DUE TO MAHOPAC CSD. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 185. DESCRIPTION: DUE TO MUSCOOT FARM. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 795. DESCRIPTION: KINDERCAMP FEES COLLECTED IN ADVANCE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,650.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH CATALLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09148062104
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW ELEMENTARY SCHOOL PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0270496542
ReturnHeader/Filer/PhoneNum09148062104
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO JOSEPH CATALLI - 4 MARINA DR
ReturnHeader/Filer/USAddress/CityNm0MAHOPAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010541
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133240920
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A UZZO & COMPANY CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0287 BOWMAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PURCHASE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010577
ReturnHeader/PreparerPersonGrp/PhoneNum09146948800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH CATALLI CPA
ReturnHeader/ReturnTs02025-04-12T20:17:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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