Civic Intelligence

Lewisburg Primary School PTO

EIN 27-2404085 • 501(c)3 • Olive Branch, MS

Profile

Teacher & staff appreciation

1707 Craft RdOlive Branch, MS 38654
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

46th percentile

-4.7%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$37,186

Up $5,429 (+17%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$37,186

Up $5,429 (+17%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin60th percentile

Revenue

Down

$75,000

Down $35 (-0.0%) from 2024

Expenses

Up

$69,571

Up $7,590 (+12%) from 2024

Net Income

Down

$5,429

Down $7,625 (-58%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$40K$30K$20K$10K$0Assets 2021: $13,292Liabilities 2021: $0Net Assets 2021: $13,2922021Assets 2022: $16,843Liabilities 2022: $0Net Assets 2022: $16,8432022Assets 2023: $18,644Liabilities 2023: $0Net Assets 2023: $18,6442023Assets 2024: $31,757Liabilities 2024: $0Net Assets 2024: $31,7572024Assets 2025: $37,186Liabilities 2025: $0Net Assets 2025: $37,1862025

Highlighted filing

2025

Assets$37,186
Liabilities$0
Net Assets$37,186
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

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

$100K$50K$0-$50KRevenue 2021: $35,753Expenses 2021: $50,035Net Income 2021: -$14,2822021Revenue 2022: $43,666Expenses 2022: $40,115Net Income 2022: $3,5512022Revenue 2023: $82,541Expenses 2023: $80,740Net Income 2023: $1,8012023Revenue 2024: $75,035Expenses 2024: $61,981Net Income 2024: $13,0542024Revenue 2025: $75,000Expenses 2025: $69,571Net Income 2025: $5,4292025

Highlighted filing

2025

Revenue$75,000
Expenses$69,571
Net Income$5,429
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,186
Liabilities
$0
Net assets
$37,186
Revenue
$75,000
Expenses
$69,571
Net income
$5,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$75.0$69.6$5.43
2024Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$75.0$62.0$13.1
2023Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$82.5$80.7$1.80
2022Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$43.7$40.1$3.55
2021Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$35.8$50.0$14.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$75,000
Mission and Program Overview

Mission

Support the teachers and Staff at Lewisburg Primary School

Teacher & staff appreciation

Program Services

DescriptionGrantsExpenses
TEACHER & STAFF APPRECIATION-$0
STUDENT EVENTS AND SUPPORT-$0
SCHOOL ENRICHMENT-$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMELIA NORFOLKPresidentPT$0--
LOREN MAYNARDVice PresidentPT$0--
AMBERLEE SMITHTreasurerPT$0--
FAYE TURNERSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Lewisburg Primary School Pto
EIN
27-2404085
In Care Of
% AMBERLEE SMITH
Phone
6628936001
Address
1707 CRAFT RD, OLIVE BRANCH, MS 38654

Signing Officer

Name
Amberlee Smith
Title
Treasurer
Phone
6628383737
Signed
2025-09-24
Discuss with paid preparer
Yes

Preparer

Firm
R & R Tax Services LLC
Address
7984 HWY 178 W STE B, Byhalia, MS 38611
Preparer
Rob Nobles
Phone
6628383737
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountDONATIONS AND CORPORATE TOTALS 7,931MERCHANDISE SALES TOTALS 8,788BOOK FAIRS AND VALENTINES 3,311SCHOOL ENRICHMENT TOTALS 491SCHOOL EVENTS TOTALS 868APP TOTALS 419DUES 3,820FUNDRAISERS 49,372”

Description of other expenses Part I line 16

“Description AmountFUNDRAISER EXPENSES 7,133DONATIONS AND CORPORATE EXP 110MERCHANDISE SALES EXP 6,626SCHOOL EXP TOTALS 6,993PTO ADMIN FEES 2,002SCHOOL SUPPLIES 987SCHOOL EVENTS EXP 14,079APPRECIATION TOTALS 22,308SCHOOL ENRICHMENT 9,289MEMBERSHIP EXP 44”

Raw XML Appendix154 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/PersonNm0FAYE TURNER
IRS990EZ/BooksInCareOfDetail/PhoneNum06628936001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01707 CRAFT RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OLIVE BRANCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038654
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031757
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037186
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05429
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031757
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037186
IRS990EZ/GrossReceiptsAmt075000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031757
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037186
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031757
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037186
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMELIA NORFOLK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOREN MAYNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMBERLEE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FAYE TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt069571
IRS990EZ/OtherRevenueTotalAmt075000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHER & STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER & STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT EVENTS AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069571
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt075000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt079569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054399
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0350549
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0365919
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082541
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055279
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078064
IRS990ScheduleA/Total509Grp/TotalAmt0365919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075035
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082541
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055279
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078064
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0365919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDONATIONS AND CORPORATE TOTALS 7,931MERCHANDISE SALES TOTALS 8,788BOOK FAIRS AND VALENTINES 3,311SCHOOL ENRICHMENT TOTALS 491SCHOOL EVENTS TOTALS 868APP TOTALS 419DUES 3,820FUNDRAISERS 49,372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFUNDRAISER EXPENSES 7,133DONATIONS AND CORPORATE EXP 110MERCHANDISE SALES EXP 6,626SCHOOL EXP TOTALS 6,993PTO ADMIN FEES 2,002SCHOOL SUPPLIES 987SCHOOL EVENTS EXP 14,079APPRECIATION TOTALS 22,308SCHOOL ENRICHMENT 9,289MEMBERSHIP EXP 44
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBERLEE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06628383737
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEWISBURG PRIMARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0272404085
ReturnHeader/Filer/InCareOfNm0% AMBERLEE SMITH
ReturnHeader/Filer/PhoneNum06628936001
ReturnHeader/Filer/USAddress/AddressLine1Txt01707 CRAFT RD
ReturnHeader/Filer/USAddress/CityNm0OLIVE BRANCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038654
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203525453
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R & R TAX SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07984 HWY 178 W STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Byhalia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038611
ReturnHeader/PreparerPersonGrp/PhoneNum06628383737
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROB NOBLES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-25T15:47:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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