Civic Intelligence

Lakewood Elementary Ptt

990EZ • Fiscal year 2014 • EIN 27-3501977

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 24, 2015

Organization ProfileN/A
265 Learning Place Ln42724

(270) 862-4516

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

$9,333

No earlier filing loaded for comparison.

Net Assets

$9,333

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin37th percentile

Revenue

$26,906

No earlier filing loaded for comparison.

Expenses

$27,268

No earlier filing loaded for comparison.

Net Income

-$362

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2014: $9,333Liabilities 2014: $0Net Assets 2014: $9,3332014Assets 2016: $15,913Liabilities 2016: $0Net Assets 2016: $15,9132016Assets 2017: $11,757Liabilities 2017: $0Net Assets 2017: $11,7572017

Highlighted filing

2014

Assets$9,333
Liabilities$0
Net Assets$9,333
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KRevenue 2014: $26,906Expenses 2014: $27,268Net Income 2014: -$3622014Revenue 2016: $23,784Expenses 2016: $17,702Net Income 2016: $6,0822016Revenue 2017: $13,136Expenses 2017: $17,292Net Income 2017: -$4,1562017

Highlighted filing

2014

Revenue$26,906
Expenses$27,268
Net Income-$362
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 24, 2015
Return Version
2013v4.0
Gross Receipts
$45,865
Mission and Program Overview

Mission

The sole purpose of lakewood elementary ptt is to foster pride, enthusiasm and positive action to support learning. Through fund-raising and family activities, lakewood elementary ptt will promote positive school/community relationships that enhance our children's educational environment.

Program Services

DescriptionGrantsExpenses
RAISE MONEY TO SUPPORT THE STUDENTS AND STAFF OF LAKEWOOD ELEMENTARY SCHOOL$0$40,259
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE HOBBSPresident-$0--
RICKI NELSONVice President-$0--
SARA ICETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$9,914$9,914$5,901$4,013
Event 1$7,232$7,232$2,327$4,905
Total Events$23,952$23,952$13,916$10,036
Filing and Contact Details

Filer

EIN
27-3501977
Phone
2708624516

Signing Officer

Name
Sara Ice
Title
Treasurer
Phone
2708624516
Signed
2015-04-24
Discuss with paid preparer
Yes

Preparer

Preparer
Sarah Durham
Phone
2707696371
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 5,342.”

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

“Description: grade/school allocations. Amount: 8,027. Description: awards. Amount: 1,115. Description: donations. Amount: 2,046. Description: field trips/class activities. Amount: 5,637. Description: jr. Pro. Amount: 3,918. Description: miscellaneous. Amount: 93. Description: office. Amount: 265. Total to form 990-ez, line 16: 21,101.”

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

“Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 4,834.”

Raw XML Appendix170 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum02708624516
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10265 LEARNING PLACE LN
IRS990EZ/BooksInCareOfDetail/USAddress/City0CECILIA
IRS990EZ/BooksInCareOfDetail/USAddress/State0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode042724
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09695
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09695
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09333
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09695
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09333
IRS990EZ/OccupancyRentUtltsAndMaintAmt05342
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LESLIE HOBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICKI NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA ICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04834
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021101
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE SOLE PURPOSE OF LAKEWOOD ELEMENTARY PTT IS TO FOSTER PRIDE, ENTHUSIASM AND POSITIVE ACTION TO SUPPORT LEARNING. THROUGH FUND-RAISING AND FAMILY ACTIVITIES, LAKEWOOD ELEMENTARY PTT WILL PROMOTE POSITIVE SCHOOL/COMMUNITY RELATIONSHIPS THAT ENHANCE OUR CHILDREN'S EDUCATIONAL ENVIRONMENT.
IRS990EZ/ProgramServiceRevenueAmt04530
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE MONEY TO SUPPORT THE STUDENTS AND STAFF OF LAKEWOOD ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040259
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt018959
IRS990EZ/SpecialEventsNetIncomeLossAmt022376
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027268
IRS990EZ/TotalProgramServiceExpensesAmt040259
IRS990EZ/TotalRevenueAmt026906
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04633
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0152745
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt052
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0157378
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059997
IRS990ScheduleA/Total509Grp/TotalAmt0157378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060029
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0157430
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013916
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023952
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SUNFLOWER FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0COOKIE DOUGH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010036
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05688
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013916
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02327
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05901
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 5,342.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GRADE/SCHOOL ALLOCATIONS. AMOUNT: 8,027. DESCRIPTION: AWARDS. AMOUNT: 1,115. DESCRIPTION: DONATIONS. AMOUNT: 2,046. DESCRIPTION: FIELD TRIPS/CLASS ACTIVITIES. AMOUNT: 5,637. DESCRIPTION: JR. PRO. AMOUNT: 3,918. DESCRIPTION: MISCELLANEOUS. AMOUNT: 93. DESCRIPTION: OFFICE. AMOUNT: 265. TOTAL TO FORM 990-EZ, LINE 16: 21,101.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,834.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA ICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02708624516
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKEWOOD ELEMENTARY PTT
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0273501977
ReturnHeader/Filer/PhoneNum02708624516
ReturnHeader/Filer/USAddress/AddressLine10265 LEARNING PLACE LN
ReturnHeader/Filer/USAddress/City0CECILIA
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode042724
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611294705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STILES CARTER AND ASSOCIATES PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102901 RING ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ELIZABETHTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode042701
ReturnHeader/PreparerPersonGrp/PhoneNum02707696371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH DURHAM
ReturnHeader/ReturnTs02015-05-14T15:51:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,333
Liabilities
$0
Net assets
$9,333
Revenue
$26,906
Expenses
$27,268
Net income
-$362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$13.1$17.3$4.16
2016Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$23.8$17.7$6.08
2014Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$26.9$27.3$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits