Civic Intelligence

Lakewood Elementary Ptt

990EZ • Fiscal year 2016 • EIN 27-3501977

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 21, 2017

265 Learning Place LnCecilia, KY 42724

(270) 862-4516

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

39th percentile

-6.0%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Assets

Up

$15,913

Up $6,580 (+71%) from 2014

Net Assets

Up

$15,913

Up $6,580 (+71%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$23,784

Down $3,122 (-12%) from 2014

Expenses

Down

$17,702

Down $9,566 (-35%) from 2014

Net Income

Up

$6,082

Up $6,444 (+1780%) from 2014

Historical Trend

Balance Sheet Trend

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

2016

Assets$15,913
Liabilities$0
Net Assets$15,913

Operations Trend

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

2016

Revenue$23,784
Expenses$17,702
Net Income$6,082
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 21, 2017
Return Version
2015v3.0
Gross Receipts
$49,697
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$43,615
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE HOBBSPresident-$0--
LEEANNE PENCESecretary-$0--
JESSICA GONZALEZTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coca Cola Sales$14,972$14,972$12,544$2,428
Texas Roadhouse Gift Cards$7,155$7,155$4,768$2,387
Total Events$30,398$30,398$18,368$12,030
Filing and Contact Details

Filer

Filer Name
Lakewood Elementary Ptt
EIN
27-3501977
Phone
2708624516
Address
265 LEARNING PLACE LN, CECILIA, KY 42724

Signing Officer

Name
Jessica Gonzalez
Title
Treasurer
Phone
2708624516
Signed
2017-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Stiles Carter and Associates Psc
Address
2901 RING ROAD, ELIZABETHTOWN, KY 42701
Preparer
Sarah Durham
Phone
2707696371
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 7.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 435. Description: other expenses. Amount: 2,800. Total to form 990-ez, line 14: 3,235.

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

Description: grade/school allocations. Amount: 8,855. Description: awards. Amount: 1,310. Description: field trips/class activities. Amount: 322. Description: jr. Pro. Amount: 2,450. Description: miscellaneous. Amount: 52. Description: office. Amount: 517. Description: licenses & fees. Amount: 15. Total to form 990-ez, line 16: 13,521.

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

Description: other depreciable assets. Beg. Of year amount: 4,351. End of year amount: 3,916.

Raw XML Appendix183 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/TitleTxt0PRESIDENT
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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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 435. DESCRIPTION: OTHER EXPENSES. AMOUNT: 2,800. TOTAL TO FORM 990-EZ, LINE 14: 3,235.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: GRADE/SCHOOL ALLOCATIONS. AMOUNT: 8,855. DESCRIPTION: AWARDS. AMOUNT: 1,310. DESCRIPTION: FIELD TRIPS/CLASS ACTIVITIES. AMOUNT: 322. DESCRIPTION: JR. PRO. AMOUNT: 2,450. DESCRIPTION: MISCELLANEOUS. AMOUNT: 52. DESCRIPTION: OFFICE. AMOUNT: 517. DESCRIPTION: LICENSES & FEES. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 13,521.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 4,351. END OF YEAR AMOUNT: 3,916.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA GONZALEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02708624516
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEWOOD ELEMENTARY PTT
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0273501977
ReturnHeader/Filer/PhoneNum02708624516
ReturnHeader/Filer/USAddress/AddressLine1Txt0265 LEARNING PLACE LN
ReturnHeader/Filer/USAddress/CityNm0CECILIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042724
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611294705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STILES CARTER AND ASSOCIATES PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 RING ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETHTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042701
ReturnHeader/PreparerPersonGrp/PhoneNum02707696371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH DURHAM
ReturnHeader/ReturnTs02017-02-28T13:05:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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