Civic Intelligence

Lakota West Ptso

EIN 31-1553050 • 501(c)3 • West Chester, OH

Profile

Student and staff recognition, scholarships and educational program funding for over 1200 students and staff.

8940 Union Center BlvdWest Chester, OH 45069

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

81st percentile

32%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

61%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,248

Up $7,413 (+32%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$30,248

Up $7,413 (+32%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$35,453

Up $13,436 (+61%) from 2021

Expenses

Down

$28,040

Down $6,575 (-19%) from 2021

Net Income

Up

$7,413

Up $20,011 (+159%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$60K$40K$20K$0Assets 2011: $42,032Net Assets 2011: $42,0322011Assets 2012: $43,900Net Assets 2012: $43,9002012Assets 2013: $37,594Net Assets 2013: $37,5942013Assets 2015: $16,766Net Assets 2015: $16,7662015Assets 2016: $6,883Net Assets 2016: $6,8832016Assets 2017: $25,899Net Assets 2017: $25,8992017Assets 2018: $29,749Net Assets 2018: $29,7492018Assets 2019: $30,932Net Assets 2019: $30,9322019Assets 2020: $35,433Net Assets 2020: $35,4332020Assets 2021: $22,835Net Assets 2021: $22,8352021Assets 2022: $30,248Net Assets 2022: $30,2482022

Highlighted filing

2022

Assets$30,248
Liabilities-
Net Assets$30,248
Open 2022 Filing

Operations Trend

Revenue Growth86th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $30,889Expenses 2011: $26,814Net Income 2011: $4,0752011Revenue 2012: $31,835Expenses 2012: $29,967Net Income 2012: $1,8682012Revenue 2013: $34,552Expenses 2013: $40,858Net Income 2013: -$6,3062013Revenue 2015: $27,640Expenses 2015: $38,196Net Income 2015: -$10,5562015Revenue 2016: $16,845Expenses 2016: $26,728Net Income 2016: -$9,8832016Revenue 2017: $38,269Expenses 2017: $19,253Net Income 2017: $19,0162017Revenue 2018: $25,631Expenses 2018: $21,781Net Income 2018: $3,8502018Revenue 2019: $50,483Expenses 2019: $49,300Net Income 2019: $1,1832019Revenue 2020: $34,344Expenses 2020: $29,843Net Income 2020: $4,5012020Revenue 2021: $22,017Expenses 2021: $34,615Net Income 2021: -$12,5982021Revenue 2022: $35,453Expenses 2022: $28,040Net Income 2022: $7,4132022

Highlighted filing

2022

Revenue$35,453
Expenses$28,040
Net Income$7,413
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$30,248
Liabilities
-
Net assets
$30,248
Revenue
$35,453
Expenses
$28,040
Net income
$7,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.2$30.2$35.5$28.0$7.41
2021Detailed filing. Detailed filing data is available for this year.$22.8$22.8$22.0$34.6$12.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.4$35.4$34.3$29.8$4.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$30.9$50.5$49.3$1.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.7$29.7$25.6$21.8$3.85
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$25.9$38.3$19.3$19.0
2016Detailed filing. Detailed filing data is available for this year.$6.88$6.88$16.8$26.7$9.88
2015Detailed filing. Detailed filing data is available for this year.$16.8$16.8$27.6$38.2$10.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$37.6$34.6$40.9$6.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.9$43.9$31.8$30.0$1.87
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.0$42.0$30.9$26.8$4.08
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 11, 2021
Return Version
2020v4.0
Gross Receipts
$24,624
Mission and Program Overview

Mission

Student and staff recognition, scholarships and educational program funding for over 1200 students and staff.

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT THROUGH SPONSORSHIP OF RELATED SCHOOL GROUPS, CLASSROOM SUPPLIES AND EQUIPMENT FOR OVER 1500 STUDENTS.-$24,452
SCHOLARSHIPS & ACADEMIC COMPETITION FOR OVER 1000 YOUTH.-$9,330
STUDENT AND STAFF RECOGNITION THROUGH EXTRA-CURRICULAR ACTIVITIES AND HOSPITALITY FUNCTIONS.-$833
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHNNETTA CREACHCo-President-$0--
JULIE VONDERHAARCo-President-$0--
JENNY BISHOPCo-Vice Pres-$0--
LESLEY FERGUSONCo-Vice Pres-$0--
JULIE GRYDERSecretary-$0--
CHERIE WALKERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lakota West Ptso
EIN
31-1553050
Address
8940 UNION CENTER BLVD, WEST CHESTER, OH 45069

Signing Officer

Name
Cherie Walker
Title
Treasurer
Signed
2021-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Matthew P Roth & Company Cpas
Address
4218 BRIDGETOWN ROAD, CINCINNATI, OH 45211
Preparer
Matthew P Roth CPA
Phone
5135743300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses staff appreciation 4,000 bank charges 27 firebird fund 5,000 misc & supplies 261 junior class 559 professional services 1,100 scholarship 5,000 baccalaureate 833 classroon/school donation 9,817 senior class 2,500 student recognition-vip b 200 memorials/donations 4,330 senior day activities 554 student recognition 251 membership expenses 183 total 34,615”

Form 990-ez, Part III

“Student and staff recognition, scholarships and educational program funding for over 1200 students and staff.”

Raw XML Appendix160 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JOHNNETTA CREACH
CompensationExplanation/CompensationExplanationGrp/PersonNm1JULIE VONDERHAAR
CompensationExplanation/CompensationExplanationGrp/PersonNm2JENNY BISHOP
CompensationExplanation/CompensationExplanationGrp/PersonNm3LESLEY FERGUSON
CompensationExplanation/CompensationExplanationGrp/PersonNm4JULIE GRYDER
CompensationExplanation/CompensationExplanationGrp/PersonNm5CHERIE WALKER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH BRUGGEN
IRS990EZ/BooksInCareOfDetail/PhoneNum05137552272
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08940 UNION CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST CHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045069
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035433
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022835
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010066
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12598
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035433
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022835
IRS990EZ/FundraisingGrossIncomeAmt014558
IRS990EZ/GrossReceiptsAmt024624
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035433
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022835
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035433
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022835
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHNNETTA CREACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE VONDERHAAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNY BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LESLEY FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE GRYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHERIE WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034615
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT AND STAFF RECOGNITION, SCHOLARSHIPS AND EDUCATIONAL PROGRAM FUNDING FOR OVER 1200 STUDENTS AND STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS & ACADEMIC COMPETITION FOR OVER 1000 YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT AND STAFF RECOGNITION THROUGH EXTRA-CURRICULAR ACTIVITIES AND HOSPITALITY FUNCTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT ENRICHMENT THROUGH SPONSORSHIP OF RELATED SCHOOL GROUPS, CLASSROOM SUPPLIES AND EQUIPMENT FOR OVER 1500 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09330
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1833
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt224452
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02607
IRS990EZ/SpecialEventsNetIncomeLossAmt011951
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034615
IRS990EZ/TotalProgramServiceExpensesAmt034615
IRS990EZ/TotalRevenueAmt022017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010066
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt050642
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011836
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt031199
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt047371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt031924
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt051671
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0174001
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0258237
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048461
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072735
IRS990ScheduleA/Total509Grp/TotalAmt0258237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072735
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0258237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STAFF APPRECIATION 4,000 BANK CHARGES 27 FIREBIRD FUND 5,000 MISC & SUPPLIES 261 JUNIOR CLASS 559 PROFESSIONAL SERVICES 1,100 SCHOLARSHIP 5,000 BACCALAUREATE 833 CLASSROON/SCHOOL DONATION 9,817 SENIOR CLASS 2,500 STUDENT RECOGNITION-VIP B 200 MEMORIALS/DONATIONS 4,330 SENIOR DAY ACTIVITIES 554 STUDENT RECOGNITION 251 MEMBERSHIP EXPENSES 183 TOTAL 34,615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT AND STAFF RECOGNITION, SCHOLARSHIPS AND EDUCATIONAL PROGRAM FUNDING FOR OVER 1200 STUDENTS AND STAFF.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERIE WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKOTA WEST PTSO
ReturnHeader/Filer/BusinessNameControlTxt0LAKO
ReturnHeader/Filer/EIN0311553050
ReturnHeader/Filer/USAddress/AddressLine1Txt08940 UNION CENTER BLVD
ReturnHeader/Filer/USAddress/CityNm0WEST CHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045069
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202035186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEW P ROTH & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04218 BRIDGETOWN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045211
ReturnHeader/PreparerPersonGrp/PhoneNum05135743300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW P ROTH CPA
ReturnHeader/ReturnTs02021-08-18T07:32:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALKER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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