Civic Intelligence

Lakota West High School Parent Teacher Student Organization

990EZ • Fiscal year 2016 • EIN 31-1553050

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 16, 2016

8940 Union Center BlvdWest Chester, OH 45069

(513) 755-2272

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

7th percentile

-59%

Higher net margin than 7% 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

7th percentile

-59%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$6,883

Down $9,883 (-59%) from 2015

Net Assets

Down

$6,883

Down $9,883 (-59%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$16,845

Down $10,795 (-39%) from 2015

Expenses

Down

$26,728

Down $11,468 (-30%) from 2015

Net Income

Up

-$9,883

Up $673 (+6.4%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$6,883
Liabilities-
Net Assets$6,883

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$16,845
Expenses$26,728
Net Income-$9,883
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 16, 2016
Return Version
2015v2.1
Gross Receipts
$48,793
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.-$21,880
SCHOLARSHIPS & ACADEMIC COMPETITION FOR OVER 1000 YOUTH.-$4,000
STUDENT AND STAFF RECOGNITION THROUGH EXTRA-CURRICULAR ACTIVITIES AND HOSPITALITY FUNCTIONS.-$848
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRIS ADDINGTONPresident-$0--
VICKI PENDERYCo-President-$0--
KRISTIN HENLEYVice-Preside-$0--
SHERI FREYVice-Preside-$0--
YASMEN BROWN-JONESVice-Preside-$0--
MICHELLE QUIMBYSecretary-$0--
ELIZABETH BRUGGENTreasurer-$0--
DIANE GRIMESVice Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arts and Crafts$23,379$23,379$9,817$13,562
After Prom$15,801$15,801$22,131$-6,330
Total Events$39,180$39,180$31,948$7,232
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
Elizabeth Bruggen
Title
Treasurer
Signed
2016-09-16
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 8

Senior activities 1,983 total 1,983

Form 990-ez, Part I, Line 16

Expenses student recognition-ice c 1,332 staff appreciation 2,469 senior class activities 871 bank charges 12 membership expenses 3,584 supplies 387 junior class 918 professional services 1,025 scholarship 4,000 baccalaureate 848 spirit committee 853 classroon/school donation 4,931 senior class 2,481 district parent council 119 memorials/donations 300 student recognition-vip b 82 technology for communicat 2,516 total 26,728

Form 990-ez, Part III

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

Raw XML Appendix176 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/BooksInCareOfDetail/USAddress/CityNm0WEST CHESTER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRIS ADDINGTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN HENLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERI FREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4YASMEN BROWN-JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE QUIMBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELIZABETH BRUGGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIANE GRIMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026728
IRS990EZ/OtherRevenueTotalAmt01983
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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt221880
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTS AND CRAFTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AFTER PROM
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07232
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SENIOR ACTIVITIES 1,983 TOTAL 1,983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES STUDENT RECOGNITION-ICE C 1,332 STAFF APPRECIATION 2,469 SENIOR CLASS ACTIVITIES 871 BANK CHARGES 12 MEMBERSHIP EXPENSES 3,584 SUPPLIES 387 JUNIOR CLASS 918 PROFESSIONAL SERVICES 1,025 SCHOLARSHIP 4,000 BACCALAUREATE 848 SPIRIT COMMITTEE 853 CLASSROON/SCHOOL DONATION 4,931 SENIOR CLASS 2,481 DISTRICT PARENT COUNCIL 119 MEMORIALS/DONATIONS 300 STUDENT RECOGNITION-VIP B 82 TECHNOLOGY FOR COMMUNICAT 2,516 TOTAL 26,728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT AND STAFF RECOGNITION, SCHOLARSHIPS AND EDUCATIONAL PROGRAM FUNDING FOR OVER 1200 STUDENTS AND STAFF.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH BRUGGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-16
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/PreparationDt02016-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW P ROTH CPA
ReturnHeader/ReturnTs02016-09-28T08:34:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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