Civic Intelligence

Lakota West High School Parent Teacher Student Organization

990EZ • Fiscal year 2017 • EIN 31-1553050

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

96th percentile

276%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

127%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$25,899

Up $19,016 (+276%) from 2016

Net Assets

Up

$25,899

Up $19,016 (+276%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$38,269

Up $21,424 (+127%) from 2016

Expenses

Down

$19,253

Down $7,475 (-28%) from 2016

Net Income

Up

$19,016

Up $28,899 (+292%) from 2016

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

2017

Assets$25,899
Liabilities-
Net Assets$25,899

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

2017

Revenue$38,269
Expenses$19,253
Net Income$19,016
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$72,735
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.-$13,653
SCHOLARSHIPS & ACADEMIC COMPETITION FOR OVER 1000 YOUTH.-$4,500
STUDENT AND STAFF RECOGNITION THROUGH EXTRA-CURRICULAR ACTIVITIES AND HOSPITALITY FUNCTIONS.-$1,100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRIS ADDINGTONPresident-$0--
KYM PITELCo-President-$0--
KRISTIN HENLEYVice-Preside-$0--
MICHELLE WILESVice-Preside-$0--
GRETCHEN ECKERLEVice-Preside-$0--
JODI KRUSLINGSecretary-$0--
ELIZABETH BRUGGENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arts and Crafts$51,671$51,671$11,752$39,919
After Prom$15,736$15,736$22,714$-6,978
Total Events$67,407$67,407$34,466$32,941
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
2017-11-13
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 2,011 total 2,011

Form 990-ez, Part I, Line 16

Expenses student recognition-ice c 630 staff appreciation 3,618 senior class activities 734 bank charges 119 lakota west stipends 232 supplies 132 junior class 994 professional services 1,025 scholarship 4,500 baccalaureate 1,100 classroon/school donation 3,000 senior class 505 district parent council 85 student recognition-vip b 179 technology for communicat 2,400 total 19,253

Form 990-ez, Part III

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

Raw XML Appendix174 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/PhoneNum05137552272
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST CHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRIS ADDINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KYM PITEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN HENLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE WILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GRETCHEN ECKERLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JODI KRUSLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELIZABETH BRUGGEN
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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019253
IRS990EZ/OtherRevenueTotalAmt02011
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/ProgramServiceExpensesAmt04500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11100
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213653
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt032941
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019253
IRS990EZ/TotalProgramServiceExpensesAmt019253
IRS990EZ/TotalRevenueAmt038269
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07630
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt038803
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt033096
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0181140
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTS AND CRAFTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AFTER PROM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015736
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015736
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032941
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034466
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011752
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt022714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SENIOR ACTIVITIES 2,011 TOTAL 2,011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES STUDENT RECOGNITION-ICE C 630 STAFF APPRECIATION 3,618 SENIOR CLASS ACTIVITIES 734 BANK CHARGES 119 LAKOTA WEST STIPENDS 232 SUPPLIES 132 JUNIOR CLASS 994 PROFESSIONAL SERVICES 1,025 SCHOLARSHIP 4,500 BACCALAUREATE 1,100 CLASSROON/SCHOOL DONATION 3,000 SENIOR CLASS 505 DISTRICT PARENT COUNCIL 85 STUDENT RECOGNITION-VIP B 179 TECHNOLOGY FOR COMMUNICAT 2,400 TOTAL 19,253
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/SignatureDt02017-11-13
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
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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/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW P ROTH CPA
ReturnHeader/ReturnTs02017-11-14T11:51:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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