Civic Intelligence

Lakota West High School Parent Teacher Student Organization

990EZ • Fiscal year 2019 • EIN 31-1553050

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 11, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

4.0%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

97%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$30,932

Up $1,183 (+4.0%) from 2018

Net Assets

Up

$30,932

Up $1,183 (+4.0%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$50,483

Up $24,852 (+97%) from 2018

Expenses

Up

$49,300

Up $27,519 (+126%) from 2018

Net Income

Down

$1,183

Down $2,667 (-69%) from 2018

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

2019

Assets$30,932
Liabilities-
Net Assets$30,932

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

2019

Revenue$50,483
Expenses$49,300
Net Income$1,183
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 11, 2019
Return Version
2018v3.1
Gross Receipts
$70,855
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.-$42,488
SCHOLARSHIPS & ACADEMIC COMPETITION FOR OVER 1000 YOUTH.-$5,149
STUDENT AND STAFF RECOGNITION THROUGH EXTRA-CURRICULAR ACTIVITIES AND HOSPITALITY FUNCTIONS.-$1,663
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
YASMEN BROWN-JONESCo-President-$0--
KYM PITELCo-President-$0--
KRISTIN HENLEYCo-Vice Pres-$0--
MICHELLE WILESCo-Vice Pres-$0--
JENNY BISHOPCo-Vicepresi-$0--
JODI KRUSLINGSecretary-$0--
ELIZABETH BRUGGENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arts and Crafts$47,371$47,371$5,298$42,073
After Prom$11,245$11,245$15,074$-3,829
Total Events$58,616$58,616$20,372$38,244
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
2019-09-11
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 8

Senior activities 1,462 total 1,462

Form 990-ez, Part I, Line 16

Expenses staff appreciation 2,659 senior class activities 1,884 bank charges 54 lakota west stipends 4,573 supplies 98 junior class 2,617 professional services 1,075 scholarship 5,000 baccalaureate 1,663 classroon/school donation 26,703 senior class 2,500 district parent council 140 student recognition-vip b 185 memorials/donations 149 total 49,300

Form 990-ez, Part III

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

Raw XML Appendix179 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0YASMEN BROWN-JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KYM PITEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN HENLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE WILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNY BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JODI KRUSLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELIZABETH BRUGGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-VICEPRESI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049300
IRS990EZ/OtherRevenueTotalAmt01462
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/ProgramServiceExpensesAmt05149
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11663
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt242488
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt038244
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0188536
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05298
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SENIOR ACTIVITIES 1,462 TOTAL 1,462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES STAFF APPRECIATION 2,659 SENIOR CLASS ACTIVITIES 1,884 BANK CHARGES 54 LAKOTA WEST STIPENDS 4,573 SUPPLIES 98 JUNIOR CLASS 2,617 PROFESSIONAL SERVICES 1,075 SCHOLARSHIP 5,000 BACCALAUREATE 1,663 CLASSROON/SCHOOL DONATION 26,703 SENIOR CLASS 2,500 DISTRICT PARENT COUNCIL 140 STUDENT RECOGNITION-VIP B 185 MEMORIALS/DONATIONS 149 TOTAL 49,300
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH BRUGGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKOTA WEST PTSO
ReturnHeader/Filer/BusinessNameControlTxt0LAKO
ReturnHeader/Filer/EIN0311553050
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ReturnHeader/Filer/USAddress/CityNm0WEST CHESTER
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ReturnHeader/FilingSecurityInformation/IPDt02019-10-09
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ReturnHeader/FilingSecurityInformation/IPTm010:35:39
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
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ReturnHeader/PreparerPersonGrp/PhoneNum05135743300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW P ROTH CPA
ReturnHeader/ReturnTs02019-10-09T10:35:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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