Civic Intelligence

Lakota West High School Parent Teacher Student Organization

990EZ • Fiscal year 2020 • EIN 31-1553050

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 27, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

15%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-32%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$35,433

Up $4,501 (+15%) from 2019

Net Assets

Up

$35,433

Up $4,501 (+15%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$34,344

Down $16,139 (-32%) from 2019

Expenses

Down

$29,843

Down $19,457 (-39%) from 2019

Net Income

Up

$4,501

Up $3,318 (+280%) from 2019

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

2020

Assets$35,433
Liabilities-
Net Assets$35,433

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

2020

Revenue$34,344
Expenses$29,843
Net Income$4,501
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 27, 2020
Return Version
2019v5.0
Gross Receipts
$41,562
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.-$22,502
SCHOLARSHIPS & ACADEMIC COMPETITION FOR OVER 1000 YOUTH.-$6,800
STUDENT AND STAFF RECOGNITION THROUGH EXTRA-CURRICULAR ACTIVITIES AND HOSPITALITY FUNCTIONS.-$541
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHNNETTA CREACHCo-President-$0--
JULIE VONDERHAARCo-President-$0--
JENNY BISHOPCo-Vice Pres-$0--
WENDY MEISTERCo-Vice Pres-$0--
LESLI BROWERSecretary-$0--
ELIZABETH BRUGGENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arts and Crafts$31,199$31,199$4,967$26,232
Total Events$31,199$31,199$4,967$26,232
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
2020-08-27
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 3,744 bank charges 41 firebird fund 4,351 misc & supplies 37 junior class 265 professional services 1,075 scholarship 5,000 baccalaureate 541 classroon/school donation 9,645 senior class 2,668 district parent council 60 student recognition-vip b 616 memorials/donations 1,800 total 29,843

Form 990-ez, Part III

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

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05137552272
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST CHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045069
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030932
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE VONDERHAAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNY BISHOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WENDY MEISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESLI BROWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH BRUGGEN
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/OtherExpensesTotalAmt029843
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/ProgramServiceExpensesAmt06800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1541
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt222502
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07218
IRS990EZ/SpecialEventsNetIncomeLossAmt027987
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029843
IRS990EZ/TotalProgramServiceExpensesAmt029843
IRS990EZ/TotalRevenueAmt034344
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010777
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03317
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031158
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt065704
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt031199
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt047371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt031924
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt051671
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0185544
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0282406
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTS AND CRAFTS
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031199
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026232
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04967
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STAFF APPRECIATION 3,744 BANK CHARGES 41 FIREBIRD FUND 4,351 MISC & SUPPLIES 37 JUNIOR CLASS 265 PROFESSIONAL SERVICES 1,075 SCHOLARSHIP 5,000 BACCALAUREATE 541 CLASSROON/SCHOOL DONATION 9,645 SENIOR CLASS 2,668 DISTRICT PARENT COUNCIL 60 STUDENT RECOGNITION-VIP B 616 MEMORIALS/DONATIONS 1,800 TOTAL 29,843
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH BRUGGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-27
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/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02020-09-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:23:06
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/PreparationDt02020-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW P ROTH CPA
ReturnHeader/ReturnTs02020-09-17T11:23:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings