Civic Intelligence

Lakota West High School Parent Teacher Student Organization

990EZ • Fiscal year 2022 • EIN 31-1553050

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 27, 2022

Organization ProfileN/A
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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

76th percentile

61%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • 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

Net Assets

Up

$30,248

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st 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

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2022

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

Operations Trend

Revenue Growth76th percentile

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

2022

Revenue$35,453
Expenses$28,040
Net Income$7,413
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 27, 2022
Return Version
2021v4.0
Gross Receipts
$49,865
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.-$22,067
SCHOLARSHIPS & ACADEMIC COMPETITION FOR OVER 1000 YOUTH.-$5,000
STUDENT AND STAFF RECOGNITION THROUGH EXTRA-CURRICULAR ACTIVITIES AND HOSPITALITY FUNCTIONS.-$973
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLEY FERGUSONCo- Presiden-$0--
JULIE VONDERHAARCo-President-$0--
ALI BOGERSecretary-$0--
CHERIE WALKERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arts and Crafts$35,747$35,747$8,347$27,400
Total Events$35,747$35,747$8,347$27,400
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
2022-07-27
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 5,278 firebird fund 7,364 misc & supplies 89 junior class 1,135 professional services 1,050 scholarship 5,000 baccalaureate 973 classroon/school donation 3,718 senior class 2,500 senior day activities 436 district parent council/d 50 other expense 447 total 28,040”

Form 990-ez, Part III

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

Raw XML Appendix155 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
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/BOYAmt022835
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030248
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09301
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07413
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022835
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030248
IRS990EZ/FundraisingGrossIncomeAmt040564
IRS990EZ/GrossReceiptsAmt049865
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022835
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030248
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022835
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030248
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LESLEY FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE VONDERHAAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALI BOGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHERIE WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO- PRESIDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028040
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/ProgramServiceExpensesAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1973
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt222067
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014412
IRS990EZ/SpecialEventsNetIncomeLossAmt026152
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028040
IRS990EZ/TotalProgramServiceExpensesAmt028040
IRS990EZ/TotalRevenueAmt035453
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010066
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039578
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt013460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037712
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt035747
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011836
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt031199
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt047371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt031924
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0158077
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0235367
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049865
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048461
IRS990ScheduleA/Total509Grp/TotalAmt0235367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048461
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0235367
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08347
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTS AND CRAFTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035747
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035747
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035747
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035747
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027400
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08347
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES STAFF APPRECIATION 5,278 FIREBIRD FUND 7,364 MISC & SUPPLIES 89 JUNIOR CLASS 1,135 PROFESSIONAL SERVICES 1,050 SCHOLARSHIP 5,000 BACCALAUREATE 973 CLASSROON/SCHOOL DONATION 3,718 SENIOR CLASS 2,500 SENIOR DAY ACTIVITIES 436 DISTRICT PARENT COUNCIL/D 50 OTHER EXPENSE 447 TOTAL 28,040
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/SignatureDt02022-07-27
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
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/PreparationDt02022-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW P ROTH CPA
ReturnHeader/ReturnTs02022-08-02T14:10:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALKER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

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
2022Detailed filing. Detailed filing data is available for this year.$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