Civic Intelligence

Lake Forest Elementary PTO

990 • Fiscal year 2015 • EIN 33-0530575

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 11, 2016

Organization Profile
21801 Pittsford DrLake Forest, CA 92630

(949) 830-9945

Siviq Scores

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

Liabilities / Assets

88th percentile

0.47x

Higher debt load relative to assets than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

0.62x

Higher debt load relative to revenue than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

48th percentile

0.1%

Faster revenue growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$119,996

Up $28,447 (+31%) from 2014

Net Assets

Down

$64,174

Down $19,703 (-23%) from 2014

Liabilities

Up

$55,822

Up $48,150 (+628%) from 2014

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin15th percentile

Revenue

Up

$90,481

Up $64 (+0.1%) from 2014

Expenses

Up

$110,184

Up $10,301 (+10%) from 2014

Net Income

Down

-$19,703

Down $10,237 (-108%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$150K$100K$50K$0Assets 2012: $58,820Liabilities 2012: $5,308Net Assets 2012: $53,5122012Assets 2013: $94,233Liabilities 2013: $890Net Assets 2013: $93,3432013Assets 2014: $91,549Liabilities 2014: $7,672Net Assets 2014: $83,8772014Assets 2015: $119,996Liabilities 2015: $55,822Net Assets 2015: $64,1742015Assets 2016: $87,634Liabilities 2016: $15,092Net Assets 2016: $72,5422016Assets 2017: $98,539Liabilities 2017: $1,711Net Assets 2017: $96,8282017Assets 2018: $111,462Liabilities 2018: $417Net Assets 2018: $111,0452018Assets 2019: $117,177Liabilities 2019: $71Net Assets 2019: $117,1062019Assets 2020: $125,644Liabilities 2020: $71Net Assets 2020: $125,5732020Assets 2021: $101,952Liabilities 2021: $71Net Assets 2021: $101,8812021Assets 2022: $106,070Liabilities 2022: $71Net Assets 2022: $105,9992022Assets 2023: $104,163Liabilities 2023: $71Net Assets 2023: $104,0922023Assets 2024: $98,571Liabilities 2024: $71Net Assets 2024: $98,5002024Assets 2025: $92,130Liabilities 2025: $71Net Assets 2025: $92,0592025

Highlighted filing

2015

Assets$119,996
Liabilities$55,822
Net Assets$64,174
Open 2015 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2012: $116,1482012Expenses 2013: $72,1292013Revenue 2014: $90,417Expenses 2014: $99,883Net Income 2014: -$9,4662014Revenue 2015: $90,481Expenses 2015: $110,184Net Income 2015: -$19,7032015Revenue 2016: $78,224Expenses 2016: $69,856Net Income 2016: $8,3682016Revenue 2017: $79,781Expenses 2017: $55,495Net Income 2017: $24,2862017Revenue 2018: $72,072Expenses 2018: $57,855Net Income 2018: $14,2172018Revenue 2019: $70,261Expenses 2019: $64,200Net Income 2019: $6,0612019Revenue 2020: $51,434Expenses 2020: $42,967Net Income 2020: $8,4672020Revenue 2021: $23,854Expenses 2021: $47,546Net Income 2021: -$23,6922021Revenue 2022: $39,251Expenses 2022: $35,133Net Income 2022: $4,1182022Revenue 2023: $40,151Expenses 2023: $42,058Net Income 2023: -$1,9072023Revenue 2024: $51,980Expenses 2024: $57,572Net Income 2024: -$5,5922024Revenue 2025: $59,347Expenses 2025: $65,788Net Income 2025: -$6,4412025

Highlighted filing

2015

Revenue$90,481
Expenses$110,184
Net Income-$19,703
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$138,131
Mission and Program Overview

Mission

Gifts and grants to lake forest elementary 800+ students

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$78,401$68,437▼ $9,964
Cash and Non-Interest-Bearing Accounts$9,215$49,575▲ $40,360
Prepaid Expenses and Deferred Charges$3,533$1,000▼ $2,533
Inventories for Sale or Use$400$984▲ $584
Total Assets$91,549$119,996▲ $28,447
Liabilities
Accounts Payable and Accrued Expenses$7,672$55,822▲ $48,150
Total Liabilities$7,672$55,822▲ $48,150
Net Assets / Fund Balance
Unrestricted Net Assets$83,877$64,174▼ $19,703
Total Net Assets Fund Balance$83,877$64,174▼ $19,703
Total Liabilities and Net Assets / Fund Balance$91,549$119,996▲ $28,447
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Tim Van WoerkomPresident
Kim BowmanCo Vice President
Jennifer KarrExecutive Vice President
Courtney BlackwellCo VP of Volunteers
Sudan BloomgrenCo VP of Volunteers
Kristen VigueFinacial Secretary
Jenifer DaviesRecording Secretary
Susan MeyerTeacher Liasion
Lisa JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,259
Program Service Revenue
$0
Investment Income
$64
Other Revenue
$74,158
All Other Contributions
$305
Change in Net Assets
$-19,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,184
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$72,671$3,766-$76,437
Other Expenses$7,128--$7,128
Office Expenses-$308-$308
Fees for Services Other-$167-$167
Total Functional Expenses$105,943$4,241$0$110,184
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,808
Fundraising Direct Expenses$47,650
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Wrap$33,530$33,530$16,429$17,101
Olympic Day$26,340$26,340$2,437$23,903
Total Events$121,808$121,808$47,650$74,158
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The organization has members”

Governing body decisions Part VI line 7B

“Members vote in members of the governing body”

Governing body meeting documentation Part VI line 8A

“Tax reutrn is availbale upon request”

Committee meeting documentation Part VI line 8B

“The secretary documents meetings”

Form 990 governing body review Part VI line 11

“Tax return is available upon request”

Governing documents etc available to public Part VI line 19

“Tax returns are available upon request”

Filing and Contact Details

Filer

Filer Name
Lake Forest Elementary Pto
EIN
33-0530575
Address
21801 PITTSFORD DR, LAKE FOREST, CA 92630

Signing Officer

Name
Lisa Johnson
Title
Treasurer
Phone
9498309945
Signed
2016-01-11
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Butler Brier & Co
Address
336 N LA CADENA DR, Colton, CA 92324
Preparer
Carl Butler Ea
Phone
9098250303
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“List of attached expenses that would not fit in specific catigories”

List of other expenses Part IX line 24E

“List of expenses attached”

Raw XML Appendix383 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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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0103040
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OLYMPIC DAY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GIFT WRAP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt033530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt061938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0121808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt061938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0121808
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt074158
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt028784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt047650
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02437
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016429
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt061938
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS VOTE IN MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX REUTRN IS AVAILBALE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SECRETARY DOCUMENTS MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX RETURN IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX RETURNS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LIST OF ATTACHED EXPENSES THAT WOULD NOT FIT IN SPECIFIC CATIGORIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LIST OF EXPENSES ATTACHED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt091549
IRS990/TotalAssetsEOYAmt0119996
IRS990/TotalAssetsGrp/BOYAmt091549
IRS990/TotalAssetsGrp/EOYAmt0119996
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016259
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04241
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0105943
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110184
IRS990/TotalGrossUBIAmt074158
IRS990/TotalLiabilitiesBOYAmt07672
IRS990/TotalLiabilitiesEOYAmt055822
IRS990/TotalLiabilitiesGrp/BOYAmt07672
IRS990/TotalLiabilitiesGrp/EOYAmt055822
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt083877
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt064174
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt03607
IRS990/TotalProgramServiceExpensesAmt0105943
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt064
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090481
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt074158
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt091549
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0119996
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt083877
IRS990/UnrestrictedNetAssetsGrp/EOYAmt064174
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09498309945
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE FOREST ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0330530575
ReturnHeader/Filer/USAddress/AddressLine1Txt021801 PITTSFORD DR
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953823580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUTLER BRIER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0336 N LA CADENA DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092324
ReturnHeader/PreparerPersonGrp/PhoneNum09098250303
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL BUTLER EA
ReturnHeader/ReturnTs02016-01-11T08:54:56-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$119,996
Liabilities
$55,822
Net assets
$64,174
Revenue
$90,481
Expenses
$110,184
Net income
-$19,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.59$0.66$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.52$0.58$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.40$0.42$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.39$0.35$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.24$0.48$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.51$0.43$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.70$0.64$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.72$0.58$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.80$0.55$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.15$0.73$0.78$0.70$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.56$0.64$0.90$1.10$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.08$0.84$0.90$1.00$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.01$0.93$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.05$0.54$1.16