Civic Intelligence

Lake Forest Elementary PTO

990 • Fiscal year 2016 • EIN 33-0530575

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 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

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.19x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$87,634

Down $32,362 (-27%) from 2015

Net Assets

Up

$72,542

Up $8,368 (+13%) from 2015

Liabilities

Down

$15,092

Down $40,730 (-73%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin65th percentile

Revenue

Down

$78,224

Down $12,257 (-14%) from 2015

Expenses

Down

$69,856

Down $40,328 (-37%) from 2015

Net Income

Up

$8,368

Up $28,071 (+142%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2016

Assets$87,634
Liabilities$15,092
Net Assets$72,542
Open 2016 Filing

Operations Trend

Revenue Growth30th 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

2016

Revenue$78,224
Expenses$69,856
Net Income$8,368
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 11, 2016
Return Version
2015v2.1
Gross Receipts
$116,885
Mission and Program Overview

Mission

Gifts and grants to lake forest elementary 800+ students

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$49,575$52,539▲ $2,964
Savings and Temporary Cash Investments$68,437$33,572▼ $34,865
Prepaid Expenses and Deferred Charges$1,000$1,139▲ $139
Inventories for Sale or Use$984$384▼ $600
Total Assets$119,996$87,634▼ $32,362
Liabilities
Accounts Payable and Accrued Expenses$55,822$15,021▼ $40,801
Other Liabilities-$71-
Total Liabilities$55,822$15,092▼ $40,730
Net Assets / Fund Balance
Unrestricted Net Assets$64,174$72,542▲ $8,368
Total Net Assets Fund Balance$64,174$72,542▲ $8,368
Total Liabilities and Net Assets / Fund Balance$119,996$87,634▼ $32,362
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Courtney BlackwellCo President
Tim Van WoerkomPresident
Kim BowmanExecutive Vice President
Kristen VigueFinacial Secretary
Susan BloomgrenParlimentarian
Jenifer DaviesRecording Secretary
Linda SmithTeacher Liasion
Lisa JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,915
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$61,309
Change in Net Assets
$8,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,856
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$33,304$1,520-$34,824
Other Expenses$8,131--$8,131
Office Expenses-$180-$180
Total Functional Expenses$68,156$1,700$0$69,856
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$99,970
Fundraising Direct Expenses$38,661
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gift Wrap$28,103$28,103$10,969$17,134
Olympic Day$19,688$19,688$2,274$17,414
Total Events$99,970$99,970$38,661$61,309
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fsea Reserve$71
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
2016-10-11
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
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 Appendix373 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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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061309
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt025418
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038661
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02274
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010969
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt052175
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/TotalAssetsBOYAmt0119996
IRS990/TotalAssetsEOYAmt087634
IRS990/TotalAssetsGrp/BOYAmt0119996
IRS990/TotalAssetsGrp/EOYAmt087634
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016915
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01700
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068156
IRS990/TotalFunctionalExpensesGrp/TotalAmt069856
IRS990/TotalGrossUBIAmt061309
IRS990/TotalLiabilitiesBOYAmt055822
IRS990/TotalLiabilitiesEOYAmt015092
IRS990/TotalLiabilitiesGrp/BOYAmt055822
IRS990/TotalLiabilitiesGrp/EOYAmt015092
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt064174
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt072542
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt05443
IRS990/TotalProgramServiceExpensesAmt068156
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt078224
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt061309
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0119996
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt087634
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt064174
IRS990/UnrestrictedNetAssetsGrp/EOYAmt072542
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09498309945
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-11
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/PreparationDt02016-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL BUTLER EA
ReturnHeader/ReturnTs02016-10-17T10:33:34-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,634
Liabilities
$15,092
Net assets
$72,542
Revenue
$78,224
Expenses
$69,856
Net income
$8,368
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