Civic Intelligence

Lake Forest Elementary PTO

990 • Fiscal year 2017 • EIN 33-0530575

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

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

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

2.0%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$98,539

Up $10,905 (+12%) from 2016

Net Assets

Up

$96,828

Up $24,286 (+33%) from 2016

Liabilities

Down

$1,711

Down $13,381 (-89%) from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin84th percentile

Revenue

Up

$79,781

Up $1,557 (+2.0%) from 2016

Expenses

Down

$55,495

Down $14,361 (-21%) from 2016

Net Income

Up

$24,286

Up $15,918 (+190%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2017

Assets$98,539
Liabilities$1,711
Net Assets$96,828
Open 2017 Filing

Operations Trend

Revenue Growth52nd 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

2017

Revenue$79,781
Expenses$55,495
Net Income$24,286
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$145,129
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$52,539$63,950▲ $11,411
Savings and Temporary Cash Investments$33,572$33,589▲ $17
Prepaid Expenses and Deferred Charges$1,139$1,000▼ $139
Inventories for Sale or Use$384--
Total Assets$87,634$98,539▲ $10,905
Liabilities
Accounts Payable and Accrued Expenses$15,021$1,640▼ $13,381
Other Liabilities$71$71→ $0
Total Liabilities$15,092$1,711▼ $13,381
Net Assets / Fund Balance
Unrestricted Net Assets$72,542$96,828▲ $24,286
Total Net Assets Fund Balance$72,542$96,828▲ $24,286
Total Liabilities and Net Assets / Fund Balance$87,634$98,539▲ $10,905
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Courtney BlackwellCo President
Susan BloomgrenCo President
Kim BowmanExecutive Vice President
Kristen VigueFinacial Secretary
Jennifer KarrParlimentarian
Jillian MitchellRecording Secretary
Linda SmithTeacher Liasion
Lisa JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,205
Program Service Revenue
$0
Investment Income
$72
Other Revenue
$67,504
Change in Net Assets
$24,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,495
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$23,723$983-$24,706
Other Expenses$7,161--$7,161
Fees for Services Accounting-$530-$530
Office Expenses-$48-$48
Total Functional Expenses$53,934$1,561$0$55,495
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$132,852
Fundraising Direct Expenses$65,348
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Olympic Day$54,480$54,480$24,023$30,457
Gift Wrap$28,984$28,984$13,831$15,153
Total Events$132,852$132,852$65,348$67,504
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
2017-10-25
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 Appendix387 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/GrossReceiptsTotalAmt0132852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt028984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt049388
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0132852
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt067504
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt027494
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt065348
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024023
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013831
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt049388
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/TotalAssetsBOYAmt087634
IRS990/TotalAssetsEOYAmt098539
IRS990/TotalAssetsGrp/BOYAmt087634
IRS990/TotalAssetsGrp/EOYAmt098539
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012205
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01561
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt053934
IRS990/TotalFunctionalExpensesGrp/TotalAmt055495
IRS990/TotalGrossUBIAmt067504
IRS990/TotalLiabilitiesBOYAmt015092
IRS990/TotalLiabilitiesEOYAmt01711
IRS990/TotalLiabilitiesGrp/BOYAmt015092
IRS990/TotalLiabilitiesGrp/EOYAmt01711
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt072542
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt096828
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt05113
IRS990/TotalProgramServiceExpensesAmt053934
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079781
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt067504
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt087634
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt098539
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt072542
IRS990/UnrestrictedNetAssetsGrp/EOYAmt096828
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09498309945
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-25
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A10528F3557C2CE7D52FF13CD591F8AA8E633FE6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A10528F3557C2CE7D52FF13CD591F8AA8E633FE6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03343292017314eji3apu
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.90.130.156
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTm010:55:49
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/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL BUTLER EA
ReturnHeader/ReturnTs02017-11-10T10:54:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,539
Liabilities
$1,711
Net assets
$96,828
Revenue
$79,781
Expenses
$55,495
Net income
$24,286
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