Civic Intelligence

Lakeview Elementary PTO

990EZ • Fiscal year 2021 • EIN 34-1823078

Aug 01, 2020 to Jul 31, 2021 • Filed on Aug 30, 2023

Organization Profile
640 Wakefield DrCortland, OH 44410

(614) 747-6318

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

26th percentile

-8.2%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$1,101

No earlier filing loaded for comparison.

Net Assets

$1,101

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

$47,731

No earlier filing loaded for comparison.

Expenses

$51,630

No earlier filing loaded for comparison.

Net Income

-$3,899

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2021: $1,101Net Assets 2021: $1,1012021Assets 2022: $16,614Net Assets 2022: $16,6142022Assets 2023: $17,924Net Assets 2023: $17,9242023Assets 2024: $20,566Net Assets 2024: $20,5662024Assets 2025: $34,614Net Assets 2025: $34,6142025

Highlighted filing

2021

Assets$1,101
Liabilities-
Net Assets$1,101
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2021: $47,731Expenses 2021: $51,630Net Income 2021: -$3,8992021Revenue 2022: $129,809Expenses 2022: $133,578Net Income 2022: -$3,7692022Revenue 2023: $137,127Expenses 2023: $135,817Net Income 2023: $1,3102023Revenue 2024: $132,459Expenses 2024: $128,718Net Income 2024: $3,7412024Revenue 2025: $115,945Expenses 2025: $109,726Net Income 2025: $6,2192025

Highlighted filing

2021

Revenue$47,731
Expenses$51,630
Net Income-$3,899
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Aug 30, 2023
Return Version
2020v4.0
Gross Receipts
$47,731
Mission and Program Overview

Mission

Support lakeview school parents

Program Services

DescriptionGrantsExpenses
COORDINATE THE SCHOOL PARTIES, PARENT TEACHER GATHERING-$51,630
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY NEWTONPresidentPT$0--
KRISTY JOHNSONCo VPPT$0--
MELISSA MAKICo VPPT$0--
MELISSA LASHERTreasurerPT$0--
AMY MARSCOCo SecretaryPT$0--
MESA BUSHCo SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary Pto
EIN
34-1823078
Address
640 WAKEFIELD DR, CORTLAND, OH 44410

Signing Officer

Name
Amy Newton
Title
330-979-2256
Signed
2023-08-30
Discuss with paid preparer
Yes

Preparer

Firm
American Asset Management Corp
Address
5031 State Route 305, Fowler, OH 44418
Preparer
Andrew Smith
Phone
3309790595
Supplemental Narrative

Additional Explanations

990EZ Pg 2 Other Exepenses

“Other expenses include event expenses, fees, food, fundraising costs, office supplies, clothing and misc”

Raw XML Appendix113 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/PersonNm0HOLLY KAHN
IRS990EZ/BooksInCareOfDetail/PhoneNum06147476318
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02324 BIANCA LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044410
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05000
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01101
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3899
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05000
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01101
IRS990EZ/GrossReceiptsAmt047731
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01101
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01101
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY NEWTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA MAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA LASHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY MARSCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MESA BUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051630
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT LAKEVIEW SCHOOL PARENTS
IRS990EZ/ProgramServiceRevenueAmt047731
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COORDINATE THE SCHOOL PARTIES, PARENT TEACHER GATHERING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051630
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051630
IRS990EZ/TotalProgramServiceExpensesAmt051630
IRS990EZ/TotalRevenueAmt047731
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt047731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047731
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt047731
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047731
IRS990ScheduleA/Total509Grp/TotalAmt047731
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047731
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER EXPENSES INCLUDE EVENT EXPENSES, FEES, FOOD, FUNDRAISING COSTS, OFFICE SUPPLIES, CLOTHING AND MISC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990EZ PG 2 OTHER EXEPENSES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY NEWTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0330-979-2256
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0341823078
ReturnHeader/Filer/USAddress/AddressLine1Txt0640 WAKEFIELD DR
ReturnHeader/Filer/USAddress/CityNm0CORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044410
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341836760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0American Asset Management Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05031 State Route 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fowler
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044418
ReturnHeader/PreparerPersonGrp/PhoneNum03309790595
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW SMITH
ReturnHeader/ReturnTs02023-09-01T09:25:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEWTON
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,101
Liabilities
-
Net assets
$1,101
Revenue
$47,731
Expenses
$51,630
Net income
-$3,899
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.16$1.10$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.21$1.32$1.29$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.18$1.37$1.36$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.17$1.30$1.34$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.48$0.52$0.04