Civic Intelligence

Lakeview Elementary PTO

990EZ • Fiscal year 2024 • EIN 34-1823078

Aug 01, 2023 to Jul 31, 2024 • Filed on Aug 01, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

49th percentile

2.8%

Higher net margin than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

-3.4%

Faster revenue growth than 42% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$20,566

Up $2,642 (+15%) from 2023

Net Assets

Up

$20,566

Up $2,642 (+15%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$132,459

Down $4,668 (-3.4%) from 2023

Expenses

Down

$128,718

Down $7,099 (-5.2%) from 2023

Net Income

Up

$3,741

Up $2,431 (+186%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

2024

Assets$20,566
Liabilities-
Net Assets$20,566
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

2024

Revenue$132,459
Expenses$128,718
Net Income$3,741
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Aug 1, 2024
Return Version
2023v5.0
Gross Receipts
$132,459
Mission and Program Overview

Mission

Support lakeview school parents

Program Services

DescriptionGrantsExpenses
COORDINATE THE SCHOOL PARTIES, PARENT TEACHER GATHERING FUND RAISERS FOR SCHOOL TRIPS AND IMPROVEMENTS-$128,718
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON PEASECo PresidentPT$0--
ABBY BRAINARDCo PresidentPT$0--
MELISSA MAKIVice PresidentPT$0--
HOLLY KAHNTreasurerPT$0--
CHRISTINE MIKOVICHSecretaryPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Shannon Pease
Title
President
Phone
3309792256
Signed
2024-08-01
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

990 EZ Other Expenses

“Other expenses include supplies for pto events, food for events, apparel, gift cards for teachers, field trip expense”

Raw XML Appendix130 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/BOYAmt016825
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020566
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07525
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03741
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016825
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020566
IRS990EZ/GrossReceiptsAmt0132459
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016825
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020566
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016825
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020566
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON PEASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ABBY BRAINARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA MAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY KAHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRISTINE MIKOVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0128718
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT LAKEVIEW SCHOOL PARENTS
IRS990EZ/ProgramServiceRevenueAmt0124934
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COORDINATE THE SCHOOL PARTIES, PARENT TEACHER GATHERING FUND RAISERS FOR SCHOOL TRIPS AND IMPROVEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0128718
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0128718
IRS990EZ/TotalProgramServiceExpensesAmt0128718
IRS990EZ/TotalRevenueAmt0132459
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010157
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0124934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0135730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0128556
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0389220
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0399377
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0132459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0137117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0129801
IRS990ScheduleA/Total509Grp/TotalAmt0399377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0132459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0137117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0129809
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0399385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER EXPENSES INCLUDE SUPPLIES FOR PTO EVENTS, FOOD FOR EVENTS, APPAREL, GIFT CARDS FOR TEACHERS, FIELD TRIP EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ OTHER EXPENSES
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON PEASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03309792256
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-01
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW SMITH CPA
ReturnHeader/ReturnTs02024-09-02T12:10:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,566
Liabilities
-
Net assets
$20,566
Revenue
$132,459
Expenses
$128,718
Net income
$3,741
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