Civic Intelligence

Lakewood Falls PTA

EIN 36-4190893 • 501(c)3 • Plainfield, IL

Profile

SEE BELOW

14050 S Budler RdPlainfield, IL 60544
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

59th percentile

2.7%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

37th percentile

-14%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$9,120

Up $2,205 (+32%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$9,120

Up $2,205 (+32%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin65th percentile

Revenue

Up

$19,623

Up $9,900 (+102%) from 2024

Expenses

Up

$17,418

Up $5,963 (+52%) from 2024

Net Income

Up

$2,205

Up $3,937 (+227%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10K$5.0K$0Assets 2023: $8,647Liabilities 2023: $0Net Assets 2023: $8,6472023Assets 2024: $6,915Liabilities 2024: $0Net Assets 2024: $6,9152024Assets 2025: $9,120Liabilities 2025: $0Net Assets 2025: $9,1202025

Highlighted filing

2025

Assets$9,120
Liabilities$0
Net Assets$9,120
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2023: $26,293Expenses 2023: $25,512Net Income 2023: $7812023Revenue 2024: $9,723Expenses 2024: $11,455Net Income 2024: -$1,7322024Revenue 2025: $19,623Expenses 2025: $17,418Net Income 2025: $2,2052025

Highlighted filing

2025

Revenue$19,623
Expenses$17,418
Net Income$2,205
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,120
Liabilities
$0
Net assets
$9,120
Revenue
$19,623
Expenses
$17,418
Net income
$2,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$19.6$17.4$2.21
2024Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$9.72$11.5$1.73
2023Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$26.3$25.5$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 14, 2025
Return Version
2024v5.2
Gross Receipts
$19,623
Mission and Program Overview

Mission

SEE BELOW

Program Services

DescriptionGrantsExpenses
TO PROVIDE EDUCATIONAL SUPPORT TO THE ELEMENTARY STUDENTS AT LAKEWOOD FALLS ELEMENTARY SCHOOL. WE PROVIDE SUPPLIES AND EQUIPMENT NOT IN THE BUDGET.-$17,418
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH HESPELLPresidentPT$0--
AMANDA MERKESVice PresidentPT$0--
LISA STEWARTTreasurerPT$0--
SARAH WELLSSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Lakewood Falls Pta
EIN
36-4190893
In Care Of
% ELIZABETH HESPELL
Phone
3173721471
Address
14050 S BUDLER RD, Plainfield, IL 60544

Signing Officer

Name
Elizabeth Hespell
Title
Officer
Phone
3173721471
Signed
2025-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Rudy Luevano Tax Accounting Svc
Address
16151 WEBER RD SUITE 204, Crest Hill, IL 60403
Preparer
Rudy Luevano
Phone
8155880200
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountevents and parties 9,399misc overhead 1,319school gifts and supplies 332teacher and staff related 4,932fundraiser exps 1,436”

Raw XML Appendix147 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/PersonNm0LISA STEWART
IRS990EZ/BooksInCareOfDetail/PhoneNum03173721471
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014050 S BUDLER RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plainfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060544
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06915
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09120
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02205
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06915
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09120
IRS990EZ/GrossReceiptsAmt019623
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0765
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06915
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09120
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06915
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH HESPELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA MERKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt017418
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE BELOW
IRS990EZ/ProgramServiceRevenueAmt018858
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE EDUCATIONAL SUPPORT TO THE ELEMENTARY STUDENTS AT LAKEWOOD FALLS ELEMENTARY SCHOOL. WE PROVIDE SUPPLIES AND EQUIPMENT NOT IN THE BUDGET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017418
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017418
IRS990EZ/TotalProgramServiceExpensesAmt017418
IRS990EZ/TotalRevenueAmt019623
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09668
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt026060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt054586
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt055639
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019623
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09723
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026293
IRS990ScheduleA/Total509Grp/TotalAmt055639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt026293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt055639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTEVENTS AND PARTIES 9,399MISC OVERHEAD 1,319SCHOOL GIFTS AND SUPPLIES 332TEACHER AND STAFF RELATED 4,932FUNDRAISER EXPS 1,436
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH HESPELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03173721471
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEWOOD FALLS PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0364190893
ReturnHeader/Filer/InCareOfNm0% ELIZABETH HESPELL
ReturnHeader/Filer/PhoneNum03173721471
ReturnHeader/Filer/USAddress/AddressLine1Txt014050 S BUDLER RD
ReturnHeader/Filer/USAddress/CityNm0Plainfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060544
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363608792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUDY LUEVANO TAX ACCOUNTING SVC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016151 WEBER RD SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Crest Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060403
ReturnHeader/PreparerPersonGrp/PhoneNum08155880200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUDY LUEVANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-15T12:17:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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