Lakeland Elementary PTO

990EZ • Fiscal year 2014 • EIN 38-3633109

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 20, 2014

Organization Profile N/A

c/o 616 BuckleyElk Rapids, MI 49629

(231) 264-8289

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-18%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-9.9%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-20%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$37,773

Down $4,129 (-9.9%) from 2013

Net Assets

Down

$37,773

Down $4,129 (-9.9%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin17th percentile

Revenue

Down

$23,418

Down $5,969 (-20%) from 2013

Expenses

Down

$27,547

Down $4,916 (-15%) from 2013

Net Income

Down

-$4,129

Down $1,053 (-34%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

Highlighted filing

2014

Assets$37,773

Liabilities$0

Net Assets$37,773

Open 2014 Filing

Operations Trend

Revenue Growth22nd percentile

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

Highlighted filing

2014

Revenue$23,418

Expenses$27,547

Net Income-$4,129

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Aug 20, 2014
Return Version: 2013v3.1
Gross Receipts: $30,040

Mission and Program Overview

Mission

See Attached

Program Services

Description	Grants	Expenses
TECHNOLOGY EQUIPMENT AND OTHER EQUIPMENT/SUPPLIES FOR LAKELAND ELEMENTARY SCHOOL, TEACHERS AND STAFF.	-	$15,703
SOCIAL FUNCTIONS TO PROMOTE COMMUNITY INVOLVEMENT IN EDUCATIONAL ACTIVITIES.	-	$8,514

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MELINDA SCHAUB	President	-	$0	-	-
HOLLY SPENCER	Vice President	-	$0	-	-
MEGAN ZELL	Secretary	-	$0	-	-
STACY HUIZENGA	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$11,152	$11,152	$3,034	$8,118
Event 2	$6,789	$6,789	$1,310	$5,479
Total Events	$17,941	$17,941	$4,344	$13,597

Filing and Contact Details

Filer

EIN: 38-3633109
Phone: 2312648289

Signing Officer

Name: Stacy Huizenga
Title: Secretary
Phone: 2312648289
Signed: 2014-08-20

Preparer

Preparer: Deborah a Steinbeck CPA
Phone: 2312640692

Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Rebate income 6269. Miscellaneous 732.”

Form 990EZ, Part I, Line 16

“Program service expenses 24217. Fees 910. Miscellaneous 585. Other prior year expenses community services 798.”

Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	Lakeland Elementary
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2312648289
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	616 Buckley
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Elk Rapids
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	49629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	41902
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	37773
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	0
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-4129
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	200
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	41902
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	37773
IRS990EZ/FundraisingGrossIncomeAmt	0	20196
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	30040
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	97
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	2746
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	41902
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	37773
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	41902
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	37773
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	MELINDA SCHAUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	HOLLY SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MEGAN ZELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	STACY HUIZENGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Treasurer
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	26510
IRS990EZ/OtherRevenueTotalAmt	0	7001
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	See Attached
IRS990EZ/PrintingPublicationsPostageAmt	0	63
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TECHNOLOGY EQUIPMENT AND OTHER EQUIPMENT/SUPPLIES FOR LAKELAND ELEMENTARY SCHOOL, TEACHERS AND STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	SOCIAL FUNCTIONS TO PROMOTE COMMUNITY INVOLVEMENT IN EDUCATIONAL ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	15703
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	8514
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	6622
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	13574
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MI
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	27547
IRS990EZ/TotalProgramServiceExpensesAmt	0	24217
IRS990EZ/TotalRevenueAmt	0	23418
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeCYPct	0	0
IRS990ScheduleA/PublicSupportCY170Pct	0	0
IRS990ScheduleA/PublicSupportCY509Pct	0	0
IRS990ScheduleA/PublicSupportTotal170Amt	0	0
IRS990ScheduleA/PublicSupportTotal509Amt	0	0
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	386000406
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	24217
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	Lakeland Elementary School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	true
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3FuncIntInd	0	X
IRS990ScheduleA/SupportSumAmt	0	24217
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	4344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	11152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	6789
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	17941
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	11152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	6789
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	17941
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	Auction
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	Jog A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	13597
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	4344
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	3034
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	1310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	REBATE INCOME 6269. MISCELLANEOUS 732.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	PROGRAM SERVICE EXPENSES 24217. FEES 910. MISCELLANEOUS 585. OTHER PRIOR YEAR EXPENSES COMMUNITY SERVICES 798.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STACY HUIZENGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2312648289
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Lakeland Elementary Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt	0	LAKE
ReturnHeader/Filer/EIN	0	383633109
ReturnHeader/Filer/PhoneNum	0	2312648289
ReturnHeader/Filer/USAddress/AddressLine1	0	c/o 616 Buckley
ReturnHeader/Filer/USAddress/City	0	Elk Rapids
ReturnHeader/Filer/USAddress/State	0	MI
ReturnHeader/Filer/USAddress/ZIPCode	0	49629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Deborah A Steinbeck CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	PO BOX 519
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	ELK RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	49629
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2312640692
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DEBORAH A STEINBECK CPA
ReturnHeader/ReturnTs	0	2014-08-26T07:45:57-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $37,773
Liabilities: $0
Net assets: $37,773
Revenue: $23,418
Expenses: $27,547
Net income: -$4,129

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$45.8	$0.00		$37.4	$24.7	$12.7
2023Detailed filing. Detailed filing data is available for this year.	$33.1	$0.00	$33.1	$27.0	$22.6	$4.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$28.7	$0.00	$28.7	$23.9	$19.5	$4.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$24.2	$0.00	$24.2	$1.17	$8.59	$7.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$31.7	$0.00	$31.7	$18.4	$22.6	$4.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$35.8	$0.00	$35.8	$14.1	$11.7	$2.42
2018Detailed filing. Detailed filing data is available for this year.	$33.4	$0.00	$33.4	$22.6	$16.4	$6.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$27.2	$0.00	$27.2	$22.2	$14.2	$8.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$19.1	$0.00	$19.1	$17.6	$22.6	$4.95
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$24.1	$0.00	$24.1	$25.9	$39.6	$13.7
2014Detailed filing. Detailed filing data is available for this year.	$37.8	$0.00	$37.8	$23.4	$27.5	$4.13
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$41.9	$0.00	$41.9	$29.4	$32.5	$3.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$45.0		$45.0	$28.8	$33.9	$5.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$50.0		$50.0	$31.0	$26.5	$4.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$45.5		$45.5	$30.8	$32.8	$1.99