Civic Intelligence

Lakeland Elementary PTO

990EZ • Fiscal year 2021 • EIN 38-3633109

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2021

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.

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

2nd percentile

-634%

Higher net margin than 2% 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

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-94%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$24,231

Down $7,423 (-23%) from 2020

Net Assets

Down

$24,231

Down $7,423 (-23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$1,170

Down $17,278 (-94%) from 2020

Expenses

Down

$8,593

Down $14,000 (-62%) from 2020

Net Income

Down

-$7,423

Down $3,278 (-79%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $45,547Net Assets 2010: $45,5472010Assets 2011: $50,044Net Assets 2011: $50,0442011Assets 2012: $44,978Net Assets 2012: $44,9782012Assets 2013: $41,902Liabilities 2013: $0Net Assets 2013: $41,9022013Assets 2014: $37,773Liabilities 2014: $0Net Assets 2014: $37,7732014Assets 2015: $24,065Liabilities 2015: $0Net Assets 2015: $24,0652015Assets 2016: $19,119Liabilities 2016: $0Net Assets 2016: $19,1192016Assets 2017: $27,162Liabilities 2017: $0Net Assets 2017: $27,1622017Assets 2018: $33,380Liabilities 2018: $0Net Assets 2018: $33,3802018Assets 2019: $35,799Liabilities 2019: $0Net Assets 2019: $35,7992019Assets 2020: $31,654Liabilities 2020: $0Net Assets 2020: $31,6542020Assets 2021: $24,231Liabilities 2021: $0Net Assets 2021: $24,2312021Assets 2022: $28,662Liabilities 2022: $0Net Assets 2022: $28,6622022Assets 2023: $33,117Liabilities 2023: $0Net Assets 2023: $33,1172023Assets 2024: $45,840Liabilities 2024: $02024

Highlighted filing

2021

Assets$24,231
Liabilities$0
Net Assets$24,231

Operations Trend

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

$40K$20K$0-$20KRevenue 2010: $30,778Expenses 2010: $32,764Net Income 2010: -$1,9862010Revenue 2011: $31,032Expenses 2011: $26,535Net Income 2011: $4,4972011Revenue 2012: $28,831Expenses 2012: $33,897Net Income 2012: -$5,0662012Revenue 2013: $29,387Expenses 2013: $32,463Net Income 2013: -$3,0762013Revenue 2014: $23,418Expenses 2014: $27,547Net Income 2014: -$4,1292014Revenue 2015: $25,938Expenses 2015: $39,646Net Income 2015: -$13,7082015Revenue 2016: $17,637Expenses 2016: $22,583Net Income 2016: -$4,9462016Revenue 2017: $22,242Expenses 2017: $14,199Net Income 2017: $8,0432017Revenue 2018: $22,646Expenses 2018: $16,428Net Income 2018: $6,2182018Revenue 2019: $14,101Expenses 2019: $11,682Net Income 2019: $2,4192019Revenue 2020: $18,448Expenses 2020: $22,593Net Income 2020: -$4,1452020Revenue 2021: $1,170Expenses 2021: $8,593Net Income 2021: -$7,4232021Revenue 2022: $23,920Expenses 2022: $19,489Net Income 2022: $4,4312022Revenue 2023: $27,024Expenses 2023: $22,569Net Income 2023: $4,4552023Revenue 2024: $37,409Expenses 2024: $24,686Net Income 2024: $12,7232024

Highlighted filing

2021

Revenue$1,170
Expenses$8,593
Net Income-$7,423
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$1,170
Mission and Program Overview

Mission

See Attached

Program Services

DescriptionGrantsExpenses
Technology Equipment and Other Equipment/Supplies for Lakeland Elementary School, Teachers and Staff.$0$7,506
Social Functions to promote community involvement ineducational activities.$0$231
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melinda SmithPresident-$0--
Katrina ChildsVice President-$0--
Jennifer SpringsteadSecretary-$0--
Renee O'KaneTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lakeland Elementary Parent Teacher Organization
EIN
38-3633109
Phone
2312648289
Address
c/o 616 Buckley, Elk Rapids, MI 49629

Signing Officer

Name
Renee O'Kane
Title
Officer
Phone
2312648289
Signed
2021-11-01

Preparer

Firm
Deborah A Steinbeck CPA PC
Address
402 Bridge Street PO BOX 519, ELK RAPIDS, MI 49629
Preparer
Deborah A Steinbeck CPA
Phone
2312640692
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

Rebate Income 47.

Form 990EZ, Part I, Line 16

Program Service Expenses 7506.

Form 990EZ, Part I, Line 16

Fees & Dues 20.

Form 990EZ, Part I, Line 16

Community Services 231.

Form 990EZ, Part I, Line 16

Special Projects 200.

Form 990EZ, Part I, Line 16

Other 336.

Raw XML Appendix175 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/BusinessName/BusinessNameLine1Txt0Lakeland Elementary
IRS990EZ/BooksInCareOfDetail/PhoneNum02312648289
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0616 Buckley
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Elk Rapids
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049629
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031654
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024231
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01088
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7423
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031654
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024231
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt01170
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031654
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024231
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031654
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024231
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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/PersonNm0Melinda Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Katrina Childs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Springstead
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Renee O'Kane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08293
IRS990EZ/OtherRevenueTotalAmt047
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Attached
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Technology Equipment and Other Equipment/Supplies for Lakeland Elementary School, Teachers and Staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Social Functions to promote community involvement ineducational activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07506
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1231
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08593
IRS990EZ/TotalProgramServiceExpensesAmt07737
IRS990EZ/TotalRevenueAmt01170
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0386000406
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07706
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Lakeland Elementary School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt07706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rebate Income 47.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses 7506.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fees & Dues 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Community Services 231.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Special Projects 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other 336.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Renee O'Kane
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02312648289
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakeland Elementary Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0383633109
ReturnHeader/Filer/PhoneNum02312648289
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o 616 Buckley
ReturnHeader/Filer/USAddress/CityNm0Elk Rapids
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deborah A Steinbeck CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0402 Bridge Street PO BOX 519
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELK RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049629
ReturnHeader/PreparerPersonGrp/PhoneNum02312640692
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deborah A Steinbeck CPA
ReturnHeader/ReturnTs02021-11-18T07:28:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Renee
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OKane
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2021Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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