Civic Intelligence

Lakeview Community PTA

EIN 39-2007748 • 501(c)3 • Whitewater, WI

Profile

PTA's mission is to make every childs potential a reality by engaging and empowering families and communities to advocate for all children.

W8363 R W Townline RoadWhitewater, WI 53190

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

13th percentile

-57%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

24th percentile

-35%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

18th percentile

-52%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,428

Down $5,131 (-35%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$9,428

Down $5,131 (-35%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$9,056

Down $9,627 (-52%) from 2024

Expenses

Down

$14,187

Down $9,112 (-39%) from 2024

Net Income

Down

-$5,131

Down $515 (-11%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$30K$20K$10K$0Assets 2012: $3,214Liabilities 2012: $02012Assets 2014: $11,727Liabilities 2014: $02014Assets 2015: $14,550Liabilities 2015: $02015Assets 2016: $9,245Liabilities 2016: $02016Assets 2017: $14,641Liabilities 2017: $02017Assets 2018: $27,481Liabilities 2018: $02018Assets 2019: $27,544Liabilities 2019: $02019Assets 2020: $20,488Liabilities 2020: $02020Assets 2021: $9,294Liabilities 2021: $0Net Assets 2021: $9,2942021Assets 2022: $18,419Liabilities 2022: $0Net Assets 2022: $18,4192022Assets 2023: $19,175Liabilities 2023: $0Net Assets 2023: $19,1752023Assets 2024: $14,559Liabilities 2024: $0Net Assets 2024: $14,5592024Assets 2025: $9,428Net Assets 2025: $9,4282025

Highlighted filing

2025

Assets$9,428
Liabilities-
Net Assets$9,428
Open 2025 Filing

Operations Trend

Revenue Growth18th percentile

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

$40K$20K$0-$20KRevenue 2012: $12,750Expenses 2012: $16,367Net Income 2012: -$3,6172012Revenue 2014: $16,616Expenses 2014: $8,649Net Income 2014: $7,9672014Revenue 2015: $14,836Expenses 2015: $17,987Net Income 2015: -$3,1512015Revenue 2016: $29,158Expenses 2016: $28,689Net Income 2016: $4692016Revenue 2017: $19,520Expenses 2017: $14,124Net Income 2017: $5,3962017Revenue 2018: $26,187Expenses 2018: $13,923Net Income 2018: $12,2642018Revenue 2019: $20,953Expenses 2019: $22,335Net Income 2019: -$1,3822019Revenue 2020: $16,708Expenses 2020: $23,764Net Income 2020: -$7,0562020Revenue 2021: $12,017Expenses 2021: $23,212Net Income 2021: -$11,1952021Revenue 2022: $23,592Expenses 2022: $14,467Net Income 2022: $9,1252022Revenue 2023: $25,306Expenses 2023: $24,550Net Income 2023: $7562023Revenue 2024: $18,683Expenses 2024: $23,299Net Income 2024: -$4,6162024Revenue 2025: $9,056Expenses 2025: $14,187Net Income 2025: -$5,1312025

Highlighted filing

2025

Revenue$9,056
Expenses$14,187
Net Income-$5,131
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$9,428
Liabilities
-
Net assets
$9,428
Revenue
$9,056
Expenses
$14,187
Net income
-$5,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.43$9.43$9.06$14.2$5.13
2024Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$18.7$23.3$4.62
2023Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$25.3$24.6$0.76
2022Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$23.6$14.5$9.13
2021Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$12.0$23.2$11.2
2020Summary only. Only limited summary data is available for this year.$20.5$0.00$16.7$23.8$7.06
2019Summary only. Only limited summary data is available for this year.$27.5$0.00$21.0$22.3$1.38
2018Summary only. Only limited summary data is available for this year.$27.5$0.00$26.2$13.9$12.3
2017Summary only. Only limited summary data is available for this year.$14.6$0.00$19.5$14.1$5.40
2016Summary only. Only limited summary data is available for this year.$9.25$0.00$29.2$28.7$0.47
2015Summary only. Only limited summary data is available for this year.$14.6$0.00$14.8$18.0$3.15
2014Summary only. Only limited summary data is available for this year.$11.7$0.00$16.6$8.65$7.97
2012Summary only. Only limited summary data is available for this year.$3.21$0.00$12.8$16.4$3.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 19, 2025
Return Version
2024v5.2
Gross Receipts
$12,337
Mission and Program Overview

Mission

PTA's mission is to make every childs potential a reality by engaging and empowering families and communities to advocate for all children.

Program Services

DescriptionGrantsExpenses
DONATIONS MADE TO COMMUNITY BASED PROGRAMS-$500
EDUCATIONAL SCHOOL BASED PROGRAM & ACTIVITY EXPENSES--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNA MAASVice PresidentPT$0--
JESS DE PORTERPresidentPT$0--
SARA BRAUTIGAMSecretaryPT$0--
ADAM BRETLTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Lakeview Community Pta
EIN
39-2007748
Phone
2624728400
Address
W8363 R W TOWNLINE ROAD, WHITEWATER, WI 53190

Signing Officer

Name
Jess De Porter
Title
President
Signed
2025-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Leif E Knudsen CPA SC
Address
884 S Janesville St Unit B, Whitewater, WI 53190
Preparer
Leif E Knudsen
Phone
2624729157
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Feild trip expenses $6500”

Other Expenses.2

“BOOKS/SUPPLIES $6414”

Other Expenses.3

“SCHOLARSHIP/GRANTS $1000”

Other Expenses.4

“MEALS $219”

Other Expenses.5

“LICENSES & PERMITS $54”

Raw XML Appendix157 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JESS DE PORTER
IRS990EZ/BooksInCareOfDetail/PhoneNum02624728400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W8363 R W TOWNLINE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITEWATER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053190
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014559
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09428
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0734
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5131
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014559
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09428
IRS990EZ/FundraisingGrossIncomeAmt011603
IRS990EZ/GrossReceiptsAmt012337
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014559
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09428
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014559
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09428
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNA MAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESS DE PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA BRAUTIGAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADAM BRETL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014187
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA's mission is to make every childs potential a reality by engaging and empowering families and communities to advocate for all children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS MADE TO COMMUNITY BASED PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATIONAL SCHOOL BASED PROGRAM & ACTIVITY EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03281
IRS990EZ/SpecialEventsNetIncomeLossAmt08322
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014187
IRS990EZ/TotalProgramServiceExpensesAmt0500
IRS990EZ/TotalRevenueAmt09056
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012336
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014496
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt092966
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0628
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0178
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09366
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0102332
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012964
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018683
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014784
IRS990ScheduleA/Total509Grp/TotalAmt0102332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018683
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014784
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0102332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FEILD TRIP EXPENSES $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOKS/SUPPLIES $6414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIP/GRANTS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEALS $219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSES & PERMITS $54
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESS DE PORTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW COMMUNITY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0392007748
ReturnHeader/Filer/PhoneNum02624728400
ReturnHeader/Filer/USAddress/AddressLine1Txt0W8363 R W TOWNLINE ROAD
ReturnHeader/Filer/USAddress/CityNm0WHITEWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053190
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274633481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leif E Knudsen CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0884 S Janesville St Unit B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whitewater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053190
ReturnHeader/PreparerPersonGrp/PhoneNum02624729157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEIF E KNUDSEN
ReturnHeader/ReturnTs02025-09-19T07:22:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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