Civic Intelligence

Lake Middle School Ptsa

990EZ • Fiscal year 2018 • EIN 41-1814053

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 26, 2018

Organization ProfileWWW.LAKEPTA.ORG
3133 Pioneer DriveWoodbury, MN 55125

(651) 425-6400

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$17,518

No earlier filing loaded for comparison.

Net Assets

$17,518

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

$30,576

No earlier filing loaded for comparison.

Expenses

$26,652

No earlier filing loaded for comparison.

Net Income

$3,924

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2018: $17,518Net Assets 2018: $17,5182018

Highlighted filing

2018

Assets$17,518
Liabilities-
Net Assets$17,518
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0Revenue 2018: $30,576Expenses 2018: $26,652Net Income 2018: $3,9242018

Highlighted filing

2018

Revenue$30,576
Expenses$26,652
Net Income$3,924
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 26, 2018
Return Version
2017v2.3
Gross Receipts
$56,696
Mission and Program Overview

Mission

Educational support for the students and staff of lake middle school

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR VARIOUS SCHOOL DEPARTMENTS FOR ITEMS USED TO FURTHER THE STUDENTS EDUCATION LEARNING - APPROXIMATELY 1,380 STUDENTS AFFECTED.-$15,698
PROVIDE FUNDS FOR VARIOUS SCHOOL AND COMMUNITY EVENTS-$5,755
PROVIDE FUNDS FOR STAFF APPRECIATION, APPROXIMATELY 110 STAFF AFFECTED-$3,600
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAY WYTASKETreasurer-$0--
ANN VANCEPresident-$0--
JILL HILPISCHVice-Preside-$0--
MARTHA EARLEYTreasurer-$0--
ANDREA MCCANNSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Product Sales/f$28,053$28,053$17,117$10,936
Social Events$13,132$13,132$3,139$9,993
Total Events$47,140$47,140$26,120$21,020
Filing and Contact Details

Filer

Filer Name
Lake Middle School Pta
EIN
41-1814053
Phone
6514256400
Address
3133 PIONEER DRIVE, WOODBURY, MN 55125

Signing Officer

Name
Kay Wytaske
Title
Treasurer
Phone
6514256400
Signed
2018-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Stenseth Samuelson & Boese Ltd
Address
563 BIELENBERG DR STE 205, WOODBURY, MN 55125-4427
Preparer
Laurel M Boese CPA
Phone
6517391000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 570 insurance 475 grade level funds 2,016 enrichment funds 3,811 scholarships 250 technology 9,621 advocacy/health/safety 755 8th grade recognition 3,000 6th grade orientation 2,000 staff appreciation 2,127 staff recognition 1,473 total 26,098”

Raw XML Appendix181 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDS FOR VARIOUS SCHOOL DEPARTMENTS FOR ITEMS USED TO FURTHER THE STUDENTS EDUCATION LEARNING - APPROXIMATELY 1,380 STUDENTS AFFECTED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FUNDS FOR VARIOUS SCHOOL AND COMMUNITY EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE FUNDS FOR STAFF APPRECIATION, APPROXIMATELY 110 STAFF AFFECTED
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23600
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 570 INSURANCE 475 GRADE LEVEL FUNDS 2,016 ENRICHMENT FUNDS 3,811 SCHOLARSHIPS 250 TECHNOLOGY 9,621 ADVOCACY/HEALTH/SAFETY 755 8TH GRADE RECOGNITION 3,000 6TH GRADE ORIENTATION 2,000 STAFF APPRECIATION 2,127 STAFF RECOGNITION 1,473 TOTAL 26,098
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06514256400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0411814053
ReturnHeader/Filer/PhoneNum06514256400
ReturnHeader/Filer/USAddress/AddressLine1Txt03133 PIONEER DRIVE
ReturnHeader/Filer/USAddress/CityNm0WOODBURY
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ReturnHeader/Filer/USAddress/ZIPCd055125
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ReturnHeader/FilingSecurityInformation/IPTm013:15:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411855292
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0563 BIELENBERG DR STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0551254427
ReturnHeader/PreparerPersonGrp/PhoneNum06517391000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREL M BOESE CPA
ReturnHeader/ReturnTs02018-10-03T13:15:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,518
Liabilities
-
Net assets
$17,518
Revenue
$30,576
Expenses
$26,652
Net income
$3,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$17.5$17.5$30.6$26.7$3.92