Civic Intelligence

Lake Middle School Ptsa

EIN 41-1814053 • 501(c)3 • Woodbury, MN

990-N Coverage

Profile

Educational support for the students and staff of lake middle school

3133 Pioneer DriveWoodbury, MN 55125

www.lakepta.org

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

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

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 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.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$17,518

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin67th 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.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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 by year, with the latest 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

Filings

Most recent 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
Latest Filing Detail
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 Pay81st 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KAY WYTASKE
IRS990EZ/BooksInCareOfDetail/PhoneNum06514256400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03133 PIONEER DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt03133 PIONEER DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOODBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013594
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017518
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09540
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03924
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0554
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013594
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017518
IRS990EZ/FundraisingGrossIncomeAmt047140
IRS990EZ/GrossReceiptsAmt056696
IRS990EZ/GroupExemptionNum00870
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013594
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017518
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013594
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017518
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAY WYTASKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANN VANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JILL HILPISCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARTHA EARLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREA MCCANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026098
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SUPPORT FOR THE STUDENTS AND STAFF OF LAKE MIDDLE SCHOOL
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015698
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15755
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026120
IRS990EZ/SpecialEventsNetIncomeLossAmt021020
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026652
IRS990EZ/TotalProgramServiceExpensesAmt025053
IRS990EZ/TotalRevenueAmt030576
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LAKEPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08766
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049286
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035673
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0202756
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt071
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0252042
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047951
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048404
IRS990ScheduleA/Total509Grp/TotalAmt0252042
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046619
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048417
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252113
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026120
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PRODUCT SALES/F
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SOCIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013132
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013132
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047140
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021020
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05864
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026120
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017117
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03139
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAY WYTASKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055125
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId045E859579D235099797C2829F05D4FE7DFFF4FF6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D66BD3CC8366E3365D854C2F224190509AC2AA47
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:15:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411855292
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STENSETH SAMUELSON & BOESE LTD
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.