Civic Intelligence

Ingrid B Lacy Middle School PTO

EIN 42-1705188 • 501(c)3 • Pacifica, CA

Profile

The mission of the ingrid b lacy parent teacher organization (pto) is to create an active, cohesive community of families, faculty and staff at ingrid b lacy middle school. This community will work to achieve the vision and goals developed for ibl middle school with the support of enrichment and recognition programs. Ibl pto supports the programs of ingrid b lacy middle school, which include: 6th, 7th & 8th grade activities, bold, technology, leadership, library, student clubs, teacher appreciation, student planners, classroom mini grants, field trips and recognitions.

1427 Palmetto AvePacifica, CA 94044

ingridblacypto.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

41st percentile

-1.6%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

49th percentile

-2.2%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

3.1%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$84,918

Up $33,068 (+64%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$84,918

Up $33,068 (+64%) from 2023

Revenue

Up

$101,668

Up $28,950 (+40%) from 2023

Expenses

Down

$71,100

Down $2,768 (-3.7%) from 2023

Net Income

Up

$30,568

Up $31,718 (+2758%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $44,379Net Assets 2010: $44,3792010Assets 2011: $22,003Net Assets 2011: $22,0032011Assets 2012: $36,419Net Assets 2012: $36,4192012Assets 2013: $50,995Net Assets 2013: $50,9952013Assets 2014: $58,414Net Assets 2014: $58,4142014Assets 2015: $55,679Liabilities 2015: $02015Assets 2016: $43,512Net Assets 2016: $43,5122016Assets 2017: $44,243Net Assets 2017: $44,2432017Assets 2018: $34,408Net Assets 2018: $34,4082018Assets 2019: $38,789Net Assets 2019: $38,7892019Assets 2020: $42,092Net Assets 2020: $42,0922020Assets 2021: $49,205Net Assets 2021: $49,2052021Assets 2022: $53,000Net Assets 2022: $53,0002022Assets 2023: $51,850Net Assets 2023: $51,8502023Assets 2024: $84,918Net Assets 2024: $84,9182024

Highlighted filing

2024

Assets$84,918
Liabilities-
Net Assets$84,918

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $45,446Expenses 2010: $52,680Net Income 2010: -$7,2342010Revenue 2011: $34,863Expenses 2011: $57,239Net Income 2011: -$22,3762011Revenue 2012: $64,402Expenses 2012: $49,986Net Income 2012: $14,4162012Revenue 2013: $82,081Expenses 2013: $67,505Net Income 2013: $14,5762013Revenue 2014: $85,278Expenses 2014: $77,859Net Income 2014: $7,4192014Revenue 2015: $82,833Expenses 2015: $85,568Net Income 2015: -$2,7352015Revenue 2016: $96,009Expenses 2016: $108,176Net Income 2016: -$12,1672016Revenue 2017: $107,794Expenses 2017: $107,063Net Income 2017: $7312017Revenue 2018: $71,368Expenses 2018: $81,203Net Income 2018: -$9,8352018Revenue 2019: $91,061Expenses 2019: $86,280Net Income 2019: $4,7812019Revenue 2020: $50,901Expenses 2020: $38,723Net Income 2020: $12,1782020Revenue 2021: $33,941Expenses 2021: $26,828Net Income 2021: $7,1132021Revenue 2022: $70,532Expenses 2022: $66,737Net Income 2022: $3,7952022Revenue 2023: $72,718Expenses 2023: $73,868Net Income 2023: -$1,1502023Revenue 2024: $101,668Expenses 2024: $71,100Net Income 2024: $30,5682024

Highlighted filing

2024

Revenue$101,668
Expenses$71,100
Net Income$30,568

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.02$0.71$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.73$0.74$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.71$0.67$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.34$0.27$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.51$0.39$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.91$0.86$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.71$0.81$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.08$1.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.96$1.08$0.12
2015Summary only. Only limited summary data is available for this year.$0.56$0.00$0.83$0.86$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.85$0.78$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.51$0.82$0.68$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$0.64$0.50$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.35$0.57$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.45$0.53$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jan 17, 2025
Return Version
2023v6.0
Gross Receipts
$104,981
Mission and Program Overview

Mission

The mission of the ingrid b lacy parent teacher organization (pto) is to create an active, cohesive community of families, faculty and staff at ingrid b lacy middle school. This community will work to achieve the vision and goals developed for ibl middle school with the support of enrichment and recognition programs. Ibl pto supports the programs of ingrid b lacy middle school, which include: 6th, 7th & 8th grade activities, bold, technology, leadership, library, student clubs, teacher appreciation, student planners, classroom mini grants, field trips and recognitions.

Program Services

DescriptionGrantsExpenses
OTHER PROGRAMS INCLUDE: LIBRARY BOOKS, PE UNIFORMS, BOLD PROGRAM, BAND, CAREER NIGHT, GREEK FEST, LEADERSHIP, STUDENT PLANNERS, AND YEARBOOK.-$31,592
FIELD TRIPS & GRADE LEVEL ACTIVITIES-$21,145
CHALLENGE DAY - OUR DAY-LONG CHALLENGE DAY IS AN EXPERIENTIAL SOCIAL AND EMOTIONAL LEARNING PROGRAM THAT OFFERS STUDENTS AN OPPORTUNITY TO IGNITE A SHIFT TOWARD GREATER SCHOOL CONNECTEDNESS, EMPATHY, AND INCLUSIVITY.-$11,000
TEACHER STIPENDS - FUNDS PROVIDED DIRECTLY TO TEACHERS FOR SPECIFIC CLASSROOM SUPPLIES.-$5,240
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA JACKSONPresidentPT$0--
KAREN STEVENSONVice Preside-$0--
HEIDI PEREIRACo-TreasurerPT$0--
IDALIA GUERREROCo-TreasurerPT$0--
KRISTEN KELLYSecretary-$0--
JULIE COTTERFundraising-$0--
LISA MCNICHOLFundraising-$0--
GARRICK MEEKERBoard Member-$0--
JENNY GADWAHBoard Member-$0--
DENISE ALLOWAYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Ingrid B Lacy Middle School Pto
EIN
42-1705188
Address
1427 PALMETTO AVE, PACIFICA, CA 94044

Signing Officer

Name
Heidi Pereira
Title
Co-treasurer
Signed
2025-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Jolane Luhrs CPA
Address
450 DONDEE ST STE 10, PACIFICA, CA 94044-3267
Preparer
Jolane Luhrs
Phone
6503554000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 255 6th grade activities 3,752 8th grade activities 14,153 beautification 236 challenge day 11,000 elna flynn awards 176 filing fees 50 front office supplies 4,610 graduation 3,240 library 1,514 pe uniforms & equipment 5,569 pto operating 418 spiritwear 4,530 staff appreciation 816 student incent / comm bld 500 student planners 1,642 teacher stipends 5,240 yearbook 12,070 junior olympics 105 general fund 724 total 70,600

Form 990-ez, Part I, Line 20

Prior period bank adj (increase) 2,500

Form 990-ez, Part III

The mission of the ingrid b lacy parent teacher organization (pto) is to create an active, cohesive community of families, faculty and staff at ingrid b lacy middle school. This community will work to achieve the vision and goals developed for ibl middle school with the support of enrichment and recognition programs. Ibl pto supports the programs of ingrid b lacy middle school, which include: 6th, 7th & 8th grade activities, bold, technology, leadership, library, student clubs, teacher appreciation, student planners, classroom mini grants, field trips and recognitions.

Form 990-ez, Part III, Line 31

Other programs include: library books, pe uniforms, bold program, band, career night, greek fest, leadership, student planners, and yearbook.

Raw XML Appendix176 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/PrimaryExemptPurposeTxt0THE MISSION OF THE INGRID B LACY PARENT TEACHER ORGANIZATION (PTO) IS TO CREATE AN ACTIVE, COHESIVE COMMUNITY OF FAMILIES, FACULTY AND STAFF AT INGRID B LACY MIDDLE SCHOOL. THIS COMMUNITY WILL WORK TO ACHIEVE THE VISION AND GOALS DEVELOPED FOR IBL MIDDLE SCHOOL WITH THE SUPPORT OF ENRICHMENT AND RECOGNITION PROGRAMS. IBL PTO SUPPORTS THE PROGRAMS OF INGRID B LACY MIDDLE SCHOOL, WHICH INCLUDE: 6TH, 7TH & 8TH GRADE ACTIVITIES, BOLD, TECHNOLOGY, LEADERSHIP, LIBRARY, STUDENT CLUBS, TEACHER APPRECIATION, STUDENT PLANNERS, CLASSROOM MINI GRANTS, FIELD TRIPS AND RECOGNITIONS.
IRS990EZ/ProgramServiceRevenueAmt031675
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHALLENGE DAY - OUR DAY-LONG CHALLENGE DAY IS AN EXPERIENTIAL SOCIAL AND EMOTIONAL LEARNING PROGRAM THAT OFFERS STUDENTS AN OPPORTUNITY TO IGNITE A SHIFT TOWARD GREATER SCHOOL CONNECTEDNESS, EMPATHY, AND INCLUSIVITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FIELD TRIPS & GRADE LEVEL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER STIPENDS - FUNDS PROVIDED DIRECTLY TO TEACHERS FOR SPECIFIC CLASSROOM SUPPLIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 255 6TH GRADE ACTIVITIES 3,752 8TH GRADE ACTIVITIES 14,153 BEAUTIFICATION 236 CHALLENGE DAY 11,000 ELNA FLYNN AWARDS 176 FILING FEES 50 FRONT OFFICE SUPPLIES 4,610 GRADUATION 3,240 LIBRARY 1,514 PE UNIFORMS & EQUIPMENT 5,569 PTO OPERATING 418 SPIRITWEAR 4,530 STAFF APPRECIATION 816 STUDENT INCENT / COMM BLD 500 STUDENT PLANNERS 1,642 TEACHER STIPENDS 5,240 YEARBOOK 12,070 JUNIOR OLYMPICS 105 GENERAL FUND 724 TOTAL 70,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD BANK ADJ (INCREASE) 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MISSION OF THE INGRID B LACY PARENT TEACHER ORGANIZATION (PTO) IS TO CREATE AN ACTIVE, COHESIVE COMMUNITY OF FAMILIES, FACULTY AND STAFF AT INGRID B LACY MIDDLE SCHOOL. THIS COMMUNITY WILL WORK TO ACHIEVE THE VISION AND GOALS DEVELOPED FOR IBL MIDDLE SCHOOL WITH THE SUPPORT OF ENRICHMENT AND RECOGNITION PROGRAMS. IBL PTO SUPPORTS THE PROGRAMS OF INGRID B LACY MIDDLE SCHOOL, WHICH INCLUDE: 6TH, 7TH & 8TH GRADE ACTIVITIES, BOLD, TECHNOLOGY, LEADERSHIP, LIBRARY, STUDENT CLUBS, TEACHER APPRECIATION, STUDENT PLANNERS, CLASSROOM MINI GRANTS, FIELD TRIPS AND RECOGNITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER PROGRAMS INCLUDE: LIBRARY BOOKS, PE UNIFORMS, BOLD PROGRAM, BAND, CAREER NIGHT, GREEK FEST, LEADERSHIP, STUDENT PLANNERS, AND YEARBOOK.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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