Civic Intelligence

Ingrid B Lacy Middle School PTO

990EZ • Fiscal year 2013 • EIN 42-1705188

Sep 01, 2012 to Aug 31, 2013 • Filed on Jul 15, 2014

1427 Palmetto Ave94044
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$50,995

Up $14,576 (+40%) from 2012

Net Assets

Up

$50,995

Up $14,576 (+40%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$82,081

Up $17,679 (+27%) from 2012

Expenses

Up

$67,505

Up $17,519 (+35%) from 2012

Net Income

Up

$14,576

Up $160 (+1.1%) from 2012

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$50,995
Liabilities-
Net Assets$50,995

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$82,081
Expenses$67,505
Net Income$14,576
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jul 15, 2014
Return Version
2012v2.3
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.

Filing and Contact Details

Filer

EIN
42-1705188
Raw XML Appendix168 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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CompensationExplanation/Compensation/PersonName2SUSAN DEPRIEST
CompensationExplanation/Compensation/PersonName3HEATHER CAMPAGNA
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IRS990EZ/EngagedInExcessBenefitTrans0false
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IRS990EZ/ExcessOrDeficitForYear014576
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IRS990EZ/FundraisingGrossIncome043036
IRS990EZ/GrossReceipts099358
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3HEATHER CAMPAGNA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal067505
IRS990EZ/OtherRevenueTotal0612
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE 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.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0IBL 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/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1IBL 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/ProgramServiceAccomplishment/ProgramServiceExpenses062389
IRS990EZ/ProgramServiceRevenue042260
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses017277
IRS990EZ/SpecialEventsNetIncomeLoss025759
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101427 PALMETTO AVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0PACIFICA
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode094044
IRS990EZ/TheBooksAreInCareOf/NamePerson0HEATHER CAMPAGNA
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06507386665
IRS990EZ/TotalAssets/BOY036419
IRS990EZ/TotalAssets/EOY050995
IRS990EZ/TotalExpenses067505
IRS990EZ/TotalProgramServiceExpenses062389
IRS990EZ/TotalRevenue082081
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear013450
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year023366
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years018218
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years020131
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years010672
IRS990ScheduleA/GiftsGrantsContribReceived509/Total085837
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear017550
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year017550
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years032524
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years033654
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years041670
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0142948
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage01.00000
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090228785
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear031000
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year040916
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years050742
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years053785
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years052342
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years053785
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years052342
IRS990ScheduleA/TotalSupportTotal/Total0228785
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents017277
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1012076
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IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents020875
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal043036
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IRS990ScheduleG/EventsInformation/NameOfEvent10CHOCOLATE FEST
IRS990ScheduleG/EventsInformation/NameOfEvent20RAFFLE
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IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents03
IRS990ScheduleO/GeneralExplanation/Explanation0ELNA FLYNN TICKETS 612 TOTAL 612
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES 6TH GRADE ACTIVITIES 466 7TH GRADE ACTIVITIES 750 8TH GRADE ACTIVITIES 2,605 BAND 1,227 CHALLENGE DAY 6,494 CREDIT CARD TRANS FEES 730 EDUCATIONAL SUPPORT 180 LIBRARY 2,106 SCHOOL TECHNOLOGY 2,000 SPIRITWEAR 1,374 STUDENT PLANNERS 1,842 STUDENT PROG (LEADERSHIP) 452 TEACHER STIPENDS 5,475 TECH MAINT & ENHANCEMT 3,418 PY GREEK FEST RIBBONS 113 AVID 396 BOLD 1,540 FIELD TRIPS 8,232 LEADERSHIP 384 LIBRARY SCHOLASTIC ACCT 3,171 PE 8,681 READING PROGRAM 684 YEARBOOK 6,830 2013/14 EXPENSES 2,279 RETURNED CHECKS 450 ELNA FLYNN TICKETS 1,934 FRONT OFFICE SUPPLIES 870 PTO GIFTS/DONATIONS 500 HOSPITALITY 43 PTO INSURANCE 230 PTO OPERATING 584 STAFF APPRECIATION 505 OUTSTANDING CHECKS 960 TOTAL 67,505
IRS990ScheduleO/GeneralExplanation/Explanation2THE 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.
IRS990ScheduleO/GeneralExplanation/Explanation3IBL 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/GeneralExplanation/Explanation4IBL 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/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier3FIRST ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/Identifier4ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0421705188
ReturnHeader/Filer/Name/BusinessNameLine10INGRID B LACY MIDDLE SCHOOL PTO
ReturnHeader/Filer/NameControl0INGR
ReturnHeader/Filer/USAddress/AddressLine101427 PALMETTO AVE
ReturnHeader/Filer/USAddress/City0PACIFICA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094044
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02014-07-15
ReturnHeader/Officer/Name0HEATHER CAMPAGNA
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-07-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JOLANE LUHRS CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10450 DONDEE ST STE 10
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PACIFICA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0940443267
ReturnHeader/Preparer/Name0JOLANE LUHRS
ReturnHeader/Preparer/Phone06503554000
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-09-01
ReturnHeader/TaxPeriodEndDate02013-08-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-07-15T14:25:08-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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