Civic Intelligence

Ingrid B Lacy Middle School PTO

990EZ • Fiscal year 2014 • EIN 42-1705188

Sep 01, 2013 to Aug 31, 2014 • Filed on Jun 26, 2015

1427 Palmetto Ave94044

(650) 738-6665

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

62nd percentile

8.7%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

54th percentile

3.9%

Faster revenue growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$58,414

Up $7,419 (+15%) from 2013

Net Assets

Up

$58,414

Up $7,419 (+15%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$85,278

Up $3,197 (+3.9%) from 2013

Expenses

Up

$77,859

Up $10,354 (+15%) from 2013

Net Income

Down

$7,419

Down $7,157 (-49%) from 2013

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

2014

Assets$58,414
Liabilities-
Net Assets$58,414

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

2014

Revenue$85,278
Expenses$77,859
Net Income$7,419
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jun 26, 2015
Return Version
2013v4.0
Gross Receipts
$103,148
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.

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.

Program Services

DescriptionGrantsExpenses
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.-$75,402
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.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE CAREWPresident-$0--
LAVERNE VILLALOBOSVice Preside-$0--
SUSAN DEPRIESTSecretary-$0--
HEATHER CAMPAGNATreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$10,525$10,525$6,338$4,187
Event 2$6,389$6,389$3,009$3,380
Total Events$29,322$29,322$16,651$12,671
Filing and Contact Details

Filer

EIN
42-1705188

Signing Officer

Name
Heather Campagna
Title
Treasurer
Signed
2015-06-26

Preparer

Preparer
Jolane Luhrs
Phone
6503554000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 6th grade activities 280 7th grade activities 750 8th grade activities 1,725 band 2,108 challenge day 4,485 credit card trans fees 569 educational support 1,300 library 2,156 school technology 6,617 spiritwear 2,005 student planners 1,916 student progams/activitie 409 teacher stipends 6,075 gate 87 interact club 410 bold 3,790 field trips 2,886 leadership 130 library scholastic acct 3,763 pe uniforms 13,298 pe equipment 2,237 yearbook 16,231 elna flynn tickets 49 front office supplies 960 pto gifts/donations 588 hospitality 44 pto insurance 230 pto operating 862 staff appreciation 534 returned checks 293 elna flynn 1,072 total 77,859

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.

Form 990-ez, Part III, Line 28

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

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.

Raw XML Appendix161 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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CompensationExplanation/CompensationExplanationGrp/PersonNm3HEATHER CAMPAGNA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER CAMPAGNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt077859
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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.
IRS990EZ/ProgramServiceRevenueAmt051058
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IBL 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IBL 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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075402
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013450
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018218
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt094915
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012408
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CHOCOLATE FEST
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 6TH GRADE ACTIVITIES 280 7TH GRADE ACTIVITIES 750 8TH GRADE ACTIVITIES 1,725 BAND 2,108 CHALLENGE DAY 4,485 CREDIT CARD TRANS FEES 569 EDUCATIONAL SUPPORT 1,300 LIBRARY 2,156 SCHOOL TECHNOLOGY 6,617 SPIRITWEAR 2,005 STUDENT PLANNERS 1,916 STUDENT PROGAMS/ACTIVITIE 409 TEACHER STIPENDS 6,075 GATE 87 INTERACT CLUB 410 BOLD 3,790 FIELD TRIPS 2,886 LEADERSHIP 130 LIBRARY SCHOLASTIC ACCT 3,763 PE UNIFORMS 13,298 PE EQUIPMENT 2,237 YEARBOOK 16,231 ELNA FLYNN TICKETS 49 FRONT OFFICE SUPPLIES 960 PTO GIFTS/DONATIONS 588 HOSPITALITY 44 PTO INSURANCE 230 PTO OPERATING 862 STAFF APPRECIATION 534 RETURNED CHECKS 293 ELNA FLYNN 1,072 TOTAL 77,859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/SupplementalInformationDetail/ExplanationTxt2IBL 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/ExplanationTxt3IBL 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER CAMPAGNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10INGRID B LACY MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0INGR
ReturnHeader/Filer/EIN0421705188
ReturnHeader/Filer/USAddress/AddressLine101427 PALMETTO AVE
ReturnHeader/Filer/USAddress/City0PACIFICA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272682563
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOLANE LUHRS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10450 DONDEE ST STE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PACIFICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0940443267
ReturnHeader/PreparerPersonGrp/PhoneNum06503554000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOLANE LUHRS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-30T10:57:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

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