Civic Intelligence

Ingrid B Lacy Middle School PTO

990EZ • Fiscal year 2018 • EIN 42-1705188

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 26, 2018

1427 Palmetto AvePacifica, CA 94044

(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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

20th percentile

-14%

Higher net margin than 20% 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

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$34,408

Down $9,835 (-22%) from 2017

Net Assets

Down

$34,408

Down $9,835 (-22%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$71,368

Down $36,426 (-34%) from 2017

Expenses

Down

$81,203

Down $25,860 (-24%) from 2017

Net Income

Down

-$9,835

Down $10,566 (-1445%) from 2017

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

2018

Assets$34,408
Liabilities-
Net Assets$34,408

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

2018

Revenue$71,368
Expenses$81,203
Net Income-$9,835
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 26, 2018
Return Version
2017v2.3
Gross Receipts
$78,902
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.-$54,984
FIELD TRIPS-$10,494
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.-$6,945
TEACHER STIPENDS - ALLOWANCES DIRECTLY TO TEACHERS FOR CLASSROOM SUPPLIES.-$3,215
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY HANNAPresidentPT$0--
STACEY RUSSELLVice Preside-$0--
LEONARD LIMTreasurer-$0--
JULIE ULMERSecretary-$0--
DENISE GONZALEZSec Of Commu-$0--
JOHN HALLSec Of Comwe-$0--
JULIA HALLParent Counc-$0--
CHRISTINA ZUFFINETTIFundraising-$0--
ERIKA HEUSSERVolunteer Co-$0--
GINA TOSETTIBoard Member-$0--
MEGAN ASAROBoard Member-$0--
BRANDICE ANDERSONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fdrsr - Co$10,011$10,011$6,082$3,929
Raffle$5,151$5,151$355$4,796
Total Events$25,579$25,579$7,534$18,045
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
Leonard Lim
Title
Treasurer
Signed
2018-11-26
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 8

MISC REVENUE 18 TOTAL 18

Form 990-ez, Part I, Line 16

Sees candies cost of goods sold 2,520 expenses insurance 255 6th grade activities 6,987 7th grade activities 2,840 8th grade activities 4,647 band 6,269 bank charges 36 bold 3,457 book fair 5,331 career night 139 challenge day 13,895 credit card trans fees 428 elna flynn 634 filing fees 60 front office supplies 553 greek fest 104 ice cream 3,600 leadership 153 library 7,010 pe uniforms & equipment 5,443 pto operating 760 spiritwear 4,554 staff appreciation 533 student planners 1,893 teacher stipends 3,215 yearbook 4,382 pef 500 pacifica school volunteer 500 total 80,698

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 Appendix214 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/ProgramServiceRevenueAmt030106
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER STIPENDS - ALLOWANCES DIRECTLY TO TEACHERS FOR CLASSROOM SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAMS INCLUDE: LIBRARY BOOKS, PE UNIFORMS, BOLD PROGRAM, BAND, CAREER NIGHT, GREEK FEST, LEADERSHIP, STUDENT PLANNERS, AND YEARBOOK.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC REVENUE 18 TOTAL 18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEES CANDIES COST OF GOODS SOLD 2,520 EXPENSES INSURANCE 255 6TH GRADE ACTIVITIES 6,987 7TH GRADE ACTIVITIES 2,840 8TH GRADE ACTIVITIES 4,647 BAND 6,269 BANK CHARGES 36 BOLD 3,457 BOOK FAIR 5,331 CAREER NIGHT 139 CHALLENGE DAY 13,895 CREDIT CARD TRANS FEES 428 ELNA FLYNN 634 FILING FEES 60 FRONT OFFICE SUPPLIES 553 GREEK FEST 104 ICE CREAM 3,600 LEADERSHIP 153 LIBRARY 7,010 PE UNIFORMS & EQUIPMENT 5,443 PTO OPERATING 760 SPIRITWEAR 4,554 STAFF APPRECIATION 533 STUDENT PLANNERS 1,893 TEACHER STIPENDS 3,215 YEARBOOK 4,382 PEF 500 PACIFICA SCHOOL VOLUNTEER 500 TOTAL 80,698
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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PACIFICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940443267
ReturnHeader/PreparerPersonGrp/PhoneNum06503554000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOLANE LUHRS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-03T09:25:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

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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