Civic Intelligence

Ingrid B Lacy Middle School PTO

990EZ • Fiscal year 2019 • EIN 42-1705188

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 14, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

54th percentile

5.3%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$38,789

Up $4,381 (+13%) from 2018

Net Assets

Up

$38,789

Up $4,381 (+13%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$91,061

Up $19,693 (+28%) from 2018

Expenses

Up

$86,280

Up $5,077 (+6.3%) from 2018

Net Income

Up

$4,781

Up $14,616 (+149%) from 2018

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

2019

Assets$38,789
Liabilities-
Net Assets$38,789

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

2019

Revenue$91,061
Expenses$86,280
Net Income$4,781
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$105,021
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.-$34,462
FIELD TRIPS & GRADE LEVEL ACTIVITIES-$31,973
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.-$14,100
TEACHER STIPENDS - FUNDS PROVIDED DIRECTLY TO TEACHERS FOR SPECIFIC CLASSROOM SUPPLIES.-$3,309
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY HANNAPresident-$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 ANDERSONBd Memb/ Tre-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fdrsr - Co$11,365$11,365$6,974$4,391
Raffle$8,318$8,318$1,176$7,142
Total Events$26,349$26,349$10,627$15,722
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
Brandice Anderson
Title
Bd Memb/ Treas Elect
Signed
2019-11-14
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 7,835 7th grade activities 1,710 8th grade activities 22,428 bank charges 132 bold 820 book fair 2,712 career night 213 challenge day 14,100 classrooms 100 credit card trans fees 465 elna flynn 783 filing fees 35 front office supplies 540 junior olympics 444 leadership 388 library 8,088 pe uniforms & equipment 11,355 pto operating 49 spiritwear 3,062 staff appreciation 95 sculpture class 837 student planners 1,893 teacher stipends 3,309 yearbook 3,132 pef 500 pacifica school volunteer 500 total 85,780

Form 990-ez, Part I, Line 20

OTHER DECREASES -400

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 Appendix216 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/ProgramServiceRevenueAmt019794
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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 255 6TH GRADE ACTIVITIES 7,835 7TH GRADE ACTIVITIES 1,710 8TH GRADE ACTIVITIES 22,428 BANK CHARGES 132 BOLD 820 BOOK FAIR 2,712 CAREER NIGHT 213 CHALLENGE DAY 14,100 CLASSROOMS 100 CREDIT CARD TRANS FEES 465 ELNA FLYNN 783 FILING FEES 35 FRONT OFFICE SUPPLIES 540 JUNIOR OLYMPICS 444 LEADERSHIP 388 LIBRARY 8,088 PE UNIFORMS & EQUIPMENT 11,355 PTO OPERATING 49 SPIRITWEAR 3,062 STAFF APPRECIATION 95 SCULPTURE CLASS 837 STUDENT PLANNERS 1,893 TEACHER STIPENDS 3,309 YEARBOOK 3,132 PEF 500 PACIFICA SCHOOL VOLUNTEER 500 TOTAL 85,780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER DECREASES -400
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/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272682563
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOLANE LUHRS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 DONDEE ST STE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PACIFICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0940443267
ReturnHeader/PreparerPersonGrp/PhoneNum06503554000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOLANE LUHRS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-19T17:14:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits