Civic Intelligence

Lakewood Elementary Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 43-1860337

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 17, 2017

14600 Lamar AveOverland Park, KS 66223

(913) 239-6500

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

17th percentile

-27%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

41%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$57,483

Down $21,058 (-27%) from 2016

Net Assets

Down

$57,483

Down $21,058 (-27%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$65,055

Up $19,071 (+41%) from 2016

Expenses

Up

$86,113

Up $34,983 (+68%) from 2016

Net Income

Down

-$21,058

Down $15,912 (-309%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $55,073Liabilities 2012: $02012Assets 2013: $58,830Liabilities 2013: $02013Assets 2014: $69,460Liabilities 2014: $02014Assets 2015: $68,668Liabilities 2015: $02015Assets 2016: $78,541Net Assets 2016: $78,5412016Assets 2017: $57,483Net Assets 2017: $57,4832017Assets 2018: $65,142Net Assets 2018: $65,1422018Assets 2019: $93,134Liabilities 2019: $0Net Assets 2019: $93,1342019Assets 2020: $85,883Liabilities 2020: $02020Assets 2021: $62,229Liabilities 2021: $02021Assets 2023: $123,660Net Assets 2023: $123,6602023Assets 2024: $51,164Liabilities 2024: $0Net Assets 2024: $51,1642024Assets 2025: $70,446Liabilities 2025: $525Net Assets 2025: $69,9212025

Highlighted filing

2017

Assets$57,483
Liabilities-
Net Assets$57,483

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2012: $31,251Expenses 2012: $35,438Net Income 2012: -$4,1872012Revenue 2013: $40,240Expenses 2013: $36,483Net Income 2013: $3,7572013Revenue 2014: $39,698Expenses 2014: $29,068Net Income 2014: $10,6302014Revenue 2015: $51,891Expenses 2015: $52,683Net Income 2015: -$7922015Revenue 2016: $45,984Expenses 2016: $51,130Net Income 2016: -$5,1462016Revenue 2017: $65,055Expenses 2017: $86,113Net Income 2017: -$21,0582017Revenue 2018: $58,807Expenses 2018: $51,148Net Income 2018: $7,6592018Revenue 2019: $75,059Expenses 2019: $47,067Net Income 2019: $27,9922019Revenue 2020: $36,881Expenses 2020: $44,132Net Income 2020: -$7,2512020Revenue 2021: $11,349Expenses 2021: $35,003Net Income 2021: -$23,6542021Revenue 2023: $154,587Expenses 2023: $109,759Net Income 2023: $44,8282023Revenue 2024: $79,791Expenses 2024: $152,287Net Income 2024: -$72,4962024Revenue 2025: $79,665Expenses 2025: $60,999Net Income 2025: $18,6662025

Highlighted filing

2017

Revenue$65,055
Expenses$86,113
Net Income-$21,058
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 17, 2017
Return Version
2016v3.0
Gross Receipts
$95,590
Mission and Program Overview

Mission

Parent/Teacher Organization for Elementary School

Program Services

DescriptionGrantsExpenses
SCHOOL ACTIVITIES$50,981$50,981
LANDSCAPING, TUTORING, FAMILY SUPPORT,SOCIAL AND SAFETY ACTIVITIES$8,481$13,668
TEACHER GRANTS/AWARDS$8,303$8,303
CULTURAL ARTS$6,781$6,781
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY DAVIDSONCo-PresidentPT$0--
KELLY KIRKCo-PresidentPT$0--
MO EDWARDSPresident Emeritus-$0--
TIFFANY BECKERPresident Emeritus-$0--
KAVITHA DILEEPANSecretary-$0--
JEANNE POLHEMUSTreasurer-$0--
KRISTEN MANNVP-Administration-$0--
CHRISS DUNTZVP-Event Fundraising-$0--
KRIS CAMPBELLNonevent Fundraising Bvp-$0--
SABINE WHITEHOUSEVP-Communications-$0--
MICHELLE WUVP-Community Activities-$0--
MARCY O'GRADYVP-Cultural Arts-$0--
TAMMY RHODESVP-Education & Safety-$0--
LORI OXBOROUGHVP-Social Activites-$0--
SUSAN STEIMLEYVP-Classroom Activities-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Famiy Fun Night (carnival)$26,124$26,124$1,215$24,909
Daddy Daughter Dance$8,809$8,809$672$8,137
Total Events$48,373$48,373$8,960$39,413
Filing and Contact Details

Filer

Filer Name
Lakewood Elementary Pto
EIN
43-1860337
Phone
9132396500
Address
14600 Lamar Ave, Overland Park, KS 66223

Signing Officer

Name
Chandra Maraman
Title
Treasurer
Phone
9132396500
Signed
2017-10-17

Preparer

Firm
Emerick & Company Pc
Address
4520 MADISON AVENUE STE G, KANSAS CITY, MO 64111
Preparer
David Emerick
Phone
8165312822
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

MISCELLANEOUS 216.

Form 990EZ, Part I, Line 10

Landscaping & gardening; landscaping/gardening; : , , , ; , 661.

Form 990EZ, Part I, Line 10

Teacher grants & awards; teacher grants; : , , , ; , 8303.

Form 990EZ, Part I, Line 10

School donations; school; : , , , ; , 50981.

Form 990EZ, Part I, Line 10

Cultural arts program; cultural arts; : , , , ; , 6781.

Form 990EZ, Part I, Line 10

Tutoring and learning; tutoring; : , , , ; , 4898.

Form 990EZ, Part I, Line 10

Student/family support; family support; : , , , ; , 922.

Form 990EZ, Part I, Line 10

Blue valley education foundation; educational excellence; : , , , ; , 2000.

Form 990EZ, Part I, Line 16

Bank and credit card fees 292.

Form 990EZ, Part I, Line 16

INSURANCE 370.

Form 990EZ, Part I, Line 16

SUPPLIES 750.

Form 990EZ, Part I, Line 16

PTO APPRECIATION 767.

Form 990EZ, Part I, Line 16

Social activity expenses 6939.

Form 990EZ, Part I, Line 16

Student safety activity expenses 248.

Form 990EZ, Part I, Line 16

MISCELLANEOUS 1394.

Raw XML Appendix274 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/BooksInCareOfDetail/USAddress/CityNm0OVERLAND PARK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOLLY DAVIDSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TIFFANY BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAVITHA DILEEPAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTEN MANN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SABINE WHITEHOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MICHELLE WU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MARCY O'GRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12TAMMY RHODES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13LORI OXBOROUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14SUSAN STEIMLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Emeritus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President Emeritus
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP-Administration
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP-Event Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Nonevent Fundraising BVP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP-Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP-Community Activities
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP-Cultural Arts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP-Education & Safety
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP-Social Activites
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14VP-Classroom Activities
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010760
IRS990EZ/OtherRevenueTotalAmt0216
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0807
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CULTURAL ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER GRANTS/AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3LANDSCAPING, TUTORING, FAMILY SUPPORT,SOCIAL AND SAFETY ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050981
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16781
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28303
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt38481
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050981
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030535
IRS990EZ/SpecialEventsNetIncomeLossAmt046958
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086113
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05191
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06894
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FAMIY FUN NIGHT (CARNIVAL)
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DADDY DAUGHTER DANCE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LANDSCAPING & GARDENING; LANDSCAPING/GARDENING; : , , , ; , 661.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER GRANTS & AWARDS; TEACHER GRANTS; : , , , ; , 8303.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL DONATIONS; SCHOOL; : , , , ; , 50981.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CULTURAL ARTS PROGRAM; CULTURAL ARTS; : , , , ; , 6781.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TUTORING AND LEARNING; TUTORING; : , , , ; , 4898.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STUDENT/FAMILY SUPPORT; FAMILY SUPPORT; : , , , ; , 922.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BLUE VALLEY EDUCATION FOUNDATION; EDUCATIONAL EXCELLENCE; : , , , ; , 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK AND CREDIT CARD FEES 292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INSURANCE 370.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTO APPRECIATION 767.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SOCIAL ACTIVITY EXPENSES 6939.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13STUDENT SAFETY ACTIVITY EXPENSES 248.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISCELLANEOUS 1394.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHANDRA MARAMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09132396500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEWOOD ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0431860337
ReturnHeader/Filer/PhoneNum09132396500
ReturnHeader/Filer/USAddress/AddressLine1Txt014600 Lamar Ave
ReturnHeader/Filer/USAddress/CityNm0Overland Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066223
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0845CB86251FB504BC7CE6F5E28348D35A65952CF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0845CB86251FB504BC7CE6F5E28348D35A65952CF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.166.21.120
ReturnHeader/FilingSecurityInformation/IPDt02017-10-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:40:21
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EMERICK & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04520 MADISON AVENUE STE G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064111
ReturnHeader/PreparerPersonGrp/PhoneNum08165312822
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID EMERICK
ReturnHeader/ReturnTs02017-10-17T07:40:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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