Civic Intelligence

Lakeview Elementary PTO

EIN 46-2088760 • 501(c)3 • Lakeville, MN

Profile

To work with parents and teachers for st

20500 Jacquard AveLakeville, MN 55044
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

29th percentile

-11%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

37th percentile

-13%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$63,928

Down $9,540 (-13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$63,928

Down $9,540 (-13%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin29th percentile

Revenue

Up

$73,603

Up $14,450 (+24%) from 2024

Expenses

Up

$81,882

Up $43,959 (+116%) from 2024

Net Income

Down

-$8,279

Down $29,509 (-139%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2021: $63,225Liabilities 2021: $0Net Assets 2021: $63,2252021Assets 2022: $72,832Liabilities 2022: $0Net Assets 2022: $72,8322022Assets 2023: $52,238Liabilities 2023: $0Net Assets 2023: $52,2382023Assets 2024: $73,468Liabilities 2024: $0Net Assets 2024: $73,4682024Assets 2025: $63,928Liabilities 2025: $0Net Assets 2025: $63,9282025

Highlighted filing

2025

Assets$63,928
Liabilities$0
Net Assets$63,928
Open 2025 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2021: $71,808Expenses 2021: $27,261Net Income 2021: $44,5472021Revenue 2022: $70,484Expenses 2022: $60,877Net Income 2022: $9,6072022Revenue 2023: $62,778Expenses 2023: $83,372Net Income 2023: -$20,5942023Revenue 2024: $59,153Expenses 2024: $37,923Net Income 2024: $21,2302024Revenue 2025: $73,603Expenses 2025: $81,882Net Income 2025: -$8,2792025

Highlighted filing

2025

Revenue$73,603
Expenses$81,882
Net Income-$8,279
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,928
Liabilities
$0
Net assets
$63,928
Revenue
$73,603
Expenses
$81,882
Net income
-$8,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$63.9$0.00$63.9$73.6$81.9$8.28
2024Detailed filing. Detailed filing data is available for this year.$73.5$0.00$73.5$59.2$37.9$21.2
2023Detailed filing. Detailed filing data is available for this year.$52.2$0.00$52.2$62.8$83.4$20.6
2022Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$70.5$60.9$9.61
2021Detailed filing. Detailed filing data is available for this year.$63.2$0.00$63.2$71.8$27.3$44.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$73,603
Mission and Program Overview

Mission

To work with parents and teachers for st

Program Services

DescriptionGrantsExpenses
TO MAINTAIN COMMUNICATION BETWEEN PARENTS AND TEACHERS SERVING THEIR YOUNG CHILDREN.-$64,144
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TINA SELFSecretaryPT$0--
LINDSEY FALLENSTEINPresidentPT$0--
TARA JONESVolunteer CoordinatorPT$0--
KATIE ANDERSONTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary Pto
EIN
46-2088760
In Care Of
% MIKE UTECHT
Phone
6515038452
Address
20500 JACQUARD AVE, LAKEVILLE, MN 55044

Signing Officer

Name
Mike Utecht
Title
Treasurer
Phone
9522921112
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Heimdal Tax and Financial Services
Address
8353 210th St West, Lakeville, MN 55044-8504
Preparer
Pamela S Heimdal Ea
Phone
9524691428
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountcommunity events 8,089other enrichment expenses 44,846pto operations 17,058recognition expense 11,210insurance 679”

Raw XML Appendix153 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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IRS990EZ/BooksInCareOfDetail/PersonNm0MIKE UTECHT
IRS990EZ/BooksInCareOfDetail/PhoneNum06126163903
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020500 JACQUARD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072207
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063928
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01598
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8279
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072207
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063928
IRS990EZ/GrossReceiptsAmt073603
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072207
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063928
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072207
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063928
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TINA SELF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDSEY FALLENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TARA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt081882
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO WORK WITH PARENTS AND TEACHERS FOR ST
IRS990EZ/ProgramServiceRevenueAmt072005
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO MAINTAIN COMMUNICATION BETWEEN PARENTS AND TEACHERS SERVING THEIR YOUNG CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064144
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081882
IRS990EZ/TotalProgramServiceExpensesAmt064144
IRS990EZ/TotalRevenueAmt073603
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt071718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt071718
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt073127
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt056440
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt061975
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt070363
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0261905
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0338636
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071808
IRS990ScheduleA/Total509Grp/TotalAmt0338636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt059153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt062778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071808
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0338636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCOMMUNITY EVENTS 8,089OTHER ENRICHMENT EXPENSES 44,846PTO OPERATIONS 17,058RECOGNITION EXPENSE 11,210INSURANCE 679
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE UTECHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09522921112
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0462088760
ReturnHeader/Filer/InCareOfNm0% MIKE UTECHT
ReturnHeader/Filer/PhoneNum06515038452
ReturnHeader/Filer/USAddress/AddressLine1Txt020500 JACQUARD AVE
ReturnHeader/Filer/USAddress/CityNm0LAKEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055044
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752972222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heimdal Tax and Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08353 210th St West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lakeville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0550448504
ReturnHeader/PreparerPersonGrp/PhoneNum09524691428
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA S HEIMDAL EA
ReturnHeader/ReturnTs02025-11-12T09:33:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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