Civic Intelligence

Lakeview Elementary PTO

990EZ • Fiscal year 2023 • EIN 46-2088760

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 13, 2023

Organization Profile
20500 Jacquard AveLakeville, MN 55044

(612) 616-3903

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-33%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

18th percentile

-28%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$52,238

Down $20,594 (-28%) from 2022

Net Assets

Down

$52,238

Down $20,594 (-28%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Down

$62,778

Down $7,706 (-11%) from 2022

Expenses

Up

$83,372

Up $22,495 (+37%) from 2022

Net Income

Down

-$20,594

Down $30,201 (-314%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2023

Assets$52,238
Liabilities$0
Net Assets$52,238
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$62,778
Expenses$83,372
Net Income-$20,594
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 13, 2023
Return Version
2022v5.0
Gross Receipts
$62,778
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.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE UTECHTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary Pto
EIN
46-2088760
Address
20500 JACQUARD AVE, LAKEVILLE, MN 55044

Signing Officer

Name
Mike Utecht
Title
Treasurer
Phone
9522921112
Signed
2023-07-13
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 1,534classroom resources 32,216other enrichment expenses 10,144pto operations 33,465recognition expense 5,210misc 803”

Raw XML Appendix130 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/BOYAmt072832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052238
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0803
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20594
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt072832
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052238
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02932
IRS990EZ/GrossReceiptsAmt062778
IRS990EZ/GrossSalesOfInventoryAmt02932
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072832
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052238
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072832
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052238
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE UTECHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt083372
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO WORK WITH PARENTS AND TEACHERS FOR ST
IRS990EZ/ProgramServiceRevenueAmt059043
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO MAINTAIN COMMUNICATION BETWEEN PARENTS AND TEACHERS SERVING THEIR YOUNG CHILDREN.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083372
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt062778
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt071718
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt061975
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt070363
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt07065
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0139403
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0212976
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071295
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071808
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07095
IRS990ScheduleA/Total509Grp/TotalAmt0212976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0212976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCOMMUNITY EVENTS 1,534CLASSROOM RESOURCES 32,216OTHER ENRICHMENT EXPENSES 10,144PTO OPERATIONS 33,465RECOGNITION EXPENSE 5,210MISC 803
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE UTECHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09522921112
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0462088760
ReturnHeader/Filer/USAddress/AddressLine1Txt020500 JACQUARD AVE
ReturnHeader/Filer/USAddress/CityNm0LAKEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055044
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/PreparationDt02023-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA S HEIMDAL EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-17T14:24:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0UTECHT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,238
Liabilities
$0
Net assets
$52,238
Revenue
$62,778
Expenses
$83,372
Net income
-$20,594
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