Civic Intelligence

Lakeside Elementary School Parent T Eacher Organization

990EZ • Fiscal year 2014 • EIN 46-3042580

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 19, 2015

Organization ProfileN/A
2325 Hall St SE49506

(616) 235-7553

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$56,691

No earlier filing loaded for comparison.

Net Assets

$56,691

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

$58,875

No earlier filing loaded for comparison.

Expenses

$74,675

No earlier filing loaded for comparison.

Net Income

-$15,800

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2014: $56,691Net Assets 2014: $56,6912014Assets 2015: $35,994Liabilities 2015: $02015Assets 2016: $39,076Liabilities 2016: $02016Assets 2017: $44,396Liabilities 2017: $02017Assets 2018: $30,804Liabilities 2018: $02018Assets 2019: $25,980Net Assets 2019: $25,9802019Assets 2020: $48,975Net Assets 2020: $48,9752020Assets 2021: $26,476Net Assets 2021: $26,4762021Assets 2022: $42,404Net Assets 2022: $42,4042022Assets 2023: $50,326Net Assets 2023: $50,3262023Assets 2025: $57,352Liabilities 2025: $520Net Assets 2025: $56,8322025

Highlighted filing

2014

Assets$56,691
Liabilities-
Net Assets$56,691
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2014: $58,875Expenses 2014: $74,675Net Income 2014: -$15,8002014Revenue 2015: $41,503Expenses 2015: $62,200Net Income 2015: -$20,6972015Revenue 2016: $54,347Expenses 2016: $51,265Net Income 2016: $3,0822016Revenue 2017: $51,974Expenses 2017: $46,654Net Income 2017: $5,3202017Revenue 2018: $41,293Expenses 2018: $54,885Net Income 2018: -$13,5922018Revenue 2019: $34,876Expenses 2019: $39,700Net Income 2019: -$4,8242019Revenue 2020: $65,100Expenses 2020: $42,105Net Income 2020: $22,9952020Revenue 2021: $11,437Expenses 2021: $33,936Net Income 2021: -$22,4992021Revenue 2022: $55,468Expenses 2022: $39,540Net Income 2022: $15,9282022Revenue 2023: $75,244Expenses 2023: $67,322Net Income 2023: $7,9222023Revenue 2025: $88,298Expenses 2025: $99,345Net Income 2025: -$11,0472025

Highlighted filing

2014

Revenue$58,875
Expenses$74,675
Net Income-$15,800
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 19, 2015
Return Version
2013v4.0
Gross Receipts
$77,750
Mission and Program Overview

Mission

Support organization for lakeside elementary school

Support organziation for Lakeside Elementary School

Program Services

DescriptionGrantsExpenses
Support for Lakeside Elementary School including Cultural Arts funding, Curriculum enhancement funding i.e. class start up, technology, mini grants and many other programs, and facilities enhancements.$69,043$69,043
Provide hospitality for events such as Newcomers party, Fifth Grade farewell, etc-$1,671
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Becky BarnesPresidentPT$0--
Taylor BeusseVice PresidentPT$0--
Matt CavanaughSecond Vice PresidentPT$0--
Cheryl CoxTreasurerPT$0--
Britt O'MalleyAsst TreasurerPT$0--
Melissa PadgettRecording SecretaryPT$0--
Sarah KuglerCorresponding SecretaryPT$0--
Julia BurnsPast PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$53,435$53,435$8,573$44,862
Event 2$4,942$4,942$2,577$2,365
Total Events$69,670$69,670$13,581$56,089
Filing and Contact Details

Filer

EIN
46-3042580

Signing Officer

Name
Cheryl Cox
Title
Treasurer
Signed
2015-01-19
Discuss with paid preparer
No

Preparer

Preparer
Lori Lemieux CPA
Phone
6167354233
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Curriculum Enhancement, Grantee Lakeside Elementary 2325 Hall St SE E Grand Rapids MI 49503, Cash Grant 55,587, Relationship”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Service/Programs, Grantee Various 2325 Hall St SE E Grand Rapids MI 49503, Cash Grant 6,589, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“PTO Council 870”

Form 990-EZ, Part I, Line 16, Other Expenses

“Gifts 2,371”

Form 990-EZ, Part I, Line 16, Other Expenses

“Hospitality 1,671”

Form 990-EZ, Part I, Line 20, Net Assets

“Transfer from former organization - Lakeside PTA 72,491”

Raw XML Appendix179 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/USAddress/AddressLine102325 Hall St SE
IRS990EZ/BooksInCareOfDetail/USAddress/City0E Grand Rapids
IRS990EZ/BooksInCareOfDetail/USAddress/State0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode049506
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056691
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Becky Barnes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Taylor Beusse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matt Cavanaugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cheryl Cox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Britt O'Malley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Melissa Padgett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sarah Kugler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Julia Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Second Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Asst Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Past President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt072491
IRS990EZ/OtherExpensesTotalAmt04912
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support organziation for Lakeside Elementary School
IRS990EZ/PrintingPublicationsPostageAmt099
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support for Lakeside Elementary School including Cultural Arts funding, Curriculum enhancement funding i.e. class start up, technology, mini grants and many other programs, and facilities enhancements.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide hospitality for events such as Newcomers party, Fifth Grade farewell, etc
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt069043
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069043
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11671
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013581
IRS990EZ/SpecialEventsNetIncomeLossAmt056089
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt074675
IRS990EZ/TotalProgramServiceExpensesAmt070714
IRS990EZ/TotalRevenueAmt058875
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt072020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt072020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/Total509Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt072020
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt072020
IRS990ScheduleA/TotalSupportAmt072027
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053435
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011293
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053435
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011293
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069670
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ROAR Auction
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Book Fair
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056089
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08573
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02577
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Curriculum Enhancement, Grantee Lakeside Elementary 2325 Hall St SE E Grand Rapids MI 49503, Cash Grant 55,587, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Service/Programs, Grantee Various 2325 Hall St SE E Grand Rapids MI 49503, Cash Grant 6,589, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTO Council 870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Gifts 2,371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hospitality 1,671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Transfer from former organization - Lakeside PTA 72,491
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Cheryl Cox
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10Lakeside Elementary School Parent Teacher Organization
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0463042580
ReturnHeader/Filer/USAddress/AddressLine102325 Hall St SE
ReturnHeader/Filer/USAddress/City0E Grand Rapids
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049506
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Lori J Lemieux CPA PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10910 Maplerow Ave NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Grand Rapids
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode049534
ReturnHeader/PreparerPersonGrp/PhoneNum06167354233
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Lemieux CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-01-19T12:19:17-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,691
Liabilities
-
Net assets
$56,691
Revenue
$58,875
Expenses
$74,675
Net income
-$15,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$57.4$0.52$56.8$88.3$99.3$11.0
2023Detailed filing. Detailed filing data is available for this year.$50.3$50.3$75.2$67.3$7.92
2022Detailed filing. Detailed filing data is available for this year.$42.4$42.4$55.5$39.5$15.9
2021Detailed filing. Detailed filing data is available for this year.$26.5$26.5$11.4$33.9$22.5
2020Detailed filing. Detailed filing data is available for this year.$49.0$49.0$65.1$42.1$23.0
2019Detailed filing. Detailed filing data is available for this year.$26.0$26.0$34.9$39.7$4.82
2018Summary only. Only limited summary data is available for this year.$30.8$0.00$41.3$54.9$13.6
2017Summary only. Only limited summary data is available for this year.$44.4$0.00$52.0$46.7$5.32
2016Summary only. Only limited summary data is available for this year.$39.1$0.00$54.3$51.3$3.08
2015Summary only. Only limited summary data is available for this year.$36.0$0.00$41.5$62.2$20.7
2014Detailed filing. Detailed filing data is available for this year.$56.7$56.7$58.9$74.7$15.8