Civic Intelligence

Lake View Parent Teacher Organization

990EZ • Fiscal year 2022 • EIN 46-3482294

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

Refreshing map…

17451 Zeider LaneHuntington Beach, CA 92647

(310) 529-8310

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

32nd percentile

-4.5%

Higher net margin than 32% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-5.5%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

200%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$33,614

Down $1,964 (-5.5%) from 2021

Net Assets

Down

$33,614

Down $1,964 (-5.5%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$43,472

Up $28,964 (+200%) from 2021

Expenses

Up

$45,436

Up $38,984 (+604%) from 2021

Net Income

Down

-$1,964

Down $10,020 (-124%) from 2021

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2018: $23,012Liabilities 2018: $02018Assets 2019: $23,418Liabilities 2019: $02019Assets 2020: $27,522Liabilities 2020: $02020Assets 2021: $35,578Net Assets 2021: $35,5782021Assets 2022: $33,614Net Assets 2022: $33,6142022Assets 2023: $38,194Net Assets 2023: $38,1942023Assets 2025: $29,791Liabilities 2025: $0Net Assets 2025: $29,7912025

Highlighted filing

2022

Assets$33,614
Liabilities-
Net Assets$33,614

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2018: $32,701Expenses 2018: $39,538Net Income 2018: -$6,8372018Revenue 2019: $37,044Expenses 2019: $36,638Net Income 2019: $4062019Revenue 2020: $25,011Expenses 2020: $20,907Net Income 2020: $4,1042020Revenue 2021: $14,508Expenses 2021: $6,452Net Income 2021: $8,0562021Revenue 2022: $43,472Expenses 2022: $45,436Net Income 2022: -$1,9642022Revenue 2023: $42,395Expenses 2023: $37,815Net Income 2023: $4,5802023Revenue 2025: $50,143Expenses 2025: $52,328Net Income 2025: -$2,1852025

Highlighted filing

2022

Revenue$43,472
Expenses$45,436
Net Income-$1,964
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$53,425
Mission and Program Overview

Mission

To promote welfare of children and youth in home, school and community. To bring closer relationship between the home and school, so that parents and teachers cna cooperate intelligently in the education of children and youth. To develop between educators and the general public united effors as well as secure for all children and youth the highest advantages in physical, mental and social education. Providing financial support for programs funded outside of the schools annual budget.

Program Services

DescriptionGrantsExpenses
BOOK FAIR-$14,267
MUSIC PROGRAM-$10,680
FIFTH GRADE TRIP-$3,515
STUDENT WISH LIST-$3,150
STUDENT FIELD TRIPS-$3,013
COVID SUPPLIES-$2,231
RED RIBBON WEEK/BULLY PREVENTION-$1,329
COORDINATE STAFF APPRECIATION EVENTS-$1,270
LIBRARY FUNDING-$536
DR SEUSS LITERACY PICNIC-$505
BREAKFAST WITH BUDDIES/OPEN HOUSE-$396
STUDENT STORE-$362
COORDINATE KINDER/5TH GRADE PROMOTION-$109
PUMPKIN CARVING CONTEST-$25
KINDER MEET AND GREET-$25
TO PROVIDE FUNDS FOR STUDENT COUNCIL--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY GUSTAFSONPresidentPT$0--
JACQUELINE BIDNICKSecretaryPT$0--
CLAUDIA MARTINEZTreasurerPT$0--
JANIE CELENTANOVice PresidentPT$0--
AUTUMN HISECo-TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$19,528$19,528$4,691$14,837
Total Events$19,528$19,528$4,691$14,837
Filing and Contact Details

Filer

Filer Name
Lake View Parent Teacher Organization
EIN
46-3482294
Phone
3105298310
Address
17451 ZEIDER LANE, HUNTINGTON BEACH, CA 92647

Signing Officer

Name
Holly Gustafson
Title
President
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Sawin & Kotani an Accountancy Corporatio
Address
4401 ATLANTIC AVENUE SUITE 103, LONG BEACH, CA 90807
Preparer
Craig S Kotani
Phone
5624228600
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $491

Other Expenses.1

BOOK FAIR $14267

Other Expenses.2

MUSIC PROGRAM $10680

Other Expenses.3

5TH GRADE TRIP $3515

Other Expenses.4

TEACHER WISHLIST $3150

Other Expenses.5

FIELD TRIPS $3013

Other Expenses.6

COVID SUPPLIES $2232

Other Expenses.7

5TH GRADE CEREMONY $2058

Other Expenses.8

RED RIBBON WEEK $1329

Other Expenses.9

STAFF APPRECIATION $1270

Other Expenses.10

LIBRARY FUNDING $536

Other Expenses.11

Pto supplies/equipment $522

Other Expenses.12

LITERACY PICNIC $505

Other Expenses.13

OPEN HOUSE $396

Other Expenses.14

STUDENT STORE $362

Other Expenses.15

MOVIE NIGHT $303

Other Expenses.16

End of year celebration $203

Other Expenses.17

MEMBERSHIP EXPENSES $120

Other Expenses.18

Kinder/5th grade promotion $109

Other Expenses.19

FILING FEES $25

Other Expenses.20

Kinder meet and greet $25

Other Expenses.21

Pumpkin carving contest $25

Raw XML Appendix241 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/ProgramServiceRevenueAmt015515
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROVIDE FUNDS FOR STUDENT COUNCIL
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0109
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK FAIR $14267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MUSIC PROGRAM $10680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35TH GRADE TRIP $3515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER WISHLIST $3150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIELD TRIPS $3013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COVID SUPPLIES $2232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt75TH GRADE CEREMONY $2058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RED RIBBON WEEK $1329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STAFF APPRECIATION $1270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LIBRARY FUNDING $536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PTO SUPPLIES/EQUIPMENT $522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12LITERACY PICNIC $505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13OPEN HOUSE $396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14STUDENT STORE $362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MOVIE NIGHT $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16END OF YEAR CELEBRATION $203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17MEMBERSHIP EXPENSES $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18KINDER/5TH GRADE PROMOTION $109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19FILING FEES $25
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21PUMPKIN CARVING CONTEST $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0463482294
ReturnHeader/Filer/PhoneNum03105298310
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ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092647
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205299199
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090807
ReturnHeader/PreparerPersonGrp/PhoneNum05624228600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG S KOTANI
ReturnHeader/ReturnTs02022-11-15T11:26:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOLLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUSTAFSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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