Civic Intelligence

Lincoln Avenue Academy PTO Inc

EIN 46-4525447 • 501(c)3 • Lakeland, FL

Profile

Elementary parent teacher organization organized to assist the students and faculty of lincoln avenue academy a public school in polk county, florida

1330 North Lincoln AvLakeland, FL 33805

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

44th percentile

-0.3%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

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 2015

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,299

Up $56,299 from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$56,299

Up $56,299 from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

$40,253

No earlier filing loaded for comparison.

Expenses

$40,372

No earlier filing loaded for comparison.

Net Income

-$119

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2014: $0Net Assets 2014: $02014Assets 2015: $56,299Net Assets 2015: $56,2992015

Highlighted filing

2015

Assets$56,299
Liabilities-
Net Assets$56,299
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2015: $40,253Expenses 2015: $40,372Net Income 2015: -$1192015

Highlighted filing

2015

Revenue$40,253
Expenses$40,372
Net Income-$119
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,299
Liabilities
-
Net assets
$56,299
Revenue
$40,253
Expenses
$40,372
Net income
-$119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$56.3$56.3$40.3$40.4$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$93,802
Mission and Program Overview

Mission

Elementary parent teacher organization organized to assist the students and faculty of lincoln avenue academy a public school in polk county, florida

Program Services

DescriptionGrantsExpenses
ELEMENTARY PARENT TEACHER ORGANIZATION ORGANIZED TO ASSIST THE STUDENTS OF LINCOLN AVENUE ACADEMY, A PUBLIC SCHOOL IN POLK COUNTY FLORIDA-$29,306
ELEMENTARY PARENT TEACHER ORGANIZATION ORGANIZED TO ASSIST THE PARENTS AND TEACHERS OF LINCOLN AVENUE ACADEMY, A PUBLIC SCHOOL IN POLK COUNTY FLORIDA-$7,217
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIL BEVISPresident-$0--
KELLY ALTMANVice Preside-$0--
KATHLEEN MANKVice Preside-$0--
GINA BUTLERTreasurerPT$0--
SHERI NORTHRUPSecretary-$0--
KIM SPURLOCKAssistant Se-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Project$31,472$31,472$17,378$14,094
Fall Fundraiser$15,656$15,656$8,814$6,842
Total Events$79,380$79,380$50,808$28,572
Filing and Contact Details

Filer

Filer Name
Lincoln Avenue Academy Pto Inc
EIN
46-4525447
Address
1330 NORTH LINCOLN AV, LAKELAND, FL 33805

Signing Officer

Name
Kathleen Mank
Title
Vice President
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Cheatham Goleno & Ferguson Pa
Address
726 SOUTH MISSOURI AVENUE, LAKELAND, FL 33815
Preparer
Terri a Goleno
Phone
8636880882
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses jog-a-thon 2,024 school programs 27,977 school services 7,217 department expenses 1,329 bank charges 316 contingency & admin exp 999 insurance 510 total 40,372”

Form 990-ez, Part I, Line 20

“Transfer of cash from conversion from pta to pto 56,418”

Form 990-ez, Part III

“Elementary parent teacher organization organized to assist the students and faculty of lincoln avenue academy a public school in polk county, florida”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT SE
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IRS990EZ/OtherChangesInNetAssetsAmt056418
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029306
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17217
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt053549
IRS990EZ/SpecialEventsNetIncomeLossAmt027431
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040372
IRS990EZ/TotalProgramServiceExpensesAmt036523
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt01
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031472
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES JOG-A-THON 2,024 SCHOOL PROGRAMS 27,977 SCHOOL SERVICES 7,217 DEPARTMENT EXPENSES 1,329 BANK CHARGES 316 CONTINGENCY & ADMIN EXP 999 INSURANCE 510 TOTAL 40,372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFER OF CASH FROM CONVERSION FROM PTA TO PTO 56,418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELEMENTARY PARENT TEACHER ORGANIZATION ORGANIZED TO ASSIST THE STUDENTS AND FACULTY OF LINCOLN AVENUE ACADEMY A PUBLIC SCHOOL IN POLK COUNTY, FLORIDA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN MANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN AVENUE ACADEMY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0464525447
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 NORTH LINCOLN AV
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033805
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592684545
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHEATHAM GOLENO & FERGUSON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0726 SOUTH MISSOURI AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033815
ReturnHeader/PreparerPersonGrp/PhoneNum08636880882
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRI A GOLENO
ReturnHeader/ReturnTs02016-05-16T15:06:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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