Civic Intelligence

Lakeview Elementary School Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 47-0954500

Jun 01, 2013 to May 31, 2014 • Filed on Apr 14, 2015

Organization ProfileLakevieweagles.org
2941 Princess Helen CT95762

(916) 939-6925

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

67th percentile

12%

Higher net margin than 67% 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

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$111,683

Up $16,105 (+17%) from 2013

Net Assets

Up

$111,683

Up $16,105 (+17%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$136,398

Up $48,769 (+56%) from 2013

Expenses

Up

$120,293

Up $26,279 (+28%) from 2013

Net Income

Up

$16,105

Up $22,490 (+352%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$150K$100K$50K$0Assets 2011: $76,386Liabilities 2011: $02011Assets 2012: $101,963Liabilities 2012: $02012Assets 2013: $95,578Net Assets 2013: $95,5782013Assets 2014: $111,683Net Assets 2014: $111,6832014Assets 2015: $110,866Net Assets 2015: $110,8662015Assets 2016: $92,641Net Assets 2016: $92,6412016Assets 2017: $109,202Net Assets 2017: $109,2022017Assets 2018: $111,576Net Assets 2018: $111,5762018Assets 2019: $97,293Liabilities 2019: $0Net Assets 2019: $97,2932019Assets 2020: $58,563Liabilities 2020: $1,100Net Assets 2020: $57,4632020Assets 2021: $66,776Liabilities 2021: $1,9532021Assets 2022: $79,882Net Assets 2022: $79,8822022Assets 2023: $63,818Liabilities 2023: $0Net Assets 2023: $63,8182023Assets 2024: $73,955Liabilities 2024: $7,718Net Assets 2024: $66,2372024Assets 2025: $72,365Liabilities 2025: $4,742Net Assets 2025: $67,6232025

Highlighted filing

2014

Assets$111,683
Liabilities-
Net Assets$111,683
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$100K$0-$100KRevenue 2011: $76,141Expenses 2011: $56,458Net Income 2011: $19,6832011Revenue 2012: $116,441Expenses 2012: $90,864Net Income 2012: $25,5772012Revenue 2013: $87,629Expenses 2013: $94,014Net Income 2013: -$6,3852013Revenue 2014: $136,398Expenses 2014: $120,293Net Income 2014: $16,1052014Revenue 2015: $97,986Expenses 2015: $98,803Net Income 2015: -$8172015Revenue 2016: $140,990Expenses 2016: $159,215Net Income 2016: -$18,2252016Revenue 2017: $129,084Expenses 2017: $112,523Net Income 2017: $16,5612017Revenue 2018: $133,744Expenses 2018: $131,370Net Income 2018: $2,3742018Revenue 2019: $108,660Expenses 2019: $122,943Net Income 2019: -$14,2832019Revenue 2020: $49,410Expenses 2020: $89,240Net Income 2020: -$39,8302020Revenue 2021: $44,027Expenses 2021: $36,667Net Income 2021: $7,3602021Revenue 2022: $81,353Expenses 2022: $66,294Net Income 2022: $15,0592022Revenue 2023: $123,066Expenses 2023: $125,922Net Income 2023: -$2,8562023Revenue 2024: $189,217Expenses 2024: $178,647Net Income 2024: $10,5702024Revenue 2025: $143,450Expenses 2025: $140,012Net Income 2025: $3,4382025

Highlighted filing

2014

Revenue$136,398
Expenses$120,293
Net Income$16,105
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Apr 14, 2015
Return Version
2013v4.0
Gross Receipts
$164,948
Mission and Program Overview

Mission

To provide lakeview school with funds for additional curriculum, enrichment programs, site enhancements, supplies and events.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR ASSEMBLIES, CEREMONIES AND AFTER SCHOOL ENRICHMENT PROGRAMS$80,000-
PROVIDE FUNDS FOR VARIOUS FINANCIAL NEEDS FOR TEACHERS AND STAFF APPRECIATION, SUPPLIES, FIELD TRIPS AND OTHER PROGRAM NEEDS.$30,000-
PROVIDE EQUIPMENT TO IMPROVE STUDENT LEARNING OPPORTUNITIES.$10,293-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARMEN REEDPresident-$0--
JULIE RIDGEWAYVice President-$0--
HEATHER CLANTONSecretary-$0--
ANDREA WHEELERTreasurer-$0--
NANCY ROHASecretary-$0--
ALICE REYNOLDSExecutive Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$63,938$63,938$12,952$50,986
Event 2$44,726$44,726$14,110$30,616
Total Events$108,664$108,664$27,062$81,602
Filing and Contact Details

Filer

EIN
47-0954500

Signing Officer

Name
Andrea Wheeler
Title
Treasurer
Signed
2015-04-14
Discuss with paid preparer
Yes

Preparer

Preparer
Ryan T Root CPA
Phone
2095211376
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Enrichment programs $120293”

Other Assets.1010

“Inventories - Beginning $900 Inventories - Ending $3145”

Raw XML Appendix188 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/BooksInCareOfDetail/USAddress/City0EL DORADO HILLS
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095762
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARMEN REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE RIDGEWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER CLANTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREA WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY ROHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALICE REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0900
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03145
IRS990EZ/OtherExpensesTotalAmt0120293
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE LAKEVIEW SCHOOL WITH FUNDS FOR ADDITIONAL CURRICULUM, ENRICHMENT PROGRAMS, SITE ENHANCEMENTS, SUPPLIES AND EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDS FOR ASSEMBLIES, CEREMONIES AND AFTER SCHOOL ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FUNDS FOR VARIOUS FINANCIAL NEEDS FOR TEACHERS AND STAFF APPRECIATION, SUPPLIES, FIELD TRIPS AND OTHER PROGRAM NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE EQUIPMENT TO IMPROVE STUDENT LEARNING OPPORTUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt080000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt130000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt210293
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027062
IRS990EZ/SpecialEventsNetIncomeLossAmt081602
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120293
IRS990EZ/TotalProgramServiceExpensesAmt0120293
IRS990EZ/TotalRevenueAmt0136398
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0Lakevieweagles.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053401
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0176661
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0195
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077186
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0130704
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0103300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0377291
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt075
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0195
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IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00090
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118226
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0554358
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063938
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0FALL FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt081602
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012952
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENRICHMENT PROGRAMS $120293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Inventories - Beginning $900 Inventories - Ending $3145
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1010
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKEVIEW ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine20PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0470954500
ReturnHeader/Filer/USAddress/AddressLine102941 PRINCESS HELEN CT
ReturnHeader/Filer/USAddress/City0EL DORADO HILLS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Ristau & Co Inc CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10101 College Avenue Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Modesto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0953505979
ReturnHeader/PreparerPersonGrp/PhoneNum02095211376
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan T Root CPA
ReturnHeader/ReturnTs02015-04-14T19:00:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
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
$111,683
Liabilities
-
Net assets
$111,683
Revenue
$136,398
Expenses
$120,293
Net income
$16,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.72$0.05$0.68$1.43$1.40$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.08$0.66$1.89$1.79$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$1.23$1.26$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.81$0.66$0.15
2021Summary only. Only limited summary data is available for this year.$0.67$0.02$0.44$0.37$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.01$0.57$0.49$0.89$0.40
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.09$1.23$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.34$1.31$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.09$1.09$1.29$1.13$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.41$1.59$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.98$0.99$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.36$1.20$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.96$0.88$0.94$0.06
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$1.16$0.91$0.26
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.56$0.20