Civic Intelligence

Lakeview Elementary School Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 47-0954500

Jun 01, 2015 to May 31, 2016 • Filed on Jan 19, 2017

Organization ProfileLakevieweagles.org
5161 Greyson Creek DrEl Dorado Hills, CA 95762

(916) 365-5975

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$92,641

Down $18,225 (-16%) from 2015

Net Assets

Down

$92,641

Down $18,225 (-16%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Up

$140,990

Up $43,004 (+44%) from 2015

Expenses

Up

$159,215

Up $60,412 (+61%) from 2015

Net Income

Down

-$18,225

Down $17,408 (-2131%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2016

Assets$92,641
Liabilities-
Net Assets$92,641
Open 2016 Filing

Operations Trend

Revenue Growth84th 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

2016

Revenue$140,990
Expenses$159,215
Net Income-$18,225
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$186,071
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 EQUIPMENT TO IMPROVE STUDENT LEARNING OPPORTUNITIES.$73,035-
PROVIDE FUNDS FOR VARIOUS FINANCIAL NEEDS FOR TEACHERS AND STAFF APPRECIATION, SUPPLIES, FIELD TRIPS AND OTHER PROGRAM NEEDS.$38,547-
PROVIDE FUNDS FOR ASSEMBLIES, CEREMONIES AND AFTER SCHOOL ENRICHMENT PROGRAMS$38,085-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRICIA JOHNSTONEDirectorPT$0--
VIVIAN CHANGDirectorPT$0--
DEANNA CARNAHANDirectorPT$0--
BLAIR BARNESTreasurerPT$0--
KRISTINA WILSONSecretaryPT$0--
SHELLE LIMONCELLIVice PresidentPT$0--
GINA MILLERPresidentPT$0--
BOBBIE CHALMERSDirectorPT$0--
KRISTIN FRANKDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Event$54,619$54,619$17,454$37,165
Fall Festival$45,011$45,011$20,456$24,555
Total Events$104,704$104,704$41,081$63,623
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary School
EIN
47-0954500
Address
5161 GREYSON CREEK DR, EL DORADO HILLS, CA 95762

Signing Officer

Name
Blair Barnes
Title
Treasurer
Signed
2017-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Ristau & Co Inc CPAs
Address
101 College Avenue Suite 1, Modesto, CA 95350-5979
Preparer
Ryan T Root CPA
Phone
2095211376
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $9240”

Other Expenses.1012

“Insurance $65”

Other Expenses.1

“Enrichment programs $76631”

Other Expenses.2

“Technology programs $73035”

Other Expenses.3

“SUPPLIES $233”

Other Expenses.4

“BANK CHARGES $11”

Other Assets.1010

“Inventories - Beginning $4413 Inventories - Ending $3569”

Raw XML Appendix217 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/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0501378
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $9240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENRICHMENT PROGRAMS $76631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TECHNOLOGY PROGRAMS $73035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Inventories - Beginning $4413 Inventories - Ending $3569
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAIR BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0470954500
ReturnHeader/Filer/USAddress/AddressLine1Txt05161 GREYSON CREEK DR
ReturnHeader/Filer/USAddress/CityNm0EL DORADO HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ristau & Co Inc CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 College Avenue Suite 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Modesto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0953505979
ReturnHeader/PreparerPersonGrp/PhoneNum02095211376
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan T Root CPA
ReturnHeader/ReturnTs02017-01-19T15:24:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,641
Liabilities
-
Net assets
$92,641
Revenue
$140,990
Expenses
$159,215
Net income
-$18,225
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