Civic Intelligence

Lakeview Elementary School Parent Teacher Organization

990EZ • Fiscal year 2018 • EIN 47-0954500

Jun 01, 2017 to May 31, 2018 • Filed on Jan 28, 2019

Organization ProfileLakevieweagles.org
7504 Sangiovese DrEl Dorado Hills, CA 95762

(925) 922-4768

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

2.2%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

3.6%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$111,576

Up $2,374 (+2.2%) from 2017

Net Assets

Up

$111,576

Up $2,374 (+2.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin47th percentile

Revenue

Up

$133,744

Up $4,660 (+3.6%) from 2017

Expenses

Up

$131,370

Up $18,847 (+17%) from 2017

Net Income

Down

$2,374

Down $14,187 (-86%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2018

Assets$111,576
Liabilities-
Net Assets$111,576
Open 2018 Filing

Operations Trend

Revenue Growth54th 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

2018

Revenue$133,744
Expenses$131,370
Net Income$2,374
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Jan 28, 2019
Return Version
2017v2.2
Gross Receipts
$185,869
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 VARIOUS FINANCIAL NEEDS FOR TEACHERS AND STAFF APPRECIATION, SUPPLIES, FIELD TRIPS AND OTHER PROGRAM NEEDS.$35,508-
PROVIDE FUNDS FOR ASSEMBLIES, CEREMONIES AND AFTER SCHOOL ENRICHMENT PROGRAMS$35,178-
PROVIDE EQUIPMENT TO IMPROVE STUDENT LEARNING OPPORTUNITIES.$22,817-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRICIA JOHNSTONEDirectorPT$0--
DEANNA CARNAHANPresident & CEOPT$0--
TRICIA HODGESTreasurerPT$0--
JULIA EVANSSecretaryPT$0--
SHELLI LIMONCELLIVice PresidentPT$0--
ANDREA MOONTreasurerPT$0--
BOBBIE CHALMERSDirectorPT$0--
KRISTIN FRANKDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Event$47,870$47,870$17,424$30,446
Fall Festival$42,805$42,805$16,456$26,349
Total Events$105,492$105,492$50,027$55,465
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary School
EIN
47-0954500
Phone
9259224768
Address
7504 SANGIOVESE DR, EL DORADO HILLS, CA 95762

Signing Officer

Name
Tyson Bunch
Title
President
Signed
2019-01-28
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 $6017”

Other Expenses.1

“Enrichment programs direct $58325”

Other Expenses.2

“Enrichment programs indirect $35178”

Other Expenses.3

“Enrichment expenses general $28674”

Other Expenses.4

“SUPPLIES $1509”

Other Expenses.5

“BANK CHARGES $1017”

Other Assets.1010

“Inventories - Beginning $2098 Inventories - Ending $9217”

Raw XML Appendix215 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/TitleTxt1President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02098
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09217
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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.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt0131370
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0Lakevieweagles.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0541754
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt076
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0825747
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FESTIVAL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $6017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENRICHMENT PROGRAMS DIRECT $58325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENRICHMENT PROGRAMS INDIRECT $35178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENRICHMENT EXPENSES GENERAL $28674
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $1509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $1017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Inventories - Beginning $2098 Inventories - Ending $9217
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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 Assets.1010
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TYSON BUNCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0470954500
ReturnHeader/Filer/PhoneNum09259224768
ReturnHeader/Filer/USAddress/AddressLine1Txt07504 SANGIOVESE DR
ReturnHeader/Filer/USAddress/CityNm0EL DORADO HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095762
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942664890
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/ReturnTs02019-01-28T11:31:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$111,576
Liabilities
-
Net assets
$111,576
Revenue
$133,744
Expenses
$131,370
Net income
$2,374
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