Liabilities / Assets
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Lakeshore Elementary Parent Teacher
EIN 56-2152393 • 501(c)3 • Mooresville, NC
Profile
See organization's primary exempt purpose
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
25th percentile
Faster revenue growth than 25% of similar nonprofits.
Balance Sheet
Assets
Down$29,183
Down $17,058 (-37%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Down$29,183
Down $17,058 (-37%) from 2024
Revenue
Down$39,418
Down $17,023 (-30%) from 2024
Expenses
Down$56,476
Down $3 (-0.0%) from 2024
Net Income
Down-$17,058
Down $17,020 (-44789%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $29,183
- Liabilities
- $0
- Net assets
- $29,183
- Revenue
- $39,418
- Expenses
- $56,476
- Net income
- -$17,058
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 12, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $76,866
Mission and Program Overview
Mission
To promote the educational welfare of the students at lakeshore elementary school and allow parents and teachers to work together in educating our children
See organization's primary exempt purpose
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROMOTE THE EDUCATIONAL WELFARE OF THE STUDENTS AT LAKESHORE ELEMENTARY SCHOOL AND ALLOW PARENTS AND TEACHERS TO WORK TOETHER IN EDUCATING OUR CHILDREN. | $0 | $52,001 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LAUREN DILLON | President | PT | $0 | - | - |
| HEIDI WILDE | Vice President | PT | $0 | - | - |
| WHITNEY LOWE | Secretary | PT | $0 | - | - |
| JEN EVANS | Board Member | PT | $0 | - | - |
| KASSANDRA STOCKAMP | Treasurer | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fun Run | $49,902 | $49,902 | $15,942 | $33,960 |
| Sweethearts Dance | $12,647 | $12,647 | $2,474 | $10,173 |
| Total Events | $75,689 | $75,689 | $37,448 | $38,241 |
Filing and Contact Details
Filer
- Filer Name
- Lakeshore Elementary Parent Teacher
- EIN
- 56-2152393
- Phone
- 7046605970
- Address
- 252 LAKESHORE SCHOOL ROAD, MOORESVILLE, NC 28117
Signing Officer
- Name
- Lauren Dillon
- Title
- President
- Phone
- 7046605970
- Signed
- 2025-11-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Martin Starnes & Associates Cpas Pa
- Address
- 730 13TH AVENUE DR SE, HICKORY, NC 28602-5196
- Preparer
- John B Whitley Ii Cpacfp
- Phone
- 8283272727
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: other income. Amount: 1,177.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: insurance expense. Amount: 465. Description: program expense - sales tax paid. Amount: 925. Description: program expense - staff reimbursements. Amount: 17,081. Description: program expense - grade level grants. Amount: 2,711. Description: program expense - clubs. Amount: 251. Description: program expense - stem. Amount: 672. Description: program expense - school beautification. Amount: 30,359. Total to form 990-ez, line 16: 52,464.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: other assets. Beg. Of year amount: 25. End of year amount: 25.”
Raw XML Appendix202 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MOORESVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28117 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 46216 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 29158 |
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| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -17058 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1500 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 46241 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 29183 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 75689 |
| IRS990EZ/GrossReceiptsAmt | 0 | 76866 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 46241 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 29183 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 46241 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 29183 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | WHITNEY LOWE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JEN EVANS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KASSANDRA STOCKAMP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 25 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 25 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 52464 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1177 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE ORGANIZATION'S PRIMARY EXEMPT PURPOSE |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2512 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROMOTE THE EDUCATIONAL WELFARE OF THE STUDENTS AT LAKESHORE ELEMENTARY SCHOOL AND ALLOW PARENTS AND TEACHERS TO WORK TOETHER IN EDUCATING OUR CHILDREN. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 52001 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 37448 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 38241 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 56476 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 52001 |
| IRS990EZ/TotalRevenueAmt | 0 | 39418 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationOtherInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1200 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1421 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 15387 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 18008 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 18 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 97 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 79 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 69 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 263 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 78043 |
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| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 79610 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 77323 |
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| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 354634 |
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| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 69 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 263 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00070 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00080 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
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| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99920 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 377715 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 80041 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 49752 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 377715 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 78043 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 377978 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FUN RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | SWEETHEARTS DANCE |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: OTHER INCOME. AMOUNT: 1,177. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 465. DESCRIPTION: PROGRAM EXPENSE - SALES TAX PAID. AMOUNT: 925. DESCRIPTION: PROGRAM EXPENSE - STAFF REIMBURSEMENTS. AMOUNT: 17,081. DESCRIPTION: PROGRAM EXPENSE - GRADE LEVEL GRANTS. AMOUNT: 2,711. DESCRIPTION: PROGRAM EXPENSE - CLUBS. AMOUNT: 251. DESCRIPTION: PROGRAM EXPENSE - STEM. AMOUNT: 672. DESCRIPTION: PROGRAM EXPENSE - SCHOOL BEAUTIFICATION. AMOUNT: 30,359. TOTAL TO FORM 990-EZ, LINE 16: 52,464. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: OTHER ASSETS. BEG. OF YEAR AMOUNT: 25. END OF YEAR AMOUNT: 25. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LAUREN DILLON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7046605970 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LAKESHORE ELEMENTARY PARENT TEACHER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 562152393 |
| ReturnHeader/Filer/PhoneNum | 0 | 7046605970 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 252 LAKESHORE SCHOOL ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MOORESVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28117 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 561761202 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MARTIN STARNES & ASSOCIATES CPAS PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 730 13TH AVENUE DR SE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HICKORY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 286025196 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8283272727 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN B WHITLEY II CPACFP |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T11:52:48-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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