Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
98th percentile
Higher top officer pay than 98% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$64,670
No earlier filing loaded for comparison.
Net Assets
$64,670
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$72,449
No earlier filing loaded for comparison.
Expenses
$34,388
No earlier filing loaded for comparison.
Net Income
$38,061
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Oct 23, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $100,367
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
To promote the educational walfare of the students at lakeshore elementry school and allow parents and teachers to work together in educating our children.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROMOTE THE EDUCATIONAL WALFARE OF THE STUDENTS AT LAKESHORE ELEMENTRY SCHOOL AND ALLOW PARENTS AND TEACHERS TO WORK TOGETHER IN EDUCATING OUR CHILDREN. | - | $32,646 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JENETTIE ROMPG | President | PT | $0 | - | - |
| JODI TOLBERT | Vice Preside | PT | $0 | - | - |
| AMY SPEAR | Secretary | PT | $0 | - | - |
| HEATHER UELTSCHI | Treasurer | PT | $0 | - | - |
| ANNE MARIE KIRKLAND | Board Of Director | PT | $0 | - | - |
| KRISTEN RICE | Board Of Director | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fitness Fun Run | $28,487 | $28,487 | - | $28,487 |
| Picnic in the P | $15,158 | $15,158 | - | $15,158 |
| Total Events | $79,280 | $79,280 | $27,918 | $51,362 |
Filing and Contact Details
Filer
- Filer Name
- Lakeshore Elementry Parent Teacher
- EIN
- 56-2152393
- Address
- 262 LAKESHORE DRIVE, MOORESVILLE, NC 28117
Signing Officer
- Name
- Heather Ueltschi
- Title
- Treasurer
- Signed
- 2015-10-23
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Weller & Company
- Address
- 111 W MAIN, PILOT MOUNTAIN, NC 27041-1094
- Preparer
- Richard a Whitley
- Phone
- 3363682209
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Other revenue 410 total 410”
Form 990-ez, Part I, Line 16
“Expenses office 575 information technology 326 conferences/meetings 420 insurance 465 banking fees 123 pto 155 other operating expenses 174 graduation 175 back pack projects 119 book fair 14,143 clubs 1,806 grade level assistance 2,501 school beautification 5,374 staff reimbursements 6,567 teacher appreciation 776 volunteer meeting 63 total 33,762”
Form 990-ez, Part III
“To promote the educational walfare of the students at lakeshore elementry school and allow parents and teachers to work together in educating our children.”
Raw XML Appendix154 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.
| Path | # | Value |
|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | HEATHER UELTSCHI |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7046605970 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 262 LAKESHORE DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MOORESVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28117 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 26609 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 64670 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 6712 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 38061 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 250 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 26609 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 64670 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 79280 |
| IRS990EZ/GrossReceiptsAmt | 0 | 100367 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 23 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 26609 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 64670 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 26609 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 64670 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 352 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JENETTIE ROMPG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JODI TOLBERT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | AMY SPEAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | HEATHER UELTSCHI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ANNE MARIE KIRKLAND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KRISTEN RICE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD OF DIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD OF DIR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 33762 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 410 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE THE EDUCATIONAL WALFARE OF THE STUDENTS AT LAKESHORE ELEMENTRY SCHOOL AND ALLOW PARENTS AND TEACHERS TO WORK TOGETHER IN EDUCATING OUR CHILDREN. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 24 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 13942 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROMOTE THE EDUCATIONAL WALFARE OF THE STUDENTS AT LAKESHORE ELEMENTRY SCHOOL AND ALLOW PARENTS AND TEACHERS TO WORK TOGETHER IN EDUCATING OUR CHILDREN. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 32646 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 27918 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 51362 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 34388 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 32646 |
| IRS990EZ/TotalRevenueAmt | 0 | 72449 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 6712 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 6712 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 36068 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 36068 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 57587 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 57587 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 100367 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 100367 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 100367 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 100367 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 100367 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 27918 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 7283 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt | 0 | 4739 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 12022 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FITNESS FUN RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | PICNIC IN THE P |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 28487 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 15158 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 35635 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 79280 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 28487 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 15158 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 35635 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 79280 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 51362 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 15896 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 15896 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 6 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER REVENUE 410 TOTAL 410 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE 575 INFORMATION TECHNOLOGY 326 CONFERENCES/MEETINGS 420 INSURANCE 465 BANKING FEES 123 PTO 155 OTHER OPERATING EXPENSES 174 GRADUATION 175 BACK PACK PROJECTS 119 BOOK FAIR 14,143 CLUBS 1,806 GRADE LEVEL ASSISTANCE 2,501 SCHOOL BEAUTIFICATION 5,374 STAFF REIMBURSEMENTS 6,567 TEACHER APPRECIATION 776 VOLUNTEER MEETING 63 TOTAL 33,762 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO PROMOTE THE EDUCATIONAL WALFARE OF THE STUDENTS AT LAKESHORE ELEMENTRY SCHOOL AND ALLOW PARENTS AND TEACHERS TO WORK TOGETHER IN EDUCATING OUR CHILDREN. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HEATHER UELTSCHI |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-10-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LAKESHORE ELEMENTRY PARENT TEACHER |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 562152393 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 262 LAKESHORE DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MOORESVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28117 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 271553081 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WELLER & COMPANY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 111 W MAIN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PILOT MOUNTAIN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 270411094 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3363682209 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-10-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RICHARD A WHITLEY |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-10-30T16:35:16-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $64,670
- Liabilities
- -
- Net assets
- $64,670
- Revenue
- $72,449
- Expenses
- $34,388
- Net income
- $38,061