Civic Intelligence

Lakeshore Elementary Parent Teacher

990EZ • Fiscal year 2016 • EIN 56-2152393

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileN/A
262 Lakeshore School RoadMooresville, NC 28117

(704) 660-5970

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

6th percentile

-44%

Higher net margin than 6% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

2016 filings • NTEE B94 • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-74%

Faster asset growth than 2% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

48%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • NTEE B94 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$17,120

Down $47,550 (-74%) from 2015

Net Assets

Down

$17,120

Down $47,550 (-74%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Up

$107,460

Up $35,011 (+48%) from 2015

Expenses

Up

$155,010

Up $120,622 (+351%) from 2015

Net Income

Down

-$47,550

Down $85,611 (-225%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$80K$60K$40K$20K$0Assets 2015: $64,670Net Assets 2015: $64,6702015Assets 2016: $17,120Net Assets 2016: $17,1202016Assets 2017: $34,900Net Assets 2017: $34,9002017Assets 2018: $40,291Liabilities 2018: $0Net Assets 2018: $40,2912018Assets 2019: $26,525Liabilities 2019: $0Net Assets 2019: $26,5252019Assets 2020: $36,140Liabilities 2020: $0Net Assets 2020: $36,1402020Assets 2021: $37,139Liabilities 2021: $0Net Assets 2021: $37,1392021Assets 2022: $48,088Liabilities 2022: $0Net Assets 2022: $48,0882022Assets 2023: $46,279Liabilities 2023: $0Net Assets 2023: $46,2792023Assets 2024: $46,241Liabilities 2024: $0Net Assets 2024: $46,2412024Assets 2025: $29,183Liabilities 2025: $0Net Assets 2025: $29,1832025

Highlighted filing

2016

Assets$17,120
Liabilities-
Net Assets$17,120
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KRevenue 2015: $72,449Expenses 2015: $34,388Net Income 2015: $38,0612015Revenue 2016: $107,460Expenses 2016: $155,010Net Income 2016: -$47,5502016Revenue 2017: $92,289Expenses 2017: $74,509Net Income 2017: $17,7802017Revenue 2018: $79,170Expenses 2018: $73,779Net Income 2018: $5,3912018Revenue 2019: $61,824Expenses 2019: $75,590Net Income 2019: -$13,7662019Revenue 2020: $45,567Expenses 2020: $35,952Net Income 2020: $9,6152020Revenue 2021: $43,116Expenses 2021: $42,117Net Income 2021: $9992021Revenue 2022: $59,257Expenses 2022: $48,308Net Income 2022: $10,9492022Revenue 2023: $44,835Expenses 2023: $46,644Net Income 2023: -$1,8092023Revenue 2024: $56,441Expenses 2024: $56,479Net Income 2024: -$382024Revenue 2025: $39,418Expenses 2025: $56,476Net Income 2025: -$17,0582025

Highlighted filing

2016

Revenue$107,460
Expenses$155,010
Net Income-$47,550
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$147,795
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

Program Services

DescriptionGrantsExpenses
TO PROMOTE THE EDUCATIONAL WELFARE OF THE STUDENTS AT LAKESHORE ELEMENTARY SCHOOL AND ALLOW PARENTS AND TEACHERS TO WORK TOGETHER IN EDUCATING OUR CHILDREN-$152,911
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENETTE ROMPFPresidentPT$0--
JODI TOLBERTVice PresidentPT$0--
AMY SPEARSecretaryPT$0--
HEATHER UELTSCHITreasurerPT$0--
ANNE MARIE KIRKLANDBoard MemberPT$0--
KRISTEN RICEBoard MemberPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fitness Fun$55,660$55,660-$55,660
Picnic in the Park$19,993$19,993-$19,993
Total Events$122,480$122,480$40,335$82,145
Filing and Contact Details

Filer

Filer Name
Lakeshore Elementary Parent Teacher
EIN
56-2152393
Phone
7046605970
Address
262 LAKESHORE SCHOOL ROAD, MOORESVILLE, NC 28117

Signing Officer

Name
Jennette Rompf
Title
President
Phone
7046605970
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
James B Corey Pa
Address
1000 COPPERFIELD BLVD NE STE 106, CONCORD, NC 28025-2451
Preparer
James B Corey CPA
Phone
7047934707
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“BANK SERVICE FEES 32.”

Form 990EZ, Part I, Line 16

“INSURANCE EXPENSE 465.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 480.”

Form 990EZ, Part I, Line 16

“Program expenses (clubs, book fair and playground improvements) 152911.”

Raw XML Appendix166 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/USAddress/CityNm0MOORESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028117
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0147795
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENETTE ROMPF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JODI TOLBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY SPEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER UELTSCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNE MARIE KIRKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTEN RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0153888
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE EDUCATIONAL WELFARE OF THE STUDENTS AT LAKESHORE ELEMENTARY SCHOOL AND ALLOW PARENTS AND TEACHERS TO WORK TOGETHER IN EDUCATING OUR CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt0368
IRS990EZ/ProgramServiceRevenueAmt014113
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE THE EDUCATIONAL WELFARE OF THE STUDENTS AT LAKESHORE ELEMENTARY SCHOOL AND ALLOW PARENTS AND TEACHERS TO WORK TOGETHER IN EDUCATING OUR CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0152911
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040335
IRS990EZ/SpecialEventsNetIncomeLossAmt082144
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0155010
IRS990EZ/TotalProgramServiceExpensesAmt0152911
IRS990EZ/TotalRevenueAmt0107460
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017900
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0136592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0172660
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt057587
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt057587
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0248147
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0147780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100367
IRS990ScheduleA/Total509Grp/TotalAmt0248147
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0248162
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040335
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt012516
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt08485
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt019334
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt040335
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FITNESS FUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PICNIC IN THE PARK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt046827
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0122480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt046827
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0122480
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt082145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK SERVICE FEES 32.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE EXPENSE 465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE SUPPLIES 480.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES (CLUBS, BOOK FAIR AND PLAYGROUND IMPROVEMENTS) 152911.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNETTE ROMPF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07046605970
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESHORE ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0562152393
ReturnHeader/Filer/PhoneNum07046605970
ReturnHeader/Filer/USAddress/AddressLine1Txt0262 LAKESHORE SCHOOL ROAD
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES B COREY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 COPPERFIELD BLVD NE STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0280252451
ReturnHeader/PreparerPersonGrp/PhoneNum07047934707
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B COREY CPA
ReturnHeader/ReturnTs02016-11-15T06:42:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
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
$17,120
Liabilities
-
Net assets
$17,120
Revenue
$107,460
Expenses
$155,010
Net income
-$47,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.39$0.56$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.56$0.56$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.45$0.47$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.59$0.48$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.43$0.42$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.46$0.36$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.62$0.76$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.79$0.74$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.92$0.75$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.17$1.07$1.55$0.48
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.72$0.34$0.38