Civic Intelligence

Lakeshore Elementary Parent Teacher

990EZ • Fiscal year 2017 • EIN 56-2152393

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 15, 2018

252 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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2017 filings • NTEE B94 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

104%

Faster asset growth than 94% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-14%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • NTEE B94 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$34,900

Up $17,780 (+104%) from 2016

Net Assets

Up

$34,900

Up $17,780 (+104%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$92,289

Down $15,171 (-14%) from 2016

Expenses

Down

$74,509

Down $80,501 (-52%) from 2016

Net Income

Up

$17,780

Up $65,330 (+137%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$34,900
Liabilities-
Net Assets$34,900

Operations Trend

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

2017

Revenue$92,289
Expenses$74,509
Net Income$17,780
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 15, 2018
Return Version
2016v3.0
Gross Receipts
$133,761
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-$72,880
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENETTE ROMPFPresidentPT$0--
KRISTEN RICEVice PresidentPT$0--
LESLIE LAGALASecretaryPT$0--
JENNIFER DILORENZOTreasurerPT$0--
ALLISA CONLINBoard MemberPT$0--
SYLVIA DIAZVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fitness Fun$47,032$47,032$15,417$31,615
Picnic in the Park$23,147$23,147$8,349$14,798
Total Events$130,024$130,024$41,472$88,552
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
Jennette Rompf
Title
President
Phone
7046605970
Signed
2018-01-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 16

BANK SERVICE FEES 82.

Form 990EZ, Part I, Line 16

INSURANCE EXPENSE 465.

Form 990EZ, Part I, Line 16

OFFICE SUPPLIES 782.

Form 990EZ, Part I, Line 16

Program expenses (clubs, book fair and playground improvements) 72880.

Raw XML Appendix178 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENETTE ROMPF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN RICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LESLIE LAGALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER DILORENZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALLISA CONLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SYLVIA DIAZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074209
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/ProgramServiceRevenueAmt00
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/ProgramServiceExpensesAmt072880
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041472
IRS990EZ/SpecialEventsNetIncomeLossAmt088552
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074509
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IRS990EZ/TotalRevenueAmt092289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011188
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021617
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt035
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0133741
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IRS990ScheduleA/Total509Grp/TotalAmt0381888
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FITNESS FUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PICNIC IN THE PARK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023147
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt059845
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047032
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08349
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt09
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK SERVICE FEES 82.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE EXPENSE 465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICE SUPPLIES 782.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES (CLUBS, BOOK FAIR AND PLAYGROUND IMPROVEMENTS) 72880.
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNETTE ROMPF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07046605970
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKESHORE ELEMENTARY PARENT TEACHER
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0562152393
ReturnHeader/Filer/PhoneNum07046605970
ReturnHeader/Filer/USAddress/AddressLine1Txt0252 LAKESHORE SCHOOL ROAD
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
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ReturnHeader/FilingSecurityInformation/IPDt02018-01-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm007:13:22
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/PreparationDt02018-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES COREY
ReturnHeader/ReturnTs02018-01-19T07:13:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings