Civic Intelligence

Lakeview Elementary-Parent-Teacher Organization

990EZ • Fiscal year 2024 • EIN 58-1557016

Jul 01, 2023 to Jun 30, 2024 • Filed on May 12, 2025

6211 Saundersville RoadMount Juliet, TN 37122

(615) 975-4822

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

30th percentile

-7.2%

Higher net margin than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-7.1%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$33,561

Down $4,528 (-12%) from 2023

Net Assets

$33,561

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$63,202

Down $4,842 (-7.1%) from 2023

Expenses

Down

$67,730

Down $19,358 (-22%) from 2023

Net Income

Up

-$4,528

Up $14,516 (+76%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $15,681Liabilities 2010: $0Net Assets 2010: $15,6812010Assets 2011: $7,406Liabilities 2011: $0Net Assets 2011: $7,4062011Assets 2012: $11,023Liabilities 2012: $0Net Assets 2012: $11,0232012Assets 2013: $7,807Liabilities 2013: $0Net Assets 2013: $7,8072013Assets 2014: $45,058Liabilities 2014: $0Net Assets 2014: $45,0582014Assets 2015: $42,824Net Assets 2015: $42,8242015Assets 2016: $20,425Liabilities 2016: $48Net Assets 2016: $20,3772016Assets 2017: $50,589Net Assets 2017: $50,5892017Assets 2018: $48,487Liabilities 2018: $02018Assets 2019: $29,331Net Assets 2019: $29,3312019Assets 2020: $19,346Net Assets 2020: $19,3462020Assets 2021: $43,941Net Assets 2021: $43,9412021Assets 2022: $57,133Liabilities 2022: $02022Assets 2023: $38,089Liabilities 2023: $02023Assets 2024: $33,561Net Assets 2024: $33,5612024

Highlighted filing

2024

Assets$33,561
Liabilities-
Net Assets$33,561

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $43,120Expenses 2010: $50,822Net Income 2010: -$7,7022010Revenue 2011: $45,916Expenses 2011: $54,191Net Income 2011: -$8,2752011Revenue 2012: $50,780Expenses 2012: $47,163Net Income 2012: $3,6172012Revenue 2013: $72,171Expenses 2013: $75,387Net Income 2013: -$3,2162013Revenue 2014: $88,855Expenses 2014: $51,604Net Income 2014: $37,2512014Revenue 2015: $90,830Expenses 2015: $93,064Net Income 2015: -$2,2342015Revenue 2016: $104,399Expenses 2016: $126,846Net Income 2016: -$22,4472016Revenue 2017: $72,015Expenses 2017: $41,803Net Income 2017: $30,2122017Revenue 2018: $44,317Expenses 2018: $46,419Net Income 2018: -$2,1022018Revenue 2019: $43,986Expenses 2019: $63,142Net Income 2019: -$19,1562019Revenue 2020: $33,755Expenses 2020: $43,740Net Income 2020: -$9,9852020Revenue 2021: $37,564Expenses 2021: $12,969Net Income 2021: $24,5952021Revenue 2022: $42,909Expenses 2022: $29,717Net Income 2022: $13,1922022Revenue 2023: $68,044Expenses 2023: $87,088Net Income 2023: -$19,0442023Revenue 2024: $63,202Expenses 2024: $67,730Net Income 2024: -$4,5282024

Highlighted filing

2024

Revenue$63,202
Expenses$67,730
Net Income-$4,528
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$93,453
Mission and Program Overview

Mission

To raise funds for the benefit of lakeview elementary school

The mission of lakeview elementary parent teachers organization is to support the teachers, staff and students of lakeview elementary school by providing enhanced educational and social activties for students,teachers and staff.

Program Services

DescriptionGrantsExpenses
EXPENDITURES TO BENEFIT THE STUDENTS, TEACHERS AND STAFF OF LAKEVIEW ELEMENTARY SCHOOL. THESE INCLUDE ENHANCED LEARNING AIDS, SUCH AS ACCELERATED READER AND RENAISSANCE LEARNING LIBRARY, READING AND MATH SUBSCRIPTIONS AND CLASSROOM SUPPLIES.-$64,444
GRANTS TO BENEFIT THE TEACHERS AND STAFF OF LAKEVIEW ELEMENTARY SCHOOL TO SUPPORT CLASSROOM LEARNING, CLASSROOM MATERIALS AND SUPPLIES AND TEACHER AND STAFF MORALE.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY WESTBROOKSPresident-$0--
COURTNEY HEDGEPATHVice Preside-$0--
DEBBIE WELKERTreasurer-$0--
JAMIE GULLENSecretary-$0--
ANDREA MACEAssistant Tr-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Glow Run$30,927$23,427$19,355$4,072
Fall Festival$20,057$7,557$5,777$1,780
Total Events$61,631$35,631$28,692$6,939
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary Parent Teach
EIN
58-1557016
Phone
6159754822
Address
6211 SAUNDERSVILLE ROAD, MOUNT JULIET, TN 37122

Signing Officer

Name
Ashley Westbrooks
Title
President
Phone
6157585619
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Blankenship CPA Group Pllc
Address
2672 NORTH MT JULIET RD, MT JULIET, TN 37122-8015
Preparer
Lawrence H Chlumcpa
Phone
6158891153
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses 595 health & safety 40 office supplies 2,281 total 2,916

Form 990-ez, Part III

The mission of lakeview elementary parent teachers organization is to support the teachers, staff and students of lakeview elementary school by providing enhanced educational and social activties for students,teachers and staff.

Form 990-ez, Part III, Line 31

Expenditures to benefit the students, teachers and staff of lakeview elementary school. These include enhanced learning aids, such as accelerated reader and renaissance learning library, reading and math subscriptions and classroom supplies.

Raw XML Appendix187 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/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02916
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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF LAKEVIEW ELEMENTARY PARENT TEACHERS ORGANIZATION IS TO SUPPORT THE TEACHERS, STAFF AND STUDENTS OF LAKEVIEW ELEMENTARY SCHOOL BY PROVIDING ENHANCED EDUCATIONAL AND SOCIAL ACTIVTIES FOR STUDENTS,TEACHERS AND STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO BENEFIT THE TEACHERS AND STAFF OF LAKEVIEW ELEMENTARY SCHOOL TO SUPPORT CLASSROOM LEARNING, CLASSROOM MATERIALS AND SUPPLIES AND TEACHER AND STAFF MORALE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXPENDITURES TO BENEFIT THE STUDENTS, TEACHERS AND STAFF OF LAKEVIEW ELEMENTARY SCHOOL. THESE INCLUDE ENHANCED LEARNING AIDS, SUCH AS ACCELERATED READER AND RENAISSANCE LEARNING LIBRARY, READING AND MATH SUBSCRIPTIONS AND CLASSROOM SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064444
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 595 HEALTH & SAFETY 40 OFFICE SUPPLIES 2,281 TOTAL 2,916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MISSION OF LAKEVIEW ELEMENTARY PARENT TEACHERS ORGANIZATION IS TO SUPPORT THE TEACHERS, STAFF AND STUDENTS OF LAKEVIEW ELEMENTARY SCHOOL BY PROVIDING ENHANCED EDUCATIONAL AND SOCIAL ACTIVTIES FOR STUDENTS,TEACHERS AND STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENDITURES TO BENEFIT THE STUDENTS, TEACHERS AND STAFF OF LAKEVIEW ELEMENTARY SCHOOL. THESE INCLUDE ENHANCED LEARNING AIDS, SUCH AS ACCELERATED READER AND RENAISSANCE LEARNING LIBRARY, READING AND MATH SUBSCRIPTIONS AND CLASSROOM SUPPLIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06157585619
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW ELEMENTARY PARENT TEACH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
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ReturnHeader/Filer/EIN0581557016
ReturnHeader/Filer/PhoneNum06159754822
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MT JULIET
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ReturnHeader/PreparerPersonGrp/PhoneNum06158891153
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE H CHLUMCPA
ReturnHeader/ReturnTs02025-05-12T14:20:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.63$0.68$0.05
2023Summary only. Only limited summary data is available for this year.$0.38$0.00$0.68$0.87$0.19
2022Summary only. Only limited summary data is available for this year.$0.57$0.00$0.43$0.30$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.44$0.38$0.13$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.19$0.34$0.44$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.29$0.44$0.63$0.19
2018Summary only. Only limited summary data is available for this year.$0.48$0.00$0.44$0.46$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.72$0.42$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$1.04$1.27$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.91$0.93$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.89$0.52$0.37
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.72$0.75$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.51$0.47$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.46$0.54$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.43$0.51$0.08