Civic Intelligence

Lakeview Elementary Parent Teacher Organization

EIN 58-1557016 • 501(c)3 • Mount Juliet, TN

Profile

To raise funds for the benefit of lakeview elementary school

6211 Saundersville RoadMount Juliet, TN 37122

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

33rd percentile

-7.2%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

38th percentile

-12%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

45th percentile

-7.1%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$33,561

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

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$33,561

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

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

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest 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
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,561
Liabilities
-
Net assets
$33,561
Revenue
$63,202
Expenses
$67,730
Net income
-$4,528
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
Latest Filing Detail
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
Top Officer Pay81st percentile

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MOUNT JULIET
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COURTNEY HEDGEPATH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMIE GULLEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02916
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028692
IRS990EZ/SpecialEventsNetIncomeLossAmt06939
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067730
IRS990EZ/TotalProgramServiceExpensesAmt064444
IRS990EZ/TotalRevenueAmt063202
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024121
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0137647
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt094
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt079
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0255
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt06848
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt094
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0255
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093359
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069697
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GLOW RUN
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY WESTBROOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06157585619
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW ELEMENTARY PARENT TEACH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0581557016
ReturnHeader/Filer/PhoneNum06159754822
ReturnHeader/Filer/USAddress/AddressLine1Txt06211 SAUNDERSVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0MOUNT JULIET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037122
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450491842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLANKENSHIP CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02672 NORTH MT JULIET RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MT JULIET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0371228015
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.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits