Civic Intelligence

Lakeview Elementary-Parent-Teacher Organization

990EZ • Fiscal year 2014 • EIN 58-1557016

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 17, 2014

Organization ProfileN/A
6211 Saundersville Road37122

(615) 758-5619

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

97th percentile

477%

Faster asset growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$45,058

Up $37,251 (+477%) from 2013

Net Assets

Up

$45,058

Up $37,251 (+477%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin89th percentile

Revenue

Up

$88,855

Up $16,684 (+23%) from 2013

Expenses

Down

$51,604

Down $23,783 (-32%) from 2013

Net Income

Up

$37,251

Up $40,467 (+1258%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

2014

Assets$45,058
Liabilities$0
Net Assets$45,058
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

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

2014

Revenue$88,855
Expenses$51,604
Net Income$37,251
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 17, 2014
Return Version
2013v3.0
Gross Receipts
$113,727
Mission and Program Overview

Mission

To raise funds for the benefit of lakeview elementary school

Program Services

DescriptionGrantsExpenses
TO BENEFIT LAKEVIEW ELEMENTARY SCHOOL BY RAISING FUNDS FOR SCHOOL NEEDS SUCH AS PLAYGROUND EQUIPMENT, BEAUTIFICATION, SECURITY, CLASSROOM & STUDENT NEEDS, ETC.$37,684$13,386
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA ISBELLPresident-$0--
ANGELA BUTLERVice President-$0--
TINA HAMILTONTreasurer-$0--
FELICIA PHILBINAsst. Treasurer-$0--
AMY CHICKRecording Secretary-$0--
LEILA WIGGINSCorresponding Secretary-$0--
MISTY HAMPTONParliamentarian-$0--
RACHEL KNIPMEYERHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$29,611$29,611$10,188$19,423
Event 1$21,071$21,071$100$20,971
Total Events$108,403$108,403$24,872$83,531
Filing and Contact Details

Filer

EIN
58-1557016
Phone
6157585619

Signing Officer

Name
Tina Hamilton
Title
Treasurer
Phone
6157585619
Signed
2014-07-17
Discuss with paid preparer
Yes

Preparer

Preparer
Lynette B Ruegercpa
Phone
6154492334
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 40.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: classroom expenses. Grantee name: lakeview elementary. Grantee address: 6211 saundersville rd mt juliet, tn 37122. Property description: cash. Amount given: 4,148.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: school needs. Grantee name: lakeview elementary. Grantee address: 6211 saundersville rd mt juliet, tn 37122. Property description: cash. Amount given: 5,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: seminars & conferences. Grantee name: lakeview elementary. Grantee address: 6211 saundersville rd mt juliet, tn 37122. Property description: cash. Amount given: 993.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: technology needs. Grantee name: lakeview elementary. Grantee address: 6211 saundersville rd mt juliet, tn 37122. Property description: cash. Amount given: 11,757.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: playground. Grantee name: lakeview elementary. Grantee address: 6211 saundersville rd mt juliet, tn 37122. Property description: cash. Amount given: 3,694.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: printing/copier. Grantee name: lakeview elementary. Grantee address: 6211 saundersville rd mt juliet, tn 37122. Property description: cash. Amount given: 7,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: library. Grantee name: lakeview elementary. Grantee address: 6211 saundersville rd mt juliet, tn 37122. Property description: cash. Amount given: 4,592. Total included on form 990-ez, line 10: 37,684.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: 5th grade party. Amount: 1,259. Description: accelerated reader. Amount: 1,313. Description: beautification. Amount: 1,275. Description: hospitality. Amount: 3,241. Description: insurance. Amount: 218. Description: programs. Amount: 1,525. Description: sunshine fund. Amount: 1,554. Description: dues & fees. Amount: 80. Description: health & safety. Amount: 155. Description: pto expenses. Amount: 189. Description: field day. Amount: 850. Description: weekly reader. Amount: 1,098. Description: miscellaneous. Amount: 200. Description: field trip fund. Amount: 30. Description: related arts/field trip. Amount: 390. Total to form 990-ez, line 16: 13,377.”

Raw XML Appendix228 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/City0MT JULIET
IRS990EZ/BooksInCareOfDetail/USAddress/State0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode037122
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA ISBELL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RACHEL KNIPMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST. TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDING SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HISTORIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt013377
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE BENEFIT OF LAKEVIEW ELEMENTARY SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt09
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO BENEFIT LAKEVIEW ELEMENTARY SCHOOL BY RAISING FUNDS FOR SCHOOL NEEDS SUCH AS PLAYGROUND EQUIPMENT, BEAUTIFICATION, SECURITY, CLASSROOM & STUDENT NEEDS, ETC.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00060
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CLASSROOM EXPENSES. GRANTEE NAME: LAKEVIEW ELEMENTARY. GRANTEE ADDRESS: 6211 SAUNDERSVILLE RD MT JULIET, TN 37122. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 4,148.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOOL NEEDS. GRANTEE NAME: LAKEVIEW ELEMENTARY. GRANTEE ADDRESS: 6211 SAUNDERSVILLE RD MT JULIET, TN 37122. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SEMINARS & CONFERENCES. GRANTEE NAME: LAKEVIEW ELEMENTARY. GRANTEE ADDRESS: 6211 SAUNDERSVILLE RD MT JULIET, TN 37122. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 993.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: TECHNOLOGY NEEDS. GRANTEE NAME: LAKEVIEW ELEMENTARY. GRANTEE ADDRESS: 6211 SAUNDERSVILLE RD MT JULIET, TN 37122. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 11,757.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: PLAYGROUND. GRANTEE NAME: LAKEVIEW ELEMENTARY. GRANTEE ADDRESS: 6211 SAUNDERSVILLE RD MT JULIET, TN 37122. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,694.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: PRINTING/COPIER. GRANTEE NAME: LAKEVIEW ELEMENTARY. GRANTEE ADDRESS: 6211 SAUNDERSVILLE RD MT JULIET, TN 37122. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: LIBRARY. GRANTEE NAME: LAKEVIEW ELEMENTARY. GRANTEE ADDRESS: 6211 SAUNDERSVILLE RD MT JULIET, TN 37122. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 4,592. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 37,684.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: 5TH GRADE PARTY. AMOUNT: 1,259. DESCRIPTION: ACCELERATED READER. AMOUNT: 1,313. DESCRIPTION: BEAUTIFICATION. AMOUNT: 1,275. DESCRIPTION: HOSPITALITY. AMOUNT: 3,241. DESCRIPTION: INSURANCE. AMOUNT: 218. DESCRIPTION: PROGRAMS. AMOUNT: 1,525. DESCRIPTION: SUNSHINE FUND. AMOUNT: 1,554. DESCRIPTION: DUES & FEES. AMOUNT: 80. DESCRIPTION: HEALTH & SAFETY. AMOUNT: 155. DESCRIPTION: PTO EXPENSES. AMOUNT: 189. DESCRIPTION: FIELD DAY. AMOUNT: 850. DESCRIPTION: WEEKLY READER. AMOUNT: 1,098. DESCRIPTION: MISCELLANEOUS. AMOUNT: 200. DESCRIPTION: FIELD TRIP FUND. AMOUNT: 30. DESCRIPTION: RELATED ARTS/FIELD TRIP. AMOUNT: 390. TOTAL TO FORM 990-EZ, LINE 16: 13,377.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA HAMILTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06157585619
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKEVIEW ELEMENTARY PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0581557016
ReturnHeader/Filer/PhoneNum06157585619
ReturnHeader/Filer/USAddress/AddressLine106211 SAUNDERSVILLE ROAD
ReturnHeader/Filer/USAddress/City0MT JULIET
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode037122
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620713250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KRAFTCPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10105 BAY COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LEBANON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode037087
ReturnHeader/PreparerPersonGrp/PhoneNum06154492334
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNETTE B RUEGERCPA
ReturnHeader/ReturnTs02014-07-28T13:46:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,058
Liabilities
$0
Net assets
$45,058
Revenue
$88,855
Expenses
$51,604
Net income
$37,251
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