Civic Intelligence

Lighthouse Elem Beacon Cove Interm Sch PTO

990 • Fiscal year 2020 • EIN 65-0142768

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

4750 Dakota DrJupiter, FL 33458

(561) 741-9400

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

38th percentile

-0.8%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-1.6%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

-10%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$82,530

Down $1,340 (-1.6%) from 2019

Net Assets

Down

$82,530

Down $1,340 (-1.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$65,756

Down $7,549 (-10%) from 2019

Expenses

Down

$66,314

Down $22,864 (-26%) from 2019

Net Income

Up

-$558

Up $15,315 (+96%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $48,777Liabilities 2011: $0Net Assets 2011: $48,7772011Assets 2012: $61,271Liabilities 2012: $0Net Assets 2012: $61,2712012Assets 2013: $62,181Liabilities 2013: $0Net Assets 2013: $62,1812013Assets 2014: $91,430Liabilities 2014: $0Net Assets 2014: $91,4302014Assets 2015: $86,223Liabilities 2015: $797Net Assets 2015: $85,4262015Assets 2016: $106,091Liabilities 2016: $519Net Assets 2016: $105,5722016Assets 2017: $102,190Liabilities 2017: $0Net Assets 2017: $102,1902017Assets 2018: $110,345Liabilities 2018: $0Net Assets 2018: $110,3452018Assets 2019: $83,870Liabilities 2019: $0Net Assets 2019: $83,8702019Assets 2020: $82,530Liabilities 2020: $0Net Assets 2020: $82,5302020Assets 2021: $118,759Net Assets 2021: $118,7592021Assets 2022: $154,724Net Assets 2022: $154,7242022Assets 2023: $197,121Liabilities 2023: $0Net Assets 2023: $197,1212023Assets 2024: $211,352Liabilities 2024: $0Net Assets 2024: $211,3522024

Highlighted filing

2020

Assets$82,530
Liabilities$0
Net Assets$82,530

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $106,9422011Revenue 2012: $93,257Expenses 2012: $80,763Net Income 2012: $12,4942012Expenses 2013: $86,3662013Revenue 2014: $114,659Expenses 2014: $101,729Net Income 2014: $12,9302014Revenue 2015: $92,210Expenses 2015: $97,366Net Income 2015: -$5,1562015Revenue 2016: $106,681Expenses 2016: $87,509Net Income 2016: $19,1722016Revenue 2017: $77,242Expenses 2017: $81,585Net Income 2017: -$4,3432017Revenue 2018: $98,740Expenses 2018: $90,584Net Income 2018: $8,1562018Revenue 2019: $73,305Expenses 2019: $89,178Net Income 2019: -$15,8732019Revenue 2020: $65,756Expenses 2020: $66,314Net Income 2020: -$5582020Revenue 2021: $46,733Expenses 2021: $10,504Net Income 2021: $36,2292021Revenue 2022: $53,298Expenses 2022: $17,333Net Income 2022: $35,9652022Revenue 2023: $84,693Expenses 2023: $42,296Net Income 2023: $42,3972023Revenue 2024: $112,166Expenses 2024: $97,935Net Income 2024: $14,2312024

Highlighted filing

2020

Revenue$65,756
Expenses$66,314
Net Income-$558
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$158,954
Mission and Program Overview

Mission

Provide assistance for education in the public schools, specifically, Lighthouse Elementary School Beacon Cove Intermediate School

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$83,888$82,530▼ $1,358
Cash and Non-Interest-Bearing Accounts$76,430$69,333▼ $7,097
Inventories for Sale or Use$6,658$13,197▲ $6,539
Prepaid Expenses and Deferred Charges$800--
Total Assets$83,888$82,530▼ $1,358
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$83,888$82,530▼ $1,358
Total Liabilities and Net Assets / Fund Balance$83,888$82,530▼ $1,358

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$600$600
Compensation and Service Providers

Board Members and Trustees

NameTitle
Talia SampsonPresident-BCI LHE
Milissa WalkerVice-President - BCI
Jaclyn Baltimore-WhippsVice-President - LHE
Katy FisherVice-President -LHE BCI
Nikki SodaBusiness Ptnr Coor LHE
Sherri ChisariBusiness Ptnr Coord-BCI
Jane WintersFaculty Appointee
Karen BarryMember at Large
Kelly WandroffMember at Large
Sara ConnollySecretary - BCI
Gissela BiganskiSecretary - LHE
Sara RaganTreasurer - BCI
Christel McIntoshTreasurer - LHE
Natalie D'AbateVol Coordinator
Mandy YannielloVP-lhe
Revenue and Support

Revenue Composition

Contributions and Grants
$9,496
Program Service Revenue
$10,657
Investment Income
$14
Other Revenue
$45,589
Change in Net Assets
$-558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,314
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$61,706--$61,706
Other Expenses-$2,143-$2,143
Office Expenses-$1,245-$1,245
Insurance-$1,150-$1,150
Total Functional Expenses$61,706$4,608$0$66,314
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,029
Fundraising Direct Expenses$58,689
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sweetheart Dance$23,506$23,506$2,224$21,282
Fun Fair$21,527$18,027$16,280$1,747
Total Events$74,029$67,029$58,564$8,465
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6

The members do not elect additional members, but rather, any parent of a student in the supported school is welcome to become a member of the organization. The members elect the officers of the organization.

Form 990, Part VI, Line 7B

A vote by the members of the organziation are required to approve any proposed changes to the bylaws. In addition, the members elect the officers of the organization.

Form 990, Part VI, Line 11

Prior to the filing of the Form 990, a copy of the 990 is provided to each board member for their review. The tax return is not filed until it is approved by the board.

Form 990, Part VI, Line 19

Upon request, the tax return, as well as the bylaws are available to the public

Filing and Contact Details

Filer

Filer Name
Lighthouse Elem-Beacon Cove Interm Sch PTO
EIN
65-0142768
Phone
5617419400
Address
4750 Dakota Dr, Jupiter, FL 33458

Signing Officer

Name
Christel McIntosh
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Fl
Voting Board Members
50
Independent Board Members
50
Employees
0

Preparer

Preparer
Jill E Rippe
Phone
5617478630
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

All other expenses are used to subsidize educational activities at each school.

Form 990, Part XI, Line 9

The PTO is no longer affiliated with the Boy Scout Troop that uses the school for a meeting place. The Boy Scout Troop has not reported their income or expenses to the PTO in a timely manner. No activity from this troop is reported on this tax return.The adjustment is to remove the cash balance in the Boy Scouts checking account from the balance sheet.

Form 990, Part III, Line 3

The PTO is no longer affiliated with the Boy Scout Troop that uses the school for a meeting place. The Boy Scout Troop has not reported their income or expenses to the PTO in a timely manner. No activity from this troop is reported on this tax return.

Form 990, Part X, Line 1

Beginning Cash Balance has been adjusted for a check written during the prior tax year that was voided in the current tax year. The beginning balance per this return is 18 higher than the ending balance reported on the 2018 tax return.

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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt037249
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01245
IRS990/OfficeExpensesGrp/TotalAmt01245
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Corp Filing Fee
IRS990/OtherExpensesGrp/Desc1Bank Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt070
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12143
IRS990/OtherExpensesGrp/TotalAmt070
IRS990/OtherExpensesGrp/TotalAmt12143
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0800
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Jennifer Coady
IRS990/ProfessionalFundraisingInd0true
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IRS990/PYContributionsGrantsAmt016849
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014
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IRS990/PYOtherRevenueAmt048474
IRS990/PYProgramServiceRevenueAmt07968
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IRS990/PYTotalExpensesAmt089178
IRS990/PYTotalRevenueAmt073305
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IRS990/ReconcilationRevenueExpnssAmt0-558
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08497
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0153622
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
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IRS990ScheduleA/InvestmentIncomeCYPct00.00010
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0162001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0173813
IRS990ScheduleA/Total509Grp/TotalAmt0830884
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0173814
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0830934
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0600
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0600
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt07000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058564
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Sweetheart Dance
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Fair
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028996
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018027
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067029
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08465
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011108
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029612
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02224

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.12$0.98$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.85$0.42$0.42
2022Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.53$0.17$0.36
2021Detailed filing. Detailed filing data is available for this year.$1.19$1.19$0.47$0.11$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.66$0.66$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.73$0.89$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.99$0.91$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.77$0.82$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.06$1.07$0.88$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.85$0.92$0.97$0.05
2014Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$1.15$1.02$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.86
2012Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.93$0.81$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$1.07