Civic Intelligence

Lakeside Elementary PTO

EIN 75-2482202 • 501(c)3 • Coppell, TX

Profile

Educational activities

1100 Village ParkwayCoppell, TX 75019

www.lakesidepto.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

86th percentile

44%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$83,094

Up $25,430 (+44%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$83,094

Up $25,430 (+44%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin84th percentile

Revenue

Up

$73,919

Up $7,268 (+11%) from 2023

Expenses

Down

$48,489

Down $5,310 (-9.9%) from 2023

Net Income

Up

$25,430

Up $12,578 (+98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$100K$50K$0Assets 2010: $7,950Net Assets 2010: $7,9502010Assets 2011: $10,018Liabilities 2011: $02011Assets 2012: $6,762Net Assets 2012: $6,7622012Assets 2013: $22,495Liabilities 2013: $02013Assets 2014: $37,361Net Assets 2014: $37,3612014Assets 2015: $51,976Net Assets 2015: $51,9762015Assets 2016: $72,373Net Assets 2016: $72,3732016Assets 2017: $15,721Net Assets 2017: $15,7212017Assets 2018: $22,067Net Assets 2018: $22,0672018Assets 2019: $33,703Net Assets 2019: $33,7032019Assets 2020: $39,252Net Assets 2020: $39,2522020Assets 2021: $34,888Net Assets 2021: $34,8882021Assets 2022: $44,812Liabilities 2022: $02022Assets 2023: $57,664Liabilities 2023: $0Net Assets 2023: $57,6642023Assets 2024: $83,094Liabilities 2024: $0Net Assets 2024: $83,0942024

Highlighted filing

2024

Assets$83,094
Liabilities$0
Net Assets$83,094
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2010: $88,644Expenses 2010: $91,939Net Income 2010: -$3,2952010Revenue 2011: $88,494Expenses 2011: $86,426Net Income 2011: $2,0682011Revenue 2012: $91,497Expenses 2012: $94,753Net Income 2012: -$3,2562012Revenue 2013: $107,345Expenses 2013: $91,612Net Income 2013: $15,7332013Revenue 2014: $121,005Expenses 2014: $106,139Net Income 2014: $14,8662014Revenue 2015: $98,906Expenses 2015: $84,291Net Income 2015: $14,6152015Revenue 2016: $94,777Expenses 2016: $74,380Net Income 2016: $20,3972016Revenue 2017: $63,595Expenses 2017: $120,246Net Income 2017: -$56,6512017Revenue 2018: $76,565Expenses 2018: $70,219Net Income 2018: $6,3462018Revenue 2019: $80,237Expenses 2019: $68,601Net Income 2019: $11,6362019Revenue 2020: $57,402Expenses 2020: $51,853Net Income 2020: $5,5492020Revenue 2021: $27,704Expenses 2021: $32,068Net Income 2021: -$4,3642021Revenue 2022: $55,291Expenses 2022: $45,367Net Income 2022: $9,9242022Revenue 2023: $66,651Expenses 2023: $53,799Net Income 2023: $12,8522023Revenue 2024: $73,919Expenses 2024: $48,489Net Income 2024: $25,4302024

Highlighted filing

2024

Revenue$73,919
Expenses$48,489
Net Income$25,430
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$83,094
Liabilities
$0
Net assets
$83,094
Revenue
$73,919
Expenses
$48,489
Net income
$25,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.74$0.48$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.67$0.54$0.13
2022Summary only. Only limited summary data is available for this year.$0.45$0.00$0.55$0.45$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.28$0.32$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.57$0.52$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.80$0.69$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$0.77$0.70$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.16$0.64$1.20$0.57
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.95$0.74$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.99$0.84$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.21$1.06$0.15
2013Summary only. Only limited summary data is available for this year.$0.22$0.00$1.07$0.92$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.07$0.91$0.95$0.03
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.88$0.86$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.89$0.92$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 22, 2025
Return Version
2023v6.0
Gross Receipts
$87,896
Mission and Program Overview

Mission

Educational activities

Program Services

DescriptionGrantsExpenses
Hospitality, classroom supplies, parties, and teacher gifts-$19,313
Gifts to the School for Field Trips and Staff Development-$17,727
Field Day, Outdoor Learning Center, and other programs that directly benefit approximately 400 students of Lakeside Elementary-$7,783
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan PervierPresidentPT$0--
Holly ChakaVice PresidentPT$0--
Julianne WhitleyTreasurer-$0--
Dina MistrySecretary-$0--
Brandi RaglandParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$13,867$13,867$4,509$9,358
Fun Run$13,418$13,418$4,251$9,167
Total Events$48,474$48,474$8,788$39,686
Filing and Contact Details

Filer

Filer Name
Lakeside Elementary PTO
EIN
75-2482202
Address
1100 Village Parkway, Coppell, TX 75019

Signing Officer

Name
Julianne Whitley
Title
Treasurer
Phone
2144967600
Signed
2025-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Janice K Singer CPA
Address
733 Armstrong Blvd, Coppell, TX 75019
Preparer
Janice K Singer CPA
Phone
9729653021
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Educational Grantee Lakeside Elementary Street 1100 Village Parkway City, State, Zip Coppell, TX 75019Amount 17,727”

Description of other expenses Part I line 16

“Description AmountCredit Card Processing Fees 2,592Field Day 5,333Health & Safety Programs 140Hospitality - Food & Beverage 4,455Programs 2,170Gifts to Faculty & Staff 330Classroom Supplies 3,824Information Technology 22Sales Tax 456Miscellaneous 200Class Funds Expense 8,122Fifth Grade Celebration 2,583Parade 140”

Description of other assets Part II line 24

“Category Beginning of Year End of YearReceivable 84 0”

Raw XML Appendix188 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/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057664
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Megan Pervier
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julianne Whitley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dina Mistry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Brandi Ragland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt084
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt030367
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Field Day, Outdoor Learning Center, and other programs that directly benefit approximately 400 students of Lakeside Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Hospitality, classroom supplies, parties, and teacher gifts
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Gifts to the School for Field Trips and Staff Development
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07783
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119313
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt217727
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010423
IRS990EZ/SpecialEventsNetIncomeLossAmt043021
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt073919
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lakesidepto.com
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Educational Grantee Lakeside Elementary Street 1100 Village Parkway City, State, Zip Coppell, TX 75019Amount 17,727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountCredit Card Processing Fees 2,592Field Day 5,333Health & Safety Programs 140Hospitality - Food & Beverage 4,455Programs 2,170Gifts to Faculty & Staff 330Classroom Supplies 3,824Information Technology 22Sales Tax 456Miscellaneous 200Class Funds Expense 8,122Fifth Grade Celebration 2,583Parade 140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearReceivable 84 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julianne Whitley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02144967600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakeside Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0752482202
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 Village Parkway
ReturnHeader/Filer/USAddress/CityNm0Coppell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075019
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352213100
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Janice K Singer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0733 Armstrong Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coppell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075019
ReturnHeader/PreparerPersonGrp/PhoneNum09729653021
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janice K Singer CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-16T13:46:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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