Civic Intelligence

Lakewood Elementary School PTO Inc.

990EZ • Fiscal year 2018 • EIN 76-0417915

Aug 01, 2017 to Jul 31, 2018 • Filed on Nov 12, 2018

Organization ProfileN/A
15614 Gettysburg DriveTomball, TX 77377

(832) 483-0103

Siviq Scores

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

Liabilities / Assets

95th percentile

1.08x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.14x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

38th percentile

-1.1%

Higher net margin than 38% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

53rd percentile

3.0%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$6,794

Down $8,274 (-55%) from 2016

Net Assets

-$568

No earlier filing loaded for comparison.

Liabilities

Up

$7,362

Up $7,362 from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin38th percentile

Revenue

Up

$52,007

Up $2,961 (+6.0%) from 2016

Expenses

Up

$52,575

Up $2,443 (+4.9%) from 2016

Net Income

Up

-$568

Up $518 (+48%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$40K$20K$0-$20KAssets 2011: $320Liabilities 2011: $02011Assets 2012: $6,230Liabilities 2012: $02012Assets 2013: $15,556Liabilities 2013: $02013Assets 2014: $20,133Liabilities 2014: $02014Assets 2015: $16,154Liabilities 2015: $02015Assets 2016: $15,068Liabilities 2016: $02016Assets 2018: $6,794Liabilities 2018: $7,362Net Assets 2018: -$5682018Assets 2019: $7,214Liabilities 2019: $226Net Assets 2019: $6,9882019Assets 2020: $32,955Liabilities 2020: $02020Assets 2021: $29,511Liabilities 2021: $0Net Assets 2021: $29,5112021Assets 2022: $39,445Liabilities 2022: $0Net Assets 2022: $39,4452022Assets 2023: $1,066Net Assets 2023: $1,0662023Assets 2024: $6,292Liabilities 2024: $02024

Highlighted filing

2018

Assets$6,794
Liabilities$7,362
Net Assets-$568
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

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

$100K$50K$0-$50KRevenue 2011: $46,412Expenses 2011: $50,993Net Income 2011: -$4,5812011Revenue 2012: $74,179Expenses 2012: $68,269Net Income 2012: $5,9102012Revenue 2013: $45,650Expenses 2013: $36,324Net Income 2013: $9,3262013Revenue 2014: $55,893Expenses 2014: $51,316Net Income 2014: $4,5772014Revenue 2015: $45,311Expenses 2015: $49,290Net Income 2015: -$3,9792015Revenue 2016: $49,046Expenses 2016: $50,132Net Income 2016: -$1,0862016Revenue 2018: $52,007Expenses 2018: $52,575Net Income 2018: -$5682018Revenue 2019: $47,911Expenses 2019: $47,149Net Income 2019: $7622019Revenue 2020: $45,643Expenses 2020: $19,901Net Income 2020: $25,7422020Revenue 2021: $29,777Expenses 2021: $33,221Net Income 2021: -$3,4442021Revenue 2022: $65,667Expenses 2022: $56,256Net Income 2022: $9,4112022Revenue 2023: $62,259Expenses 2023: $91,965Net Income 2023: -$29,7062023Revenue 2024: $60,384Expenses 2024: $55,158Net Income 2024: $5,2262024

Highlighted filing

2018

Revenue$52,007
Expenses$52,575
Net Income-$568
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$52,007
Mission and Program Overview

Mission

Support educational resources and tools

Program Services

DescriptionGrantsExpenses
Serve as a source of support and work with teachers staff and the community at large to raise funds to improve our campus educational resources and tools$500-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE VIATORTreasurer-$0--
SHARON GRAEBERPresident-$0--
ANA STABELLVice President-$0--
HOLLY KIDWELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lakewood Elementary Pto
EIN
76-0417915
Address
15614 GETTYSBURG DRIVE, Tomball, TX 77377

Signing Officer

Name
Stephanie Viator
Title
Treasurer
Phone
8324830103
Signed
2018-11-12
Discuss with paid preparer
No

Preparer

Firm
L and L Tax Solutions
Address
13322 CYPRESS PALMS CT, Cypress, TX 77429
Preparer
Thomas Lorato
Phone
7138250741
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOTHER INCOME 75SCHOOL REWARDS 512”

Description of other expenses Part I line 16

“Description AmountADMIN EXPENSES 4,564EDUCATIONAL ADVENTURES 895FUNDRAISER 15,296FAMILY EVENTS 2,603GRADE LEVEL FUNDS 297HOSPITALITY 2,318LANDSCAPING 726MISC 9,558READING PROGRAM 2,488SCHOOL PARTIES/WISHLIST 12,017”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearACCOUNTS PAYABLE 344 344CHANGES IN NET ASSETS/FUND BAL 6,450 7,018”

Raw XML Appendix145 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHANIE VIATOR 3 Officer
IRS990EZ/BooksInCareOfDetail/PhoneNum08324830103
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015614 GETTYSBURG DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tomball
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077377
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06794
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06794
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-568
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06794
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06794
IRS990EZ/GrossReceiptsAmt052007
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0160
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-568
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-568
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE VIATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHARON GRAEBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANA STABELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY KIDWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt050762
IRS990EZ/OtherRevenueTotalAmt0587
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL RESOURCES AND TOOLS
IRS990EZ/PrintingPublicationsPostageAmt01813
IRS990EZ/ProgramServiceRevenueAmt050759
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Serve as a source of support and work with teachers staff and the community at large to raise funds to improve our campus educational resources and tools
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06794
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07362
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052575
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt052007
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt050920
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt051420
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051420
IRS990ScheduleA/Total509Grp/TotalAmt051420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOTHER INCOME 75SCHOOL REWARDS 512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountADMIN EXPENSES 4,564EDUCATIONAL ADVENTURES 895FUNDRAISER 15,296FAMILY EVENTS 2,603GRADE LEVEL FUNDS 297HOSPITALITY 2,318LANDSCAPING 726MISC 9,558READING PROGRAM 2,488SCHOOL PARTIES/WISHLIST 12,017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearACCOUNTS PAYABLE 344 344CHANGES IN NET ASSETS/FUND BAL 6,450 7,018
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE VIATOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08324830103
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEWOOD ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0760417915
ReturnHeader/Filer/USAddress/AddressLine1Txt015614 GETTYSBURG DRIVE
ReturnHeader/Filer/USAddress/CityNm0Tomball
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId003C61DF6911F3A5E1056065D59E893D6A5E06739
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003C61DF6911F3A5E1056065D59E893D6A5E06739
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07992902018316z3455yg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.76.55.249
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTm019:59:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821199636
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L AND L TAX SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013322 CYPRESS PALMS CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cypress
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077429
ReturnHeader/PreparerPersonGrp/PhoneNum07138250741
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS LORATO
ReturnHeader/ReturnTs02018-11-12T19:58:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,794
Liabilities
$7,362
Net assets
-$568
Revenue
$52,007
Expenses
$52,575
Net income
-$568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$6.29$0.00$60.4$55.2$5.23
2023Detailed filing. Detailed filing data is available for this year.$1.07$1.07$62.3$92.0$29.7
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.4$0.00$39.4$65.7$56.3$9.41
2021Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$29.8$33.2$3.44
2020Summary only. Only limited summary data is available for this year.$33.0$0.00$45.6$19.9$25.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.23$6.99$47.9$47.1$0.76
2018Detailed filing. Detailed filing data is available for this year.$6.79$7.36$0.57$52.0$52.6$0.57
2016Summary only. Only limited summary data is available for this year.$15.1$0.00$49.0$50.1$1.09
2015Summary only. Only limited summary data is available for this year.$16.2$0.00$45.3$49.3$3.98
2014Summary only. Only limited summary data is available for this year.$20.1$0.00$55.9$51.3$4.58
2013Summary only. Only limited summary data is available for this year.$15.6$0.00$45.7$36.3$9.33
2012Summary only. Only limited summary data is available for this year.$6.23$0.00$74.2$68.3$5.91
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$46.4$51.0$4.58