Civic Intelligence

Lakewood Elementary School PTO Inc.

990EZ • Fiscal year 2019 • EIN 76-0417915

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 10, 2019

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

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-7.9%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$7,214

Up $420 (+6.2%) from 2018

Net Assets

Up

$6,988

Up $7,556 (+1330%) from 2018

Liabilities

Down

$226

Down $7,136 (-97%) from 2018

Revenue

Down

$47,911

Down $4,096 (-7.9%) from 2018

Expenses

Down

$47,149

Down $5,426 (-10%) from 2018

Net Income

Up

$762

Up $1,330 (+234%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$7,214
Liabilities$226
Net Assets$6,988

Operations Trend

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

2019

Revenue$47,911
Expenses$47,149
Net Income$762
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 10, 2019
Return Version
2018v3.1
Gross Receipts
$88,830
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-$88,068
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELLE FARRELLPresident-$0--
AMY FAULKVice President-$0--
HOLLY KIDWELLSecretary-$0--
STEPHANIE VIATORTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wildcat Olym$23,364$23,364-$23,364
Fall Fundrai$20,316$20,316$5,273$15,043
Total Events$81,553$81,553$33,477$48,076
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
2019-11-10
Discuss with paid preparer
No

Preparer

Firm
L and L Tax Solutions
Address
13322 CYPRESS PALMS COURT, Cypress, TX 77429
Preparer
Thomas Lorato
Phone
8329289156
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountSCHOOL REWARDS INCOME - AMAZON SMIL 151SCHOOL REWARDS INCOME - KROGER 603OTHER INCOME 173

Description of other expenses Part I line 16

Description AmountADMINISTRATIVE EXPENSE 4,754TAX RETURN PREPARATION 200FAMILY EVENTS EXPENSE 3,752GRADE LEVEL FUNDS EXPENSE 4,547HOSPITALITY 2,391LANDSCAPING 117MISC 19,239READING PROGRAM 1,726WISH LIST EXPENSES 8,428

Other changes in net assets or fund balances Part I line 20

Description AmountPRIOR PERIOD ADJUSTMENT 6,794

Description of total liabilities Part II line 26

Category Beginning of Year End of YearACCOUNTS PAYABLE 344 0CHANGES IN NET ASSETS/FUND BAL 7,018 226

Raw XML Appendix176 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tomball
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE VIATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990EZ/OtherExpensesTotalAmt045154
IRS990EZ/OtherRevenueTotalAmt0927
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IRS990EZ/PrintingPublicationsPostageAmt01995
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSCHOOL REWARDS INCOME - AMAZON SMIL 151SCHOOL REWARDS INCOME - KROGER 603OTHER INCOME 173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountADMINISTRATIVE EXPENSE 4,754TAX RETURN PREPARATION 200FAMILY EVENTS EXPENSE 3,752GRADE LEVEL FUNDS EXPENSE 4,547HOSPITALITY 2,391LANDSCAPING 117MISC 19,239READING PROGRAM 1,726WISH LIST EXPENSES 8,428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPRIOR PERIOD ADJUSTMENT 6,794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearACCOUNTS PAYABLE 344 0CHANGES IN NET ASSETS/FUND BAL 7,018 226
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE VIATOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08324830103
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-10
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
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ReturnHeader/FilingSecurityInformation/IPDt02019-11-10
ReturnHeader/FilingSecurityInformation/IPTm021:02:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L AND L TAX SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013322 CYPRESS PALMS COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cypress
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077429
ReturnHeader/PreparerPersonGrp/PhoneNum08329289156
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS LORATO
ReturnHeader/ReturnTs02019-11-10T21:01:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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Filings