Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Balance Sheet
Assets
Down$65,629
Down $6,525 (-9.0%) from 2023
Net Assets
Down$65,629
Down $6,525 (-9.0%) from 2023
Liabilities
Flat$0
Flat from 2023
Revenue And Expenses
Revenue
Down$30,361
Down $17,538 (-37%) from 2023
Expenses
Down$36,886
Down $577 (-1.5%) from 2023
Net Income
Down-$6,525
Down $16,961 (-163%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Nov 30, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $62,950
Mission and Program Overview
Mission
Support lakeland prep pto's activites.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| LAKELAND PREP PTO'S ACTIVITIES | - | $35,476 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HEATHER MEDLIN | President | - | $0 | - | - |
| CHASITI WOELFEL | VP Fundraisi | - | $0 | - | - |
| KRISTA YORK | VP Hospitali | - | $0 | - | - |
| LAUREN LEMONS | VP Membershi | - | $0 | - | - |
| ALYSON BOGUE | VP Parental | - | $0 | - | - |
| KAT GROVE | VP Programs | - | $0 | - | - |
| BRENNA SHELANGOSKI | VP Programs | - | $0 | - | - |
| JASMINE BARBEE | VP Fundraisi | - | $0 | - | - |
| URSULA ROMAN | Secretary | - | $0 | - | - |
| CINDI PICKERING | Treasurer | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Gala & Dance Ev | $40,717 | $40,717 | $31,901 | $8,816 |
| Total Events | $40,717 | $40,717 | $31,901 | $8,816 |
Filing and Contact Details
Filer
- Filer Name
- Lakeland Prep Pto
- EIN
- 82-2158381
- Phone
- 6184015388
- Address
- 5020 LIONS CREST DRIVE, LAKELAND, TN 38002
Signing Officer
- Name
- Cindi Pickering
- Title
- Treasurer
- Phone
- 6184015388
- Signed
- 2024-11-30
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Greg Shelton CPA
- Address
- 2855 STAGE VILLAGE CV STE 4, BARTLETT, TN 38134
- Preparer
- Greg Shelton CPA
- Phone
- 9013820557
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Highschool incentive 180 total 180”
Form 990-ez, Part I, Line 16
“Expenses insurance 399 chamber membership 50 miscellaneous 27 secretary of state 21 bank fees 2 banking supplies 132 mailing expenses 38 quicken program 66 holiday faculty lunch 2,030 conference nights 1,179 winter conference nights 1,001 9th grade preview 218 bts luncheon 1,394 cop stop 633 printing 304 teacher appreciation 3,717 membership incentives 414 membership software 2,808 angel tree printing 3,823 book fair 104 homecoming 3,168 lions pride 4,319 md&i 528 tcap treats 1,814 special projects 8,022 total 36,211”
Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CINDI PICKERING |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6184015388 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5020 LIONS CREST DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LAKELAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 38002 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 72154 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 65629 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 8910 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6525 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 675 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 72154 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 65629 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 45480 |
| IRS990EZ/GrossReceiptsAmt | 0 | 62950 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 8380 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 72154 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 65629 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 72154 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 65629 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | HEATHER MEDLIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CHASITI WOELFEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KRISTA YORK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LAUREN LEMONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ALYSON BOGUE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KAT GROVE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BRENNA SHELANGOSKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JASMINE BARBEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | URSULA ROMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | CINDI PICKERING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP FUNDRAISI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VP HOSPITALI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP MEMBERSHI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP PARENTAL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VP PROGRAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VP PROGRAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VP FUNDRAISI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 36211 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 180 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SUPPORT LAKELAND PREP PTO'S ACTIVITES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | LAKELAND PREP PTO'S ACTIVITIES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 35476 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 32589 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 12891 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 36886 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 35476 |
| IRS990EZ/TotalRevenueAmt | 0 | 30361 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 8910 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1309 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 10219 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 54040 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 67243 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 121283 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 131502 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 62950 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 68552 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 131502 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 62950 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 68552 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 131502 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 31901 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GALA & DANCE EV |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 40717 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 40717 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 40717 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 40717 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 8816 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 31901 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 31901 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | HIGHSCHOOL INCENTIVE 180 TOTAL 180 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES INSURANCE 399 CHAMBER MEMBERSHIP 50 MISCELLANEOUS 27 SECRETARY OF STATE 21 BANK FEES 2 BANKING SUPPLIES 132 MAILING EXPENSES 38 QUICKEN PROGRAM 66 HOLIDAY FACULTY LUNCH 2,030 CONFERENCE NIGHTS 1,179 WINTER CONFERENCE NIGHTS 1,001 9TH GRADE PREVIEW 218 BTS LUNCHEON 1,394 COP STOP 633 PRINTING 304 TEACHER APPRECIATION 3,717 MEMBERSHIP INCENTIVES 414 MEMBERSHIP SOFTWARE 2,808 ANGEL TREE PRINTING 3,823 BOOK FAIR 104 HOMECOMING 3,168 LIONS PRIDE 4,319 MD&I 528 TCAP TREATS 1,814 SPECIAL PROJECTS 8,022 TOTAL 36,211 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CINDI PICKERING |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6184015388 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LAKELAND PREP PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 822158381 |
| ReturnHeader/Filer/PhoneNum | 0 | 6184015388 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5020 LIONS CREST DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LAKELAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 38002 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 621754261 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GREG SHELTON CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2855 STAGE VILLAGE CV STE 4 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BARTLETT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 38134 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9013820557 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-12-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | GREG SHELTON CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2024-12-13T15:05:36-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $65,629
- Liabilities
- $0
- Net assets
- $65,629
- Revenue
- $30,361
- Expenses
- $36,886
- Net income
- -$6,525
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2025Detailed filing. Detailed filing data is available for this year. | $80.6 | $80.6 | $42.6 | $27.6 | $15.0 | |
| 2024Detailed filing. Detailed filing data is available for this year. | $65.6 | $0.00 | $65.6 | $30.4 | $36.9 | $6.53 |
| 2023Detailed filing. Detailed filing data is available for this year. | $72.2 | $0.00 | $72.2 | $47.9 | $37.5 | $10.4 |