Civic Intelligence

Lake Country Elementary School PTA

990EZ • Fiscal year 2023 • EIN 87-1743311

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 07, 2023

Organization ProfileLake Country Elementary School PTA
7151 Lake Country DriveFort Worth, TX 76179

(817) 658-6678

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-3.3%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$42,921

Up $7,358 (+21%) from 2022

Net Assets

Up

$42,921

Up $7,358 (+21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin63rd percentile

Revenue

Down

$64,561

Down $2,185 (-3.3%) from 2022

Expenses

Up

$57,265

Up $26,082 (+84%) from 2022

Net Income

Down

$7,296

Down $28,267 (-79%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$60K$40K$20K$0Assets 2022: $35,563Liabilities 2022: $0Net Assets 2022: $35,5632022Assets 2023: $42,921Liabilities 2023: $0Net Assets 2023: $42,9212023Assets 2024: $35,818Liabilities 2024: $0Net Assets 2024: $35,8182024Assets 2025: $43,677Liabilities 2025: $0Net Assets 2025: $43,6772025

Highlighted filing

2023

Assets$42,921
Liabilities$0
Net Assets$42,921
Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2022: $66,746Expenses 2022: $31,183Net Income 2022: $35,5632022Revenue 2023: $64,561Expenses 2023: $57,265Net Income 2023: $7,2962023Revenue 2024: $46,109Expenses 2024: $53,212Net Income 2024: -$7,1032024Revenue 2025: $44,333Expenses 2025: $36,651Net Income 2025: $7,6822025

Highlighted filing

2023

Revenue$64,561
Expenses$57,265
Net Income$7,296
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 7, 2023
Return Version
2022v5.0
Gross Receipts
$77,125
Mission and Program Overview

Mission

To further education through the use of educational extensions that enhance the student experience at Lake Country Elementary.

See schedule O, Statement 2

Program Services

DescriptionGrantsExpenses
Community Events and Involvement: Fun Run, Christmas Store, Programs, Grandparents Night, Classroom Parties (Dues), Fast Pass, Hospitality-$20,644
Enhance Student/Parent/Staff/Guardian Relationship: Teacher Incentive, Membership, Membership State, Spiritwear, EMS Council Dues, Staff Appreciation-$16,484
Educational Enhancements: Block Programs, Arts in Education, Battle of the Books, Reflections, EPI School Supplies, Campus Improvements-$4,518
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brittany JoynerPresidentPT$0--
Morgan Zimmerer1st VP Of Fundraising-$0--
Christa Faherty2nd VP Of Fundraising-$0--
Alicia Delario3rd VP Of Fundraising-$0--
Yvonne LaDourceur4th VP Of Fundraising-$0--
Kristine CoonTreasurer-$0--
Mel GurleySecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lake Country Elementary School PTA
EIN
87-1743311
Address
7151 Lake Country Drive, Fort Worth, TX 76179

Signing Officer

Name
Kristine Coon
Title
Treasurer
Signed
2023-08-07
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 8

“Cash Boxes-$905.00, Return Credits for Purchases-$162.51”

990-EZ, Part I, Line 16

“Bank and CC Fees-$59.02 Battle of the Books-$343.18 Bonding/Insurance-$280 Fun Run Expenses-$13,149.50 Campus Improvements-$1.408.35 Donations to other orgs-$1,237.84 Field Day-$1,166.86 Fun Teacher Incentive-$5,081.86 Hospitality-$455.51 EMSISD Council Dues-$90 National & State PTA Dues-$675 Officer Expenses-$2,005.60 Staff Appreciation-$4,441.80 Teacher Grants-$2,766.55 PreK Dues-$109 Kinder Dues-$594.11 First Grade Dues-$641.62 Second Grade Dues-$560 Third Grade Dues-$809.24 Fourth Grade Dues-$199.91 Fifth Grade Dues-$1,552.42 Fun Run Big Item-$13,457.08 Programs and Events-$1,953.96 Houses Program-$3,484.96 Texas PTA Launch-$556.46”

Raw XML Appendix191 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/PhoneNum08176586678
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WORTH TX
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076179
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brittany Joyner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Morgan Zimmerer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christa Faherty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alicia Delario
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Yvonne LaDourceur
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kristine Coon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mel Gurley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt44th VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt057080
IRS990EZ/OtherRevenueTotalAmt01068
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See schedule O, Statement 2
IRS990EZ/PrintingPublicationsPostageAmt0185
IRS990EZ/ProgramServiceRevenueAmt04671
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational Enhancements: Block Programs, Arts in Education, Battle of the Books, Reflections, EPI School Supplies, Campus Improvements
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Events and Involvement: Fun Run, Christmas Store, Programs, Grandparents Night, Classroom Parties (Dues), Fast Pass, Hospitality
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Enhance Student/Parent/Staff/Guardian Relationship: Teacher Incentive, Membership, Membership State, Spiritwear, EMS Council Dues, Staff Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04518
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120644
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216484
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057265
IRS990EZ/TotalProgramServiceExpensesAmt041646
IRS990EZ/TotalRevenueAmt064561
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059106
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013264
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013264
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt072370
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072370
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Cash Boxes-$905.00, Return Credits for Purchases-$162.51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank and CC Fees-$59.02 Battle of the Books-$343.18 Bonding/Insurance-$280 Fun Run Expenses-$13,149.50 Campus Improvements-$1.408.35 Donations to other orgs-$1,237.84 Field Day-$1,166.86 Fun Teacher Incentive-$5,081.86 Hospitality-$455.51 EMSISD Council Dues-$90 National & State PTA Dues-$675 Officer Expenses-$2,005.60 Staff Appreciation-$4,441.80 Teacher Grants-$2,766.55 PreK Dues-$109 Kinder Dues-$594.11 First Grade Dues-$641.62 Second Grade Dues-$560 Third Grade Dues-$809.24 Fourth Grade Dues-$199.91 Fifth Grade Dues-$1,552.42 Fun Run Big Item-$13,457.08 Programs and Events-$1,953.96 Houses Program-$3,484.96 Texas PTA Launch-$556.46
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristine Coon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Country Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0871743311
ReturnHeader/Filer/USAddress/AddressLine1Txt07151 Lake Country Drive
ReturnHeader/Filer/USAddress/CityNm0Fort Worth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076179
ReturnHeader/ReturnTs02023-08-07T21:28:08Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,921
Liabilities
$0
Net assets
$42,921
Revenue
$64,561
Expenses
$57,265
Net income
$7,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$44.3$36.7$7.68
2024Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$46.1$53.2$7.10
2023Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$64.6$57.3$7.30
2022Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$66.7$31.2$35.6