Civic Intelligence

Lake Shore Elementary PTA 3 7 40

EIN 91-1152247 • 501(c)3 • Vancouver, WA

Profile

To support the education, health, and welfare of all children and youth.

9300 NW 21st AveVancouver, WA 98665-6619

lakeshore.my-pta.org

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 2023

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

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

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 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$66,716

Down $7,433 (-10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$66,716

Down $7,433 (-10%) from 2017

Operations
Liabilities / Revenue61st percentileNet Margin74th percentile

Revenue

Up

$38,560

Up $8,074 (+26%) from 2017

Expenses

Up

$30,884

Up $839 (+2.8%) from 2017

Net Income

Up

$7,676

Up $7,235 (+1641%) from 2017

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2011: $62,032Liabilities 2011: $02011Assets 2014: $60,294Liabilities 2014: $0Net Assets 2014: $60,2942014Assets 2015: $65,428Liabilities 2015: $0Net Assets 2015: $65,4282015Assets 2016: $73,708Liabilities 2016: $0Net Assets 2016: $73,7082016Assets 2017: $74,149Liabilities 2017: $0Net Assets 2017: $74,1492017Assets 2023: $66,716Liabilities 2023: $0Net Assets 2023: $66,7162023

Highlighted filing

2023

Assets$66,716
Liabilities$0
Net Assets$66,716
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0Revenue 2011: $31,616Expenses 2011: $20,703Net Income 2011: $10,9132011Revenue 2014: $31,302Expenses 2014: $27,683Net Income 2014: $3,6192014Revenue 2015: $29,828Expenses 2015: $24,694Net Income 2015: $5,1342015Revenue 2016: $35,180Expenses 2016: $26,900Net Income 2016: $8,2802016Revenue 2017: $30,486Expenses 2017: $30,045Net Income 2017: $4412017Revenue 2023: $38,560Expenses 2023: $30,884Net Income 2023: $7,6762023

Highlighted filing

2023

Revenue$38,560
Expenses$30,884
Net Income$7,676
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$66,716
Liabilities
$0
Net assets
$66,716
Revenue
$38,560
Expenses
$30,884
Net income
$7,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$66.7$0.00$66.7$38.6$30.9$7.68
2017Detailed filing. Detailed filing data is available for this year.$74.1$0.00$74.1$30.5$30.0$0.44
2016Detailed filing. Detailed filing data is available for this year.$73.7$0.00$73.7$35.2$26.9$8.28
2015Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$29.8$24.7$5.13
2014Detailed filing. Detailed filing data is available for this year.$60.3$0.00$60.3$31.3$27.7$3.62
2011Summary only. Only limited summary data is available for this year.$62.0$0.00$31.6$20.7$10.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$57,345
Mission and Program Overview

Mission

To support the education, health, and welfare of all children and youth.

We are a PTA organization for Lake Shore Elementary in Vancouver, WA - our raised funds go back to the school through events and donations.

Program Services

DescriptionGrantsExpenses
Payback books fundraiser - school wide involvement.-$8,121
Original Works - school wide involvement.-$3,598
Plant sales - community involvement-$3,390
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica McHughPresidentPT$0--
Nikki O'NealVice PresidentPT$0--
Brighid HackettSecretaryPT$0--
Rachel SharpTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Payback books$16,160$16,160$8,121$8,039
Carnival$1,730$1,730$1,730$0
Total Events$32,353$32,353$17,758$14,595
Filing and Contact Details

Filer

Filer Name
Lake Shore Elementary PTA
EIN
91-1152247
Address
9300 NW 21ST AVE, VANCOUVER, WA 98665-6619

Signing Officer

Name
Kathy Flagg
Title
Treasurer
Signed
2023-11-08
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 8

“$100 donated specifically to a teacher grant”

990-EZ, Part I, Line 16

“Designated funds spent for specific playground project”

Raw XML Appendix206 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Lake Shore Elementary
IRS990EZ/BooksInCareOfDetail/PhoneNum03603132250
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09300 NW 21st Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vancouver
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098665
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059040
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066716
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt016185
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07676
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059040
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066716
IRS990EZ/FundraisingGrossIncomeAmt029080
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt03900
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017709
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0616
IRS990EZ/GrossReceiptsAmt057345
IRS990EZ/GrossSalesOfInventoryAmt0616
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059040
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066716
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059040
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066716
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jessica McHugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nikki O'Neal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brighid Hackett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rachel Sharp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt09131
IRS990EZ/OtherRevenueTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We are a PTA organization for Lake Shore Elementary in Vancouver, WA - our raised funds go back to the school through events and donations.
IRS990EZ/PrintingPublicationsPostageAmt04044
IRS990EZ/ProgramServiceRevenueAmt07462
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Payback books fundraiser - school wide involvement.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Original Works - school wide involvement.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Plant sales - community involvement
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08121
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13598
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23390
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018785
IRS990EZ/SpecialEventsNetIncomeLossAmt014195
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030884
IRS990EZ/TotalProgramServiceExpensesAmt015109
IRS990EZ/TotalRevenueAmt038560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0616
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016185
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07462
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07462
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/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97395
IRS990ScheduleA/PublicSupportTotal509Amt023033
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0616
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0616
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt02
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt023649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023649
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023649
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017758
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Payback books
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032353
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032353
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014595
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07907
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08121
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01730
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$100 donated specifically to a teacher grant
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Designated funds spent for specific playground project
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/PersonNm0Kathy Flagg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Shore Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0911152247
ReturnHeader/Filer/USAddress/AddressLine1Txt09300 NW 21ST AVE
ReturnHeader/Filer/USAddress/CityNm0VANCOUVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0986656619
ReturnHeader/ReturnTs02023-11-08T23:40:50Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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