Civic Intelligence

Lakeview Elementary PTA

EIN 95-6205030 • 501(c)3 • Lakeside, CA

Profile

Improve educational experiences in child

9205 Lakeview RoadLakeside, CA 92040

n/A

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 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

59th percentile

6.8%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-14%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$42,853

Up $6,036 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$42,853

Up $6,036 (+16%) from 2024

Revenue

Down

$88,680

Down $14,485 (-14%) from 2024

Expenses

Down

$82,644

Down $5,257 (-6.0%) from 2024

Net Income

Down

$6,036

Down $9,228 (-60%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $19,844Liabilities 2012: $0Net Assets 2012: $19,8442012Assets 2013: $32,677Liabilities 2013: $0Net Assets 2013: $32,6772013Assets 2014: $33,223Liabilities 2014: $0Net Assets 2014: $33,2232014Assets 2015: $33,408Liabilities 2015: $0Net Assets 2015: $33,4082015Assets 2016: $41,119Liabilities 2016: $0Net Assets 2016: $41,1192016Assets 2017: $44,670Liabilities 2017: $0Net Assets 2017: $44,6702017Assets 2018: $49,450Liabilities 2018: $0Net Assets 2018: $49,4502018Assets 2019: $15,936Liabilities 2019: $0Net Assets 2019: $15,9362019Assets 2020: $30,761Liabilities 2020: $0Net Assets 2020: $30,7612020Assets 2021: $19,918Liabilities 2021: $0Net Assets 2021: $19,9182021Assets 2022: $23,469Liabilities 2022: $0Net Assets 2022: $23,4692022Assets 2023: $21,553Liabilities 2023: $0Net Assets 2023: $21,5532023Assets 2024: $36,817Liabilities 2024: $0Net Assets 2024: $36,8172024Assets 2025: $42,853Liabilities 2025: $0Net Assets 2025: $42,8532025

Highlighted filing

2025

Assets$42,853
Liabilities$0
Net Assets$42,853

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $77,632Expenses 2012: $82,991Net Income 2012: -$5,3592012Revenue 2013: $71,071Expenses 2013: $58,238Net Income 2013: $12,8332013Revenue 2014: $88,674Expenses 2014: $88,128Net Income 2014: $5462014Revenue 2015: $84,443Expenses 2015: $84,258Net Income 2015: $1852015Revenue 2016: $84,049Expenses 2016: $76,338Net Income 2016: $7,7112016Revenue 2017: $91,996Expenses 2017: $88,445Net Income 2017: $3,5512017Revenue 2018: $86,406Expenses 2018: $81,626Net Income 2018: $4,7802018Revenue 2019: $70,475Expenses 2019: $103,989Net Income 2019: -$33,5142019Revenue 2020: $61,186Expenses 2020: $46,361Net Income 2020: $14,8252020Revenue 2021: $9,782Expenses 2021: $20,625Net Income 2021: -$10,8432021Revenue 2022: $38,327Expenses 2022: $34,776Net Income 2022: $3,5512022Revenue 2023: $84,700Expenses 2023: $86,616Net Income 2023: -$1,9162023Revenue 2024: $103,165Expenses 2024: $87,901Net Income 2024: $15,2642024Revenue 2025: $88,680Expenses 2025: $82,644Net Income 2025: $6,0362025

Highlighted filing

2025

Revenue$88,680
Expenses$82,644
Net Income$6,036

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.89$0.83$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.03$0.88$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.85$0.87$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.38$0.35$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.10$0.21$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.61$0.46$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.70$1.04$0.34
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.86$0.82$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.92$0.88$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.84$0.76$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.84$0.84$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.89$0.88$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.71$0.58$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.78$0.83$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$88,680
Mission and Program Overview

Mission

To upgrade and improve the educational experiences of children in our community.

Improve educational experiences in child

Program Services

DescriptionGrantsExpenses
TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY-$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA LEEPresidentPT$0--
BIANCA STANLEYExecutive Vice PresidentPT$0--
MEGAN ABRAMSVice PresidentPT$0--
KRYSTEN BURNSFinancial ReviewerPT$0--
BETH WOODILLFinancial SecretaryPT$0--
STEPHANIE JACQUESHistorianPT$0--
HEIDI HANNAVice President MembershipPT$0--
BRYANA CASASVice President FundraisingPT$0--
ASHLEY DUPLESSISTreasurerPT$0--
JANETTE ANDERSONRecording SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai----
Fun Run----
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary Pta
EIN
95-6205030
In Care Of
% SAMANTHA LEE
Phone
6193902652
Address
9205 LAKEVIEW ROAD, LAKESIDE, CA 92040

Signing Officer

Name
Samantha Lee
Title
Treasurer
Phone
6193902652
Signed
2025-11-14
Discuss with paid preparer
No

Preparer

Firm
All County Tax Services LLC
Address
9926 Maine Ave, Lakeside, CA 92040
Preparer
Robert M Cross
Phone
6193226832
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountFUNDRAISING EXPENSES 9,736BANK FEES 92FAMILY SCIENCE NIGHT 190LAKEVIEW ART NIGHT 56ASSEMBLIES 372BIZ TOWN 6,111BOOK FAIR EXPENSE 2,635CARNIVAL EXPENSES 3,162FATHER DAUGHTER DANCE EXPENSES 4,694FIELD DAY 679FIELD TRIPS 10,296FIFTH GRADE ACTIVITIES 310FOUNDERS DAY 91GOALS IMPROVEMENTS 17,841GRADE LEVEL ALLOCATION 2,796HOSPITALITY 1,939MEMBERSHIP 144MOTHER SON EVENT 5,066OUTDOOR EDUCATION 350RED RIBBON WEEK 2,744SECRET SANTA SHOP 4,073TESTING INCENTIVES 140TEACHER APPRECIATION 2,200YEAR BOOKS 1,925OPERATING EXPENSES 1,852CASH DEPOSIT CREDIT ADJUSTMENT (10)SCIENCE NIGHT 2,760SPIRIT WEAR 400

Raw XML Appendix194 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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