Civic Intelligence

Lakeview Elementary PTA

990EZ • Fiscal year 2013 • EIN 95-6205030

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 13, 2013

9205 Lakeview Road92040
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

88th percentile

65%

Faster asset growth than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

34th percentile

-8.5%

Faster revenue growth than 34% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$32,677

Up $12,833 (+65%) from 2012

Net Assets

Up

$32,677

Up $12,833 (+65%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$71,071

Down $6,561 (-8.5%) from 2012

Expenses

Down

$58,238

Down $24,753 (-30%) from 2012

Net Income

Up

$12,833

Up $18,192 (+339%) from 2012

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$32,677
Liabilities$0
Net Assets$32,677

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$71,071
Expenses$58,238
Net Income$12,833
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 13, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
95-6205030
Raw XML Appendix217 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
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IRS990EZ/AmountOfTaxReimbursedByOrg00
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IRS990EZ/CashSavingsAndInvestments/EOY031733
IRS990EZ/ContributionsGiftsGrantsEtc03017
IRS990EZ/CostOfGoodsSold019045
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear012833
IRS990EZ/FeesAndOthPymtToIndContractors0250
IRS990EZ/FiledScheduleA01
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0ALEXANDRA DIEDRICH-SPECK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1HUNTER DONAHOO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2WREN EDWARDS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MEG LAUGHTER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4MELANIE MCGRATH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5KELLY BAILEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6MELISSA ZINK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7MICHELLE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8TAIRA HOLDEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9DANIELLE STEIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10CATHERINE CLOTHEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1EXECUTIVE VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title21ST VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title32ND VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title43RD VP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8AUDITOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9HISTORIAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10PARLIAMENTARIAN
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY01573
IRS990EZ/OtherAssetsTotal/EOY0944
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal057359
IRS990EZ/OtherRevenueTotal0590
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses031675
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
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IRS990EZ/SpecialEventsDirectExpenses033139
IRS990EZ/SpecialEventsNetIncomeLoss061271
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine109316 ADLAI CT
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LAKESIDE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092040
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MELISSA ZINK
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06193186020
IRS990EZ/TotalAssets/BOY019844
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IRS990EZ/TotalExpenses058238
IRS990EZ/TotalProgramServiceExpenses031675
IRS990EZ/TotalRevenue071071
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IRS990EZ/WebSite0N/A
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
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IRS990ScheduleA/SumOfAmounts031675
IRS990ScheduleA/SupportedOrgInformation/Amount031675
IRS990ScheduleA/SupportedOrgInformation/EIN0956001809
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10LAKEVIEW ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents033139
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1035631
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2016161
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents015628
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal067420
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1035631
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2016161
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents015628
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents067420
IRS990ScheduleG/EventsInformation/NameOfEvent10FALL FUNDRAISER
IRS990ScheduleG/EventsInformation/NameOfEvent20SPRING FUNDRAISER
IRS990ScheduleG/EventsInformation/NetIncomeSummary034281
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1020584
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent206038
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents06517
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents033139
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents04
IRS990ScheduleO/GeneralExplanation/Explanation0INCOME: GROSS RECEIPTS: 22,757. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 19,045. GROSS PROFIT: 3,712. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 19,045. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 19,045.
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: OTHER INCOME. AMOUNT: 590.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: DEPRECIATION. AMOUNT: 629.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: ASSEMBLIES. AMOUNT: 5,319. DESCRIPTION: BIZ TOWN. AMOUNT: 500. DESCRIPTION: FIELD DAY. AMOUNT: 587. DESCRIPTION: FIELD TRIPS. AMOUNT: 7,767. DESCRIPTION: FIFTH GRADE PROMOTION. AMOUNT: 1,916. DESCRIPTION: OUTDOOR EDUCATION. AMOUNT: 600. DESCRIPTION: SCHOOL PROGRAMS. AMOUNT: 14,177. DESCRIPTION: PRODUCE BOXES. AMOUNT: 2,046. DESCRIPTION: OFFICE. AMOUNT: 6,041. DESCRIPTION: ROLLING READER. AMOUNT: 119. DESCRIPTION: SECRET SANTA SHOP. AMOUNT: 8,751. DESCRIPTION: HEALTH AND SAFETY. AMOUNT: 2,285. DESCRIPTION: MOTHER-SON OUTING. AMOUNT: 2,900. DESCRIPTION: FATHER/DAUGHTER DANCE. AMOUNT: 2,460. DESCRIPTION: RED RIBBON WEEK. AMOUNT: 747. DESCRIPTION: SHOE FUND. AMOUNT: 609. DESCRIPTION: STAR TESTING AWARDS. AMOUNT: 500. DESCRIPTION: STATE TAXES PAID. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 57,359.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,573. END OF YEAR AMOUNT: 944.
IRS990ScheduleO/GeneralExplanation/Identifier0INCOME FROM SALES OF INVENTORY
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier2OCCUPANCY, RENT, UTILITIES AND MAINTENENCE
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 7
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0956205030
ReturnHeader/Filer/Name/BusinessNameLine10LAKEVIEW ELEMENTARY PTA
ReturnHeader/Filer/NameControl0LAKE
ReturnHeader/Filer/Phone06193902652
ReturnHeader/Filer/USAddress/AddressLine109205 LAKEVIEW ROAD
ReturnHeader/Filer/USAddress/City0LAKESIDE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092040
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-13
ReturnHeader/Officer/Name0HUNTER DONAOO
ReturnHeader/Officer/Phone06193902652
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-11-13
ReturnHeader/PreparerFirm/EIN0952694444
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CONSIDINE & CONSIDINE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101501 FIFTH AVENUE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0921013297
ReturnHeader/Preparer/Name0RICHARD HOTZ
ReturnHeader/Preparer/Phone06192311977
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-11T14:11:43-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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