Civic Intelligence

Lakeview Elementary PTA

990EZ • Fiscal year 2014 • EIN 95-6205030

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 29, 2014

9205 Lakeview Road92040

(619) 390-2652

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

43rd percentile

0.6%

Higher net margin than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

1.7%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$33,223

Up $546 (+1.7%) from 2013

Net Assets

Up

$33,223

Up $546 (+1.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$88,674

Up $17,603 (+25%) from 2013

Expenses

Up

$88,128

Up $29,890 (+51%) from 2013

Net Income

Down

$546

Down $12,287 (-96%) from 2013

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

2014

Assets$33,223
Liabilities$0
Net Assets$33,223

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

2014

Revenue$88,674
Expenses$88,128
Net Income$546
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 29, 2014
Return Version
2013v3.0
Gross Receipts
$107,656
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.$0$31,441
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WREN EDWARDSPresidentPT$0--
MELANIE MCGRATHExecutive Vice PresidentPT$0--
DANIELLE STEIN1st VPPT$0--
MEG LAUGHTER2nd VPPT$0--
INGRID SMITH3rd VPPT$0--
KELLY BAILEYSecretaryPT$0--
MELISSA ZINKTreasurerPT$0--
MICHELLE WILLIAMSFinancial SecretaryPT$0--
MICHELLE CONYERSAuditorPT$0--
AMY COXHistorianPT$0--
CATHERINE CLOTHEYParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$35,054$35,054$18,029$17,025
Event 2$3,701$3,701$107$3,594
Total Events$54,513$54,513$18,982$35,531
Filing and Contact Details

Filer

EIN
95-6205030
Phone
6193902652

Signing Officer

Name
Wren Edwards
Title
President
Phone
6193902652
Signed
2014-08-29
Discuss with paid preparer
Yes

Preparer

Preparer
Richard Hotz
Phone
6192311977
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 503.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: assemblies. Amount: 5,854. Description: field day. Amount: 1,000. Description: field trips. Amount: 9,642. Description: fifth grade promotion. Amount: 507. Description: outdoor education. Amount: 300. Description: school programs. Amount: 27,039. Description: office. Amount: 4,844. Description: secret santa shop. Amount: 9,030. Description: health and safety. Amount: 1,844. Description: mother-son outing. Amount: 1,978. Description: father/daughter dance. Amount: 2,930. Description: red ribbon week. Amount: 500. Description: state taxes paid. Amount: 35. Description: memory books. Amount: 8,280. Description: book fair. Amount: 8,866. Description: t-shirt sales. Amount: 857. Description: carnival expenses. Amount: 3,869. Total to form 990-ez, line 16: 87,375.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 944. End of year amount: 441.

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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06193186020
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IRS990EZ/BooksInCareOfDetail/USAddress/City0LAKESIDE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092040
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WREN EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIELLE STEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEG LAUGHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4INGRID SMITH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHELLE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHELLE CONYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMY COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CATHERINE CLOTHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0944
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0441
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt087375
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt050554
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031441
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt018982
IRS990EZ/SpecialEventsNetIncomeLossAmt035531
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0956001809
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10LAKEVIEW ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054513
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035054
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054513
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035531
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0846
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018982
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018029
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0107
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 503.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ASSEMBLIES. AMOUNT: 5,854. DESCRIPTION: FIELD DAY. AMOUNT: 1,000. DESCRIPTION: FIELD TRIPS. AMOUNT: 9,642. DESCRIPTION: FIFTH GRADE PROMOTION. AMOUNT: 507. DESCRIPTION: OUTDOOR EDUCATION. AMOUNT: 300. DESCRIPTION: SCHOOL PROGRAMS. AMOUNT: 27,039. DESCRIPTION: OFFICE. AMOUNT: 4,844. DESCRIPTION: SECRET SANTA SHOP. AMOUNT: 9,030. DESCRIPTION: HEALTH AND SAFETY. AMOUNT: 1,844. DESCRIPTION: MOTHER-SON OUTING. AMOUNT: 1,978. DESCRIPTION: FATHER/DAUGHTER DANCE. AMOUNT: 2,930. DESCRIPTION: RED RIBBON WEEK. AMOUNT: 500. DESCRIPTION: STATE TAXES PAID. AMOUNT: 35. DESCRIPTION: MEMORY BOOKS. AMOUNT: 8,280. DESCRIPTION: BOOK FAIR. AMOUNT: 8,866. DESCRIPTION: T-SHIRT SALES. AMOUNT: 857. DESCRIPTION: CARNIVAL EXPENSES. AMOUNT: 3,869. TOTAL TO FORM 990-EZ, LINE 16: 87,375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 944. END OF YEAR AMOUNT: 441.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WREN EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06193902652
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKEVIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0956205030
ReturnHeader/Filer/PhoneNum06193902652
ReturnHeader/Filer/USAddress/AddressLine109205 LAKEVIEW ROAD
ReturnHeader/Filer/USAddress/City0LAKESIDE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952694444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CONSIDINE & CONSIDINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101501 FIFTH AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0921013297
ReturnHeader/PreparerPersonGrp/PhoneNum06192311977
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD HOTZ
ReturnHeader/ReturnTs02014-09-29T17:45:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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