Lakeview Elementary PTA

990EZ • Fiscal year 2016 • EIN 95-6205030

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization Profile N/A

9205 Lakeview RoadLakeside, CA 92040

(619) 390-2652

Siviq Scores

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

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

9.2%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

No value available

This filing does not contain officer compensation rows.

Source year 2016

23%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

-0.5%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets54th percentile

Assets

$41,119

Up $7,711 (+23%) from 2015

Net Assets

$41,119

Up $7,711 (+23%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue54th percentile Net Margin63rd percentile

Revenue

Down

$84,049

Down $394 (-0.5%) from 2015

Expenses

Down

$76,338

Down $7,920 (-9.4%) from 2015

Net Income

$7,711

Up $7,526 (+4068%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

Highlighted filing

2016

Assets$41,119

Liabilities$0

Net Assets$41,119

Open 2016 Filing

Operations Trend

Revenue Growth48th percentile

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

Highlighted filing

2016

Revenue$84,049

Expenses$76,338

Net Income$7,711

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Nov 7, 2016
Return Version: 2015v2.1
Gross Receipts: $99,279

Mission and Program Overview

Mission

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

Program Services

Description	Grants	Expenses
TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.	$0	$61,160

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
MELANIE MCGRATH	President	PT	$0	-	-
KELLY BAILEY	Parliamentarian	PT	$0	-	-
MICHELLE CONYERS	Treasurer	PT	$0	-	-
SARAH TURVEY	1st VP - Programs	PT	$0	-	-
SUSAN BURGHART	3rd VP - Membership	PT	$0	-	-
BETH WOODILL	Treasurer Secretary	PT	$0	-	-
CARRIE BAUM	Vice President	PT	$0	-	-
MONICA JONAS	Auditor	PT	$0	-	-
WHITNEY WRIGHT	Secretary	PT	$0	-	-
JACKIE SIRAGUSA	Historian	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Fall Fundraiser	$24,923	$24,923	$14,387	$10,536
Spring Fundraiser	$10,277	$10,277	$29	$10,248
Total Events	$47,269	$47,269	$15,230	$32,039

Filing and Contact Details

Filer

Filer Name: Lakeview Elementary Pta
EIN: 95-6205030
Phone: 6193902652
Address: 9205 LAKEVIEW ROAD, LAKESIDE, CA 92040

Signing Officer

Name: Melanie Mcgrath
Title: President
Phone: 6193902652
Signed: 2016-11-07
Discuss with paid preparer: Yes

Preparer

Firm: Considine & Considine
Address: 1501 FIFTH AVENUE SUITE 400, SAN DIEGO, CA 92101-3297
Preparer: Richard Hotz
Phone: 6192311977

Supplemental Narrative

Additional Explanations

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

“Description: assemblies. Amount: 3,836. Description: field trips. Amount: 10,750. Description: fifth grade promotion. Amount: 1,400. Description: outdoor education. Amount: 300. Description: school programs. Amount: 18,572. Description: office. Amount: 3,884. Description: secret santa shop. Amount: 9,340. Description: mother/son outing. Amount: 2,694. Description: father/daughter dance. Amount: 2,099. Description: red ribbon week. Amount: 1,108. Description: state taxes paid. Amount: 35. Description: memory books. Amount: 8,762. Description: book fair. Amount: 4,015. Description: t-shirt sales. Amount: 3,947. Description: carnival expenses. Amount: 3,246. Description: biz town. Amount: 2,100. Total to form 990-ez, line 16: 76,088.”

Raw XML Appendix211 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	9	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KELLY BAILEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	MONICA JONAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	WHITNEY WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	9	JACKIE SIRAGUSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	1ST VP - PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	3RD VP - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	TREASURER SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	9	HISTORIAN
IRS990EZ/OperateHospitalInd	0	0
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IRS990EZ/OrganizationDissolvedEtcInd	0	0
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IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt	0	47489
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
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IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
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IRS990EZ/SpecialEventsDirectExpensesAmt	0	15230
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
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IRS990EZ/TanningServicesProvidedInd	0	0
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IRS990EZ/TypeOfOrganizationCorpInd	0	X
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IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt	0	2432
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
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IRS990ScheduleA/PublicSupportPY509Pct	0	0.91310
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	42995
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	15230
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	SPRING FUNDRAISER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: ASSEMBLIES. AMOUNT: 3,836. DESCRIPTION: FIELD TRIPS. AMOUNT: 10,750. DESCRIPTION: FIFTH GRADE PROMOTION. AMOUNT: 1,400. DESCRIPTION: OUTDOOR EDUCATION. AMOUNT: 300. DESCRIPTION: SCHOOL PROGRAMS. AMOUNT: 18,572. DESCRIPTION: OFFICE. AMOUNT: 3,884. DESCRIPTION: SECRET SANTA SHOP. AMOUNT: 9,340. DESCRIPTION: MOTHER/SON OUTING. AMOUNT: 2,694. DESCRIPTION: FATHER/DAUGHTER DANCE. AMOUNT: 2,099. DESCRIPTION: RED RIBBON WEEK. AMOUNT: 1,108. DESCRIPTION: STATE TAXES PAID. AMOUNT: 35. DESCRIPTION: MEMORY BOOKS. AMOUNT: 8,762. DESCRIPTION: BOOK FAIR. AMOUNT: 4,015. DESCRIPTION: T-SHIRT SALES. AMOUNT: 3,947. DESCRIPTION: CARNIVAL EXPENSES. AMOUNT: 3,246. DESCRIPTION: BIZ TOWN. AMOUNT: 2,100. TOTAL TO FORM 990-EZ, LINE 16: 76,088.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE 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/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MELANIE MCGRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6193902652
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LAKEVIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	LAKE
ReturnHeader/Filer/EIN	0	956205030
ReturnHeader/Filer/PhoneNum	0	6193902652
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	9205 LAKEVIEW ROAD
ReturnHeader/Filer/USAddress/CityNm	0	LAKESIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	952694444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CONSIDINE & CONSIDINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1501 FIFTH AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	921013297
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6192311977
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RICHARD HOTZ
ReturnHeader/ReturnTs	0	2016-11-15T17:18:37-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $41,119
Liabilities: $0
Net assets: $41,119
Revenue: $84,049
Expenses: $76,338
Net income: $7,711

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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