Civic Intelligence

Lakeview Elementary PTA

990EZ • Fiscal year 2017 • EIN 95-6205030

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 22, 2018

9205 Lakeview RoadLakeside, CA 92040

(619) 390-2652

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

52nd percentile

3.9%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

60th percentile

8.6%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.5%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$44,670

Up $3,551 (+8.6%) from 2016

Net Assets

Up

$44,670

Up $3,551 (+8.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$91,996

Up $7,947 (+9.5%) from 2016

Expenses

Up

$88,445

Up $12,107 (+16%) from 2016

Net Income

Down

$3,551

Down $4,160 (-54%) from 2016

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

2017

Assets$44,670
Liabilities$0
Net Assets$44,670

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

2017

Revenue$91,996
Expenses$88,445
Net Income$3,551
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 22, 2018
Return Version
2016v3.0
Gross Receipts
$109,221
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$80,378
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA JONASPresidentPT$0--
MICHELLE CONYERSExecutive VPPT$0--
CARRIE BAUM1st VP - ProgramsPT$0--
LEAH REYNOLDS2nd VP - MembershipPT$0--
LAURA MORRISTreasurerPT$0--
BETH WOODILLTreasurer SecretaryPT$0--
SHELLY ROGERSSecretaryPT$0--
JACKIE SIRAGUSAHistorianPT$0--
SUSAN BURGHARTAuditorPT$0--
MELANIE MCGRATHParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$29,068$29,068$14,930$14,138
Spring Fundraiser$12,834$12,834$167$12,667
Total Events$59,841$59,841$17,225$42,616
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
2018-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Considine & Considine
Address
8989 RIO SAN DIEGO DRIVE SUITE 250, SAN DIEGO, CA 92108
Preparer
Richard Hotz
Phone
6192311977
Supplemental Narrative

Additional Explanations

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

Description: assemblies. Amount: 3,437. Description: field trips. Amount: 11,980. Description: fifth grade promotion. Amount: 877. Description: school programs. Amount: 24,592. Description: office. Amount: 8,032. Description: secret santa shop. Amount: 5,119. Description: mother/son outing. Amount: 2,867. Description: father/daughter dance. Amount: 3,590. Description: state taxes paid. Amount: 35. Description: memory books. Amount: 8,888. Description: book fair. Amount: 7,439. Description: t-shirt sales. Amount: 4,976. Description: carnival expenses. Amount: 3,248. Description: biz town. Amount: 2,310. Description: field day. Amount: 805. Total to form 990-ez, line 16: 88,195.

Raw XML Appendix218 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/PhoneNum06195174609
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MONICA JONAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE CONYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARRIE BAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LEAH REYNOLDS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETH WOODILL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VP - PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VP - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt088195
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt046156
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080378
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt017225
IRS990EZ/SpecialEventsNetIncomeLossAmt042616
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TotalRevenueAmt091996
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017939
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ASSEMBLIES. AMOUNT: 3,437. DESCRIPTION: FIELD TRIPS. AMOUNT: 11,980. DESCRIPTION: FIFTH GRADE PROMOTION. AMOUNT: 877. DESCRIPTION: SCHOOL PROGRAMS. AMOUNT: 24,592. DESCRIPTION: OFFICE. AMOUNT: 8,032. DESCRIPTION: SECRET SANTA SHOP. AMOUNT: 5,119. DESCRIPTION: MOTHER/SON OUTING. AMOUNT: 2,867. DESCRIPTION: FATHER/DAUGHTER DANCE. AMOUNT: 3,590. DESCRIPTION: STATE TAXES PAID. AMOUNT: 35. DESCRIPTION: MEMORY BOOKS. AMOUNT: 8,888. DESCRIPTION: BOOK FAIR. AMOUNT: 7,439. DESCRIPTION: T-SHIRT SALES. AMOUNT: 4,976. DESCRIPTION: CARNIVAL EXPENSES. AMOUNT: 3,248. DESCRIPTION: BIZ TOWN. AMOUNT: 2,310. DESCRIPTION: FIELD DAY. AMOUNT: 805. TOTAL TO FORM 990-EZ, LINE 16: 88,195.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELANIE MCGRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06193902652
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0956205030
ReturnHeader/Filer/PhoneNum06193902652
ReturnHeader/Filer/USAddress/AddressLine1Txt09205 LAKEVIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKESIDE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092040
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D2045A94B9BE776F594959AC10E0BA02B0513DFA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A40AFD4C22ABF68AAB65FAF86A0E2171A6EACB66
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.167.7.14
ReturnHeader/FilingSecurityInformation/IPDt02018-03-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:26:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952694444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONSIDINE & CONSIDINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08989 RIO SAN DIEGO DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192311977
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD HOTZ
ReturnHeader/ReturnTs02018-03-22T14:28:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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