Civic Intelligence

Lakeview Elementary PTA

990EZ • Fiscal year 2019 • EIN 95-6205030

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 30, 2019

Organization ProfileN/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.

Liabilities / Assets

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

9th percentile

-48%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

6th percentile

-68%

Faster asset growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$15,936

Down $33,514 (-68%) from 2018

Net Assets

Down

$15,936

Down $33,514 (-68%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin9th percentile

Revenue

Down

$70,475

Down $15,931 (-18%) from 2018

Expenses

Up

$103,989

Up $22,363 (+27%) from 2018

Net Income

Down

-$33,514

Down $38,294 (-801%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2019

Assets$15,936
Liabilities$0
Net Assets$15,936
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

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

2019

Revenue$70,475
Expenses$103,989
Net Income-$33,514
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$85,506
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$97,233
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE MCGRATHPresidentPT$0--
CARRIE BAUM MARTINExecutive VPPT$0--
TORI FORDVP - ProgramsPT$0--
KRISTIN HENDERSONVP - MembershipPT$0--
KYM FEIRICKVP - FundraisingPT$0--
STEPHANIE DAOUSTSecretaryPT$0--
MICHELLE CONYERSTreasurerPT$0--
BETH WOODILLFinancial SecretaryPT$0--
MICHELLE WILLIAMSAuditorPT$0--
JACKIE SIRAGUSAHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$29,392$29,392$14,674$14,718
Spring Fundraiser$3,551$3,551$138$3,413
Total Events$44,742$44,742$15,031$29,711
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
2019-10-30
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: 6,615. Description: field trips. Amount: 25,903. Description: fifth grade promotion. Amount: 4,373. Description: goals and improvements. Amount: 29,654. Description: office. Amount: 6,681. Description: mother/son outing. Amount: 4,557. Description: father/daughter dance. Amount: 4,157. Description: state taxes paid. Amount: 75. Description: memory books. Amount: 9,544. Description: book fair. Amount: 2,984. Description: carnival expenses. Amount: 3,459. Description: biz town. Amount: 2,760. Description: field day. Amount: 298. Description: outdoor education. Amount: 600. Description: t-shirt sales. Amount: 2,079. Total to form 990-ez, line 16: 103,739.”

Raw XML Appendix222 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/USAddress/CityNm0LAKESIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELANIE MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARRIE BAUM MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TORI FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTIN HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KYM FEIRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHANIE DAOUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELLE CONYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BETH WOODILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHELLE WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JACKIE SIRAGUSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP - PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP - FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HISTORIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt035800
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt097233
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt029711
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04964
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051298
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0224320
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015031
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAISER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ASSEMBLIES. AMOUNT: 6,615. DESCRIPTION: FIELD TRIPS. AMOUNT: 25,903. DESCRIPTION: FIFTH GRADE PROMOTION. AMOUNT: 4,373. DESCRIPTION: GOALS AND IMPROVEMENTS. AMOUNT: 29,654. DESCRIPTION: OFFICE. AMOUNT: 6,681. DESCRIPTION: MOTHER/SON OUTING. AMOUNT: 4,557. DESCRIPTION: FATHER/DAUGHTER DANCE. AMOUNT: 4,157. DESCRIPTION: STATE TAXES PAID. AMOUNT: 75. DESCRIPTION: MEMORY BOOKS. AMOUNT: 9,544. DESCRIPTION: BOOK FAIR. AMOUNT: 2,984. DESCRIPTION: CARNIVAL EXPENSES. AMOUNT: 3,459. DESCRIPTION: BIZ TOWN. AMOUNT: 2,760. DESCRIPTION: FIELD DAY. AMOUNT: 298. DESCRIPTION: OUTDOOR EDUCATION. AMOUNT: 600. DESCRIPTION: T-SHIRT SALES. AMOUNT: 2,079. TOTAL TO FORM 990-EZ, LINE 16: 103,739.
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELANIE MCGRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06193902652
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-30
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/AtSubmissionCreationDeviceId0F3B5B0C9270A2A206C6BCA045011FE2EC8D85DDD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3B5B0C9270A2A206C6BCA045011FE2EC8D85DDD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.167.7.14
ReturnHeader/FilingSecurityInformation/IPDt02019-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:30:45
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/PreparationDt02019-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD HOTZ
ReturnHeader/ReturnTs02019-11-15T17:28:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,936
Liabilities
$0
Net assets
$15,936
Revenue
$70,475
Expenses
$103,989
Net income
-$33,514
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