Civic Intelligence

Lakeview Elementary PTA

990EZ • Fiscal year 2023 • EIN 95-6205030

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

9205 Lakeview RoadLakeside, CA 92040

(760) 522-9174

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

37th percentile

-2.3%

Higher net margin than 37% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-8.2%

Faster asset growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

121%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$21,553

Down $1,916 (-8.2%) from 2022

Net Assets

Down

$21,553

Down $1,916 (-8.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$84,700

Up $46,373 (+121%) from 2022

Expenses

Up

$86,616

Up $51,840 (+149%) from 2022

Net Income

Down

-$1,916

Down $5,467 (-154%) from 2022

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

2023

Assets$21,553
Liabilities$0
Net Assets$21,553

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

2023

Revenue$84,700
Expenses$86,616
Net Income-$1,916
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$84,700
Mission and Program Overview

Mission

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

Improve educational experiences in child

Program Services

DescriptionGrantsExpenses
TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA LEEPresidentPT$0--
KELLY PARSONExecutive Vice PresidentPT$0--
KEVIN BARGERVice President FundraisingPT$0--
BIANCA STANLEYVice President MembershipPT$0--
WHITNEY BAILEYVice President ProgramsPT$0--
KATI ROBERTSTreasurerPT$0--
MEGAN ABRAMSRecording SecretaryPT$0--
MICHELLE CASTREJONFinancial SecretaryPT$0--
LORISSA POLLOCKAuditorPT$0--
TANIA IBARRA ISLASHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundrai$27,167$27,167-$27,167
Fun Run$21,837$21,837-$21,837
Total Events$49,004$49,004-$49,004
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary Pta
EIN
95-6205030
Address
9205 LAKEVIEW ROAD, Lakeside, CA 92040

Signing Officer

Name
Samantha Lee
Title
President
Phone
6193902652
Signed
2023-11-13
Discuss with paid preparer
No

Preparer

Firm
All County Tax Services LLC
Address
9556 Vista Hills Place, Lakeside, CA 92040
Preparer
Robert M Cross Jr
Phone
6193226832
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountBOOK FAIR 2,945CARNIVAL 10,778FATHER DAUGHTER DANCE 1,938FIFT GRADE SWEET SHOP 1,278YEARBOOKS 1,177MOTHER SON EVENT 909SCHOOL SPIRIT ITEMS 4,460

Description of other expenses Part I line 16

Description AmountFUNDRAISING EXPENSES 13,842SUPPLIES 36PROGRAM EXPENSES 1,828BIZ TOWN 3,300CARNIVAL EXPENSES 6,380FATHER DAUGHTER DANCE EXPENSES 3,749FIELD DAY 106FIELD TRIPS 10,089FIFTH GRADE PROMOTION 3,537FOUNDERS DAY 70ART DOCENT 3,939SCHOOL IMPROVEMENTS (39)SCHOOL IMPROVEMENTS OTHER 15,313HOSPITALITY 1,513LV FAMILY NIGHT DINNERS EXPENSE 1,590MEMBERSHIP 1,366MOTHER SON EVENT 4,229OUTDOOR EDUCATION 300RED RIBBON WEEK 1,500SCHOOL SPIRIT ITEMS 4,809TEACHER APPRECIATION 3,738YEAR BOOKS 20PROGRAM EXPENSES OTHER 2,451OPERATING EXPENSES 2,950

Raw XML Appendix199 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFUNDRAISING EXPENSES 13,842SUPPLIES 36PROGRAM EXPENSES 1,828BIZ TOWN 3,300CARNIVAL EXPENSES 6,380FATHER DAUGHTER DANCE EXPENSES 3,749FIELD DAY 106FIELD TRIPS 10,089FIFTH GRADE PROMOTION 3,537FOUNDERS DAY 70ART DOCENT 3,939SCHOOL IMPROVEMENTS (39)SCHOOL IMPROVEMENTS OTHER 15,313HOSPITALITY 1,513LV FAMILY NIGHT DINNERS EXPENSE 1,590MEMBERSHIP 1,366MOTHER SON EVENT 4,229OUTDOOR EDUCATION 300RED RIBBON WEEK 1,500SCHOOL SPIRIT ITEMS 4,809TEACHER APPRECIATION 3,738YEAR BOOKS 20PROGRAM EXPENSES OTHER 2,451OPERATING EXPENSES 2,950
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ReturnHeader/Filer/EIN0956205030
ReturnHeader/Filer/USAddress/AddressLine1Txt09205 LAKEVIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0Lakeside
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ReturnHeader/Filer/USAddress/ZIPCd092040
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09556 Vista Hills Place
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092040
ReturnHeader/PreparerPersonGrp/PhoneNum06193226832
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert M Cross Jr
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ReturnHeader/ReturnTs02023-11-13T16:37:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMANTHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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