Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
68th percentile
Higher net margin than 68% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
89th percentile
Faster asset growth than 89% of similar nonprofits.
Revenue Growth
70th percentile
Faster revenue growth than 70% of similar nonprofits.
Balance Sheet
Assets
Up$36,817
Up $15,264 (+71%) from 2023
Net Assets
Up$36,817
Up $15,264 (+71%) from 2023
Liabilities
Flat$0
Flat from 2023
Revenue And Expenses
Revenue
Up$103,165
Up $18,465 (+22%) from 2023
Expenses
Up$87,901
Up $1,285 (+1.5%) from 2023
Net Income
Up$15,264
Up $17,180 (+897%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Dec 18, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $103,165
Mission and Program Overview
Mission
To upgrade and improve the educational experiences of children in our community.
Improve educational experiences in child
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SAMANTHA LEE | Treasurer | PT | $0 | - | - |
| KELLY PARSON | President | PT | $0 | - | - |
| ADRIENNE CARPENTER | Vice President Fundraising | PT | $0 | - | - |
| BIANCA STANLEY | Vice President Membership | PT | $0 | - | - |
| MEGAN ABRAMS | Vice President Programs | PT | $0 | - | - |
| KRYSTEN BURNS | Executive Vice President | PT | $0 | - | - |
| ETNEY PENNOCK | Recording Secretary | PT | $0 | - | - |
| BETH WOODILL | Financial Secretary | PT | $0 | - | - |
| LORISSA POLLOCK | Financial Reviewer | PT | $0 | - | - |
| STEPHANIE JACQUES | Historian | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fall Fundrai | - | - | - | - |
| Fun Run | - | - | - | - |
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
- Treasurer
- Phone
- 6193902652
- Signed
- 2024-12-18
- 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 expenses Part I line 16
“Description AmountFUNDRAISING EXPENSES 3,467BANK FEES 39BIZ TOWN 3,168CARNIVAL EXPENSES 6,447FATHER DAUGHTER DANCE EXPENSES 2,148FIELD DAY 1,686FIELD TRIPS 11,077FIFTH GRADE PROMOTION 3,587ART DOCENT 4,334SCHOOL IMPROVEMENTS 5,628SCHOOL IMPROVEMENTS OTHER 14,252HOSPITALITY 3,366MEMBERSHIP 1,441MOTHER SON EVENT 4,244OUTDOOR EDUCATION 300RED RIBBON WEEK 1,312SCHOOL SPIRIT ITEMS 7,618TEACHER APPRECIATION 1,467YEAR BOOKS 253HOLIDAY EVENT 1,320BOOK FAIR EXPENSE 3,130GRADE LEVEL ALLOCATIONS 1,431SECRET SANTA SHOP 3,888STAFF APPRECIATION 111OPERATING EXPENSES 2,187”
Raw XML Appendix185 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7605229174 |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Lakeside |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92040 |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 36817 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 797 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 15264 |
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| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 21553 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 36817 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 68113 |
| IRS990EZ/GrossReceiptsAmt | 0 | 103165 |
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| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
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| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 2814 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 21553 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 36817 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 21553 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 36817 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SAMANTHA LEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KELLY PARSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ADRIENNE CARPENTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BIANCA STANLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | MEGAN ABRAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KRYSTEN BURNS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ETNEY PENNOCK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | BETH WOODILL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | LORISSA POLLOCK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | STEPHANIE JACQUES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | VICE PRESIDENT FUNDRAISING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDENT MEMBERSHIP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE PRESIDENT PROGRAMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | EXECUTIVE VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | RECORDING SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | FINANCIAL SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | FINANCIAL REVIEWER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | HISTORIAN |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 87901 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | IMPROVE EDUCATIONAL EXPERIENCES IN CHILD |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 31441 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO UPGRADE AND IMPROVE THE EDUCATIONAL EXPERIENCES OF CHILDREN IN OUR COMMUNITY. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 68113 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 87901 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 103165 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 2815 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3237 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6495 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3744 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 5456 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 21747 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 31441 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 9981 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 222 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 14587 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 56231 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 77978 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 34256 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3237 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 16476 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3966 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 20043 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 77978 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 34256 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 3237 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 16476 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 3966 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 20043 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 77978 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FUN RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | FALL FUNDRAI |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountFUNDRAISING EXPENSES 3,467BANK FEES 39BIZ TOWN 3,168CARNIVAL EXPENSES 6,447FATHER DAUGHTER DANCE EXPENSES 2,148FIELD DAY 1,686FIELD TRIPS 11,077FIFTH GRADE PROMOTION 3,587ART DOCENT 4,334SCHOOL IMPROVEMENTS 5,628SCHOOL IMPROVEMENTS OTHER 14,252HOSPITALITY 3,366MEMBERSHIP 1,441MOTHER SON EVENT 4,244OUTDOOR EDUCATION 300RED RIBBON WEEK 1,312SCHOOL SPIRIT ITEMS 7,618TEACHER APPRECIATION 1,467YEAR BOOKS 253HOLIDAY EVENT 1,320BOOK FAIR EXPENSE 3,130GRADE LEVEL ALLOCATIONS 1,431SECRET SANTA SHOP 3,888STAFF APPRECIATION 111OPERATING EXPENSES 2,187 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SAMANTHA LEE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6193902652 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-12-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LAKEVIEW ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LAKE |
| ReturnHeader/Filer/EIN | 0 | 956205030 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 841889123 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | All County Tax Services LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9556 Vista Hills Place |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Lakeside |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92040 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6193226832 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-12-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Robert M Cross Jr |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2024-12-19T17:02:21-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $36,817
- Liabilities
- $0
- Net assets
- $36,817
- Revenue
- $103,165
- Expenses
- $87,901
- Net income
- $15,264