Lakeview Elementary PTA

990EZ • Fiscal year 2024 • EIN 95-6205030

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 18, 2024

Organization Profile N/A

9205 Lakeview RoadLakeside, CA 92040

(760) 522-9174

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$36,817

Up $15,264 (+71%) from 2023

Net Assets

$36,817

Up $15,264 (+71%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Revenue

$103,165

Up $18,465 (+22%) from 2023

Expenses

$87,901

Up $1,285 (+1.5%) from 2023

Net Income

$15,264

Up $17,180 (+897%) from 2023

Historical Trend

Balance Sheet Trend

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

Highlighted filing

2024

Assets$36,817

Liabilities$0

Net Assets$36,817

Open 2024 Filing

Operations Trend

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

Highlighted filing

2024

Revenue$103,165

Expenses$87,901

Net Income$15,264

Open 2024 Filing

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KELLY PARSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	BIANCA STANLEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	VICE PRESIDENT FUNDRAISING
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	EXECUTIVE VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	FINANCIAL REVIEWER
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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
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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
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ReturnHeader/Filer/USAddress/ZIPCd	0	92040
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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.

Open filing

Assets: $36,817
Liabilities: $0
Net assets: $36,817
Revenue: $103,165
Expenses: $87,901
Net income: $15,264

	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