LAKEVIEW ELEMENTARY SCHOOL PARENT … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Phone

9259224768

Tax Period

2018-06-01 to 2019-05-31

LAKEVIEW ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION, founded in 2005, is a small nonprofit in the Education sector that reported $109K in total revenue in fiscal year 2018. Revenue decreased 19% compared to the prior year. Expenses of $123K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROVIDE LAKEVIEW SCHOOL WITH FUNDS FOR ADDITIONAL CURRICULUM, ENRICHMENT PROGRAMS, SITE ENHANCEMENTS, SUPPLIES AND EVENTS.

Program Service Accomplishments

Program 1

Expenses: $63,754

PROVIDE FUNDS FOR ASSEMBLIES, CEREMONIES AND AFTER SCHOOL ENRICHMENT PROGRAMS

Program 2

Expenses: $43,780

PROVIDE EQUIPMENT TO IMPROVE STUDENT LEARNING OPPORTUNITIES.

Program 3

Expenses: $9,982

PROVIDE FUNDS FOR VARIOUS FINANCIAL NEEDS FOR TEACHERS AND STAFF APPRECIATION, SUPPLIES, FIELD TRIPS AND OTHER PROGRAM NEEDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $35,797

Program Service Revenue $0

Investment Income $5

Other Revenue $72,858

TOTAL REVENUE $108,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,516

Other Expenses $122,943

TOTAL EXPENSES $122,943

Year-over-Year Comparison

	2018	2017	Change
Revenue	$108,660	$133,744	-0.2%
Expenses	$122,943	$131,370	-0.1%
Net Income	$-14,283	$2,374	-7.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TYSON BUNCH	President & CEO	5.00	Director	$0	$0	$0
SCOTT KINSELLA	Vice President	5.00	Director	$0	$0	$0
MICHELLE STARKEL	Treasurer	5.00	Director	$0	$0	$0
JULIA EVANS	Secretary	5.00	Director	$0	$0	$0
ANDREA MOON	Treasurer	5.00	Director	$0	$0	$0
TRICIA JOHNSTONE	Director	5.00	Director	$0	$0	$0
KATIE ALLRED	Director	5.00	Director	$0	$0	$0
KRISTIN FRANK	Director	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$108,660	$122,943	$97,293	$-14,283

LAKEVIEW ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION