Lake View PTO
Nonprofit profile at a glance
- EIN
- 463482294
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2023
- Location
- Huntington Beach, CA, USA
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Children's, Youth Services
Reported finances
- Revenue
- $50,143
- Expenses
- $52,328
- Assets
- $29,791
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Adrianna Hyta (PTO President)
- Sandy Diaz (PTO Co-President)
- Kimberlee Ilfeld (PTO Vice President)
People named in this filing
- Adrianna Hyta (PTO President)
- Sandy Diaz (PTO Co-President)
- Kimberlee Ilfeld (PTO Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Support and enhance the educational experience of students at Lake View Elementary by fostering relationships among the school, parents, and teachers, and by providing resources and activities that enrich the curriculum and school community.
What it reported doing in 2024
Sponsored transportation expenses for field trips for all grades at a rate of $20 per student, as well as an additional $2,000 towards the cost of transportation for the 5th grade overnight field trip.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 38
- Transparency & Controls: 82
- Sustainability: 41
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 39%; rating input score 39
- Program expense ratio: 37.4%; rating input score 37
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -4.4%; rating input score 37; 37th percentile among comparable filings
- Total-asset coverage ratio: 0.57; rating input score 32; 32nd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 40.5% per year; rating input score 100; 91st percentile among comparable filings
- Revenue growth: 25% per year; rating input score 100; 92nd percentile among comparable filings
- Asset growth: -4.2% per year; rating input score 0; 26th percentile among comparable filings
Details
- Where the money goes: 39% of revenue deployed · 37.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $20K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 3 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 39/100.
- Moderate — Financial Efficiency: Program expense ratio scored 37/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- Moderate — Sustainability: Operating margin scored 37/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.