Lakeview Elementary PTO

Nonprofit profile at a glance

EIN
260349925
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025, Form 990-N 2020
Location
Sarasota, FL, USA
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Parent/Teacher Group

Reported finances

Revenue
$95,831
Expenses
$126,169
Assets
$47,710
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Jennifer Richard (President)
  • Amanda Meszaros (Vice President 1)
  • Laura Mayhew-Purcell (Vice President 2)
  • Ashley Marin (Vice President 3)

People named in this filing

  • Jennifer Richard (President)
  • Amanda Meszaros (Vice President 1)
  • Laura Mayhew-Purcell (Vice President 2)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Enhance educational experience

What it reported doing in 2025

Each school year, the PTO grants funding to the Lakeview Elementary School to purchase materials outside of the school board budget to enrich the academic instruction of the childr

Operating model

Revenue model
Other-operating. 66% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 50% for direct work, and 50% for grants.

The verdict

SUPPORTED - 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: 46
  • Transparency & Controls: 82
  • Sustainability: 30
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 50.1%; rating input score 50
  • Program expense ratio: 38.1%; rating input score 38

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -31.7%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 0.38; rating input score 26; 26th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 3.6% per year; rating input score 100; 57th percentile among comparable filings
  • Revenue growth: 8.3% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: 7.8% per year; rating input score 100; 65th percentile among comparable filings

Details

  • Where the money goes: 50.1% of revenue deployed · 38.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $48K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 50/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 38/100.
  • High — Sustainability: Operating margin scored 17/100.
  • High — Sustainability: Total-asset coverage ratio scored 26/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.