Lakota West Upbeat Club Inc

Nonprofit profile at a glance

EIN
473884628
IRS 990-EZ coverage
2023–2025
Forms available
Form 990 2022, Form 990-EZ 2025
Location
West Chester, OH, USA
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support

Reported finances

Revenue
$110,179
Expenses
$100,610
Assets
$178,806
Liabilities
$27,832

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

Leadership & pay

7 people listed

Executive titles in this filing

  • Charity Feagley (President)

People named in this filing

  • Charity Feagley (President)
  • Anastacia Loberg (Trerasurer)
  • Katie Dixon (VP Student Experiences)

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

To provide financial Support for Lakota West Band Programs

What it reported doing in 2025

The concert band support provide support for students in grades 7-12 by providing equipment guest conductors music and other supplies to run the band program.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 100
  • Sustainability: 57
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.3%; rating input score 72
  • Program expense ratio: 78.5%; rating input score 79

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 8.7%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 1.78; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: 0.16; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 6.7% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: 5.7% per year; rating input score 100; 47th percentile among comparable filings
  • Asset growth: -1.2% per year; rating input score 0; 23rd percentile among comparable filings

Details

  • Where the money goes: 72.3% of revenue deployed · 78.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $79K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 3 filing years from 2023 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 — Sustainability: Operating margin scored 53/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.