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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 56-2152393

LAKESHORE ELEMENTARY SCHOOL PTO

Tax-exempt · MOORESVILLE, NC 28117

Financials

$56K$56K2023$39K$56K2024
Revenue Expenses · by fiscal year end
Financials of LAKESHORE ELEMENTARY SCHOOL PTO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$39,418$56,476-$17,058$29,183$0$29,183
June 30, 2024990-EZ$56,441$56,479-$38$46,241$0$46,241
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Net income from fundraising events
$38,241
Other revenue
$1,177

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,500
Printing, publications and postage
$2,512
Other expenses
$52,464
Program services (functional)
$52,001

Balance sheet and other

Total assets, start of year
$46,241
Total assets, end of year
$29,183
Total liabilities, end of year
$0
Net assets, end of year
$29,183
Cash, savings and investments
$29,158
Gross receipts
$76,866

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
LAUREN DILLONPRESIDENT5$0
HEIDI WILDEVICE PRESIDENT5$0
WHITNEY LOWESECRETARY5$0
JEN EVANSBOARD MEMBER5$0
KASSANDRA STOCKAMPTREASURER5$0
990-EZ for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
CINDY STROMPRESIDENT5$0
LAUREN DILLONVICE PRESIDENT5$0
HEIDI WILDEBOARD MEMBER5$0
WHITNEY LOWEBOARD MEMBER5$0
KAMMIE HARRISBOARD MEMBER5$0
JEN EVANSBOARD MEMBER5$0

Address and contacts

Address (IRS master file)
252 LAKESHORE SCHOOL DR, MOORESVILLE, NC 28117-8483
In care of
% VICKIE SAWYER
Mailing address (990-N for 2013)
252 Lakeshore School Rd, Mooresville NC 28117
Principal officer (990-N for 2013)
Heather Ueltschi, 252 Lakeshore School Rd, Mooresville NC 28117
Signed the 990-EZ
LAUREN DILLON, PRESIDENT
Phone
(704) 660-5970
Return prepared by
MARTIN STARNES & ASSOCIATES CPAS PA

Mission

SEE ORGANIZATION'S PRIMARY EXEMPT PURPOSE

990-EZ for the year ended June 30, 2025

Program accomplishments

  • TO PROMOTE THE EDUCATIONAL WELFARE OF THE STUDENTS AT LAKESHORE ELEMENTARY SCHOOL AND ALLOW PARENTS AND TEACHERS TO WORK TOETHER IN EDUCATING OUR CHILDREN.
    Expenses $52,001

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for LAKESHORE ELEMENTARY SCHOOL PTO

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
56-2152393
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B94)
Assets (IRS master file)
$29,183
Income (IRS master file)
$76,866

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$39,418$56,476$29,183XML
990-EZJune 2024$56,441$56,479$46,241XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS
990-N for 2013
Officer: Heather Ueltschi
June 30, 2014≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2152393).

Questions about LAKESHORE ELEMENTARY SCHOOL PTO

What is the EIN of LAKESHORE ELEMENTARY SCHOOL PTO?
The employer identification number (EIN) of LAKESHORE ELEMENTARY SCHOOL PTO is 56-2152393.
Is LAKESHORE ELEMENTARY SCHOOL PTO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to LAKESHORE ELEMENTARY SCHOOL PTO tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKESHORE ELEMENTARY SCHOOL PTO file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LAKESHORE ELEMENTARY SCHOOL PTO due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKESHORE ELEMENTARY SCHOOL PTO last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who is the principal officer of LAKESHORE ELEMENTARY SCHOOL PTO?
The 990-N for 2013 names Heather Ueltschi.
Who are the officers and directors of LAKESHORE ELEMENTARY SCHOOL PTO?
The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does LAKESHORE ELEMENTARY SCHOOL PTO have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $39,418, expenses of $56,476 and total assets of $29,183 at year end.

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