Civic Intelligence

Westlake Elementary School Pfa

EIN 13-4300298 • 501(c)3 • Westlake Village, CA

Profile

The specific purpose of this association is to act as a parent-faculty association and booster club for westlake elementary school in westlake village, california.

1571 East Potrero RoadWestlake Village, CA 91361

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

37th percentile

-13%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

6.8%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$212,885

Down $32,033 (-13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$212,885

Down $32,033 (-13%) from 2024

Revenue

Up

$269,191

Up $17,122 (+6.8%) from 2024

Expenses

Up

$301,224

Up $28,490 (+10%) from 2024

Net Income

Down

-$32,033

Down $11,368 (-55%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $149,056Liabilities 2011: $02011Assets 2012: $172,178Liabilities 2012: $0Net Assets 2012: $172,1782012Assets 2013: $143,970Liabilities 2013: $0Net Assets 2013: $143,9702013Assets 2014: $117,053Liabilities 2014: $0Net Assets 2014: $117,0532014Assets 2015: $128,681Liabilities 2015: $0Net Assets 2015: $128,6812015Assets 2016: $121,222Liabilities 2016: $0Net Assets 2016: $121,2222016Assets 2017: $227,273Liabilities 2017: $0Net Assets 2017: $227,2732017Assets 2018: $153,265Liabilities 2018: $0Net Assets 2018: $153,2652018Assets 2019: $178,735Liabilities 2019: $0Net Assets 2019: $178,7352019Assets 2020: $153,982Liabilities 2020: $0Net Assets 2020: $153,9822020Assets 2021: $140,154Liabilities 2021: $0Net Assets 2021: $140,1542021Assets 2022: $262,557Liabilities 2022: $0Net Assets 2022: $262,5572022Assets 2023: $265,583Liabilities 2023: $0Net Assets 2023: $265,5832023Assets 2024: $244,918Liabilities 2024: $0Net Assets 2024: $244,9182024Assets 2025: $212,885Liabilities 2025: $0Net Assets 2025: $212,8852025

Highlighted filing

2025

Assets$212,885
Liabilities$0
Net Assets$212,885

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $118,977Expenses 2011: $164,601Net Income 2011: -$45,6242011Revenue 2012: $175,137Expenses 2012: $152,015Net Income 2012: $23,1222012Revenue 2013: $109,687Expenses 2013: $137,895Net Income 2013: -$28,2082013Revenue 2014: $134,962Expenses 2014: $161,879Net Income 2014: -$26,9172014Revenue 2015: $161,200Expenses 2015: $149,572Net Income 2015: $11,6282015Revenue 2016: $127,666Expenses 2016: $135,125Net Income 2016: -$7,4592016Revenue 2017: $220,436Expenses 2017: $114,385Net Income 2017: $106,0512017Revenue 2018: $149,213Expenses 2018: $223,221Net Income 2018: -$74,0082018Revenue 2019: $186,548Expenses 2019: $161,078Net Income 2019: $25,4702019Revenue 2020: $138,279Expenses 2020: $163,032Net Income 2020: -$24,7532020Revenue 2021: $101,628Expenses 2021: $115,456Net Income 2021: -$13,8282021Revenue 2022: $216,286Expenses 2022: $93,883Net Income 2022: $122,4032022Revenue 2023: $171,928Expenses 2023: $168,902Net Income 2023: $3,0262023Revenue 2024: $252,069Expenses 2024: $272,734Net Income 2024: -$20,6652024Revenue 2025: $269,191Expenses 2025: $301,224Net Income 2025: -$32,0332025

Highlighted filing

2025

Revenue$269,191
Expenses$301,224
Net Income-$32,033

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$2.69$3.01$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$2.52$2.73$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$1.72$1.69$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.00$2.63$2.16$0.94$1.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$1.02$1.15$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$1.38$1.63$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$1.87$1.61$0.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$1.49$2.23$0.74
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$2.20$1.14$1.06
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.28$1.35$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.61$1.50$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$1.35$1.62$0.27
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$1.10$1.38$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$1.75$1.52$0.23
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$1.19$1.65$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$269,191
Mission and Program Overview

Mission

The specific purpose of this association is to act as a parent-faculty association and booster club for westlake elementary school in westlake village, california.

Foster a closer relationship between the home and the school to enable parents and educators to cooperate in the growth of the child and to establish unified efforts of parents and educators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$244,918$212,885▼ $32,033
Rtn Earn Endowment Incm Other Fnds$244,918$212,885▼ $32,033
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$244,918$212,885▼ $32,033
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$244,918$212,885▼ $32,033
Total Liabilities and Net Assets / Fund Balance$244,918$212,885▼ $32,033
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carolyn CherrieCo-president
Dannii DennisonCo-president
Charlene LeeTreasurer
Jaime DavisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$170,892
Program Service Revenue
$0
Investment Income
$75
Other Revenue
$98,224
All Other Contributions
$170,892
Change in Net Assets
$-32,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$228,781
Salaries, Compensation, and Employee Benefits$72,443
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$72,443--$72,443
All Other Expenses$49,246--$49,246
Other Expenses$13,300--$13,300
Office Expenses-$12,646-$12,646
Total Functional Expenses$288,578$12,646$0$301,224
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$98,224
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Each member casts one vote, form 990 is provided to president for review before filing.

Form 990, Part VI, Section C, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Westlake Elementary School Pfa
EIN
13-4300298
Phone
8057778939
Address
1571 EAST POTRERO ROAD, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Charlene Lee
Title
Treasurer
Phone
8057778939
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Cherrie
Formed
1992
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Foster Griffith & Allen Inc
Address
31351 VIA COLINAS SUITE 101, WESTLAKE VILLAGE, CA 91362
Preparer
Kyle Griffith
Phone
8188894740
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Misc. Exp.: program service expenses 9,845. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,845. Field trips: program service expenses 6,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,500. Campus improvements: program service expenses 6,189. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,189. Fine arts: program service expenses 5,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,000. Teacher fund: program service expenses 4,770. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,770. Jog a thon: program service expenses 4,638. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,638. Cultural assemblies: program service expenses 3,395. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,395. Academic enrichment: program service expenses 2,811. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,811. Library purchases: program service expenses 2,309. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,309. Assignment notebook: program service expenses 1,787. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,787. Staff appreciation: program service expenses 1,425. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,425. Yearbook: program service expenses 577. Management and general expenses 0. Fundraising expenses 0. Total expenses 577.

Raw XML Appendix332 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
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IRS990/FundraisingGrossIncomeAmt098224
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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/GrossReceiptsAmt0269191
IRS990/GroupReturnForAffiliatesInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH MEMBER CASTS ONE VOTE, FORM 990 IS PROVIDED TO PRESIDENT FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISC. EXP.: PROGRAM SERVICE EXPENSES 9,845. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,845. FIELD TRIPS: PROGRAM SERVICE EXPENSES 6,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,500. CAMPUS IMPROVEMENTS: PROGRAM SERVICE EXPENSES 6,189. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,189. FINE ARTS: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. TEACHER FUND: PROGRAM SERVICE EXPENSES 4,770. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,770. JOG A THON: PROGRAM SERVICE EXPENSES 4,638. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,638. CULTURAL ASSEMBLIES: PROGRAM SERVICE EXPENSES 3,395. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,395. ACADEMIC ENRICHMENT: PROGRAM SERVICE EXPENSES 2,811. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,811. LIBRARY PURCHASES: PROGRAM SERVICE EXPENSES 2,309. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,309. ASSIGNMENT NOTEBOOK: PROGRAM SERVICE EXPENSES 1,787. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,787. STAFF APPRECIATION: PROGRAM SERVICE EXPENSES 1,425. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,425. YEARBOOK: PROGRAM SERVICE EXPENSES 577. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 577.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0244918
IRS990/TotalAssetsEOYAmt0212885
IRS990/TotalAssetsGrp/BOYAmt0244918
IRS990/TotalAssetsGrp/EOYAmt0212885
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0170892
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012646
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0288578
IRS990/TotalFunctionalExpensesGrp/TotalAmt0301224
IRS990/TotalGrossUBIAmt075
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0244918
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0212885
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0154660
IRS990/TotalProgramServiceExpensesAmt0288578
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt098224
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0269191
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt075
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0244918
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0212885
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01571 EAST POTRERO ROAD
IRS990/USAddress/CityNm0WESTLAKE VILLAGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091361
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLENE LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08057778939
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTLAKE ELEMENTARY SCHOOL PFA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0134300298
ReturnHeader/Filer/PhoneNum08057778939
ReturnHeader/Filer/USAddress/AddressLine1Txt01571 EAST POTRERO ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091361
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200308015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOSTER GRIFFITH & ALLEN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031351 VIA COLINAS SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTLAKE VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091362
ReturnHeader/PreparerPersonGrp/PhoneNum08188894740
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE GRIFFITH
ReturnHeader/ReturnTs02025-10-22T14:18:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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