Civic Intelligence

Westlake Elementary School P F A

990 • Fiscal year 2021 • EIN 13-4300298

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 27, 2021

Organization ProfileN/A
1571 East Potrero RoadWestlake Village, CA 91361

(805) 777-8939

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-9.0%

Faster asset growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-27%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$140,154

Down $13,828 (-9.0%) from 2020

Net Assets

Down

$140,154

Down $13,828 (-9.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin22nd percentile

Revenue

Down

$101,628

Down $36,651 (-27%) from 2020

Expenses

Down

$115,456

Down $47,576 (-29%) from 2020

Net Income

Up

-$13,828

Up $10,925 (+44%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$140,154
Liabilities$0
Net Assets$140,154
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$101,628
Expenses$115,456
Net Income-$13,828
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$101,628
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$153,982$140,154▼ $13,828
Rtn Earn Endowment Incm Other Fnds$153,982$140,154▼ $13,828
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$153,982$140,154▼ $13,828
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$153,982$140,154▼ $13,828
Total Liabilities and Net Assets / Fund Balance$153,982$140,154▼ $13,828
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Angela FollCo-president
Erika GrossCo-president
Megan MorbitzerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$91,554
Program Service Revenue
$0
Investment Income
$59
Other Revenue
$10,015
All Other Contributions
$91,554
Change in Net Assets
$-13,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$68,310
Other Expenses$47,146
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$68,310--$68,310
All Other Expenses$10,161--$10,161
Office Expenses-$5,919-$5,919
Other Expenses$4,655$5,282-$4,655
Total Functional Expenses$104,255$11,201$0$115,456
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,015
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
Megan Morbitzer
Title
Treasurer
Phone
6504650293
Signed
2021-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Foll
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
Raw XML Appendix317 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.

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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/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/PreparationDt02021-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE GRIFFITH
ReturnHeader/ReturnTs02021-10-29T18:06:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORBITZER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,154
Liabilities
$0
Net assets
$140,154
Revenue
$101,628
Expenses
$115,456
Net income
-$13,828
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
2021Detailed filing. Detailed filing data is available for this year.$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