Civic Intelligence

Westlake Elementary School P F A

990 • Fiscal year 2023 • EIN 13-4300298

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 20, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

1.2%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$265,583

Up $3,026 (+1.2%) from 2022

Net Assets

Up

$265,583

Up $3,026 (+1.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin47th percentile

Revenue

Down

$171,928

Down $44,358 (-21%) from 2022

Expenses

Up

$168,902

Up $75,019 (+80%) from 2022

Net Income

Down

$3,026

Down $119,377 (-98%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2023

Assets$265,583
Liabilities$0
Net Assets$265,583
Open 2023 Filing

Operations Trend

Revenue Growth24th 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

2023

Revenue$171,928
Expenses$168,902
Net Income$3,026
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 20, 2024
Return Version
2022v5.0
Gross Receipts
$171,928
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$262,557$265,583▲ $3,026
Rtn Earn Endowment Incm Other Fnds$262,557$265,583▲ $3,026
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$262,557$265,583▲ $3,026
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$262,557$265,583▲ $3,026
Total Liabilities and Net Assets / Fund Balance$262,557$265,583▲ $3,026
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Carolyn CherrieCo-president
Liz CahillCo-president
Jalpa PatelTreasurer
Megan MorbitzerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,120
Program Service Revenue
$0
Investment Income
$100
Other Revenue
$101,708
All Other Contributions
$70,120
Change in Net Assets
$3,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,233
Salaries, Compensation, and Employee Benefits$61,669
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$61,669--$61,669
All Other Expenses$24,858$3,140-$27,998
Other Expenses$11,084--$11,084
Office Expenses-$3,770-$3,770
Total Functional Expenses$161,992$6,910$0$168,902
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$101,708
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
2024-11-20
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
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Cultural assemblies: program service expenses 6,630. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,630. Field trips: program service expenses 6,238. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,238. Art masters supplies: program service expenses 6,058. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,058. Licensing/warranty: program service expenses 0. Management and general expenses 3,140. Fundraising expenses 0. Total expenses 3,140. Staff appreciation: program service expenses 2,739. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,739. Art masters program: program service expenses 1,498. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,498. Library purchases: program service expenses 1,008. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,008. Makerspace: program service expenses 687. Management and general expenses 0. Fundraising expenses 0. Total expenses 687.”

Raw XML Appendix333 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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IRS990/MissionDesc0THE SPECIFIC PURPOSE OF THIS ASSOCIATION IS TO ACT AS A PARENT-FACULTY ASSOCIATION AND BOOSTER CLUB FOR WESTLAKE ELEMENTARY SCHOOL IN WESTLAKE VILLAGE, CALIFORNIA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH MEMBER CASTS ONE VOTE, FORM 990 IS PROVIDED TO PRESIDENT FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CULTURAL ASSEMBLIES: PROGRAM SERVICE EXPENSES 6,630. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,630. FIELD TRIPS: PROGRAM SERVICE EXPENSES 6,238. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,238. ART MASTERS SUPPLIES: PROGRAM SERVICE EXPENSES 6,058. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,058. LICENSING/WARRANTY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,140. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,140. STAFF APPRECIATION: PROGRAM SERVICE EXPENSES 2,739. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,739. ART MASTERS PROGRAM: PROGRAM SERVICE EXPENSES 1,498. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,498. LIBRARY PURCHASES: PROGRAM SERVICE EXPENSES 1,008. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,008. MAKERSPACE: PROGRAM SERVICE EXPENSES 687. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 687.
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/TotalAssetsBOYAmt0262557
IRS990/TotalAssetsEOYAmt0265583
IRS990/TotalAssetsGrp/BOYAmt0262557
IRS990/TotalAssetsGrp/EOYAmt0265583
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt070120
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06910
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0161992
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168902
IRS990/TotalGrossUBIAmt0100
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0262557
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0265583
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt060779
IRS990/TotalProgramServiceExpensesAmt0161992
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0101708
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171928
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0100
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0262557
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0265583
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0866 HARTGLEN COURT
IRS990/USAddress/CityNm0WESTLAKE VILLAGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091361
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN MORBITZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06504650293
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-20
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/PreparationDt02024-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE GRIFFITH
ReturnHeader/ReturnTs02024-11-25T13:14:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$265,583
Liabilities
$0
Net assets
$265,583
Revenue
$171,928
Expenses
$168,902
Net income
$3,026
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
2023Detailed filing. Detailed filing data is available for this year.$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