Civic Intelligence

Lakeview Elementary PTA

990EZ • Fiscal year 2024 • EIN 20-3387574

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

Organization ProfileN/A
17510 Lakeview AvenueYorba Linda, CA 92886

(818) 640-3259

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$6,366

Flat from 2024

Net Assets

$6,366

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$51,410

Flat from 2024

Expenses

Flat

$72,459

Flat from 2024

Net Income

Flat

-$21,049

Flat from 2024

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $44,089Liabilities 2012: $02012Assets 2013: $13,802Liabilities 2013: $02013Assets 2014: $42,640Liabilities 2014: $02014Assets 2015: $31,662Liabilities 2015: $8,7202015Assets 2016: $55,635Net Assets 2016: $55,6352016Assets 2017: $46,324Net Assets 2017: $46,3242017Assets 2018: $33,451Net Assets 2018: $33,4512018Assets 2019: $34,234Net Assets 2019: $34,2342019Assets 2020: $25,573Net Assets 2020: $25,5732020Assets 2021: $19,091Net Assets 2021: $19,0912021Assets 2022: $44,264Net Assets 2022: $44,2642022Assets 2023: $27,415Net Assets 2023: $27,4152023Assets 2024: $6,366Net Assets 2024: $6,3662024Assets 2024: $6,366Liabilities 2024: $02024Assets 2025: $31,483Net Assets 2025: $31,4832025

Highlighted filing

2024

Assets$6,366
Liabilities-
Net Assets$6,366
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2012: $92,641Expenses 2012: $85,540Net Income 2012: $7,1012012Revenue 2013: $36,003Expenses 2013: $66,323Net Income 2013: -$30,3202013Revenue 2014: $57,479Expenses 2014: $28,641Net Income 2014: $28,8382014Revenue 2015: $63,610Expenses 2015: $82,744Net Income 2015: -$19,1342015Revenue 2016: $71,900Expenses 2016: $41,682Net Income 2016: $30,2182016Revenue 2017: $59,681Expenses 2017: $46,908Net Income 2017: $12,7732017Revenue 2018: $62,508Expenses 2018: $75,381Net Income 2018: -$12,8732018Revenue 2019: $83,967Expenses 2019: $83,184Net Income 2019: $7832019Revenue 2020: $62,119Expenses 2020: $70,780Net Income 2020: -$8,6612020Revenue 2021: $28,739Expenses 2021: $35,221Net Income 2021: -$6,4822021Revenue 2022: $49,621Expenses 2022: $24,448Net Income 2022: $25,1732022Revenue 2023: $47,213Expenses 2023: $64,062Net Income 2023: -$16,8492023Revenue 2024: $51,410Expenses 2024: $72,459Net Income 2024: -$21,0492024Revenue 2024: $51,410Expenses 2024: $72,459Net Income 2024: -$21,0492024Revenue 2025: $67,592Expenses 2025: $42,475Net Income 2025: $25,1172025

Highlighted filing

2024

Revenue$51,410
Expenses$72,459
Net Income-$21,049
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$51,410
Mission and Program Overview

Mission

Parent teacher association activities.

Parent teacher association meeting

Program Services

DescriptionGrantsExpenses
PARENT TEACHER ASSOCIATION ACTIVITIES-$45,796
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELYSEE SALUMBIDESPresident-$0--
VIVIANA SANMARTINIVice President-$0--
KADY GLASBYVice President-$0--
SHWETA SHAHTreasurer-$0--
AMANDA WHITESecretary-$0--
CHRISTINE LEEParliamentarian-$0--
HALEY LIHistorian-$0--
TED SHILLFin Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$24,467$24,467-$24,467
School Play$10,255$10,255-$10,255
Total Events$42,834$42,834-$42,834
Filing and Contact Details

Filer

Filer Name
Lakeview Elementary Pta
EIN
20-3387574
Phone
8186403259
Address
17510 LAKEVIEW AVENUE, YORBA LINDA, CA 92886

Signing Officer

Name
Elysee Salumbides
Title
President
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Michael C Agresti CPA
Address
17342 STAFFORD CIR, YORBA LINDA, CA 92886
Preparer
Michael C Agresti
Phone
7143213680
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Previous year income $5809”

Other Expenses.1

“PROGRAM EXPENSES $28681”

Other Expenses.2

“EVENTS EXPENSES $17115”

Other Expenses.3

“Pta & staff expenses $15696”

Other Expenses.4

“Operating expenses $10967”

Raw XML Appendix181 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHWETA SHAH
IRS990EZ/BooksInCareOfDetail/PhoneNum08186403259
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt017510 LAKEVIEW AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YORBA LINDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092886
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027415
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06366
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0522
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21049
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027415
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06366
IRS990EZ/FundraisingGrossIncomeAmt044139
IRS990EZ/GrossReceiptsAmt051410
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0932
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027415
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06366
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027415
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06366
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELYSEE SALUMBIDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VIVIANA SANMARTINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KADY GLASBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHWETA SHAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTINE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HALEY LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TED SHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FIN SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt072459
IRS990EZ/OtherRevenueTotalAmt05809
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION MEETING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PARENT TEACHER ASSOCIATION ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045796
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt044139
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt072459
IRS990EZ/TotalProgramServiceExpensesAmt045796
IRS990EZ/TotalRevenueAmt051410
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt083288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0103990
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt090943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0363296
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0363296
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083288
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090943
IRS990ScheduleA/Total509Grp/TotalAmt0363296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090943
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0363296
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL PLAY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08112
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042834
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042834
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PREVIOUS YEAR INCOME $5809
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $28681
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENTS EXPENSES $17115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA & STAFF EXPENSES $15696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATING EXPENSES $10967
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELYSEE SALUMBIDES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKEVIEW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0203387574
ReturnHeader/Filer/PhoneNum08186403259
ReturnHeader/Filer/USAddress/AddressLine1Txt017510 LAKEVIEW AVENUE
ReturnHeader/Filer/USAddress/CityNm0YORBA LINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092886
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL C AGRESTI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017342 STAFFORD CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T21:46:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,366
Liabilities
-
Net assets
$6,366
Revenue
$51,410
Expenses
$72,459
Net income
-$21,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.5$31.5$67.6$42.5$25.1
2024Detailed filing. Detailed filing data is available for this year.$6.37$6.37$51.4$72.5$21.0
2024Summary only. Only limited summary data is available for this year.$6.37$0.00$51.4$72.5$21.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$27.4$47.2$64.1$16.8
2022Detailed filing. Detailed filing data is available for this year.$44.3$44.3$49.6$24.4$25.2
2021Detailed filing. Detailed filing data is available for this year.$19.1$19.1$28.7$35.2$6.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$25.6$62.1$70.8$8.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$34.2$84.0$83.2$0.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.5$33.5$62.5$75.4$12.9
2017Detailed filing. Detailed filing data is available for this year.$46.3$46.3$59.7$46.9$12.8
2016Detailed filing. Detailed filing data is available for this year.$55.6$55.6$71.9$41.7$30.2
2015Summary only. Only limited summary data is available for this year.$31.7$8.72$63.6$82.7$19.1
2014Summary only. Only limited summary data is available for this year.$42.6$0.00$57.5$28.6$28.8
2013Summary only. Only limited summary data is available for this year.$13.8$0.00$36.0$66.3$30.3
2012Summary only. Only limited summary data is available for this year.$44.1$0.00$92.6$85.5$7.10