Civic Intelligence

Lake Grove PTA

990EZ • Fiscal year 2025 • EIN 23-7128195

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 02, 2025

Organization ProfileLAKEGROVEPTA.ORG
15777 SW Boones Ferry RoadLake Oswego, OR 97035

(503) 534-2357

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

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

Liabilities / Revenue

63rd percentile

0.00x

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

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

Net Margin

11th percentile

-40%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

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

Asset Growth

19th percentile

-24%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

45th percentile

-1.4%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$85,906

Down $51,372 (-37%) from 2022

Net Assets

Down

$85,906

Down $51,372 (-37%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin11th percentile

Revenue

Up

$68,379

Up $16,430 (+32%) from 2022

Expenses

Up

$95,564

Up $47,113 (+97%) from 2022

Net Income

Down

-$27,185

Down $30,683 (-877%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$200K$150K$100K$50K$0Assets 2013: $135,107Liabilities 2013: $0Net Assets 2013: $135,1072013Assets 2014: $133,537Liabilities 2014: $0Net Assets 2014: $133,5372014Assets 2015: $149,917Liabilities 2015: $0Net Assets 2015: $149,9172015Assets 2016: $80,400Liabilities 2016: $0Net Assets 2016: $80,4002016Assets 2017: $115,097Liabilities 2017: $0Net Assets 2017: $115,0972017Assets 2018: $134,881Liabilities 2018: $0Net Assets 2018: $134,8812018Assets 2019: $157,266Liabilities 2019: $0Net Assets 2019: $157,2662019Assets 2020: $162,880Liabilities 2020: $0Net Assets 2020: $162,8802020Assets 2021: $133,480Liabilities 2021: $0Net Assets 2021: $133,4802021Assets 2022: $137,278Liabilities 2022: $0Net Assets 2022: $137,2782022Assets 2025: $85,906Liabilities 2025: $0Net Assets 2025: $85,9062025

Highlighted filing

2025

Assets$85,906
Liabilities$0
Net Assets$85,906
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

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

$200K$100K$0-$100KRevenue 2013: $85,411Expenses 2013: $62,866Net Income 2013: $22,5452013Revenue 2014: $85,751Expenses 2014: $87,321Net Income 2014: -$1,5702014Revenue 2015: $106,375Expenses 2015: $89,995Net Income 2015: $16,3802015Revenue 2016: $95,145Expenses 2016: $164,662Net Income 2016: -$69,5172016Revenue 2017: $119,341Expenses 2017: $84,644Net Income 2017: $34,6972017Revenue 2018: $156,533Expenses 2018: $136,749Net Income 2018: $19,7842018Revenue 2019: $92,586Expenses 2019: $70,201Net Income 2019: $22,3852019Revenue 2020: $78,411Expenses 2020: $72,797Net Income 2020: $5,6142020Revenue 2021: $5,088Expenses 2021: $34,488Net Income 2021: -$29,4002021Revenue 2022: $51,949Expenses 2022: $48,451Net Income 2022: $3,4982022Revenue 2025: $68,379Expenses 2025: $95,564Net Income 2025: -$27,1852025

Highlighted filing

2025

Revenue$68,379
Expenses$95,564
Net Income-$27,185
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 2, 2025
Return Version
2024v5.2
Gross Receipts
$105,524
Mission and Program Overview

Mission

Enhancement of academic programs

Program Services

DescriptionGrantsExpenses
CLASS PARTIES,5TH GRADE CELEBRATION, YEARBOOK, DIRECTORY, LIBRARY SUPPORT AND COMMUNITY BUILDING PROGRAMS-$38,972
PROVIDING ENRICHMENT TO CLASS CURRICULUM. THIS INCLUDES DRAMA CLUB, ART LITERACY, SCIENCE FAIR AND CLASS SPECIFIC ENRICHMENT FOR EACH GRADE LEVEL-$36,870
DISCRETIONARY FUNDS TO CLASSROOM TEACHERS-$15,500
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH MEHRABZADEHCo President-$0--
NICOLE IMATANICo President-$0--
KASSIDEE HARRISONSecretary-$0--
KAT GISSELVP Enrichment-$0--
JULIE BLATZVP Enrichment-$0--
MARY SHIGENOVP Community-$0--
MONIQUE KENNEDYVP Community-$0--
JESSICA MACGREGORVP Fundraising-$0--
EMILY BACCHETTIVP Fundraising-$0--
ALIA VESTERGAARDVP Finance-$0--
KYLEEN PETERSONVP Membership-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cougar Day$81,996$49,726$36,872$12,854
Total Events$81,996$49,726$36,872$12,854
Filing and Contact Details

Filer

Filer Name
Lake Grove Pta
EIN
23-7128195
In Care Of
% ALIA VESTERGAARD
Phone
5035342357
Address
15777 SW BOONES FERRY ROAD, LAKE OSWEGO, OR 97035

Signing Officer

Name
Alia Vestergaard
Title
VP Finance
Phone
5035342357
Signed
2025-12-02
Discuss with paid preparer
No

Preparer

Firm
Shari Anderson CPA
Address
14846 S Brunner Rd, Oregon City, OR 97045
Preparer
Theodore a Anderson
Phone
5036559964
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountADMINISTRATION 1,847BANKING 20INSURANCE 235MERCHANT FEES 504QB ONLINE 320TAX PREP FILINGS 501PROGRAM SERVICES EXPENSES 91,342GREATER GIVING MEMBERSHIP 795”

Raw XML Appendix235 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP ENRICHMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP ENRICHMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP COMMUNITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP COMMUNITY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP FINANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/PrimaryExemptPurposeTxt0ENHANCEMENT OF ACADEMIC PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt013535
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DISCRETIONARY FUNDS TO CLASSROOM TEACHERS
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095564
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADMINISTRATION 1,847BANKING 20INSURANCE 235MERCHANT FEES 504QB ONLINE 320TAX PREP FILINGS 501PROGRAM SERVICES EXPENSES 91,342GREATER GIVING MEMBERSHIP 795
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ALIA VESTERGAARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum05035342357
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE GROVE PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0237128195
ReturnHeader/Filer/InCareOfNm0% ALIA VESTERGAARD
ReturnHeader/Filer/PhoneNum05035342357
ReturnHeader/Filer/USAddress/AddressLine1Txt015777 SW BOONES FERRY ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097035
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931226620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shari Anderson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014846 S Brunner Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oregon City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097045
ReturnHeader/PreparerPersonGrp/PhoneNum05036559964
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THEODORE A ANDERSON
ReturnHeader/ReturnTs02026-02-02T11:56:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,906
Liabilities
$0
Net assets
$85,906
Revenue
$68,379
Expenses
$95,564
Net income
-$27,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.68$0.96$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.52$0.48$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.05$0.34$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.78$0.73$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.93$0.70$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$1.57$1.37$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.19$0.85$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.95$1.65$0.70
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.06$0.90$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.86$0.87$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.85$0.63$0.23