Civic Intelligence

PTA Westlake Middle School

990EZ • Fiscal year 2023 • EIN 25-1596739

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 02, 2023

Organization ProfileN/A
4330 West Lake RdErie, PA 16505

(814) 833-8817

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

5th percentile

-118%

Higher net margin than 5% 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

10th percentile

-52%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

88th percentile

87%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$5,327

Down $5,834 (-52%) from 2022

Net Assets

Down

$5,327

Down $5,834 (-52%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Up

$4,926

Up $2,289 (+87%) from 2022

Expenses

Up

$10,760

Up $1,258 (+13%) from 2022

Net Income

Up

-$5,834

Up $1,031 (+15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$30K$20K$10K$0Assets 2011: $21,025Net Assets 2011: $21,0252011Assets 2012: $27,249Net Assets 2012: $27,2492012Assets 2013: $25,302Net Assets 2013: $25,3022013Assets 2015: $22,369Net Assets 2015: $22,3692015Assets 2016: $21,276Net Assets 2016: $21,2762016Assets 2022: $11,161Net Assets 2022: $11,1612022Assets 2023: $5,327Net Assets 2023: $5,3272023Assets 2024: $1,711Net Assets 2024: $1,7112024Assets 2025: $5,434Net Assets 2025: $5,4342025

Highlighted filing

2023

Assets$5,327
Liabilities-
Net Assets$5,327
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $5,624Expenses 2011: $2,039Net Income 2011: $3,5852011Revenue 2012: $8,049Expenses 2012: $1,825Net Income 2012: $6,2242012Revenue 2013: $2,670Expenses 2013: $4,617Net Income 2013: -$1,9472013Revenue 2015: $934Expenses 2015: $185Net Income 2015: $7492015Revenue 2016: $48,777Expenses 2016: $49,870Net Income 2016: -$1,0932016Revenue 2022: $2,637Expenses 2022: $9,502Net Income 2022: -$6,8652022Revenue 2023: $4,926Expenses 2023: $10,760Net Income 2023: -$5,8342023Revenue 2024: $3,988Expenses 2024: $7,604Net Income 2024: -$3,6162024Revenue 2025: $6,557Expenses 2025: $2,834Net Income 2025: $3,7232025

Highlighted filing

2023

Revenue$4,926
Expenses$10,760
Net Income-$5,834
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$36,203
Mission and Program Overview

Mission

Child Advocacy

STUDENT PROGRAM SUPPORT

Program Services

DescriptionGrantsExpenses
Supported Student Activities--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATH MOSSPresident-$0--
ASHLEY LORD1st VP-$0--
LISA GRASSI2nd VP-$0--
ELIZABETH HEBNERTreasurer-$0--
SHAWN RUSSELLRec Sect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
8th Grd Trip$19,294$19,294$18,577$717
Book Fair$4,907$4,907$5,030$-123
Total Events$33,681$33,681$28,712$4,969
Filing and Contact Details

Filer

Filer Name
Pta Westlake Middle School
EIN
25-1596739
In Care Of
% ELIZABETH HEBNER
Address
4330 WEST LAKE RD, ERIE, PA 16505

Signing Officer

Name
Elizabeth Hebner
Title
Treasurer
Signed
2023-11-02
Discuss with paid preparer
No

Preparer

Firm
Afs Tax Services
Address
2308 W 8TH ST, ERIE, PA 16505
Preparer
Walter Feder0wicz
Phone
8144534981
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“MISC INCOME 224”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 328”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues - PTA 95”

Form 990-EZ, Part I, Line 16, Other Expenses

“Various student expenses and activities 6,289”

Form 990-EZ, Part I, Line 16, Other Expenses

“Scholarships 750”

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher-Staff expenses 2,872”

Form 990-EZ, Part I, Line 16, Other Expenses

“Miscellaneous 144”

Raw XML Appendix176 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER - JAMIE HAYFORD
IRS990EZ/BooksInCareOfDetail/PhoneNum08148338817
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04330 WESTLAKE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ERIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016505
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011161
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05327
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt02565
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5834
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011161
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05327
IRS990EZ/FundraisingGrossIncomeAmt033681
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-801
IRS990EZ/GrossReceiptsAmt036203
IRS990EZ/GrossSalesOfInventoryAmt01764
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0534
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011161
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05327
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011161
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05327
IRS990EZ/OccupancyRentUtltsAndMaintAmt082
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATH MOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ASHLEY LORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA GRASSI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH HEBNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHAWN RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4REC SECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010478
IRS990EZ/OtherRevenueTotalAmt0224
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT PROGRAM SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported Student Activities
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028712
IRS990EZ/SpecialEventsNetIncomeLossAmt04969
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt010760
IRS990EZ/TotalRevenueAmt04926
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025488
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050368
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt050368
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02637
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015371
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025488
IRS990ScheduleA/Total509Grp/TotalAmt050368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02637
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06872
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt015371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025488
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt050368
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028712
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm08TH GRD TRIP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09480
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033681
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04969
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05105
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028712
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018577
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05030
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISC INCOME 224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues - PTA 95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Various student expenses and activities 6,289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Scholarships 750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher-Staff expenses 2,872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous 144
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH HEBNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA WESTLAKE MIDDLE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0251596739
ReturnHeader/Filer/InCareOfNm0% ELIZABETH HEBNER
ReturnHeader/Filer/USAddress/AddressLine1Txt04330 WEST LAKE RD
ReturnHeader/Filer/USAddress/CityNm0ERIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016505
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205950979
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AFS TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02308 W 8TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ERIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016505
ReturnHeader/PreparerPersonGrp/PhoneNum08144534981
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER FEDER0WICZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-02T07:50:01-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HEBNER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,327
Liabilities
-
Net assets
$5,327
Revenue
$4,926
Expenses
$10,760
Net income
-$5,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.43$5.43$6.56$2.83$3.72
2024Detailed filing. Detailed filing data is available for this year.$1.71$1.71$3.99$7.60$3.62
2023Detailed filing. Detailed filing data is available for this year.$5.33$5.33$4.93$10.8$5.83
2022Detailed filing. Detailed filing data is available for this year.$11.2$11.2$2.64$9.50$6.87
2016Detailed filing. Detailed filing data is available for this year.$21.3$21.3$48.8$49.9$1.09
2015Detailed filing. Detailed filing data is available for this year.$22.4$22.4$0.93$0.19$0.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.3$25.3$2.67$4.62$1.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$27.2$8.05$1.83$6.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$21.0$5.62$2.04$3.59
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits