Civic Intelligence

PTA Westlake Middle School

990EZ • Fiscal year 2024 • EIN 25-1596739

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 06, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

6th percentile

-91%

Higher net margin than 6% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

7th percentile

-68%

Faster asset growth than 7% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-19%

Faster revenue growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$1,711

Down $3,616 (-68%) from 2023

Net Assets

Down

$1,711

Down $3,616 (-68%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$3,988

Down $938 (-19%) from 2023

Expenses

Down

$7,604

Down $3,156 (-29%) from 2023

Net Income

Up

-$3,616

Up $2,218 (+38%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2024

Assets$1,711
Liabilities-
Net Assets$1,711
Open 2024 Filing

Operations Trend

Revenue Growth26th 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

2024

Revenue$3,988
Expenses$7,604
Net Income-$3,616
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$29,231
Mission and Program Overview

Mission

Child Advocacy

STUDENT PROGRAM SUPPORT

Program Services

DescriptionGrantsExpenses
Supported Student Activities--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY LORDPresident-$0--
MEG COMSTOCK1st VP-$0--
BRENDA DEVINE2nd VP-$0--
ELIZABETH HEBNERTreasurer-$0--
LESLIE SCHEUERINGRec Sect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
8th Grade Trip$14,969$14,969$17,452$-2,483
Bookfair$2,914$2,914$2,913$1
Total Events$28,267$28,267$25,243$3,024
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
2024-11-06
Discuss with paid preparer
No

Preparer

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

Additional Explanations

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

“Supplies 308”

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

“Insurance 329”

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

“Various student expenses and activities 3,146”

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

“Scholarships 750”

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

“Teacher-Staff expenses 2,512”

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

“Miscellaneous 56”

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

“Memberships 278”

Raw XML Appendix163 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/PersonNm0TREASURER - ELIZABETH HEBNER
IRS990EZ/BooksInCareOfDetail/PhoneNum08148338817
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04330 WESTLAKE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ERIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016505
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05327
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01711
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3616
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05327
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01711
IRS990EZ/FundraisingGrossIncomeAmt028267
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0509
IRS990EZ/GrossReceiptsAmt029231
IRS990EZ/GrossSalesOfInventoryAmt0509
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0455
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05327
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01711
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05327
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01711
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/PersonNm0ASHLEY LORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEG COMSTOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENDA DEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH HEBNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LESLIE SCHEUERING
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/OtherExpensesTotalAmt07379
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT PROGRAM SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported Student Activities
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025243
IRS990EZ/SpecialEventsNetIncomeLossAmt03024
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt07604
IRS990EZ/TotalRevenueAmt03988
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015371
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024880
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt024880
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02637
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015371
IRS990ScheduleA/Total509Grp/TotalAmt024880
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02637
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06872
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015371
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024880
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025243
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm08TH GRADE TRIP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOKFAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010384
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028267
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014969
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02914
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010384
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028267
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03024
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04878
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025243
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017452
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02913
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Various student expenses and activities 3,146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Scholarships 750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher-Staff expenses 2,512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous 56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Memberships 278
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH HEBNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
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/PreparerFirmGrp/PreparerFirmEIN0923712484
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/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LESLIE GOMEZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-06T10:11:37-00:00
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
$1,711
Liabilities
-
Net assets
$1,711
Revenue
$3,988
Expenses
$7,604
Net income
-$3,616
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