Civic Intelligence

Lomarena Elementary PTA

EIN 33-0235244 • 501(c)3 • Laguna Hills, CA

Profile

Information, advocacy, educational enrichment

25100 Earhart RoadLaguna Hills, CA 92653

lomarenapta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

85th percentile

40%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

62nd percentile

8.3%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$54,173

Up $19,747 (+57%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$54,173

Up $19,747 (+57%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$52,424

Up $27,853 (+113%) from 2024

Expenses

Up

$32,677

Up $14,579 (+81%) from 2024

Net Income

Up

$19,747

Up $13,274 (+205%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2022: $33,842Liabilities 2022: $0Net Assets 2022: $33,8422022Assets 2023: $27,762Net Assets 2023: $27,7622023Assets 2024: $34,426Net Assets 2024: $34,4262024Assets 2025: $54,173Net Assets 2025: $54,1732025

Highlighted filing

2025

Assets$54,173
Liabilities-
Net Assets$54,173
Open 2025 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2022: $58,415Expenses 2022: $52,743Net Income 2022: $5,6722022Revenue 2023: $44,717Expenses 2023: $50,796Net Income 2023: -$6,0792023Revenue 2024: $24,571Expenses 2024: $18,098Net Income 2024: $6,4732024Revenue 2025: $52,424Expenses 2025: $32,677Net Income 2025: $19,7472025

Highlighted filing

2025

Revenue$52,424
Expenses$32,677
Net Income$19,747
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$54,173
Liabilities
-
Net assets
$54,173
Revenue
$52,424
Expenses
$32,677
Net income
$19,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.2$54.2$52.4$32.7$19.7
2024Detailed filing. Detailed filing data is available for this year.$34.4$34.4$24.6$18.1$6.47
2023Detailed filing. Detailed filing data is available for this year.$27.8$27.8$44.7$50.8$6.08
2022Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$58.4$52.7$5.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 13, 2025
Return Version
2024v5.2
Gross Receipts
$76,800
Mission and Program Overview

Mission

Information, advocacy, educational enrichment

Program Services

DescriptionGrantsExpenses
Student Educational Programs Funding Art, Field Trips, Clubs-$14,971
Teacher and Staff Appreciation and Classroom Programs Funding-$6,806
School Improvement Programs and Educational Programs Funding-$5,247
Family Events and Programs Funding-$3,542
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy SavagePresident-$0--
Veronica FigueroaExec. V. P.-$0--
Russell FieldsTreasurer-$0--
Megan ChiorelloRecording Secretary-$0--
Jannette HallFinancial Secretary-$0--
Monica MaysParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$29,549$29,549$4,109$25,440
School Play$23,241$23,241$11,158$12,083
Total Events$65,033$65,033$23,407$41,626
Filing and Contact Details

Filer

Filer Name
Lomarena Elementary PTA
EIN
33-0235244
In Care Of
% Russell Fields
Phone
9495811370
Address
25100 Earhart Road, Laguna Hills, CA 92653

Signing Officer

Name
Russell Fields
Title
Treasurer
Phone
9495811370
Signed
2025-12-13
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

“Family Events and Programs Funding Grants and allocations 0, Program service expenses 3,542”

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

“Fundraising 24”

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

“Student Educational Programs Funding 14,971”

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

“School Improvement and Educational Programs Funding 5,247”

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

“Teacher Staff Appreciation and Classroom Programs Funding 6,806”

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

“Family Events and Programs Funding 3,542”

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

“PTA Administrative Expenses 1,596”

Raw XML Appendix197 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Russell Fields
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09495811370
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-13
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ReturnHeader/Filer/BusinessNameControlTxt0LOMA
ReturnHeader/Filer/EIN0330235244
ReturnHeader/Filer/InCareOfNm0% Russell Fields
ReturnHeader/Filer/PhoneNum09495811370
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ReturnHeader/Filer/USAddress/ZIPCd092653
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ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-13
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ReturnHeader/ReturnTs02025-12-13T11:18:30-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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