Civic Intelligence

Lomarena Elementary PTA

990EZ • Fiscal year 2023 • EIN 33-0235244

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

25100 Earhart RoadLaguna Hills, CA 92653

(949) 581-1370

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

24th percentile

-14%

Higher net margin than 24% 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

25th percentile

-18%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Down

$27,762

Down $6,080 (-18%) from 2022

Net Assets

Down

$27,762

Down $6,080 (-18%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$44,717

Down $13,698 (-23%) from 2022

Expenses

Down

$50,796

Down $1,947 (-3.7%) from 2022

Net Income

Down

-$6,079

Down $11,751 (-207%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$27,762
Liabilities-
Net Assets$27,762

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$44,717
Expenses$50,796
Net Income-$6,079
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$83,687
Mission and Program Overview

Mission

Information, advocacy, educational enrichment

Program Services

DescriptionGrantsExpenses
School Improvement Programs and Educational Programs Funding-$22,632
Student Educational Programs Funding Art, Field Trips, Clubs-$11,569
Teacher and Staff Appreciation and Classroom Programs Funding-$7,913
Family Events and Programs Funding-$6,654
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Veronica FigueroaPresident-$0--
Megan ChiorelloExec. V. P.-$0--
Stephanie HinojosaV. P. Programs-$0--
Britnee JacobsenV. P. Fundraising-$0--
Melissa KrispinFin. Secy-$0--
Jenn VillarealRecording Secy-$0--
Sabrina Skeels See Sch OHistorian-$0--
Joanna PalloParliamentarian-$0--
Linda LauCorrespo. Secy-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$50,530$50,530$19,519$31,011
Holiday Store Event$10,189$10,189$10,189$0
Total Events$67,129$67,129$35,436$31,693
Filing and Contact Details

Filer

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

Signing Officer

Name
Jenelle Glatfelter
Title
Treasurer
Phone
9495811370
Signed
2023-11-13
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 6,654

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

Student Programs Funding Field Trips, Art, Clubs 11,569

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

School Improvement and Educational Programs Funding 22,632

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

Teacher Staff Appreciation and Classroom Programs Funding 7,913

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

Family Events and Programs Funding 6,654

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

PTA Administrative Expenses 1,648

Form 990-EZ, Part I, Line 20, Net Assets

Rounding -1

Form 990-EZ, Part IV, Line E

Board Member Sabrina Skeels is also a school district employee.

Form 990-EZ, Part V, Line 34

The following Bylaws changes were made during the FY ended 6/30/2023 1 Standing Rules, Section 7 Association meetings will be held on the first Thursday of the months of September, November, January, March and May. 2 Standing rules, Section 11-Executive Board meetings wil be help on the third Tuesday of each month. 3 Standing Rules, Section 17-Standing Comittees Removed Box Tops added Cashless Fundraising. 4 Article VII, Section 8-Teleconferencing added to the options for any Association Meeting. 5 Article VIII, Section 8-Teleconferencing added to the options for any Executive Board Meeting.

Raw XML Appendix220 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/PersonNm7Joanna Pallo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Linda Lau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fin. Secy
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Correspo. Secy
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt050416
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt035436
IRS990EZ/SpecialEventsNetIncomeLossAmt031693
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058177
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Events and Programs Funding Grants and allocations 0, Program service expenses 6,654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Programs Funding Field Trips, Art, Clubs 11,569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Improvement and Educational Programs Funding 22,632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Staff Appreciation and Classroom Programs Funding 7,913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Family Events and Programs Funding 6,654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Administrative Expenses 1,648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rounding -1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Board Member Sabrina Skeels is also a school district employee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The following Bylaws changes were made during the FY ended 6/30/2023 1 Standing Rules, Section 7 Association meetings will be held on the first Thursday of the months of September, November, January, March and May. 2 Standing rules, Section 11-Executive Board meetings wil be help on the third Tuesday of each month. 3 Standing Rules, Section 17-Standing Comittees Removed Box Tops added Cashless Fundraising. 4 Article VII, Section 8-Teleconferencing added to the options for any Association Meeting. 5 Article VIII, Section 8-Teleconferencing added to the options for any Executive Board Meeting.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
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 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part IV, Line e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part V, Line 34
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jenelle Glatfelter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09495811370
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lomarena Elementary PTA
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ReturnHeader/Filer/EIN0330235244
ReturnHeader/Filer/InCareOfNm0% Jenelle Glatfelter
ReturnHeader/Filer/PhoneNum09495811370
ReturnHeader/Filer/USAddress/AddressLine1Txt025100 Earhart Road
ReturnHeader/Filer/USAddress/CityNm0Laguna Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T10:01:05-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jenelle
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Glatfelter
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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