Civic Intelligence

Lomarena Elementary PTA

990EZ • Fiscal year 2025 • EIN 33-0235244

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 13, 2025

Organization Profilelomarenapta.org
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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

88th percentile

38%

Higher net margin than 88% 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

88th percentile

57%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

94th percentile

113%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$54,173

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

Net Assets

Up

$54,173

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

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th 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

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2025

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

Operations Trend

Revenue Growth94th percentile

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

2025

Revenue$52,424
Expenses$32,677
Net Income$19,747
Open 2025 Filing
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 Pay82nd 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Secretary
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032186
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt026
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Family Events and Programs Funding
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014971
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt041626
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalProgramServiceExpensesAmt030566
IRS990EZ/TotalRevenueAmt052424
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0lomarenapta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08668
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013539
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IRS990ScheduleA/InvestmentIncomeCYPct00.00010
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/PublicSupportTotal509Amt0350451
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076800
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011158
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Family Events and Programs Funding Grants and allocations 0, Program service expenses 3,542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fundraising 24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Educational Programs Funding 14,971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Improvement and Educational Programs Funding 5,247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Staff Appreciation and Classroom Programs Funding 6,806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Family Events and Programs Funding 3,542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA Administrative Expenses 1,596
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
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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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Russell Fields
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09495811370
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lomarena Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOMA
ReturnHeader/Filer/EIN0330235244
ReturnHeader/Filer/InCareOfNm0% Russell Fields
ReturnHeader/Filer/PhoneNum09495811370
ReturnHeader/Filer/USAddress/AddressLine1Txt025100 Earhart Road
ReturnHeader/Filer/USAddress/CityNm0Laguna Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092653
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerPersonGrp/PhoneNum09492909333
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Weber CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-13T11:18:30-00:00
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
$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