Civic Intelligence

Lake Elementary School PTA

990EZ • Fiscal year 2024 • EIN 33-0300358

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 26, 2024

Refreshing map…

4950 Lake BlvdOceanside, CA 92056

(760) 945-5300

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

37th percentile

-2.3%

Higher net margin than 37% 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

37th percentile

-6.1%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

57th percentile

8.5%

Faster revenue growth than 57% of similar nonprofits.

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

Assets

Down

$33,143

Down $2,171 (-6.1%) from 2023

Net Assets

Down

$33,143

Down $2,171 (-6.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$93,516

Up $7,314 (+8.5%) from 2023

Expenses

Up

$95,687

Up $3,736 (+4.1%) from 2023

Net Income

Up

-$2,171

Up $3,578 (+62%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $9,973Net Assets 2012: $9,9732012Assets 2014: $7,030Net Assets 2014: $7,0302014Assets 2015: $7,292Net Assets 2015: $7,2922015Assets 2016: $11,287Net Assets 2016: $11,2872016Assets 2018: $18,645Net Assets 2018: $18,6452018Assets 2019: $33,399Net Assets 2019: $33,3992019Assets 2020: $61,657Net Assets 2020: $61,6572020Assets 2021: $48,854Net Assets 2021: $48,8542021Assets 2022: $41,063Net Assets 2022: $41,0632022Assets 2023: $35,314Net Assets 2023: $35,3142023Assets 2024: $33,143Net Assets 2024: $33,1432024Assets 2025: $34,223Net Assets 2025: $34,2232025

Highlighted filing

2024

Assets$33,143
Liabilities-
Net Assets$33,143

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $38,976Expenses 2012: $3,109Net Income 2012: $35,8672012Revenue 2014: $43,818Expenses 2014: $46,537Net Income 2014: -$2,7192014Revenue 2015: $43,055Expenses 2015: $42,793Net Income 2015: $2622015Revenue 2016: $61,749Expenses 2016: $57,754Net Income 2016: $3,9952016Revenue 2018: $59,335Expenses 2018: $55,387Net Income 2018: $3,9482018Revenue 2019: $74,236Expenses 2019: $59,482Net Income 2019: $14,7542019Revenue 2020: $87,507Expenses 2020: $59,249Net Income 2020: $28,2582020Revenue 2021: $21,228Expenses 2021: $34,031Net Income 2021: -$12,8032021Revenue 2022: $77,497Expenses 2022: $85,288Net Income 2022: -$7,7912022Revenue 2023: $86,202Expenses 2023: $91,951Net Income 2023: -$5,7492023Revenue 2024: $93,516Expenses 2024: $95,687Net Income 2024: -$2,1712024Revenue 2025: $88,287Expenses 2025: $87,207Net Income 2025: $1,0802025

Highlighted filing

2024

Revenue$93,516
Expenses$95,687
Net Income-$2,171
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 26, 2024
Return Version
2023v5.1
Gross Receipts
$126,503
Mission and Program Overview

Mission

Enhance the learning environment for students attending lake elementary

Program Services

DescriptionGrantsExpenses
EDUCATIONAL SUPPORT: FIELD TRIPS, EDUCATIONAL EQUIPMENT, DAYTIME/EVENING ASSEMBLIES, SNACKS-$89,278
COMMUNITY SUPPORT: HONORARY SERVICE AWARDS, VUSD ARTS FESTIVAL, LAKELINES NEWSLETTER, REFLECTIONS ART CONTEST, STAFF APPRECIATION,SCHOOL MURAL-$2,238
HEALTH & WELFARE SUPPORT: SCHOLARSHIPS, DONATIONS TO NEEDY FAMILIES, STUDENT AWARDS AND REWARDS-$1,952
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN KRUGMANPresidentPT$0--
CRISSI ANDRADEVice PresidentPT$0--
JAMES GERKENTreasurerPT$0--
WAYNE DERSCHSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rock-a-thon$70,624$70,624$18,251$52,373
Book Fair$6,445$6,445$6,461$-16
Total Events$83,085$83,085$32,987$50,098
Filing and Contact Details

Filer

Filer Name
Lake Elementary School Pta
EIN
33-0300358
Phone
7609455300
Address
4950 LAKE BLVD, OCEANSIDE, CA 92056

Signing Officer

Name
Megan Krugman
Title
President
Signed
2024-11-26
Discuss with paid preparer
Yes

Preparer

Firm
Filipovitch & Co
Address
5800 ARMADA DRIVE SUITE 290, CARLSBAD, CA 92008
Preparer
Catherine L Nielsen
Phone
7606028200
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $94

Other Expenses.1012

Insurance $327

Other Expenses.1

Program & event supplies $91230

Other Expenses.2

STAFF APPRECIATION $2238

Other Expenses.3

WEBSITE FEES $671

Other Expenses.4

Merchant service fees $490

Other Expenses.5

MEMBERSHIP EXPENSE $179

Other Expenses.6

BANK CHARGES $8

Raw XML Appendix188 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/ExplanationTxt1Insurance $327
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN KRUGMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0330300358
ReturnHeader/Filer/PhoneNum07609455300
ReturnHeader/Filer/USAddress/AddressLine1Txt04950 LAKE BLVD
ReturnHeader/Filer/USAddress/CityNm0OCEANSIDE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371747749
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05800 ARMADA DRIVE SUITE 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07606028200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L NIELSEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-26T09:22:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings