Civic Intelligence

Ralph a Gates Elementary School PTA California Congress

EIN 33-0441170 • 501(c)3 • Lake Forest, CA

Profile

Information, advocacy, educational enrichment support

23882 Landisview AveLake Forest, CA 92630

gatespta.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

13th percentile

-57%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

29th percentile

-26%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

23rd percentile

-39%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$43,799

Down $15,017 (-26%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$43,799

Down $15,017 (-26%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$26,446

Down $16,888 (-39%) from 2024

Expenses

Down

$41,463

Down $11,552 (-22%) from 2024

Net Income

Down

-$15,017

Down $5,336 (-55%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$80K$60K$40K$20K$0Assets 2020: $16,298Net Assets 2020: $16,2982020Assets 2021: $39,095Net Assets 2021: $39,0952021Assets 2022: $58,672Net Assets 2022: $58,6722022Assets 2023: $68,497Net Assets 2023: $68,4972023Assets 2024: $58,816Net Assets 2024: $58,8162024Assets 2025: $43,799Net Assets 2025: $43,7992025

Highlighted filing

2025

Assets$43,799
Liabilities-
Net Assets$43,799
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $25,490Expenses 2020: $28,167Net Income 2020: -$2,6772020Revenue 2021: $40,273Expenses 2021: $18,153Net Income 2021: $22,1202021Revenue 2022: $52,373Expenses 2022: $32,117Net Income 2022: $20,2562022Revenue 2023: $57,466Expenses 2023: $47,641Net Income 2023: $9,8252023Revenue 2024: $43,334Expenses 2024: $53,015Net Income 2024: -$9,6812024Revenue 2025: $26,446Expenses 2025: $41,463Net Income 2025: -$15,0172025

Highlighted filing

2025

Revenue$26,446
Expenses$41,463
Net Income-$15,017
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$43,799
Liabilities
-
Net assets
$43,799
Revenue
$26,446
Expenses
$41,463
Net income
-$15,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.8$43.8$26.4$41.5$15.0
2024Detailed filing. Detailed filing data is available for this year.$58.8$58.8$43.3$53.0$9.68
2023Detailed filing. Detailed filing data is available for this year.$68.5$68.5$57.5$47.6$9.83
2022Detailed filing. Detailed filing data is available for this year.$58.7$58.7$52.4$32.1$20.3
2021Detailed filing. Detailed filing data is available for this year.$39.1$39.1$40.3$18.2$22.1
2020Detailed filing. Detailed filing data is available for this year.$16.3$16.3$25.5$28.2$2.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$49,634
Mission and Program Overview

Mission

Information, advocacy, educational enrichment support

Program Services

DescriptionGrantsExpenses
Student Educational Enrichment Programs Funding-$27,639
Teacher and Staff Support Programs Funding-$10,842
Family Programs Funding-$709
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BiethPresidentPT$0--
Kelly MiclotVice PresidentPT$0--
Matthew LeonardTreasurerPT$0--
Jillian StoneSecretaryPT$0--
Samira ShahHistorianPT$0--
Vicki BalloonParliamentarianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Readathon$19,701$19,701$204$19,497
Book Fair$9,833$9,833$9,833$0
Total Events$37,194$37,194$16,223$20,971
Filing and Contact Details

Filer

Filer Name
Ralph A Gates Elementary School PTA California Congress
EIN
33-0441170
In Care Of
% Jennifer Gonzalez
Phone
9498372260
Address
23882 Landisview Ave, Lake Forest, CA 92630

Signing Officer

Name
Jennifer Gonzalez
Title
Treasurer
Phone
9498372260
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth A Weber CPA
Phone
9492909333
Supplemental Narrative

Additional Explanations

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

“Student Educational Enrichment Programs Funding 27,639”

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

“Teacher and Staff Support Programs Funding 10,842”

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

“/Parent/Family Programs Funding 709”

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

“PTA Administrative Expenses 1,808”

Raw XML Appendix179 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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