Civic Intelligence

Richard Henry Lee PTA

990EZ • Fiscal year 2014 • EIN 33-0516688

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

11481 Foster Road90720

(562) 598-0775

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

33rd percentile

-6.2%

Faster asset growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-9.1%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$45,462

Down $2,992 (-6.2%) from 2013

Net Assets

Down

$45,462

Down $2,992 (-6.2%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$74,794

Down $7,508 (-9.1%) from 2013

Expenses

Up

$77,786

Up $11,689 (+18%) from 2013

Net Income

Down

-$2,992

Down $19,197 (-118%) from 2013

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $32,249Net Assets 2012: $32,2492012Assets 2013: $48,454Net Assets 2013: $48,4542013Assets 2014: $45,462Net Assets 2014: $45,4622014Assets 2015: $46,041Net Assets 2015: $46,0412015Assets 2016: $19,985Net Assets 2016: $19,9852016Assets 2017: $37,453Net Assets 2017: $37,4532017Assets 2018: $64,954Net Assets 2018: $64,9542018Assets 2019: $48,981Net Assets 2019: $48,9812019Assets 2020: $81,572Net Assets 2020: $81,5722020Assets 2021: $64,758Net Assets 2021: $64,7582021Assets 2022: $51,349Net Assets 2022: $51,3492022Assets 2023: $59,974Net Assets 2023: $59,9742023Assets 2024: $55,671Net Assets 2024: $55,6712024Assets 2025: $72,280Liabilities 2025: $0Net Assets 2025: $72,2802025

Highlighted filing

2014

Assets$45,462
Liabilities-
Net Assets$45,462

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $70,639Expenses 2012: $76,638Net Income 2012: -$5,9992012Revenue 2013: $82,302Expenses 2013: $66,097Net Income 2013: $16,2052013Revenue 2014: $74,794Expenses 2014: $77,786Net Income 2014: -$2,9922014Revenue 2015: $77,783Expenses 2015: $77,204Net Income 2015: $5792015Revenue 2016: $63,988Expenses 2016: $90,044Net Income 2016: -$26,0562016Revenue 2017: $94,965Expenses 2017: $77,497Net Income 2017: $17,4682017Revenue 2018: $124,118Expenses 2018: $96,617Net Income 2018: $27,5012018Revenue 2019: $115,632Expenses 2019: $131,605Net Income 2019: -$15,9732019Revenue 2020: $108,863Expenses 2020: $76,272Net Income 2020: $32,5912020Revenue 2021: $84,186Expenses 2021: $101,000Net Income 2021: -$16,8142021Revenue 2022: $126,909Expenses 2022: $140,318Net Income 2022: -$13,4092022Revenue 2023: $166,888Expenses 2023: $158,263Net Income 2023: $8,6252023Revenue 2024: $150,825Expenses 2024: $155,128Net Income 2024: -$4,3032024Revenue 2025: $234,685Expenses 2025: $218,076Net Income 2025: $16,6092025

Highlighted filing

2014

Revenue$74,794
Expenses$77,786
Net Income-$2,992
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$122,279
Mission and Program Overview

Mission

To support and advocate for the children attending lee elementary school.

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT, EDUCATION AND SUPPORT; TECHNOLOGY, MEDIA CENTER, SPORTS CLUBS, READING, AND ART PROGRAM SUPPORT; PARENT EDUCATION, LEGISLATION INFORMATION, SEX AND DRUG EDUCATION; COMMUNITY PROGRAMS.$71,482-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trisha OrdazPresidentPT$0--
Julie HermosuraVice PresidentPT$0--
Kristi CalderonVP-MembershipPT$0--
Johan DodgeVP-Legislation-$0--
Theresa BuchananSecretary-$0--
Darcey McGrewTreasurerPT$0--
Vivian PannouVP-Parent Ed-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$45,600$45,600$23,033$22,567
Event 2$35,964$35,964$16,093$19,871
Total Events$95,061$95,061$45,638$49,423
Filing and Contact Details

Filer

EIN
33-0516688

Signing Officer

Name
Trisha Ordaz
Title
President
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Louise Liewald CPA
Phone
5627994975
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $506

Other Expenses.1012

Insurance $202

Other Expenses.1

Computer Purchases $12000

Other Expenses.2

Class Office Supplies $9351

Other Expenses.3

Assemblies $9042

Other Expenses.4

Fifth Grade Activities $6880

Other Expenses.5

Field Trips $6207

Other Expenses.6

Copy Machine $5972

Other Expenses.7

Classroom Upgrades $3044

Other Expenses.8

Memberships PTA $2962

Other Expenses.9

Scholastic $2859

Other Expenses.10

Media Center Supplies $2166

Other Expenses.11

Swing into Summer $2026

Other Expenses.12

Sweats & Tees $2016

Other Expenses.13

Staff Appreciation Week $1764

Other Expenses.14

Minder Binders $1519

Other Expenses.15

Talent Show $1296

Other Expenses.16

Convention $1226

Other Expenses.17

Back to School Lunch $1080

Other Expenses.18

PE Equipment $915

Other Expenses.19

Health and Welfare $891

Other Expenses.20

Ice Cream Social $669

Other Expenses.21

Honorary Service Award $619

Other Expenses.22

Bank Charges $392

Other Expenses.23

Manipulatives $391

Other Expenses.24

Red Ribbon Week $389

Other Expenses.25

Hospitality $280

Other Expenses.26

Conflict Managers $206

Other Expenses.27

Council Fees $200

Other Expenses.28

Website/Constant Contact $168

Other Expenses.29

Spelling Bee $100

Other Expenses.30

Filing Fees $48

Raw XML Appendix252 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/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP-Legislation
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt077386
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt071482
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt083968
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0100618
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0102819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0113809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0525315
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0144
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99940
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0609427
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt095061
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Gift Wrap
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Carnival
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023033
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016093
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Computer Purchases $12000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Class Office Supplies $9351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Assemblies $9042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fifth Grade Activities $6880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Field Trips $6207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Copy Machine $5972
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Classroom Upgrades $3044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Memberships PTA $2962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Scholastic $2859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Media Center Supplies $2166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Swing into Summer $2026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Sweats & Tees $2016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Staff Appreciation Week $1764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Minder Binders $1519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Talent Show $1296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Convention $1226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Back to School Lunch $1080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19PE Equipment $915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Health and Welfare $891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Ice Cream Social $669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Honorary Service Award $619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Bank Charges $392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Manipulatives $391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Red Ribbon Week $389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Hospitality $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Conflict Managers $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Council Fees $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Website/Constant Contact $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Spelling Bee $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Filing Fees $48
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.30
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Trisha Ordaz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10RICHARD HENRY LEE PTA
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0330516688
ReturnHeader/Filer/USAddress/AddressLine1011481 FOSTER ROAD
ReturnHeader/Filer/USAddress/City0LOS ALAMITOS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Carol S Holmquist CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103415 Cerritos Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Los Alamitos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode090720
ReturnHeader/PreparerPersonGrp/PhoneNum05627994975
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louise Liewald CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-14T13:42:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$2.35$2.18$0.17
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.56$1.51$1.55$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.67$1.58$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.51$1.27$1.40$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.84$1.01$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.82$1.09$0.76$0.33
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.16$1.32$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.65$1.24$0.97$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.95$0.77$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.64$0.90$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.78$0.77$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.75$0.78$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.82$0.66$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.32$0.71$0.77$0.06