Civic Intelligence

Richard Henry Lee PTA

990EZ • Fiscal year 2021 • EIN 33-0516688

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 07, 2021

11481 Foster RoadLos Alamitos, CA 90720

(562) 799-4540

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-23%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$64,758

Down $16,814 (-21%) from 2020

Net Assets

Down

$64,758

Down $16,814 (-21%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$84,186

Down $24,677 (-23%) from 2020

Expenses

Up

$101,000

Up $24,728 (+32%) from 2020

Net Income

Down

-$16,814

Down $49,405 (-152%) from 2020

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

2021

Assets$64,758
Liabilities-
Net Assets$64,758

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

2021

Revenue$84,186
Expenses$101,000
Net Income-$16,814
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 7, 2021
Return Version
2020v4.0
Gross Receipts
$85,472
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.$98,545-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandee TrowbridgePresidentPT$0--
Sharon FrickelVP Ways & Means-$0--
Monick SanchezExecutive VP-$0--
Danielle SkaggsVP Legislation-$0--
Amy VentoAdvisor-$0--
Michelle MedinaVP Membership-$0--
Kirsten PowersTreasurerPT$0--
Khatija BholatAuditor-$0--
Jenapher SafranskiFinancial Secre-$0--
Luisa BurressHistorian-$0--
Karen MillerParliamentarian-$0--
Sarah AllistonRecording Secre-$0--
Jenny PlattVP Parent Edu-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Step It Up$56,184$56,184-$56,184
Total Events$56,184$56,184-$56,184
Filing and Contact Details

Filer

Filer Name
Richard Henry Lee PTA
EIN
33-0516688
Address
11481 FOSTER ROAD, LOS ALAMITOS, CA 90720

Signing Officer

Name
Kirsten Powers
Title
Treasurer
Signed
2021-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Holmquist Liewald Llp
Address
3415 CERRITOS AVE, LOS ALAMITOS, CA 90720
Preparer
Louise Liewald CPA
Phone
5627994975
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $458

Other Expenses.1

Classroom Equipment $35287

Other Expenses.2

Fifth Grade Activities $32700

Other Expenses.3

Office Supplies $9618

Other Expenses.4

Subscriptions $3295

Other Expenses.5

Classroom Gifts $3277

Other Expenses.6

Staff Appreciation Week $2968

Other Expenses.7

Families In Need $2500

Other Expenses.8

Media Center $2395

Other Expenses.9

Raz Kids $1690

Other Expenses.10

Minder Binders $1590

Other Expenses.11

Membership PTA $818

Other Expenses.12

Assemblies $750

Other Expenses.13

Honorary Service Award $735

Other Expenses.14

Back to School $502

Other Expenses.15

Spirit Wear $478

Other Expenses.16

Makerspace $467

Other Expenses.17

Website $240

Other Expenses.18

Red Ribbon Week $128

Other Expenses.19

Treasurer Expenses $83

Other Expenses.20

Kinder Activities $53

Other Expenses.21

Council Fees $40

Other Expenses.22

Field Trips $28

Raw XML Appendix254 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/ExplanationTxt0Insurance $458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Classroom Equipment $35287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fifth Grade Activities $32700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Supplies $9618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Subscriptions $3295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Classroom Gifts $3277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Staff Appreciation Week $2968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Families In Need $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Media Center $2395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Raz Kids $1690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Minder Binders $1590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Membership PTA $818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Assemblies $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Honorary Service Award $735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Back to School $502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Spirit Wear $478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Makerspace $467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Website $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Red Ribbon Week $128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Treasurer Expenses $83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Kinder Activities $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Council Fees $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Field Trips $28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.22
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kirsten Powers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard Henry Lee PTA
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0330516688
ReturnHeader/Filer/USAddress/AddressLine1Txt011481 FOSTER ROAD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090720
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823703069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLMQUIST LIEWALD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03415 CERRITOS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ALAMITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum05627994975
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louise Liewald CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-07T14:25:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kirsten
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Powers
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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