Civic Intelligence

Richard Henry Lee PTA

990EZ • Fiscal year 2022 • EIN 33-0516688

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 11, 2022

Organization ProfileN/A
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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

21st percentile

-21%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

51%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$51,349

Down $13,409 (-21%) from 2021

Net Assets

Down

$51,349

Down $13,409 (-21%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$126,909

Up $42,723 (+51%) from 2021

Expenses

Up

$140,318

Up $39,318 (+39%) from 2021

Net Income

Up

-$13,409

Up $3,405 (+20%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2022

Assets$51,349
Liabilities-
Net Assets$51,349
Open 2022 Filing

Operations Trend

Revenue Growth73rd percentile

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

2022

Revenue$126,909
Expenses$140,318
Net Income-$13,409
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 11, 2022
Return Version
2021v4.0
Gross Receipts
$174,400
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.-$137,146
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori KamolaPresidentPT$0--
Nicole MoyaVP Ways & Means-$0--
Karen MillerExecutive VP-$0--
Jenny PlattVP Legislation-$0--
Amy VentoAdvisor-$0--
Nicole BabcockVP Membership-$0--
Kirsten PowersTreasurerPT$0--
Donna CoxAuditor-$0--
Jenapher SafranskiFinancial Secre-$0--
Khatija BholatHistorianPT$0--
Aimee MoracaParliamentarian-$0--
Stephanie TaylorRecording Secre-$0--
Alyssa OlvedaVP Parent Edu-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$104,239$103,864$4,329$99,535
Camp Lee$17,345$15,021$9,313$5,708
Total Events$139,321$136,622$44,527$92,095
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
2022-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Holmquist Liewald Llp
Address
3415 CERRITOS AVE, LOS ALAMITOS, CA 90720
Preparer
Louise Liewald CPA
Phone
5624317872
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Intervention Teachers $18000”

Other Expenses.2

“Fifth Grade Activities $15338”

Other Expenses.3

“Media Center $12794”

Other Expenses.4

“Field Trips $12271”

Other Expenses.5

“Subscriptions $11400”

Other Expenses.6

“Office Supplies $10653”

Other Expenses.7

“Outdoor Science Camp $10000”

Other Expenses.8

“PE Equipment $8551”

Other Expenses.9

“Classroom Equipment $6094”

Other Expenses.10

“Staff Appreciation Week $4691”

Other Expenses.11

“Art Program $4616”

Other Expenses.12

“Misc Program Expense $3058”

Other Expenses.13

“Peace Week $3000”

Other Expenses.14

“Transportation $2530”

Other Expenses.15

“Assemblies $1889”

Other Expenses.16

“Families In Need $1500”

Other Expenses.17

“Ice Cream Social $1439”

Other Expenses.18

“Yard Signs $1415”

Other Expenses.19

“Talent Show $1252”

Other Expenses.20

“Family Night $1134”

Other Expenses.21

“Makerspace $998”

Other Expenses.22

“Membership PTA $929”

Other Expenses.23

“Minder Binders $924”

Other Expenses.24

“STeam Fair $832”

Other Expenses.25

“Honorary Service Award $678”

Other Expenses.26

“Treasurer Expenses $469”

Other Expenses.27

“Council Fees $453”

Other Expenses.28

“Technology $412”

Other Expenses.29

“Red Ribbon Week $314”

Other Expenses.30

“Spelling Bee $262”

Other Expenses.31

“State of the District $200”

Other Expenses.32

“Music Equipment $195”

Other Expenses.33

“Kinder Activities $187”

Other Expenses.34

“Website $165”

Other Expenses.35

“Software $150”

Other Expenses.36

“Convention Expenses $150”

Other Expenses.37

“Spirit Wear $127”

Other Expenses.38

“Reflections $110”

Other Expenses.39

“Special Person's Day $103”

Other Expenses.40

“Peacemakers $90”

Other Expenses.41

“Hospitality $38”

Other Expenses.42

“Bank Charges $25”

Other Expenses.43

“Rounding $5”

Raw XML Appendix308 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/ExplanationTxt0Intervention Teachers $18000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fifth Grade Activities $15338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Media Center $12794
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Trips $12271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Subscriptions $11400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplies $10653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Outdoor Science Camp $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PE Equipment $8551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Classroom Equipment $6094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Staff Appreciation Week $4691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Art Program $4616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Misc Program Expense $3058
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Peace Week $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Transportation $2530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Assemblies $1889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Families In Need $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Ice Cream Social $1439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Yard Signs $1415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Talent Show $1252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Family Night $1134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Makerspace $998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Membership PTA $929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Minder Binders $924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23STeam Fair $832
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Honorary Service Award $678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Treasurer Expenses $469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Council Fees $453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Technology $412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Red Ribbon Week $314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Spelling Bee $262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30State of the District $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Music Equipment $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Kinder Activities $187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Website $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34Software $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35Convention Expenses $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36Spirit Wear $127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37Reflections $110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38Special Person's Day $103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39Peacemakers $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt40Hospitality $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41Bank Charges $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42Rounding $5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Other Expenses.34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34Other Expenses.35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35Other Expenses.36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36Other Expenses.37
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc37Other Expenses.38
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc38Other Expenses.39
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc39Other Expenses.40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc40Other Expenses.41
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc41Other Expenses.42
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc42Other Expenses.43
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard Henry Lee PTA
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ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,349
Liabilities
-
Net assets
$51,349
Revenue
$126,909
Expenses
$140,318
Net income
-$13,409
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