Civic Intelligence

Richard Henry Lee PTA

990EZ • Fiscal year 2023 • EIN 33-0516688

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 19, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

54th percentile

5.2%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

32%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$59,974

Up $8,625 (+17%) from 2022

Net Assets

Up

$59,974

Up $8,625 (+17%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$166,888

Up $39,979 (+32%) from 2022

Expenses

Up

$158,263

Up $17,945 (+13%) from 2022

Net Income

Up

$8,625

Up $22,034 (+164%) from 2022

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

2023

Assets$59,974
Liabilities-
Net Assets$59,974

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

2023

Revenue$166,888
Expenses$158,263
Net Income$8,625
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 19, 2023
Return Version
2022v5.0
Gross Receipts
$187,343
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.-$146,691
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole MoyaPresidentPT$0--
Karen Halker MillerExecutive VP-$0--
Stacy YortzidisVP Membership-$0--
Aimee MoracaTreasurerPT$0--
Khatija Bholat-MinterAuditor-$0--
Kirsten PowersFinancial SecrePT$0--
Heather GarciaHistorian-$0--
Alyssa OlvedaParliamentarian-$0--
Stephanie TaylorRecording Secre-$0--
Lindsay McCulloughVP Fundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$20,613$20,613$18,139$2,474
Bookfair$5,820$5,820$2,316$3,504
Total Events$26,433$26,433$20,455$5,978
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
Aimee Moraca
Title
Treasurer
Signed
2023-11-19
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.1

Fifth Grade Activities $20096

Other Expenses.2

Field Trips $15204

Other Expenses.3

Technology $12172

Other Expenses.4

Art Program $11779

Other Expenses.5

Office Supplies $11081

Other Expenses.6

Special Programming $10701

Other Expenses.7

Classroom Equipment $9669

Other Expenses.8

School Speaker System $7536

Other Expenses.9

Camp Lee $7446

Other Expenses.10

Donation Drive $6364

Other Expenses.11

Subscriptions $5338

Other Expenses.12

Outdoor Science Camp $5000

Other Expenses.13

Assemblies $3815

Other Expenses.14

Emergency Kits $3506

Other Expenses.15

Staff Appreciation Week $3167

Other Expenses.16

Transportation $2915

Other Expenses.17

Hospitality $2847

Other Expenses.18

PE Equipment $2771

Other Expenses.19

Misc Program Expense $2739

Other Expenses.20

Family Night $2421

Other Expenses.21

Spirit Wear $2336

Other Expenses.22

Professional Development $1516

Other Expenses.23

Media Center $1355

Other Expenses.24

Honorary Service Award $1027

Other Expenses.25

Families In Need $925

Other Expenses.26

Membership PTA $875

Other Expenses.27

Officer Expenses $732

Other Expenses.28

Ice Cream Social $624

Other Expenses.29

Back to School $429

Other Expenses.30

State of the District $300

Other Expenses.31

Insurance $272

Other Expenses.32

Council Fees $200

Other Expenses.33

Website $165

Other Expenses.34

Kinder Activities $97

Other Expenses.35

Convention Expenses $50

Other Expenses.36

Postage $12

Other Expenses.79

Rounding $-4

Raw XML Appendix286 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/ExplanationTxt0Fifth Grade Activities $20096
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Field Trips $15204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Technology $12172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Art Program $11779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Supplies $11081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Special Programming $10701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Classroom Equipment $9669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7School Speaker System $7536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Camp Lee $7446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Donation Drive $6364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Subscriptions $5338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Outdoor Science Camp $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Assemblies $3815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Emergency Kits $3506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Staff Appreciation Week $3167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Transportation $2915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Hospitality $2847
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PE Equipment $2771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Misc Program Expense $2739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Family Night $2421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Spirit Wear $2336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Professional Development $1516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Media Center $1355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Honorary Service Award $1027
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Families In Need $925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Membership PTA $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Officer Expenses $732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Ice Cream Social $624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Back to School $429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29State of the District $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Insurance $272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Council Fees $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Website $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Kinder Activities $97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34Convention Expenses $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35Postage $12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36Rounding $-4
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
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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
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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.79
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Aimee Moraca
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard Henry Lee PTA
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0330516688
ReturnHeader/Filer/USAddress/AddressLine1Txt011481 FOSTER ROAD
ReturnHeader/Filer/USAddress/CityNm0LOS ALAMITOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090720
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-19T11:48:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Aimee
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Moraca
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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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