Civic Intelligence

Richard Henry Lee PTA

990EZ • Fiscal year 2024 • EIN 33-0516688

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 29, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

36th percentile

-2.9%

Higher net margin than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-7.2%

Faster asset growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-9.6%

Faster revenue growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$55,671

Down $4,303 (-7.2%) from 2023

Net Assets

Down

$55,671

Down $4,303 (-7.2%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$150,825

Down $16,063 (-9.6%) from 2023

Expenses

Down

$155,128

Down $3,135 (-2.0%) from 2023

Net Income

Down

-$4,303

Down $12,928 (-150%) from 2023

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

2024

Assets$55,671
Liabilities-
Net Assets$55,671

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

2024

Revenue$150,825
Expenses$155,128
Net Income-$4,303
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$182,282
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.-$152,895
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$19,845$19,845$24,242$-4,397
Bookfair$7,275$7,275$7,215$60
Total Events$27,120$27,120$31,457$-4,337
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
2024-10-29
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 $20639

Other Expenses.2

Field Trips $20549

Other Expenses.3

Misc Program Expense $15577

Other Expenses.4

Office Supplies $12967

Other Expenses.5

Professional Development $11500

Other Expenses.6

Camp Lee $9898

Other Expenses.7

Special Programming $8905

Other Expenses.8

Donation Drive $7527

Other Expenses.9

Classroom Supplies $6813

Other Expenses.10

Outdoor Science Camp $4526

Other Expenses.11

Staff Appreciation Week $3659

Other Expenses.12

Media Center $3401

Other Expenses.13

Back to School $3391

Other Expenses.14

Subscriptions $2924

Other Expenses.15

Family Night $2688

Other Expenses.16

Transportation $2558

Other Expenses.17

Art Program $2433

Other Expenses.18

Families In Need $2200

Other Expenses.19

Emergency Kits $2100

Other Expenses.20

Hospitality $1641

Other Expenses.21

Assemblies $1535

Other Expenses.22

Membership PTA $1509

Other Expenses.23

Honorary Service Award $1280

Other Expenses.24

PE Equipment $1185

Other Expenses.25

Spirit Wear $788

Other Expenses.26

Officer Expenses $614

Other Expenses.27

Volunteer Appreciation $535

Other Expenses.28

State of the District $300

Other Expenses.29

Insurance $282

Other Expenses.30

Council Fees $250

Other Expenses.31

Website $167

Other Expenses.32

Postage $33

Raw XML Appendix259 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 $20639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Field Trips $20549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc Program Expense $15577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Supplies $12967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Professional Development $11500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Camp Lee $9898
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Special Programming $8905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Donation Drive $7527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Classroom Supplies $6813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Outdoor Science Camp $4526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Staff Appreciation Week $3659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Media Center $3401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Back to School $3391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Subscriptions $2924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Family Night $2688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Transportation $2558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Art Program $2433
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Families In Need $2200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Emergency Kits $2100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Hospitality $1641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Assemblies $1535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Membership PTA $1509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Honorary Service Award $1280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23PE Equipment $1185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Spirit Wear $788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Officer Expenses $614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Volunteer Appreciation $535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27State of the District $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Council Fees $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Website $167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Postage $33
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090720
ReturnHeader/PreparerPersonGrp/PhoneNum05627994975
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louise Liewald CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-29T14:12:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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