Civic Intelligence

Lake Forest Elementary PTO

990 • Fiscal year 2022 • EIN 33-0530575

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 05, 2022

Organization Profile
21801 Pittsford DrLake Forest, CA 92630

(949) 830-9945

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

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

Net Margin

59th percentile

10%

Higher net margin than 59% 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

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

77th percentile

65%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$106,070

Up $4,118 (+4.0%) from 2021

Net Assets

Up

$105,999

Up $4,118 (+4.0%) from 2021

Liabilities

Flat

$71

Flat from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin59th percentile

Revenue

Up

$39,251

Up $15,397 (+65%) from 2021

Expenses

Down

$35,133

Down $12,413 (-26%) from 2021

Net Income

Up

$4,118

Up $27,810 (+117%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$150K$100K$50K$0Assets 2012: $58,820Liabilities 2012: $5,308Net Assets 2012: $53,5122012Assets 2013: $94,233Liabilities 2013: $890Net Assets 2013: $93,3432013Assets 2014: $91,549Liabilities 2014: $7,672Net Assets 2014: $83,8772014Assets 2015: $119,996Liabilities 2015: $55,822Net Assets 2015: $64,1742015Assets 2016: $87,634Liabilities 2016: $15,092Net Assets 2016: $72,5422016Assets 2017: $98,539Liabilities 2017: $1,711Net Assets 2017: $96,8282017Assets 2018: $111,462Liabilities 2018: $417Net Assets 2018: $111,0452018Assets 2019: $117,177Liabilities 2019: $71Net Assets 2019: $117,1062019Assets 2020: $125,644Liabilities 2020: $71Net Assets 2020: $125,5732020Assets 2021: $101,952Liabilities 2021: $71Net Assets 2021: $101,8812021Assets 2022: $106,070Liabilities 2022: $71Net Assets 2022: $105,9992022Assets 2023: $104,163Liabilities 2023: $71Net Assets 2023: $104,0922023Assets 2024: $98,571Liabilities 2024: $71Net Assets 2024: $98,5002024Assets 2025: $92,130Liabilities 2025: $71Net Assets 2025: $92,0592025

Highlighted filing

2022

Assets$106,070
Liabilities$71
Net Assets$105,999
Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

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

$150K$100K$50K$0-$50KExpenses 2012: $116,1482012Expenses 2013: $72,1292013Revenue 2014: $90,417Expenses 2014: $99,883Net Income 2014: -$9,4662014Revenue 2015: $90,481Expenses 2015: $110,184Net Income 2015: -$19,7032015Revenue 2016: $78,224Expenses 2016: $69,856Net Income 2016: $8,3682016Revenue 2017: $79,781Expenses 2017: $55,495Net Income 2017: $24,2862017Revenue 2018: $72,072Expenses 2018: $57,855Net Income 2018: $14,2172018Revenue 2019: $70,261Expenses 2019: $64,200Net Income 2019: $6,0612019Revenue 2020: $51,434Expenses 2020: $42,967Net Income 2020: $8,4672020Revenue 2021: $23,854Expenses 2021: $47,546Net Income 2021: -$23,6922021Revenue 2022: $39,251Expenses 2022: $35,133Net Income 2022: $4,1182022Revenue 2023: $40,151Expenses 2023: $42,058Net Income 2023: -$1,9072023Revenue 2024: $51,980Expenses 2024: $57,572Net Income 2024: -$5,5922024Revenue 2025: $59,347Expenses 2025: $65,788Net Income 2025: -$6,4412025

Highlighted filing

2022

Revenue$39,251
Expenses$35,133
Net Income$4,118
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 5, 2022
Return Version
2021v4.2
Gross Receipts
$73,336
Mission and Program Overview

Mission

Gifts and grants to lake forest elementary 800+ students

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$67,827$72,267▲ $4,440
Savings and Temporary Cash Investments$33,676$33,714▲ $38
Prepaid Expenses and Deferred Charges$449$89▼ $360
Total Assets$101,952$106,070▲ $4,118
Liabilities
Other Liabilities$71$71→ $0
Total Liabilities$71$71→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$101,881$105,999▲ $4,118
Total Net Assets Fund Balance$101,881$105,999▲ $4,118
Total Liabilities and Net Assets / Fund Balance$101,952$106,070▲ $4,118
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Erica LogiudicePresident
Janine PandherFinancial Secretary
Jillian MitchellParlimentarian
Melissa HartsonRecording Secretary
Tricia SkaggsTeacher Liaisons
Kim DuranTeacher Liasons
Sheri SebilianTreasurer
Lori HefterVP of Volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$1,145
Program Service Revenue
$0
Investment Income
$111
Other Revenue
$37,995
All Other Contributions
$1,145
Change in Net Assets
$4,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$15,240$224-$15,464
Other Expenses$5,784--$5,784
Insurance-$870-$870
Fees for Services Other-$770-$770
Fees for Services Accounting-$540-$540
Total Functional Expenses$32,729$2,404$0$35,133
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,080
Fundraising Direct Expenses$34,085
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$61,416$61,416$28,805$32,611
Club Card$2,766$2,766-$2,766
Total Events$72,080$72,080$34,085$37,995
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fsea Reserve$71
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The organization has members”

Governing body decisions Part VI line 7B

“Members vote in members of the governing body”

Governing body meeting documentation Part VI line 8A

“Tax reutrn is availbale upon request”

Committee meeting documentation Part VI line 8B

“The secretary documents meetings”

Form 990 governing body review Part VI line 11

“Tax return is available upon request”

Governing documents etc available to public Part VI line 19

“Tax returns are available upon request”

Filing and Contact Details

Filer

Filer Name
Lake Forest Elementary Pto
EIN
33-0530575
Address
21801 PITTSFORD DR, LAKE FOREST, CA 92630

Signing Officer

Name
Sheri Sebilian
Title
Treasurer
Phone
9498309945
Signed
2022-10-05
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Butler Brier & Co
Address
336 N LA CADENA DR, Colton, CA 92324
Preparer
Carl Butler Ea
Phone
9098250303
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“List of attached expenses that would not fit in specific catigories”

List of other expenses Part IX line 24E

“List of expenses attached”

Raw XML Appendix387 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FSEA RESERVE
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034085
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLUB CARD
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072080
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072080
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037995
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05280
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034085
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028805
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07898
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS VOTE IN MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX REUTRN IS AVAILBALE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SECRETARY DOCUMENTS MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX RETURN IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX RETURNS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LIST OF ATTACHED EXPENSES THAT WOULD NOT FIT IN SPECIFIC CATIGORIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LIST OF EXPENSES ATTACHED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0101952
IRS990/TotalAssetsEOYAmt0106070
IRS990/TotalAssetsGrp/BOYAmt0101952
IRS990/TotalAssetsGrp/EOYAmt0106070
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01145
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02404
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032729
IRS990/TotalFunctionalExpensesGrp/TotalAmt035133
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt071
IRS990/TotalLiabilitiesEOYAmt071
IRS990/TotalLiabilitiesGrp/BOYAmt071
IRS990/TotalLiabilitiesGrp/EOYAmt071
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0101881
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0105999
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt032729
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt037995
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0111
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt039251
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0101952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0106070
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERI SEBILIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09498309945
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE FOREST ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0330530575
ReturnHeader/Filer/USAddress/AddressLine1Txt021801 PITTSFORD DR
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872335841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUTLER BRIER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0336 N LA CADENA DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092324
ReturnHeader/PreparerPersonGrp/PhoneNum09098250303
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL BUTLER EA
ReturnHeader/ReturnTs02022-10-20T11:41:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SEBILIAN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$106,070
Liabilities
$71
Net assets
$105,999
Revenue
$39,251
Expenses
$35,133
Net income
$4,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.59$0.66$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.52$0.58$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.40$0.42$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.39$0.35$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.24$0.48$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.51$0.43$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.70$0.64$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.72$0.58$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.80$0.55$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.15$0.73$0.78$0.70$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.56$0.64$0.90$1.10$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.08$0.84$0.90$1.00$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.01$0.93$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.05$0.54$1.16