Civic Intelligence

Lake Forest Elementary PTO

990 • Fiscal year 2025 • EIN 33-0530575

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 30, 2025

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

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-6.5%

Faster asset growth than 34% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$92,130

Down $6,441 (-6.5%) from 2024

Net Assets

Down

$92,059

Down $6,441 (-6.5%) from 2024

Liabilities

Flat

$71

Flat from 2024

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin25th percentile

Revenue

Up

$59,347

Up $7,367 (+14%) from 2024

Expenses

Up

$65,788

Up $8,216 (+14%) from 2024

Net Income

Down

-$6,441

Down $849 (-15%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2025

Assets$92,130
Liabilities$71
Net Assets$92,059
Open 2025 Filing

Operations Trend

Revenue Growth66th 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

2025

Revenue$59,347
Expenses$65,788
Net Income-$6,441
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$75,983
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$64,834$58,237▼ $6,597
Savings and Temporary Cash Investments$33,737$33,893▲ $156
Total Assets$98,571$92,130▼ $6,441
Liabilities
Other Liabilities$71$71→ $0
Total Liabilities$71$71→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$98,500$92,059▼ $6,441
Total Net Assets Fund Balance$98,500$92,059▼ $6,441
Total Liabilities and Net Assets / Fund Balance$98,571$92,130▼ $6,441
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Courtney JonesPresident
Erica LogiudiceExecutive Vice President
Amy HoritaFinancial Secretary
Jillian MitchellParlimentarian
Caryn McgrewPrincipal
Melissa HartsonRecording Secretary
Kin DuranTeacher Liasons
Tricia SkaggsTeacher Liasons
Michelle AaronsTreasurer
Sheri SebilianTreasurer
Annaliza SmithVP of Communications
Sam McintoshVP of Fundraising
Carol HarrisVP of Volunteers
Keri HellingaVP of Volunteers
Revenue and Support

Revenue Composition

Contributions and Grants
$102
Program Service Revenue
$0
Investment Income
$242
Other Revenue
$59,003
All Other Contributions
$102
Change in Net Assets
$-6,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,788
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$25,334$3,120-$28,454
Other Expenses$6,509--$6,509
Insurance-$870-$870
Total Functional Expenses$61,798$3,990$0$65,788
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,639
Fundraising Direct Expenses$16,636
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$40,635$40,635$4,194$36,441
Frozen Treat$7,143$7,143$2,749$4,394
Total Events$75,639$75,639$16,636$59,003
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
In Care Of
% ERICA LOGIUDICE
Phone
9498309945
Address
21801 PITTSFORD DR, LAKE FOREST, CA 92630

Signing Officer

Name
Erica Logiudice
Title
Treasurer
Phone
9498309945
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
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 AppendixShowing 400 of 428 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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IRS990/SavingsAndTempCashInvstGrp/EOYAmt033893
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0125
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02035
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0111
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0101
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0242
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0111
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0101
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IRS990ScheduleA/InvestmentIncomeCYPct00.11000
IRS990ScheduleA/InvestmentIncomePYPct00.05000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01145
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02035
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02136
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05695
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt071
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FSEA RESERVE
IRS990ScheduleD/TotalLiabilityAmt071
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016636
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FROZEN TREAT
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027861
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075639
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt059003
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09693
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016636
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04194
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02749
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt027861
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
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt098571
IRS990/TotalAssetsGrp/EOYAmt092130
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0102
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03990
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061798
IRS990/TotalFunctionalExpensesGrp/TotalAmt065788
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt071
IRS990/TotalLiabilitiesEOYAmt071
IRS990/TotalLiabilitiesGrp/BOYAmt071
IRS990/TotalLiabilitiesGrp/EOYAmt071
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt098500
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt092059
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt061798
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt059003
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0242
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059347
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt098571
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt092130
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

Displayed year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$92,130
Liabilities
$71
Net assets
$92,059
Revenue
$59,347
Expenses
$65,788
Net income
-$6,441
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