Civic Intelligence

La Madera Elementary PTA

990EZ • Fiscal year 2022 • EIN 33-0665593

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 08, 2022

25350 Serrano RoadLake Forest, CA 92630-4319

(714) 287-9534

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

82nd percentile

41%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

98th percentile

1456%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$72,572

Up $20,946 (+41%) from 2021

Net Assets

Up

$72,572

Up $21,229 (+41%) from 2021

Liabilities

Down

$0

Down $283 (-100%) from 2021

Revenue

Up

$67,809

Up $63,451 (+1456%) from 2021

Expenses

Up

$46,580

Up $30,422 (+188%) from 2021

Net Income

Up

$21,229

Up $33,029 (+280%) from 2021

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $54,964Liabilities 2012: $0Net Assets 2012: $54,9642012Assets 2021: $51,626Liabilities 2021: $283Net Assets 2021: $51,3432021Assets 2022: $72,572Liabilities 2022: $0Net Assets 2022: $72,5722022Assets 2023: $46,581Liabilities 2023: $0Net Assets 2023: $46,5812023Assets 2025: $47,897Liabilities 2025: $0Net Assets 2025: $47,8972025

Highlighted filing

2022

Assets$72,572
Liabilities$0
Net Assets$72,572

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $53,892Expenses 2012: $43,619Net Income 2012: $10,2732012Revenue 2021: $4,358Expenses 2021: $16,158Net Income 2021: -$11,8002021Revenue 2022: $67,809Expenses 2022: $46,580Net Income 2022: $21,2292022Revenue 2023: $78,431Expenses 2023: $104,422Net Income 2023: -$25,9912023Revenue 2025: $85,651Expenses 2025: $77,828Net Income 2025: $7,8232025

Highlighted filing

2022

Revenue$67,809
Expenses$46,580
Net Income$21,229
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 8, 2022
Return Version
2021v4.2
Gross Receipts
$80,074
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Donations to School: classroom supplies and equipment.-$23,991
Student Programs: STEM, Art Masters, Science Fair, Assembly Expenses and other programs.-$20,312
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin SpielerPresident-$0--
Jessica BrantleyTreasurer-$0--
Christina OtaguroSecretary-$0--
Tricia KowalskiVice President-$0--
Leah Nuevo ChowParliamentarian-$0--
Lisa CostaMembership-$0--
Stacey ArroyoPrograms-$0--
Michelle ChildersHistorian-$0--
Shannon KerivanYearbook-$0--
Kieran WhitmoreAuditor-$0--
Kelly McGovernFundraising-$0--
Rina LucchesePresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$50,609$50,609$108$50,501
Comunity$22,493$22,493$7,929$14,564
Total Events$77,946$77,946$12,265$65,681
Filing and Contact Details

Filer

Filer Name
La Madera Elementary PTA
EIN
33-0665593
Address
25350 Serrano Road, Lake Forest, CA 92630-4319

Signing Officer

Name
Rina Lucchese
Title
President
Phone
7142879534
Signed
2022-11-08
Discuss with paid preparer
No

Preparer

Firm
Brent D Barnes CPA
Address
22056 Broken Bow Dr, Lake Forest, CA 92630
Preparer
Brent D Barnes CPA
Phone
9494392891
Supplemental Narrative

Additional Explanations

General explanation attachment

Form 990-EZ, Part III - Organizations Primary Purpose Through its fundraising activities, La Madera PTA provides supplemental funds to La Madera elementary school in order to provide cultural programs, instructors, and physical equipment which would not otherwise be available in the schools operating budget. The PTA underwrites approximately four cultural assemblies throughout the year as well as provides volunteer staffed art programs for each classroom. PTA supplements science, library, and technology purchases for the school. Beneficiaries of all of the PTA endeavors are the 600 plus students attending La Madera Elementary School. La Madera provides no grants or allocations to any other entity. Fundraising Events:Jogathon receipts $ 50,609Jogathon expenses ( 108)Net proceeds $ 50,501Community event receipts $ 22,493Community event expenses ( 7,929)Net proceeds $ 14,564Spiritwear receipts $ 4,844Spiritwear expenses (4,228)Net proceeds $ 616

Description of other expenses Part I line 16

Description AmountWeb hosting SAAS 600Hospitality expenses 136Credit card processing fees 553Insurance 258Communication and outreach 165Bank fees 15Professional fees 380Office supplies and printing 150Training and conferences 20Classroom expenses 5,850Donations to school 4,860Teacher appreciation expenses 2,083Assembly expenses 1,905Art Masters 3,967School beautification 1,057School council support 2,003Campus improvements 8,000Pure game 8,400Book fair expenses 5,877Walk to school day 96Red ribbon week 67Program supplies 138

Description of other assets Part II line 24

Category Beginning of Year End of YearPayment processing fees 0 227

Description of total liabilities Part II line 26

Category Beginning of Year End of YearOther liabilities 283 0

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part III - Organizations Primary Purpose Through its fundraising activities, La Madera PTA provides supplemental funds to La Madera elementary school in order to provide cultural programs, instructors, and physical equipment which would not otherwise be available in the schools operating budget. The PTA underwrites approximately four cultural assemblies throughout the year as well as provides volunteer staffed art programs for each classroom. PTA supplements science, library, and technology purchases for the school. Beneficiaries of all of the PTA endeavors are the 600 plus students attending La Madera Elementary School. La Madera provides no grants or allocations to any other entity. Fundraising Events:Jogathon receipts $ 50,609Jogathon expenses ( 108)Net proceeds $ 50,501Community event receipts $ 22,493Community event expenses ( 7,929)Net proceeds $ 14,564Spiritwear receipts $ 4,844Spiritwear expenses (4,228)Net proceeds $ 616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountWeb hosting SAAS 600Hospitality expenses 136Credit card processing fees 553Insurance 258Communication and outreach 165Bank fees 15Professional fees 380Office supplies and printing 150Training and conferences 20Classroom expenses 5,850Donations to school 4,860Teacher appreciation expenses 2,083Assembly expenses 1,905Art Masters 3,967School beautification 1,057School council support 2,003Campus improvements 8,000Pure game 8,400Book fair expenses 5,877Walk to school day 96Red ribbon week 67Program supplies 138
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearOther liabilities 283 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
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ReturnHeader/Filer/EIN0330665593
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ReturnHeader/Filer/USAddress/ZIPCd0926304319
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ReturnHeader/ReturnTs02022-11-08T16:12:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits

Kalyankrupa Inc

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Revenue$80,091
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Revenue vs current organization

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Assets vs current organization

34% lower