Civic Intelligence

La Madera Elementary PTA

990EZ • Fiscal year 2023 • EIN 33-0665593

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 07, 2023

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

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

14th percentile

-33%

Higher net margin than 14% 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

15th percentile

-36%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Down

$46,581

Down $25,991 (-36%) from 2022

Net Assets

Down

$46,581

Down $25,991 (-36%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$78,431

Up $10,622 (+16%) from 2022

Expenses

Up

$104,422

Up $57,842 (+124%) from 2022

Net Income

Down

-$25,991

Down $47,220 (-222%) from 2022

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

2023

Assets$46,581
Liabilities$0
Net Assets$46,581

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

2023

Revenue$78,431
Expenses$104,422
Net Income-$25,991
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$110,513
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Student Programs: STEM, Art Masters, Science Fair, Assembly Expenses, Fieldtrips, and other programs.-$51,218
Donations to School: classroom supplies and equipment.-$50,170
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rina LucchesePresident-$0--
Helen ChenTreasurer-$0--
Christina OtaguroSecretary-$0--
Tricia KowalskiVice President-$0--
Olivia ChowParliamentarian-$0--
Amber SaldanaMembership-$0--
Lisa CostaPrograms-$0--
Michelle ChildersHistorian-$0--
Kelly TurnerAuditor-$0--
Sarah McDevittFundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$71,783$71,783$13,918$57,865
Comunity$29,609$29,609$13,112$16,497
Total Events$107,330$107,330$32,082$75,248
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
2023-11-07
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 $ 71,783Jogathon expenses (13,918)Net proceeds $ 57,865Community event receipts $ 29,609Community event expenses (13,112)Net proceeds $ 16,497Spiritwear receipts $ 5,938Spiritwear expenses (5,052)Net proceeds $ 886

Description of other expenses Part I line 16

Description AmountWeb hosting SAAS 700Hospitality expenses 287Credit card processing fees 660Insurance 272Communication and outreach 257Bank fees 70Professional fees 380Office supplies and printing 313Training and conferences 45Charitable trust 50Classroom expenses 6,424Donations to school 5,684Teacher appreciation expenses 2,777Assembly expenses 4,495Art Masters 6,775School beautification 2,847School council support 2,438Campus improvements 30,000Pure game 12,700Book fair expenses 12,349Welcome back signage 105Red ribbon week 93Walkthroughs and fieldtrips 13,000Reflections program 118International fair 1,583

Description of other assets Part II line 24

Category Beginning of Year End of YearPayment processing fees 227 387

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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/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 $ 71,783Jogathon expenses (13,918)Net proceeds $ 57,865Community event receipts $ 29,609Community event expenses (13,112)Net proceeds $ 16,497Spiritwear receipts $ 5,938Spiritwear expenses (5,052)Net proceeds $ 886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountWeb hosting SAAS 700Hospitality expenses 287Credit card processing fees 660Insurance 272Communication and outreach 257Bank fees 70Professional fees 380Office supplies and printing 313Training and conferences 45Charitable trust 50Classroom expenses 6,424Donations to school 5,684Teacher appreciation expenses 2,777Assembly expenses 4,495Art Masters 6,775School beautification 2,847School council support 2,438Campus improvements 30,000Pure game 12,700Book fair expenses 12,349Welcome back signage 105Red ribbon week 93Walkthroughs and fieldtrips 13,000Reflections program 118International fair 1,583
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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
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