Civic Intelligence

La Madera Elementary PTA

990EZ • Fiscal year 2024 • EIN 33-0665593

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 07, 2024

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

80th percentile

0.12x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

28th percentile

-9.0%

Higher net margin than 28% 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

43rd percentile

-2.1%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

37th percentile

-7.3%

Faster revenue growth than 37% of similar nonprofits.

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

Assets

Down

$45,597

Down $984 (-2.1%) from 2023

Net Assets

Down

$40,074

Down $6,507 (-14%) from 2023

Liabilities

Up

$5,523

Up $5,523 from 2023

Revenue

Down

$72,679

Down $5,752 (-7.3%) from 2023

Expenses

Down

$79,186

Down $25,236 (-24%) from 2023

Net Income

Up

-$6,507

Up $19,484 (+75%) from 2023

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 2024: $45,597Liabilities 2024: $5,523Net Assets 2024: $40,0742024Assets 2025: $47,897Liabilities 2025: $0Net Assets 2025: $47,8972025

Highlighted filing

2024

Assets$45,597
Liabilities$5,523
Net Assets$40,074

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 2024: $72,679Expenses 2024: $79,186Net Income 2024: -$6,5072024Revenue 2025: $85,651Expenses 2025: $77,828Net Income 2025: $7,8232025

Highlighted filing

2024

Revenue$72,679
Expenses$79,186
Net Income-$6,507
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$92,201
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Student Programs: STEM, Art Masters, Science Fair, Assembly Expenses, Fieldtrips, and other programs.-$47,629
Donations to School: classroom supplies and equipment.-$29,022
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rina LucchesePresident-$0--
Sowmia MukeshTreasurer-$0--
Chrislyn SaxenaSecretary-$0--
Olivia ChauParliamentarian-$0--
Brittany ElliottMembership-$0--
Marcie GosslinPrograms-$0--
Christine OtaguroHistorian-$0--
Laura LinhAuditor-$0--
Amber SaldanaFundraising-$0--
Megan KinhFinancial Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$64,283$64,283$12,357$51,926
Community$18,126$18,126$7,146$10,980
Total Events$85,112$85,112$19,522$65,590
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
2024-11-07
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 $ 64,283Jogathon expenses (12,537)Net proceeds $ 51,926Community event receipts $ 18,126Community event expenses (7,146)Net proceeds $ 10,980Other activities $ 2,703Other activities expenses (19)Net proceeds $ 2,684

Description of other expenses Part I line 16

Description AmountWeb hosting SAAS 600Hospitality expenses 543Credit card processing fees 384Insurance 282Communication and outreach 72Bank fees 46Professional fees 400Office supplies and printing 20Training and conferences 138Franchise tax board 50Classroom expenses 6,874Walkthroughs and field trips 21,500Teacher appreciation expenses 1,608Assembly expenses 5,830Art Masters 5,926School beautification 1,498School council support 2,480Campus improvements 16,562Book fair expenses 11,311Spring international event 2,333Reflections program 218Science fair 418Walk to school day 93

Description of other assets Part II line 24

Category Beginning of Year End of YearAccount credits 387 0

Description of total liabilities Part II line 26

Category Beginning of Year End of YearOther liabilities 0 5,523

Raw XML Appendix219 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/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 $ 64,283Jogathon expenses (12,537)Net proceeds $ 51,926Community event receipts $ 18,126Community event expenses (7,146)Net proceeds $ 10,980Other activities $ 2,703Other activities expenses (19)Net proceeds $ 2,684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountWeb hosting SAAS 600Hospitality expenses 543Credit card processing fees 384Insurance 282Communication and outreach 72Bank fees 46Professional fees 400Office supplies and printing 20Training and conferences 138Franchise tax board 50Classroom expenses 6,874Walkthroughs and field trips 21,500Teacher appreciation expenses 1,608Assembly expenses 5,830Art Masters 5,926School beautification 1,498School council support 2,480Campus improvements 16,562Book fair expenses 11,311Spring international event 2,333Reflections program 218Science fair 418Walk to school day 93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccount credits 387 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearOther liabilities 0 5,523
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
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0La Madera Elementary PTA
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ReturnHeader/Filer/EIN0330665593
ReturnHeader/Filer/USAddress/AddressLine1Txt025350 Serrano Road
ReturnHeader/Filer/USAddress/CityNm0Lake Forest
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Forest
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum09494392891
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
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ReturnHeader/ReturnTs02024-11-07T15:52:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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