Civic Intelligence

Loma Vista Elementary School PTA

990EZ • Fiscal year 2021 • EIN 95-3768449

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization Profilewww.lomavistaventurapta.org
300 Lynn DriveVentura, CA 93003

(805) 641-5443

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

82nd percentile

41%

Higher net margin than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

3.4%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-83%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$91,041

Up $3,023 (+3.4%) from 2020

Net Assets

Up

$91,041

Up $3,023 (+3.4%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Down

$7,310

Down $36,765 (-83%) from 2020

Expenses

Down

$4,287

Down $30,328 (-88%) from 2020

Net Income

Down

$3,023

Down $6,437 (-68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$150K$100K$50K$0Assets 2010: $66,749Liabilities 2010: $93Net Assets 2010: $66,6562010Assets 2011: $80,126Liabilities 2011: $02011Assets 2012: $91,396Net Assets 2012: $91,3962012Assets 2013: $101,909Net Assets 2013: $101,9092013Assets 2014: $96,710Net Assets 2014: $96,7102014Assets 2015: $58,525Net Assets 2015: $58,5252015Assets 2016: $58,001Net Assets 2016: $58,0012016Assets 2017: $66,435Net Assets 2017: $66,4352017Assets 2018: $72,910Net Assets 2018: $72,9102018Assets 2019: $78,558Net Assets 2019: $78,5582019Assets 2020: $88,018Net Assets 2020: $88,0182020Assets 2021: $91,041Net Assets 2021: $91,0412021Assets 2022: $97,928Net Assets 2022: $97,9282022Assets 2023: $120,063Net Assets 2023: $120,0632023Assets 2024: $98,703Liabilities 2024: $7,904Net Assets 2024: $90,7992024Assets 2025: $80,343Liabilities 2025: $0Net Assets 2025: $80,3432025

Highlighted filing

2021

Assets$91,041
Liabilities-
Net Assets$91,041
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

$100K$50K$0-$50KRevenue 2010: $51,838Expenses 2010: $43,385Net Income 2010: $8,4532010Revenue 2011: $47,875Expenses 2011: $34,405Net Income 2011: $13,4702011Revenue 2012: $41,505Expenses 2012: $30,235Net Income 2012: $11,2702012Revenue 2013: $50,661Expenses 2013: $40,148Net Income 2013: $10,5132013Revenue 2014: $50,081Expenses 2014: $55,280Net Income 2014: -$5,1992014Revenue 2015: $57,997Expenses 2015: $96,182Net Income 2015: -$38,1852015Revenue 2016: $53,599Expenses 2016: $54,123Net Income 2016: -$5242016Revenue 2017: $56,308Expenses 2017: $47,874Net Income 2017: $8,4342017Revenue 2018: $62,250Expenses 2018: $55,775Net Income 2018: $6,4752018Revenue 2019: $51,128Expenses 2019: $45,480Net Income 2019: $5,6482019Revenue 2020: $44,075Expenses 2020: $34,615Net Income 2020: $9,4602020Revenue 2021: $7,310Expenses 2021: $4,287Net Income 2021: $3,0232021Revenue 2022: $43,087Expenses 2022: $21,816Net Income 2022: $21,2712022Revenue 2023: $55,509Expenses 2023: $33,374Net Income 2023: $22,1352023Revenue 2024: -$6,804Expenses 2024: $22,460Net Income 2024: -$29,2642024Revenue 2025: $37,397Expenses 2025: $55,757Net Income 2025: -$18,3602025

Highlighted filing

2021

Revenue$7,310
Expenses$4,287
Net Income$3,023
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$8,801
Mission and Program Overview

Mission

Provide financial and volunteer support to school staff and students for activities enhancing and enriching the school.

Program Services

DescriptionGrantsExpenses
THE PTA PROVIDED ELEMENTARY SCHOOL SUPPORT, BOOKS, PRINTING, SIGNAGE AND BANNERS, SCHOOL SUPPLIES, FIELD TRIPS, ART CLASS SUPPLIES, MUSIC CLASS SUPPLIES, TEACHER SUPPLIES AND TECHNOLOGY.$4,287-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERI COLBURNPresident-$0--
CHARNE HUFFVice President-$0--
KAREN HAGGMARKSecretary-$0--
ELIZABETH TANJITreasurer-$0--
AMY LOGSDONHistorian-$0--
AIMEE ABANILLAAuditor-$0--
Filing and Contact Details

Filer

Filer Name
Loma Vista Pta
EIN
95-3768449
Phone
8056415443
Address
300 LYNN DRIVE, VENTURA, CA 93003

Signing Officer

Name
Elizabeth Tanji
Title
Treasurer
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Decker Farrell & Mccoy Llp
Address
400 W Ventura Blvd Ste 245, Camarillo, CA 93010
Preparer
Michael Farrell
Phone
8059101441
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $258”

Other Expenses.1

“Campus beautification $2148”

Other Expenses.2

“KILN $1215”

Other Expenses.3

“MUSIC PROGRAM $854”

Other Expenses.4

“CHEERS FOR CHILDREN $200”

Other Expenses.5

“FIELD TRIPS $183”

Other Expenses.6

“DUES $181”

Other Expenses.7

“TEACHER SUPPORT $78”

Other Expenses.8

“REFUNDS $-830”

Raw XML Appendix179 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.

Path#Value
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088018
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IRS990EZ/FundraisingGrossIncomeAmt07461
IRS990EZ/GrossReceiptsAmt08801
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHERI COLBURN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARNE HUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN HAGGMARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH TANJI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY LOGSDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AIMEE ABANILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04287
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL AND VOLUNTEER SUPPORT TO SCHOOL STAFF AND STUDENTS FOR ACTIVITIES ENHANCING AND ENRICHING THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTA PROVIDED ELEMENTARY SCHOOL SUPPORT, BOOKS, PRINTING, SIGNAGE AND BANNERS, SCHOOL SUPPLIES, FIELD TRIPS, ART CLASS SUPPLIES, MUSIC CLASS SUPPLIES, TEACHER SUPPLIES AND TECHNOLOGY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04287
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01491
IRS990EZ/SpecialEventsNetIncomeLossAmt05970
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04287
IRS990EZ/TotalProgramServiceExpensesAmt04287
IRS990EZ/TotalRevenueAmt07310
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.lomavistaventurapta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08927
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05970
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041615
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt083590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079390
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0259147
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0268074
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07310
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080447
IRS990ScheduleA/Total509Grp/TotalAmt0268074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080447
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0268074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CAMPUS BEAUTIFICATION $2148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KILN $1215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUSIC PROGRAM $854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHEERS FOR CHILDREN $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIELD TRIPS $183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES $181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEACHER SUPPORT $78
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8REFUNDS $-830
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH TANJI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOMA VISTA PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOMA
ReturnHeader/Filer/EIN0953768449
ReturnHeader/Filer/PhoneNum08056415443
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 LYNN DRIVE
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471222587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DECKER FARRELL & MCCOY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 W Ventura Blvd Ste 245
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Camarillo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093010
ReturnHeader/PreparerPersonGrp/PhoneNum08059101441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL FARRELL
ReturnHeader/ReturnTs02021-11-15T11:42:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TANJI
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,041
Liabilities
-
Net assets
$91,041
Revenue
$7,310
Expenses
$4,287
Net income
$3,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.37$0.56$0.18
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.08$0.91$0.07$0.22$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.56$0.33$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.43$0.22$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.07$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.44$0.35$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.51$0.45$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.62$0.56$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.66$0.56$0.48$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.54$0.54$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.58$0.96$0.38
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.50$0.55$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$1.02$0.51$0.40$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.91$0.42$0.30$0.11
2011Summary only. Only limited summary data is available for this year.$0.80$0.00$0.48$0.34$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.52$0.43$0.08