Civic Intelligence

Lorbeer Middle School Parent- Teacher-Student-Staff Organization

EIN 95-4847080 • 501(c)3 • Diamond Bar, CA

Pub. 78 Eligible990-N Coverage

Profile

SEE PART III STMT

501 S Diamond Bar BlvdDiamond Bar, CA 91765

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

7th percentile

-178%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

30th percentile

-23%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

10th percentile

-80%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$34,888

Down $10,265 (-23%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$34,888

Down $10,265 (-23%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin7th percentile

Revenue

Down

$5,752

Down $22,441 (-80%) from 2020

Expenses

Down

$16,017

Down $9,787 (-38%) from 2020

Net Income

Down

-$10,265

Down $12,654 (-530%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $52,163Liabilities 2011: $02011Assets 2012: $42,439Liabilities 2012: $02012Assets 2013: $42,782Net Assets 2013: $42,7822013Assets 2014: $34,160Liabilities 2014: $02014Assets 2015: $33,261Liabilities 2015: $02015Assets 2016: $19,535Liabilities 2016: $02016Assets 2017: $42,361Net Assets 2017: $42,3612017Assets 2018: $35,549Net Assets 2018: $35,5492018Assets 2019: $42,764Net Assets 2019: $42,7642019Assets 2020: $45,153Net Assets 2020: $45,1532020Assets 2021: $34,888Liabilities 2021: $0Net Assets 2021: $34,8882021

Highlighted filing

2021

Assets$34,888
Liabilities$0
Net Assets$34,888
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $48,762Expenses 2011: $37,791Net Income 2011: $10,9712011Revenue 2012: $5,929Expenses 2012: $15,653Net Income 2012: -$9,7242012Revenue 2013: $5,586Expenses 2013: $5,243Net Income 2013: $3432013Revenue 2014: $17,798Expenses 2014: $26,420Net Income 2014: -$8,6222014Revenue 2015: $16,000Expenses 2015: $16,899Net Income 2015: -$8992015Revenue 2016: $47,909Expenses 2016: $61,635Net Income 2016: -$13,7262016Revenue 2017: $67,865Expenses 2017: $45,039Net Income 2017: $22,8262017Revenue 2018: $59,953Expenses 2018: $66,765Net Income 2018: -$6,8122018Revenue 2019: $52,574Expenses 2019: $45,359Net Income 2019: $7,2152019Revenue 2020: $28,193Expenses 2020: $25,804Net Income 2020: $2,3892020Revenue 2021: $5,752Expenses 2021: $16,017Net Income 2021: -$10,2652021

Highlighted filing

2021

Revenue$5,752
Expenses$16,017
Net Income-$10,265
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$34,888
Liabilities
$0
Net assets
$34,888
Revenue
$5,752
Expenses
$16,017
Net income
-$10,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$5.75$16.0$10.3
2020Detailed filing. Detailed filing data is available for this year.$45.2$45.2$28.2$25.8$2.39
2019Detailed filing. Detailed filing data is available for this year.$42.8$42.8$52.6$45.4$7.22
2018Detailed filing. Detailed filing data is available for this year.$35.5$35.5$60.0$66.8$6.81
2017Detailed filing. Detailed filing data is available for this year.$42.4$42.4$67.9$45.0$22.8
2016Summary only. Only limited summary data is available for this year.$19.5$0.00$47.9$61.6$13.7
2015Summary only. Only limited summary data is available for this year.$33.3$0.00$16.0$16.9$0.90
2014Summary only. Only limited summary data is available for this year.$34.2$0.00$17.8$26.4$8.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.8$42.8$5.59$5.24$0.34
2012Summary only. Only limited summary data is available for this year.$42.4$0.00$5.93$15.7$9.72
2011Summary only. Only limited summary data is available for this year.$52.2$0.00$48.8$37.8$11.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$5,752
Mission and Program Overview

Mission

SEE PART III STMT

Program Services

DescriptionGrantsExpenses
FUNDS ARE RAISED TO SUPPORT VARIOUS BENEFITS TO ALL STUDENTS, INCLUDING ASSEMBLIES, AWARDS, FIELD TRIPS, INSTRUCTIONAL MATERIALS AND OTHER STUDENT ACTIVITIES.-$16,017
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASMINE CORREAChairperson Executive Bod-$0--
ANDREW LAWRENCEPresident-$0--
AISHA YOUNGTreasurer-$0--
ELIZABETH SANTOSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lorbeer Middle School Parent Teacher Student Staff
EIN
95-4847080
Address
501 S DIAMOND BAR BLVD, Diamond Bar, CA 91765

Signing Officer

Name
Jasmine Correa
Title
Chairperson
Phone
9093974527
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Daves Tax Service
Address
431 N CENTRAL AVENUE, Upland, CA 91786
Preparer
David Liem
Phone
9099817117
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountWELCOME BACK 214STAFF APPRECIATION 903DISTANT LEARNING 1,293ACHIEVE 3000 2138TH GRADE ACTIVITIES 3,270LMS EXPENSES 1,000GIFT TO SCHOOL 7,718DISNEY EXPENSES 760ATHLETIC BOOSTER CLUB 322”

Raw XML Appendix165 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/BooksInCareOfDetail/PhoneNum09093974527
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Diamond Bar
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091765
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045153
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034888
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10265
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0663
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02794
IRS990EZ/GrossReceiptsAmt05752
IRS990EZ/GrossSalesOfInventoryAmt02794
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02255
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045153
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034888
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045153
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034888
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASMINE CORREA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW LAWRENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AISHA YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH SANTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON EXECUTIVE BOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015693
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE PART III STMT
IRS990EZ/PrintingPublicationsPostageAmt0324
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS ARE RAISED TO SUPPORT VARIOUS BENEFITS TO ALL STUDENTS, INCLUDING ASSEMBLIES, AWARDS, FIELD TRIPS, INSTRUCTIONAL MATERIALS AND OTHER STUDENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016017
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0663
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016017
IRS990EZ/TotalProgramServiceExpensesAmt016017
IRS990EZ/TotalRevenueAmt05752
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01583
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016534
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05751
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt052746
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt067865
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0218450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059583
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0201916
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05751
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt067865
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0218450
IRS990ScheduleA/InvestmentIncomeCYPct00.50000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.50000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0218450
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05751
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067865
IRS990ScheduleA/Total509Grp/TotalAmt0218450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011502
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119906
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0135730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0436900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountWELCOME BACK 214STAFF APPRECIATION 903DISTANT LEARNING 1,293ACHIEVE 3000 2138TH GRADE ACTIVITIES 3,270LMS EXPENSES 1,000GIFT TO SCHOOL 7,718DISNEY EXPENSES 760ATHLETIC BOOSTER CLUB 322
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum09093974527
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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ReturnHeader/Filer/BusinessNameControlTxt0LORB
ReturnHeader/Filer/EIN0954847080
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ReturnHeader/Filer/USAddress/CityNm0Diamond Bar
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ReturnHeader/ReturnTs02021-11-17T20:49:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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