Civic Intelligence

Westlake High School Ptsa

990EZ • Fiscal year 2017 • EIN 95-6174766

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 28, 2017

100 North Lakeview Canyon RdWestlake Village, CA 91362

(805) 497-6711

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.7%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

64%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$70,190

Up $3,159 (+4.7%) from 2016

Net Assets

Up

$70,190

Up $3,159 (+4.7%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$13,780

Up $5,381 (+64%) from 2016

Expenses

Down

$10,621

Down $3,583 (-25%) from 2016

Net Income

Up

$3,159

Up $8,964 (+154%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $44,970Liabilities 2012: $02012Assets 2013: $58,305Liabilities 2013: $02013Assets 2014: $77,084Liabilities 2014: $02014Assets 2015: $72,836Net Assets 2015: $72,8362015Assets 2016: $67,031Net Assets 2016: $67,0312016Assets 2017: $70,190Net Assets 2017: $70,1902017Assets 2018: $90,633Net Assets 2018: $90,6332018Assets 2019: $65,552Net Assets 2019: $65,5522019Assets 2020: $49,302Net Assets 2020: $49,3022020Assets 2021: $54,147Net Assets 2021: $54,1472021Assets 2022: $60,522Net Assets 2022: $60,5222022Assets 2023: $46,803Net Assets 2023: $46,8032023Assets 2024: $53,092Net Assets 2024: $53,0922024Assets 2025: $56,165Net Assets 2025: $56,1652025

Highlighted filing

2017

Assets$70,190
Liabilities-
Net Assets$70,190

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $28,723Expenses 2012: $10,557Net Income 2012: $18,1662012Revenue 2013: $25,823Expenses 2013: $12,488Net Income 2013: $13,3352013Revenue 2014: $28,895Expenses 2014: $10,116Net Income 2014: $18,7792014Revenue 2015: $6,677Expenses 2015: $10,925Net Income 2015: -$4,2482015Revenue 2016: $8,399Expenses 2016: $14,204Net Income 2016: -$5,8052016Revenue 2017: $13,780Expenses 2017: $10,621Net Income 2017: $3,1592017Revenue 2018: $33,312Expenses 2018: $12,869Net Income 2018: $20,4432018Revenue 2019: -$10,658Expenses 2019: $14,453Net Income 2019: -$25,1112019Revenue 2020: $32,704Expenses 2020: $48,954Net Income 2020: -$16,2502020Revenue 2021: $13,877Expenses 2021: $9,032Net Income 2021: $4,8452021Revenue 2022: $62,173Expenses 2022: $56,189Net Income 2022: $5,9842022Revenue 2023: $62,381Expenses 2023: $76,100Net Income 2023: -$13,7192023Revenue 2024: $64,197Expenses 2024: $57,908Net Income 2024: $6,2892024Revenue 2025: $69,385Expenses 2025: $66,312Net Income 2025: $3,0732025

Highlighted filing

2017

Revenue$13,780
Expenses$10,621
Net Income$3,159
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 28, 2017
Return Version
2016v3.0
Gross Receipts
$98,557
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
WESTLAKE WARRIOR WISHES-$49,187
THANKSGIVING LUNCHEON-$2,301
AFTER SCHOOL TUTORING, COLLEGE NIGHT, GRADUATION ACTIVITIES, REFLECTIONS, STUDENT ASSISTANCE, STUDENT PTSA-$1,634
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN SYLVESTERPresident-$0--
DEANNE CHENFirst VP-$0--
VAISHALI BHARGAVASecond VP-$0--
CRISTI HARRISThird VP-$0--
CLAIRE FRATELLOFourth VP-$0--
TRACIE OKENFifth VP-$0--
VICKI ECKHARTSixth VP-$0--
CHRISTINA MADIGANRecording Secretary-$0--
DANIELLE SHAHIDICorresponding Sec-$0--
MIKI SUZUKITreasurer-$0--
LORI HUEMMEHistorian-$0--
DENISE READERExec VP-$0--
SHERRY LIPPELFinancial Secretary-$0--
ROBIN FOXAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Sales$45,335$45,335$35,590$9,745
Westlake Warrior Wishes$36,712$36,712$49,187$-12,475
Total Events$89,776$89,776$84,777$4,999
Filing and Contact Details

Filer

Filer Name
Westlake High School Ptsa
EIN
95-6174766
Phone
8054976711
Address
100 NORTH LAKEVIEW CANYON RD, WESTLAKE VILLAGE, CA 91362

Signing Officer

Name
Miki Suzuki
Title
Treasurer
Signed
2017-09-28
Discuss with paid preparer
No

Preparer

Firm
Stanton Tax Service
Address
1302 W 525 S, Lehi, UT 84043
Preparer
James F Stanton III
Phone
8058442425
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

OTHER 199

Form 990-EZ, Part I, Line 16, Other Expenses

BANK CHARGES 122

Form 990-EZ, Part I, Line 16, Other Expenses

COUNCIL ASSESSMENT 100

Form 990-EZ, Part I, Line 16, Other Expenses

INSURANCE 221

Form 990-EZ, Part I, Line 16, Other Expenses

PUBLICITY 1,089

Form 990-EZ, Part I, Line 16, Other Expenses

PAY PAL FEES 1,440

Form 990-EZ, Part I, Line 16, Other Expenses

PTAEZ 179

Form 990-EZ, Part I, Line 16, Other Expenses

OFFICERS EXPENSE 500

Form 990-EZ, Part I, Line 16, Other Expenses

COUNCIL DINNER 245

Form 990-EZ, Part I, Line 16, Other Expenses

Cardiac screening breakfast 127

Form 990-EZ, Part I, Line 16, Other Expenses

Hydration station filters 375

Form 990-EZ, Part I, Line 16, Other Expenses

Graduation activities 420

Form 990-EZ, Part I, Line 16, Other Expenses

Honorary service award 648

Form 990-EZ, Part I, Line 16, Other Expenses

HOSPITALITY 214

Form 990-EZ, Part I, Line 16, Other Expenses

PARENT PARTNERS 1,250

Form 990-EZ, Part I, Line 16, Other Expenses

REFLECTION 179

Form 990-EZ, Part I, Line 16, Other Expenses

STUDENT PTSA 534

Form 990-EZ, Part I, Line 16, Other Expenses

Thanksgiving luncheon 2,301

Form 990-EZ, Part I, Line 16, Other Expenses

TAX FILINGS 60

Form 990-EZ, Part I, Line 16, Other Expenses

TEACHER APPRECIATION 366

Raw XML Appendix254 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13ROBIN FOX
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SIXTH VP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13AUDITOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PrintingPublicationsPostageAmt051
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AFTER SCHOOL TUTORING, COLLEGE NIGHT, GRADUATION ACTIVITIES, REFLECTIONS, STUDENT ASSISTANCE, STUDENT PTSA
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22301
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt084777
IRS990EZ/SpecialEventsNetIncomeLossAmt04999
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt010621
IRS990EZ/TotalProgramServiceExpensesAmt053122
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.whsptsa.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04726
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK CHARGES 122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COUNCIL ASSESSMENT 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUBLICITY 1,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAY PAL FEES 1,440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTAEZ 179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICERS EXPENSE 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COUNCIL DINNER 245
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CARDIAC SCREENING BREAKFAST 127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10HYDRATION STATION FILTERS 375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11GRADUATION ACTIVITIES 420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12HONORARY SERVICE AWARD 648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13HOSPITALITY 214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PARENT PARTNERS 1,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15REFLECTION 179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STUDENT PTSA 534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17THANKSGIVING LUNCHEON 2,301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TAX FILINGS 60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19TEACHER APPRECIATION 366
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/PhoneNum08054976711
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0026A68B9579259EA7F0197352014C7429F5F4064
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.199.39.44
ReturnHeader/FilingSecurityInformation/IPDt02017-09-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm023:28:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stanton Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01302 W 525 S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lehi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084043
ReturnHeader/PreparerPersonGrp/PhoneNum08058442425
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James F Stanton III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-29T05:29:05-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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