Civic Intelligence

PTA California James Russell Lowell

EIN 95-6204940 • 501(c)3 • Long Beach, CA

Profile

The mission of the lowell elementary pta is to positively impact the lives of all children and families at the school through programs designed for the enrichment,benefit and motivation of teachers, students and student families.

5201 E Broadway AvenueLong Beach, CA 90803

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

31st percentile

-10%

Higher net margin than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

-13%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-22%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$163,853

Down $23,592 (-13%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$163,853

Down $23,592 (-13%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin31st percentile

Revenue

Down

$235,915

Down $65,405 (-22%) from 2024

Expenses

Down

$259,508

Down $1,862 (-0.7%) from 2024

Net Income

Down

-$23,593

Down $63,543 (-159%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$300K$200K$100K$0Assets 2011: $91,135Liabilities 2011: $02011Assets 2012: $119,516Liabilities 2012: $0Net Assets 2012: $119,5162012Assets 2013: $123,251Liabilities 2013: $0Net Assets 2013: $123,2512013Assets 2014: $151,365Liabilities 2014: $0Net Assets 2014: $151,3652014Assets 2015: $206,052Liabilities 2015: $0Net Assets 2015: $206,0522015Assets 2016: $115,126Liabilities 2016: $0Net Assets 2016: $115,1262016Assets 2017: $107,138Liabilities 2017: $0Net Assets 2017: $107,1382017Assets 2018: $99,768Liabilities 2018: $0Net Assets 2018: $99,7682018Assets 2019: $102,366Liabilities 2019: $0Net Assets 2019: $102,3662019Assets 2020: $127,601Liabilities 2020: $0Net Assets 2020: $127,6012020Assets 2021: $83,545Liabilities 2021: $0Net Assets 2021: $83,5452021Assets 2022: $144,062Liabilities 2022: $0Net Assets 2022: $144,0622022Assets 2023: $147,495Liabilities 2023: $0Net Assets 2023: $147,4952023Assets 2024: $187,445Liabilities 2024: $0Net Assets 2024: $187,4452024Assets 2025: $163,853Liabilities 2025: $0Net Assets 2025: $163,8532025

Highlighted filing

2025

Assets$163,853
Liabilities$0
Net Assets$163,853
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

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

$400K$200K$0-$200KRevenue 2011: $303,128Expenses 2011: $259,654Net Income 2011: $43,4742011Expenses 2012: $291,7052012Expenses 2013: $382,4152013Revenue 2014: $352,212Expenses 2014: $324,098Net Income 2014: $28,1142014Revenue 2015: $342,105Expenses 2015: $287,418Net Income 2015: $54,6872015Revenue 2016: $218,395Expenses 2016: $220,722Net Income 2016: -$2,3272016Revenue 2017: $291,480Expenses 2017: $299,468Net Income 2017: -$7,9882017Revenue 2018: $303,286Expenses 2018: $310,656Net Income 2018: -$7,3702018Revenue 2019: $281,905Expenses 2019: $279,307Net Income 2019: $2,5982019Revenue 2020: $228,313Expenses 2020: $203,078Net Income 2020: $25,2352020Revenue 2021: $18,059Expenses 2021: $62,115Net Income 2021: -$44,0562021Revenue 2022: $208,237Expenses 2022: $147,720Net Income 2022: $60,5172022Revenue 2023: $275,628Expenses 2023: $272,195Net Income 2023: $3,4332023Revenue 2024: $301,320Expenses 2024: $261,370Net Income 2024: $39,9502024Revenue 2025: $235,915Expenses 2025: $259,508Net Income 2025: -$23,5932025

Highlighted filing

2025

Revenue$235,915
Expenses$259,508
Net Income-$23,593
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,853
Liabilities
$0
Net assets
$163,853
Revenue
$235,915
Expenses
$259,508
Net income
-$23,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$2.36$2.60$0.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$3.01$2.61$0.40
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$2.76$2.72$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$2.08$1.48$0.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.18$0.62$0.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$2.28$2.03$0.25
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$2.82$2.79$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$3.03$3.11$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$2.91$2.99$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$2.18$2.21$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$3.42$2.87$0.55
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$3.52$3.24$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$3.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$2.92
2011Summary only. Only limited summary data is available for this year.$0.91$0.00$3.03$2.60$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$235,915
Mission and Program Overview

Mission

The mission of the lowell elementary pta is to positively impact the lives of all children and families at the school through programs designed for the enrichment,benefit and motivation of teachers, students and student families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$187,445$163,853▼ $23,592
Cap Stk Tr Prin Current Funds$187,445$163,853▼ $23,592
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$187,445$163,853▼ $23,592
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$187,445$163,853▼ $23,592
Total Liabilities and Net Assets / Fund Balance$187,445$163,853▼ $23,592
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Sara SteelePresident
Corinne IversonVice President
Jackie TaucherCommunications
Matt GlickenFinancial Scty
Mina HamburgFundraising
Christine OhMembership
Josie RojasOutreach
Cassie FantonPrincipal
Lara DaviniRoom Rep
Tara LittSecretary
January MallingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,070
Program Service Revenue
$232,742
Investment Income
$103
Other Revenue
$0
Change in Net Assets
$-23,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,508
Total Fundraising Expense$45,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$201,775$3,065$45,038$3,065
Total Functional Expenses$201,775$12,695$45,038$259,508
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 was prepared by the outside accountants and reviewed by pta president prior to filing with the irs. Tax returns are available upon request.”

Form 990, Part VI, Section B, Line 12C

“There are many positions within the james russell lowell elementary pta, each with a distinct role that allows for checks and balances.”

Form 990, Part VI, Section C, Line 19

“Documents made available for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Pta California James Russell Lowell
EIN
95-6204940
Phone
5624336757
Address
5201 E BROADWAY AVENUE, LONG BEACH, CA 90803

Signing Officer

Name
Kelly Curtin
Title
Treasurer
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Steele
Formed
1975
Legal Domicile
CA
Voting Board Members
608
Independent Board Members
608
Employees
0

Preparer

Firm
Praetorian Advisors LLP
Address
2101 East Coast Hwy Ste 200, Corona Del Mar, CA 92625
Preparer
Patricia S Drotter
Phone
9497604041
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ADD FOR ROUNDING = $1”

Other Programs-field Trips

“Fund the entry fees and bus costs for field trips for kindergarten through 5th grade field trips”

Raw XML AppendixShowing 400 of 436 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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IRS990/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090803
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/ChangeToOrgDocumentsInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
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IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03070
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYRevenuesLessExpensesAmt0-23593
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IRS990/CYTotalFundraisingExpenseAmt045038
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0235915
IRS990/DecisionsSubjectToApprovaInd0true
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IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0OTHER PROGRAMS - FIELD TRIPS - FUND THE ENTRY FEES AND BUS COSTS FOR KINDERGARTEN THROUGH 5TH GRADE FIELD TRIPS.OTHER PROGRAMS - SUPPLIES - FUND THE COST OF CLASSROOM SUPPLIES AS NEEDED.OTHER PROGRAMS - AFTER SCHOOL PROGRAMS - FUND AFTER SCHOOL SUPERVISION & ENRICHMENT.
IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/ExpenseAmt0121128
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRINCIPAL
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt7OUTREACH
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt9FINANCIAL SCTY
IRS990/Form990PartVIISectionAGrp/TitleTxt10ROOM REP
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0STUDENT WELFARE
IRS990/OtherExpensesGrp/Desc1FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc2ORGANIZATIONAL EXPENSE
IRS990/OtherExpensesGrp/Desc3DUES TO DISTRICT COUNCIL
IRS990/OtherExpensesGrp/FundraisingAmt045038
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09630
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13065
IRS990/OtherExpensesGrp/ProgramServicesAmt0201775
IRS990/OtherExpensesGrp/TotalAmt0201775
IRS990/OtherExpensesGrp/TotalAmt145038
IRS990/OtherExpensesGrp/TotalAmt29630
IRS990/OtherExpensesGrp/TotalAmt33065
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SARA STEELE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0FUNDRAISING
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0195405
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt137337
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0195405
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt137337
IRS990/ProgSrvcAccomActy2Grp/Desc0LEARNING GARDEN & ART LAB
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt053277
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAM - FUND THE COST OF CLUBS, FAIRS, CARNIVALS, DANCES, AUTHOR NIGHTS, MEET THE MASTERS AND OTHER EVENTS FOR ALL STUDENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt027370
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02929
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0100
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0261370
IRS990/PYProgramServiceRevenueAmt0298291
IRS990/PYRevenuesLessExpensesAmt039950
IRS990/PYTotalExpensesAmt0261370
IRS990/PYTotalRevenueAmt0301320
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-23593
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0187445
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0163853
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01434
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012468
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0103
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0232742
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0298291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0275969
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0206202
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01029761
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0103
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0403
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt01042229
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0235812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0301220
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0278969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0208237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017991
IRS990ScheduleA/Total509Grp/TotalAmt01042229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0235915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0301320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0279060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0208278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018059
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01042632
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY PTA PRESIDENT PRIOR TO FILING WITH THE IRS. TAX RETURNS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE MANY POSITIONS WITHIN THE JAMES RUSSELL LOWELL ELEMENTARY PTA, EACH WITH A DISTINCT ROLE THAT ALLOWS FOR CHECKS AND BALANCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS MADE AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADD FOR ROUNDING = $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUND THE ENTRY FEES AND BUS COSTS FOR FIELD TRIPS FOR KINDERGARTEN THROUGH 5TH GRADE FIELD TRIPS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4OTHER PROGRAMS-FIELD TRIPS
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0187445
IRS990/TotalAssetsEOYAmt0163853
IRS990/TotalAssetsGrp/BOYAmt0187445
IRS990/TotalAssetsGrp/EOYAmt0163853
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03070
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt045038
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012695
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0201775
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259508
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0187445
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0163853
IRS990/TotalProgramServiceExpensesAmt0201775
IRS990/TotalProgramServiceRevenueAmt0232742
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0232845
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0235915
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0187445
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0163853
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X

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