Civic Intelligence

PTA California James Russell Lowell Elementary

990 • Fiscal year 2013 • EIN 95-6204940

Mar 01, 2012 to Feb 28, 2013 • Filed on Jul 15, 2013

5201 E Broadway Avenue90803
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

53rd percentile

3.1%

Faster asset growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$123,251

Up $3,735 (+3.1%) from 2012

Net Assets

Up

$123,251

Up $3,735 (+3.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$382,415

Up $90,710 (+31%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$123,251
Liabilities$0
Net Assets$123,251

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue-
Expenses$382,415
Net Income-
Jump To
Filing Snapshot
Filing Period
Mar 1, 2012 to Feb 28, 2013
Signed
Jul 15, 2013
Return Version
2012v2.0
Gross Receipts
$386,150
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.

Major Activities

Activity 2
Program - fund the cost of clubs, fiars, carnivals, dances, authors nights, meet the masters, and other events for all students
Activity 3
Physical education - provide funding for physical education programs and materials during the school day.
Filing and Contact Details

Filer

EIN
95-6204940
Raw XML Appendix309 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/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0PROGRAM - FUND THE COST OF CLUBS, FIARS, CARNIVALS, DANCES, AUTHORS NIGHTS, MEET THE MASTERS, AND OTHER EVENTS FOR ALL STUDENTS
IRS990/Activity2/Expense073152
IRS990/Activity3/Description0PHYSICAL EDUCATION - PROVIDE FUNDING FOR PHYSICAL EDUCATION PROGRAMS AND MATERIALS DURING THE SCHOOL DAY.
IRS990/Activity3/Expense065024
IRS990/ActivityOrMissionDescription0THE 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 AN MOTIVATION OF TEACHERS, STUDENTS, AND STUDENT FAMILIES.
IRS990/AddressPrincipalOfficerUS/AddressLine105201 E BROADWAY
IRS990/AddressPrincipalOfficerUS/City0LONG BEACH
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode090803
IRS990/BenefitsPaidToMembersCY00
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IRS990/CapStckTrstPrinCurrentFunds/BOY0119516
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IRS990/CashNonInterestBearing/BOY0119516
IRS990/CashNonInterestBearing/EOY0123251
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IRS990/Description0TECHNOLOGY SUPPORT - INCLUDING THE PURCHASE, INSTALLATION, AND SUPPORT OF COMPUTERS AND SMARTBOARDS IN THE CLASSROOMS AND TECHNOLOGY LAB.
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek00.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.00
IRS990/Form990PartVIISectionA/NamePerson0KIM ERKMAN
IRS990/Form990PartVIISectionA/NamePerson1DENISE MESTER
IRS990/Form990PartVIISectionA/NamePerson2JEANINE SKJONSBY
IRS990/Form990PartVIISectionA/NamePerson3KATHRYN FARMER
IRS990/Form990PartVIISectionA/Officer0X
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IRS990/Form990PartVIISectionA/Officer2X
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IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/Title0PRESIDENT
IRS990/Form990PartVIISectionA/Title1VICE PRESIDENT
IRS990/Form990PartVIISectionA/Title2SECRETARY
IRS990/Form990PartVIISectionA/Title3TREASURER
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0false
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IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0386150
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear068
IRS990/InvestmentIncome/TotalRevenueColumn068
IRS990/InvestmentInJointVenture0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembershipDues05050
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0THE MISSION OF THE LOWELL ELEMENTARY
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0KATHRYN FARMER
IRS990/NbrIndependentVotingMembers0505
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IRS990/NetAssetsOrFundBalancesBOY0119516
IRS990/NetAssetsOrFundBalancesEOY0123251
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers0505
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherExpensesCurrentYear0382415
IRS990/OtherExpenses/Description0STUDENT WELFARE
IRS990/OtherExpenses/Description1FUNDRAISING EXPENSES
IRS990/OtherExpenses/Description2DUES TO DISTICT COUNCIL
IRS990/OtherExpenses/Description3ORGANIZATIONAL EXPENSES
IRS990/OtherExpenses/Fundraising00
IRS990/OtherExpenses/Fundraising1105906
IRS990/OtherExpenses/Fundraising20
IRS990/OtherExpenses/Fundraising30
IRS990/OtherExpenses/ManagementAndGeneral00
IRS990/OtherExpenses/ManagementAndGeneral10
IRS990/OtherExpenses/ManagementAndGeneral22172
IRS990/OtherExpenses/ManagementAndGeneral32803
IRS990/OtherExpenses/ProgramServices0270934
IRS990/OtherExpenses/ProgramServices10
IRS990/OtherExpenses/ProgramServices20
IRS990/OtherExpenses/ProgramServices30
IRS990/OtherExpenses/Total0270934
IRS990/OtherExpenses/Total1105906
IRS990/OtherExpenses/Total22172
IRS990/OtherExpenses/Total32803
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0999999
IRS990/ProgramServiceRevenue/BusinessCode1999999
IRS990/ProgramServiceRevenueCY0381032
IRS990/ProgramServiceRevenue/Description0FUNDRAISING
IRS990/ProgramServiceRevenue/Description1PROGRAM SERVICE
IRS990/ProgramServiceRevenue/TotalRevenueColumn0306460
IRS990/ProgramServiceRevenue/TotalRevenueColumn174572
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses03735
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY03735
IRS990/SalariesEtcCurrentYear00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear05050
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year05040
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years04350
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years028548
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years032815
IRS990ScheduleA/GiftsGrantsContribReceived509/Total075803
IRS990ScheduleA/GrossInvestmentIncome170/Total00
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IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years035
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0473
IRS990ScheduleA/GrossInvestmentIncome509/Total0715
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear0381032
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year0302951
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0298734
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years0178204
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years0140167
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total01301088
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear068
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IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years035
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0473
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0715
IRS990ScheduleA/InvestmentIncomePercentage00.00050
IRS990ScheduleA/PriorYearSupportPercentage00.99920
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00080
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99950
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
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IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0303084
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0206752
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0172982
IRS990ScheduleA/Total509/Total01376891
IRS990ScheduleA/TotalSupportTotal/Total01377606
IRS990/ScheduleBRequired0false
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IRS990ScheduleO/GeneralExplanation/Explanation0PENDING
IRS990ScheduleO/GeneralExplanation/Explanation1PENDING
IRS990ScheduleO/GeneralExplanation/Explanation2PENDING
IRS990ScheduleO/GeneralExplanation/Explanation3PENDING
IRS990ScheduleO/GeneralExplanation/Explanation4FIELD TRIPS - FUND THE ENTRY FEES AND BUS COSTS FOR KINDERGARTEN THRU
IRS990ScheduleO/GeneralExplanation/Explanation55TH GRADE FIELD TRIPS.
IRS990ScheduleO/GeneralExplanation/Explanation6SUPPLY - FUND THE COST OF CLASSROOM SUPPLIES AS NEEDED
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 8a
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 11b
IRS990ScheduleO/GeneralExplanation/Identifier2Pt IV
IRS990ScheduleO/GeneralExplanation/Identifier3Pt VI, Line 8b
IRS990ScheduleO/GeneralExplanation/Identifier4fORM 990, PART III, LINE 4d - oTHER pROGRAM sERVICES dESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier5fORM 990, PART III, LINE 4d - oTHER pROGRAM sERVICES dESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier6fORM 990, PART III, LINE 4d - oTHER pROGRAM sERVICES dESCRIPTION
IRS990/ScheduleORequired0false
IRS990/School0false
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IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine105201 E BROADWAY
IRS990/TheBooksAreInCareOf/AddressUS/City0LONG BEACH
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode090803
IRS990/TheBooksAreInCareOf/NamePerson0PTA TREASURER
IRS990/TheBooksAreInCareOf/TelephoneNumber05624336757
IRS990/TotalAssets/BOY0119516
IRS990/TotalAssetsBOY0119516
IRS990/TotalAssets/EOY0123251
IRS990/TotalAssetsEOY0123251
IRS990/TotalCompGT150K0false
IRS990/TotalContributions05050
IRS990/TotalExpensesCurrentYear0382415
IRS990/TotalFunctionalExpenses/Fundraising0105906
IRS990/TotalFunctionalExpenses/ManagementAndGeneral05575
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IRS990/TotalFundrsngExpCurrentYear0105906
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0119516
IRS990/TotalLiabNetAssetsFundBalances/EOY0123251
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0119516
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IRS990/TotalOfOtherProgramServiceExp018924
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0270934
IRS990/TotalProgramServiceRevenue0381032
IRS990/TotalRevenueCurrentYear0386150
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0381100
IRS990/TotalRevenue/TotalRevenueColumn0386150
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01975
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0956204940
ReturnHeader/Filer/Name/BusinessNameLine10PTA (CALIFORNIA) JAMES RUSSEL LOWELL ELEMENTARY
ReturnHeader/Filer/NameControl0PTAC
ReturnHeader/Filer/Phone05628561696
ReturnHeader/Filer/USAddress/AddressLine105201 E BROADWAY AVENUE
ReturnHeader/Filer/USAddress/City0LONG BEACH
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090803
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-07-15
ReturnHeader/Officer/Name0KATHRYN FARMER
ReturnHeader/Officer/Phone05628561696
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-10-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CORZINE PUBLIC ACCOUNTING
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106475 E PACIFIC COAST HWY STE 447
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LONG BEACH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0908034201
ReturnHeader/Preparer/Name0WENDY CORZINE
ReturnHeader/Preparer/Phone05628561696
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-03-01
ReturnHeader/TaxPeriodEndDate02013-02-28
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-10-15T11:14:04-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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