Civic Intelligence

PTA California James Russell Lowell Elementary

990 • Fiscal year 2015 • EIN 95-6204940

Mar 01, 2014 to Feb 28, 2015 • Filed on Jul 15, 2015

Organization ProfileN/A
5201 E Broadway AvenueLong Beach, CA 90803

(562) 433-6757

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

-2.9%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$206,052

Up $54,687 (+36%) from 2014

Net Assets

Up

$206,052

Up $54,687 (+36%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin72nd percentile

Revenue

Down

$342,105

Down $10,107 (-2.9%) from 2014

Expenses

Down

$287,418

Down $36,680 (-11%) from 2014

Net Income

Up

$54,687

Up $26,573 (+95%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

2015

Assets$206,052
Liabilities$0
Net Assets$206,052
Open 2015 Filing

Operations Trend

Revenue Growth43rd percentile

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

2015

Revenue$342,105
Expenses$287,418
Net Income$54,687
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jul 15, 2015
Return Version
2014v5.0
Gross Receipts
$342,105
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
Cash and Non-Interest-Bearing Accounts$151,365$206,052▲ $54,687
Cap Stk Tr Prin Current Funds$151,365$206,052▲ $54,687
Savings and Temporary Cash Investments-$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$151,365$206,052▲ $54,687
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$151,365$206,052▲ $54,687
Total Liabilities and Net Assets / Fund Balance$151,365$206,052▲ $54,687
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Denise MesterPresident
Mary ScottVice President
Katie ZinnFinancial Sec
Wendy BeckerParliamentarian
Ruth ChaoSecretary
Rebeca MattaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,630
Program Service Revenue
$333,380
Investment Income
$95
Other Revenue
$0
Change in Net Assets
$54,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,418
Total Fundraising Expense$75,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$201,471$3,710$75,119$3,710
Fees for Services Accounting-$750-$750
Total Functional Expenses$201,471$10,828$75,119$287,418
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
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“PENDING”

Form 990, Part VI, Line 11B: Form 990 Review Process

“PENDING”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents made available for inspection upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Rebeca Matta
Title
Treasurer
Signed
2015-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
CA
Voting Board Members
863
Independent Board Members
863
Employees
0

Preparer

Firm
Praetorian Advisors LLP
Address
2101 East Coast Hwy Ste 200, Corona Del Mar, CA 92625
Preparer
Patricia S Drotter
Phone
9497604040
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: other programs - field trips - fund the entry fees and bus costs for kindergarten through 6th grade field trips.other programs - supplies - fund the cost of classroom supplies as needed.”

Raw XML Appendix398 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PTA TREASURER
IRS990/BooksInCareOfDetail/PhoneNum05624336757
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05201 E BROADWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0LONG BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090803
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0151365
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0206052
IRS990/CashNonInterestBearingGrp/BOYAmt0151365
IRS990/CashNonInterestBearingGrp/EOYAmt0206052
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08630
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt095
IRS990/CYOtherExpensesAmt0287418
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0333380
IRS990/CYRevenuesLessExpensesAmt054687
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0287418
IRS990/CYTotalFundraisingExpenseAmt075119
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0342105
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROGRAM - FUND THE COST OF CLUBS, FAIRS, CARNIVALS, DANCES, AUTHOR NIGHTS, MEET THE MASTERS AND OTHER EVENTS FOR ALL STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0103056
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0750
IRS990/FeesForServicesAccountingGrp/TotalAmt0750
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DENISE MESTER
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm2RUTH CHAO
IRS990/Form990PartVIISectionAGrp/PersonNm3REBECA MATTA
IRS990/Form990PartVIISectionAGrp/PersonNm4KATIE ZINN
IRS990/Form990PartVIISectionAGrp/PersonNm5WENDY BECKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCIAL SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt5PARLIAMENTARIAN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt0863
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0342105
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0863
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt095
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt08630
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0151365
IRS990/NetAssetsOrFundBalancesEOYAmt0206052
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0STUDENT WELFARE
IRS990/OtherExpensesGrp/Desc1FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc2ORGANIZATIONAL EXPENSE
IRS990/OtherExpensesGrp/Desc3DUES TO DISTRICT COUNCIL
IRS990/OtherExpensesGrp/FundraisingAmt075119
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06368
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13710
IRS990/OtherExpensesGrp/ProgramServicesAmt0201471
IRS990/OtherExpensesGrp/TotalAmt0201471
IRS990/OtherExpensesGrp/TotalAmt175119
IRS990/OtherExpensesGrp/TotalAmt26368
IRS990/OtherExpensesGrp/TotalAmt33710
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/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0FUNDRAISING
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0270336
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt163044
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0270336
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt163044
IRS990/ProgSrvcAccomActy2Grp/Desc0PHYSICAL EDUCATION - PROVIDE FUNDING FOR PHYSICAL EDUCATION PROGRAMS AND MATERIALS DURING THE SCHOOL DAY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt061000
IRS990/ProgSrvcAccomActy3Grp/Desc0TECHNOLOGY SUPPORT - INCLUDING THE PURCHASE, INSTALLATION AND SUPPORT OF COMPUTERS AND SMARTBOARDS IN THE CLASSROOM AND TECHNOLOGY LAB.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025585
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06630
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt067
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0324098
IRS990/PYProgramServiceRevenueAmt0345515
IRS990/PYRevenuesLessExpensesAmt028114
IRS990/PYTotalExpensesAmt0324098
IRS990/PYTotalRevenueAmt0352212
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt054687
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029700
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0333381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0345516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0381032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0302951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0298734
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01661614
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0369
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt01691314
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0342011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0352146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0386082
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0307991
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0303084
IRS990ScheduleA/Total509Grp/TotalAmt01691314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0342106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0352213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0386150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0308086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0303128
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01691683
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: OTHER PROGRAMS - FIELD TRIPS - FUND THE ENTRY FEES AND BUS COSTS FOR KINDERGARTEN THROUGH 6TH GRADE FIELD TRIPS.OTHER PROGRAMS - SUPPLIES - FUND THE COST OF CLASSROOM SUPPLIES AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PENDING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PENDING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS MADE AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0151365
IRS990/TotalAssetsEOYAmt0206052
IRS990/TotalAssetsGrp/BOYAmt0151365
IRS990/TotalAssetsGrp/EOYAmt0206052
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08630
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt075119
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010828
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0201471
IRS990/TotalFunctionalExpensesGrp/TotalAmt0287418
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0151365
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0206052
IRS990/TotalOtherProgSrvcExpenseAmt011830
IRS990/TotalProgramServiceExpensesAmt0201471
IRS990/TotalProgramServiceRevenueAmt0333380
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0333475
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0342105
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0151365
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0206052
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt0863
IRS990/VotingMembersIndependentCnt0863
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECA MATTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA JAMES RUSSEL LOWELL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0956204940
ReturnHeader/Filer/PhoneNum05624336757
ReturnHeader/Filer/USAddress/AddressLine1Txt05201 E BROADWAY AVENUE
ReturnHeader/Filer/USAddress/CityNm0LONG BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Praetorian Advisors LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 East Coast Hwy Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Corona Del Mar
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092625
ReturnHeader/PreparerPersonGrp/PhoneNum09497604040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA S DROTTER
ReturnHeader/ReturnTs02015-07-15T14:09:49-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,052
Liabilities
$0
Net assets
$206,052
Revenue
$342,105
Expenses
$287,418
Net income
$54,687
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