Civic Intelligence

PTA California James Russell Lowell Elementary

990 • Fiscal year 2017 • EIN 95-6204940

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

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

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

34th percentile

-2.7%

Higher net margin than 34% 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

32nd percentile

-6.9%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$107,138

Down $7,988 (-6.9%) from 2016

Net Assets

Down

$107,138

Down $7,988 (-6.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin34th percentile

Revenue

Up

$291,480

Up $73,085 (+33%) from 2016

Expenses

Up

$299,468

Up $78,746 (+36%) from 2016

Net Income

Down

-$7,988

Down $5,661 (-243%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2017

Assets$107,138
Liabilities$0
Net Assets$107,138
Open 2017 Filing

Operations Trend

Revenue Growth80th 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

2017

Revenue$291,480
Expenses$299,468
Net Income-$7,988
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$291,480
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$115,126$107,138▼ $7,988
Cap Stk Tr Prin Current Funds$115,126$107,138▼ $7,988
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$115,126$107,138▼ $7,988
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$115,126$107,138▼ $7,988
Total Liabilities and Net Assets / Fund Balance$115,126$107,138▼ $7,988
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Melissa BrowerPresident
Taryn BaileyVice President
Holly TorpeyFinancial Sctry
Kara CamperSecretary
Sandee PaigeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,527
Program Service Revenue
$260,879
Investment Income
$74
Other Revenue
$0
Change in Net Assets
$-7,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$299,468
Total Fundraising Expense$68,949
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$211,424$5,424$68,949$5,424
Fees for Services Accounting-$750-$750
Total Functional Expenses$211,424$19,095$68,949$299,468
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 Russell Lowell
EIN
95-6204940
Phone
5624336757
Address
5201 E BROADWAY AVENUE, LONG BEACH, CA 90803

Signing Officer

Name
Melissa Brower
Title
President
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
CA
Voting Board Members
1,074
Independent Board Members
1,074
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.”

Other Programs-field Trips

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

Raw XML Appendix391 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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0350809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0345516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0381032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01513836
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0419
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt01596592
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0285689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0213006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0359669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0352146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0386082
IRS990ScheduleA/Total509Grp/TotalAmt01596592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0285763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0213087
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0359798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0352213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0386150
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01597011
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/ExplanationTxt4UND THE ENTRY FEES AND BUS COSTS FOR FIELD TRIPS FOR KINDERGARTEN THROUGH 5TH GRADE FIELD TRIPS
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4OTHER PROGRAMS-FIELD TRIPS
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0115126
IRS990/TotalAssetsEOYAmt0107138
IRS990/TotalAssetsGrp/BOYAmt0115126
IRS990/TotalAssetsGrp/EOYAmt0107138
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt030527
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt068949
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019095
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0211424
IRS990/TotalFunctionalExpensesGrp/TotalAmt0299468
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0115126
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0107138
IRS990/TotalOtherProgSrvcExpenseAmt027738
IRS990/TotalProgramServiceExpensesAmt0211424
IRS990/TotalProgramServiceRevenueAmt0260879
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0260953
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0291480
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115126
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0107138
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01074
IRS990/VotingMembersIndependentCnt01074
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA BROWER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CALIFORNIA JAMES RUSSELL 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/ReturnTs02017-11-15T10:58:50-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,138
Liabilities
$0
Net assets
$107,138
Revenue
$291,480
Expenses
$299,468
Net income
-$7,988
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
2017Detailed filing. Detailed filing data is available for this year.$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