Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2019 • EIN 95-6204995

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 01, 2020

Organization ProfileN/A
PO Box 430Lake Arrowhead, CA 92352

(909) 336-0387

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$17,646

No earlier filing loaded for comparison.

Net Assets

$17,646

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

$48,480

No earlier filing loaded for comparison.

Expenses

$35,846

No earlier filing loaded for comparison.

Net Income

$12,634

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2019: $17,646Net Assets 2019: $17,6462019Assets 2020: $22,807Net Assets 2020: $22,8072020Assets 2024: $5,724Liabilities 2024: $02024Assets 2025: $17,276Net Assets 2025: $17,2762025

Highlighted filing

2019

Assets$17,646
Liabilities-
Net Assets$17,646
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2019: $48,480Expenses 2019: $35,846Net Income 2019: $12,6342019Revenue 2020: $27,591Expenses 2020: $22,430Net Income 2020: $5,1612020Revenue 2024: $45,036Expenses 2024: $64,865Net Income 2024: -$19,8292024Revenue 2025: $63,859Expenses 2025: $52,058Net Income 2025: $11,8012025

Highlighted filing

2019

Revenue$48,480
Expenses$35,846
Net Income$12,634
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 1, 2020
Return Version
2018v3.3
Gross Receipts
$72,529
Mission and Program Overview

Mission

Is to postiively impact the lives of all children and familes by representing our members and empowering and supporting them with skills in advocacy, leadership and communication.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CONTRIBUTED A 1013 SCHOOL GIFT PLUS VARIOUS OTHER PAYOUTS FOR THE FISCAL YEAR ENDED 6/30/19 TO THE SCHOOL FOR PROGRAMS THAT ARE OTHERWISE NOT FUNDED.-$1,013
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE LINDEMANNPresidentPT$0--
TRINA SHEA1st Vice PresidentPT$0--
STAR BURGOYNE2nd Vice PresidentPT$0--
ABBY MASSEYTreasurerPT$0--
MONIQUE NEWELLSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Lake Arrowhead Elementary Pta
EIN
95-6204995
Phone
9093360387
Address
PO BOX 430, LAKE ARROWHEAD, CA 92352

Signing Officer

Name
Natalie Lindemann
Title
President
Signed
2020-12-01
Discuss with paid preparer
No

Preparer

Firm
Triple Edge Financial Services
Address
PO BOX 2662, LAKE ARROWHEAD, CA 92325
Preparer
Bret Linder
Phone
9093379990
Supplemental Narrative

Additional Explanations

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

“MISCELLANEOUS INCOME 422”

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

“Meals and entertainment 225”

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

“Conferences, conventions, and meetings 2,217”

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

“BANK SERVICE CHARGES 52”

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

“INSURANCE 647”

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

“OFFICE EXPENSE 3,601”

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

“MEMBERSHIP FEES 120”

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

“PROGRAM EXPENSES 27,896”

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

“Round table/sirow expense 25”

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

“TAXES 50”

Form 990-EZ, Part II, Line 24, Other Assets

“PRIOR YEAR ADJUSTMENT Beginning of year 3,338, End of year 5,013”

Raw XML Appendix179 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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IRS990EZ/BooksInCareOfDetail/PhoneNum09092253191
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 430
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE ARROWHEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092352
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01674
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012633
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0425
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012634
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt038562
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01013
IRS990EZ/GrossReceiptsAmt072529
IRS990EZ/GroupExemptionNum00646
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01020
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05012
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017646
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATALIE LINDEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TRINA SHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STAR BURGOYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ABBY MASSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MONIQUE NEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03338
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05013
IRS990EZ/OtherExpensesTotalAmt034833
IRS990EZ/OtherRevenueTotalAmt0422
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IS TO POSTIIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILES BY REPRESENTING OUR MEMBERS AND EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP AND COMMUNICATION.
IRS990EZ/ProgramServiceRevenueAmt032100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION CONTRIBUTED A 1013 SCHOOL GIFT PLUS VARIOUS OTHER PAYOUTS FOR THE FISCAL YEAR ENDED 6/30/19 TO THE SCHOOL FOR PROGRAMS THAT ARE OTHERWISE NOT FUNDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01013
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024049
IRS990EZ/SpecialEventsNetIncomeLossAmt014513
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt035846
IRS990EZ/TotalProgramServiceExpensesAmt01013
IRS990EZ/TotalRevenueAmt048480
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0575
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0240536
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0241111
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt072529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085574
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083008
IRS990ScheduleA/Total509Grp/TotalAmt0241111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt072529
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085574
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083008
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0241111
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 2,217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE CHARGES 52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 647
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE EXPENSE 3,601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP FEES 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAM EXPENSES 27,896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROUND TABLE/SIROW EXPENSE 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAXES 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PRIOR YEAR ADJUSTMENT Beginning of year 3,338, End of year 5,013
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE LINDEMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE ARROWHEAD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0956204995
ReturnHeader/Filer/PhoneNum09093360387
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 430
ReturnHeader/Filer/USAddress/CityNm0LAKE ARROWHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092352
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EF085E5271EE86FE20B6D8D665E9CB9437B80798
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EF085E5271EE86FE20B6D8D665E9CB9437B80798
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.149.96.175
ReturnHeader/FilingSecurityInformation/IPDt02020-12-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm020:36:50
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRIPLE EDGE FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2662
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE ARROWHEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092325
ReturnHeader/PreparerPersonGrp/PhoneNum09093379990
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRET LINDER
ReturnHeader/ReturnTs02020-12-18T01:12:15-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,646
Liabilities
-
Net assets
$17,646
Revenue
$48,480
Expenses
$35,846
Net income
$12,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.3$17.3$63.9$52.1$11.8
2024Summary only. Only limited summary data is available for this year.$5.72$0.00$45.0$64.9$19.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$22.8$27.6$22.4$5.16
2019Detailed filing. Detailed filing data is available for this year.$17.6$17.6$48.5$35.8$12.6