Civic Intelligence

PTA California Congress of Parents Teachers & Students Inc

990EZ • Fiscal year 2020 • EIN 95-6204995

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 23, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

72nd percentile

29%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-43%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$22,807

Up $5,161 (+29%) from 2019

Net Assets

Up

$22,807

Up $5,161 (+29%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$27,591

Down $20,889 (-43%) from 2019

Expenses

Down

$22,430

Down $13,416 (-37%) from 2019

Net Income

Down

$5,161

Down $7,473 (-59%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

2020

Assets$22,807
Liabilities-
Net Assets$22,807
Open 2020 Filing

Operations Trend

Revenue Growth26th percentile

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

2020

Revenue$27,591
Expenses$22,430
Net Income$5,161
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 23, 2021
Return Version
2019v5.1
Gross Receipts
$37,476
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 9040 SCHOOL GIFT PLUS VARIOUS OTHER PAYOUTS FOR THE FISCAL YEAR ENDED 6/30/18 TO THE SCHOOL FOR PROGRAMS THAT ARE OTHERWISE NOT FUNDED.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE LINDEMANNPresidentPT$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
2021-02-23
Discuss with paid preparer
No

Preparer

Firm
Triple Edge Financial Services
Address
PO BOX 2662, LAKE ARROWHEAD, CA 92352
Preparer
Bret Linder
Phone
9093379990
Supplemental Narrative

Additional Explanations

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

“Conferences, conventions, and meetings 362”

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

“BANK SERVICE CHARGES 76”

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

“INSURANCE 232”

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

“OFFICE EXPENSE 119”

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

“MEMBERSHIP FEES 641”

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

“PROGRAM EXPENSES 16,783”

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

“Round table/sirow expense 370”

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

“TAXES 25”

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

“PRIOR YEAR ADJUSTMENT Beginning of year 5,013, End of year 0”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ABBY SAVICH-MASSEY
IRS990EZ/BooksInCareOfDetail/PhoneNum07604851231
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 430
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE ARROWHEAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092352
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012633
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022807
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0671
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05161
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017646
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022807
IRS990EZ/FundraisingGrossIncomeAmt019335
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03822
IRS990EZ/GrossReceiptsAmt037476
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01177
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017646
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022807
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017646
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022807
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATALIE LINDEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05013
IRS990EZ/OtherExpensesTotalAmt018608
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/ProgramServiceRevenueAmt016293
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION CONTRIBUTED A 9040 SCHOOL GIFT PLUS VARIOUS OTHER PAYOUTS FOR THE FISCAL YEAR ENDED 6/30/18 TO THE SCHOOL FOR PROGRAMS THAT ARE OTHERWISE NOT FUNDED.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09885
IRS990EZ/SpecialEventsNetIncomeLossAmt09450
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt022430
IRS990EZ/TotalRevenueAmt027591
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0671
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01246
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036805
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt085474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt082958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0277341
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/PublicSupportTotal509Amt0278587
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt037476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt072529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085574
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083008
IRS990ScheduleA/Total509Grp/TotalAmt0278587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt037476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072529
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085574
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083008
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0278587
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/ExplanationTxt0Conferences, conventions, and meetings 362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK SERVICE CHARGES 76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EXPENSE 119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP FEES 641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM EXPENSES 16,783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROUND TABLE/SIROW EXPENSE 370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRIOR YEAR ADJUSTMENT Beginning of year 5,013, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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 II, Line 24, Other Assets
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE LINDEMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-23
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRIPLE EDGE FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2662
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE ARROWHEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092352
ReturnHeader/PreparerPersonGrp/PhoneNum09093379990
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRET LINDER
ReturnHeader/ReturnTs02021-02-23T02:48:25-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,807
Liabilities
-
Net assets
$22,807
Revenue
$27,591
Expenses
$22,430
Net income
$5,161
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
2020Detailed filing. Detailed filing data is available for this year.$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