Civic Intelligence

Stephen Foster Elementary School PTA

EIN 95-6207465 • 501(c)3 • Lakewood, CA

Profile

SUPPORT OF STUDENTS

5223 E Bigelow StLakewood, CA 90712

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

20th percentile

-27%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

20th percentile

-49%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$15,675

Down $15,107 (-49%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$15,675

Down $15,107 (-49%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$56,056

Down $11,564 (-17%) from 2024

Expenses

Up

$71,163

Up $67,880 (+2068%) from 2024

Net Income

Down

-$15,107

Down $79,444 (-123%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2013: $25,095Liabilities 2013: $02013Assets 2014: $11,807Liabilities 2014: $02014Assets 2015: $13,792Liabilities 2015: $02015Assets 2016: $8,539Liabilities 2016: $02016Assets 2017: $17,960Liabilities 2017: $02017Assets 2018: $20,593Liabilities 2018: $02018Assets 2019: $23,856Liabilities 2019: $02019Assets 2020: $10,293Liabilities 2020: $02020Assets 2021: $26,940Net Assets 2021: $26,9402021Assets 2022: $26,940Liabilities 2022: $02022Assets 2023: $28,809Net Assets 2023: $28,8092023Assets 2024: $30,782Net Assets 2024: $30,7822024Assets 2025: $15,675Net Assets 2025: $15,6752025

Highlighted filing

2025

Assets$15,675
Liabilities-
Net Assets$15,675
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $61,695Expenses 2013: $61,798Net Income 2013: -$1032013Revenue 2014: $52,352Expenses 2014: $65,640Net Income 2014: -$13,2882014Revenue 2015: $46,190Expenses 2015: $44,207Net Income 2015: $1,9832015Revenue 2016: $59,683Expenses 2016: $62,576Net Income 2016: -$2,8932016Revenue 2017: $65,801Expenses 2017: $56,380Net Income 2017: $9,4212017Revenue 2018: $66,236Expenses 2018: $63,603Net Income 2018: $2,6332018Revenue 2019: $60,288Expenses 2019: $57,025Net Income 2019: $3,2632019Revenue 2020: $54,530Expenses 2020: $68,093Net Income 2020: -$13,5632020Revenue 2021: $63,391Expenses 2021: $54,192Net Income 2021: $9,1992021Revenue 2022: $63,391Expenses 2022: $54,192Net Income 2022: $9,1992022Revenue 2023: $73,555Expenses 2023: $6,520Net Income 2023: $67,0352023Revenue 2024: $67,620Expenses 2024: $3,283Net Income 2024: $64,3372024Revenue 2025: $56,056Expenses 2025: $71,163Net Income 2025: -$15,1072025

Highlighted filing

2025

Revenue$56,056
Expenses$71,163
Net Income-$15,107
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,675
Liabilities
-
Net assets
$15,675
Revenue
$56,056
Expenses
$71,163
Net income
-$15,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.7$15.7$56.1$71.2$15.1
2024Detailed filing. Detailed filing data is available for this year.$30.8$30.8$67.6$3.28$64.3
2023Detailed filing. Detailed filing data is available for this year.$28.8$28.8$73.6$6.52$67.0
2022Summary only. Only limited summary data is available for this year.$26.9$0.00$63.4$54.2$9.20
2021Detailed filing. Detailed filing data is available for this year.$26.9$26.9$63.4$54.2$9.20
2020Summary only. Only limited summary data is available for this year.$10.3$0.00$54.5$68.1$13.6
2019Summary only. Only limited summary data is available for this year.$23.9$0.00$60.3$57.0$3.26
2018Summary only. Only limited summary data is available for this year.$20.6$0.00$66.2$63.6$2.63
2017Summary only. Only limited summary data is available for this year.$18.0$0.00$65.8$56.4$9.42
2016Summary only. Only limited summary data is available for this year.$8.54$0.00$59.7$62.6$2.89
2015Summary only. Only limited summary data is available for this year.$13.8$0.00$46.2$44.2$1.98
2014Summary only. Only limited summary data is available for this year.$11.8$0.00$52.4$65.6$13.3
2013Summary only. Only limited summary data is available for this year.$25.1$0.00$61.7$61.8$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 1, 2025
Return Version
2024v5.2
Gross Receipts
$74,011
Mission and Program Overview

Mission

SUPPORT OF STUDENTS

Program Services

DescriptionGrantsExpenses
DIRECT BENEFIT TO STUDENTS TO REDUCE OR ELIMINATE FEESFOR YEARBOOKS, STUDENT BODY CARDS, DANCES, MEALS, ETC$0$65,909
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONI WOODSPresidentPT$0--
YVONNE REYESFirst VPPT$0--
AMY BARKERSecond VPPT$0--
JESSALYN VARGASSecretaryPT$0--
MARITZA OZIERTreasurerPT$0--
JESSICA MAGALLONFinancial AdvisorPT$0--
Filing and Contact Details

Filer

Filer Name
Stephen Foster Elementary School Pta
EIN
95-6207465
Phone
7143185009
Address
5223 E BIGELOW ST, LAKEWOOD, CA 90712

Signing Officer

Name
Maritza Ozier
Title
Treasurer
Phone
7143185009
Signed
2025-11-01

Preparer

Firm
Falk Tax Service
Address
9850 Garfield Ave SP 79, Huntington Beach, CA 92646
Preparer
Richard Falk
Phone
7145930828
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Organizational expenses 4781.”

Form 990EZ, Part I, Line 16

“STUDENT WELFARE 65909.”

Form 990EZ, Part I, Line 16

“HON SERV 333.”

Form 990EZ, Part I, Line 16

“DUES 89.”

Form 990EZ, Part I, Line 16

“OTHER 51.”

Raw XML Appendix168 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/PersonNm0TONI WOODS
IRS990EZ/BooksInCareOfDetail/PhoneNum07143185009
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04519 ASHWORTH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090712
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030782
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015675
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08665
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15107
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030782
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015675
IRS990EZ/FundraisingGrossIncomeAmt046319
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt074011
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01087
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030782
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015675
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030782
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015675
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONI WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1YVONNE REYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY BARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSALYN VARGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARITZA OZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JESSICA MAGALLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FINANCIAL ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt071163
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF STUDENTS
IRS990EZ/ProgramServiceRevenueAmt017940
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DIRECT BENEFIT TO STUDENTS TO REDUCE OR ELIMINATE FEESFOR YEARBOOKS, STUDENT BODY CARDS, DANCES, MEALS, ETC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065909
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017955
IRS990EZ/SpecialEventsNetIncomeLossAmt028364
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071163
IRS990EZ/TotalProgramServiceExpensesAmt065909
IRS990EZ/TotalRevenueAmt056056
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt074011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt092022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt097537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt063391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0354479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0354479
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt092022
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063391
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt027518
IRS990ScheduleA/Total509Grp/TotalAmt0354479
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0354479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONAL EXPENSES 4781.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT WELFARE 65909.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HON SERV 333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES 89.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER 51.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARITZA OZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07143185009
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN FOSTER ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0956207465
ReturnHeader/Filer/PhoneNum07143185009
ReturnHeader/Filer/USAddress/AddressLine1Txt05223 E BIGELOW ST
ReturnHeader/Filer/USAddress/CityNm0LAKEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090712
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FALK TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09850 Garfield Ave SP 79
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092646
ReturnHeader/PreparerPersonGrp/PhoneNum07145930828
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD FALK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-14T07:49:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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