Civic Intelligence

Woodbridge School PTA

EIN 20-5441276 • 501(c)3 • Lodi, CA

Profile

Parent-teacher-association/child advocacy

1290 Lilac StreetLodi, CA 95242

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

8th percentile

-145%

Higher net margin than 8% of similar nonprofits.

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

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.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-22%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

12th percentile

-67%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,668

Down $3,599 (-22%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$12,668

Down $3,599 (-22%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$2,489

Down $5,151 (-67%) from 2024

Expenses

Down

$6,088

Down $1,097 (-15%) from 2024

Net Income

Down

-$3,599

Down $4,054 (-891%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $7,578Liabilities 2011: $0Net Assets 2011: $7,5782011Assets 2012: $3,690Liabilities 2012: $0Net Assets 2012: $3,6902012Assets 2013: $6,695Liabilities 2013: $0Net Assets 2013: $6,6952013Assets 2014: $7,395Liabilities 2014: $0Net Assets 2014: $7,3952014Assets 2015: $7,252Liabilities 2015: $0Net Assets 2015: $7,2522015Assets 2016: $8,182Liabilities 2016: $0Net Assets 2016: $8,1822016Assets 2017: $7,065Liabilities 2017: $0Net Assets 2017: $7,0652017Assets 2018: $10,682Net Assets 2018: $10,6822018Assets 2019: $8,129Net Assets 2019: $8,1292019Assets 2020: $6,387Net Assets 2020: $6,3872020Assets 2023: $15,812Net Assets 2023: $15,8122023Assets 2024: $16,267Net Assets 2024: $16,2672024Assets 2025: $12,668Net Assets 2025: $12,6682025

Highlighted filing

2025

Assets$12,668
Liabilities-
Net Assets$12,668
Open 2025 Filing

Operations Trend

Revenue Growth12th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $11,437Expenses 2011: $17,542Net Income 2011: -$6,1052011Revenue 2012: $14,102Expenses 2012: $17,990Net Income 2012: -$3,8882012Revenue 2013: $14,022Expenses 2013: $11,017Net Income 2013: $3,0052013Revenue 2014: $15,795Expenses 2014: $15,095Net Income 2014: $7002014Revenue 2015: $22,115Expenses 2015: $22,258Net Income 2015: -$1432015Revenue 2016: $16,681Expenses 2016: $15,751Net Income 2016: $9302016Revenue 2017: $20,399Expenses 2017: $21,516Net Income 2017: -$1,1172017Revenue 2018: $24,393Expenses 2018: $20,776Net Income 2018: $3,6172018Revenue 2019: $11,092Expenses 2019: $13,645Net Income 2019: -$2,5532019Revenue 2020: $10,796Expenses 2020: $12,538Net Income 2020: -$1,7422020Revenue 2023: $11,251Expenses 2023: $4,094Net Income 2023: $7,1572023Revenue 2024: $7,640Expenses 2024: $7,185Net Income 2024: $4552024Revenue 2025: $2,489Expenses 2025: $6,088Net Income 2025: -$3,5992025

Highlighted filing

2025

Revenue$2,489
Expenses$6,088
Net Income-$3,599
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$12,668
Liabilities
-
Net assets
$12,668
Revenue
$2,489
Expenses
$6,088
Net income
-$3,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.7$12.7$2.49$6.09$3.60
2024Detailed filing. Detailed filing data is available for this year.$16.3$16.3$7.64$7.19$0.46
2023Detailed filing. Detailed filing data is available for this year.$15.8$15.8$11.3$4.09$7.16
2020Detailed filing. Detailed filing data is available for this year.$6.39$6.39$10.8$12.5$1.74
2019Detailed filing. Detailed filing data is available for this year.$8.13$8.13$11.1$13.6$2.55
2018Detailed filing. Detailed filing data is available for this year.$10.7$10.7$24.4$20.8$3.62
2017Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$20.4$21.5$1.12
2016Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$16.7$15.8$0.93
2015Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$22.1$22.3$0.14
2014Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$15.8$15.1$0.70
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$0.00$6.70$14.0$11.0$3.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.00$3.69$14.1$18.0$3.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.58$0.00$7.58$11.4$17.5$6.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$28,778
Mission and Program Overview

Mission

Parent-teacher-association/child advocacy

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION-$6,088
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NAZMA KHANTreasurerPT$0--
SARAH FOGELBERGPresidentPT$0--
LORENA RUIZVice President-$0--
KARA BUSTAMANTESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
IN 'N' OUT$9,405$9,405$8,200$1,205
Colorrun$7,225$7,225$248$6,977
Total Events$16,630$16,630$8,448$8,182
Filing and Contact Details

Filer

Filer Name
Woodbridge School Pta
EIN
20-5441276
Phone
2093318160
Address
1290 LILAC STREET, LODI, CA 95242

Signing Officer

Name
Nazma Khan
Title
Treasurer
Signed
2025-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Giannini Lantsberger & Adamson
Address
3461 Brookside Road Suite E, Stockton, CA 95219
Preparer
Nikolas Torres
Phone
2094741084
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2227”

Other Expenses.1012

“Insurance $318”

Other Expenses.1

“SUPPLIES $2294”

Other Expenses.2

“Teacher/student appreciation $607”

Other Expenses.3

“MEMBERSHIPS $409”

Other Expenses.4

“PTA DUES $233”

Raw XML Appendix163 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/PhoneNum02093318160
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016267
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012668
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3599
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016267
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IRS990EZ/FundraisingGrossIncomeAmt028778
IRS990EZ/GrossReceiptsAmt028778
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016267
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012668
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016267
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012668
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NAZMA KHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARAH FOGELBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORENA RUIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KARA BUSTAMANTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER-ASSOCIATION/CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06088
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026289
IRS990EZ/SpecialEventsNetIncomeLossAmt02489
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06088
IRS990EZ/TotalProgramServiceExpensesAmt06088
IRS990EZ/TotalRevenueAmt02489
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0986
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028778
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0139062
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0140048
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039333
IRS990ScheduleA/Total509Grp/TotalAmt0140048
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039333
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0140048
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08448
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0IN 'N' OUT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COLORRUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016630
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016630
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08182
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08448
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08200
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $2294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER/STUDENT APPRECIATION $607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIPS $409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA DUES $233
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NAZMA KHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOODBRIDGE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0205441276
ReturnHeader/Filer/PhoneNum02093318160
ReturnHeader/Filer/USAddress/AddressLine1Txt01290 LILAC STREET
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095242
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680290029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schwartz Giannini Lantsberger & Adamson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03461 Brookside Road Suite E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094741084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nikolas Torres
ReturnHeader/ReturnTs02025-08-13T08:12:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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