Civic Intelligence

Woodbridge School PTA

990EZ • Fiscal year 2014 • EIN 20-5441276

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 06, 2014

1290 Lilac Street95242

(209) 331-8160

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

53rd percentile

4.4%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$7,395

Up $700 (+10%) from 2013

Net Assets

Up

$7,395

Up $700 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$15,795

Up $1,773 (+13%) from 2013

Expenses

Up

$15,095

Up $4,078 (+37%) from 2013

Net Income

Down

$700

Down $2,305 (-77%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$7,395
Liabilities$0
Net Assets$7,395

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$15,795
Expenses$15,095
Net Income$700
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 6, 2014
Return Version
2013v3.0
Gross Receipts
$48,394
Mission and Program Overview

Mission

Parent-teacher-association/child advocacy

Parent-teacher- association/child advocacy

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$6,059$15,095
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI GONZALEZPresidentPT$0--
JENNIFER WESTVice PresidentPT$0--
REBECCA HALLSecretaryPT$0--
AMY REICHTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$19,890$19,890$10,227$9,663
Event 2$6,873$6,873$4,370$2,503
Total Events$48,061$48,061$32,599$15,462
Filing and Contact Details

Filer

EIN
20-5441276
Phone
2093318160

Signing Officer

Name
Amy Reich
Title
Current Year Treasurer
Phone
2093318160
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
Kathleen Solari
Phone
2099573691
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: classroom supplies. Grantee name: woodbridge school. Grantee address: 1290 lilac street lodi, ca 95242. Grantee relationship: school. Amount given: 1,234.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: field study trips. Grantee name: woodbridge school. Grantee address: 1290 lilac street lodi, ca 95242. Grantee relationship: school. Amount given: 3,825.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: computer lab. Grantee name: woodbridge school. Grantee address: 1290 lilac street lodi, ca 95242. Grantee relationship: school. Amount given: 1,000. Total included on form 990-ez, line 10: 6,059.

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

Description: teacher/student appreciation. Amount: 1,218. Description: school programs & assemblies. Amount: 7,010. Description: office expense. Amount: 306. Description: insurance expense/council fees. Amount: 252. Total to form 990-ez, line 16: 8,786.

Raw XML Appendix181 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY REICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER- ASSOCIATION/CHILD ADVOCACY
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06059
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015095
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt032599
IRS990EZ/SpecialEventsNetIncomeLossAmt015462
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SEE'S CANDY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CLASSROOM SUPPLIES. GRANTEE NAME: WOODBRIDGE SCHOOL. GRANTEE ADDRESS: 1290 LILAC STREET LODI, CA 95242. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 1,234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: FIELD STUDY TRIPS. GRANTEE NAME: WOODBRIDGE SCHOOL. GRANTEE ADDRESS: 1290 LILAC STREET LODI, CA 95242. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 3,825.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: COMPUTER LAB. GRANTEE NAME: WOODBRIDGE SCHOOL. GRANTEE ADDRESS: 1290 LILAC STREET LODI, CA 95242. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,059.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: TEACHER/STUDENT APPRECIATION. AMOUNT: 1,218. DESCRIPTION: SCHOOL PROGRAMS & ASSEMBLIES. AMOUNT: 7,010. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 306. DESCRIPTION: INSURANCE EXPENSE/COUNCIL FEES. AMOUNT: 252. TOTAL TO FORM 990-EZ, LINE 16: 8,786.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY REICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT YEAR TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02093318160
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10WOODBRIDGE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0205441276
ReturnHeader/Filer/PhoneNum02093318160
ReturnHeader/Filer/USAddress/AddressLine101290 LILAC STREET
ReturnHeader/Filer/USAddress/City0LODI
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942517281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10IACOPI LENZ & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103031 W MARCH LANE SUITE 300E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099573691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN SOLARI
ReturnHeader/ReturnTs02014-11-17T13:22:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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