Woodbridge School PTA

990EZ • Fiscal year 2015 • EIN 20-5441276

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

Organization Profile N/A

1290 Lilac StreetLodi, CA 95242

(209) 331-8160

Siviq Scores

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

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

-0.6%

Higher net margin than 39% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

-1.9%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

40%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$7,252

Down $143 (-1.9%) from 2014

Net Assets

Down

$7,252

Down $143 (-1.9%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin39th percentile

Revenue

$22,115

Up $6,320 (+40%) from 2014

Expenses

$22,258

Up $7,163 (+47%) from 2014

Net Income

Down

-$143

Down $843 (-120%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

Highlighted filing

2015

Assets$7,252

Liabilities$0

Net Assets$7,252

Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

Highlighted filing

2015

Revenue$22,115

Expenses$22,258

Net Income-$143

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2014 to Jun 30, 2015
Signed: Nov 4, 2015
Return Version: 2014v5.0
Gross Receipts: $47,378

Mission and Program Overview

Mission

Parent-teacher-association/child advocacy

Parent-teacher- association/child advocacy

Program Services

Description	Grants	Expenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION	$5,456	$22,258

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LORI GONZALEZ	President	PT	$0	-	-
JENNIFER WEST	Vice President	PT	$0	-	-
REBECCA HALL	Secretary	PT	$0	-	-
AMY REICH	Treasurer	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Fall Cookie Dough Sale	$21,210	$21,210	$12,682	$8,528
SEE'S CANDY	$7,041	$7,041	$5,032	$2,009
Total Events	$47,127	$47,127	$25,263	$21,864

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: Amy Reich
Title: Current Year Treasurer
Phone: 2093318160
Signed: 2015-11-04
Discuss with paid preparer: Yes

Preparer

Firm: Iacopi Lenz & Company
Address: 3031 W MARCH LANE SUITE 300E, STOCKTON, CA 95219
Preparer: Kathleen Solari
Phone: 2099573691

Supplemental Narrative

Additional Explanations

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: 5,456.”

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

“Description: teacher/student appreciation. Amount: 1,147. Description: school programs & assemblies. Amount: 14,679. Description: office expense. Amount: 212. Description: insurance expense/council fees. Amount: 209. Description: bank fees. Amount: 35. Description: awards. Amount: 80. Description: communication/newsletter. Amount: 45. Description: district dues. Amount: 95. Total to form 990-ez, line 16: 16,502.”

Raw XML Appendix177 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/BooksInCareOfDetail/USAddress/CityNm	0	LODI
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	95242
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IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
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IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	7395
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	7395
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	7252
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LORI GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JENNIFER WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	REBECCA HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	AMY REICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	16502
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	PARENT-TEACHER- ASSOCIATION/CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	5456
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	22258
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	25263
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	21864
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	22258
IRS990EZ/TotalProgramServiceExpensesAmt	0	22258
IRS990EZ/TotalRevenueAmt	0	22115
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	112
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	56
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	1222
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	1974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	47127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	48061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	40600
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	35845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	37295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	208928
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	210902
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	47378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	48394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	40712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	35901
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	38517
IRS990ScheduleA/Total509Grp/TotalAmt	0	210902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	47378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	48394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	40712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	35901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	38517
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	210902
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	25263
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	FALL COOKIE DOUGH SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	SEE'S CANDY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	21210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	7041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	18876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	47127
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	21210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	7041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	18876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	47127
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	21864
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	7549
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	25263
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	12682
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	5032
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	ACTIVITY CLASSIFICATION: FIELD STUDY TRIPS. GRANTEE NAME: WOODBRIDGE SCHOOL. GRANTEE ADDRESS: 1290 LILAC STREET LODI, CA 95242. GRANTEE RELATIONSHIP: SCHOOL. AMOUNT GIVEN: 5,456.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: TEACHER/STUDENT APPRECIATION. AMOUNT: 1,147. DESCRIPTION: SCHOOL PROGRAMS & ASSEMBLIES. AMOUNT: 14,679. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 212. DESCRIPTION: INSURANCE EXPENSE/COUNCIL FEES. AMOUNT: 209. DESCRIPTION: BANK FEES. AMOUNT: 35. DESCRIPTION: AWARDS. AMOUNT: 80. DESCRIPTION: COMMUNICATION/NEWSLETTER. AMOUNT: 45. DESCRIPTION: DISTRICT DUES. AMOUNT: 95. TOTAL TO FORM 990-EZ, LINE 16: 16,502.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE 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/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	AMY REICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CURRENT YEAR TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2093318160
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WOODBRIDGE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAC
ReturnHeader/Filer/EIN	0	205441276
ReturnHeader/Filer/PhoneNum	0	2093318160
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1290 LILAC STREET
ReturnHeader/Filer/USAddress/CityNm	0	LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	95242
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	942517281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	IACOPI LENZ & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3031 W MARCH LANE SUITE 300E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	95219
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2099573691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KATHLEEN SOLARI
ReturnHeader/ReturnTs	0	2015-11-12T17:51:17-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-07-01
ReturnHeader/TaxPeriodEndDt	0	2015-06-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $7,252
Liabilities: $0
Net assets: $7,252
Revenue: $22,115
Expenses: $22,258
Net income: -$143

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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