Civic Intelligence

Woodbridge School PTA

990EZ • Fiscal year 2020 • EIN 20-5441276

Jul 01, 2019 to Jun 30, 2020 • Filed on May 04, 2021

Organization ProfileN/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.

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

24th percentile

-16%

Higher net margin than 24% 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

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

61st percentile

-2.7%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,387

Down $1,742 (-21%) from 2019

Net Assets

Down

$6,387

Down $1,742 (-21%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Down

$10,796

Down $296 (-2.7%) from 2019

Expenses

Down

$12,538

Down $1,107 (-8.1%) from 2019

Net Income

Up

-$1,742

Up $811 (+32%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2020

Assets$6,387
Liabilities-
Net Assets$6,387
Open 2020 Filing

Operations Trend

Revenue Growth61st percentile

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

2020

Revenue$10,796
Expenses$12,538
Net Income-$1,742
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 4, 2021
Return Version
2019v5.0
Gross Receipts
$22,589
Mission and Program Overview

Mission

Parent-teacher-association/child advocacy

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$12,538$1,160
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH FOGELBERGTreasurerPT$0--
BETH FOXPresidentPT$0--
KATIE KLOUDAVice PresidentPT$0--
HEATHER GROVESecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ripon Pie Go$8,130$8,130$4,607$3,523
Woodbridge Inn Dinner$6,255$6,255$1,709$4,546
Total Events$14,385$14,385$6,316$8,069
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
Sarah Fogelberg
Title
Treasurer
Signed
2021-05-04
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 $50”

Other Expenses.1012

“Insurance $631”

Other Expenses.1

“School programs & assemblies $8555”

Other Expenses.2

“Teacher/student appreciation $1802”

Other Expenses.3

“BANK FEES $30”

Raw XML Appendix173 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/PersonNm1BETH FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE KLOUDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER GROVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011068
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER-ASSOCIATION/CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012538
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01160
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011793
IRS990EZ/SpecialEventsNetIncomeLossAmt09628
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012538
IRS990EZ/TotalProgramServiceExpensesAmt012538
IRS990EZ/TotalRevenueAmt010796
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01468
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05151
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021420
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0174347
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0179498
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044880
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038994
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041092
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0179498
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06316
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RIPON PIE GO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WOODBRIDGE INN DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014385
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04607
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL PROGRAMS & ASSEMBLIES $8555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER/STUDENT APPRECIATION $1802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $30
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
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH FOGELBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
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/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/ReturnTs02021-05-04T16:28:33-07:00
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
$6,387
Liabilities
-
Net assets
$6,387
Revenue
$10,796
Expenses
$12,538
Net income
-$1,742
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