Civic Intelligence

Will Rogers Elementary School PTA California Congress of Parents

990EZ • Fiscal year 2022 • EIN 23-7017326

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

2401 14th StreetSanta Monica, CA 90405

(310) 452-2364

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 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

125%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$98,930

Up $24,761 (+33%) from 2021

Net Assets

Up

$98,930

Up $24,761 (+33%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$76,512

Up $42,550 (+125%) from 2021

Expenses

Up

$42,007

Up $4,996 (+13%) from 2021

Net Income

Up

$34,505

Up $37,554 (+1232%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $89,625Net Assets 2014: $89,6252014Assets 2015: $90,871Net Assets 2015: $90,8712015Assets 2016: $125,629Net Assets 2016: $125,6292016Assets 2017: $129,356Net Assets 2017: $129,3562017Assets 2018: $96,145Net Assets 2018: $96,1452018Assets 2019: $85,120Net Assets 2019: $85,1202019Assets 2020: $77,218Net Assets 2020: $77,2182020Assets 2021: $74,169Net Assets 2021: $74,1692021Assets 2022: $98,930Net Assets 2022: $98,9302022Assets 2023: $191,904Net Assets 2023: $191,9042023Assets 2024: $209,322Net Assets 2024: $209,3222024Assets 2025: $210,575Net Assets 2025: $210,5752025

Highlighted filing

2022

Assets$98,930
Liabilities-
Net Assets$98,930

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $124,515Expenses 2014: $175,092Net Income 2014: -$50,5772014Revenue 2015: $123,682Expenses 2015: $122,436Net Income 2015: $1,2462015Revenue 2016: $98,490Expenses 2016: $73,150Net Income 2016: $25,3402016Revenue 2017: $83,730Expenses 2017: $80,003Net Income 2017: $3,7272017Revenue 2018: $47,362Expenses 2018: $80,573Net Income 2018: -$33,2112018Revenue 2019: $73,996Expenses 2019: $85,021Net Income 2019: -$11,0252019Revenue 2020: $52,536Expenses 2020: $60,438Net Income 2020: -$7,9022020Revenue 2021: $33,962Expenses 2021: $37,011Net Income 2021: -$3,0492021Revenue 2022: $76,512Expenses 2022: $42,007Net Income 2022: $34,5052022Revenue 2023: $142,217Expenses 2023: $49,243Net Income 2023: $92,9742023Revenue 2024: $79,894Expenses 2024: $62,476Net Income 2024: $17,4182024Revenue 2025: $79,666Expenses 2025: $78,413Net Income 2025: $1,2532025

Highlighted filing

2022

Revenue$76,512
Expenses$42,007
Net Income$34,505
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$93,400
Mission and Program Overview

Mission

The pta's primary purpose is to encourage parent, teacher and student interaction and to financially support educational activities of the school.

Program Services

DescriptionGrantsExpenses
CLASSROOM SUPPLIES, BOOKS, SOFTWARE, INSRUCTIONAL MATERIALS AND SCHOOL SUPPLIES PROVIDED TO ALL CLASSROOM TEACHERS FOR THE BENEFIT OF ALL STUDENTS.$6,146$39,823
FIELD TRIPS AND ASSEMBLIES FOR ALL STUDENTS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah WahrenbrockPresident-$0--
Jessica LewTreasurer-$0--
Ana EvangelistaVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$46,844$46,844$1,593$45,251
Auction$14,520$14,520$381$14,139
Total Events$79,825$79,825$9,995$69,830
Filing and Contact Details

Filer

Filer Name
Will Rogers Elementary School Pta
EIN
23-7017326
Phone
3104522364
Address
2401 14TH STREET, SANTA MONICA, CA 90405

Signing Officer

Name
Sarah Wahrenbrock
Title
President
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Farzan & Farzan Aac
Address
2001 WILSHIRE BLVD SUITE 270, SANTA MONICA, CA 90403
Preparer
Josh Farzan CPA
Phone
3103940231
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $300

Other Expenses.1

Supplemental Supplies $19377

Other Expenses.2

Foundation Expense $5000

Other Expenses.3

Enrichment $3380

Other Expenses.4

Fifth Grade Expense $2927

Other Expenses.5

Hospitality $1926

Other Expenses.6

Membership Expense $1741

Other Expenses.7

PTA Expenses $1609

Other Expenses.8

Fourth Grade Expense $1435

Other Expenses.9

Operating Expenses $1367

Other Expenses.10

Class Supplies $685

Other Expenses.11

AdvocacyExpense $520

Other Expenses.12

Facilities $517

Other Expenses.13

Communications $358

Other Expenses.14

Staff Appreciation $331

Other Expenses.15

Donations $250

Other Expenses.16

Picnic Expense $159

Other Expenses.17

Kindergarten $69

Other Expenses.18

Committee Expense $56

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplemental Supplies $19377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Foundation Expense $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Enrichment $3380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fifth Grade Expense $2927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality $1926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership Expense $1741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA Expenses $1609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fourth Grade Expense $1435
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11AdvocacyExpense $520
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Donations $250
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILL ROGERS ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALIFORNIA CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0237017326
ReturnHeader/Filer/PhoneNum03104522364
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA MONICA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090403
ReturnHeader/PreparerPersonGrp/PhoneNum03103940231
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSH FARZAN CPA
ReturnHeader/ReturnTs02022-11-15T17:33:22-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sarah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wahrenbrock
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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