Civic Intelligence

PTA Woodrow Wilson Elementary School

990EZ • Fiscal year 2017 • EIN 23-7053159

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileN/A
8317 Sheffield RdSan Gabriel, CA 91775

(626) 287-0497

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$49,889

Up $15,200 (+44%) from 2016

Net Assets

Up

$49,889

Up $15,200 (+44%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$47,450

Up $8,082 (+21%) from 2016

Expenses

Down

$32,250

Down $6,840 (-17%) from 2016

Net Income

Up

$15,200

Up $14,922 (+5368%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$150K$100K$50K$0Assets 2014: $17,430Net Assets 2014: $17,4302014Assets 2015: $34,411Net Assets 2015: $34,4112015Assets 2016: $34,689Net Assets 2016: $34,6892016Assets 2017: $49,889Net Assets 2017: $49,8892017Assets 2018: $22,848Net Assets 2018: $22,8482018Assets 2019: $37,583Net Assets 2019: $37,5832019Assets 2020: $47,187Net Assets 2020: $47,1872020Assets 2021: $48,735Net Assets 2021: $48,7352021Assets 2022: $51,385Net Assets 2022: $51,3852022Assets 2023: $98,297Net Assets 2023: $98,2972023Assets 2024: $109,989Net Assets 2024: $109,9892024Assets 2025: $84,930Net Assets 2025: $84,9302025

Highlighted filing

2017

Assets$49,889
Liabilities-
Net Assets$49,889
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

$100K$50K$0-$50KRevenue 2014: $47,898Expenses 2014: $71,362Net Income 2014: -$23,4642014Revenue 2015: $50,735Expenses 2015: $33,754Net Income 2015: $16,9812015Revenue 2016: $39,368Expenses 2016: $39,090Net Income 2016: $2782016Revenue 2017: $47,450Expenses 2017: $32,250Net Income 2017: $15,2002017Revenue 2018: $45,051Expenses 2018: $77,958Net Income 2018: -$32,9072018Revenue 2019: $51,487Expenses 2019: $36,752Net Income 2019: $14,7352019Revenue 2020: $39,236Expenses 2020: $29,632Net Income 2020: $9,6042020Revenue 2021: $7,872Expenses 2021: $6,324Net Income 2021: $1,5482021Revenue 2022: $16,931Expenses 2022: $11,536Net Income 2022: $5,3952022Revenue 2023: $66,551Expenses 2023: $19,639Net Income 2023: $46,9122023Revenue 2024: $56,863Expenses 2024: $45,171Net Income 2024: $11,6922024Revenue 2025: $72,061Expenses 2025: $97,120Net Income 2025: -$25,0592025

Highlighted filing

2017

Revenue$47,450
Expenses$32,250
Net Income$15,200
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$87,691
Mission and Program Overview

Mission

To provide programs and supplies to students

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL PROGRAMS FOR THE STUDENTS, AS WELL AS PROVIDING FAMILY EVENTS. OVER 400 STUDENTS BENEFITED.$30,092-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kara DizonPresidentPT$0--
KIM HUASecretary-$0--
Rebecca DuguidVice PresidentPT$0--
LINDA WONGTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$69,305$69,305$40,241$29,064
Total Events$69,305$69,305$40,241$29,064
Filing and Contact Details

Filer

Filer Name
Woodrow Wilson Elementary School Pta
EIN
23-7053159
Phone
6262870497
Address
8317 SHEFFIELD RD, SAN GABRIEL, CA 91775

Signing Officer

Name
Jae Baik
Title
Treasurer
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Jesse Slater CPA
Address
1801 Parkcourt Place E200, Santa Ana, CA 92701-5026
Preparer
Jesse Slater CPA
Phone
7145433985
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Programs $30092”

Other Expenses.2

“Membership Due Council $1215”

Other Expenses.3

“Administractive Expense $942”

Other Expenses.4

“Bank Fees $1”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Woodrow Wilson PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum06262870497
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08317 Sheffield Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Gabriel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091175
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034689
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049889
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05778
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034689
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049889
IRS990EZ/FundraisingGrossIncomeAmt069305
IRS990EZ/GrossReceiptsAmt087691
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06389
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034689
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049889
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034689
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049889
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kara Dizon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM HUA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rebecca Duguid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032250
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE PROGRAMS AND SUPPLIES TO STUDENTS
IRS990EZ/ProgramServiceRevenueAmt06219
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL PROGRAMS FOR THE STUDENTS, AS WELL AS PROVIDING FAMILY EVENTS. OVER 400 STUDENTS BENEFITED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030092
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040241
IRS990EZ/SpecialEventsNetIncomeLossAmt029064
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032250
IRS990EZ/TotalProgramServiceExpensesAmt030092
IRS990EZ/TotalRevenueAmt047450
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt055031
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt077780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt090219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt085499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0397754
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0462
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0462
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt0452785
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093231
IRS990ScheduleA/Total509Grp/TotalAmt0452785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt093381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt096241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093693
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0453247
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069305
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029064
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040241
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Programs $30092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership Due Council $1215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administractive Expense $942
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAE BAIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOODROW WILSON ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTA
ReturnHeader/Filer/EIN0237053159
ReturnHeader/Filer/PhoneNum06262870497
ReturnHeader/Filer/USAddress/AddressLine1Txt08317 SHEFFIELD RD
ReturnHeader/Filer/USAddress/CityNm0SAN GABRIEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jesse Slater CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 Parkcourt Place E200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Ana
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927015026
ReturnHeader/PreparerPersonGrp/PhoneNum07145433985
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jesse Slater CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-14T16:26:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,889
Liabilities
-
Net assets
$49,889
Revenue
$47,450
Expenses
$32,250
Net income
$15,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.72$0.97$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$1.10$0.57$0.45$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.98$0.67$0.20$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.51$0.17$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.08$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.39$0.30$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$0.51$0.37$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.45$0.78$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.47$0.32$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.39$0.39$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.51$0.34$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.48$0.71$0.23