Civic Intelligence

PTA Woodrow Wilson Elementary School

990EZ • Fiscal year 2018 • EIN 23-7053159

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 10, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-54%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

40th percentile

-5.1%

Faster revenue growth than 40% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,848

Down $27,041 (-54%) from 2017

Net Assets

Down

$22,848

Down $27,041 (-54%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$45,051

Down $2,399 (-5.1%) from 2017

Expenses

Up

$77,958

Up $45,708 (+142%) from 2017

Net Income

Down

-$32,907

Down $48,107 (-316%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2018

Assets$22,848
Liabilities-
Net Assets$22,848
Open 2018 Filing

Operations Trend

Revenue Growth40th 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

2018

Revenue$45,051
Expenses$77,958
Net Income-$32,907
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 10, 2019
Return Version
2017v2.2
Gross Receipts
$85,256
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.$68,957-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA GUILLERMOPresidentPT$0--
KACIE BAUZONSecretary-$0--
CONNIE LAMVice PresidentPT$0--
JESSICA NGTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$69,152$69,152$40,205$28,947
Total Events$69,152$69,152$40,205$28,947
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
Jessica Ng
Title
Treasurer
Signed
2019-01-10
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 $68957”

Other Expenses.2

“Administractive Expense $7179”

Raw XML Appendix162 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/BOYAmt049889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022848
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-32907
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049889
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022848
IRS990EZ/FundraisingGrossIncomeAmt069152
IRS990EZ/GrossReceiptsAmt085256
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03845
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049889
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022848
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049889
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022848
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/PersonNm0CHRISTINA GUILLERMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KACIE BAUZON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CONNIE LAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA NG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt05866
IRS990EZ/OtherExpensesTotalAmt076136
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE PROGRAMS AND SUPPLIES TO STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt01822
IRS990EZ/ProgramServiceRevenueAmt06259
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL PROGRAMS FOR THE STUDENTS, AS WELL AS PROVIDING FAMILY EVENTS. OVER 400 STUDENTS BENEFITED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt068957
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040205
IRS990EZ/SpecialEventsNetIncomeLossAmt028947
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077958
IRS990EZ/TotalProgramServiceExpensesAmt068957
IRS990EZ/TotalRevenueAmt045051
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057144
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt075524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt068732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt077780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0387666
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt0444810
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt085256
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096241
IRS990ScheduleA/Total509Grp/TotalAmt0444810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt085256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0444810
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040205
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069152
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069152
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028947
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040205
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Programs $68957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administractive Expense $7179
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA NG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-10
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/PreparerFirmEIN0204333099
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/ReturnTs02019-01-10T15:45:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,848
Liabilities
-
Net assets
$22,848
Revenue
$45,051
Expenses
$77,958
Net income
-$32,907
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