Civic Intelligence

PTA Woodrow Wilson Elementary School

990EZ • Fiscal year 2019 • EIN 23-7053159

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 07, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

87th percentile

64%

Faster asset growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$37,583

Up $14,735 (+64%) from 2018

Net Assets

Up

$37,583

Up $14,735 (+64%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$51,487

Up $6,436 (+14%) from 2018

Expenses

Down

$36,752

Down $41,206 (-53%) from 2018

Net Income

Up

$14,735

Up $47,642 (+145%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2019

Assets$37,583
Liabilities-
Net Assets$37,583
Open 2019 Filing

Operations Trend

Revenue Growth67th 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

2019

Revenue$51,487
Expenses$36,752
Net Income$14,735
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 7, 2020
Return Version
2018v3.1
Gross Receipts
$65,580
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.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KACIE BAUZONPresidentPT$0--
JAE BAIKSecretaryPT$0--
TRICIA ONGVice PresidentPT$0--
ERWIN YUTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$43,479$43,479$14,093$29,386
Total Events$43,479$43,479$14,093$29,386
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
2020-10-07
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 $36752”

Raw XML Appendix156 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/BOYAmt022848
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037583
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03316
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014735
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022848
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037583
IRS990EZ/FundraisingGrossIncomeAmt043479
IRS990EZ/GrossReceiptsAmt065580
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04269
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022848
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037583
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022848
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037583
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KACIE BAUZON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAE BAIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRICIA ONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERWIN YU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036752
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE PROGRAMS AND SUPPLIES TO STUDENTS
IRS990EZ/ProgramServiceRevenueAmt014516
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL PROGRAMS FOR THE STUDENTS, AS WELL AS PROVIDING FAMILY EVENTS. OVER 400 STUDENTS BENEFITED.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014093
IRS990EZ/SpecialEventsNetIncomeLossAmt029386
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036752
IRS990EZ/TotalRevenueAmt051487
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015601
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058707
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt075411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077780
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0355442
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0414149
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085256
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt082241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093381
IRS990ScheduleA/Total509Grp/TotalAmt0414149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093381
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0414149
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014093
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043479
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029386
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014093
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Programs $36752
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA NG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-07
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/ReturnTs02020-10-07T14:05:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,583
Liabilities
-
Net assets
$37,583
Revenue
$51,487
Expenses
$36,752
Net income
$14,735
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
2019Detailed filing. Detailed filing data is available for this year.$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