Civic Intelligence

PTA Woodrow Wilson Elementary School

990EZ • Fiscal year 2020 • EIN 23-7053159

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 22, 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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

74th percentile

24%

Higher net margin than 74% 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

70th percentile

26%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

41st percentile

-24%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$47,187

Up $9,604 (+26%) from 2019

Net Assets

Up

$47,187

Up $9,604 (+26%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Down

$39,236

Down $12,251 (-24%) from 2019

Expenses

Down

$29,632

Down $7,120 (-19%) from 2019

Net Income

Down

$9,604

Down $5,131 (-35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2020

Assets$47,187
Liabilities-
Net Assets$47,187
Open 2020 Filing

Operations Trend

Revenue Growth41st 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

2020

Revenue$39,236
Expenses$29,632
Net Income$9,604
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 22, 2020
Return Version
2019v5.0
Gross Receipts
$51,956
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.$29,632-
Compensation and Service Providers
Top Officer Pay76th 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$28,129$28,129$12,720$15,409
Total Events$28,129$28,129$12,720$15,409
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
Erwin Yu
Title
Treasurer
Signed
2020-12-22
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“Programs $29632”

Raw XML Appendix159 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/BOYAmt037583
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04072
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09604
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037583
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047187
IRS990EZ/FundraisingGrossIncomeAmt028129
IRS990EZ/GrossReceiptsAmt051956
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05385
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037583
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037583
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047187
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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029632
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE PROGRAMS AND SUPPLIES TO STUDENTS
IRS990EZ/ProgramServiceRevenueAmt014370
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL PROGRAMS FOR THE STUDENTS, AS WELL AS PROVIDING FAMILY EVENTS. OVER 400 STUDENTS BENEFITED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029632
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012720
IRS990EZ/SpecialEventsNetIncomeLossAmt015409
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029632
IRS990EZ/TotalProgramServiceExpensesAmt029632
IRS990EZ/TotalRevenueAmt039236
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt052563
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt075524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0320161
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0372724
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085256
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082241
IRS990ScheduleA/Total509Grp/TotalAmt0372724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085256
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt082241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0372724
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012720
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028129
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028129
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015409
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012720
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Programs $29632
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERWIN YU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-22
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/ZIPCd092701
ReturnHeader/PreparerPersonGrp/PhoneNum07145433985
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jesse Slater CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-12-22T11:24:13-08:00
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
$47,187
Liabilities
-
Net assets
$47,187
Revenue
$39,236
Expenses
$29,632
Net income
$9,604
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