Civic Intelligence

Woodbury Elementary School PTA

990EZ • Fiscal year 2013 • EIN 23-7184689

Jul 01, 2012 to Jun 30, 2013 • Filed on May 13, 2014

125 Great Lawn92620-3832
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

9th percentile

-47%

Faster asset growth than 9% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$30,455

Down $27,270 (-47%) from 2012

Net Assets

Down

$30,455

Down $27,270 (-47%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$135,436

Up $24,787 (+22%) from 2012

Expenses

Up

$162,706

Up $60,707 (+60%) from 2012

Net Income

Down

-$27,270

Down $35,920 (-415%) from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $49,075Liabilities 2011: $0Net Assets 2011: $49,0752011Assets 2012: $57,725Liabilities 2012: $0Net Assets 2012: $57,7252012Assets 2013: $30,455Liabilities 2013: $0Net Assets 2013: $30,4552013Assets 2014: $45,751Liabilities 2014: $0Net Assets 2014: $45,7512014Assets 2015: $37,445Liabilities 2015: $0Net Assets 2015: $37,4452015Assets 2016: $35,589Liabilities 2016: $0Net Assets 2016: $35,5892016Assets 2017: $26,880Liabilities 2017: $0Net Assets 2017: $26,8802017Assets 2018: $32,577Liabilities 2018: $0Net Assets 2018: $32,5772018Assets 2019: $51,282Liabilities 2019: $0Net Assets 2019: $51,2822019Assets 2020: $65,104Liabilities 2020: $0Net Assets 2020: $65,1042020Assets 2021: $83,736Liabilities 2021: $0Net Assets 2021: $83,7362021Assets 2022: $97,912Liabilities 2022: $0Net Assets 2022: $97,9122022Assets 2023: $111,799Liabilities 2023: $0Net Assets 2023: $111,7992023Assets 2024: $100,532Liabilities 2024: $0Net Assets 2024: $100,5322024Assets 2025: $108,274Liabilities 2025: $0Net Assets 2025: $108,2742025

Highlighted filing

2013

Assets$30,455
Liabilities$0
Net Assets$30,455

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $68,912Expenses 2011: $54,783Net Income 2011: $14,1292011Revenue 2012: $110,649Expenses 2012: $101,999Net Income 2012: $8,6502012Revenue 2013: $135,436Expenses 2013: $162,706Net Income 2013: -$27,2702013Revenue 2014: $149,303Expenses 2014: $134,007Net Income 2014: $15,2962014Revenue 2015: $146,597Expenses 2015: $154,903Net Income 2015: -$8,3062015Revenue 2016: $150,573Expenses 2016: $152,429Net Income 2016: -$1,8562016Revenue 2017: $155,520Expenses 2017: $164,229Net Income 2017: -$8,7092017Revenue 2018: $176,856Expenses 2018: $171,159Net Income 2018: $5,6972018Revenue 2019: $175,353Expenses 2019: $156,648Net Income 2019: $18,7052019Revenue 2020: $159,610Expenses 2020: $145,788Net Income 2020: $13,8222020Revenue 2021: $73,040Expenses 2021: $54,408Net Income 2021: $18,6322021Revenue 2022: $183,616Expenses 2022: $169,440Net Income 2022: $14,1762022Revenue 2023: $230,106Expenses 2023: $216,219Net Income 2023: $13,8872023Revenue 2024: $241,129Expenses 2024: $252,396Net Income 2024: -$11,2672024Revenue 2025: $237,161Expenses 2025: $229,419Net Income 2025: $7,7422025

Highlighted filing

2013

Revenue$135,436
Expenses$162,706
Net Income-$27,270
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 13, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

To enhance children's edcational experience.

Filing and Contact Details

Filer

EIN
23-7184689
Raw XML Appendix248 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.

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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Phoebe Lo-Wang
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Dru Desai
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Lisa Hu Chen
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Aimee Lundbeck
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Marissa Ruminson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Mernie Empalmado
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Brandi Black
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Jennifer Mann
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8MaryAnne Wendt
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9Benjamin Medvitz
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10Bonnie Barlos
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11 Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title22 Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title33 Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Historian
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Parliamentarian
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8Financial Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9Auditor
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title104th Vice-President
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal073112
IRS990EZ/OtherRevenueTotal07
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0To enhance children's edcational experience.
IRS990EZ/PrintingPublicationsPostage01114
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0To provide classroom support
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1To create various programs for students and their families
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2To provide teachers with materials and supplies for the classrooms
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations130134
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IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses135166
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses20
IRS990EZ/ProgramServiceRevenue050603
IRS990EZ/ProhibitedTaxShelterTrans00
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IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
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IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
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IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10125 Great Lawn
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Irvine
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0926203832
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10The Organization
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09499365750
IRS990EZ/TotalAssets/BOY057725
IRS990EZ/TotalAssets/EOY030455
IRS990EZ/TotalExpenses0162706
IRS990EZ/TotalProgramServiceExpenses046570
IRS990EZ/TotalRevenue0135436
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0www.iusd.org/wo/pta.html
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear043643
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IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years036330
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years02667
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years02120
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0118617
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear035685
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IRS990ScheduleA/PriorYearSupportPercentage01.00000
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IRS990ScheduleA/PublicSupportTotal5090504028
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IRS990ScheduleO/GeneralExplanation/Explanation0Description: Interest. Amount: 7.
IRS990ScheduleO/GeneralExplanation/Explanation1Activity Classification: Music education. Grantee Name: Irvine Public Schools Foundation. Grantee Address: 1 Post, Suite 250 Irvine, CA 92618. Grantee Relationship: Irvine school foundation. Property Description: cash. Date of Gift: 03/11/13. Amount Given: 6,000.
IRS990ScheduleO/GeneralExplanation/Explanation2Activity Classification: Health education. Grantee Name: Irvine Public Schools Foundation. Grantee Address: 1 Post, Suite 250 Irvine, CA 92618. Grantee Relationship: Irvine school foundation. Property Description: cash. Date of Gift: 04/30/13. Amount Given: 500.
IRS990ScheduleO/GeneralExplanation/Explanation3Activity Classification: Art education. Grantee Name: Woodbury Elementary School. Grantee Address: 125 Great Lawn Irvine, CA 92620. Grantee Relationship: School. Property Description: cash. Date of Gift: 04/30/13. Amount Given: 2,000.
IRS990ScheduleO/GeneralExplanation/Explanation4Activity Classification: Health clerk. Grantee Name: Woodbury Elementary School. Grantee Address: 125 Great Lawn Irvine, CA 92620. Grantee Relationship: School. Property Description: cash. Date of Gift: 10/22/12. Amount Given: 2,734.
IRS990ScheduleO/GeneralExplanation/Explanation5Activity Classification: Fitness program. Grantee Name: Woodbury Elementary School. Grantee Address: 125 Great Lawn Irvine, CA 92620. Grantee Relationship: School. Property Description: cash. Date of Gift: 10/22/12. Amount Given: 18,900.
IRS990ScheduleO/GeneralExplanation/Explanation6Activity Classification: Technology. Grantee Name: Woodbury Elementary School. Grantee Address: 125 Great Lawn Irvine, CA 92620. Grantee Relationship: School. Property Description: cash. Date of Gift: 10/29/12. Amount Given: 36,695.
IRS990ScheduleO/GeneralExplanation/Explanation7Activity Classification: School educational tools. Grantee Name: Woodbury Elementary School. Grantee Address: 125 Great Lawn Irvine, CA 92620. Grantee Relationship: School. Property Description: cash. Date of Gift: 05/31/13. Amount Given: 18,535. Total included on Form 990-EZ, line 10: 85,364.
IRS990ScheduleO/GeneralExplanation/Explanation8Description: Bank fees. Amount: 12. Description: Merchandise . Amount: 2,804. Description: Insurance. Amount: 199. Description: Supplies. Amount: 1,485. Description: Teacher appreciation week. Amount: 1,263. Description: Meetings. Amount: 675. Description: Art supplies. Amount: 373. Description: Assemblies. Amount: 13,453. Description: Lunchtime activites. Amount: 4,440. Description: Drug awareness programs. Amount: 132. Description: Educational programs. Amount: 35,375. Description: Classroom support. Amount: 11,405. Description: Educational parent/child programs. Amount: 1,031. Description: Classroom supplies. Amount: 300. Description: School equipment. Amount: 165. Total to Form 990-EZ, line 16: 73,112.
IRS990ScheduleO/GeneralExplanation/Identifier0Other Revenue
IRS990ScheduleO/GeneralExplanation/Identifier1Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier2Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier3Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier4Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier5Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier6Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier7Grants and Similar Amounts Paid
IRS990ScheduleO/GeneralExplanation/Identifier8Other Expenses
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference6Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference7Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference8Form 990-EZ, Part I, Line 16
TransferPrsnlBnftContractsDecl/Declaration0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0237184689
ReturnHeader/Filer/Name/BusinessNameLine10Woodbury Elementary School PTA
ReturnHeader/Filer/NameControl0WOOD
ReturnHeader/Filer/Phone09499365750
ReturnHeader/Filer/USAddress/AddressLine10125 Great Lawn
ReturnHeader/Filer/USAddress/City0Irvine
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0926203832
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-05-13
ReturnHeader/Officer/Name0Mernie Empalmado
ReturnHeader/Officer/Phone09499365750
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/Preparer/DatePrepared02014-05-13
ReturnHeader/PreparerFirm/EIN0952793752
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Poole Foster & Dul an Accountancy Corp
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101801-I Parkcourt Place Suite 102
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Santa Ana
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0927015083
ReturnHeader/Preparer/Name0Cynthia M Foster
ReturnHeader/Preparer/Phone07145581921
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-13T16:26:30-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$2.37$2.29$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$2.41$2.52$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$2.30$2.16$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.84$1.69$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.73$0.54$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.60$1.46$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.75$1.57$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.77$1.71$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.56$1.64$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.51$1.52$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.47$1.55$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.49$1.34$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$1.35$1.63$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$1.11$1.02$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.69$0.55$0.14