Civic Intelligence

Woodbury Elementary School PTA

990 • Fiscal year 2023 • EIN 23-7184689

Jul 01, 2022 to Jun 30, 2023 • Filed on May 06, 2024

125 Great LawnIrvine, CA 92620-3832

(949) 936-5750

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

55th percentile

6.0%

Higher net margin than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

14%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

25%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$111,799

Up $13,887 (+14%) from 2022

Net Assets

Up

$111,799

Up $13,887 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$230,106

Up $46,490 (+25%) from 2022

Expenses

Up

$216,219

Up $46,779 (+28%) from 2022

Net Income

Down

$13,887

Down $289 (-2.0%) from 2022

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

2023

Assets$111,799
Liabilities$0
Net Assets$111,799

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

2023

Revenue$230,106
Expenses$216,219
Net Income$13,887
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 6, 2024
Return Version
2022v5.0
Gross Receipts
$245,553
Mission and Program Overview

Mission

To enhance children's edcational experience.

To enhance children's educational experience

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$97,912$111,799▲ $13,887
Rtn Earn Endowment Incm Other Fnds$0$13,887▲ $13,887
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$97,912$111,799▲ $13,887
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$97,912$111,799▲ $13,887
Total Liabilities and Net Assets / Fund Balance$97,912$111,799▲ $13,887
Compensation and Service Providers

Board Members and Trustees

NameTitle
Patricia Villegas-BonnoPresident
Prateek SaxenaVice-President of Communic
Jordan HamessleyVice-President of Enrichme
Noor KurdiVice-President of Fundrais
Ken LuVice-President of Membersh
Brian QuaifeVice-President of Social E
Jen MeissenAuditor
Carol RossFinancial Secretary
Anthony BruceHistorian
Sonia OrtizParliamentarian
Nidia BarriosSecretary
Dominique CarverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,570
Program Service Revenue
$93,253
Investment Income
$0
Other Revenue
$88,283
All Other Contributions
$34,094
Change in Net Assets
$13,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,219
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$33,343$5,458-$38,801
Other Expenses$15,266--$15,266
Office Expenses$4,329$142-$4,471
Fees for Services Accounting-$700-$700
Insurance-$272-$272
Information Technology-$99-$99
Conferences and Meetings-$10-$10
Total Functional Expenses$209,538$6,681$0$216,219
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$97,592
Fundraising Direct Expenses$15,447
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$97,592$97,592$10,178$87,414
Total Events$97,592$97,592$15,447$82,145
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

There are two pairs of "husband and wife" on the board.

Form 990, Part VI, Section A, line 6

The Organization is a PTA with members that pay annual dues.

Form 990, Part VI, Section A, line 7A

The Board elects a nominating committee to determine a slate of officers. This slate is posted for all members to see for 30 days and then there is a vote to elect them into their respectvie positions for a one year term.

Form 990, Part VI, Section B, line 11B

The Board met to review the tax return with its CPA.

Form 990, Part VI, Section B, line 12C

The Board of the Organization approves any expenditures monthly, including any involving a possible conflict.

Form 990, Part VI, Section C, line 19

The Organization makes its governing documents, financial statements and conflict of interest policy available upon request to the public.

Filing and Contact Details

Filer

Filer Name
Woodbury Elementary School PTA
EIN
23-7184689
Phone
9499365750
Address
125 Great Lawn, Irvine, CA 92620-3832

Signing Officer

Name
Patricia Villegas-Bonno
Title
President
Phone
9494229295
Signed
2024-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Villegas-Bonno
Formed
1992
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
150

Preparer

Firm
Poole Foster & Dul an Accountancy Corp
Address
12241 Newport Ave Ste 100, North Tustin, CA 92705
Preparer
Cynthia M Foster
Phone
7145581921
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

Book fair: Program service expenses 12,015. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,015. Student educational programs: Program service expenses 10,278. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,278. Classroom support: Program service expenses 5,580. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,580. Hospitality: Program service expenses 5,470. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,470. Bank and credit card fees: Program service expenses 0. Management and general expenses 5,184. Fundraising expenses 0. Total expenses 5,184. Miscellaneous: Program service expenses 0. Management and general expenses 199. Fundraising expenses 0. Total expenses 199. Filing fees: Program service expenses 0. Management and general expenses 75. Fundraising expenses 0. Total expenses 75.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice-President of Membersh
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice-President of Social E
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice-President of Enrichme
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt042966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0186119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0169261
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0167027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0113514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0120356
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0630198
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt06137
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03470
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt05321
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03130
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03347
IRS990ScheduleA/OtherIncome509Grp/TotalAmt021405
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97440
IRS990ScheduleA/PublicSupportPY509Pct00.97830
IRS990ScheduleA/PublicSupportTotal509Amt0816317
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0217831
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0198101
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0156480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0172006
IRS990ScheduleA/Total509Grp/TotalAmt0816317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0223968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0201571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077220
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0159610
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0175353
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0837722
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015447
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-a-thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0402
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0402
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt097592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt097592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt097592
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt097592
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt082145
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04867
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04867
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010178
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010178
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are two pairs of "husband and wife" on the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization is a PTA with members that pay annual dues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board elects a nominating committee to determine a slate of officers. This slate is posted for all members to see for 30 days and then there is a vote to elect them into their respectvie positions for a one year term.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board met to review the tax return with its CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board of the Organization approves any expenditures monthly, including any involving a possible conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Organization makes its governing documents, financial statements and conflict of interest policy available upon request to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Book fair: Program service expenses 12,015. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,015. Student educational programs: Program service expenses 10,278. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,278. Classroom support: Program service expenses 5,580. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,580. Hospitality: Program service expenses 5,470. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,470. Bank and credit card fees: Program service expenses 0. Management and general expenses 5,184. Fundraising expenses 0. Total expenses 5,184. Miscellaneous: Program service expenses 0. Management and general expenses 199. Fundraising expenses 0. Total expenses 199. Filing fees: Program service expenses 0. Management and general expenses 75. Fundraising expenses 0. Total expenses 75.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt097912
IRS990/TotalAssetsEOYAmt0111799
IRS990/TotalAssetsGrp/BOYAmt097912
IRS990/TotalAssetsGrp/EOYAmt0111799
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt048570
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06681
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0209538
IRS990/TotalFunctionalExpensesGrp/TotalAmt0216219
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt097912
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0111799
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0209538
IRS990/TotalProgramServiceRevenueAmt093253
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt082145
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt099391
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0230106
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt097912
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0111799
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0125 Great Lawn
IRS990/USAddress/CityNm0Irvine
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0926203832
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.iusd.org/wo/pta.html
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Villegas-Bonno
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09494229295

Document Assets

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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