Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Woodbury Elementary School PTA
990 • Fiscal year 2024 • EIN 23-7184689
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
33rd percentile
Higher net margin than 33% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
53rd percentile
Faster revenue growth than 53% of similar nonprofits.
Balance Sheet
Assets
Down$100,532
Down $11,267 (-10%) from 2023
Net Assets
Down$100,532
Down $11,267 (-10%) from 2023
Liabilities
Flat$0
Flat from 2023
Revenue And Expenses
Revenue
Up$241,129
Up $11,023 (+4.8%) from 2023
Expenses
Up$252,396
Up $36,177 (+17%) from 2023
Net Income
Down-$11,267
Down $25,154 (-181%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- May 15, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $251,242
Mission and Program Overview
Mission
To enhance children's edcational experience.
To enhance children's educational experience
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $111,799 | $100,532 | ▼ $11,267 |
| Rtn Earn Endowment Incm Other Fnds | $111,799 | $100,532 | ▼ $11,267 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $111,799 | $100,532 | ▼ $11,267 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $111,799 | $100,532 | ▼ $11,267 |
| Total Liabilities and Net Assets / Fund Balance | $111,799 | $100,532 | ▼ $11,267 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Patricia Villegas-Bonno | President |
| Banah Alomar | Vice-President of Communic |
| Jordan Hamessley | Vice-President of Enrichme |
| Alex Chang | Vice-President of Fundrais |
| Phoebe Hus Kim | Vice-President of Membersh |
| Jennifer Meissen | Auditor |
| Soham Joshi | Financial Secretary |
| Stephanie Morales | Historian |
| Sonia Ortiz | Parliamentarian |
| Nidia Barrios | Secretary |
| Olga Arnaya | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $45,735
- Program Service Revenue
- $110,554
- Investment Income
- $0
- Other Revenue
- $84,840
- All Other Contributions
- $32,106
- Change in Net Assets
- $-11,267
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $250,396 |
| Grants and Similar Amounts Paid | $2,000 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| All Other Expenses | $62,538 | $10,697 | - | $73,235 |
| Other Expenses | $21,320 | - | - | $21,320 |
| Grants to Domestic Orgs | $2,000 | - | - | $2,000 |
| Office Expenses | - | $952 | - | $952 |
| Fees for Services Accounting | - | $700 | - | $700 |
| Conferences and Meetings | - | $334 | - | $334 |
| Insurance | - | $282 | - | $282 |
| Information Technology | $75 | - | - | $75 |
| Total Functional Expenses | $239,431 | $12,965 | $0 | $252,396 |
Fundraising, Events, and Gaming
- Fundraising activities
- Yes
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $89,888 |
| Fundraising Direct Expenses | $10,113 |
| Professional Fundraising Fees | $0 |
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Jog-a-thon | $96,156 | $89,888 | $4,652 | $85,236 |
| Total Events | $96,156 | $89,888 | $10,113 | $79,775 |
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 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. Any questions are directed to the 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
- Stephanie Morales
- Title
- President
- Phone
- 9494229295
- Signed
- 2025-05-15
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Stephanie Morales
- Formed
- 1992
- Legal Domicile
- CA
- Voting Board Members
- 11
- Independent Board Members
- 11
- 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
“Carnival: Program service expenses 13,612. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,612. Assemblies: Program service expenses 13,265. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,265. Health programs: Program service expenses 11,451. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,451. Classroom support: Program service expenses 10,020. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,020. Student educational programs: Program service expenses 7,942. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,942. Bank and credit card fees: Program service expenses 0. Management and general expenses 5,686. Fundraising expenses 0. Total expenses 5,686. School staff appreciation: Program service expenses 5,296. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,296. Printing and prizes: Program service expenses 0. Management and general expenses 2,831. Fundraising expenses 0. Total expenses 2,831. Hospitality: Program service expenses 0. Management and general expenses 2,045. Fundraising expenses 0. Total expenses 2,045. Spelling bee: Program service expenses 662. Management and general expenses 0. Fundraising expenses 0. Total expenses 662. Art education: Program service expenses 290. Management and general expenses 0. Fundraising expenses 0. Total expenses 290. Filing fees: Program service expenses 0. Management and general expenses 75. Fundraising expenses 0. Total expenses 75. Miscellaneous: Program service expenses 0. Management and general expenses 60. Fundraising expenses 0. Total expenses 60.”
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| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 48570 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 216219 |
| IRS990/PYOtherRevenueAmt | 0 | 88283 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 93253 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 13887 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 216219 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 230106 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -11267 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 111799 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 100532 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
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| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 48570 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 31074 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 11859 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 42966 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 180204 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 200442 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 169261 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 167027 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 60040 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 113514 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 710284 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 5065 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 6137 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3470 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5321 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3130 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 23123 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.97470 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.97440 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 890488 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 198101 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 71899 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 156480 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 890488 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 159610 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 913611 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 6268 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 10113 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Jog-a-thon |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 96156 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 96156 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 89888 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 89888 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 79775 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt | 0 | 5461 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt | 0 | 5461 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 4652 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 4652 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The Organization is a PTA with members that pay annual dues. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The Board met to review the tax return. Any questions are directed to the CPA. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The Board of the Organization approves any expenditures monthly, including any involving a possible conflict. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The Organization makes its governing documents, financial statements and conflict of interest policy available upon request to the public. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Carnival: Program service expenses 13,612. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,612. Assemblies: Program service expenses 13,265. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,265. Health programs: Program service expenses 11,451. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,451. Classroom support: Program service expenses 10,020. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,020. Student educational programs: Program service expenses 7,942. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,942. Bank and credit card fees: Program service expenses 0. Management and general expenses 5,686. Fundraising expenses 0. Total expenses 5,686. School staff appreciation: Program service expenses 5,296. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,296. Printing and prizes: Program service expenses 0. Management and general expenses 2,831. Fundraising expenses 0. Total expenses 2,831. Hospitality: Program service expenses 0. Management and general expenses 2,045. Fundraising expenses 0. Total expenses 2,045. Spelling bee: Program service expenses 662. Management and general expenses 0. Fundraising expenses 0. Total expenses 662. Art education: Program service expenses 290. Management and general expenses 0. Fundraising expenses 0. Total expenses 290. Filing fees: Program service expenses 0. Management and general expenses 75. Fundraising expenses 0. Total expenses 75. Miscellaneous: Program service expenses 0. Management and general expenses 60. Fundraising expenses 0. Total expenses 60. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part IX, line 24e |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
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| IRS990/TotalAssetsEOYAmt | 0 | 100532 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 111799 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 100532 |
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| IRS990/TotalEmployeeCnt | 0 | 0 |
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| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 12965 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 239431 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 252396 |
| IRS990/TotalGrossUBIAmt | 0 | 5065 |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
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| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 100532 |
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| IRS990/TotalProgramServiceRevenueAmt | 0 | 110554 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
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| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 241129 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 5065 |
| IRS990/TotalVolunteersCnt | 0 | 150 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 111799 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 100532 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 125 Great Lawn |
| IRS990/USAddress/CityNm | 0 | Irvine |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 926203832 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 11 |
| IRS990/VotingMembersIndependentCnt | 0 | 11 |
| IRS990/WebsiteAddressTxt | 0 | www.iusd.org/wo/pta.html |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Stephanie Morales |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9494229295 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Woodbury Elementary School PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WOOD |
| ReturnHeader/Filer/EIN | 0 | 237184689 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $100,532
- Liabilities
- $0
- Net assets
- $100,532
- Revenue
- $241,129
- Expenses
- $252,396
- Net income
- -$11,267