Civic Intelligence

PTA Woodsboro Elementary School

990EZ • Fiscal year 2022 • EIN 33-0031951

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 15, 2022

7575 E Woodsboro AvenueAnaheim, CA 92807

(714) 986-7040

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

81st percentile

40%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

528%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$106,743

Up $30,516 (+40%) from 2021

Net Assets

Up

$106,743

Up $30,516 (+40%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$142,089

Up $119,471 (+528%) from 2021

Expenses

Up

$111,603

Up $63,013 (+130%) from 2021

Net Income

Up

$30,486

Up $56,458 (+217%) from 2021

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $33,504Net Assets 2014: $33,5042014Assets 2015: $47,465Net Assets 2015: $47,4652015Assets 2016: $32,035Net Assets 2016: $32,0352016Assets 2017: $54,588Net Assets 2017: $54,5882017Assets 2018: $56,578Net Assets 2018: $56,5782018Assets 2019: $67,809Net Assets 2019: $67,8092019Assets 2020: $102,199Net Assets 2020: $102,1992020Assets 2021: $76,227Net Assets 2021: $76,2272021Assets 2022: $106,743Net Assets 2022: $106,7432022Assets 2023: $126,523Net Assets 2023: $126,5232023Assets 2024: $113,456Net Assets 2024: $113,4562024Assets 2025: $116,185Net Assets 2025: $116,1852025

Highlighted filing

2022

Assets$106,743
Liabilities-
Net Assets$106,743

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $124,062Expenses 2014: $112,689Net Income 2014: $11,3732014Revenue 2015: $155,727Expenses 2015: $141,766Net Income 2015: $13,9612015Revenue 2016: $152,350Expenses 2016: $167,780Net Income 2016: -$15,4302016Revenue 2017: $155,946Expenses 2017: $133,393Net Income 2017: $22,5532017Revenue 2018: $157,269Expenses 2018: $155,279Net Income 2018: $1,9902018Revenue 2019: $162,232Expenses 2019: $151,001Net Income 2019: $11,2312019Revenue 2020: $179,690Expenses 2020: $145,300Net Income 2020: $34,3902020Revenue 2021: $22,618Expenses 2021: $48,590Net Income 2021: -$25,9722021Revenue 2022: $142,089Expenses 2022: $111,603Net Income 2022: $30,4862022Revenue 2023: $159,577Expenses 2023: $139,617Net Income 2023: $19,9602023Revenue 2024: $146,755Expenses 2024: $159,822Net Income 2024: -$13,0672024Revenue 2025: $165,795Expenses 2025: $163,066Net Income 2025: $2,7292025

Highlighted filing

2022

Revenue$142,089
Expenses$111,603
Net Income$30,486
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$148,045
Mission and Program Overview

Mission

The organization's purpose is to provide enrichment to the educational programs of the school, to promote parent involvement and leadership, and to support the teachers and staff of woodsboro elementary school.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR FIELD TRIPS, SCHOOL PLAY, BOOK FAIR, CARNIVAL, YEARBOOK, FACILITATE OUTDOOR EDUCATION AND A SCHOOL PLAY-$99,378
EDUCATION ENRICHMENT, INCLUDING ART AND MUSIC PROGRAMS, ASSEMBLIES AND READING PROGRAMS-$4,806
PROVIDE SCHOOL ASSISTANCE WITH TEACHER APPRECIATION, ACADEMIC GRANTS AND OTHER PROGRAMS.-$933
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALI KIMBLEPresidentPT$0--
HOLLY PRECIADOVice President-$0--
MIKA SERNAQUETreasurer-$0--
CLAIRE VIELESecretary-$0--
ASHLEY GOMEZAuditor-$0--
LIBBY SCHROEDERParliamentarian-$0--
JULIA MITCHELLHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraising$39,382$39,382$5,956$33,426
Total Events$39,382$39,382$5,956$33,426
Filing and Contact Details

Filer

Filer Name
Pta Woodsboro Elementary School
EIN
33-0031951
Phone
7149867040
Address
7575 E WOODSBORO AVENUE, ANAHEIM, CA 92807

Signing Officer

Name
Cali Kimble
Title
President
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Michael C Agresti CPA
Address
17342 STAFFORD CIR, YORBA LINDA, CA 92886
Preparer
Michael C Agresti
Phone
7143213680
Supplemental Narrative

Additional Explanations

Other Expenses.1

PROGRAM EXPENSES $105117

Other Expenses.2

Administration expenses $6486

Raw XML Appendix185 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/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
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IRS990EZ/ProgramServiceRevenueAmt0106330
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOOL ASSISTANCE WITH TEACHER APPRECIATION, ACADEMIC GRANTS AND OTHER PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FUNDS FOR FIELD TRIPS, SCHOOL PLAY, BOOK FAIR, CARNIVAL, YEARBOOK, FACILITATE OUTDOOR EDUCATION AND A SCHOOL PLAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2EDUCATION ENRICHMENT, INCLUDING ART AND MUSIC PROGRAMS, ASSEMBLIES AND READING PROGRAMS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $105117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATION EXPENSES $6486
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA WOODSBORO ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA CONGRESS OF PARENTS & TEACHERS INC
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ReturnHeader/ReturnTs02022-11-15T23:02:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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