Civic Intelligence

PTA Woodsboro Elementary School

990EZ • Fiscal year 2024 • EIN 33-0031951

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 12, 2024

Organization ProfileWWW.WOODSBORO.PYLUSD.ORG
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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

28th percentile

-8.9%

Higher net margin than 28% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-10%

Faster asset growth than 32% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-8.0%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$113,456

Down $13,067 (-10%) from 2023

Net Assets

Down

$113,456

Down $13,067 (-10%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$146,755

Down $12,822 (-8.0%) from 2023

Expenses

Up

$159,822

Up $20,205 (+14%) from 2023

Net Income

Down

-$13,067

Down $33,027 (-165%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2024

Assets$113,456
Liabilities-
Net Assets$113,456
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

2024

Revenue$146,755
Expenses$159,822
Net Income-$13,067
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$159,724
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 SCHOOL ASSISTANCE WITH TEACHER APPRECIATION, ACADEMIC GRANTS AND OTHER PROGRAMS.-$119,052
PROVIDE FUNDS FOR FIELD TRIPS, SCHOOL PLAY, BOOK FAIR, CARNIVAL, YEARBOOK, FACILITATE OUTDOOR EDUCATION AND A SCHOOL PLAY-$6,529
EDUCATION ENRICHMENT, INCLUDING ART AND MUSIC PROGRAMS, ASSEMBLIES AND READING PROGRAMS-$2,737
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CALI KIMBLEPresidentPT$0--
CARI STARKVice President-$0--
NANCY GREENTreasurer-$0--
CLAIRE VIELESecretary-$0--
MARTA ARCINIEGAAuditor-$0--
CAMBRIA UNGERParliamentarian-$0--
LINDSEY OFTELIEHistorian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Fundraising$42,205$42,205$12,969$29,236
Total Events$42,205$42,205$12,969$29,236
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
2024-11-12
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 $128318”

Other Expenses.2

“Administration expenses $31414”

Other Expenses.3

“Membership incentives $90”

Raw XML Appendix181 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/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CALI KIMBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARI STARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLAIRE VIELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTA ARCINIEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAMBRIA UNGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDSEY OFTELIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0159822
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt0115040
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0119052
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22737
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012969
IRS990EZ/SpecialEventsNetIncomeLossAmt029236
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt0128318
IRS990EZ/TotalRevenueAmt0146755
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.WOODSBORO.PYLUSD.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025051
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt041023
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0157245
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0688277
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012969
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042205
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042205
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042205
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $128318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATION EXPENSES $31414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP INCENTIVES $90
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CALI KIMBLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA WOODSBORO ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CA CONGRESS OF PARENTS & TEACHERS INC
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0330031951
ReturnHeader/Filer/PhoneNum07149867040
ReturnHeader/Filer/USAddress/AddressLine1Txt07575 E WOODSBORO AVENUE
ReturnHeader/Filer/USAddress/CityNm0ANAHEIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL C AGRESTI CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017342 STAFFORD CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORBA LINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092886
ReturnHeader/PreparerPersonGrp/PhoneNum07143213680
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael C Agresti
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-12T19:42:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,456
Liabilities
-
Net assets
$113,456
Revenue
$146,755
Expenses
$159,822
Net income
-$13,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.16$1.16$1.66$1.63$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.47$1.60$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.27$1.27$1.60$1.40$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.42$1.12$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.23$0.49$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.02$1.02$1.80$1.45$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.62$1.51$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.57$1.57$1.55$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.55$1.56$1.33$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.32$1.52$1.68$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.47$1.56$1.42$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.34$1.24$1.13$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits