Civic Intelligence

Wagon Wheel Elementary PTA

EIN 33-0759357 • 501(c)3 • Trabuco Canyon, CA

Profile

Student support/education & enrichment

30912 Bridle PathTrabuco Canyon, CA 92679-5360

www.wagonwheelpta.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

42nd percentile

-7.2%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

36th percentile

-14%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$148,395

Down $14,697 (-9.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$148,395

Down $14,697 (-9.0%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin28th percentile

Revenue

Down

$114,565

Down $23,787 (-17%) from 2024

Expenses

Down

$129,262

Down $18,426 (-12%) from 2024

Net Income

Down

-$14,697

Down $5,361 (-57%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2016: $77,752Net Assets 2016: $77,7522016Assets 2017: $101,068Net Assets 2017: $101,0682017Assets 2018: $155,284Net Assets 2018: $155,2842018Assets 2019: $94,907Net Assets 2019: $94,9072019Assets 2020: $89,948Net Assets 2020: $89,9482020Assets 2021: $107,465Net Assets 2021: $107,4652021Assets 2022: $142,908Net Assets 2022: $142,9082022Assets 2023: $172,428Liabilities 2023: $0Net Assets 2023: $172,4282023Assets 2024: $163,092Liabilities 2024: $0Net Assets 2024: $163,0922024Assets 2025: $148,395Liabilities 2025: $0Net Assets 2025: $148,3952025

Highlighted filing

2025

Assets$148,395
Liabilities$0
Net Assets$148,395
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2016: $103,453Expenses 2016: $90,666Net Income 2016: $12,7872016Revenue 2017: $117,596Expenses 2017: $94,280Net Income 2017: $23,3162017Revenue 2018: $121,922Expenses 2018: $67,706Net Income 2018: $54,2162018Revenue 2019: $133,107Expenses 2019: $193,484Net Income 2019: -$60,3772019Revenue 2020: $114,325Expenses 2020: $119,284Net Income 2020: -$4,9592020Revenue 2021: $56,098Expenses 2021: $38,581Net Income 2021: $17,5172021Revenue 2022: $151,289Expenses 2022: $115,846Net Income 2022: $35,4432022Revenue 2023: $155,962Expenses 2023: $126,442Net Income 2023: $29,5202023Revenue 2024: $138,352Expenses 2024: $147,688Net Income 2024: -$9,3362024Revenue 2025: $114,565Expenses 2025: $129,262Net Income 2025: -$14,6972025

Highlighted filing

2025

Revenue$114,565
Expenses$129,262
Net Income-$14,697
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,395
Liabilities
$0
Net assets
$148,395
Revenue
$114,565
Expenses
$129,262
Net income
-$14,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.15$1.29$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.38$1.48$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.56$1.26$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.51$1.16$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.56$0.39$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.90$1.14$1.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.33$1.93$0.60
2018Detailed filing. Detailed filing data is available for this year.$1.55$1.55$1.22$0.68$0.54
2017Detailed filing. Detailed filing data is available for this year.$1.01$1.01$1.18$0.94$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.03$0.91$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 1, 2025
Return Version
2024v5.0
Gross Receipts
$202,926
Mission and Program Overview

Mission

Student support/education & enrichment

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$163,092$148,395▼ $14,697
Savings and Temporary Cash Investments$159,819$146,670▼ $13,149
Cash and Non-Interest-Bearing Accounts$3,273$1,725▼ $1,548
Total Assets$163,092$148,395▼ $14,697
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$163,092$148,395▼ $14,697
Total Liabilities and Net Assets / Fund Balance$163,092$148,395▼ $14,697
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Samantha PinedoPresident
Polly CarrazaExecutive VP
Kate DemeoFinancial Se
Corine TolRecording Se
Alexis SlagleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,746
Investment Income
$74
Other Revenue
$110,745
Change in Net Assets
$-14,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,262
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$40,940$1,843-$42,783
Other Expenses$5,729--$5,729
Fees for Services Accounting-$800-$800
Office Expenses-$394-$394
Insurance-$288-$288
Total Functional Expenses$125,937$3,325$0$129,262
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$199,106
Fundraising Direct Expenses$88,361
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$130,082$130,082$21,518$108,564
Spring Musical$27,890$27,890$23,517$4,373
Total Events$192,911$192,911$85,666$107,245
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Wagon Wheel Elementary Pta
EIN
33-0759357
Phone
9495891953
Address
30912 BRIDLE PATH, TRABUCO CANYON, CA 92679-5360

Signing Officer

Name
Samantha Pinedo
Title
President
Phone
9495891953
Signed
2025-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samantha Pinedo
Formed
1997
Legal Domicile
CA
Voting Board Members
248
Independent Board Members
243
Employees
0

Preparer

Firm
Amy Accountancy Corporation
Address
801 N PARKCENTER DR STE 110, SANTA ANA, CA 92705-3599
Preparer
Christopher L Amy
Phone
7145476491
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Meet the masters 5,162 0 0 pbis 4,794 0 0 staff development 4,740 0 0 classroom supplies 3,928 0 0 classroom technology 3,004 0 0 teacher appreciation 2,525 0 0 field trips 2,521 0 0 pastries and pals 1,916 0 0 art room furn & supplies 1,658 0 0 student planners 1,405 0 0 fish tank maintenance 1,309 0 0 ice cream social 1,092 0 0 bottled water - teachers 1,055 0 0 playground equipment 1,009 0 0 science camp 1,000 0 0 science & technology 695 0 0 friday folders 603 0 0 subscriptions 0 510 0 membership incentives 0 493 0 teacher hospitality 488 0 0 trunk or treat 455 0 0 hospitality 0 410 0 fifth grade farewell 382 0 0 summer learning program 252 0 0 orientation-new families 227 0 0 kindergarten promotion 200 0 0 reflections 188 0 0 computer expense 0 179 0 honorary service awards 0 176 0 junior olympics 124 0 0 literacy week 121 0 0 student council 87 0 0 taxes 0 75 0 total 40,940 1,843 0”

Raw XML Appendix321 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEET THE MASTERS 5,162 0 0 PBIS 4,794 0 0 STAFF DEVELOPMENT 4,740 0 0 CLASSROOM SUPPLIES 3,928 0 0 CLASSROOM TECHNOLOGY 3,004 0 0 TEACHER APPRECIATION 2,525 0 0 FIELD TRIPS 2,521 0 0 PASTRIES AND PALS 1,916 0 0 ART ROOM FURN & SUPPLIES 1,658 0 0 STUDENT PLANNERS 1,405 0 0 FISH TANK MAINTENANCE 1,309 0 0 ICE CREAM SOCIAL 1,092 0 0 BOTTLED WATER - TEACHERS 1,055 0 0 PLAYGROUND EQUIPMENT 1,009 0 0 SCIENCE CAMP 1,000 0 0 SCIENCE & TECHNOLOGY 695 0 0 FRIDAY FOLDERS 603 0 0 SUBSCRIPTIONS 0 510 0 MEMBERSHIP INCENTIVES 0 493 0 TEACHER HOSPITALITY 488 0 0 TRUNK OR TREAT 455 0 0 HOSPITALITY 0 410 0 FIFTH GRADE FAREWELL 382 0 0 SUMMER LEARNING PROGRAM 252 0 0 ORIENTATION-NEW FAMILIES 227 0 0 KINDERGARTEN PROMOTION 200 0 0 REFLECTIONS 188 0 0 COMPUTER EXPENSE 0 179 0 HONORARY SERVICE AWARDS 0 176 0 JUNIOR OLYMPICS 124 0 0 LITERACY WEEK 121 0 0 STUDENT COUNCIL 87 0 0 TAXES 0 75 0 TOTAL 40,940 1,843 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0129262
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IRS990/TotalProgramServiceExpensesAmt0125937
IRS990/TotalProgramServiceRevenueAmt03746
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03820
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114565
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt030912 BRIDLE PATH
IRS990/USAddress/CityNm0TRABUCO CANYON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0926795360
IRS990/VotingMembersGoverningBodyCnt0248
IRS990/VotingMembersIndependentCnt0243
IRS990/WebsiteAddressTxt0WWW.WAGONWHEELPTA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA PINEDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495891953
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAGON WHEEL ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WAGO
ReturnHeader/Filer/EIN0330759357
ReturnHeader/Filer/PhoneNum09495891953
ReturnHeader/Filer/USAddress/AddressLine1Txt030912 BRIDLE PATH
ReturnHeader/Filer/USAddress/CityNm0TRABUCO CANYON
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953154083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMY ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 N PARKCENTER DR STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927053599
ReturnHeader/PreparerPersonGrp/PhoneNum07145476491
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L AMY
ReturnHeader/ReturnTs02026-02-05T16:58:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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