Civic Intelligence

Wagon Wheel Elementary PTA

990EZ • Fiscal year 2016 • EIN 33-0759357

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 27, 2016

30912 Bridle PathTrabuco Canyon, CA 92679-5360

(949) 589-1953

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$77,752

No earlier filing loaded for comparison.

Net Assets

$77,752

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$103,453

No earlier filing loaded for comparison.

Expenses

$90,666

No earlier filing loaded for comparison.

Net Income

$12,787

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$77,752
Liabilities-
Net Assets$77,752

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$103,453
Expenses$90,666
Net Income$12,787
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 27, 2016
Return Version
2015v2.1
Gross Receipts
$125,586
Mission and Program Overview

Mission

Student support/education & enrichment

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/EDUCATION & ENRICHMENT-$86,409
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN GOODWINPresidentPT$0--
KAREN ALTROV-PresidentPT$0--
LORI SPRENGERTreasurerPT$0--
LESLIE DECKERFinancial SePT$0--
MARIANNE DIAZRecording SePT$0--
STEPHANIE HATCHPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$72,280$72,280$6,828$65,452
Other Activitie$16,615$16,615$3,724$12,891
Total Events$114,168$114,168$21,386$92,782
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
Stephanie Hatch
Title
President
Phone
9495891953
Signed
2016-09-27
Discuss with paid preparer
Yes

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-ez, Part I, Line 16

Expenses office 1,004 conferences/meetings 850 insurance 216 adopt-a-book 1,891 bank charges 54 bottled water 804 bulletin board 34 classroom supplies 5,362 computer expense 179 cyber safety assembly 350 dr sue - the bug lady 745 farley the fiddler 300 fieldtrips 2,972 fifth grade completion 388 friday folders 588 grants 9,870 honorary service awards 71 hospitality 177 imagination machine k-4 1,778 jacque nunez 610 jr. Olympics 128 kinder music 5,500 legislation 510 literacy week 365 lizard wizard 325 meet the masters 6,089 music program gr. 1-3 12,134 officer sunshine 814 other program expense -44 parent education 318 playground equipment 937 rachel's challenge 287 reading intervention 5,000 red ribbon week 152 reflections 613 round up 246 safety & emergency 520 science & technology 16,184 science camp 216 science on the go 1,350 staff development 420 storytelling 710 student council 285 student planners 1,378 taxes 63 teacher appreciation 1,153 teacher hospitality 817 walk through american rev 1,380 walk through california 1,060 website administration 379 worldly wise books 2,684 total 90,216

Raw XML Appendix175 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/SubjectToProxyTaxInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,004 CONFERENCES/MEETINGS 850 INSURANCE 216 ADOPT-A-BOOK 1,891 BANK CHARGES 54 BOTTLED WATER 804 BULLETIN BOARD 34 CLASSROOM SUPPLIES 5,362 COMPUTER EXPENSE 179 CYBER SAFETY ASSEMBLY 350 DR SUE - THE BUG LADY 745 FARLEY THE FIDDLER 300 FIELDTRIPS 2,972 FIFTH GRADE COMPLETION 388 FRIDAY FOLDERS 588 GRANTS 9,870 HONORARY SERVICE AWARDS 71 HOSPITALITY 177 IMAGINATION MACHINE K-4 1,778 JACQUE NUNEZ 610 JR. OLYMPICS 128 KINDER MUSIC 5,500 LEGISLATION 510 LITERACY WEEK 365 LIZARD WIZARD 325 MEET THE MASTERS 6,089 MUSIC PROGRAM GR. 1-3 12,134 OFFICER SUNSHINE 814 OTHER PROGRAM EXPENSE -44 PARENT EDUCATION 318 PLAYGROUND EQUIPMENT 937 RACHEL'S CHALLENGE 287 READING INTERVENTION 5,000 RED RIBBON WEEK 152 REFLECTIONS 613 ROUND UP 246 SAFETY & EMERGENCY 520 SCIENCE & TECHNOLOGY 16,184 SCIENCE CAMP 216 SCIENCE ON THE GO 1,350 STAFF DEVELOPMENT 420 STORYTELLING 710 STUDENT COUNCIL 285 STUDENT PLANNERS 1,378 TAXES 63 TEACHER APPRECIATION 1,153 TEACHER HOSPITALITY 817 WALK THROUGH AMERICAN REV 1,380 WALK THROUGH CALIFORNIA 1,060 WEBSITE ADMINISTRATION 379 WORLDLY WISE BOOKS 2,684 TOTAL 90,216
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
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ReturnHeader/BusinessOfficerGrp/PhoneNum09495891953
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ReturnHeader/Filer/EIN0330759357
ReturnHeader/Filer/PhoneNum09495891953
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 N PARKCENTER DR STE 110
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ReturnHeader/PreparerPersonGrp/PhoneNum07145476491
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L AMY
ReturnHeader/ReturnTs02016-09-29T13:06:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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