Civic Intelligence

Wagon Wheel Elementary PTA

990EZ • Fiscal year 2019 • EIN 33-0759357

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

9th percentile

-45%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

12th percentile

-39%

Faster asset growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

9.2%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$94,907

Down $60,377 (-39%) from 2018

Net Assets

Down

$94,907

Down $60,377 (-39%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$133,107

Up $11,185 (+9.2%) from 2018

Expenses

Up

$193,484

Up $125,778 (+186%) from 2018

Net Income

Down

-$60,377

Down $114,593 (-211%) from 2018

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

2019

Assets$94,907
Liabilities-
Net Assets$94,907

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

2019

Revenue$133,107
Expenses$193,484
Net Income-$60,377
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$183,407
Mission and Program Overview

Mission

Student support/education & enrichment

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/EDUCATION & ENRICHMENT-$189,969
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY STEVENSPresident-$0--
TRACY BREMMERVice Preside-$0--
AMY KOTSCHEDOFFTreasurer-$0--
PAM DIECKFinancial Se-$0--
MALISA SADOWSKIRecording Se-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$106,223$106,223$11,466$94,757
Musical (spring$17,236$17,236$14,491$2,745
Total Events$159,136$159,136$46,308$112,828
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
Becky Stevens
Title
President
Phone
9495891953
Signed
2019-11-12
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 8

ESCRIPS 22 TOTAL 22

Form 990-ez, Part I, Line 16

Expenses office 740 insurance 232 20th anniversary gift 20,149 adopt a book 2,058 bottled water - teachers 891 bulletin board 211 campus beautification 1,713 classroom supplies 3,099 classroom technology 863 computer expense 179 dads & donuts 601 family night 11,111 fieldtrips 1,380 fifth grade farewell 277 friday folders 540 grade 1-3 music 24,800 grant committee 70,722 honarary service awards 190 hospitality 232 junior olympics 136 literacy week 72 meet the masters 6,883 membership directory 398 membership incentives 837 miscellaneous assemblies 10,487 mustang minute 138 orientation & new family 147 other expense 9 pbis 1,991 playground equipment 449 reading intervention 7,500 reflections 293 safety & emergency 100 science & technology 12,263 science camp donation 1,000 staff development 4,000 student council 195 student planners 1,011 summer reading program 100 taxes 60 teacher appreciation 1,077 teacher hospitality 228 teacher of the year 50 wordly wise books 3,422 ymca donation 150 total 192,984

Raw XML Appendix179 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/ExplanationTxt0ESCRIPS 22 TOTAL 22
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 740 INSURANCE 232 20TH ANNIVERSARY GIFT 20,149 ADOPT A BOOK 2,058 BOTTLED WATER - TEACHERS 891 BULLETIN BOARD 211 CAMPUS BEAUTIFICATION 1,713 CLASSROOM SUPPLIES 3,099 CLASSROOM TECHNOLOGY 863 COMPUTER EXPENSE 179 DADS & DONUTS 601 FAMILY NIGHT 11,111 FIELDTRIPS 1,380 FIFTH GRADE FAREWELL 277 FRIDAY FOLDERS 540 GRADE 1-3 MUSIC 24,800 GRANT COMMITTEE 70,722 HONARARY SERVICE AWARDS 190 HOSPITALITY 232 JUNIOR OLYMPICS 136 LITERACY WEEK 72 MEET THE MASTERS 6,883 MEMBERSHIP DIRECTORY 398 MEMBERSHIP INCENTIVES 837 MISCELLANEOUS ASSEMBLIES 10,487 MUSTANG MINUTE 138 ORIENTATION & NEW FAMILY 147 OTHER EXPENSE 9 PBIS 1,991 PLAYGROUND EQUIPMENT 449 READING INTERVENTION 7,500 REFLECTIONS 293 SAFETY & EMERGENCY 100 SCIENCE & TECHNOLOGY 12,263 SCIENCE CAMP DONATION 1,000 STAFF DEVELOPMENT 4,000 STUDENT COUNCIL 195 STUDENT PLANNERS 1,011 SUMMER READING PROGRAM 100 TAXES 60 TEACHER APPRECIATION 1,077 TEACHER HOSPITALITY 228 TEACHER OF THE YEAR 50 WORDLY WISE BOOKS 3,422 YMCA DONATION 150 TOTAL 192,984
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
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