Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Wagon Wheel Elementary PTA
990EZ • Fiscal year 2020 • EIN 33-0759357
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
34th percentile
Higher net margin than 34% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
50th percentile
Faster revenue growth than 50% of similar nonprofits.
Balance Sheet
Assets
Down$89,948
Down $4,959 (-5.2%) from 2019
Net Assets
Down$89,948
Down $4,959 (-5.2%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$114,325
Down $18,782 (-14%) from 2019
Expenses
Down$119,284
Down $74,200 (-38%) from 2019
Net Income
Up-$4,959
Up $55,418 (+92%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Oct 22, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $167,618
Mission and Program Overview
Mission
Student support/education & enrichment
Program Services
| Description | Grants | Expenses |
|---|---|---|
| STUDENT SUPPORT/EDUCATION & ENRICHMENT | - | $117,031 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BECKY STEVENS | President | - | $0 | - | - |
| BECKY BENEFIELD | Vice Preside | - | $0 | - | - |
| AMY KOTSCHEDOFF | Treasurer | - | $0 | - | - |
| PAIGE BULLOCK | Financial Se | - | $0 | - | - |
| TALIN BAGHJAJIAN | Recording Se | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Jog-a-thon | $110,290 | $110,290 | $12,161 | $98,129 |
| Yearbook | $15,860 | $15,860 | $9,956 | $5,904 |
| Total Events | $150,961 | $150,961 | $50,865 | $100,096 |
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
- Talin Baghjajian
- Title
- President
- Phone
- 9495891953
- Signed
- 2020-10-22
- 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
“Other revenue 41 total 41”
Form 990-ez, Part I, Line 16
“Expenses office 404 insurance 232 adopt a book 2,410 bank charges 36 bottled water - teachers 709 bulletin board 91 campus security 39,891 classroom supplies 3,568 classroom technology 7,452 computer expense 179 dads & donuts 565 family night 1,448 fieldtrips 990 fifth grade farewell 250 friday folders 559 grant committee 24,298 honarary service awards 50 hospitality 67 ice cream social 290 junior olympics 136 meet the masters 6,864 membership incentives 675 miscellaneous assemblies 7,137 pbis 1,963 playground equipment 500 reading intervention 7,500 reflections 387 science camp donation 1,000 staff development 2,270 student council 203 student planners 1,042 summer reading program 197 taxes 60 teacher appreciation 1,200 teacher hospitality 342 worldly wise books 3,619 ymca donation 150 total 118,734”
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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| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
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| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
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| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
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| IRS990EZ/TotalRevenueAmt | 0 | 114325 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
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| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
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| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 82 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER REVENUE 41 TOTAL 41 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE 404 INSURANCE 232 ADOPT A BOOK 2,410 BANK CHARGES 36 BOTTLED WATER - TEACHERS 709 BULLETIN BOARD 91 CAMPUS SECURITY 39,891 CLASSROOM SUPPLIES 3,568 CLASSROOM TECHNOLOGY 7,452 COMPUTER EXPENSE 179 DADS & DONUTS 565 FAMILY NIGHT 1,448 FIELDTRIPS 990 FIFTH GRADE FAREWELL 250 FRIDAY FOLDERS 559 GRANT COMMITTEE 24,298 HONARARY SERVICE AWARDS 50 HOSPITALITY 67 ICE CREAM SOCIAL 290 JUNIOR OLYMPICS 136 MEET THE MASTERS 6,864 MEMBERSHIP INCENTIVES 675 MISCELLANEOUS ASSEMBLIES 7,137 PBIS 1,963 PLAYGROUND EQUIPMENT 500 READING INTERVENTION 7,500 REFLECTIONS 387 SCIENCE CAMP DONATION 1,000 STAFF DEVELOPMENT 2,270 STUDENT COUNCIL 203 STUDENT PLANNERS 1,042 SUMMER READING PROGRAM 197 TAXES 60 TEACHER APPRECIATION 1,200 TEACHER HOSPITALITY 342 WORLDLY WISE BOOKS 3,619 YMCA DONATION 150 TOTAL 118,734 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
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| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-10-26 |
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| ReturnHeader/ReturnTs | 0 | 2020-10-26T19:29:14-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $89,948
- Liabilities
- -
- Net assets
- $89,948
- Revenue
- $114,325
- Expenses
- $119,284
- Net income
- -$4,959