Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Wagon Wheel Elementary PTA
990EZ • Fiscal year 2021 • 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
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Balance Sheet
Assets
Up$107,465
Up $17,517 (+19%) from 2020
Net Assets
Up$107,465
Up $17,517 (+19%) from 2020
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$56,098
Down $58,227 (-51%) from 2020
Expenses
Down$38,581
Down $80,703 (-68%) from 2020
Net Income
Up$17,517
Up $22,476 (+453%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Oct 27, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $58,943
Mission and Program Overview
Mission
Student support/education & enrichment
Program Services
| Description | Grants | Expenses |
|---|---|---|
| STUDENT SUPPORT/EDUCATION & ENRICHMENT | - | $34,970 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TALIN BAGHJAJIAN | President | - | $0 | - | - |
| BECKY BENEFIELD | Vice Preside | - | $0 | - | - |
| KRISTEN SCOTT | Treasurer | - | $0 | - | - |
| PAIGE BULLOCK | Financial Se | - | $0 | - | - |
| LAUREN STOFLE | Recording Se | - | $0 | - | - |
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
- 2021-10-27
- 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 941 insurance 258 bottled water - teachers 787 bulletin board 35 classroom supplies 2,592 computer expense 179 family night 854 fifth grade farewell 250 friday folders 585 grant committee 11,395 honarary service awards 208 hospitality 260 junior olympics 76 meet the masters 2,531 membership incentives 606 miscellaneous assemblies 960 pbis 2,000 playground equipment 650 reading intervention 4,905 reflections 165 science & technology 547 student planners 1,053 summer reading program 192 taxes 60 teacher appreciation 2,063 teacher hospitality 240 worldly wise books 2,564 grades 1-3 music program 265 kindergarten promotion 147 library support 87 red ribbon week 27 cash drive 499 total 37,981”
Raw XML Appendix159 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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|---|---|---|
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| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | BECKY BENEFIELD |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | KRISTEN SCOTT |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | PAIGE BULLOCK |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | LAUREN STOFLE |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | TRABUCO CANYON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 926795360 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 89948 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 107465 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 44519 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 17517 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 600 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 107465 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 10947 |
| IRS990EZ/GrossReceiptsAmt | 0 | 58943 |
| IRS990EZ/GroupExemptionNum | 0 | 0646 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 41 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 3436 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 89948 |
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| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 89948 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TALIN BAGHJAJIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | BECKY BENEFIELD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KRISTEN SCOTT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | PAIGE BULLOCK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LAUREN STOFLE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | FINANCIAL SE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | RECORDING SE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 37981 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | STUDENT SUPPORT/EDUCATION & ENRICHMENT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | STUDENT SUPPORT/EDUCATION & ENRICHMENT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 34970 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 2845 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 8102 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 38581 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 34970 |
| IRS990EZ/TotalRevenueAmt | 0 | 56098 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.WAGONWHEELPTA.COM |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 44519 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 5544 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5566 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3712 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4158 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 63499 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 41 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 82 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 89 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 34 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 246 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 14383 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 161992 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 177752 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 174582 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 113438 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 642147 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 41 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 82 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 89 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 34 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 246 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99970 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99970 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 705646 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 58902 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 167536 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 183318 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 178294 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 117596 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 705646 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 58943 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 167618 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 183407 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 178328 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 117596 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 705892 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE 941 INSURANCE 258 BOTTLED WATER - TEACHERS 787 BULLETIN BOARD 35 CLASSROOM SUPPLIES 2,592 COMPUTER EXPENSE 179 FAMILY NIGHT 854 FIFTH GRADE FAREWELL 250 FRIDAY FOLDERS 585 GRANT COMMITTEE 11,395 HONARARY SERVICE AWARDS 208 HOSPITALITY 260 JUNIOR OLYMPICS 76 MEET THE MASTERS 2,531 MEMBERSHIP INCENTIVES 606 MISCELLANEOUS ASSEMBLIES 960 PBIS 2,000 PLAYGROUND EQUIPMENT 650 READING INTERVENTION 4,905 REFLECTIONS 165 SCIENCE & TECHNOLOGY 547 STUDENT PLANNERS 1,053 SUMMER READING PROGRAM 192 TAXES 60 TEACHER APPRECIATION 2,063 TEACHER HOSPITALITY 240 WORLDLY WISE BOOKS 2,564 GRADES 1-3 MUSIC PROGRAM 265 KINDERGARTEN PROMOTION 147 LIBRARY SUPPORT 87 RED RIBBON WEEK 27 CASH DRIVE 499 TOTAL 37,981 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TALIN BAGHJAJIAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9495891953 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-10-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WAGON WHEEL ELEMENTARY PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WAGO |
| ReturnHeader/Filer/EIN | 0 | 330759357 |
| ReturnHeader/Filer/PhoneNum | 0 | 9495891953 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 30912 BRIDLE PATH |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TRABUCO CANYON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 926795360 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 953154083 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | AMY ACCOUNTANCY CORPORATION |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 801 N PARKCENTER DR STE 110 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SANTA ANA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 927053599 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7145476491 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-10-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CHRISTOPHER L AMY |
| ReturnHeader/ReturnTs | 0 | 2021-10-28T18:15:30-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | TALIN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | BAGHJAJIAN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $107,465
- Liabilities
- -
- Net assets
- $107,465
- Revenue
- $56,098
- Expenses
- $38,581
- Net income
- $17,517