Civic Intelligence

Wagon Wheel Elementary PTA

990EZ • Fiscal year 2022 • EIN 33-0759357

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 31, 2022

30912 Bridle PathTrabuco Canyon, CA 92679-5360

(949) 589-1953

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$142,908

Up $35,443 (+33%) from 2021

Net Assets

Up

$142,908

Up $35,443 (+33%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$151,289

Up $95,191 (+170%) from 2021

Expenses

Up

$115,846

Up $77,265 (+200%) from 2021

Net Income

Up

$35,443

Up $17,926 (+102%) from 2021

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

2022

Assets$142,908
Liabilities-
Net Assets$142,908

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

2022

Revenue$151,289
Expenses$115,846
Net Income$35,443
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 31, 2022
Return Version
2021v4.0
Gross Receipts
$180,831
Mission and Program Overview

Mission

Student support/education & enrichment

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/EDUCATION & ENRICHMENT-$112,353
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMANDA LENARZPresident-$0--
MEGAN JENSENVice Preside-$0--
KRISTEN SCOTTTreasurer-$0--
BECKY BENEFIELDFinancial Se-$0--
LAUREN STOFLERecording Se-$0--
TALIN BAGHJAJIANPast Preside-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$127,164$127,164$17,469$109,695
Musical Spring$20,532$20,532-$20,532
Total Events$155,197$155,197$24,174$131,023
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
Amanda Lenarz
Title
President
Phone
9495891953
Signed
2022-10-31
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 995 insurance 258 bottled water - teachers 982 campus beautification 4,074 classroom supplies 4,420 classroom technology 17,932 computer expense 179 dads and donuts 547 family night 252 fifth grade farewell 263 friday folders 572 grades 1-3 music program 39 grant committee 10,291 honarary service awards 195 hospitality 238 junior olympics 45 kindergarten promotion 195 meet the masters 7,054 membership incentives 1,003 miscellaneous assemblies 5,428 moms and muffins 858 mpr sound system 26,604 other expenses 63 pbis 2,100 playground equipment 500 reading intervention 880 red ribbon week 27 science & technology 2,631 spring musical 17,065 staff development 978 student planners 1,176 summer reading program 341 taxes 25 teacher appreciation 1,539 teacher hospitality 249 touchless water filtr sys 2,321 worldly wise books 2,927 total 115,246

Raw XML Appendix176 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/ExplanationTxt0EXPENSES OFFICE 995 INSURANCE 258 BOTTLED WATER - TEACHERS 982 CAMPUS BEAUTIFICATION 4,074 CLASSROOM SUPPLIES 4,420 CLASSROOM TECHNOLOGY 17,932 COMPUTER EXPENSE 179 DADS AND DONUTS 547 FAMILY NIGHT 252 FIFTH GRADE FAREWELL 263 FRIDAY FOLDERS 572 GRADES 1-3 MUSIC PROGRAM 39 GRANT COMMITTEE 10,291 HONARARY SERVICE AWARDS 195 HOSPITALITY 238 JUNIOR OLYMPICS 45 KINDERGARTEN PROMOTION 195 MEET THE MASTERS 7,054 MEMBERSHIP INCENTIVES 1,003 MISCELLANEOUS ASSEMBLIES 5,428 MOMS AND MUFFINS 858 MPR SOUND SYSTEM 26,604 OTHER EXPENSES 63 PBIS 2,100 PLAYGROUND EQUIPMENT 500 READING INTERVENTION 880 RED RIBBON WEEK 27 SCIENCE & TECHNOLOGY 2,631 SPRING MUSICAL 17,065 STAFF DEVELOPMENT 978 STUDENT PLANNERS 1,176 SUMMER READING PROGRAM 341 TAXES 25 TEACHER APPRECIATION 1,539 TEACHER HOSPITALITY 249 TOUCHLESS WATER FILTR SYS 2,321 WORLDLY WISE BOOKS 2,927 TOTAL 115,246
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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