Civic Intelligence

Wagon Wheel Elementary PTA

990 • Fiscal year 2023 • EIN 33-0759357

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 09, 2023

Organization ProfileWWW.WAGONWHEELPTA.COM
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

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

3.1%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$172,428

Up $29,520 (+21%) from 2022

Net Assets

Up

$172,428

Up $29,520 (+21%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

Up

$155,962

Up $4,673 (+3.1%) from 2022

Expenses

Up

$126,442

Up $10,596 (+9.1%) from 2022

Net Income

Down

$29,520

Down $5,923 (-17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

2023

Assets$172,428
Liabilities$0
Net Assets$172,428
Open 2023 Filing

Operations Trend

Revenue Growth48th percentile

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

2023

Revenue$155,962
Expenses$126,442
Net Income$29,520
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$222,360
Mission and Program Overview

Mission

Student support/education & enrichment

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$142,908$172,428▲ $29,520
Savings and Temporary Cash Investments$138,426$164,221▲ $25,795
Cash and Non-Interest-Bearing Accounts$4,482$8,207▲ $3,725
Total Assets$142,908$172,428▲ $29,520
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$142,908$172,428▲ $29,520
Total Liabilities and Net Assets / Fund Balance$142,908$172,428▲ $29,520
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Amanda LenarzPresident
Lauren StofleFinancial Se
Lora WesolowskiRecording Se
Tiffany ClarkTreasurer
Samantha PinedoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$593
Program Service Revenue
$3,571
Investment Income
$70
Other Revenue
$151,728
Change in Net Assets
$29,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,442
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$49,616$1,409-$51,025
Other Expenses$8,357--$8,357
Office Expenses-$1,000-$1,000
Fees for Services Accounting-$600-$600
Insurance-$272-$272
Total Functional Expenses$123,161$3,281$0$126,442
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$218,126
Fundraising Direct Expenses$66,398
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$156,958$156,958$20,769$136,189
Spring Musical$26,122$26,122$21,504$4,618
Total Events$192,801$192,801$51,179$141,622
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

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
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Lenarz
Formed
1997
Legal Domicile
CA
Voting Board Members
248
Independent Board Members
243
Employees
0

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, Part IX, Line 24E

“Meet the masters 7,975 0 0 campus security 4,790 0 0 pbis 4,500 0 0 family night 4,280 0 0 classroom supplies 4,245 0 0 reading intervention 3,812 0 0 worldly wise books 2,807 0 0 field trips 2,090 0 0 staff development 1,915 0 0 teacher appreciation 1,490 0 0 science & technology 1,395 0 0 student planners 1,234 0 0 science camp 1,000 0 0 playground equipment 948 0 0 bottled water - teachers 925 0 0 moms and muffins 827 0 0 friday folders 700 0 0 library support 649 0 0 fish tank maintenance 635 0 0 dads and donuts 624 0 0 campus beautification 500 0 0 membership incentives 0 394 0 hospitality 0 373 0 bulletin boards 313 0 0 teacher hospitality 307 0 0 subscriptions 0 270 0 fifth grade farewell 250 0 0 literacy week 231 0 0 summer reading program 205 0 0 ice cream social 200 0 0 kindergarten promotion 185 0 0 computer expense 0 179 0 trunk or treat 170 0 0 orientation-new families 159 0 0 honarary service awards 0 118 0 junior olympics 114 0 0 reflections 111 0 0 taxes 0 75 0 spring raffle 30 0 0 total 49,616 1,409 0”

Raw XML Appendix330 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/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEET THE MASTERS 7,975 0 0 CAMPUS SECURITY 4,790 0 0 PBIS 4,500 0 0 FAMILY NIGHT 4,280 0 0 CLASSROOM SUPPLIES 4,245 0 0 READING INTERVENTION 3,812 0 0 WORLDLY WISE BOOKS 2,807 0 0 FIELD TRIPS 2,090 0 0 STAFF DEVELOPMENT 1,915 0 0 TEACHER APPRECIATION 1,490 0 0 SCIENCE & TECHNOLOGY 1,395 0 0 STUDENT PLANNERS 1,234 0 0 SCIENCE CAMP 1,000 0 0 PLAYGROUND EQUIPMENT 948 0 0 BOTTLED WATER - TEACHERS 925 0 0 MOMS AND MUFFINS 827 0 0 FRIDAY FOLDERS 700 0 0 LIBRARY SUPPORT 649 0 0 FISH TANK MAINTENANCE 635 0 0 DADS AND DONUTS 624 0 0 CAMPUS BEAUTIFICATION 500 0 0 MEMBERSHIP INCENTIVES 0 394 0 HOSPITALITY 0 373 0 BULLETIN BOARDS 313 0 0 TEACHER HOSPITALITY 307 0 0 SUBSCRIPTIONS 0 270 0 FIFTH GRADE FAREWELL 250 0 0 LITERACY WEEK 231 0 0 SUMMER READING PROGRAM 205 0 0 ICE CREAM SOCIAL 200 0 0 KINDERGARTEN PROMOTION 185 0 0 COMPUTER EXPENSE 0 179 0 TRUNK OR TREAT 170 0 0 ORIENTATION-NEW FAMILIES 159 0 0 HONARARY SERVICE AWARDS 0 118 0 JUNIOR OLYMPICS 114 0 0 REFLECTIONS 111 0 0 TAXES 0 75 0 SPRING RAFFLE 30 0 0 TOTAL 49,616 1,409 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/VotingMembersIndependentCnt0243
IRS990/WebsiteAddressTxt0WWW.WAGONWHEELPTA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA LENARZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495891953
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
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ReturnHeader/Filer/BusinessNameControlTxt0WAGO
ReturnHeader/Filer/EIN0330759357
ReturnHeader/Filer/PhoneNum09495891953
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 N PARKCENTER DR STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0927053599
ReturnHeader/PreparerPersonGrp/PhoneNum07145476491
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L AMY
ReturnHeader/ReturnTs02023-11-13T17:21:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMANDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LENARZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,428
Liabilities
$0
Net assets
$172,428
Revenue
$155,962
Expenses
$126,442
Net income
$29,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.15$1.29$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.38$1.48$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.56$1.26$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.51$1.16$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.56$0.39$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.90$1.14$1.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.95$1.33$1.93$0.60
2018Detailed filing. Detailed filing data is available for this year.$1.55$1.55$1.22$0.68$0.54
2017Detailed filing. Detailed filing data is available for this year.$1.01$1.01$1.18$0.94$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.03$0.91$0.13