Civic Intelligence

Wagon Wheel Elementary PTA

990 • Fiscal year 2024 • EIN 33-0759357

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

30th percentile

-6.7%

Higher net margin than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-5.4%

Faster asset growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$163,092

Down $9,336 (-5.4%) from 2023

Net Assets

Down

$163,092

Down $9,336 (-5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin30th percentile

Revenue

Down

$138,352

Down $17,610 (-11%) from 2023

Expenses

Up

$147,688

Up $21,246 (+17%) from 2023

Net Income

Down

-$9,336

Down $38,856 (-132%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2024

Assets$163,092
Liabilities$0
Net Assets$163,092
Open 2024 Filing

Operations Trend

Revenue Growth33rd 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

2024

Revenue$138,352
Expenses$147,688
Net Income-$9,336
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$215,377
Mission and Program Overview

Mission

Student support/education & enrichment

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$172,428$163,092▼ $9,336
Savings and Temporary Cash Investments$164,221$159,819▼ $4,402
Cash and Non-Interest-Bearing Accounts$8,207$3,273▼ $4,934
Total Assets$172,428$163,092▼ $9,336
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$172,428$163,092▼ $9,336
Total Liabilities and Net Assets / Fund Balance$172,428$163,092▼ $9,336
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Samantha PinedoPresident
Lauren StofleFinancial Se
Amanda LenarzPast Preside
Samantha PinedoPast Vice Pr
Lora WesolowskiRecording Se
Tiffany ClarkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,710
Investment Income
$77
Other Revenue
$134,565
Change in Net Assets
$-9,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,688
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$41,945$3,016-$44,961
Other Expenses$7,882--$7,882
Office Expenses-$1,296-$1,296
Fees for Services Accounting-$700-$700
Insurance-$282-$282
Total Functional Expenses$142,394$5,294$0$147,688
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$211,590
Fundraising Direct Expenses$77,025
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$146,749$146,749$20,961$125,788
Spring Musical$28,009$28,009$22,146$5,863
Total Events$209,010$209,010$74,448$134,562
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
Samantha Pinedo
Title
President
Phone
9495891953
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samantha Pinedo
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

“Pbis 5,657 0 0 classroom supplies 5,069 0 0 worldly wise books 3,270 0 0 campus security 3,251 0 0 reading intervention 3,118 0 0 teacher appreciation 2,899 0 0 classroom technology 2,793 0 0 field trips 2,535 0 0 art room furn & supplies 2,426 0 0 membership incentives 0 1,861 0 fish tank maintenance 1,487 0 0 student planners 1,281 0 0 bottled water - teachers 1,203 0 0 science camp 1,000 0 0 playground equipment 986 0 0 moms and muffins 974 0 0 dads and donuts 783 0 0 teacher hospitality 677 0 0 staff development 469 0 0 subscriptions 0 381 0 reflections 277 0 0 trunk or treat 274 0 0 fifth grade farewell 250 0 0 orientation-new families 241 0 0 summer learning program 229 0 0 hospitality 0 213 0 honarary service awards 0 200 0 computer expense 0 179 0 kindergarten promotion 178 0 0 junior olympics 144 0 0 bulletin boards 143 0 0 literacy week 116 0 0 community outreach 0 107 0 safety & emergency 87 0 0 taxes 0 75 0 teacher of the year 55 0 0 student council 50 0 0 red ribbon week 23 0 0 total 41,945 3,016 0”

Raw XML Appendix326 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/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PBIS 5,657 0 0 CLASSROOM SUPPLIES 5,069 0 0 WORLDLY WISE BOOKS 3,270 0 0 CAMPUS SECURITY 3,251 0 0 READING INTERVENTION 3,118 0 0 TEACHER APPRECIATION 2,899 0 0 CLASSROOM TECHNOLOGY 2,793 0 0 FIELD TRIPS 2,535 0 0 ART ROOM FURN & SUPPLIES 2,426 0 0 MEMBERSHIP INCENTIVES 0 1,861 0 FISH TANK MAINTENANCE 1,487 0 0 STUDENT PLANNERS 1,281 0 0 BOTTLED WATER - TEACHERS 1,203 0 0 SCIENCE CAMP 1,000 0 0 PLAYGROUND EQUIPMENT 986 0 0 MOMS AND MUFFINS 974 0 0 DADS AND DONUTS 783 0 0 TEACHER HOSPITALITY 677 0 0 STAFF DEVELOPMENT 469 0 0 SUBSCRIPTIONS 0 381 0 REFLECTIONS 277 0 0 TRUNK OR TREAT 274 0 0 FIFTH GRADE FAREWELL 250 0 0 ORIENTATION-NEW FAMILIES 241 0 0 SUMMER LEARNING PROGRAM 229 0 0 HOSPITALITY 0 213 0 HONARARY SERVICE AWARDS 0 200 0 COMPUTER EXPENSE 0 179 0 KINDERGARTEN PROMOTION 178 0 0 JUNIOR OLYMPICS 144 0 0 BULLETIN BOARDS 143 0 0 LITERACY WEEK 116 0 0 COMMUNITY OUTREACH 0 107 0 SAFETY & EMERGENCY 87 0 0 TAXES 0 75 0 TEACHER OF THE YEAR 55 0 0 STUDENT COUNCIL 50 0 0 RED RIBBON WEEK 23 0 0 TOTAL 41,945 3,016 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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0172428
IRS990/TotalAssetsEOYAmt0163092
IRS990/TotalAssetsGrp/BOYAmt0172428
IRS990/TotalAssetsGrp/EOYAmt0163092
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05294
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142394
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147688
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0172428
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0163092
IRS990/TotalProgramServiceExpensesAmt0142394
IRS990/TotalProgramServiceRevenueAmt03710
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03787
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138352
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0172428
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0163092
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt030912 BRIDLE PATH
IRS990/USAddress/CityNm0TRABUCO CANYON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0926795360
IRS990/VotingMembersGoverningBodyCnt0248
IRS990/VotingMembersIndependentCnt0243
IRS990/WebsiteAddressTxt0WWW.WAGONWHEELPTA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA PINEDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495891953
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAGON WHEEL ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WAGO
ReturnHeader/Filer/EIN0330759357
ReturnHeader/Filer/PhoneNum09495891953
ReturnHeader/Filer/USAddress/AddressLine1Txt030912 BRIDLE PATH
ReturnHeader/Filer/USAddress/CityNm0TRABUCO CANYON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926795360
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953154083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMY ACCOUNTANCY CORPORATION
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/PreparationDt02024-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER L AMY
ReturnHeader/ReturnTs02024-11-18T17:19:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,092
Liabilities
$0
Net assets
$163,092
Revenue
$138,352
Expenses
$147,688
Net income
-$9,336
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