Civic Intelligence

Waverly Ptc

990EZ • Fiscal year 2017 • EIN 46-0896879

Jul 01, 2016 to Jun 30, 2017 • Filed on Jun 19, 2018

Organization ProfileN/A
3507 Wilmarth RoadStockton, CA 95215

(925) 518-4999

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-7.8%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$5,275

Down $2,035 (-28%) from 2016

Net Assets

Down

$5,275

Down $2,035 (-28%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin26th percentile

Revenue

Down

$26,175

Down $6,602 (-20%) from 2016

Expenses

Down

$28,210

Down $14,047 (-33%) from 2016

Net Income

Up

-$2,035

Up $7,445 (+79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2012: $18,716Liabilities 2012: $02012Assets 2013: $23,563Liabilities 2013: $02013Assets 2014: $24,675Liabilities 2014: $0Net Assets 2014: $24,6752014Assets 2015: $16,790Liabilities 2015: $0Net Assets 2015: $16,7902015Assets 2016: $7,310Liabilities 2016: $0Net Assets 2016: $7,3102016Assets 2017: $5,275Liabilities 2017: $0Net Assets 2017: $5,2752017Assets 2018: $18,225Net Assets 2018: $18,2252018Assets 2019: $16,914Net Assets 2019: $16,9142019Assets 2020: $17,009Net Assets 2020: $17,0092020Assets 2021: $13,449Net Assets 2021: $13,4492021Assets 2022: $7,010Net Assets 2022: $7,0102022Assets 2023: $5,419Net Assets 2023: $5,4192023Assets 2024: $10,846Net Assets 2024: $10,8462024Assets 2025: $14,152Net Assets 2025: $14,1522025

Highlighted filing

2017

Assets$5,275
Liabilities$0
Net Assets$5,275
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2012: $28,316Expenses 2012: $30,949Net Income 2012: -$2,6332012Revenue 2013: $28,866Expenses 2013: $24,019Net Income 2013: $4,8472013Revenue 2014: $26,499Expenses 2014: $25,387Net Income 2014: $1,1122014Revenue 2015: $26,795Expenses 2015: $34,680Net Income 2015: -$7,8852015Revenue 2016: $32,777Expenses 2016: $42,257Net Income 2016: -$9,4802016Revenue 2017: $26,175Expenses 2017: $28,210Net Income 2017: -$2,0352017Revenue 2018: $34,891Expenses 2018: $21,941Net Income 2018: $12,9502018Revenue 2019: $33,450Expenses 2019: $34,761Net Income 2019: -$1,3112019Revenue 2020: $24,242Expenses 2020: $24,147Net Income 2020: $952020Revenue 2021: $5,222Expenses 2021: $8,782Net Income 2021: -$3,5602021Revenue 2022: $5,416Expenses 2022: $11,855Net Income 2022: -$6,4392022Revenue 2023: $7,215Expenses 2023: $8,806Net Income 2023: -$1,5912023Revenue 2024: $15,493Expenses 2024: $10,066Net Income 2024: $5,4272024Revenue 2025: $6,070Expenses 2025: $2,764Net Income 2025: $3,3062025

Highlighted filing

2017

Revenue$26,175
Expenses$28,210
Net Income-$2,035
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jun 19, 2018
Return Version
2016v3.0
Gross Receipts
$70,948
Mission and Program Overview

Mission

Parent-teacher-student association/child advocacy

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$20,719$28,210
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA RUGANIPresidentPT$0--
LISA COUSSONSVice President-$0--
LUPE CELLITreasurer-$0--
JANELLE FLEMINGSecretary-$0--
CYNDE RHYNEFinancial Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$40,133$40,133$6,693$33,440
Cookie Dough$6,590$6,590$2,335$4,255
Total Events$70,062$70,062$44,773$25,289
Filing and Contact Details

Filer

Filer Name
Waverly Ptc
EIN
46-0896879
Phone
9255184999
Address
3507 WILMARTH ROAD, STOCKTON, CA 95215

Signing Officer

Name
Lisa Coussons
Title
Current Treasurer
Phone
9255184999
Signed
2018-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Iacopi Lenz & Company
Address
3031 W MARCH LANE SUITE 300E, STOCKTON, CA 95219
Preparer
Kathleen Solari
Phone
2099573691
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: educational field trips . Grantee name: waverly elementary school. Grantee address: 3507 wilmarth rd stockton, ca 95215. Grantee relationship: school. Property description: funds for educational field trips - science camp. Amount given: 8,618.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: carnival. Grantee name: waverly elementary school. Grantee address: 3507 wilmarth rd stockton, ca 95215. Grantee relationship: school. Property description: funds for carnival. Amount given: 4,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: educational supplies. Grantee name: waverly elementary school. Grantee address: 3507 wilmarth rd stockton, ca 95215. Grantee relationship: school district. Property description: funds for student & teacher supplies. Amount given: 5,848.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: 8th grade promotion. Grantee name: waverly elementary school. Grantee address: 3507 wilmarth rd stockton, ca 95215. Grantee relationship: school. Property description: funds for promotion. Amount given: 2,253. Total included on form 990-ez, line 10: 20,719.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filing fees. Amount: 65. Description: school programs expense. Amount: 5,782. Description: insurance expense. Amount: 255. Description: office supplies. Amount: 183. Description: miscellaneous operating expenses. Amount: 506. Description: bank fees and returned checks. Amount: 400. Total to form 990-ez, line 16: 7,191.”

Raw XML Appendix206 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07191
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER-STUDENT ASSOCIATION/CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020719
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt025289
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02343
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013390
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt070062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt073270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0324951
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/OtherIncome509Grp/TotalAmt029
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070948
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0338370
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0550
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0550
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08500
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08500
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023339
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040133
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06693
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02335
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05667
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: EDUCATIONAL FIELD TRIPS . GRANTEE NAME: WAVERLY ELEMENTARY SCHOOL. GRANTEE ADDRESS: 3507 WILMARTH RD STOCKTON, CA 95215. GRANTEE RELATIONSHIP: SCHOOL. PROPERTY DESCRIPTION: FUNDS FOR EDUCATIONAL FIELD TRIPS - SCIENCE CAMP. AMOUNT GIVEN: 8,618.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CARNIVAL. GRANTEE NAME: WAVERLY ELEMENTARY SCHOOL. GRANTEE ADDRESS: 3507 WILMARTH RD STOCKTON, CA 95215. GRANTEE RELATIONSHIP: SCHOOL. PROPERTY DESCRIPTION: FUNDS FOR CARNIVAL. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATIONAL SUPPLIES. GRANTEE NAME: WAVERLY ELEMENTARY SCHOOL. GRANTEE ADDRESS: 3507 WILMARTH RD STOCKTON, CA 95215. GRANTEE RELATIONSHIP: SCHOOL DISTRICT. PROPERTY DESCRIPTION: FUNDS FOR STUDENT & TEACHER SUPPLIES. AMOUNT GIVEN: 5,848.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: 8TH GRADE PROMOTION. GRANTEE NAME: WAVERLY ELEMENTARY SCHOOL. GRANTEE ADDRESS: 3507 WILMARTH RD STOCKTON, CA 95215. GRANTEE RELATIONSHIP: SCHOOL. PROPERTY DESCRIPTION: FUNDS FOR PROMOTION. AMOUNT GIVEN: 2,253. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 20,719.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: FILING FEES. AMOUNT: 65. DESCRIPTION: SCHOOL PROGRAMS EXPENSE. AMOUNT: 5,782. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 255. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 183. DESCRIPTION: MISCELLANEOUS OPERATING EXPENSES. AMOUNT: 506. DESCRIPTION: BANK FEES AND RETURNED CHECKS. AMOUNT: 400. TOTAL TO FORM 990-EZ, LINE 16: 7,191.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA COUSSONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09255184999
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLY PTC
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0460896879
ReturnHeader/Filer/PhoneNum09255184999
ReturnHeader/Filer/USAddress/AddressLine1Txt03507 WILMARTH ROAD
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A94C17A06490C755EB084D846635E7541569A6D8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026BE18E1ABFFBACEADB27630BB20A35DE007BCB2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.109.237
ReturnHeader/FilingSecurityInformation/IPDt02018-06-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:41:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942517281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IACOPI LENZ & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03031 W MARCH LANE SUITE 300E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02099573691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN SOLARI
ReturnHeader/ReturnTs02018-06-21T11:22:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,275
Liabilities
$0
Net assets
$5,275
Revenue
$26,175
Expenses
$28,210
Net income
-$2,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.2$14.2$6.07$2.76$3.31
2024Detailed filing. Detailed filing data is available for this year.$10.8$10.8$15.5$10.1$5.43
2023Detailed filing. Detailed filing data is available for this year.$5.42$5.42$7.22$8.81$1.59
2022Detailed filing. Detailed filing data is available for this year.$7.01$7.01$5.42$11.9$6.44
2021Detailed filing. Detailed filing data is available for this year.$13.4$13.4$5.22$8.78$3.56
2020Detailed filing. Detailed filing data is available for this year.$17.0$17.0$24.2$24.1$0.10
2019Detailed filing. Detailed filing data is available for this year.$16.9$16.9$33.5$34.8$1.31
2018Detailed filing. Detailed filing data is available for this year.$18.2$18.2$34.9$21.9$13.0
2017Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$26.2$28.2$2.04
2016Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$32.8$42.3$9.48
2015Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$26.8$34.7$7.89
2014Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$26.5$25.4$1.11
2013Summary only. Only limited summary data is available for this year.$23.6$0.00$28.9$24.0$4.85
2012Summary only. Only limited summary data is available for this year.$18.7$0.00$28.3$30.9$2.63