Civic Intelligence

Waverly Ptc

990EZ • Fiscal year 2019 • EIN 46-0896879

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 14, 2021

Organization ProfileN/A
3507 Wilmarth RdStockton, CA 95215

(209) 931-0735

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

32nd percentile

-3.9%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-7.2%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

-4.1%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,914

Down $1,311 (-7.2%) from 2018

Net Assets

Down

$16,914

Down $1,311 (-7.2%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$33,450

Down $1,441 (-4.1%) from 2018

Expenses

Up

$34,761

Up $12,820 (+58%) from 2018

Net Income

Down

-$1,311

Down $14,261 (-110%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$16,914
Liabilities-
Net Assets$16,914
Open 2019 Filing

Operations Trend

Revenue Growth42nd 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

2019

Revenue$33,450
Expenses$34,761
Net Income-$1,311
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 14, 2021
Return Version
2018v3.1
Gross Receipts
$86,464
Mission and Program Overview

Mission

Parent-teacher-student association/child advocacy

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$34,761-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FERNANDO TRUJILLOPresidentPT$0--
LUPE CELLIVice President-$0--
LISA COUSSONSTreasurer-$0--
ROSA ALVAREZSecretary-$0--
KELLY HAROFinancial Secre-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$50,297$50,297$29,976$20,321
Sees Candy$9,837$9,837$7,626$2,211
Total Events$65,729$65,729$40,244$25,485
Filing and Contact Details

Filer

Filer Name
Waverly Ptc
EIN
46-0896879
Phone
2099310735
Address
3507 WILMARTH RD, STOCKTON, CA 95215

Signing Officer

Name
Lisa Coussons
Title
Secretary
Signed
2021-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Schwartz Giannini Lantsberger & Adamson
Address
3461 Brookside Road Suite E, Stockton, CA 95219
Preparer
Nikolas Torres
Phone
2094741084
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $255”

Other Expenses.1

“School programs expenses $25119”

Other Expenses.2

“TAXES/FEES $826”

Other Expenses.3

“BANK FEES $97”

Other Expenses.4

“SUPPLIES $19”

Raw XML Appendix178 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/PhoneNum02099310735
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03507 WILMARTH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018225
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt08445
IRS990EZ/GrossReceiptsAmt086464
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01129
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FERNANDO TRUJILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LUPE CELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA COUSSONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROSA ALVAREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KELLY HARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Secre
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt026316
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER-STUDENT ASSOCIATION/CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt034761
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt053014
IRS990EZ/SpecialEventsNetIncomeLossAmt032321
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034761
IRS990EZ/TotalProgramServiceExpensesAmt034761
IRS990EZ/TotalRevenueAmt033450
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010188
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt085335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt073270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0369791
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/OtherIncome509Grp/TotalAmt08
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0379979
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086464
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066965
IRS990ScheduleA/Total509Grp/TotalAmt0379979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066972
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0379987
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040244
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SEES CANDY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050297
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065729
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065729
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025485
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02642
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040244
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029976
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07626
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL PROGRAMS EXPENSES $25119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAXES/FEES $826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA COUSSONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAVERLY PTC
ReturnHeader/Filer/BusinessNameControlTxt0WAVE
ReturnHeader/Filer/EIN0460896879
ReturnHeader/Filer/PhoneNum02099310735
ReturnHeader/Filer/USAddress/AddressLine1Txt03507 WILMARTH RD
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680290029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schwartz Giannini Lantsberger & Adamson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03461 Brookside Road Suite E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stockton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094741084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nikolas Torres
ReturnHeader/ReturnTs02021-12-14T11:33:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,914
Liabilities
-
Net assets
$16,914
Revenue
$33,450
Expenses
$34,761
Net income
-$1,311
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