Civic Intelligence

Waverly Ptc

990EZ • Fiscal year 2020 • EIN 46-0896879

Jul 01, 2019 to Jun 30, 2020 • 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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

42nd percentile

0.4%

Higher net margin than 42% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

45th percentile

0.6%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-28%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,009

Up $95 (+0.6%) from 2019

Net Assets

Up

$17,009

Up $95 (+0.6%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Down

$24,242

Down $9,208 (-28%) from 2019

Expenses

Down

$24,147

Down $10,614 (-31%) from 2019

Net Income

Up

$95

Up $1,406 (+107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2020

Assets$17,009
Liabilities-
Net Assets$17,009
Open 2020 Filing

Operations Trend

Revenue Growth37th 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

2020

Revenue$24,242
Expenses$24,147
Net Income$95
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 14, 2021
Return Version
2019v5.0
Gross Receipts
$62,792
Mission and Program Overview

Mission

Parent-teacher-student association/child advocacy

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$24,147-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAQUEL LUCCAPresidentPT$0--
ROSA ALVAREZVice President-$0--
LISA COUSSONSSecretary-$0--
JANELLE FLEMINGTreasurer-$0--
SHAYLA REYNAFinancial Secre-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Crab Feed$38,526$38,526$23,798$14,728
Sees Candy$9,687$9,687$7,422$2,265
Total Events$48,213$48,213$31,220$16,993
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 $19671”

Other Expenses.2

“SUPPLIES $76”

Other Expenses.3

“BANK FEES $30”

Raw XML Appendix172 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/PersonNm0LISA COUSSONS
IRS990EZ/BooksInCareOfDetail/PhoneNum02099310735
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03507 WILMARTH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016914
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt095
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016914
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IRS990EZ/FundraisingGrossIncomeAmt062097
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03565
IRS990EZ/GrossReceiptsAmt062792
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0695
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016914
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017009
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016914
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017009
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAQUEL LUCCA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROSA ALVAREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA COUSSONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANELLE FLEMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHAYLA REYNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Secre
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020032
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER-STUDENT ASSOCIATION/CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024147
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt038550
IRS990EZ/SpecialEventsNetIncomeLossAmt023547
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024147
IRS990EZ/TotalProgramServiceExpensesAmt024147
IRS990EZ/TotalRevenueAmt024242
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0695
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04299
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062097
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt080743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0371507
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0375806
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086464
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt081625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073977
IRS990ScheduleA/Total509Grp/TotalAmt0375806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070948
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073978
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0375807
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031220
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CRAB FEED
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SEES CANDY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt048213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048213
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016993
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031220
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023798
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL PROGRAMS EXPENSES $19671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
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/ReturnTs02021-12-14T10:36:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,009
Liabilities
-
Net assets
$17,009
Revenue
$24,242
Expenses
$24,147
Net income
$95
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