Civic Intelligence

Joseph H Wardlaw Elementary PTA

EIN 68-0261566 • 501(c)3 • Vallejo, CA

990-N Coverage

Profile

Pta fundraising for school

1698 Oakwood AveVallejo, CA 94591
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

84th percentile

42%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-87%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$7,411

Up $2,175 (+42%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$12,647

Up $3,410 (+37%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Down

$18,688

Down $121,088 (-87%) from 2020

Expenses

Down

$11,277

Down $123,263 (-92%) from 2020

Net Income

Up

$7,411

Up $2,175 (+42%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2015: $10,683Net Assets 2015: $10,6832015Assets 2016: $17,719Net Assets 2016: $17,7192016Assets 2017: $0Net Assets 2017: $7,4742017Assets 2018: $3,103Net Assets 2018: $10,5772018Assets 2020: $5,236Net Assets 2020: $9,2372020Assets 2021: $7,411Net Assets 2021: $12,6472021

Highlighted filing

2021

Assets$7,411
Liabilities-
Net Assets$12,647
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $60,792Expenses 2015: $57,707Net Income 2015: $3,0852015Revenue 2016: $57,192Expenses 2016: $50,156Net Income 2016: $7,0362016Revenue 2017: $57,163Expenses 2017: $67,408Net Income 2017: -$10,2452017Revenue 2018: $60,943Expenses 2018: $57,840Net Income 2018: $3,1032018Revenue 2020: $139,776Expenses 2020: $134,540Net Income 2020: $5,2362020Revenue 2021: $18,688Expenses 2021: $11,277Net Income 2021: $7,4112021

Highlighted filing

2021

Revenue$18,688
Expenses$11,277
Net Income$7,411
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,411
Liabilities
-
Net assets
$12,647
Revenue
$18,688
Expenses
$11,277
Net income
$7,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.13$0.19$0.11$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.09$1.40$1.35$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.11$0.61$0.58$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.07$0.57$0.67$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.57$0.50$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.11$0.61$0.58$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$18,688
Mission and Program Overview

Mission

Pta fundraising for school

Program Services

DescriptionGrantsExpenses
bake sales through otis spunkmeyer yearbook sales for student body--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARINA CABRALTreasurerPT$0--
NANETTE ASIOOfficerPT$0--
JANET LUCASOfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Joseph H Wardlaw Elementary Pta
EIN
68-0261566
Phone
7077313278
Address
1698 OAKWOOD AVE, VALLEJO, CA 94591

Signing Officer

Name
Charina Cabral
Title
Treasurer
Phone
7077313278
Signed
2021-11-01
Discuss with paid preparer
No

Preparer

Firm
Keegans Tax and Financial Services
Address
1610 TENNESSEE ST, VALLEJO, CA 94590
Preparer
Elena N Bishop
Phone
7076492579
Supplemental Narrative

Additional Explanations

Part I, line 16

“Description: TEACHER REIMBURSEMENTS Amount: 732”

Part I, line 16

“Description: TEACHER APPRECIATION Amount: 1211”

Part I, line 16

“Description: YEARBOOK PAYMENT Amount: 1619”

Part I, line 16

“Description: TAX PREP Amount: 425”

Part I, line 16

“Description: WARDLAW FOLDERS Amount: 1860”

Part I, line 16

“Description: BOOSTER Amount: 5053”

Part I, line 16

“Description: INSURANCE TAXES Amount: 258”

Part I, line 16

“Description: BANK CHARGES Amount: 119”

Raw XML Appendix139 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/BusinessName/BusinessNameLine1Txt0NANETTE ASIO
IRS990EZ/BooksInCareOfDetail/PhoneNum07073731233
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01610 TENNESSEE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094591
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05236
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07411
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018688
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07411
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05236
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07411
IRS990EZ/GrossReceiptsAmt018688
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05236
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012647
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05236
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07411
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANETTE ASIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANET LUCAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OFFICER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011277
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA FUNDRAISING FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0bake sales through otis spunkmeyer yearbook sales for student body
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011277
IRS990EZ/TotalRevenueAmt018688
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleE/ComplianceWithRevProc7550Ind0false
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: TEACHER REIMBURSEMENTS Amount: 732
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: TEACHER APPRECIATION Amount: 1211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: YEARBOOK PAYMENT Amount: 1619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: TAX PREP Amount: 425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: WARDLAW FOLDERS Amount: 1860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: BOOSTER Amount: 5053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: INSURANCE TAXES Amount: 258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: BANK CHARGES Amount: 119
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARINA CABRAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07077313278
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH H WARDLAW ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0680261566
ReturnHeader/Filer/PhoneNum07077313278
ReturnHeader/Filer/USAddress/AddressLine1Txt01698 OAKWOOD AVE
ReturnHeader/Filer/USAddress/CityNm0VALLEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094591
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453646624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEEGANS TAX AND FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01610 TENNESSEE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VALLEJO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094590
ReturnHeader/PreparerPersonGrp/PhoneNum07076492579
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELENA N BISHOP
ReturnHeader/ReturnTs02021-11-16T11:43:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CABRAL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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