Civic Intelligence

Joseph H Wardlaw Elementary PTA

990EZ • Fiscal year 2015 • EIN 68-0261566

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

Organization Profile
1698 Oakwood AveVallejo, CA 94591

(707) 731-3278

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

54th percentile

5.1%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$10,683

No earlier filing loaded for comparison.

Net Assets

$10,683

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

$60,792

No earlier filing loaded for comparison.

Expenses

$57,707

No earlier filing loaded for comparison.

Net Income

$3,085

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2015

Assets$10,683
Liabilities-
Net Assets$10,683
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$60,792
Expenses$57,707
Net Income$3,085
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$60,792
Mission and Program Overview

Mission

Pta fundraising for school

Program Services

DescriptionGrantsExpenses
PROVIDE READING MATERIALS TO STUDENTS--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ENJOLI LOGGINSPresidentPT$0--
JENNIFER PERIERAVice PresidentPT$0--
ALNITA SIMPSONSecretaryPT$0--
ANDRIA MODJESKYTreasurerPT$0--
JULIE SPAULDINGHistorianPT$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
Andria Modjesky
Title
Treasurer
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Keegans Tax and Financial Services
Address
1610 TENNESSEE ST, VALLEJO, CA 94590
Preparer
William Keegan
Phone
7076492579
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“Joseph h wardlaw elementary pta”

Part I, line 16

“Description: PTA INSURANCE Amount: 873”

Part I, line 16

“Description: TEACHER REIMBURSEMENTS Amount: 2968”

Part I, line 16

“Description: WARDLAW FOLDER Amount: 873”

Part I, line 16

“Description: STAFF LUNCH Amount: 908”

Part I, line 16

“Description: SAFETY PATROL SHIRTS Amount: 312”

Part I, line 16

“Description: 5TH GRADE PROMOTION Amount: 1399”

Part I, line 16

“Description: AR READER 2014 TO 2015 Amount: 6389”

Part I, line 16

“Description: SUPPLIES Amount: 265”

Part I, line 16

“Description: ASSEMBLIES Amount: 2380”

Part I, line 16

“Description: JR SAFETY PATROL PROMOTION Amount: 43”

Part I, line 16

“Description: HOSPITALITY Amount: 680”

Part I, line 16

“Description: TAX PREPARATION Amount: 450”

Part I, line 16

“Description: EQUIPMENT Amount: 106”

Part I, line 16

“Description: 1ST GRADE READING SUPPLEMENT Amount: 621”

Part I, line 16

“Description: CLASSROOM CARPET Amount: 592”

Part I, line 16

“Description: YEARBOOK PAYMENT Amount: 4839”

Part I, line 16

“Description: YEARBOOK OVERPAYMENT Amount: 77”

Part I, line 16

“Description: LOCK BOX Amount: 146”

Part I, line 16

“Description: GATEWAY FUNDRAISING Amount: 28566”

Part I, line 16

“Description: SCHOLASTIC BOOK FAIR Amount: 5220”

Raw XML Appendix170 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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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANDRIA MODJESKY
IRS990EZ/BooksInCareOfDetail/PhoneNum07077313278
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02420 TENNESSEE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094591
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010683
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt059629
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03085
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt068390
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010683
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt060792
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt01163
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068390
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071475
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068390
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ENJOLI LOGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER PERIERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALNITA SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDRIA MODJESKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE SPAULDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt057707
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA FUNDRAISING FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE READING MATERIALS TO STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057707
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt060792
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOSEPH H WARDLAW ELEMENTARY PTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: PTA INSURANCE Amount: 873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: TEACHER REIMBURSEMENTS Amount: 2968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: WARDLAW FOLDER Amount: 873
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: STAFF LUNCH Amount: 908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: SAFETY PATROL SHIRTS Amount: 312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: 5TH GRADE PROMOTION Amount: 1399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: AR READER 2014 TO 2015 Amount: 6389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: SUPPLIES Amount: 265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: ASSEMBLIES Amount: 2380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: JR SAFETY PATROL PROMOTION Amount: 43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description: HOSPITALITY Amount: 680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description: TAX PREPARATION Amount: 450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description: EQUIPMENT Amount: 106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description: 1ST GRADE READING SUPPLEMENT Amount: 621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description: CLASSROOM CARPET Amount: 592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description: YEARBOOK PAYMENT Amount: 4839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description: YEARBOOK OVERPAYMENT Amount: 77
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description: LOCK BOX Amount: 146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description: GATEWAY FUNDRAISING Amount: 28566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description: SCHOLASTIC BOOK FAIR Amount: 5220
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Part I, line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDRIA MODJESKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
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/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/PreparerPersonNm0WILLIAM KEEGAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-13T11:02:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,683
Liabilities
-
Net assets
$10,683
Revenue
$60,792
Expenses
$57,707
Net income
$3,085
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