Civic Intelligence

Joseph H Wardlaw Elementary PTA

990EZ • Fiscal year 2016 • EIN 68-0261566

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

87th percentile

66%

Faster asset growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-5.9%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,719

Up $7,036 (+66%) from 2015

Net Assets

Up

$17,719

Up $7,036 (+66%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Down

$57,192

Down $3,600 (-5.9%) from 2015

Expenses

Down

$50,156

Down $7,551 (-13%) from 2015

Net Income

Up

$7,036

Up $3,951 (+128%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2016

Assets$17,719
Liabilities-
Net Assets$17,719
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

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

2016

Revenue$57,192
Expenses$50,156
Net Income$7,036
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$57,192
Mission and Program Overview

Mission

Pta fundraising for school

Program Services

DescriptionGrantsExpenses
PROVIDED READING MATERIAL FOR THE 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
2016-11-14
Discuss with paid preparer
No

Preparer

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

Additional Explanations

Part I, line 16

“Description: PTA INSURANCE Amount: 786”

Part I, line 16

“Description: TEACHER REIMBURSEMENTS Amount: 2557”

Part I, line 16

“Description: WARDLAW TSHIRTS Amount: 1781”

Part I, line 16

“Description: TEACHER APPRECIATION Amount: 902”

Part I, line 16

“Description: SAFETY PATROL SHIRTS Amount: 390”

Part I, line 16

“Description: 5TH GRADE PROMOTION Amount: 1834”

Part I, line 16

“Description: SUPPLIES Amount: 38”

Part I, line 16

“Description: HOSPITALITY Amount: 387”

Part I, line 16

“Description: CLASSROOM CARPET Amount: 416”

Part I, line 16

“Description: YEARBOOK PAYMENT Amount: 5201”

Part I, line 16

“Description: GATEWAY FUNDRAISING Amount: 23903”

Part I, line 16

“Description: SCHOLASTIC BOOK FAIR Amount: 6232”

Part I, line 16

“Description: READING SUPPLEMENT Amount: 1404”

Part I, line 16

“Description: LOCKDOWN SUPPLIES Amount: 562”

Part I, line 16

“Description: TAX PREP Amount: 400”

Part I, line 16

“Description: FUNDRAISER RETURNED CHECK CHARGES Amount: 830”

Part I, line 16

“Description: RFF REPORT FEE Amount: 25”

Part I, line 16

“Description: LHS WIZARDS FESTIVAL Amount: 2350”

Part I, line 16

“Description: FAMILY NIGHT Amount: 158”

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/PhoneNum07077313278
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02420 TENNESSEE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094591
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IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
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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/OtherExpensesTotalAmt050156
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA FUNDRAISING FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED READING MATERIAL FOR THE STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050156
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt057192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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/NondiscriminatoryPolicyStmtInd0false
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: PTA INSURANCE Amount: 786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: TEACHER REIMBURSEMENTS Amount: 2557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: WARDLAW TSHIRTS Amount: 1781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: TEACHER APPRECIATION Amount: 902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: SAFETY PATROL SHIRTS Amount: 390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: 5TH GRADE PROMOTION Amount: 1834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: SUPPLIES Amount: 38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: HOSPITALITY Amount: 387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: CLASSROOM CARPET Amount: 416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: YEARBOOK PAYMENT Amount: 5201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: GATEWAY FUNDRAISING Amount: 23903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description: SCHOLASTIC BOOK FAIR Amount: 6232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description: READING SUPPLEMENT Amount: 1404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description: LOCKDOWN SUPPLIES Amount: 562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description: TAX PREP Amount: 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description: FUNDRAISER RETURNED CHECK CHARGES Amount: 830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description: RFF REPORT FEE Amount: 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description: LHS WIZARDS FESTIVAL Amount: 2350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description: FAMILY NIGHT Amount: 158
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
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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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDRIA MODJESKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
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/PreparerPersonNm0ELENA BISHOP
ReturnHeader/ReturnTs02016-11-14T11:08:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,719
Liabilities
-
Net assets
$17,719
Revenue
$57,192
Expenses
$50,156
Net income
$7,036
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