Civic Intelligence

Joseph H Wardlaw Elementary PTA

990EZ • Fiscal year 2017 • EIN 68-0261566

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 17, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$0

Down $17,719 (-100%) from 2016

Net Assets

Down

$7,474

Down $10,245 (-58%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$57,163

Down $29 (-0.1%) from 2016

Expenses

Up

$67,408

Up $17,252 (+34%) from 2016

Net Income

Down

-$10,245

Down $17,281 (-246%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$0
Liabilities-
Net Assets$7,474

Operations Trend

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

2017

Revenue$57,163
Expenses$67,408
Net Income-$10,245
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 17, 2017
Return Version
2016v3.0
Gross Receipts
$57,163
Mission and Program Overview

Mission

Pta fundraising for school

Program Services

DescriptionGrantsExpenses
reading programs--
Compensation and Service Providers

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
Phone
7077313278
Signed
2017-08-17
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

Form 990-ez, Part III

To help students achieve in reading programs.

Part I, line 16

Description: TEACHER REIMBURSEMENTS Amount: 2695

Part I, line 16

Description: WARDLAW TSHIRTS Amount: 4091

Part I, line 16

Description: TEACHER APPRECIATION Amount: 878

Part I, line 16

Description: SAFETY PATROL SHIRTS Amount: 526

Part I, line 16

Description: 5TH GRADE PROMOTION Amount: 683

Part I, line 16

Description: SUPPLIES Amount: 277

Part I, line 16

Description: HOSPITALITY Amount: 1550

Part I, line 16

Description: YEARBOOK PAYMENT Amount: 4382

Part I, line 16

Description: GATEWAY FUNDRAISING Amount: 23335

Part I, line 16

Description: SCHOLASTIC BOOK FAIR Amount: 5436

Part I, line 16

Description: READING SUPPLEMENT Amount: 15353

Part I, line 16

Description: LOCKDOWN SUPPLIES Amount: 368

Part I, line 16

Description: TAX PREP Amount: 435

Part I, line 16

Description: FUNDRAISER RETURNED CHECK CHARGES Amount: 70

Part I, line 16

Description: LHS WIZARDS FESTIVAL Amount: 2350

Part I, line 16

Description: FAMILY NIGHT Amount: 70

Part I, line 16

Description: WARDLAW FOLDERS Amount: 933

Part I, line 16

Description: SCIENCE LAB SUPPLIES Amount: 1029

Part I, line 16

Description: LEXIA PILOT PROGRAM Amount: 1650

Part I, line 16

Description: SNAKE TOILET Amount: 111

Part I, line 16

Description: POSTAGE Amount: 8

Part I, line 16

Description: 5TH GRADE TSHIRTS Amount: 1178

Raw XML Appendix190 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/PhoneNum07077313278
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094591
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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/OtherExpensesTotalAmt067408
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA FUNDRAISING FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0reading programs
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067408
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt057163
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/ExplanationTxt0To help students achieve in reading programs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: TEACHER REIMBURSEMENTS Amount: 2695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: WARDLAW TSHIRTS Amount: 4091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: TEACHER APPRECIATION Amount: 878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: SAFETY PATROL SHIRTS Amount: 526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: 5TH GRADE PROMOTION Amount: 683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: SUPPLIES Amount: 277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: HOSPITALITY Amount: 1550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: YEARBOOK PAYMENT Amount: 4382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: GATEWAY FUNDRAISING Amount: 23335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: SCHOLASTIC BOOK FAIR Amount: 5436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description: READING SUPPLEMENT Amount: 15353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description: LOCKDOWN SUPPLIES Amount: 368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description: TAX PREP Amount: 435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description: FUNDRAISER RETURNED CHECK CHARGES Amount: 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description: LHS WIZARDS FESTIVAL Amount: 2350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description: FAMILY NIGHT Amount: 70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description: WARDLAW FOLDERS Amount: 933
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description: SCIENCE LAB SUPPLIES Amount: 1029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description: LEXIA PILOT PROGRAM Amount: 1650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description: SNAKE TOILET Amount: 111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Description: POSTAGE Amount: 8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Description: 5TH GRADE TSHIRTS Amount: 1178
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Part I, line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDRIA MODJESKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07077313278
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-17
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04754527F7D5E72CBCFD1AEB3B384BB73E3929CA2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09999999999999999999999999999999999999999
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.13.153.230
ReturnHeader/FilingSecurityInformation/IPDt02017-08-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:00:00
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/PreparationDt02017-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELENA BISHOP
ReturnHeader/ReturnTs02017-08-17T10:35:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings