Civic Intelligence

Joseph H Wardlaw Elementary PTA

990EZ • Fiscal year 2018 • EIN 68-0261566

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 16, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

54th percentile

5.1%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Revenue Growth

58th percentile

6.6%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$3,103

Up $3,103 from 2017

Net Assets

Up

$10,577

Up $3,103 (+42%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Up

$60,943

Up $3,780 (+6.6%) from 2017

Expenses

Down

$57,840

Down $9,568 (-14%) from 2017

Net Income

Up

$3,103

Up $13,348 (+130%) from 2017

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

2018

Assets$3,103
Liabilities-
Net Assets$10,577
Open 2018 Filing

Operations Trend

Revenue Growth58th 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

2018

Revenue$60,943
Expenses$57,840
Net Income$3,103
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 16, 2018
Return Version
2017v2.2
Gross Receipts
$60,943
Mission and Program Overview

Mission

Pta fundraising for school

Program Services

DescriptionGrantsExpenses
PROVIDE READING MATERIALS TO STUDENTS TO THRIVE AND ACHIEVE THEIR GOALS IN THE SCHOOL COMMUNITY--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ENJOLI LOGGINSPresidentPT$0--
JENNIFER PERIERAVice PresidentPT$0--
ALNITA SIMPSONSecretaryPT$0--
JULIE SPAULDINGHistorianPT$0--
CHARINA CABRALTreasurerPT$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
2018-11-16
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

Form 990-ez, Part III

“To help students achieve in reading programs and thrive in a positive school community.”

Part I, line 16

“Description: TEACHER REIMBURSEMENTS Amount: 1796”

Part I, line 16

“Description: WARDLAW TSHIRTS Amount: 4756”

Part I, line 16

“Description: TEACHER APPRECIATION Amount: 1675”

Part I, line 16

“Description: SAFETY PATROL SHIRTS Amount: 81”

Part I, line 16

“Description: 5TH GRADE PROMOTION Amount: 2542”

Part I, line 16

“Description: SUPPLIES Amount: 580”

Part I, line 16

“Description: HOSPITALITY Amount: 390”

Part I, line 16

“Description: YEARBOOK PAYMENT Amount: 4731”

Part I, line 16

“Description: OTIS SPUNKMEYER Amount: 28725”

Part I, line 16

“Description: SCHOLASTIC BOOK FAIR Amount: 3754”

Part I, line 16

“Description: TAX PREP Amount: 653”

Part I, line 16

“Description: FUNDRAISER RETURNED CHECK CHARGES Amount: 518”

Part I, line 16

“Description: LHS WIZARDS FESTIVAL Amount: 2731”

Part I, line 16

“Description: WARDLAW FOLDERS Amount: 1036”

Part I, line 16

“Description: 5TH GRADE TSHIRTS Amount: 1253”

Part I, line 16

“Description: MISC Amount: 229”

Part I, line 16

“Description: PTA MEMBERSHIP Amount: 540”

Part I, line 16

“Description: BRICKSPACE Amount: 1350”

Part I, line 16

“Description: GIFTCARDS Amount: 500”

Raw XML Appendix159 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/PhoneNum07073731233
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094591
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ENJOLI LOGGINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER PERIERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALNITA SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE SPAULDING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARINA CABRAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt057840
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA FUNDRAISING FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE READING MATERIALS TO STUDENTS TO THRIVE AND ACHIEVE THEIR GOALS IN THE SCHOOL COMMUNITY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057840
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt060943
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO HELP STUDENTS ACHIEVE IN READING PROGRAMS AND THRIVE IN A POSITIVE SCHOOL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: TEACHER REIMBURSEMENTS Amount: 1796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: WARDLAW TSHIRTS Amount: 4756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: TEACHER APPRECIATION Amount: 1675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: SAFETY PATROL SHIRTS Amount: 81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: 5TH GRADE PROMOTION Amount: 2542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: SUPPLIES Amount: 580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: HOSPITALITY Amount: 390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: YEARBOOK PAYMENT Amount: 4731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: OTIS SPUNKMEYER Amount: 28725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: SCHOLASTIC BOOK FAIR Amount: 3754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description: TAX PREP Amount: 653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description: FUNDRAISER RETURNED CHECK CHARGES Amount: 518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description: LHS WIZARDS FESTIVAL Amount: 2731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description: WARDLAW FOLDERS Amount: 1036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description: 5TH GRADE TSHIRTS Amount: 1253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description: MISC Amount: 229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description: PTA MEMBERSHIP Amount: 540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description: BRICKSPACE Amount: 1350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description: GIFTCARDS Amount: 500
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARINA CABRAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07077313278
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-16
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/IPTimezoneCd0PS
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/PreparationDt02018-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELENA N BISHOP
ReturnHeader/ReturnTs02018-11-16T13:42:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,103
Liabilities
-
Net assets
$10,577
Revenue
$60,943
Expenses
$57,840
Net income
$3,103
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