Civic Intelligence

Joseph H Wardlaw Elementary PTA

990EZ • Fiscal year 2020 • EIN 68-0261566

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 03, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

72nd percentile

30%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

88th percentile

51%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$5,236

Up $2,133 (+69%) from 2018

Net Assets

Down

$9,237

Down $1,340 (-13%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Up

$139,776

Up $78,833 (+129%) from 2018

Expenses

Up

$134,540

Up $76,700 (+133%) from 2018

Net Income

Up

$5,236

Up $2,133 (+69%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2020

Assets$5,236
Liabilities-
Net Assets$9,237
Open 2020 Filing

Operations Trend

Revenue Growth88th 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

2020

Revenue$139,776
Expenses$134,540
Net Income$5,236
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 3, 2021
Return Version
2019v5.1
Gross Receipts
$139,776
Mission and Program Overview

Mission

Pta fundraising for school

Program Services

DescriptionGrantsExpenses
BAKE SALES THROUGH OTIS SPUNKMEYER TO FURTHER NEEDS OF THE STUDENT BODY--
Compensation and Service Providers
Top Officer Pay76th 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
2021-02-03
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

“provide funding for students to explore and learn”

Part I, line 16

“Description: TEACHER REIMBURSEMENTS Amount: 3892”

Part I, line 16

“Description: TEACHER APPRECIATION Amount: 3122”

Part I, line 16

“Description: SAFETY PATROL SHIRTS Amount: 1931”

Part I, line 16

“Description: 5TH GRADE PROMOTION Amount: 2611”

Part I, line 16

“Description: SUPPLIES Amount: 1076”

Part I, line 16

“Description: HOSPITALITY Amount: 667”

Part I, line 16

“Description: YEARBOOK PAYMENT Amount: 9867”

Part I, line 16

“Description: OTIS SPUNKMEYER Amount: 55689”

Part I, line 16

“Description: SCHOLASTIC BOOK FAIR Amount: 8962”

Part I, line 16

“Description: TAX PREP Amount: 425”

Part I, line 16

“Description: LHS Amount: 5434”

Part I, line 16

“Description: DONATION Amount: 12000”

Part I, line 16

“Description: WARDLAW FOLDERS Amount: 1983”

Part I, line 16

“Description: 5TH GRADE TSHIRTS Amount: 5572”

Part I, line 16

“Description: MISC Amount: 673”

Part I, line 16

“Description: PTA MEMBERSHIP Amount: 540”

Part I, line 16

“Description: BOOSTER Amount: 16522”

Part I, line 16

“Description: GIFTCARDS Amount: 1000”

Part I, line 16

“Description: RETURNED ITEM Amount: 518”

Part I, line 16

“Description: INSURANCE Amount: 228”

Part I, line 16

“Description: BRICKSPACE Amount: 1350”

Part I, line 16

“Description: TAXES Amount: 478”

Raw XML Appendix168 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NANETTE ASIO
IRS990EZ/BooksInCareOfDetail/PhoneNum07073731233
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01610 TENNESSEE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VALLEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094591
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04001
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05236
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0139776
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05236
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt05236
IRS990EZ/GrossReceiptsAmt0139776
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04001
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09237
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04001
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05236
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARINA CABRAL
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/OtherExpensesTotalAmt0134540
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA FUNDRAISING FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BAKE SALES THROUGH OTIS SPUNKMEYER TO FURTHER NEEDS OF THE STUDENT BODY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0134540
IRS990EZ/TotalRevenueAmt0139776
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/ExplanationTxt0provide funding for students to explore and learn
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: TEACHER REIMBURSEMENTS Amount: 3892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: TEACHER APPRECIATION Amount: 3122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: SAFETY PATROL SHIRTS Amount: 1931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: 5TH GRADE PROMOTION Amount: 2611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: SUPPLIES Amount: 1076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: HOSPITALITY Amount: 667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: YEARBOOK PAYMENT Amount: 9867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description: OTIS SPUNKMEYER Amount: 55689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description: SCHOLASTIC BOOK FAIR Amount: 8962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description: TAX PREP Amount: 425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description: LHS Amount: 5434
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description: DONATION Amount: 12000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description: WARDLAW FOLDERS Amount: 1983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Description: 5TH GRADE TSHIRTS Amount: 5572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Description: MISC Amount: 673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Description: PTA MEMBERSHIP Amount: 540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Description: BOOSTER Amount: 16522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Description: GIFTCARDS Amount: 1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description: RETURNED ITEM Amount: 518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description: INSURANCE Amount: 228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Description: BRICKSPACE Amount: 1350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Description: TAXES Amount: 478
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARINA CABRAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07077313278
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-03
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/PreparationDt02021-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELENA N BISHOP
ReturnHeader/ReturnTs02021-02-03T12:23:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,236
Liabilities
-
Net assets
$9,237
Revenue
$139,776
Expenses
$134,540
Net income
$5,236
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