Civic Intelligence

Washington Union School District PTO

EIN 93-1628886 • 501(c)3 • Salinas, CA

Pub. 78 EligibleNTEE B94

Profile

The organization is to provide parents and teachers the opportunity to work together to supplement and enrich the educational experience. The pto is the liason between teachers and parents that keeps the communication channel open. The pto is to host various fundraising events in collaboration with school events to raise funds, and offer financial support for the needs of the schools and students families.

43 San Benancio RoadSalinas, CA 93908

www.wusdpto.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE B94 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE B94 • <$500k nonprofits • Source year 2024

Net Margin

10th percentile

-50%

Higher net margin than 10% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Assets

$38,246

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$38,246

No earlier filing loaded for comparison.

Revenue

$24,871

No earlier filing loaded for comparison.

Expenses

$37,416

No earlier filing loaded for comparison.

Net Income

-$12,545

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2024: $38,246Liabilities 2024: $0Net Assets 2024: $38,2462024

Highlighted filing

2024

Assets$38,246
Liabilities$0
Net Assets$38,246

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2024: $24,871Expenses 2024: $37,416Net Income 2024: -$12,5452024

Highlighted filing

2024

Revenue$24,871
Expenses$37,416
Net Income-$12,545

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$24.9$37.4$12.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$97,200
Mission and Program Overview

Mission

The organization is to provide parents and teachers the opportunity to work together to supplement and enrich the educational experience. The pto is the liason between teachers and parents that keeps the communication channel open. The pto is to host various fundraising events in collaboration with school events to raise funds, and offer financial support for the needs of the schools and students families.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HOSTS SCHOOL SUPPLY DRIVE, HARVEST CARNIVAL AND OTHER FUNDRAISING EVENTS TO RAISE MONEY FOR SCHOOLS, OFFERS AWARDS AND GRANTS TO THE THREE CAMPUSES AND WUEF, AND MAKES DISTRIBUTIONS TO THE SCHOOL DISTRICT FOR ENGAGING FAMILIES, SUPPORTING STUDENT SUCCESS, AND IMPROVING THE HEALTH AND SAFETY OF STUDENTS AND FAMILIES IN THE SCHOOL DISTRICT.$0$19,231
SCHOLARSHIP PROGRAMS ARE ESTABLISHED TO SUPPORT WUSD FIELD TRIPS AND HELP STUDENTS WHO MEET THE FINANCIAL HARDSHIP CRITERIA.$0$4,420
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEN CHANGDirector/Carnival Chair-$0--
ROBIN LIPEDirector/Hospitality-$0--
MACI MOLLRINGPresident-$0--
JUN NIUTreasurer-$0--
MARISSA SCHWARTZComm/Social Media-$0--
RUTH RODRIQUEZSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Supply Drive$24,934$24,934$14,862$10,072
Harvest Carnival$22,523$22,523$22,307$216
Total Events$85,000$85,000$72,329$12,671
Filing and Contact Details

Filer

Filer Name
Washington Union School District Pto
EIN
93-1628886
Phone
8313592684
Address
43 SAN BENANCIO ROAD, SALINAS, CA 93908

Signing Officer

Name
Shelly Kaprielian
Title
President
Phone
8313592684
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Bianchi Kasavan & Pope Llp
Address
450 LINCOLN AVENUE SUITE 200, SALINAS, CA 93901
Preparer
Jun Niu
Phone
8317575311
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contribution. Grantee name: washington union school district. Grantee address: 43 san benancio road salinas, ca 93908. Property description: cash. Date of gift: various. Amount given: 8,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship & awards. Grantee name: washington union school district. Grantee address: 43 san benancio road salinas, ca 93908. Property description: cash. Date of gift: 03/18/24. Amount given: 4,420.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contribution. Grantee name: wuef. Grantee address: 43 san benancio road salinas, ca 93908. Property description: cash. Date of gift: 09/05/23. Amount given: 5,328. Total included on form 990-ez, line 10: 18,248.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: banking expenses. Amount: 440. Description: books, subscriptions, reference. Amount: 736. Description: supplies. Amount: 9,557. Description: teacher/staff appreciations. Amount: 5,403. Description: insurance - liability, d and o. Amount: 325. Description: misc expenses. Amount: 68. Description: license and fees. Amount: 650. Total to form 990-ez, line 16: 17,179.

Raw XML Appendix185 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR/CARNIVAL CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMM/SOCIAL MEDIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS TO PROVIDE PARENTS AND TEACHERS THE OPPORTUNITY TO WORK TOGETHER TO SUPPLEMENT AND ENRICH THE EDUCATIONAL EXPERIENCE. THE PTO IS THE LIASON BETWEEN TEACHERS AND PARENTS THAT KEEPS THE COMMUNICATION CHANNEL OPEN. THE PTO IS TO HOST VARIOUS FUNDRAISING EVENTS IN COLLABORATION WITH SCHOOL EVENTS TO RAISE FUNDS, AND OFFER FINANCIAL SUPPORT FOR THE NEEDS OF THE SCHOOLS AND STUDENTS FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HOSTS SCHOOL SUPPLY DRIVE, HARVEST CARNIVAL AND OTHER FUNDRAISING EVENTS TO RAISE MONEY FOR SCHOOLS, OFFERS AWARDS AND GRANTS TO THE THREE CAMPUSES AND WUEF, AND MAKES DISTRIBUTIONS TO THE SCHOOL DISTRICT FOR ENGAGING FAMILIES, SUPPORTING STUDENT SUCCESS, AND IMPROVING THE HEALTH AND SAFETY OF STUDENTS AND FAMILIES IN THE SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIP PROGRAMS ARE ESTABLISHED TO SUPPORT WUSD FIELD TRIPS AND HELP STUDENTS WHO MEET THE FINANCIAL HARDSHIP CRITERIA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: WASHINGTON UNION SCHOOL DISTRICT. GRANTEE ADDRESS: 43 SAN BENANCIO ROAD SALINAS, CA 93908. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 8,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP & AWARDS. GRANTEE NAME: WASHINGTON UNION SCHOOL DISTRICT. GRANTEE ADDRESS: 43 SAN BENANCIO ROAD SALINAS, CA 93908. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/18/24. AMOUNT GIVEN: 4,420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: WUEF. GRANTEE ADDRESS: 43 SAN BENANCIO ROAD SALINAS, CA 93908. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/05/23. AMOUNT GIVEN: 5,328. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 18,248.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: BANKING EXPENSES. AMOUNT: 440. DESCRIPTION: BOOKS, SUBSCRIPTIONS, REFERENCE. AMOUNT: 736. DESCRIPTION: SUPPLIES. AMOUNT: 9,557. DESCRIPTION: TEACHER/STAFF APPRECIATIONS. AMOUNT: 5,403. DESCRIPTION: INSURANCE - LIABILITY, D AND O. AMOUNT: 325. DESCRIPTION: MISC EXPENSES. AMOUNT: 68. DESCRIPTION: LICENSE AND FEES. AMOUNT: 650. TOTAL TO FORM 990-EZ, LINE 16: 17,179.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY KAPRIELIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08313592684
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON UNION SCHOOL DISTRICT PTO
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0931628886
ReturnHeader/Filer/PhoneNum08313592684
ReturnHeader/Filer/USAddress/AddressLine1Txt043 SAN BENANCIO ROAD
ReturnHeader/Filer/USAddress/CityNm0SALINAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093908
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941541507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIANCHI KASAVAN & POPE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 LINCOLN AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALINAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093901
ReturnHeader/PreparerPersonGrp/PhoneNum08317575311
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUN NIU
ReturnHeader/ReturnTs02024-11-14T19:31:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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