Civic Intelligence

Charlotte Wood Middle School PTA PTA Calif Congress of Parents & Teachers

990EZ • Fiscal year 2018 • EIN 94-2375247

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

Organization Profilewww.cwms.srvusd.k12.ca.us
600 El Capitan DriveDanville, CA 94526

(925) 552-5600

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

68th percentile

13%

Higher net margin than 68% 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

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

37th percentile

-7.5%

Faster revenue growth than 37% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,110

Up $6,400 (+14%) from 2017

Net Assets

Up

$53,110

Up $6,400 (+14%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$48,960

Down $3,988 (-7.5%) from 2017

Expenses

Down

$42,560

Down $5,282 (-11%) from 2017

Net Income

Up

$6,400

Up $1,294 (+25%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2012: $38,904Liabilities 2012: $02012Assets 2013: $41,576Net Assets 2013: $41,5762013Assets 2014: $51,492Net Assets 2014: $51,4922014Assets 2015: $46,237Net Assets 2015: $46,2372015Assets 2016: $41,604Net Assets 2016: $41,6042016Assets 2017: $46,710Net Assets 2017: $46,7102017Assets 2018: $53,110Net Assets 2018: $53,1102018Assets 2019: $48,757Net Assets 2019: $48,7572019Assets 2024: $48,327Net Assets 2024: $48,3272024Assets 2025: $54,722Net Assets 2025: $54,7222025

Highlighted filing

2018

Assets$53,110
Liabilities-
Net Assets$53,110
Open 2018 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2012: $57,396Expenses 2012: $63,341Net Income 2012: -$5,9452012Revenue 2013: $49,123Expenses 2013: $46,451Net Income 2013: $2,6722013Revenue 2014: $62,983Expenses 2014: $53,067Net Income 2014: $9,9162014Revenue 2015: $59,493Expenses 2015: $64,748Net Income 2015: -$5,2552015Revenue 2016: $42,440Expenses 2016: $48,397Net Income 2016: -$5,9572016Revenue 2017: $52,948Expenses 2017: $47,842Net Income 2017: $5,1062017Revenue 2018: $48,960Expenses 2018: $42,560Net Income 2018: $6,4002018Revenue 2019: $33,708Expenses 2019: $38,061Net Income 2019: -$4,3532019Revenue 2024: $35,653Expenses 2024: $42,739Net Income 2024: -$7,0862024Revenue 2025: $37,217Expenses 2025: $30,822Net Income 2025: $6,3952025

Highlighted filing

2018

Revenue$48,960
Expenses$42,560
Net Income$6,400
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$49,498
Mission and Program Overview

Mission

CHARLOTTE WOOD MIDDLE SCHOOL PTA is dedicated to the continuous improvement of our children's education through the guidelines established by the California PTA. We strive to keep parents informed about vital state and federal education issues, assist parents in developing the tools and skills of effective education advocacy, encourage individual and collective participation in the education process, and vigorously advocate on issues that are of concern to the local school community.

Program Services

DescriptionGrantsExpenses
ENRICHMENT/ASSEMBLIES---------------------ASSEMBLIES HELD THROUGHOUT THE YEAR PROVIDED EDUCATIONAL ENRICHMENT FOR ALL STUDENTS ATTENDING CHARLOTTE WOOD MIDDLE SCHOOL. ADDITIONAL ENRICHMENT FUNDS SUPPLEMENTED NEARLY ALL GRADE LEVELS WITH SPECIAL PROGRAMS, MATERIALS AND SUPPLIES OUTSIDE THE REGULAR SCOPE OF GRADE REQUIREMENTS. PTA ALSO SUPPORTED TEACHERS BY ENABLING THEM TO PURCHASE CLASS SUPPLIES AND BOOKS TO SUPPLEMENT SCHOOL RESOURCES. ADDITIONALLY, PTA SUPPORTED AND ORGANIZED ACTIVITIES FOR RED RIBBON WEEK, THE ANTI-DRUG PROGRAM AND PROVIDED FUNDS FOR GRADUATION CEREMONIES.$37,827$10,500
CLASSROOMS/AFTER SCHOOL ACTIVITIES----------------------------------THE PTA SUPPLEMENTS VARIOUS CLASSROOM (INCLUDING TEACHER EXPENSES) AND STUDENT ACTIVITIES (INCLUDING THE 8TH GRADE END-OF-YEAR CELEBRATION) AT THE SCHOOL WHICH ENABLES STUDENTS TO PARTICIPANTS IN A GREATER VARIETY OF PROGRAMS. THE PTA ALSO PROVIDES SCHOLARSHIPS AND ALLOCATES RESERVES FOR SPECIAL PROJECTS.--
OUTSIDE ACTIVITIES------------------THE PTA SUPPORTS SEVERAL ACTIVITIES OUTSIDE OF REGULAR SCHOOL HOURS FOR STUDENT PARTICIPATION AND FOR THE PROMOTION OF SCHOOL UNITY. AMONG OTHER THINGS, THIS INCLUDES FUNDING FOR HOMEWORK HOUR, DIRECTORIES, PUBLICATIONS, CHARGER CAMP, AND OTHER MISCELLANEOUS ACTIVITIES.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole JudsonPresident-$0--
Melissa ParkerExecutive VP-$0--
Amy RickardTreasurer-$0--
Nicky JewettFin'L Secretary-$0--
Jen NogueraRec Secretary-$0--
Annie HillPrograms-$0--
Michelle BeckhamCommunications-$0--
JoAnna BrooksAuditor-$0--
Nasser MirzaiLegislative-$0--
Jenny PohlmanMembership-$0--
Jen SchmiegelMembership-$0--
Amelia AndaleonHealth/Wellness-$0--
Carrie DoyleParent Educ-$0--
Bonny AllenReflections-$0--
Angie CorritoneSister School-$0--
Jamie RobertsHistorian-$0--
Nicole AndreParliamentarian-$0--
Jolene GottliebSpecial Needs-$0--
Chris GeorgePrincipal-$0--
Filing and Contact Details

Filer

Filer Name
Charlotte Wood Middle School PTA
EIN
94-2375247
Phone
9255525600
Address
600 EL CAPITAN DRIVE, DANVILLE, CA 94526

Signing Officer

Name
Gigi McClintock
Title
Treasurer
Phone
9255525600
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Dana Chavarria
Phone
9253140390
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: Classroom Supplies | Donee's Name: Charlotte Wood Middle School | Donee's Address: 600 EL CAPITAN DRIVE Danville CA 94526 | Relationship of Donee: Middle School | Cash Amount Given: $6500”

Other Expenses.1002

“Office Expenses $1509”

Other Expenses.1007

“Conferences, Conventions, and Meetings $99”

Other Expenses.1012

“Insurance $592”

Other Expenses.1

“8TH GRADE PARTY $15383”

Other Expenses.2

“Student Programs and Support $3808”

Other Expenses.3

“Payment Process & Fees $1688”

Other Expenses.4

“DIRECTORY $1628”

Other Expenses.5

“Family & Community Programs $1461”

Other Expenses.6

“STAFF SUPPORT $1309”

Other Expenses.7

“Hospitality Expenses $244”

Other Expenses.8

“Taxes & Licenses $25”

Other Expenses.12

“Prior Year Expenses $-243”

Raw XML Appendix255 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/PrimaryExemptPurposeTxt0CHARLOTTE WOOD MIDDLE SCHOOL PTA is dedicated to the continuous improvement of our children's education through the guidelines established by the California PTA. We strive to keep parents informed about vital state and federal education issues, assist parents in developing the tools and skills of effective education advocacy, encourage individual and collective participation in the education process, and vigorously advocate on issues that are of concern to the local school community.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLASSROOMS/AFTER SCHOOL ACTIVITIES----------------------------------THE PTA SUPPLEMENTS VARIOUS CLASSROOM (INCLUDING TEACHER EXPENSES) AND STUDENT ACTIVITIES (INCLUDING THE 8TH GRADE END-OF-YEAR CELEBRATION) AT THE SCHOOL WHICH ENABLES STUDENTS TO PARTICIPANTS IN A GREATER VARIETY OF PROGRAMS. THE PTA ALSO PROVIDES SCHOLARSHIPS AND ALLOCATES RESERVES FOR SPECIAL PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OUTSIDE ACTIVITIES------------------THE PTA SUPPORTS SEVERAL ACTIVITIES OUTSIDE OF REGULAR SCHOOL HOURS FOR STUDENT PARTICIPATION AND FOR THE PROMOTION OF SCHOOL UNITY. AMONG OTHER THINGS, THIS INCLUDES FUNDING FOR HOMEWORK HOUR, DIRECTORIES, PUBLICATIONS, CHARGER CAMP, AND OTHER MISCELLANEOUS ACTIVITIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Classroom Supplies | Donee's Name: Charlotte Wood Middle School | Donee's Address: 600 EL CAPITAN DRIVE Danville CA 94526 | Relationship of Donee: Middle School | Cash Amount Given: $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48TH GRADE PARTY $15383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Student Programs and Support $3808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payment Process & Fees $1688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DIRECTORY $1628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Family & Community Programs $1461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STAFF SUPPORT $1309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Hospitality Expenses $244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Taxes & Licenses $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Prior Year Expenses $-243
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gigi McClintock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09255525600
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charlotte Wood Middle School PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTA CALIF CONGRESS OF PARENTS & TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0942375247
ReturnHeader/Filer/PhoneNum09255525600
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 EL CAPITAN DRIVE
ReturnHeader/Filer/USAddress/CityNm0DANVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680260103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Regalia & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 Town Country Dr Ste K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Danville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094526
ReturnHeader/PreparerPersonGrp/PhoneNum09253140390
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dana Chavarria
ReturnHeader/ReturnTs02018-11-06T15:52:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$53,110
Liabilities
-
Net assets
$53,110
Revenue
$48,960
Expenses
$42,560
Net income
$6,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.7$54.7$37.2$30.8$6.40
2024Detailed filing. Detailed filing data is available for this year.$48.3$48.3$35.7$42.7$7.09
2019Detailed filing. Detailed filing data is available for this year.$48.8$48.8$33.7$38.1$4.35
2018Detailed filing. Detailed filing data is available for this year.$53.1$53.1$49.0$42.6$6.40
2017Detailed filing. Detailed filing data is available for this year.$46.7$46.7$52.9$47.8$5.11
2016Detailed filing. Detailed filing data is available for this year.$41.6$41.6$42.4$48.4$5.96
2015Detailed filing. Detailed filing data is available for this year.$46.2$46.2$59.5$64.7$5.26
2014Detailed filing. Detailed filing data is available for this year.$51.5$51.5$63.0$53.1$9.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.6$41.6$49.1$46.5$2.67
2012Summary only. Only limited summary data is available for this year.$38.9$0.00$57.4$63.3$5.95