Civic Intelligence

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

990EZ • Fiscal year 2019 • EIN 94-2375247

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 08, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

21st percentile

-13%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

31st percentile

-8.2%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$48,757

Down $4,353 (-8.2%) from 2018

Net Assets

Down

$48,757

Down $4,353 (-8.2%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Down

$33,708

Down $15,252 (-31%) from 2018

Expenses

Down

$38,061

Down $4,499 (-11%) from 2018

Net Income

Down

-$4,353

Down $10,753 (-168%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2019

Assets$48,757
Liabilities-
Net Assets$48,757
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$33,708
Expenses$38,061
Net Income-$4,353
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$36,263
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.$34,365$17,000
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole JudsonPresident-$0--
Melissa ParkerExecutive VP-$0--
Gigi McClintockTreasurer-$0--
Nicky JewettFin'L Secretary-$0--
Jennifer NogueraRec Secretary-$0--
Annie HillPrograms-$0--
Lynda GannCommunications-$0--
Katy PowerAuditor-$0--
Nasser MirzaiLegislative-$0--
Jenny PohlmanMembership-$0--
Jen SchmiegelMembership-$0--
Amelia AndaleonHealth/Wellness-$0--
Carrie DoyleParent Educ-$0--
Bonny AllenReflections-$0--
Thad FerreSister School-$0--
Jamie RobertsHistorian-$0--
Shannon CraunParliamentarian-$0--
Jolene GottliebSpecial Needs-$0--
Jeff HortonInclusion/Div-$0--
Bridget VorheesPrincipal-$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
2019-11-08
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: $8000”

Other Expenses.1002

“Office Expenses $1125”

Other Expenses.1007

“Conferences, Conventions, and Meetings $857”

Other Expenses.1012

“Insurance $562”

Other Expenses.1

“8TH GRADE PARTY $8278”

Other Expenses.2

“Student Programs and Support $3091”

Other Expenses.3

“Payment Process & Fees $1115”

Other Expenses.4

“Prior Year Expenses $702”

Other Expenses.5

“Family & Community Programs $665”

Other Expenses.6

“Marquee $500”

Other Expenses.7

“Hospitality Expenses $332”

Other Expenses.8

“Taxes & Licenses $25”

Raw XML Appendix258 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.
IRS990EZ/ProgramServiceRevenueAmt011930
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENRICHMENT/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.
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: $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48TH GRADE PARTY $8278
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payment Process & Fees $1115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Prior Year Expenses $702
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Marquee $500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Taxes & Licenses $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
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
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gigi McClintock
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09255525600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-08
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/ReturnTs02019-11-08T13:26:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,757
Liabilities
-
Net assets
$48,757
Revenue
$33,708
Expenses
$38,061
Net income
-$4,353
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