Civic Intelligence

Wilson School PTA 2054

EIN 94-6119519 • 501(c)3 • Petaluma, CA

Profile

Wilson elementary school's parent teacher association's mission is to positively impact the lives of all children and families with the wilson community. We advocate and support our children by partnering with staff, families and the community to create a safe and healthy learning environment allowing our students excel personally, academically and socially.

3775 Bodega AvenuePetaluma, CA 94952

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

50th percentile

1.5%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

107%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$19,875

Up $951 (+5.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$19,875

Up $951 (+5.0%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin50th percentile

Revenue

Up

$62,616

Up $32,350 (+107%) from 2022

Expenses

Up

$61,667

Up $23,873 (+63%) from 2022

Net Income

Up

$949

Up $8,477 (+113%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$40K$30K$20K$10K$0Assets 2010: $13,467Liabilities 2010: $0Net Assets 2010: $13,4672010Assets 2011: $17,033Net Assets 2011: $17,0332011Assets 2012: $20,902Liabilities 2012: $0Net Assets 2012: $20,9022012Assets 2019: $11,083Liabilities 2019: $0Net Assets 2019: $11,0832019Assets 2020: $34,655Liabilities 2020: $0Net Assets 2020: $34,6552020Assets 2021: $26,450Liabilities 2021: $0Net Assets 2021: $26,4502021Assets 2022: $18,924Liabilities 2022: $0Net Assets 2022: $18,9242022Assets 2023: $19,875Liabilities 2023: $0Net Assets 2023: $19,8752023

Highlighted filing

2023

Assets$19,875
Liabilities$0
Net Assets$19,875
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $17,079Expenses 2010: $15,532Net Income 2010: $1,5472010Revenue 2011: $16,739Expenses 2011: $13,173Net Income 2011: $3,5662011Revenue 2012: $21,750Expenses 2012: $17,881Net Income 2012: $3,8692012Revenue 2019: $12,558Expenses 2019: $19,229Net Income 2019: -$6,6712019Revenue 2020: $37,503Expenses 2020: $13,931Net Income 2020: $23,5722020Revenue 2021: $10,366Expenses 2021: $18,570Net Income 2021: -$8,2042021Revenue 2022: $30,266Expenses 2022: $37,794Net Income 2022: -$7,5282022Revenue 2023: $62,616Expenses 2023: $61,667Net Income 2023: $9492023

Highlighted filing

2023

Revenue$62,616
Expenses$61,667
Net Income$949
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,875
Liabilities
$0
Net assets
$19,875
Revenue
$62,616
Expenses
$61,667
Net income
$949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$62.6$61.7$0.95
2022Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$30.3$37.8$7.53
2021Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$10.4$18.6$8.20
2020Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$37.5$13.9$23.6
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$12.6$19.2$6.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$0.00$20.9$21.8$17.9$3.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$17.0$16.7$13.2$3.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.00$13.5$17.1$15.5$1.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$66,658
Mission and Program Overview

Mission

Wilson elementary school's parent teacher association's mission is to positively impact the lives of all children and families with the wilson community. We advocate and support our children by partnering with staff, families and the community to create a safe and healthy learning environment allowing our students excel personally, academically and socially.

Program Services

DescriptionGrantsExpenses
SCHOOL WIDE SOCIAL EVENTS-$7,257
TEACHER & STAFF APPRECIATION-$2,440
MEMBERSHIP & COMMUNITY APPRECIATION-$857
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY CERVANTEZPresident-$0--
KATHLEEN GOLKARTreasurer-$0--
KRISTEN FIFESecretary-$0--
COURTNEY DEAMVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Wilson School Pta 2054
EIN
94-6119519
Phone
4157172714
Address
3775 BODEGA AVENUE, PETALUMA, CA 94952

Signing Officer

Name
Kathleen Golkar
Title
Treasurer
Phone
4157172714
Signed
2023-10-25

Preparer

Firm
Strategic Tax and Accounting Group
Address
124 HOWARD STREET, PETALUMA, CA 94952
Preparer
Jeffrey R Rutherford Ma Ea
Phone
8052662691
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous 27,517 total 27,517”

Form 990-ez, Part I, Line 16

“Miscellaneous miscellaneous expenses 12,528 expenses office operating 507 insurance 747 awards 2,335 bank charges 1 ca registration 25 field day 2,663 gifts from the heart supp 497 miscellaneous 29,251 school promotional expens 6,127 software 99 staff appreciation 1,605 garden 4,045 staff pantry expense 497 treats for students 42 wow lunches 175 supplies for new science 360 pta meeting act & snacks 163 total 61,667”

Form 990-ez, Part III

“Wilson elementary school's parent teacher association's mission is to positively impact the lives of all children and families with the wilson community. We advocate and support our children by partnering with staff, families and the community to create a safe and healthy learning environment allowing our students excel personally, academically and socially.”

Raw XML Appendix151 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/TitleTxt0PRESIDENT
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt061667
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IRS990EZ/ProgramServiceRevenueAmt01882
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2857
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 27,517 TOTAL 27,517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS MISCELLANEOUS EXPENSES 12,528 EXPENSES OFFICE OPERATING 507 INSURANCE 747 AWARDS 2,335 BANK CHARGES 1 CA REGISTRATION 25 FIELD DAY 2,663 GIFTS FROM THE HEART SUPP 497 MISCELLANEOUS 29,251 SCHOOL PROMOTIONAL EXPENS 6,127 SOFTWARE 99 STAFF APPRECIATION 1,605 GARDEN 4,045 STAFF PANTRY EXPENSE 497 TREATS FOR STUDENTS 42 WOW LUNCHES 175 SUPPLIES FOR NEW SCIENCE 360 PTA MEETING ACT & SNACKS 163 TOTAL 61,667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WILSON ELEMENTARY SCHOOL'S PARENT TEACHER ASSOCIATION'S MISSION IS TO POSITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES WITH THE WILSON COMMUNITY. WE ADVOCATE AND SUPPORT OUR CHILDREN BY PARTNERING WITH STAFF, FAMILIES AND THE COMMUNITY TO CREATE A SAFE AND HEALTHY LEARNING ENVIRONMENT ALLOWING OUR STUDENTS EXCEL PERSONALLY, ACADEMICALLY AND SOCIALLY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum04157172714
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-25
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ReturnHeader/Filer/EIN0946119519
ReturnHeader/Filer/PhoneNum04157172714
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY R RUTHERFORD MA EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-31T11:18:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits