Civic Intelligence

North Davis Elementary PTA

990EZ • Fiscal year 2024 • EIN 94-6184910

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 18, 2024

Organization Profilendepta.com
555 E 14th StreetDavis, CA 95616

(530) 757-7475

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$135,983

Up $57,607 (+74%) from 2023

Net Assets

Up

$129,483

Up $51,107 (+65%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$125,341

Up $53,314 (+74%) from 2023

Expenses

Up

$74,234

Up $12,536 (+20%) from 2023

Net Income

Up

$51,107

Up $40,778 (+395%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2011: $20,018Liabilities 2011: $02011Assets 2012: $13,566Liabilities 2012: $02012Assets 2013: $28,195Liabilities 2013: $02013Assets 2014: $23,147Liabilities 2014: -$8242014Assets 2015: $40,919Liabilities 2015: $02015Assets 2016: $30,691Liabilities 2016: $02016Assets 2017: $38,885Liabilities 2017: $02017Assets 2018: $54,524Liabilities 2018: $0Net Assets 2018: $54,5242018Assets 2019: $58,837Liabilities 2019: $02019Assets 2020: $85,498Net Assets 2020: $85,4982020Assets 2021: $49,219Net Assets 2021: $49,2192021Assets 2022: $68,047Net Assets 2022: $68,0472022Assets 2023: $78,376Net Assets 2023: $78,3762023Assets 2024: $135,983Net Assets 2024: $129,4832024Assets 2025: $165,652Net Assets 2025: $165,6522025

Highlighted filing

2024

Assets$135,983
Liabilities-
Net Assets$129,483
Open 2024 Filing

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $89,361Expenses 2011: $84,710Net Income 2011: $4,6512011Revenue 2012: $76,148Expenses 2012: $82,600Net Income 2012: -$6,4522012Revenue 2013: $87,793Expenses 2013: $72,663Net Income 2013: $15,1302013Revenue 2014: $48,520Expenses 2014: $52,743Net Income 2014: -$4,2232014Revenue 2015: $82,754Expenses 2015: $64,155Net Income 2015: $18,5992015Revenue 2016: $74,656Expenses 2016: $62,016Net Income 2016: $12,6402016Revenue 2017: $69,977Expenses 2017: $61,142Net Income 2017: $8,8352017Revenue 2018: $79,931Expenses 2018: $64,292Net Income 2018: $15,6392018Revenue 2019: $71,641Expenses 2019: $67,491Net Income 2019: $4,1502019Revenue 2020: $77,283Expenses 2020: $50,460Net Income 2020: $26,8232020Revenue 2021: $15,662Expenses 2021: $51,941Net Income 2021: -$36,2792021Revenue 2022: $65,800Expenses 2022: $46,972Net Income 2022: $18,8282022Revenue 2023: $72,027Expenses 2023: $61,698Net Income 2023: $10,3292023Revenue 2024: $125,341Expenses 2024: $74,234Net Income 2024: $51,1072024Revenue 2025: $94,307Expenses 2025: $64,638Net Income 2025: $29,6692025

Highlighted filing

2024

Revenue$125,341
Expenses$74,234
Net Income$51,107
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 18, 2024
Return Version
2023v5.1
Gross Receipts
$146,824
Mission and Program Overview

Mission

Parent/teacher association

Program Services

DescriptionGrantsExpenses
provided support and resources to connect parents, teachers, and staff for the benefit of the students. hosted and assisted with multiple fundraisers.-$67,479
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAN WANGTreasurer-$0--
TODD ROBERTSONDirector-$0--
JUSTINE KASTANDirector-$0--
James YoonVice President-$0--
KATIE DIETRICHSecretary-$0--
HANNA NAKANODirector-$0--
ANN CARROLPresident-$0--
WILLY HSUDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dolphin Dash/drive$58,582$58,582-$58,582
Other Events$43,939$43,939$15,432$28,507
Total Events$127,908$127,908$15,432$112,476
Filing and Contact Details

Filer

Filer Name
North Davis Elementary Pta
EIN
94-6184910
Phone
5307577475
Address
555 E 14TH STREET, DAVIS, CA 95616

Signing Officer

Name
Todd Robertson
Title
Current Treasurer
Signed
2024-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Wehner Accounting & Tax Inc
Address
2744 DEL RIO PLACE SUITE 200, DAVIS, CA 95618
Preparer
Matthew J Wehner CPA
Phone
5309081761
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $800”

Other Expenses.1003

“Information Technology $156”

Other Expenses.1012

“Insurance $282”

Other Expenses.1

“Departmental grants $48815”

Other Expenses.2

“Physical education programs $11603”

Other Expenses.3

“FITNESS EXPENSES $6500”

Other Expenses.4

“Field trip expenses $1635”

Other Expenses.5

“Performing arts & music progra $1150”

Other Expenses.6

“STAFF APPRECIATION $1033”

Other Expenses.7

“ART PROGRAM $874”

Other Expenses.8

“PLANNERS $801”

Other Expenses.9

“Administrative expenses $255”

Other Expenses.10

“Principal/parent events $255”

Raw XML Appendix215 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/PersonNm0DAN WANG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUSTINE KASTAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3James Yoon
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HANNA NAKANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANN CARROL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WILLY HSU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt074159
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT/TEACHER ASSOCIATION
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067479
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DOLPHIN DASH/DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER EVENTS
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt043939
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt025387
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEPARTMENTAL GRANTS $48815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PHYSICAL EDUCATION PROGRAMS $11603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FITNESS EXPENSES $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIELD TRIP EXPENSES $1635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PERFORMING ARTS & MUSIC PROGRA $1150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STAFF APPRECIATION $1033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ART PROGRAM $874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PLANNERS $801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ADMINISTRATIVE EXPENSES $255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PRINCIPAL/PARENT EVENTS $255
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH DAVIS ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0946184910
ReturnHeader/Filer/PhoneNum05307577475
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 E 14TH STREET
ReturnHeader/Filer/USAddress/CityNm0DAVIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095616
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814606951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEHNER ACCOUNTING & TAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02744 DEL RIO PLACE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095618
ReturnHeader/PreparerPersonGrp/PhoneNum05309081761
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew J Wehner CPA
ReturnHeader/ReturnTs02024-11-18T08:47:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,983
Liabilities
-
Net assets
$129,483
Revenue
$125,341
Expenses
$74,234
Net income
$51,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.94$0.65$0.30
2024Detailed filing. Detailed filing data is available for this year.$1.36$1.29$1.25$0.74$0.51
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.72$0.62$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.66$0.47$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.16$0.52$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.77$0.50$0.27
2019Summary only. Only limited summary data is available for this year.$0.59$0.00$0.72$0.67$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.80$0.64$0.16
2017Summary only. Only limited summary data is available for this year.$0.39$0.00$0.70$0.61$0.09
2016Summary only. Only limited summary data is available for this year.$0.31$0.00$0.75$0.62$0.13
2015Summary only. Only limited summary data is available for this year.$0.41$0.00$0.83$0.64$0.19
2014Summary only. Only limited summary data is available for this year.$0.23$0.01$0.49$0.53$0.04
2013Summary only. Only limited summary data is available for this year.$0.28$0.00$0.88$0.73$0.15
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.76$0.83$0.06
2011Summary only. Only limited summary data is available for this year.$0.20$0.00$0.89$0.85$0.05