Civic Intelligence

Parent Faculty Association of Willow Elementary School

EIN 95-4130990 • 501(c)3 • Agoura Hills, CA

Pub. 78 Eligible

Profile

The organization provides support for willow elementary school located in agoura hills, ca. The organization raises money through contributions and special events and uses the money to pay for various educational programs

29026 Laro DriveAgoura Hills, CA 91301

n/A

Siviq Scores

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

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.06x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

16th percentile

-40%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

27th percentile

-30%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

2.8%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$369,454

Down $156,304 (-30%) from 2024

Liabilities

Down

$20,700

Down $27,085 (-57%) from 2024

Net Assets

Down

$348,754

Down $129,219 (-27%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin16th percentile

Revenue

Up

$326,592

Up $8,785 (+2.8%) from 2024

Expenses

Up

$455,811

Up $136,157 (+43%) from 2024

Net Income

Down

-$129,219

Down $127,372 (-6896%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$600K$400K$200K$0Assets 2011: $295,065Liabilities 2011: $0Net Assets 2011: $295,0652011Assets 2012: $293,733Liabilities 2012: $0Net Assets 2012: $293,7332012Assets 2013: $296,524Liabilities 2013: $0Net Assets 2013: $296,5242013Assets 2014: $314,952Liabilities 2014: $0Net Assets 2014: $314,9522014Assets 2015: $321,588Liabilities 2015: $0Net Assets 2015: $321,5882015Assets 2016: $374,232Liabilities 2016: $0Net Assets 2016: $374,2322016Assets 2017: $371,104Liabilities 2017: $0Net Assets 2017: $371,1042017Assets 2018: $318,264Liabilities 2018: $0Net Assets 2018: $318,2642018Assets 2019: $366,672Liabilities 2019: $0Net Assets 2019: $366,6722019Assets 2020: $387,200Liabilities 2020: $0Net Assets 2020: $387,2002020Assets 2021: $520,533Liabilities 2021: $1,744Net Assets 2021: $518,7892021Assets 2022: $592,047Liabilities 2022: $2,125Net Assets 2022: $589,9222022Assets 2023: $546,965Liabilities 2023: $67,145Net Assets 2023: $479,8202023Assets 2024: $525,758Liabilities 2024: $47,785Net Assets 2024: $477,9732024Assets 2025: $369,454Liabilities 2025: $20,700Net Assets 2025: $348,7542025

Highlighted filing

2025

Assets$369,454
Liabilities$20,700
Net Assets$348,754
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $210,541Expenses 2011: $129,832Net Income 2011: $80,7092011Revenue 2012: $212,265Expenses 2012: $213,597Net Income 2012: -$1,3322012Revenue 2013: $228,311Expenses 2013: $225,520Net Income 2013: $2,7912013Revenue 2014: $225,140Expenses 2014: $206,712Net Income 2014: $18,4282014Revenue 2015: $242,346Expenses 2015: $235,710Net Income 2015: $6,6362015Revenue 2016: $243,230Expenses 2016: $190,586Net Income 2016: $52,6442016Revenue 2017: $236,503Expenses 2017: $239,631Net Income 2017: -$3,1282017Revenue 2018: $282,712Expenses 2018: $335,552Net Income 2018: -$52,8402018Revenue 2019: $313,704Expenses 2019: $265,296Net Income 2019: $48,4082019Revenue 2020: $305,959Expenses 2020: $285,431Net Income 2020: $20,5282020Revenue 2021: $198,916Expenses 2021: $67,327Net Income 2021: $131,5892021Revenue 2022: $293,639Expenses 2022: $222,506Net Income 2022: $71,1332022Revenue 2023: $379,366Expenses 2023: $489,468Net Income 2023: -$110,1022023Revenue 2024: $317,807Expenses 2024: $319,654Net Income 2024: -$1,8472024Revenue 2025: $326,592Expenses 2025: $455,811Net Income 2025: -$129,2192025

Highlighted filing

2025

Revenue$326,592
Expenses$455,811
Net Income-$129,219
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$369,454
Liabilities
$20,700
Net assets
$348,754
Revenue
$326,592
Expenses
$455,811
Net income
-$129,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.69$0.21$3.49$3.27$4.56$1.29
2024Detailed filing. Detailed filing data is available for this year.$5.26$0.48$4.78$3.18$3.20$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.47$0.67$4.80$3.79$4.89$1.10
2022Detailed filing. Detailed filing data is available for this year.$5.92$0.02$5.90$2.94$2.23$0.71
2021Detailed filing. Detailed filing data is available for this year.$5.21$0.02$5.19$1.99$0.67$1.32
2020Summary only. Only limited summary data is available for this year.$3.87$0.00$3.87$3.06$2.85$0.21
2019Summary only. Only limited summary data is available for this year.$3.67$0.00$3.67$3.14$2.65$0.48
2018Summary only. Only limited summary data is available for this year.$3.18$0.00$3.18$2.83$3.36$0.53
2017Summary only. Only limited summary data is available for this year.$3.71$0.00$3.71$2.37$2.40$0.03
2016Summary only. Only limited summary data is available for this year.$3.74$0.00$3.74$2.43$1.91$0.53
2015Summary only. Only limited summary data is available for this year.$3.22$0.00$3.22$2.42$2.36$0.07
2014Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$2.25$2.07$0.18
2013Summary only. Only limited summary data is available for this year.$2.97$0.00$2.97$2.28$2.26$0.03
2012Summary only. Only limited summary data is available for this year.$2.94$0.00$2.94$2.12$2.14$0.01
2011Summary only. Only limited summary data is available for this year.$2.95$0.00$2.95$2.11$1.30$0.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$396,995
Mission and Program Overview

Mission

The organization provides support for willow elementary school located in agoura hills, ca. The organization raises money through contributions and special events and uses the money to pay for various educational programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$146,840$358,657▲ $211,817
Rtn Earn Endowment Incm Other Fnds$477,973$348,754▼ $129,219
Savings and Temporary Cash Investments$376,035$10,797▼ $365,238
Prepaid Expenses and Deferred Charges$2,883$0▼ $2,883
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$525,758$369,454▼ $156,304
Other Assets Total-$0-
Liabilities
Other Liabilities$47,050$20,700▼ $26,350
Unsecured Notes Loans Payable$735--
Total Liabilities$47,785$20,700▼ $27,085
Net Assets / Fund Balance
Total Net Assets Fund Balance$477,973$348,754▼ $129,219
Total Liabilities and Net Assets / Fund Balance$525,758$369,454▼ $156,304
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Dana UliseCo-president
Whitney PettisCo-president
Ashley YangCo-treasurer
James NorrisCo-treasurer
Kristine ThomasMember at Large
Sara MccannMember at Large
Jessica DubaneParliamentarian
Courtney DavisVP Auctions
Megan GrossbartVP Room Parents
Stephanie MagginVP, Auctions
Lindsey SmitsVP, Communicatn
Mary ScifresVP, Communicatn
Alexandra SchwartzVP, Fundraising
Carlee McnamaraVP, Fundraising
Carrie CarrolVP, Fundraising
Suzanne ChipelloVP, Fundraising
Beth ShaevitzVP, Historian
Beth WallsVP, Hospitality
Holly SlattenVP, Hospitality
Liza ElkinsVP, Operations
Laurenne ResnickVP, Sch Safety
Ally BarronVP, Schl & Dont
Abby AisleyVpcommty Events
Amy GerstelVpcommty Events
Angel Breu-fleigVpcommty Events
Joslyn ShoopVpcommty Events
Liz StaufferVpcommty Events
Natasha AnthonyVpcommty Events
Shambri RookeVpcommty Events
Katie WernerVpstudent Relat
Kelly MartinoVpstudent Relat

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$174,420
Program Service Revenue
$0
Investment Income
$11,311
Other Revenue
$140,861
Change in Net Assets
$-129,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$450,993
Other Expenses$4,818
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$450,993--$450,993
Fees for Services Accounting-$2,175-$2,175
Office Expenses-$1,843-$1,843
Insurance-$785-$785
Other Expenses-$15-$15
Total Functional Expenses$450,993$4,818$0$455,811
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$211,264
Fundraising Direct Expenses$70,403
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fitness Month$48,048$48,048$51$47,997
Silent Auction$36,556$36,556$2,670$33,886
Total Events$204,755$204,755$68,004$136,751
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Commitment for Teacher Classroom Fund$20,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11a the organization makes available a copy of form 990 to all members of it's governing board, but not necessarily before filing the form.line 11bthe form is reviewed by the treasurers of the organization and by the principal officers when the return is filed”

Form 990, Part VI, Section C, Line 19

“The organization makes available it's governing documents, bylaws, and financial information to the public.this information is available for inspection at willow elementary school, in the administrative office located at 29026 laro drive, agoura hills, ca., 91301”

Filing and Contact Details

Filer

Filer Name
Parent Faculty Association of Willow
EIN
95-4130990
Phone
8188791016
Address
29026 LARO DRIVE, AGOURA HILLS, CA 91301

Signing Officer

Name
Whitney Pettis Dana Ulise
Title
Co-presidents
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Whitney Pettis Dana Ulise
Formed
1996
Legal Domicile
CA
Voting Board Members
31
Independent Board Members
31
Employees
0
Volunteers
125

Preparer

Firm
Corby and Corby An Accountancy Corp
Address
9133 S La Cienega Blvd Suite 260, Inglewood, CA 90301
Preparer
Randolph P Corby
Phone
3108290074
Raw XML AppendixShowing 400 of 688 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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IRS990/ActivityOrMissionDesc0THE ORGANIZATION PROVIDES SUPPORT FOR WILLOW ELEMENTARY SCHOOL LOCATED IN AGOURA HILLS, CA. THE ORGANIZATION RAISES MONEY THROUGH CONTRIBUTIONS AND SPECIAL EVENTS AND USES THE MONEY TO PAY FOR VARIOUS EDUCATIONAL PROGRAMS
IRS990/AdvertisingGrp/TotalAmt00
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IRS990/BooksInCareOfDetail/PhoneNum08188791016
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt029026 LARO DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0AGOURA HILLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990/CYRevenuesLessExpensesAmt0-129219
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IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0STUDENT FUND - IN SUPPORT OF WILLOW ELEMENTARY SCHOOL, THE ORGANIZATION PROVIDES MONETARY SUPPORT FOR THE FOLLOWING ACTIVITIES: ASSEMBLIES, CAMPUS IMPROVEMENTS, COMPUTER EQUIPMENT AND SOFTWARE, COMPUTER SPECIALISTS, LANGUAGE ARTS SPECIALISTS, MUSIC SPECIALISTS, PHYSICAL EDUCATION SPECIALISTS, SUBSTITUTE TEACHERS, SPECIAL SCIENCE PROJECTS, INSTRUCTIONAL MATERIALS AND TRAINING, LIBRARY AIDS, SPECIAL READING PROGRAMS, AND AIDS FOR THE CLASSROOM AND PLAYGROUND
IRS990/DescribedInSection501c3Ind0true
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
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IRS990/ExpenseAmt0437930
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02175
IRS990/FeesForServicesAccountingGrp/TotalAmt02175
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP, COMMUNICATN
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP, COMMUNICATN
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP, HOSPITALITY
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP, HOSPITALITY
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP, FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt9PARLIAMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP, FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt11VPCOMMTY EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt12VPCOMMTY EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP ROOM PARENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt14VPCOMMTY EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt15VPCOMMTY EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP AUCTIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP, FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP, HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP, AUCTIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP, SCH SAFETY
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP, SCHL & DONT
IRS990/Form990PartVIISectionAGrp/TitleTxt22VPCOMMTY EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt23VPCOMMTY EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt24VPCOMMTY EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt25VPSTUDENT RELAT
IRS990/Form990PartVIISectionAGrp/TitleTxt26VP, FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt27VPSTUDENT RELAT
IRS990/Form990PartVIISectionAGrp/TitleTxt28VP, OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt29MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt30MEMBER AT LARGE
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IRS990/FormationYr01996
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