WAGON WHEEL ELEMENTARY PTA

EIN: 330759357 501(c)(3)

TRABUCO CANYON, CA

Total Revenue
$114,565
Total Expenses
$129,262
Total Assets
$148,395
Net Assets
$148,395
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
CA
Principal Officer
SAMANTHA PINEDO
Phone
9495891953
Tax Period
2024-07-01 to 2025-06-30

WAGON WHEEL ELEMENTARY PTA, founded in 1997, is a small nonprofit that reported $115K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $129K exceeded revenue, resulting in a 13% operating deficit.

Mission

STUDENT SUPPORT/EDUCATION & ENRICHMENT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,746
Investment Income $74
Other Revenue $110,745
TOTAL REVENUE $114,565

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $125,937
Other Expenses $129,262
TOTAL EXPENSES $129,262

Year-over-Year Comparison

2024 2023 Change
Revenue $114,565 $138,352 -0.2%
Expenses $129,262 $147,688 -0.1%
Net Income $-14,697 $-9,336 +0.6%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
248
Independent Members
243
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
POLLY CARRAZA EXECUTIVE VP N/A
Officer
$0 $0 $0
KATE DEMEO FINANCIAL SE N/A
Officer
$0 $0 $0
SAMANTHA PINEDO PRESIDENT N/A
Officer
$0 $0 $0
ALEXIS SLAGLE TREASURER N/A
Officer
$0 $0 $0
CORINE TOL RECORDING SE N/A
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $114,565 $129,262 $148,395 $-14,697
2024 $138,352 $147,688 $163,092 $-9,336
2023 $155,962 $126,442 $172,428 $29,520
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