Civic Intelligence

Olympic View Elementary School Parent Teacher Association

990 • Fiscal year 2017 • EIN 23-7194120

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 09, 2018

504 NE 95th StSeattle, WA 98115

(206) 252-5500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

1.3%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$113,036

Up $1,406 (+1.3%) from 2016

Net Assets

Up

$113,036

Up $1,406 (+1.3%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$180,916

Up $43,741 (+32%) from 2016

Expenses

Up

$179,510

Up $36,080 (+25%) from 2016

Net Income

Up

$1,406

Up $7,661 (+122%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $116,362Liabilities 2011: $0Net Assets 2011: $116,3622011Assets 2012: $125,289Liabilities 2012: $0Net Assets 2012: $125,2892012Assets 2013: $118,676Net Assets 2013: $118,6762013Assets 2014: $125,828Net Assets 2014: $125,8282014Assets 2015: $117,885Net Assets 2015: $117,8852015Assets 2016: $111,630Net Assets 2016: $111,6302016Assets 2017: $113,036Liabilities 2017: $0Net Assets 2017: $113,0362017Assets 2018: $158,935Liabilities 2018: $0Net Assets 2018: $158,9352018Assets 2019: $173,470Liabilities 2019: $0Net Assets 2019: $173,4702019Assets 2020: $167,960Net Assets 2020: $167,9602020Assets 2021: $164,441Net Assets 2021: $164,4412021Assets 2022: $195,158Liabilities 2022: $0Net Assets 2022: $195,1582022Assets 2023: $317,854Liabilities 2023: $0Net Assets 2023: $317,8542023Assets 2024: $244,759Liabilities 2024: $0Net Assets 2024: $244,7592024

Highlighted filing

2017

Assets$113,036
Liabilities$0
Net Assets$113,036

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $124,435Expenses 2011: $142,400Net Income 2011: -$17,9652011Expenses 2012: $136,3462012Revenue 2013: $146,791Expenses 2013: $153,404Net Income 2013: -$6,6132013Revenue 2014: $126,652Expenses 2014: $119,500Net Income 2014: $7,1522014Revenue 2015: $121,822Expenses 2015: $129,765Net Income 2015: -$7,9432015Revenue 2016: $137,175Expenses 2016: $143,430Net Income 2016: -$6,2552016Revenue 2017: $180,916Expenses 2017: $179,510Net Income 2017: $1,4062017Revenue 2018: $194,342Expenses 2018: $148,443Net Income 2018: $45,8992018Revenue 2019: $183,907Expenses 2019: $169,372Net Income 2019: $14,5352019Revenue 2020: $122,492Expenses 2020: $128,624Net Income 2020: -$6,1322020Revenue 2021: $48,612Expenses 2021: $52,131Net Income 2021: -$3,5192021Revenue 2022: $103,665Expenses 2022: $72,948Net Income 2022: $30,7172022Revenue 2023: $266,824Expenses 2023: $144,128Net Income 2023: $122,6962023Revenue 2024: $133,526Expenses 2024: $206,621Net Income 2024: -$73,0952024

Highlighted filing

2017

Revenue$180,916
Expenses$179,510
Net Income$1,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 9, 2018
Return Version
2016v3.0
Gross Receipts
$204,130
Mission and Program Overview

Mission

The OVPTA provides financial and volunteer support while building community so our students are challenged to reach their full intellectual, social, emotional and physical potential and to develop as thoughtful citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$88,547$88,642▲ $95
Cash and Non-Interest-Bearing Accounts$23,083$24,394▲ $1,311
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$111,630$113,036▲ $1,406
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$111,630$113,036▲ $1,406
Total Net Assets Fund Balance$111,630$113,036▲ $1,406
Total Liabilities and Net Assets / Fund Balance$111,630$113,036▲ $1,406
Compensation and Service Providers

Board Members and Trustees

NameTitle
Diana NickelCo-President
Erica DelavanCo-President
Jared BanksVice President
Alison RobertsActivities
Laura KunenActivities
Heidi HummelAdvocacy
Jackie HillmanCo-Treasurer
Natasha AndersonCo-Treasurer
Kristina BernhardtCommunications
Heather MaianiFamily Engmt
Sajida RehmanFamily Engmt
Trisha MatthieuFamily Engmt
Usana JordanFamily Engmt
Jeanette FergusonFundraising
Jill HughsonFundraising
Kate NevilleMembership
Kris NicholsSecretary
Matt KreiterStudent Enrich
Rebekah StilingStudent Enrich
Shannon BarnesStudent Enrich
Revenue and Support

Revenue Composition

Contributions and Grants
$88,603
Program Service Revenue
$77,034
Investment Income
$107
Other Revenue
$15,172
All Other Contributions
$68,169
Change in Net Assets
$1,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$117,307
Grants and Similar Amounts Paid$62,203
Total Fundraising Expense$645
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$65,571--$65,571
Grants to Domestic Orgs$62,203--$62,203
Conferences and Meetings$8,313--$8,313
Payments to Affiliates$1,326--$1,326
Occupancy$1,062--$1,062
Fees for Services Accounting-$830-$830
Insurance-$540-$540
Other Expenses$36,653$326$633$326
Office Expenses-$303-$303
Information Technology-$190-$190
Fees for Services Lobbying$170--$170
All Other Expenses--$12$12
Total Functional Expenses$175,298$3,567$645$179,510
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Olympic View ElementarySeattle, WAGov'tInstructional/ programs support$62,203
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,648
Fundraising Gross Income$3,236
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Happy Hour$12,228$1,821$200$1,621
Fall Carnival$9,077$1,415$639$776
Total Events$21,305$3,236$4,648$-1,412
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Membership is open to all Parents, Community members, Teachers, Staff, Grandparents, Guardians, Students and other persons that support and encourage the purpose of PTA.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Members elect the officers of the Board of Directors.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Members adopt the annual budget, approve the standing rules, elect a nominating committee and elect officers.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Treasurer receives the draft Form 990 that is reviewed against the financial records and then shares the draft with the President(s). Questions and comments are discussed until the draft is final. The Treasurer communicates with the independent accounting firm to file and the President(s) sign the final draft making Form 990 official. The Form 990 will be discussed at a monthly Board meeting after it has been filed.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, conflict of interest policy and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Olympic View Elementary PTA
EIN
23-7194120
Phone
2062525500
Address
504 NE 95th St, Seattle, WA 98115

Signing Officer

Name
Diana Nickel
Title
Co-President
Signed
2018-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Nickel
Formed
1994
Legal Domicile
Wa
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
175

Preparer

Firm
Jones & Associates LLC CPAS
Address
1701 NE 104th Street, Seattle, WA 98125-7646
Preparer
Judy C Jones CPA
Phone
2065255170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Co-Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Co-Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Activities
IRS990/Form990PartVIISectionAGrp/TitleTxt7Activities
IRS990/Form990PartVIISectionAGrp/TitleTxt8Advocacy
IRS990/Form990PartVIISectionAGrp/TitleTxt9Communications
IRS990/Form990PartVIISectionAGrp/TitleTxt10Family Engmt
IRS990/Form990PartVIISectionAGrp/TitleTxt11Family Engmt
IRS990/Form990PartVIISectionAGrp/TitleTxt12Family Engmt
IRS990/Form990PartVIISectionAGrp/TitleTxt13Family Engmt
IRS990/Form990PartVIISectionAGrp/TitleTxt14Fundraising
IRS990/Form990PartVIISectionAGrp/TitleTxt15Fundraising
IRS990/Form990PartVIISectionAGrp/TitleTxt16Membership
IRS990/Form990PartVIISectionAGrp/TitleTxt17Student Enrich
IRS990/Form990PartVIISectionAGrp/TitleTxt18Student Enrich
IRS990/Form990PartVIISectionAGrp/TitleTxt19Student Enrich
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt018069
IRS990/FundraisingDirectExpensesAmt04648
IRS990/FundraisingGrossIncomeAmt03236
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt062203
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt062203
IRS990/GrantsToDomesticOrgsGrp/TotalAmt062203
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0204130
IRS990/GrossSalesOfInventoryAmt035150
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0190
IRS990/InformationTechnologyGrp/TotalAmt0190
IRS990/InsuranceGrp/ManagementAndGeneralAmt0540
IRS990/InsuranceGrp/TotalAmt0540
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0107
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0107
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0WA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt02365
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The OVPTA provides financial and volunteer support while building community so our students are challenged to reach their full intellectual, social, emotional and physical potential and to develop as thoughtful citizens.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0111630
IRS990/NetAssetsOrFundBalancesEOYAmt0113036
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1412
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1412
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt016584
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt016584
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0317
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt01062
IRS990/OccupancyGrp/TotalAmt01062
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0303
IRS990/OfficeExpensesGrp/TotalAmt0303
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Program Supplies
IRS990/OtherExpensesGrp/Desc1Bank Fees
IRS990/OtherExpensesGrp/Desc2Move-A-Thon Supplies
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt0633
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01378
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1326
IRS990/OtherExpensesGrp/ProgramServicesAmt036653
IRS990/OtherExpensesGrp/TotalAmt036653
IRS990/OtherExpensesGrp/TotalAmt11378
IRS990/OtherExpensesGrp/TotalAmt2633
IRS990/OtherExpensesGrp/TotalAmt3326
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt01326
IRS990/PaymentsToAffiliatesGrp/TotalAmt01326
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Diana Nickel
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0After School Programs
IRS990/ProgramServiceRevenueGrp/Desc1Drama
IRS990/ProgramServiceRevenueGrp/Desc2PE Summer Camp
IRS990/ProgramServiceRevenueGrp/Desc3Social Events
IRS990/ProgramServiceRevenueGrp/Desc4Yearbook
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt048415
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110434
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23790
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36294
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt44456
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt048415
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110434
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23790
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt44456
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt067949
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt064862
IRS990/PYInvestmentIncomeAmt0172
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt078568
IRS990/PYOtherRevenueAmt016701
IRS990/PYProgramServiceRevenueAmt052353
IRS990/PYRevenuesLessExpensesAmt0-6255
IRS990/PYTotalExpensesAmt0143430
IRS990/PYTotalRevenueAmt0137175
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$1.34$2.07$0.73
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$2.67$1.44$1.23
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.04$0.73$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.49$0.52$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.68$1.68$1.22$1.29$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.84$1.69$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$1.94$1.48$0.46
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.81$1.80$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.12$1.12$1.37$1.43$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.18$1.18$1.22$1.30$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.26$1.26$1.27$1.20$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$1.19$1.47$1.53$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$1.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$1.24$1.42$0.18