Civic Intelligence

Olympic View Elementary School Parent Teacher Association

990 • Fiscal year 2019 • EIN 23-7194120

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 30, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

59th percentile

7.9%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

61st percentile

9.1%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

-5.4%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$173,470

Up $14,535 (+9.1%) from 2018

Net Assets

Up

$173,470

Up $14,535 (+9.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$183,907

Down $10,435 (-5.4%) from 2018

Expenses

Up

$169,372

Up $20,929 (+14%) from 2018

Net Income

Down

$14,535

Down $31,364 (-68%) from 2018

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

2019

Assets$173,470
Liabilities$0
Net Assets$173,470

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

2019

Revenue$183,907
Expenses$169,372
Net Income$14,535
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$218,613
Mission and Program Overview

Mission

The OV PTA 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.

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$88,687$103,997▲ $15,310
Cash and Non-Interest-Bearing Accounts$70,248$69,473▼ $775
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$158,935$173,470▲ $14,535
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$158,935$173,470▲ $14,535
Total Net Assets Fund Balance$158,935$173,470▲ $14,535
Total Liabilities and Net Assets / Fund Balance$158,935$173,470▲ $14,535
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jared BanksCo-President
Kristina BernhardtCo-President
Heba TarekDirector
Jackie HillmanDirector
Jeff DottsDirector
Kara BrunsDirector
Laura KunenDirector
Megan NelsonDirector
Melanie JorgensonDirector
Nat AndersonDirector
Shannon BarnesDirector
Krista WhitmanCo-Treasurer
Chelsea ShippCo-Vice Pres
Rebecca LetwinCo-Vice Pres
Christel BergLead Treasurer
Amy BoelterSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$92,803
Program Service Revenue
$72,687
Investment Income
$91
Other Revenue
$18,326
All Other Contributions
$79,971
Change in Net Assets
$14,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,329
Grants and Similar Amounts Paid$60,043
Total Fundraising Expense$4,141
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,043--$60,043
Other Expenses$5,910-$4,141$4,141
All Other Expenses$2,944--$2,944
Fees for Services Other-$1,770-$1,770
Fees for Services Accounting-$1,415-$1,415
Advertising$651--$651
Insurance-$550-$550
Office Expenses-$423-$423
Information Technology-$355-$355
Fees for Services Legal-$60-$60
Total Functional Expenses$160,658$4,573$4,141$169,372
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Olympic View ElementarySeattle, WAGov'tInstructional/ programs support$60,043
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,032
Fundraising Direct Expenses$34,706
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$36,928$24,096-$24,096
Plant Sale$22,747$22,747$9,945$12,802
Total Events$65,864$53,032$34,706$18,326
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 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 e-file authorization making the Form 990 official. The Form 990 is 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
Kristina Bernhardt
Title
Co-President
Signed
2019-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristina Bernhardt
Formed
1994
Legal Domicile
Wa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
175

Preparer

Firm
Jones & Associates PLLC CPAS
Address
1701 NE 104th Street, Seattle, WA 98125-7646
Preparer
Judy C Jones CPA
Phone
2065255170
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IRS990/GrantAmt060043
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt060043
IRS990/GrantsToDomesticOrgsGrp/TotalAmt060043
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0218613
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0355
IRS990/InformationTechnologyGrp/TotalAmt0355
IRS990/InsuranceGrp/ManagementAndGeneralAmt0550
IRS990/InsuranceGrp/TotalAmt0550
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt091
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt091
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0WA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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/NetAssetsOrFundBalancesBOYAmt0158935
IRS990/NetAssetsOrFundBalancesEOYAmt0173470
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt018326
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018326
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt012832
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0423
IRS990/OfficeExpensesGrp/TotalAmt0423
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Student Programs
IRS990/OtherExpensesGrp/Desc1Special Projects
IRS990/OtherExpensesGrp/Desc2Social Events
IRS990/OtherExpensesGrp/Desc3Fundraising
IRS990/OtherExpensesGrp/FundraisingAmt04141
IRS990/OtherExpensesGrp/ProgramServicesAmt083335
IRS990/OtherExpensesGrp/ProgramServicesAmt17775
IRS990/OtherExpensesGrp/ProgramServicesAmt25910
IRS990/OtherExpensesGrp/TotalAmt083335
IRS990/OtherExpensesGrp/TotalAmt17775
IRS990/OtherExpensesGrp/TotalAmt25910
IRS990/OtherExpensesGrp/TotalAmt34141
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Kristina Bernhardt
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/RelatedOrExemptFuncIncomeAmt041877
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111162
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23780
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37520
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt45729
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041877
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111162
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23780
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37520
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt45729
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0102637
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt041452
IRS990/PYInvestmentIncomeAmt044
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0106991
IRS990/PYOtherRevenueAmt020093
IRS990/PYProgramServiceRevenueAmt071568
IRS990/PYRevenuesLessExpensesAmt045899
IRS990/PYTotalExpensesAmt0148443
IRS990/PYTotalRevenueAmt0194342
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt014535
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt072687
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt088687
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103997
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt017655
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt026628
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt08252
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt06952
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt061487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt092803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0102637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt088603
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt067949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0410436
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071568

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