Civic Intelligence

Berney PTA Walla Walla Council 1265

EIN 23-7421896 • 501(c)3 • Tacoma, WA

Profile

Promotion of the health, welfare, safety and education of children and youth. Work within and in partnership with the school community to develop programs, projects and activities for children and youth.

1304 South Fawcett AvenueTacoma, WA 98402

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

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

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 2017

Asset Growth

83rd percentile

37%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

33rd percentile

-20%

Faster revenue growth than 33% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$29,127

Up $7,846 (+37%) from 2016

Liabilities

Flat

$119

Flat from 2016

Net Assets

Up

$29,008

Up $7,846 (+37%) from 2016

Operations
Liabilities / Revenue67th percentileNet Margin87th percentile

Revenue

Down

$18,270

Down $4,681 (-20%) from 2016

Expenses

Down

$10,424

Down $6,147 (-37%) from 2016

Net Income

Up

$7,846

Up $1,466 (+23%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$30K$20K$10K$0Assets 2015: $14,901Liabilities 2015: $119Net Assets 2015: $14,7822015Assets 2016: $21,281Liabilities 2016: $119Net Assets 2016: $21,1622016Assets 2017: $29,127Liabilities 2017: $119Net Assets 2017: $29,0082017

Highlighted filing

2017

Assets$29,127
Liabilities$119
Net Assets$29,008
Open 2017 Filing

Operations Trend

Revenue Growth33rd percentile

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

$30K$20K$10K$0Revenue 2015: $19,580Expenses 2015: $15,625Net Income 2015: $3,9552015Revenue 2016: $22,951Expenses 2016: $16,571Net Income 2016: $6,3802016Revenue 2017: $18,270Expenses 2017: $10,424Net Income 2017: $7,8462017

Highlighted filing

2017

Revenue$18,270
Expenses$10,424
Net Income$7,846
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,127
Liabilities
$119
Net assets
$29,008
Revenue
$18,270
Expenses
$10,424
Net income
$7,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$29.1$0.12$29.0$18.3$10.4$7.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.3$0.12$21.2$23.0$16.6$6.38
2015Detailed filing. Detailed filing data is available for this year.$14.9$0.12$14.8$19.6$15.6$3.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$42,586
Mission and Program Overview

Mission

Promotion of the health, welfare, safety and education of children and youth. Work within and in partnership with the school community to develop programs, projects and activities for children and youth.

Program Services

DescriptionGrantsExpenses
Student Benefit Programs$5,879-
Classroom support$1,818-
Student Leadership Programs$1,336-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel McCauleyPresident-$0--
Heather SlusserVice President-$0--
Jennifer McNeillTreasurer-$0--
Jill GentrySecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$28,754$28,754$16,739$12,015
Kearbey Benefit Sale$5,428$5,428$5,428$0
Total Events$39,237$39,237$24,216$15,021
Filing and Contact Details

Filer

Filer Name
Berney PTA Walla Walla Council 1265
EIN
23-7421896
Address
1304 South Fawcett Avenue, Tacoma, WA 98402

Signing Officer

Name
Rachel McCauley
Title
President
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Patton & Associates LLC
Address
30 W Main Suite 306 - PO Box 947, WALLA WALLA, WA 99362-0362
Preparer
Bradley C Patton
Phone
5095254200
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $128”

Other Expenses.1012

“Insurance $315”

Other Expenses.1

“Student Benefit $5879”

Other Expenses.2

“Classroom Support $1818”

Other Expenses.3

“Student Leadership Support $1336”

Other Expenses.4

“Membership Fees $653”

Total Liabilities.1

“Funds Held for Drama Club - Beginning $119 Funds Held for Drama Club - Ending $119”

Raw XML Appendix196 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherExpensesTotalAmt010129
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21336
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt010424
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IRS990EZ/TotalRevenueAmt018270
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Benefit $5879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Classroom Support $1818
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Leadership Support $1336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Fees $653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Funds Held for Drama Club - Beginning $119 Funds Held for Drama Club - Ending $119
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel McCauley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Berney PTA Walla Walla Council 1265
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0237421896
ReturnHeader/Filer/USAddress/AddressLine1Txt01304 South Fawcett Avenue
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATTON & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 W Main Suite 306 - PO Box 947
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLA WALLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0993620362
ReturnHeader/PreparerPersonGrp/PhoneNum05095254200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley C Patton
ReturnHeader/ReturnTs02017-11-13T10:07:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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