Civic Intelligence

Berney Elementary School PTA

990EZ • Fiscal year 2016 • EIN 23-7421896

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileN/A
1304 South Fawcett AvenueTacoma, WA 98402

(509) 527-3060

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$21,281

Up $6,380 (+43%) from 2015

Net Assets

Up

$21,162

Up $6,380 (+43%) from 2015

Liabilities

Flat

$119

Flat from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin83rd percentile

Revenue

Up

$22,951

Up $3,371 (+17%) from 2015

Expenses

Up

$16,571

Up $946 (+6.1%) from 2015

Net Income

Up

$6,380

Up $2,425 (+61%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$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

2016

Assets$21,281
Liabilities$119
Net Assets$21,162
Open 2016 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$22,951
Expenses$16,571
Net Income$6,380
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$52,580
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$12,679-
Classroom support$1,566-
Student Leadership Programs$1,566-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel McCauleyPresident-$0--
Heather SlusserTreasurer-$0--
Anabrenda BlethenVice President-$0--
Kelley HubbardSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$39,648$39,648$23,017$16,631
Total Events$39,648$39,648$23,017$16,631
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
2016-11-15
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 $124”

Other Expenses.1012

“Insurance $315”

Other Expenses.1

“Student Benefit $12679”

Other Expenses.2

“Classroom Support $1566”

Other Expenses.3

“Student Leadership Support $1314”

Other Expenses.4

“Membership Fees $573”

Total Liabilities.1

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

Raw XML Appendix187 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/TitleTxt1Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherExpensesTotalAmt016571
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promotion 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom support
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Leadership Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01566
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112679
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21566
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029629
IRS990EZ/SpecialEventsNetIncomeLossAmt021217
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0119
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0119
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016571
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IRS990EZ/TotalRevenueAmt022951
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013618
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0401
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016167
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0151712
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
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IRS990ScheduleA/InvestmentIncomeCYPct00.00010
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Benefit $12679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Classroom Support $1566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Student Leadership Support $1314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Fees $573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Funds Held for Drama Club - Beginning $119 Funds Held for Drama Club - Ending $119
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel McCauley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
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/ReturnTs02016-11-15T09:17:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,281
Liabilities
$119
Net assets
$21,162
Revenue
$22,951
Expenses
$16,571
Net income
$6,380
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
2016Detailed filing. Detailed filing data is available for this year.$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