Civic Intelligence

Berney Elementary School PTA

990EZ • Fiscal year 2017 • EIN 23-7421896

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

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

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

89th percentile

43%

Higher net margin than 89% 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

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$29,127

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

Net Assets

Up

$29,008

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

Liabilities

Flat

$119

Flat from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin89th 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

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2017

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

Operations Trend

Revenue Growth23rd 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

2017

Revenue$18,270
Expenses$10,424
Net Income$7,846
Open 2017 Filing
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 Pay76th 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Berney PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum05095273060
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01718 Pleasant
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Walla Walla
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099362
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021281
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029127
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0697
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07846
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0295
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021281
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029127
IRS990EZ/FundraisingGrossIncomeAmt041221
IRS990EZ/GrossReceiptsAmt042586
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0665
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021162
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029008
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021162
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029008
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rachel McCauley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Slusser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer McNeill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jill Gentry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010129
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Benefit Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Leadership Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01818
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15879
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21336
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024316
IRS990EZ/SpecialEventsNetIncomeLossAmt016905
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0119
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0119
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010424
IRS990EZ/TotalProgramServiceExpensesAmt09033
IRS990EZ/TotalRevenueAmt018270
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016463
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt023335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0151645
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0168108
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt052578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029657
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023816
IRS990ScheduleA/Total509Grp/TotalAmt0168108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt042586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029659
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023821
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0168123
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024216
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cookie Dough
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Kearbey Benefit Sale
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05428
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028754
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05428
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039237
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015021
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02049
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024216
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016739
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05428
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits