Civic Intelligence

Lockwood Elementary PTA

EIN 23-7442299 • 501(c)3 • Tacoma, WA

Profile

Supporting the needs of parents, students, and teachers at Lockwood Elementary School through community building activities in the educational, professional, and social arenas.

15 Oregon Avenue Suite 202Tacoma, WA 98409-7463
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

34th percentile

-6.8%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

50th percentile

-0.9%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$72,618

Down $3,912 (-5.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$72,618

Down $3,912 (-5.1%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin34th percentile

Revenue

Down

$57,499

Down $32,075 (-36%) from 2024

Expenses

Down

$61,411

Down $20,285 (-25%) from 2024

Net Income

Down

-$3,912

Down $11,790 (-150%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$80K$60K$40K$20K$0Assets 2022: $47,067Liabilities 2022: $0Net Assets 2022: $47,0672022Assets 2023: $68,552Liabilities 2023: $0Net Assets 2023: $68,5522023Assets 2024: $76,530Liabilities 2024: $0Net Assets 2024: $76,5302024Assets 2025: $72,618Liabilities 2025: $0Net Assets 2025: $72,6182025

Highlighted filing

2025

Assets$72,618
Liabilities$0
Net Assets$72,618
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

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

$100K$50K$0-$50KRevenue 2022: $59,084Expenses 2022: $52,815Net Income 2022: $6,2692022Revenue 2023: $92,278Expenses 2023: $70,836Net Income 2023: $21,4422023Revenue 2024: $89,574Expenses 2024: $81,696Net Income 2024: $7,8782024Revenue 2025: $57,499Expenses 2025: $61,411Net Income 2025: -$3,9122025

Highlighted filing

2025

Revenue$57,499
Expenses$61,411
Net Income-$3,912
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,618
Liabilities
$0
Net assets
$72,618
Revenue
$57,499
Expenses
$61,411
Net income
-$3,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$57.5$61.4$3.91
2024Detailed filing. Detailed filing data is available for this year.$76.5$0.00$76.5$89.6$81.7$7.88
2023Detailed filing. Detailed filing data is available for this year.$68.6$0.00$68.6$92.3$70.8$21.4
2022Detailed filing. Detailed filing data is available for this year.$47.1$0.00$47.1$59.1$52.8$6.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.1
Gross Receipts
$60,401
Mission and Program Overview

Mission

Supporting the needs of parents students and teachers at Lockwood Elementary School through community building activities in the educational professional and social arenas

Supporting the needs of parents, students, and teachers at Lockwood Elementary School through community building activities in the educational, professional, and social arenas.

Program Services

DescriptionGrantsExpenses
Field Trip Stipend: PTA provides to the school additional resources to conduct Field Trips for all students for educational purposes. Benefiting over 400 students-$12,000
Enrichment: PTA provides to the school additional after-school educational classes such as computer programming, language skills and music benefiting over 100 students.-$6,116
Classroom Stipends are money given to teachers to cover the cost of classroom supplies.-$5,296
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emi GriessePresidentPT$0--
Cary AmblerCo-PresidentPT$0--
Brandon WilsonTreasurer-$0--
Ashley WilsonCo-Treasurer-$0--
Erica GilsonCo-Secretary-$0--
Rebecca SkoogCo-Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Lockwood Elementary PTA
EIN
23-7442299
Phone
2067186045
Address
15 Oregon Avenue Suite 202, Tacoma, WA 98409-7463

Signing Officer

Name
Brandon Wilson
Title
Treasurer
Phone
2067186045
Signed
2025-11-10
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 10

“These are grants to the school for field trips and class room supplies. This includes fees to state and council PTAs and teacher appreciation.”

990-EZ, Part I, Line 16

“This includes insurance, required PTA training, grants to the school district for ground improvements and student events.”

Raw XML Appendix239 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
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Emi Griesse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cary Ambler
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ashley Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Erica Gilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Rebecca Skoog
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt029656
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supporting the needs of parents, students, and teachers at Lockwood Elementary School through community building activities in the educational, professional, and social arenas.
IRS990EZ/PrintingPublicationsPostageAmt0200
IRS990EZ/ProgramServiceRevenueAmt09151
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enrichment: PTA provides to the school additional after-school educational classes such as computer programming, language skills and music benefiting over 100 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Field Trip Stipend: PTA provides to the school additional resources to conduct Field Trips for all students for educational purposes. Benefiting over 400 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Classroom Stipends are money given to teachers to cover the cost of classroom supplies.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06116
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25296
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0115
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalExpensesAmt061411
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038165
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017452
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00004
IRS990ScheduleA/InvestmentIncomePYPct00.00003
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09200
IRS990ScheduleA/Total509Grp/TotalAmt0202650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038167
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017454
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0202658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0These are grants to the school for field trips and class room supplies. This includes fees to state and council PTAs and teacher appreciation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This includes insurance, required PTA training, grants to the school district for ground improvements and student events.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Brandon Wilson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02067186045
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lockwood Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0237442299
ReturnHeader/Filer/PhoneNum02067186045
ReturnHeader/Filer/USAddress/AddressLine1Txt015 Oregon Avenue Suite 202
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0984097463
ReturnHeader/ReturnTs02025-11-10T06:10:53Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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