Civic Intelligence

Lockwood Elementary Parent-Teacher Association

990EZ • Fiscal year 2023 • EIN 23-7442299

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 17, 2023

Organization Profilelockwoodpta.org
15 Oregon Avenue Suite 202Tacoma, WA 98409-7463

(206) 992-1548

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$68,552

Up $21,485 (+46%) from 2022

Net Assets

Up

$68,552

Up $21,485 (+46%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Up

$92,278

Up $33,194 (+56%) from 2022

Expenses

Up

$70,836

Up $18,021 (+34%) from 2022

Net Income

Up

$21,442

Up $15,173 (+242%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$68,552
Liabilities$0
Net Assets$68,552
Open 2023 Filing

Operations Trend

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

2023

Revenue$92,278
Expenses$70,836
Net Income$21,442
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 17, 2023
Return Version
2022v5.0
Gross Receipts
$106,790
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
Enrichment: PTA provides to the school additional after-school educational classes such as computer programming, language skills and music benefiting over 100 students.-$12,301
Playground equipment for school. Grant to complete purchase. Benefits over 400 students.$5,000$5,000
Field Trip Stipend: PTA provides to the school additional resources to conduct Field Trips for all students for educational purposes. Benefiting over 400 students-$4,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gavin DoylePresidentPT$0--
Tessa BlocksomVice PresidentPT$0--
Abby PolaskoTreasurerPT$0--
Elizabeth BellSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Lockwood Elementary PTA
EIN
23-7442299
Phone
2069921548
Address
15 Oregon Avenue Suite 202, Tacoma, WA 98409-7463

Signing Officer

Name
Lockwood PTA Treasurer
Title
Treasurer
Phone
2069921548
Signed
2023-10-17
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 8

“Credit Cards fees during fundraiser paid by donations”

990-EZ, Part I, Line 16

“Other expenses include: Insurance bond, Book Fair, Mascot costume, Food and items for: Staff appreciation, 5th grade graduation & Hospitality”

Raw XML Appendix202 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/PersonNm0Gavin Doyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tessa Blocksom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Abby Polasko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Elizabeth Bell
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt018035
IRS990EZ/OtherRevenueTotalAmt03075
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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/PrintingPublicationsPostageAmt01092
IRS990EZ/ProgramServiceRevenueAmt022079
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/DescriptionProgramSrvcAccomTxt2Playground equipment for school. Grant to complete purchase. Benefits over 400 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalExpensesAmt070836
IRS990EZ/TotalProgramServiceExpensesAmt022201
IRS990EZ/TotalRevenueAmt092278
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065980
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Credit Cards fees during fundraiser paid by donations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other expenses include: Insurance bond, Book Fair, Mascot costume, Food and items for: Staff appreciation, 5th grade graduation & Hospitality
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lockwood PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02069921548
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lockwood Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0237442299
ReturnHeader/Filer/PhoneNum02069921548
ReturnHeader/Filer/USAddress/AddressLine1Txt015 Oregon Avenue Suite 202
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0984097463
ReturnHeader/ReturnTs02023-10-17T22:20:21Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,552
Liabilities
$0
Net assets
$68,552
Revenue
$92,278
Expenses
$70,836
Net income
$21,442
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