Civic Intelligence

Lockwood Elementary Parent-Teacher Association

990EZ • Fiscal year 2024 • EIN 23-7442299

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 19, 2024

15 Oregon Avenue Suite 202Tacoma, WA 98409-7463

(206) 992-1548

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

8.8%

Higher net margin than 60% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

-2.9%

Faster revenue growth than 42% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$76,530

Up $7,978 (+12%) from 2023

Net Assets

Up

$76,530

Up $7,978 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$89,574

Down $2,704 (-2.9%) from 2023

Expenses

Up

$81,696

Up $10,860 (+15%) from 2023

Net Income

Down

$7,878

Down $13,564 (-63%) from 2023

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

2024

Assets$76,530
Liabilities$0
Net Assets$76,530

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

2024

Revenue$89,574
Expenses$81,696
Net Income$7,878
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 19, 2024
Return Version
2023v5.0
Gross Receipts
$98,723
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$0$14,000
Enrichment: PTA provides to the school additional after-school educational classes such as computer programming, language skills and music benefiting over 100 students.$0$12,179
Complete purchase of Choir risers to benefit the whole school.$0$9,137
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kris Somol-HamasakiPresidentFT$0--
Allegra GallacherCo-PresidentFT$0--
Todd KlugerTreasurerPT$0--
Jessa LynchSecretaryPT$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
2024-10-19
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

Other expenses include cost of activities, Book Fair, Food and items for staff appreciation, 5th grade graduation, hospitality and events we put on at the school to benefit students.

Raw XML Appendix210 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/CityNm0Kenmore
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098028
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Todd Kluger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessa Lynch
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt033163
IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0667
IRS990EZ/ProgramServiceRevenueAmt014487
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/DescriptionProgramSrvcAccomTxt2Complete purchase of Choir risers to benefit the whole school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012179
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29137
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt081696
IRS990EZ/TotalProgramServiceExpensesAmt035316
IRS990EZ/TotalRevenueAmt089574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other expenses include cost of activities, Book Fair, Food and items for staff appreciation, 5th grade graduation, hospitality and events we put on at the school to benefit students.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lockwood PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02069921548
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-19
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/ReturnTs02024-10-19T02:09:42Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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