Civic Intelligence

Mcdonald Elementary PTA

990 • Fiscal year 2023 • EIN 27-2995791

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

144 NE 54th StreetSeattle, WA 98105

(206) 252-2900

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-3.1%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$565,837

Up $65,855 (+13%) from 2022

Net Assets

Up

$565,837

Up $65,855 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$392,026

Down $12,390 (-3.1%) from 2022

Expenses

Down

$326,171

Down $34,558 (-9.6%) from 2022

Net Income

Up

$65,855

Up $22,168 (+51%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $376,467Liabilities 2013: $32,726Net Assets 2013: $343,7412013Assets 2014: $531,344Liabilities 2014: $75,710Net Assets 2014: $455,6342014Assets 2015: $597,454Liabilities 2015: $103,508Net Assets 2015: $493,9462015Assets 2016: $630,073Liabilities 2016: $110,991Net Assets 2016: $519,0822016Assets 2017: $525,028Liabilities 2017: $104,534Net Assets 2017: $420,4942017Assets 2018: $434,764Liabilities 2018: $56,709Net Assets 2018: $378,0552018Assets 2019: $414,473Liabilities 2019: $67,484Net Assets 2019: $346,9892019Assets 2020: $451,970Liabilities 2020: $0Net Assets 2020: $451,9702020Assets 2021: $456,294Liabilities 2021: $0Net Assets 2021: $456,2942021Assets 2022: $499,982Liabilities 2022: $0Net Assets 2022: $499,9822022Assets 2023: $565,837Liabilities 2023: $0Net Assets 2023: $565,8372023Assets 2024: $585,026Liabilities 2024: $0Net Assets 2024: $585,0262024Assets 2025: $545,027Liabilities 2025: $0Net Assets 2025: $545,0272025

Highlighted filing

2023

Assets$565,837
Liabilities$0
Net Assets$565,837

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2013: $171,6802013Revenue 2014: $468,068Expenses 2014: $356,175Net Income 2014: $111,8932014Revenue 2015: $524,522Expenses 2015: $486,210Net Income 2015: $38,3122015Revenue 2016: $512,148Expenses 2016: $487,012Net Income 2016: $25,1362016Revenue 2017: $473,496Expenses 2017: $572,084Net Income 2017: -$98,5882017Revenue 2018: $428,503Expenses 2018: $470,942Net Income 2018: -$42,4392018Revenue 2019: $455,141Expenses 2019: $486,207Net Income 2019: -$31,0662019Revenue 2020: $488,954Expenses 2020: $383,973Net Income 2020: $104,9812020Revenue 2021: $202,099Expenses 2021: $197,775Net Income 2021: $4,3242021Revenue 2022: $404,416Expenses 2022: $360,729Net Income 2022: $43,6872022Revenue 2023: $392,026Expenses 2023: $326,171Net Income 2023: $65,8552023Revenue 2024: $437,925Expenses 2024: $418,736Net Income 2024: $19,1892024Revenue 2025: $417,176Expenses 2025: $457,175Net Income 2025: -$39,9992025

Highlighted filing

2023

Revenue$392,026
Expenses$326,171
Net Income$65,855
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$392,026
Mission and Program Overview

Mission

McDonald Elementary PTA is an inclusive organization of McDonald families and teachers that support McDonald International School through volunteering community-building and fundraising.

To serve the students and families of our school by keeping parents informed via the website, promoting parent involvement and provide funds to support the immersion education program, arts enrichment, literacy tutoring, leaning opportunities beyond the classroom, classroom materials, and after-school programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$499,982$565,837▲ $65,855
Total Assets$499,982$565,837▲ $65,855
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$499,982$565,837▲ $65,855
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$499,982$565,837▲ $65,855
Total Liabilities and Net Assets / Fund Balance$499,982$565,837▲ $65,855
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cara MatteraCommunication Co-chair
Cristina TelleriaCommunication Co-chair
Emily DrakeDiversity, Equity, Inclusion Co-chair
Lisa GehretDiversity, Equity, Inclusion Co-chair
Katie NaeveFundraising Co-chair
Katie OlsonFundraising Co-chair
Joe KlarmanVolunteer Coordinator Co-chair
Peter Quezada ValdezVolunteer Coordinator Co-chair
Jackson LumPresident
Gillian WeissBuilding Leadership Team Rep
Yuka TakamiyaBuilding Leadership Team Rep
Miko PollardDual Language Immersion Advocacy
Yuko KitsisDual Language Immersion Advocacy
Eriko MooreEvent Coordinator
Danica NoblesLegislative Advocacy
Reina BurnettLegislative Advocacy
Lily EakinSecretary
Daniela BrannonTreasurer
Jessica VillarTreasurer
Dawn SimmonsVP
Kathleen RankinVP
Revenue and Support

Revenue Composition

Contributions and Grants
$392,026
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$392,026
Change in Net Assets
$65,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$263,240
Other Expenses$62,931
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$256,116--$256,116
Grants to Domestic Individuals$7,124--$7,124
Fees for Services Accounting-$2,581-$2,581
Office Expenses-$1,018-$1,018
Payments to Affiliates-$851-$851
Fees for Services Other$800--$800
Information Technology-$238-$238
Insurance-$175-$175
Other Expenses$11,932$10-$10
Total Functional Expenses$321,163$5,008$0$326,171
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seattle Public SchoolsSeattle, WAGovernmentSupporting Educational Activities$248,009
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the 990 is not provided to the board prior to filing. Once complete the form is shared with members of the governing body.

Form 990, Part VI, Section B, Line 12C

All the board members sign the document conflict of interest policy every year. The monitoring and enforcement of the policy are consistent and regular.

Form 990, Part VI, Section C, Line 19

All financial data, board and committee meeting minutes, conflict of interest policy and governing documents are uploaded to the shared drive so that all board members have access. To the extent that anyone can be a member of the organization these documents are public.

Filing and Contact Details

Filer

Filer Name
Mcdonald Elementary Pta
EIN
27-2995791
Phone
2062522900
Address
144 NE 54TH STREET, SEATTLE, WA 98105

Signing Officer

Name
Jessica Villar
Title
Treasurer
Phone
2062522900
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jackson Lum
Formed
2010
Legal Domicile
Wa
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
50

Preparer

Firm
Greenwood Ohlund Ps
Address
4241 21ST AVE W SUITE 400, SEATTLE, WA 98199
Preparer
AMANDA O'ROURKE CPA
Phone
2067821767
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SERVE THE STUDENTS AND FAMILIES OF OUR SCHOOL BY KEEPING PARENTS INFORMED VIA THE WEBSITE, PROMOTING PARENT INVOLVEMENT AND PROVIDE FUNDS TO SUPPORT THE IMMERSION EDUCATION PROGRAM, ARTS ENRICHMENT, LITERACY TUTORING, LEANING OPPORTUNITIES BEYOND THE CLASSROOM, CLASSROOM MATERIALS, AND AFTER-SCHOOL PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0499982
IRS990/NetAssetsOrFundBalancesEOYAmt0565837
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0499982
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0565837
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01018
IRS990/OfficeExpensesGrp/TotalAmt01018
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL ASSISTANC
IRS990/OtherExpensesGrp/Desc1STUDENT SUPPORT & OUTRE
IRS990/OtherExpensesGrp/Desc2TAXES & LICENSES
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0135
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
IRS990/OtherExpensesGrp/ProgramServicesAmt045191
IRS990/OtherExpensesGrp/ProgramServicesAmt111932
IRS990/OtherExpensesGrp/TotalAmt045191
IRS990/OtherExpensesGrp/TotalAmt111932
IRS990/OtherExpensesGrp/TotalAmt2135
IRS990/OtherExpensesGrp/TotalAmt310
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0851
IRS990/PaymentsToAffiliatesGrp/TotalAmt0851
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JACKSON LUM
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0404387
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0347674
IRS990/PYInvestmentIncomeAmt029
IRS990/PYOtherExpensesAmt013055
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt043687
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0360729
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0404416
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt065855
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0392026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0404387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0202057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0484374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0443084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01925928
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06708
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08937
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0121405
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99540
IRS990ScheduleA/PublicSupportPY170Pct00.99310
IRS990ScheduleA/PublicSupportTotal170Amt01925928
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0392026
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0404387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0202057
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0484374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0443084
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01925928
IRS990ScheduleA/TotalSupportAmt01934865
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07124
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GRANTS GIVEN BY PTA BUILDING LEADERSHIP TEAM COMMITTEE TO TEACHERS AND SCHOOL STAFF
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/RecipientTable/CashGrantAmt0248009
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVERNMENT
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTING EDUCATIONAL ACTIVITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEATTLE PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0916001541
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02445 3RD AVENUE SOUTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098134
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MONITORING IS THE RESPONSIBILITY OF THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS NOT PROVIDED TO THE BOARD PRIOR TO FILING. ONCE COMPLETE THE FORM IS SHARED WITH MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL THE BOARD MEMBERS SIGN THE DOCUMENT CONFLICT OF INTEREST POLICY EVERY YEAR. THE MONITORING AND ENFORCEMENT OF THE POLICY ARE CONSISTENT AND REGULAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL FINANCIAL DATA, BOARD AND COMMITTEE MEETING MINUTES, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE UPLOADED TO THE SHARED DRIVE SO THAT ALL BOARD MEMBERS HAVE ACCESS. TO THE EXTENT THAT ANYONE CAN BE A MEMBER OF THE ORGANIZATION THESE DOCUMENTS ARE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0499982
IRS990/TotalAssetsEOYAmt0565837
IRS990/TotalAssetsGrp/BOYAmt0499982
IRS990/TotalAssetsGrp/EOYAmt0565837
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0392026
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05008
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0321163
IRS990/TotalFunctionalExpensesGrp/TotalAmt0326171

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