Civic Intelligence

Lakeland Hills Elementary PTA9-2-19

990EZ • Fiscal year 2015 • EIN 30-0359820

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

Organization ProfileN/A
2003 65th Ave WestTacoma, WA 98466

(253) 929-8256

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

59th percentile

7.1%

Higher net margin than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$29,392

Up $6,559 (+29%) from 2014

Net Assets

Up

$29,392

Up $6,559 (+29%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$92,207

Up $27,104 (+42%) from 2014

Expenses

Up

$85,617

Up $15,622 (+22%) from 2014

Net Income

Up

$6,590

Up $11,482 (+235%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$80K$60K$40K$20K$0Assets 2013: $27,445Net Assets 2013: $27,4452013Assets 2014: $22,833Net Assets 2014: $22,8332014Assets 2015: $29,392Net Assets 2015: $29,3922015Assets 2016: $33,645Net Assets 2016: $33,6452016Assets 2017: $41,771Net Assets 2017: $41,7712017Assets 2021: $41,471Net Assets 2021: $41,4712021Assets 2022: $58,521Net Assets 2022: $58,5212022Assets 2023: $63,230Net Assets 2023: $63,2302023Assets 2024: $60,172Net Assets 2024: $60,1722024

Highlighted filing

2015

Assets$29,392
Liabilities-
Net Assets$29,392
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

$100K$50K$0-$50KRevenue 2013: $82,098Expenses 2013: $87,111Net Income 2013: -$5,0132013Revenue 2014: $65,103Expenses 2014: $69,995Net Income 2014: -$4,8922014Revenue 2015: $92,207Expenses 2015: $85,617Net Income 2015: $6,5902015Revenue 2016: $80,710Expenses 2016: $76,460Net Income 2016: $4,2502016Revenue 2017: $67,326Expenses 2017: $59,200Net Income 2017: $8,1262017Revenue 2021: $28,444Expenses 2021: $51,728Net Income 2021: -$23,2842021Revenue 2022: $87,177Expenses 2022: $70,127Net Income 2022: $17,0502022Revenue 2023: $78,421Expenses 2023: $73,712Net Income 2023: $4,7092023Revenue 2024: $76,651Expenses 2024: $79,709Net Income 2024: -$3,0582024

Highlighted filing

2015

Revenue$92,207
Expenses$85,617
Net Income$6,590
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$131,467
Mission and Program Overview

Mission

To support the education, health, and welfare of all children and youth

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION-BOOK FAIR, YEAR BOOKS, THEATER PRODUCTION, SCIENCE FAIR, READING PROGRAMS, MATH PROGRAMS, ART PROGRAM, SCHOOL SUPPLY KITS$16,683$36,595
PARENT INVOLVEMENT/EDUCATION-FAMILY ACTIVITIES, PARENT EDUCATION$120$14,052
COMMUNITY/VOLUNTEER INVOLVEMENT AND RECOGNITION$542$10,805
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERI MIDDLEBURGCo-PresidentPT$0--
PATI RANGELCo-PresidentPT$0--
JEN ANDERSONVice PresidentPT$0--
SHANNON PADURSecretaryPT$0--
DENISE OPSAHLTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$38,457$38,457$15,655$22,802
Dinner Auction$9,079$9,079$3,648$5,431
Total Events$55,476$55,476$27,210$28,266
Filing and Contact Details

Filer

Filer Name
Lakeland Hills Elementary Pta 9219
EIN
30-0359820
Phone
2539298256
Address
2003 65TH AVE WEST, TACOMA, WA 98466

Signing Officer

Name
Denise Opsahl
Title
Treasurer
Phone
2539298256
Signed
2015-11-05

Preparer

Firm
Jami Overby CPA
Address
3203 28th St SE, Puyallup, WA 98374
Preparer
Jami Overby
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Grant to auburn school district grants auburn school district related organization 17385. Membership service fees membership service fees wa state pta related organization 2200.”

Form 990EZ, Part I, Line 16

“Fundraising activities 18843. Program activities 41413. Teacher funding 3501. Other 1775.”

Raw XML Appendix178 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/PersonNm0DENISE OPSAHL
IRS990EZ/BooksInCareOfDetail/PhoneNum02539298256
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01020 EVERGREEN WAY SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022802
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029392
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt056733
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06590
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022802
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029392
IRS990EZ/FundraisingGrossIncomeAmt036963
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019585
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0131467
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02515
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022802
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029392
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022802
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029392
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KERI MIDDLEBURG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATI RANGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNON PADUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENISE OPSAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065532
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION, HEALTH, AND WELFARE OF ALL CHILDREN AND YOUTH
IRS990EZ/ProgramServiceRevenueAmt035254
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION-BOOK FAIR, YEAR BOOKS, THEATER PRODUCTION, SCIENCE FAIR, READING PROGRAMS, MATH PROGRAMS, ART PROGRAM, SCHOOL SUPPLY KITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PARENT INVOLVEMENT/EDUCATION-FAMILY ACTIVITIES, PARENT EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY/VOLUNTEER INVOLVEMENT AND RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016683
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1120
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2542
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt036595
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114052
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210805
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt039260
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2297
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085617
IRS990EZ/TotalProgramServiceExpensesAmt061452
IRS990EZ/TotalRevenueAmt092207
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt053012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0157600
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0212
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0116472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt062698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0373570
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0289
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0531170
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0123434
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0108520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0124547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076889
IRS990ScheduleA/Total509Grp/TotalAmt0531170
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0531459
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027210
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DINNER AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055476
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028266
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0640
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0640
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07267
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026570
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015655
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT TO AUBURN SCHOOL DISTRICT GRANTS AUBURN SCHOOL DISTRICT RELATED ORGANIZATION 17385. MEMBERSHIP SERVICE FEES MEMBERSHIP SERVICE FEES WA STATE PTA RELATED ORGANIZATION 2200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING ACTIVITIES 18843. PROGRAM ACTIVITIES 41413. TEACHER FUNDING 3501. OTHER 1775.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE OPSAHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02539298256
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKELAND HILLS ELEMENTARY PTA 9219
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0300359820
ReturnHeader/Filer/PhoneNum02539298256
ReturnHeader/Filer/USAddress/AddressLine1Txt02003 65TH AVE WEST
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jami Overby CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03203 28th St SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Puyallup
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098374
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMI OVERBY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-16T19:49:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,392
Liabilities
-
Net assets
$29,392
Revenue
$92,207
Expenses
$85,617
Net income
$6,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.2$60.2$76.7$79.7$3.06
2023Detailed filing. Detailed filing data is available for this year.$63.2$63.2$78.4$73.7$4.71
2022Detailed filing. Detailed filing data is available for this year.$58.5$58.5$87.2$70.1$17.1
2021Detailed filing. Detailed filing data is available for this year.$41.5$41.5$28.4$51.7$23.3
2017Detailed filing. Detailed filing data is available for this year.$41.8$41.8$67.3$59.2$8.13
2016Detailed filing. Detailed filing data is available for this year.$33.6$33.6$80.7$76.5$4.25
2015Detailed filing. Detailed filing data is available for this year.$29.4$29.4$92.2$85.6$6.59
2014Detailed filing. Detailed filing data is available for this year.$22.8$22.8$65.1$70.0$4.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$27.4$82.1$87.1$5.01