Civic Intelligence

Lakeland Hills Elementary PTA9-2-19

990EZ • Fiscal year 2017 • EIN 30-0359820

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 30, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$41,771

Up $8,126 (+24%) from 2016

Net Assets

Up

$41,771

Up $8,126 (+24%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$67,326

Down $13,384 (-17%) from 2016

Expenses

Down

$59,200

Down $17,260 (-23%) from 2016

Net Income

Up

$8,126

Up $3,876 (+91%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$41,771
Liabilities-
Net Assets$41,771

Operations Trend

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

2017

Revenue$67,326
Expenses$59,200
Net Income$8,126
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 30, 2018
Return Version
2016v3.0
Gross Receipts
$101,628
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$8,727$27,232
PARENT INVOLVEMENT/EDUCATION-FAMILY ACTIVITIES, PARENT EDUCATION$1,236$6,110
COMMUNITY/VOLUNTEER INVOLVEMENT AND RECOGNITION$640$218
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH BURRELLCo-PresidentPT$0--
MARISA BOWMENCo-PresidentPT$0--
MAEGAN BOTHCo-Vice PresidentPT$0--
STEPHANIE NORDLANDCo-Vice PresidentPT$0--
VANESSA DRIESSENSecretaryPT$0--
SARA WOLDTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$40,170$40,170$1,198$38,972
Total Events$40,170$40,170$17,374$22,796
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
Sara Wold
Title
Treasurer
Phone
2539298256
Signed
2018-01-30

Preparer

Firm
Dm Tax & Bookkeeping LLC
Address
5810 218TH AVE E, LAKE TAPPS, WA 98391
Preparer
Darlene J Sondergaard
Phone
2538629174
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Grant to the auburn school district; grants; auburn school district: 915 4th st ne, auburn, wa, 9800

Form 990EZ, Part I, Line 10

Pta dues paid to wa state pta; membership service dues; wa state pta: 1304 s fawcett ave suite 300,

Form 990EZ, Part I, Line 16

Fundraising activities 6110.

Form 990EZ, Part I, Line 16

Program activities 38240.

Form 990EZ, Part I, Line 16

TEACHER FUNDING 218.

Form 990EZ, Part I, Line 16

OTHER 3191.

Raw XML Appendix192 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/PersonNm0SARA WOLD
IRS990EZ/BooksInCareOfDetail/PhoneNum02538767711
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01020 EVERGREEN WAY SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBURN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033645
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041771
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051633
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08126
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0838
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033645
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041771
IRS990EZ/FundraisingGrossIncomeAmt022834
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010603
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0101628
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02672
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033645
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041771
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033645
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041771
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH BURRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARISA BOWMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MAEGAN BOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE NORDLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VANESSA DRIESSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARA WOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047759
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION, HEALTH, AND WELFARE OF ALL CHILDREN AND YOUTH
IRS990EZ/ProgramServiceRevenueAmt024489
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/GrantsAndAllocationsAmt08727
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11236
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2640
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027232
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16110
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2218
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034302
IRS990EZ/SpecialEventsNetIncomeLossAmt0-11468
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059200
IRS990EZ/TotalProgramServiceExpensesAmt033560
IRS990EZ/TotalRevenueAmt067326
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt053012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0105343
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt089262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0116472
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt071535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0448985
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt078
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0554328
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0101627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0123434
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0124547
IRS990ScheduleA/Total509Grp/TotalAmt0554328
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0554406
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017374
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040170
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022796
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt016176
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt016176
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01198
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT TO THE AUBURN SCHOOL DISTRICT; GRANTS; AUBURN SCHOOL DISTRICT: 915 4TH ST NE, AUBURN, WA, 9800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA DUES PAID TO WA STATE PTA; MEMBERSHIP SERVICE DUES; WA STATE PTA: 1304 S FAWCETT AVE SUITE 300,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING ACTIVITIES 6110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM ACTIVITIES 38240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER FUNDING 218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER 3191.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA WOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02539298256
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00BB93C11D22E49B1CBAA01EF82639E30B2F8BE60
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A9FE58242311ABB0B032591F0B258AF0CAE28A97
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.19.76.11
ReturnHeader/FilingSecurityInformation/IPDt02018-03-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:48:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DM TAX & BOOKKEEPING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05810 218TH AVE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE TAPPS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098391
ReturnHeader/PreparerPersonGrp/PhoneNum02538629174
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARLENE J SONDERGAARD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-03-03T11:48:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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