Civic Intelligence

Lakeland Hills Elementary PTA9-2-19

990EZ • Fiscal year 2014 • EIN 30-0359820

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

2003 65th Ave West98466

(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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

26th percentile

-7.5%

Higher net margin than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$22,833

Down $4,612 (-17%) from 2013

Net Assets

Down

$22,833

Down $4,612 (-17%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$65,103

Down $16,995 (-21%) from 2013

Expenses

Down

$69,995

Down $17,116 (-20%) from 2013

Net Income

Up

-$4,892

Up $121 (+2.4%) from 2013

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

2014

Assets$22,833
Liabilities-
Net Assets$22,833

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

2014

Revenue$65,103
Expenses$69,995
Net Income-$4,892
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$105,359
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$10,600$49,501
COMMUNITY/VOLUNTEER INVOLVEMENT AND RECOGNITION-$13,028
PARENT INVOLVEMENT/EDUCATION-FAMILY ACTIVITIES, PARENT EDUCATION-$6,338
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERI MIDDLEBURGCo-PresidentPT$0--
PATI RANGELCo-PresidentPT$0--
JEN ANDERSONVice PresidentPT$0--
TRACY MAURUSSecretaryPT$0--
SHANNON BENTHINTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$25,288$25,288$11,398$13,890
Event 2$19,770$9,250$981$8,269
Total Events$52,899$42,379$29,671$12,708
Filing and Contact Details

Filer

EIN
30-0359820
Phone
2539298256

Signing Officer

Name
Denise Opsahl
Title
Treasurer
Phone
2539298256
Signed
2014-11-14

Preparer

Preparer
Jami Overby
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Grant to the aiuburn school district grants auburn school district related organization 20358. Pta dues paid to wa state pta membership service fees wa state pta related organization 1477. Pta dues paid to auburn council of ptas membership service fees auburn council of ptas related organization 280.

Form 990EZ, Part I, Line 16

Fundraising activities 1854. Program activities 41351. Teacher funding 2559. Other 1616.

Raw XML Appendix177 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/AddressLine101020 EVERGREEN WAY SE
IRS990EZ/BooksInCareOfDetail/USAddress/City0AUBURN
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode098092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027725
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022833
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032489
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4892
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027725
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022833
IRS990EZ/FundraisingGrossIncomeAmt037262
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022115
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0105359
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02156
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027725
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022833
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027725
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022833
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/PersonNm3TRACY MAURUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANNON BENTHIN
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/OtherExpensesTotalAmt047380
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION, HEALTH, AND WELFARE OF ALL CHILDREN AND YOUTH
IRS990EZ/ProgramServiceRevenueAmt033447
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/GrantsAndAllocationsAmt010600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt049501
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16338
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213028
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt040256
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2994
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069995
IRS990EZ/TotalProgramServiceExpensesAmt068867
IRS990EZ/TotalRevenueAmt065103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032489
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt053012
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0182978
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0212
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt071535
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt046834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0303383
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0287
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0486361
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0108520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0124547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076889
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078625
IRS990ScheduleA/Total509Grp/TotalAmt0486361
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0486648
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010520
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010520
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025288
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025288
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042379
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0DINNER AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012708
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt062
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt010520
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt010582
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06710
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019089
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011398
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANT TO THE AIUBURN SCHOOL DISTRICT GRANTS AUBURN SCHOOL DISTRICT RELATED ORGANIZATION 20358. PTA DUES PAID TO WA STATE PTA MEMBERSHIP SERVICE FEES WA STATE PTA RELATED ORGANIZATION 1477. PTA DUES PAID TO AUBURN COUNCIL OF PTAS MEMBERSHIP SERVICE FEES AUBURN COUNCIL OF PTAS RELATED ORGANIZATION 280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING ACTIVITIES 1854. PROGRAM ACTIVITIES 41351. TEACHER FUNDING 2559. OTHER 1616.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE OPSAHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02539298256
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKELAND HILLS ELEMENTARY PTA 9219
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0300359820
ReturnHeader/Filer/PhoneNum02539298256
ReturnHeader/Filer/USAddress/AddressLine102003 65TH AVE WEST
ReturnHeader/Filer/USAddress/City0TACOMA
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jami Overby CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103203 28th St SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Puyallup
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098374
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMI OVERBY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-16T22:19:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings