Civic Intelligence

Puget Sound Independent Schools Ps

990EZ • Fiscal year 2017 • EIN 46-3917954

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 29, 2017

Organization Profilewww.pugetsoundindependentschools.org
PO Box 51075Seattle, WA 98115

(425) 214-0511

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

$7,197

No earlier filing loaded for comparison.

Net Assets

$7,197

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin79th percentile

Revenue

$61,525

No earlier filing loaded for comparison.

Expenses

$49,223

No earlier filing loaded for comparison.

Net Income

$12,302

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2017: $7,197Liabilities 2017: $0Net Assets 2017: $7,1972017Assets 2018: $19,405Liabilities 2018: $0Net Assets 2018: $19,4052018Assets 2019: $16,978Liabilities 2019: $0Net Assets 2019: $16,9782019Assets 2021: $23,073Liabilities 2021: $02021Assets 2023: $38,417Liabilities 2023: $02023

Highlighted filing

2017

Assets$7,197
Liabilities$0
Net Assets$7,197
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $61,525Expenses 2017: $49,223Net Income 2017: $12,3022017Revenue 2018: $62,150Expenses 2018: $49,942Net Income 2018: $12,2082018Revenue 2019: $50,700Expenses 2019: $53,127Net Income 2019: -$2,4272019Revenue 2021: $25,050Expenses 2021: $33,451Net Income 2021: -$8,4012021Revenue 2023: $32,950Expenses 2023: $14,318Net Income 2023: $18,6322023

Highlighted filing

2017

Revenue$61,525
Expenses$49,223
Net Income$12,302
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 29, 2017
Return Version
2016v3.0
Gross Receipts
$61,525
Mission and Program Overview

Mission

Admissions collaborative serving families and admissions professionals.

Program Services

DescriptionGrantsExpenses
Advertising and Marketing - for membership educational fairs, of which there are 3 per year. All member schools have the opportunity to participate in the fairs, which are open to the public to find out more about independent schools.$0$31,000
Educational Fair expenses. Three fairs occur in the calendar year, allowing interested members of the public to find out about all of the member independent schools.$0$6,636
General meeting expenses. All member schools meet 2 times per year for general updates. Steering Committee meets up to 8 times per year, and other committees meet as needed to determine common deadlines and forms, plan events, plan advertising, provide mentorship to new admissions professionals, etc.$0$4,075
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg JonesSteering Committee Co-Chair-$0--
Pam LauritzenSteering Committee Co-Chair-$0--
Douglas LeekSecretary-$0--
Caitlin HartTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Puget Sound Independent Schools
EIN
46-3917954
Phone
4252140511
Address
PO Box 51075, Seattle, WA 98115

Signing Officer

Name
Caitlin Hart
Title
Treasurer
Phone
4252140511
Signed
2017-11-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Insurance;1773|Membership meeting costs;3026|Event Rental costs;6636|Mentorship Committee;1050|Advertising;30887|Membership Form Costs;118^Total;43490^”

Raw XML Appendix131 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Caitlin Hart
IRS990EZ/BooksInCareOfDetail/PhoneNum04252140511
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 51075
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Seattle
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01524
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07197
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt012302
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04990
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01524
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07197
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt061525
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt016325
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-5105
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07197
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-5105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07197
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Greg Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Pam Lauritzen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Douglas Leek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Caitlin Hart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Steering Committee Co-chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Steering Committee Co-Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt043490
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Admissions collaborative serving families and admissions professionals.
IRS990EZ/PrintingPublicationsPostageAmt0743
IRS990EZ/ProgramServiceRevenueAmt045200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Advertising and Marketing - for membership educational fairs, of which there are 3 per year. All member schools have the opportunity to participate in the fairs, which are open to the public to find out more about independent schools.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Educational Fair expenses. Three fairs occur in the calendar year, allowing interested members of the public to find out about all of the member independent schools.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2General meeting expenses. All member schools meet 2 times per year for general updates. Steering Committee meets up to 8 times per year, and other committees meet as needed to determine common deadlines and forms, plan events, plan advertising, provide mentorship to new admissions professionals, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16636
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24075
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06629
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt049223
IRS990EZ/TotalProgramServiceExpensesAmt041711
IRS990EZ/TotalRevenueAmt061525
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.pugetsoundindependentschools.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Insurance;1773|Membership meeting costs;3026|Event Rental costs;6636|Mentorship Committee;1050|Advertising;30887|Membership Form Costs;118^Total;43490^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0All officers of the organization are employed as administrators in member independent schools, and there was confusion about whose responsibility it was to file the return.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Caitlin Hart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04252140511
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Puget Sound Independent Schools
ReturnHeader/Filer/BusinessNameControlTxt0PUGE
ReturnHeader/Filer/EIN0463917954
ReturnHeader/Filer/PhoneNum04252140511
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 51075
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098115
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.160.197.93
ReturnHeader/ReturnTs02017-11-29T15:12:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,197
Liabilities
$0
Net assets
$7,197
Revenue
$61,525
Expenses
$49,223
Net income
$12,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$38.4$0.00$33.0$14.3$18.6
2021Summary only. Only limited summary data is available for this year.$23.1$0.00$25.1$33.5$8.40
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$50.7$53.1$2.43
2018Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$62.2$49.9$12.2
2017Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$61.5$49.2$12.3