Civic Intelligence

Fairmount Park Elementary PTA

990 • Fiscal year 2020 • EIN 46-5002849

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 30, 2021

3800 SW FindlaySeattle, WA 98126

(206) 498-5502

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

23rd percentile

-17%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-9.5%

Faster asset growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-9.2%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$328,690

Down $34,694 (-9.5%) from 2019

Net Assets

Down

$328,690

Down $34,694 (-9.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$198,116

Down $20,183 (-9.2%) from 2019

Expenses

Up

$232,600

Up $68,215 (+41%) from 2019

Net Income

Down

-$34,484

Down $88,398 (-164%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2016: $131,849Liabilities 2016: $0Net Assets 2016: $131,8492016Assets 2017: $246,169Liabilities 2017: $0Net Assets 2017: $246,1692017Assets 2018: $309,470Liabilities 2018: $0Net Assets 2018: $309,4702018Assets 2019: $363,384Liabilities 2019: $0Net Assets 2019: $363,3842019Assets 2020: $328,690Liabilities 2020: $0Net Assets 2020: $328,6902020Assets 2021: $317,616Liabilities 2021: $0Net Assets 2021: $317,6162021Assets 2022: $238,732Liabilities 2022: $0Net Assets 2022: $238,7322022Assets 2023: $248,240Liabilities 2023: $0Net Assets 2023: $248,2402023Assets 2024: $258,809Liabilities 2024: $0Net Assets 2024: $258,8092024

Highlighted filing

2020

Assets$328,690
Liabilities$0
Net Assets$328,690

Operations Trend

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

$400K$200K$0-$200KRevenue 2016: $216,211Expenses 2016: $153,160Net Income 2016: $63,0512016Revenue 2017: $362,596Expenses 2017: $248,276Net Income 2017: $114,3202017Revenue 2018: $273,579Expenses 2018: $210,278Net Income 2018: $63,3012018Revenue 2019: $218,299Expenses 2019: $164,385Net Income 2019: $53,9142019Revenue 2020: $198,116Expenses 2020: $232,600Net Income 2020: -$34,4842020Revenue 2021: $149,344Expenses 2021: $160,418Net Income 2021: -$11,0742021Revenue 2022: $102,065Expenses 2022: $180,949Net Income 2022: -$78,8842022Revenue 2023: $126,176Expenses 2023: $116,668Net Income 2023: $9,5082023Revenue 2024: $68,414Expenses 2024: $57,845Net Income 2024: $10,5692024

Highlighted filing

2020

Revenue$198,116
Expenses$232,600
Net Income-$34,484
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 30, 2021
Return Version
2019v5.0
Gross Receipts
$303,612
Mission and Program Overview

Mission

The fairmount park elementary pta exists to promote the social, emotional and academic well-being of all students by working in synchronized collaboration with school families, teachers and administrators to raise funds and develop programs that support engaging enrichment opportunities, efficient systems for coordination volunteers, best practices in education and advocacy, and relevant resources for the fairmount park elementary community.

The Fairmount Park Elementary PTA exists to promote the social, emotional, and academic well-being of all students by working in synchronized collaboration with school families, teachers, and administrators to raise funds and develop programs that support engaging enrichment opportunities, efficient systems for coordination volunteers, best practices in education and advocacy, and relevant resources for the Fairmount Park Elementary community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$267,489$268,458▲ $969
Cash and Non-Interest-Bearing Accounts$78,419$51,585▼ $26,834
Prepaid Expenses and Deferred Charges$17,476$8,647▼ $8,829
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$363,384$328,690▼ $34,694
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$363,384$328,690▼ $34,694
Total Net Assets Fund Balance$363,384$328,690▼ $34,694
Total Liabilities and Net Assets / Fund Balance$363,384$328,690▼ $34,694
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christopher MartinezCo-President
Jackie BorgCo-President
Ashley SeffernickPast President
Cat BrownCo-VP
Rusty BrownCo-VP
Annie FlemmingSecretary
Jeff SimmsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$171,299
Program Service Revenue
$18,896
Investment Income
$1,113
Other Revenue
$6,808
All Other Contributions
$95,854
Change in Net Assets
$-34,484

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table131$42,290Fair Market Value (FMV)
Other Non Cash Contri Table1$18,800Fair Market Value (FMV)
Other Non Cash Contri Table1$10,920Fair Market Value (FMV)
Total Noncash Contributions133$72,010-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$159,826
Other Expenses$72,774
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$136,264--$136,264
Grants to Domestic Individuals$23,562--$23,562
Fees for Services Other$17,981--$17,981
Depreciation Depletion$8,829--$8,829
Other Expenses$2,468--$2,468
All Other Expenses$2,363--$2,363
Fees for Services Accounting-$2,197-$2,197
Information Technology-$1,574-$1,574
Office Expenses$590--$590
Insurance-$350-$350
Total Functional Expenses$228,479$4,121$0$232,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fairmount Park Elementary SchSeattle, WAGov'tStudent wellness, support, & other$136,264
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,296
Fundraising Direct Expenses$105,496
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$172,200$100,190$8,056$92,134
Pie Fundraiser$12,106$12,106$7,643$4,463
Total Events$184,306$112,296$105,496$6,800
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Co-Vice Presidents Cat and Rusty Brown are married.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The PTA is composed of parents and supporters of the school.

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy of the form 990 is emailed to all board members before it is filed with the IRS.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request.

Filing and Contact Details

Filer

Filer Name
Fairmount Park Elementary PTA
EIN
46-5002849
Phone
2064985502
Address
3800 SW Findlay, Seattle, WA 98126

Signing Officer

Name
Jeffrey Simms
Title
Treasurer
Signed
2021-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Simms
Formed
2014
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
220

Preparer

Firm
Jones & Associates PLLC CPAS
Address
17544 Midvale Ave N Ste 100, Shoreline, WA 98133
Preparer
Jennifer Haddon CPA
Phone
2065255261
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2: New Services

Accepted donations and purchased groceries for families impacted by the coronavirus.

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IRS990/ProgSrvcAccomActy2Grp/GrantAmt030818
IRS990/ProgSrvcAccomActy3Grp/Desc0Extracurricular Enrichment: After school programs available to entire student population of ~540 with three sessions over the course of the school year, Fall, Winter, Spring.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt033585
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt018896
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0139743
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt095013
IRS990/PYInvestmentIncomeAmt01302
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt069372
IRS990/PYOtherRevenueAmt031481
IRS990/PYProgramServiceRevenueAmt045773
IRS990/PYRevenuesLessExpensesAmt053914
IRS990/PYTotalExpensesAmt0164385
IRS990/PYTotalRevenueAmt0218299
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-34484
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0267489
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0268458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0171299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0139743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0154566
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0144894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0110513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0721015
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01302
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0395
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03869
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0362849
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0213
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0221
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79100
IRS990ScheduleA/PublicSupportPY170Pct00.77370
IRS990ScheduleA/PublicSupportTotal170Amt0716613
IRS990ScheduleA/SubstantialContributorsTotAmt04402
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0171299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0139743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0154566
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0144894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0110513
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0721015
IRS990ScheduleA/TotalSupportAmt0905952
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt06800
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt031268
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt065905
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt076874
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0180847
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/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt072010
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt072010
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0105496
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Pie Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt016587
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt016587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0172200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0184306
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0100190
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0112296
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06800
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt072010
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt072010
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015699
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08056
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07643
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01200
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COVID Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt023562
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Groceries
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt021
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt0136264
IRS990ScheduleI/RecipientTable/IRCSectionDesc0Gov't
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Student wellness, support, & other
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Fairmount Park Elementary Sch
IRS990ScheduleI/RecipientTable/RecipientEIN0916001541
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03800 SW Findlay St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Seattle
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098126
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Funds are dispersed when a vendor invoice or a signed reimbursement form with original receipts is received. All outgoing checks require two signatures.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt11
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt2131
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Auction Item
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1Auction Item
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt010920
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt118800
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt242290
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false

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