Civic Intelligence

Queen Anne Elementary Ptsa

990 • Fiscal year 2017 • EIN 59-3842989

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

411 Boston StreetSeattle, WA 98119

(206) 852-2480

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

32nd percentile

-3.9%

Higher net margin than 32% 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

32nd percentile

-7.0%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Down

$194,402

Down $14,609 (-7.0%) from 2016

Net Assets

Down

$156,919

Down $10,690 (-6.4%) from 2016

Liabilities

Down

$37,483

Down $3,919 (-9.5%) from 2016

Revenue

Down

$270,881

Down $33,366 (-11%) from 2016

Expenses

Down

$281,571

Down $34,414 (-11%) from 2016

Net Income

Up

-$10,690

Up $1,048 (+8.9%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $194,944Liabilities 2012: $27,883Net Assets 2012: $167,0612012Assets 2013: $242,611Liabilities 2013: $16,897Net Assets 2013: $225,7142013Assets 2014: $141,510Liabilities 2014: $5,100Net Assets 2014: $136,4102014Assets 2015: $220,216Liabilities 2015: $41,012Net Assets 2015: $179,2042015Assets 2016: $209,011Liabilities 2016: $41,402Net Assets 2016: $167,6092016Assets 2017: $194,402Liabilities 2017: $37,483Net Assets 2017: $156,9192017Assets 2018: $296,825Liabilities 2018: $130,563Net Assets 2018: $166,2622018Assets 2019: $129,367Liabilities 2019: $7,218Net Assets 2019: $122,1492019Assets 2020: $208,044Liabilities 2020: $0Net Assets 2020: $208,0442020Assets 2021: $249,697Liabilities 2021: $0Net Assets 2021: $249,6972021Assets 2022: $252,944Liabilities 2022: $0Net Assets 2022: $252,9442022Assets 2023: $222,708Liabilities 2023: $0Net Assets 2023: $222,7082023Assets 2024: $200,814Liabilities 2024: $0Net Assets 2024: $200,8142024

Highlighted filing

2017

Assets$194,402
Liabilities$37,483
Net Assets$156,919

Operations Trend

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

$400K$200K$0-$200KExpenses 2012: $137,5352012Revenue 2013: $259,075Expenses 2013: $200,474Net Income 2013: $58,6012013Revenue 2014: $304,654Expenses 2014: $394,719Net Income 2014: -$90,0652014Revenue 2015: $360,195Expenses 2015: $317,261Net Income 2015: $42,9342015Revenue 2016: $304,247Expenses 2016: $315,985Net Income 2016: -$11,7382016Revenue 2017: $270,881Expenses 2017: $281,571Net Income 2017: -$10,6902017Revenue 2018: $261,289Expenses 2018: $251,946Net Income 2018: $9,3432018Revenue 2019: $236,599Expenses 2019: $280,712Net Income 2019: -$44,1132019Revenue 2020: $180,481Expenses 2020: $68,064Net Income 2020: $112,4172020Revenue 2021: $89,660Expenses 2021: $48,007Net Income 2021: $41,6532021Revenue 2022: $113,604Expenses 2022: $110,357Net Income 2022: $3,2472022Revenue 2023: $165,920Expenses 2023: $196,156Net Income 2023: -$30,2362023Revenue 2024: $173,883Expenses 2024: $195,777Net Income 2024: -$21,8942024

Highlighted filing

2017

Revenue$270,881
Expenses$281,571
Net Income-$10,690
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$340,369
Mission and Program Overview

Mission

To Create, maintain, and support a healthy and successful environment withing the Queen Anne Elementary Community and to support staff, students and their families in the quest for an excellent education.

To create, maintain, and support a healthy and successful environment within the queen anne elementary community and to suport staff, students and their families in the quest for an excellent education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$122,712$123,180▲ $468
Cash and Non-Interest-Bearing Accounts$85,299$70,222▼ $15,077
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Total Assets$209,011$194,402▼ $14,609
Liabilities
Accounts Payable and Accrued Expenses$41,402$37,483▼ $3,919
Total Liabilities$41,402$37,483▼ $3,919
Net Assets / Fund Balance
Unrestricted Net Assets$167,609$156,919▼ $10,690
Total Net Assets Fund Balance$167,609$156,919▼ $10,690
Total Liabilities and Net Assets / Fund Balance$209,011$194,402▼ $14,609
Compensation and Service Providers

Board Members and Trustees

NameTitle
Heath DixonPresident
Ankur KothariCo-vice President
Jenna FreeCo-vice President
Christa WinquistDirector
Ian StewartDirector
Julie SmithDirector
Mark MeuterDirector
Mark StewartDirector
Meg FerrisDirector
Michele ChristensenDirector
Sandra NanneyDirector
Brandi CastoCo-treasurer
Rick NorthCo-treasurer
Kari EdmondsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$158,719
Program Service Revenue
$1,551
Investment Income
$902
Other Revenue
$109,709
All Other Contributions
$1,901
Change in Net Assets
$-10,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$174,942
Other Expenses$106,629
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$174,942--$174,942
Other Expenses$8,188--$8,188
All Other Expenses$2,284$1,231-$3,515
Fees for Services Accounting-$650-$650
Insurance-$590-$590
Advertising-$564-$564
Information Technology-$456-$456
Total Functional Expenses$278,080$3,491$0$281,571
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seattle Public School DistrictSeattle, WA-To Supplement the Hiring of Specified Staff Positions$170,532
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$177,831
Fundraising Direct Expenses$68,750
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$224,475$177,831$29,073$148,758
Fund Drive$55,892---
Total Events$334,034$177,831$68,750$109,081
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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, Section A, Line 6

Organization has members. Membership renews annually with payment of membership fee.

Form 990, Part VI, Section A, Line 7A

Members in good standing may vote for officers. Officers and existing board members vote for new board members.

Form 990, Part VI, Section B, Line 11B

Before filing, the 990 is presented to the full board at a board meeting.

Form 990, Part VI, Section C, Line 18

Documents are available upon request

Form 990, Part VI, Section C, Line 19

Governing documents, policies, and statements are available upon request

Filing and Contact Details

Filer

Filer Name
Queen Anne Elementary Ptsa
EIN
59-3842989
Phone
2068522480
Address
411 BOSTON STREET, SEATTLE, WA 98119

Signing Officer

Name
Rick North
Title
Vice President
Phone
2068522480
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick North
Formed
2010
Legal Domicile
Wa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
80

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 FIRST AVE WEST SUITE 200, SEATTLE, WA 98119-4219
Preparer
Howard Donkin CPA
Phone
2066288990
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IRS990/ProgSrvcAccomActy2Grp/Desc0CLASSROOM SUPPORT - THE ORGANIZATION SUPPORTS OUR CLASSROOMS DIRECTLY THOUGH TECHNOLOGY RESOURCES, SUPPLIES, SOCIAL EMOTIONAL LEARNING PROGRAMS ETC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt069495
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY DEVELOPMENT - THE ORGANIZATION SUPPORTS COMMUNITY AND VOLUNTEER INVOLVEMENT AND RECOGNITIONS THROUGH COMMUNITY DEVELOPMENT EVENTS, FAMILY NIGHTS, YEARBOOK PROGRAM AND GARDEN PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt022554
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01551
IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS ENRICHMENT PROGRAMS FOR STUDENTS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt011089
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0176274
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0167706
IRS990/PYInvestmentIncomeAmt0870
IRS990/PYOtherExpensesAmt0148279
IRS990/PYOtherRevenueAmt0123510
IRS990/PYProgramServiceRevenueAmt03593
IRS990/PYRevenuesLessExpensesAmt0-11738
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0315985
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0304247
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-10690
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0122712
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0123180
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0158719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0176274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0241536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0200791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0142590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0919910
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0902
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0870
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0711
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0798
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0565
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0180732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0201406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0179811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0163311
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0151634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0876894
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0902
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0870
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0711
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0798
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0565
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03846
IRS990ScheduleA/InvestmentIncomeCYPct00.00210
IRS990ScheduleA/InvestmentIncomePYPct00.00200
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0161
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0177
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal509Amt01796804
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0339451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0377680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0421347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0364102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0294224
IRS990ScheduleA/Total509Grp/TotalAmt01796804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0340369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0378711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0422058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0364900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0294789
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01800827
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0156203
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt046644
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt055892
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt053667
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt068750
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUND DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt022755
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt022755
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0224475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt055892
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt053667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0334034
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0177831
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0177831
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0109081
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05482
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034555
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029073
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011440
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011440
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0170532
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPLEMENT THE HIRING OF SPECIFIED STAFF POSITIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEATTLE PUBLIC SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0916001541
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02445 3RD AVE S
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098134
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0POSITIONS ARE STAFFED. DETAILED REPORTS OF QUARTERLY HOURS WORKED AND BENEFITS ARE PROVIDED BY THE SCHOOL DISTRICT TO THE ORGANIZATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION HAS MEMBERS. MEMBERSHIP RENEWS ANNUALLY WITH PAYMENT OF MEMBERSHIP FEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS IN GOOD STANDING MAY VOTE FOR OFFICERS. OFFICERS AND EXISTING BOARD MEMBERS VOTE FOR NEW BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BEFORE FILING, THE 990 IS PRESENTED TO THE FULL BOARD AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES, AND STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00

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