Civic Intelligence

Queen Anne Elementary Ptsa

990 • Fiscal year 2018 • EIN 59-3842989

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

89th percentile

0.44x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.50x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

85th percentile

53%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-3.5%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$296,825

Up $102,423 (+53%) from 2017

Net Assets

Up

$166,262

Up $9,343 (+6.0%) from 2017

Liabilities

Up

$130,563

Up $93,080 (+248%) from 2017

Revenue

Down

$261,289

Down $9,592 (-3.5%) from 2017

Expenses

Down

$251,946

Down $29,625 (-11%) from 2017

Net Income

Up

$9,343

Up $20,033 (+187%) from 2017

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

2018

Assets$296,825
Liabilities$130,563
Net Assets$166,262

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

2018

Revenue$261,289
Expenses$251,946
Net Income$9,343
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$332,023
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
Cash and Non-Interest-Bearing Accounts$70,222$172,090▲ $101,868
Savings and Temporary Cash Investments$123,180$123,735▲ $555
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Total Assets$194,402$296,825▲ $102,423
Liabilities
Accounts Payable and Accrued Expenses$37,483$130,563▲ $93,080
Total Liabilities$37,483$130,563▲ $93,080
Net Assets / Fund Balance
Unrestricted Net Assets$156,919$166,262▲ $9,343
Total Net Assets Fund Balance$156,919$166,262▲ $9,343
Total Liabilities and Net Assets / Fund Balance$194,402$296,825▲ $102,423
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ian StewartCo-president
Jenna FreeCo-president
Rick NorthCo-vice President
Aaron AverbuchDirector
Dasha NarogDirector
Jon HildebrandtDirector
Mark MeuterDirector
Mark StewartDirector
Rachel MoskalDirector
Stacey CampDirector
Kelly EssmeierAssistant Treasurer
Brandi CastoCo-treasurer
Suzanne PigottCo-treasurer
Sandra NanneySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$143,528
Program Service Revenue
$0
Investment Income
$864
Other Revenue
$116,897
All Other Contributions
$3,413
Change in Net Assets
$9,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$167,755
Other Expenses$84,191
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$167,755--$167,755
Other Expenses$6,155--$6,155
All Other Expenses-$3,127-$3,127
Payments to Affiliates-$922-$922
Office Expenses-$598-$598
Insurance-$476-$476
Conferences and Meetings-$170-$170
Advertising-$145-$145
Occupancy-$55-$55
Total Functional Expenses$246,453$5,493$0$251,946
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seattle Public School DistrictSeattle, WA-To Supplement the Hiring of Specified Staff Positions$167,755
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$186,847
Fundraising Direct Expenses$70,734
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$231,563$186,847$31,512$155,335
Fund Drive$48,023---
Total Events$325,428$186,847$70,734$116,113
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
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 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
Kelly Essmeier
Title
Assistant Treasurer
Phone
2068522480
Signed
2019-05-15
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/ProgSrvcAccomActy3Grp/Desc0COMMUNITY DEVELOPMENT: THE ORGANIZATION SUPPORTS COMMUNITY AND VOLUNTEER INVOLVEMENT AND RECOGNITIONS THROUGH COMMUNITY DEVELOPMENT EVENTS, FAMILY NIGHTS, YEARBOOK AND GARDEN PROGRAMS.
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0158719
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0174942
IRS990/PYInvestmentIncomeAmt0902
IRS990/PYOtherExpensesAmt0106629
IRS990/PYOtherRevenueAmt0109709
IRS990/PYProgramServiceRevenueAmt01551
IRS990/PYRevenuesLessExpensesAmt0-10690
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0281571
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0270881
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt09343
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123180
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0123735
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0143528
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0158719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0176274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0241536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0200791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0920848
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0864
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0902
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0870
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0711
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0798
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0187468
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0180732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0201406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0179811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0163311
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0912728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0864
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0902
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0870
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0711
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0798
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04145
IRS990ScheduleA/InvestmentIncomeCYPct00.00230
IRS990ScheduleA/InvestmentIncomePYPct00.00210
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0163
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0161
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0340
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99760
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt01833576
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0330996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0339451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0377680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0421347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0364102
IRS990ScheduleA/Total509Grp/TotalAmt01833576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0332023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0340369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0378711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0422058
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0364900
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01838061
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0138581
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt044716
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt048023
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt045842
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt070734
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUND DRIVE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt025191
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt025191
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0231563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt048023
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt045842
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0325428
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0186847
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0186847
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0116113
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04031
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035543
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031512
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0167755
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/ExplanationTxt3GOVERNING 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 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0194402
IRS990/TotalAssetsEOYAmt0296825
IRS990/TotalAssetsGrp/BOYAmt0194402

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