Civic Intelligence

Queen Anne Elementary Ptsa

990 • Fiscal year 2023 • EIN 59-3842989

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

2100 4th Ave NSeattle, WA 98109

(206) 852-2480

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-18%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

46%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$222,708

Down $30,236 (-12%) from 2022

Net Assets

Down

$222,708

Down $30,236 (-12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$165,920

Up $52,316 (+46%) from 2022

Expenses

Up

$196,156

Up $85,799 (+78%) from 2022

Net Income

Down

-$30,236

Down $33,483 (-1031%) from 2022

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

2023

Assets$222,708
Liabilities$0
Net Assets$222,708

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

2023

Revenue$165,920
Expenses$196,156
Net Income-$30,236
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$345,864
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 withing the queen anne elementary community and to suport staff, students and their familys in the quest for an excellent education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$154,582$124,068▼ $30,514
Savings and Temporary Cash Investments$98,362$98,640▲ $278
Total Assets$252,944$222,708▼ $30,236
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$252,944$222,708▼ $30,236
Total Net Assets Fund Balance$252,944$222,708▼ $30,236
Total Liabilities and Net Assets / Fund Balance$252,944$222,708▼ $30,236
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jackson BennettPresident
Cindy ReinerVice President
Jeanine MacquarieDirector
Meg KellyDirector
Shalini NilakantanDirector
Casey HeldCo-treasurer
Jaimie KiehnCo-treasurer
Lindsay BlohmSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$320,235
Program Service Revenue
$13,525
Investment Income
$452
Other Revenue
$-168,292
All Other Contributions
$14,394
Change in Net Assets
$-30,236

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 Table229$138,809Fair Market Value (FMV)
Total Noncash Contributions229$138,809-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$168,456
Other Expenses$27,700
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$168,456--$168,456
Information Technology$2,556$1,945-$4,501
Other Expenses$3,834--$3,834
Fees for Services Accounting-$1,751-$1,751
Office Expenses$1,556--$1,556
Insurance-$670-$670
Advertising-$455-$455
Total Functional Expenses$191,335$4,821$0$196,156
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seattle Public SchoolsSeattle, WA501(c)(3)Staffing Grants$158,456
Southeast Seattle Schools Fundraising AllianceSeattle, WA501(c)(3)Grants to Serve Under Resourced Schools$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$179,944
Fundraising Gross Income$11,652
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$45,224-$3,536-
Auction$272,030$11,652$12,957$-1,305
Total Events$317,254$11,652$179,944$-168,292
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 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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

We are a parent teacher student association, thus our organization is comprised of members who are either parents, teachers or students at our school.

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

Members elect the officers, president, vice president, secretary, treasurer. There are also director positions- comminications, community outreach, garden coordinator, fundraising, families of color director, and social emotional learning directors who are elected by the board.

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

Our membership approves our budget and any changes to the by-laws.

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

The form is emailed to the board for review

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
2100 4TH AVE N, SEATTLE, WA 98109

Signing Officer

Name
Casey Held
Title
Treasurer
Phone
2068522480
Signed
2024-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Casey Held
Formed
2010
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
149

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 1ST AVE W SUITE 200, SEATTLE, WA 98119
Preparer
Howard Donkin CPA
Phone
2066288990
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0102460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0103494
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0699743
IRS990ScheduleA/TotalSupportAmt0704604
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0305602
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0260378
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0179944
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG-A-THON
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt045224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0317254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011652
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011652
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-168292
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0138809
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0138809
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016493
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012957
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03536
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt018142
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018142
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0158456
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STAFFING GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GRANTS TO SERVE UNDER RESOURCED SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEATTLE PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOUTHEAST SEATTLE SCHOOLS FUNDRAISING ALLIANCE
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12524 16TH AVE S STE 306
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
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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/Total501c3OrgCnt02
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0DONATED AUCTION ITEMS
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IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE ARE A PARENT TEACHER STUDENT ASSOCIATION, THUS OUR ORGANIZATION IS COMPRISED OF MEMBERS WHO ARE EITHER PARENTS, TEACHERS OR STUDENTS AT OUR SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE OFFICERS, PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER. THERE ARE ALSO DIRECTOR POSITIONS- COMMINICATIONS, COMMUNITY OUTREACH, GARDEN COORDINATOR, FUNDRAISING, FAMILIES OF COLOR DIRECTOR, AND SOCIAL EMOTIONAL LEARNING DIRECTORS WHO ARE ELECTED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR MEMBERSHIP APPROVES OUR BUDGET AND ANY CHANGES TO THE BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM IS EMAILED TO THE BOARD FOR REVIEW
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 A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToProxyTaxInd00
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0191335
IRS990/TotalFunctionalExpensesGrp/TotalAmt0196156
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0252944
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0222708
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt035966
IRS990/TotalOtherProgSrvcGrantAmt028020
IRS990/TotalOtherProgSrvcRevenueAmt013525
IRS990/TotalProgramServiceExpensesAmt0191335
IRS990/TotalProgramServiceRevenueAmt013525
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-167840
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013525
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165920
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0149
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0QAEPTSA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1

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