Civic Intelligence

Queen Anne Elementary Ptsa

990 • Fiscal year 2024 • EIN 59-3842989

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

2100 4th Ave NSeattle, WA 98109

(206) 252-2480

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-13%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-9.8%

Faster asset growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

4.8%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$200,814

Down $21,894 (-9.8%) from 2023

Net Assets

Down

$200,814

Down $21,894 (-9.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$173,883

Up $7,963 (+4.8%) from 2023

Expenses

Down

$195,777

Down $379 (-0.2%) from 2023

Net Income

Up

-$21,894

Up $8,342 (+28%) from 2023

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

2024

Assets$200,814
Liabilities$0
Net Assets$200,814

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

2024

Revenue$173,883
Expenses$195,777
Net Income-$21,894
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$314,277
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 support staff, students and families in the quest for an excellent education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$98,640$153,416▲ $54,776
Cash and Non-Interest-Bearing Accounts$124,068$47,398▼ $76,670
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$222,708$200,814▼ $21,894
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$222,708$200,814▼ $21,894
Total Net Assets Fund Balance$222,708$200,814▼ $21,894
Total Liabilities and Net Assets / Fund Balance$222,708$200,814▼ $21,894
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jackson BennettPresident
Casey HeldVice President
Cindy ReinerVice President
Claire KorenblijtDirector
Elizabeth BellDirector
Erin TanseyDirector
Liz GreenlandDirector
Robin HeldDirector
Ryan CastoldiDirector
Lindsay BlohmSecretary
Jaime KiehnTreasurer
Jason BallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$207,047
Program Service Revenue
$14,203
Investment Income
$1,623
Other Revenue
$-48,990
All Other Contributions
$66,913
Change in Net Assets
$-21,894

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 Table816$95,722Fair Market Value (FMV)
Total Noncash Contributions816$95,722-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$136,812
Other Expenses$58,965
Total Fundraising Expense$5,941
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$136,812--$136,812
Office Expenses-$1,376$5,941$7,317
Fees for Services Accounting-$2,910-$2,910
Other Expenses$1,860--$1,860
All Other Expenses$1,000--$1,000
Insurance-$670-$670
Information Technology-$217-$217
Advertising-$84-$84
Total Functional Expenses$184,579$5,257$5,941$195,777
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seattle Public SchoolsSeattle, WAGovernmentStaffing Grant$123,961
SesecSeattle, WA501(c)(3)Community Support$12,851
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$140,394
Fundraising Gross Income$91,404
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$231,018$91,404$4,127$87,277
Total Events$231,018$91,404$140,394$-48,990
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
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 2

Lindsay Blohm and Jason Ball are married.

Form 990, Part VI, Section A, Line 4

Updated bylaws to conform to parent organization bylaws, add new Directors, and allow email voting.

Form 990, Part VI, Section A, Line 6

Members (usually parents and teachers) can join the PTSA each year. Anyone can join by paying the membership fees.

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

Members elect the officers/executive board. The board elects the additional director positions.

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

Members approve the operating budget as well as any changes to the bylaws.

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

The form is emailed to the executive officers to review before filing.

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
2062522480
Address
2100 4th Ave N, Seattle, WA 98109

Signing Officer

Name
Jason Ball
Title
Treasurer
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jackson Bennett
Formed
2010
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
164

Preparer

Firm
Jacobson Lawrence & Associates Pllc
Address
200 FIRST AVENUE W SUITE 302, SEATTLE, WA 98119
Preparer
Zoe Joens CPA MSTax
Phone
9095937431
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: Other Program Services: Staff committees, enrichment, community outreach.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
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IRS990ScheduleI/RecipientTable/RecipientEIN0916001541
IRS990ScheduleI/RecipientTable/RecipientEIN1813543228

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