Civic Intelligence

Puyallup Education Association

EIN 91-0908256 • 501(c)5 • Puyallup, WA

Profile

To promote the cause of education on behalf of its members.

201 43rd Ave SEPuyallup, WA 98374

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.02x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2023

Net Margin

83rd percentile

25%

Higher net margin than 83% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

9.5%

Faster asset growth than 71% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

1.5%

Faster revenue growth than 38% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$764,887

Up $92,598 (+14%) from 2023

Liabilities

Up

$30,418

Up $13,782 (+83%) from 2023

Net Assets

Up

$734,469

Up $78,816 (+12%) from 2023

Revenue

Up

$349,718

Up $26,858 (+8.3%) from 2023

Expenses

Up

$270,902

Up $27,655 (+11%) from 2023

Net Income

Down

$78,816

Down $797 (-1.0%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $340,211Liabilities 2011: $11,175Net Assets 2011: $329,0362011Assets 2012: $342,924Liabilities 2012: $16,693Net Assets 2012: $326,2312012Assets 2013: $351,676Liabilities 2013: $22,393Net Assets 2013: $329,2832013Assets 2014: $347,283Liabilities 2014: $20,507Net Assets 2014: $326,7762014Assets 2015: $368,256Liabilities 2015: $38,274Net Assets 2015: $329,9822015Assets 2016: $358,436Liabilities 2016: $15,580Net Assets 2016: $342,8562016Assets 2017: $376,042Liabilities 2017: $19,569Net Assets 2017: $356,4732017Assets 2018: $390,172Liabilities 2018: $26,884Net Assets 2018: $363,2882018Assets 2019: $391,567Liabilities 2019: $15,776Net Assets 2019: $375,7912019Assets 2020: $438,825Liabilities 2020: $29,432Net Assets 2020: $409,3932020Assets 2021: $497,128Liabilities 2021: $62,800Net Assets 2021: $434,3282021Assets 2022: $614,193Liabilities 2022: $38,153Net Assets 2022: $576,0402022Assets 2023: $672,289Liabilities 2023: $16,636Net Assets 2023: $655,6532023Assets 2024: $764,887Liabilities 2024: $30,418Net Assets 2024: $734,4692024

Highlighted filing

2024

Assets$764,887
Liabilities$30,418
Net Assets$734,469

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $213,230Expenses 2011: $195,573Net Income 2011: $17,6572011Revenue 2012: $210,901Expenses 2012: $213,706Net Income 2012: -$2,8052012Revenue 2013: $206,376Expenses 2013: $203,324Net Income 2013: $3,0522013Revenue 2014: $211,432Expenses 2014: $213,939Net Income 2014: -$2,5072014Revenue 2015: $225,858Expenses 2015: $222,652Net Income 2015: $3,2062015Revenue 2016: $229,075Expenses 2016: $216,201Net Income 2016: $12,8742016Revenue 2017: $239,766Expenses 2017: $226,149Net Income 2017: $13,6172017Revenue 2018: $253,454Expenses 2018: $246,639Net Income 2018: $6,8152018Revenue 2019: $263,078Expenses 2019: $242,322Net Income 2019: $20,7562019Revenue 2020: $277,842Expenses 2020: $244,240Net Income 2020: $33,6022020Revenue 2021: $300,312Expenses 2021: $268,197Net Income 2021: $32,1152021Revenue 2022: $318,234Expenses 2022: $201,352Net Income 2022: $116,8822022Revenue 2023: $322,860Expenses 2023: $243,247Net Income 2023: $79,6132023Revenue 2024: $349,718Expenses 2024: $270,902Net Income 2024: $78,8162024

Highlighted filing

2024

Revenue$349,718
Expenses$270,902
Net Income$78,816

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.65$0.30$7.34$3.50$2.71$0.79
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.17$6.56$3.23$2.43$0.80
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.38$5.76$3.18$2.01$1.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.63$4.34$3.00$2.68$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.29$4.09$2.78$2.44$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.16$3.76$2.63$2.42$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$0.27$3.63$2.53$2.47$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.20$3.56$2.40$2.26$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.16$3.43$2.29$2.16$0.13
2015Summary only. Only limited summary data is available for this year.$3.68$0.38$3.30$2.26$2.23$0.03
2014Summary only. Only limited summary data is available for this year.$3.47$0.21$3.27$2.11$2.14$0.03
2013Summary only. Only limited summary data is available for this year.$3.52$0.22$3.29$2.06$2.03$0.03
2012Summary only. Only limited summary data is available for this year.$3.43$0.17$3.26$2.11$2.14$0.03
2011Summary only. Only limited summary data is available for this year.$3.40$0.11$3.29$2.13$1.96$0.18
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 25, 2018
Return Version
2016v3.0
Gross Receipts
$239,766
Mission and Program Overview

Mission

To promote the cause of education on behalf of its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,000$120,970▲ $13,970
Savings and Temporary Cash Investments$78,556$78,572▲ $16
Accounts Receivable$20,691$24,988▲ $4,297
Land, Buildings, and Equipment, Net$2,189$1,512▼ $677
Total Assets$358,436$376,042▲ $17,606
Other Assets Total$150,000$150,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$15,580$19,569▲ $3,989
Total Liabilities$15,580$19,569▲ $3,989
Net Assets / Fund Balance
Unrestricted Net Assets$342,856$356,473▲ $13,617
Total Net Assets Fund Balance$342,856$356,473▲ $13,617
Total Liabilities and Net Assets / Fund Balance$358,436$376,042▲ $17,606

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,512$14,067$15,579
Other Assets Org$150,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen McNamaraPresidentFT$122,889$122,889

Board Members and Trustees

NameTitle
Jennifer OliverVice President
reimbursed to schooldistrict employer
Kimberly RoseSecretary
Terry AddisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$239,504
Investment Income
$262
Other Revenue
$0
Change in Net Assets
$13,617

Audited Revenue Reconciliation

Revenue per Audited Statements
$239,766
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$239,766
Total Revenue per Form 990
$239,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$142,403
Other Expenses$79,151
Grants and Similar Amounts Paid$4,595
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$122,889
Conferences and Meetings---$39,470
Occupancy---$15,920
Other Salaries and Wages---$14,742
Fees for Services Accounting---$5,897
Payroll Taxes---$4,772
Grants to Domestic Individuals---$4,595
Office Expenses---$2,594
Depreciation Depletion---$1,040
Other Expenses---$583
Total Functional Expenses$0$0$0$226,149

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$226,149
Total Expenses per Audited Statements$226,149
Total Expenses per Form 990$226,149
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

Members are school district employees.

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

Members elect officers of the governing body.

Form 990, Part VI, Section A, line 8B

There are no committees with the authority to act on the behalf of the governing body.

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

An electronic copy of the Form 990 is provided to board members for review prior to filing.

Form 990, Part VI, Section B, line 12C

All financial transactions are discussed by the President, Vice President, Treasurer, and Bookkeeper, the conflict of interest policy is used as a guideline.

Form 990, Part VI, Section C, line 19

Governing documents, conflict of interest policy, and financial statements are available to members upon request at the Association's office.

Filing and Contact Details

Filer

Filer Name
Puyallup Education Association
EIN
91-0908256
Phone
2538451599
Address
201 43rd Ave SE, Puyallup, WA 98374

Signing Officer

Name
Karen McNamara
Title
President
Phone
2538451599
Signed
2018-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen McNamara
Formed
1973
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
0

Preparer

Firm
Tremper & Co Llp
Address
3131 Elliott Ave Suite 290, Seattle, WA 98121
Preparer
Laird Vanetta
Phone
2062854456
Raw XML Appendix309 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt024988
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To promote the cause of education on behalf of its members.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Kirstin Heaton
IRS990/BooksInCareOfDetail/PhoneNum02538451599
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 43rd Ave SE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Puyallup
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098374
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IRS990/CreditCounselingInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt01040
IRS990/Desc0Contract maintenance for members. Organization is a teachers association for Puyallup School District. Activities include grievance proceedings, arbitration and representation for teachers at the state and national levels.
IRS990/DescribedInSection501c3Ind00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Karen McNamara
IRS990/Form990PartVIISectionAGrp/PersonNm1Jennifer Oliver
IRS990/Form990PartVIISectionAGrp/PersonNm2Kimberly Rose
IRS990/Form990PartVIISectionAGrp/PersonNm3Terry Addison
IRS990/Form990PartVIISectionAGrp/PersonNm4reimbursed to school
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0122889
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4district employer
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IRS990/FSAuditedInd01
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IRS990/GrantsToOrganizationsInd00
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IRS990/LandBldgEquipAccumDeprecAmt014067
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members are school district employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members elect officers of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There are no committees with the authority to act on the behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3An electronic copy of the Form 990 is provided to board members for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All financial transactions are discussed by the President, Vice President, Treasurer, and Bookkeeper, the conflict of interest policy is used as a guideline.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents, conflict of interest policy, and financial statements are available to members upon request at the Association's office.
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 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
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IRS990/TotalRevenueGrp/ExclusionAmt0262
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0239504
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239766
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0358436
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0376042
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0342856
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0356473
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 43rd Ave SE
IRS990/USAddress/CityNm0Puyallup
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098374
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen McNamara
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02538451599
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUYALLUP EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PUYA
ReturnHeader/Filer/EIN0910908256
ReturnHeader/Filer/PhoneNum02538451599
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 43rd Ave SE
ReturnHeader/Filer/USAddress/CityNm0Puyallup
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098374
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId015E3D9E72050DA9C1C68B3FD6D48BC3917314558
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.210.220.12
ReturnHeader/FilingSecurityInformation/IPDt02018-01-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:31:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910872222
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TREMPER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03131 Elliott Ave Suite 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098121
ReturnHeader/PreparerPersonGrp/PhoneNum02062854456
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laird Vanetta
ReturnHeader/ReturnTs02018-02-10T13:02:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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