Civic Intelligence

Marvista Ptsa Co Monica Bulldis Co-Vice President

990EZ • Fiscal year 2014 • EIN 91-0952590

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 17, 2015

19800 Marine View Drive SW98166

(206) 422-3301

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

5.8%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Down

$83,971

Down $39,098 (-32%) from 2013

Net Assets

Down

$83,971

Down $39,098 (-32%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$89,101

No earlier filing loaded for comparison.

Expenses

Up

$128,199

Up $19,437 (+18%) from 2013

Net Income

-$39,098

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $108,268Liabilities 2011: $0Net Assets 2011: $108,2682011Assets 2012: $64,478Net Assets 2012: $64,4782012Assets 2013: $123,069Liabilities 2013: $0Net Assets 2013: $123,0692013Assets 2014: $83,971Net Assets 2014: $83,9712014Assets 2015: $49,409Liabilities 2015: $0Net Assets 2015: $49,4092015Assets 2016: $71,022Liabilities 2016: $0Net Assets 2016: $71,0222016Assets 2017: $93,845Liabilities 2017: $0Net Assets 2017: $93,8452017Assets 2018: $99,622Liabilities 2018: $0Net Assets 2018: $99,6222018Assets 2019: $85,574Net Assets 2019: $85,5742019Assets 2020: $63,937Net Assets 2020: $63,9372020Assets 2021: $62,635Net Assets 2021: $62,6352021Assets 2023: $159,178Liabilities 2023: $0Net Assets 2023: $159,1782023Assets 2024: $216,259Liabilities 2024: $1Net Assets 2024: $216,2582024

Highlighted filing

2014

Assets$83,971
Liabilities-
Net Assets$83,971

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $124,4802011Revenue 2012: $79,605Expenses 2012: $123,395Net Income 2012: -$43,7902012Expenses 2013: $108,7622013Revenue 2014: $89,101Expenses 2014: $128,199Net Income 2014: -$39,0982014Revenue 2015: $125,126Expenses 2015: $159,688Net Income 2015: -$34,5622015Revenue 2016: $161,366Expenses 2016: $139,753Net Income 2016: $21,6132016Revenue 2017: $158,477Expenses 2017: $135,654Net Income 2017: $22,8232017Revenue 2018: $144,267Expenses 2018: $138,490Net Income 2018: $5,7772018Revenue 2019: $132,429Expenses 2019: $146,477Net Income 2019: -$14,0482019Revenue 2020: $44,640Expenses 2020: $66,277Net Income 2020: -$21,6372020Revenue 2021: $13,755Expenses 2021: $15,057Net Income 2021: -$1,3022021Revenue 2023: $137,066Expenses 2023: $59,173Net Income 2023: $77,8932023Revenue 2024: $162,400Expenses 2024: $105,320Net Income 2024: $57,0802024

Highlighted filing

2014

Revenue$89,101
Expenses$128,199
Net Income-$39,098
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 17, 2015
Return Version
2013v4.0
Gross Receipts
$107,934
Mission and Program Overview

Mission

The mission of the Marvista Elementary PTSA is to enhance the educational experience of the children and their families by working in partnership with the teachers, administration, staff and local community. The PTSA gives each child a legislative voice while providing safe, fun and educationally enriching activities, supported by its own fundraising.

Work within and in partnership with the school community to develop programs, projects, and activities for children and youth.

Program Services

DescriptionGrantsExpenses
RESOURCES FOR ENRICHMENT ACTIVITIES FOR STUDENTS, TEACHERS AND PARENTS$119,933$51,692
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI SOKOLOSKIArt Docent-$0--
NATASHA TANEV-FENKNERCommunity Outre-$0--
MELISSA WELLSFamily Activiti-$0--
JULIE FRYFundraising-$0--
MARIE RULEFundraising-$0--
KIRSTEN PANGELINANPresident-$0--
LISA SIEDENBURGMembership-$0--
KENT NOVICKSafety-$0--
ROBERTA JAFFESecretary-$0--
LESLIE PERRYInterim Princip-$0--
SLAVKA BISHOFFVice President-$0--
TRACI LONIGROVice President-$0--
SHANE KLINGENSTIENGrounds-$0--
MIKE DITCHIKLegislative-$0--
CHRIS BRASETeacher'S Liais-$0--
THERESA COLUCCIOClubs/Enrichmen-$0--
KRISTEN KERNSClubs/Enrichmen-$0--
SANDY WOLLINMembership-$0--
JENNY WADECommunications-$0--
MONICA BULLDISTreasurer-$0--
SUSAN KLEINStaff Appreciat-$0--
KATHY VANFREDENBERGCommunity Outre-$0--
KAY SHABAZIAN DITCHIKArt Docent-$0--
LORI BENTOTeachers Liais.-$0--
GINNIE BROSSARDTeachers Liais.-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$36,372$36,372$16,806$19,566
Total Events$36,372$36,372$16,806$19,566
Filing and Contact Details

Filer

EIN
91-0952590
Phone
2064223301

Signing Officer

Name
Monica Bulldis
Title
Treasurer
Signed
2015-02-17
Discuss with paid preparer
Yes

Preparer

Preparer
Glen a Harlow - Cem
Phone
2062432336
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: MARVISTA ELEMENTARY SCHOOL | Donee's Address: 19800 MARINE VIEW DRIVE SW NORMANDY PARK, WA 98166 | Cash Amount Given: $49691

Other Expenses.1007

Conferences, Conventions, and Meetings $1584

Other Expenses.1012

Insurance $1585

Other Expenses.1

Early dismissal program $33233

Other Expenses.2

Board discretionary fund $17878

Other Expenses.3

Miscellaneous program $6924

Other Expenses.4

YEARBOOK $5209

Other Expenses.5

T-shirt/spirit sale $3749

Other Expenses.6

MEMBER FEES $3534

Other Expenses.8

CARRYOVER COST $946

Other Expenses.9

President's discretionary fund $303

Other Expenses.10

State pta-leadership ed. $250

Other Expenses.11

WEBSITE $170

Other Expenses.12

BANK CHARGE $144

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ART DOCENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMMUNITY OUTRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FAMILY ACTIVITI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SAFETY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9INTERIM PRINCIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12GROUNDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13LEGISLATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14TEACHER'S LIAIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15CLUBS/ENRICHMEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23TEACHERS LIAIS.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt24TEACHERS LIAIS.
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0OTHER SPECIAL EVENTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MARVISTA ELEMENTARY SCHOOL | Donee's Address: 19800 MARINE VIEW DRIVE SW NORMANDY PARK, WA 98166 | Cash Amount Given: $49691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EARLY DISMISSAL PROGRAM $33233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD DISCRETIONARY FUND $17878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS PROGRAM $6924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6YEARBOOK $5209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7T-SHIRT/SPIRIT SALE $3749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBER FEES $3534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CARRYOVER COST $946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PRESIDENT'S DISCRETIONARY FUND $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STATE PTA-LEADERSHIP ED. $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12WEBSITE $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK CHARGE $144
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA BULLDIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10MARVISTA PTSA
ReturnHeader/Filer/BusinessName/BusinessNameLine20CO MONICA BULLDIS TREASURER
ReturnHeader/Filer/BusinessNameControlTxt0MARV
ReturnHeader/Filer/EIN0910952590
ReturnHeader/Filer/PhoneNum02064223301
ReturnHeader/Filer/USAddress/AddressLine1019800 MARINE VIEW DRIVE SW
ReturnHeader/Filer/USAddress/City0SEATTLE
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098166
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Hawthorne & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1015220 6th Avenue SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098166
ReturnHeader/PreparerPersonGrp/PhoneNum02062432336
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLEN A HARLOW - CEM
ReturnHeader/ReturnTs02015-02-17T16:37:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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