Civic Intelligence

Marvista Ptsa Co Monica Bulldis Co-Vice President

990 • Fiscal year 2018 • EIN 91-0952590

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

19800 Marine View Drive SWSeattle, WA 98166

(253) 376-3991

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

52nd percentile

4.0%

Higher net margin than 52% 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

58th percentile

6.2%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

35th percentile

-9.0%

Faster revenue growth than 35% of similar nonprofits.

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

Assets

Up

$99,622

Up $5,777 (+6.2%) from 2017

Net Assets

Up

$99,622

Up $5,777 (+6.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$144,267

Down $14,210 (-9.0%) from 2017

Expenses

Up

$138,490

Up $2,836 (+2.1%) from 2017

Net Income

Down

$5,777

Down $17,046 (-75%) 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 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

2018

Assets$99,622
Liabilities$0
Net Assets$99,622

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

2018

Revenue$144,267
Expenses$138,490
Net Income$5,777
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$249,773
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$86,214$65,743▼ $20,471
Savings and Temporary Cash Investments$7,630$33,879▲ $26,249
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$93,845$99,622▲ $5,777
Other Assets Total$1$0▼ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$93,845$99,622▲ $5,777
Total Net Assets Fund Balance$93,845$99,622▲ $5,777
Total Liabilities and Net Assets / Fund Balance$93,845$99,622▲ $5,777
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jen NgPresident
Carrie ArringtonVice President
Jen ManchesterVice President
Tiffany KnauerArt Docent
Vanessa LamoreauxArt Docent
Jodi SchillingAssistant
Christy VealAuction
Jennifer ManchesterAuction
Jenny WadeCommunications
Angelica CruzCoordinator
Heather BibbyEnrichment
Lisa PattonEnrichment
Aleksandra LettsFamily Activity
Annie McgrathFamily Activity
Joan KrusselFamily Activity
Karen CraggenFundraising
Vivian Kerr-swaabFundraising
Mike SteffenLegislative
Steve GoughLegislative
Erin ZamoraMembership
Karen CragganOutreach
Noelle Detrich-eatonOutreach
Melissa PointerPrinciple
Penny OrtegaSecretary
Volunteer NeededStaff
Julie FryStrategic
Monica BulldisStrategic
Katie YoreTeacher Liaison
Lori BentoTeacher Liaison
Stephanie GrantTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$155,618
Program Service Revenue
$50,743
Investment Income
$34
Other Revenue
$-62,128
All Other Contributions
$3,537
Change in Net Assets
$5,777

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 Table117$108,032Fair Market Value (FMV)
Other Non Cash Contri Table17$8,505Fair Market Value (FMV)
Clothing and Household Goods-$4,375Fair Market Value (FMV)
Other Non Cash Contri Table28$2,225Fair Market Value (FMV)
Total Noncash Contributions162$123,137-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,997
Other Expenses$61,493
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$76,997--$76,997
All Other Expenses$4,097$1,625-$5,722
Other Expenses$4,083$3,208-$3,208
Insurance-$1,614-$1,614
Conferences and Meetings-$495-$495
Total Functional Expenses$131,548$6,942$0$138,490
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marvista ElementaryNormandy Park, WA-School Support$75,997
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$105,506
Fundraising Gross Income$43,378
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$33,466$33,466$2,075$31,391
Auction$154,947$6,410$100,256$-93,846
Total Events$188,413$39,876$105,506$-65,630
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
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

The president and treasurer review the form 990 for accuracy and completeness.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization does not have a policy for furnishing documents to the public. Documents will be made available upon request.

Filing and Contact Details

Filer

Filer Name
Marvista Ptsa
EIN
91-0952590
Phone
2533763991
Address
19800 MARINE VIEW DRIVE SW, SEATTLE, WA 98166

Signing Officer

Name
Jennifer Ng
Title
President
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Wa
Voting Board Members
29
Independent Board Members
28
Employees
0
Volunteers
52

Preparer

Firm
Hawthorne & Company CPAs
Address
15220 6th Avenue SW, Seattle, WA 98166
Preparer
Glen a Harlow - Ktd
Phone
2062432336
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IRS990/Form990PartVIISectionAGrp/TitleTxt29TEACHER LIAISON
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IRS990/MissionDesc0The 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.
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Peer Organizations

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