Civic Intelligence

Fh Coe Elementary School Ptsa

990 • Fiscal year 2020 • EIN 91-1005216

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

2424 7th Avenue WestSeattle, WA 98119

(206) 252-2000

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

53rd percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-36%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

21st percentile

-18%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-32%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$422,708

Down $92,489 (-18%) from 2019

Net Assets

Down

$422,708

Down $92,489 (-18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$250,742

Down $116,366 (-32%) from 2019

Expenses

Down

$340,488

Down $23,092 (-6.4%) from 2019

Net Income

Down

-$89,746

Down $93,274 (-2644%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $274,375Liabilities 2011: $1,161Net Assets 2011: $273,2142011Assets 2012: $324,915Liabilities 2012: $0Net Assets 2012: $324,9152012Assets 2013: $430,434Liabilities 2013: $0Net Assets 2013: $430,4342013Assets 2014: $369,160Liabilities 2014: $0Net Assets 2014: $369,1602014Assets 2015: $393,569Liabilities 2015: $0Net Assets 2015: $393,5692015Assets 2016: $440,766Liabilities 2016: $0Net Assets 2016: $440,7662016Assets 2017: $495,189Liabilities 2017: $0Net Assets 2017: $495,1892017Assets 2018: $510,111Liabilities 2018: $0Net Assets 2018: $510,1112018Assets 2019: $515,197Liabilities 2019: $0Net Assets 2019: $515,1972019Assets 2020: $422,708Liabilities 2020: $0Net Assets 2020: $422,7082020Assets 2021: $524,167Liabilities 2021: $0Net Assets 2021: $524,1672021Assets 2022: $509,400Liabilities 2022: $0Net Assets 2022: $509,4002022Assets 2023: $560,794Liabilities 2023: $0Net Assets 2023: $560,7942023Assets 2024: $558,007Liabilities 2024: $0Net Assets 2024: $558,0072024Assets 2025: $664,223Liabilities 2025: $0Net Assets 2025: $664,2232025

Highlighted filing

2020

Assets$422,708
Liabilities$0
Net Assets$422,708

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $539,993Expenses 2011: $557,354Net Income 2011: -$17,3612011Revenue 2012: $547,690Expenses 2012: $495,989Net Income 2012: $51,7012012Revenue 2013: $598,198Expenses 2013: $533,599Net Income 2013: $64,5992013Revenue 2014: $541,383Expenses 2014: $602,657Net Income 2014: -$61,2742014Revenue 2015: $400,743Expenses 2015: $376,334Net Income 2015: $24,4092015Revenue 2016: $398,123Expenses 2016: $350,926Net Income 2016: $47,1972016Revenue 2017: $433,042Expenses 2017: $381,215Net Income 2017: $51,8272017Revenue 2018: $390,475Expenses 2018: $375,553Net Income 2018: $14,9222018Revenue 2019: $367,108Expenses 2019: $363,580Net Income 2019: $3,5282019Revenue 2020: $250,742Expenses 2020: $340,488Net Income 2020: -$89,7462020Revenue 2021: $271,655Expenses 2021: $170,484Net Income 2021: $101,1712021Revenue 2022: $237,493Expenses 2022: $252,603Net Income 2022: -$15,1102022Revenue 2023: $448,684Expenses 2023: $397,292Net Income 2023: $51,3922023Revenue 2024: $460,614Expenses 2024: $474,318Net Income 2024: -$13,7042024Revenue 2025: $527,019Expenses 2025: $0Net Income 2025: $527,0192025

Highlighted filing

2020

Revenue$250,742
Expenses$340,488
Net Income-$89,746
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$282,123
Mission and Program Overview

Mission

Provide enrichment opportunities for students of coe elementary including reading specialists, advanced learning specialists, library services, visual arts/performing arts, and schoolwide assemblies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$515,197$422,708▼ $92,489
Savings and Temporary Cash Investments$272,653$274,438▲ $1,785
Cash and Non-Interest-Bearing Accounts$235,668$148,270▼ $87,398
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$515,197$422,708▼ $92,489
Other Assets Total$6,876$0▼ $6,876
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$515,197$422,708▼ $92,489
Total Liabilities and Net Assets / Fund Balance$515,197$422,708▼ $92,489
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nicole TromblePresident
Kathy PoederDirector
Lissa CappsDirector
Monica AndrusDirector
Paola VirgaDirector
Scott WickeDirector
Shannon WickeDirector
Shawn PerkinsDirector
Laura Marie RiveraAsst. Secretary
Sheena EatonAsst. Treaurer
Katie JacolevSecretary
Mary LigonTreasurer
Monica AndrusVP/pres. Elect.
Revenue and Support

Revenue Composition

Contributions and Grants
$8,641
Program Service Revenue
$10,581
Investment Income
$-2,350
Other Revenue
$233,870
All Other Contributions
$5,531
Change in Net Assets
$-89,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$340,488
Total Fundraising Expense$3,270
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$9,924$7,666$3,270$20,860
Other Expenses$8,040$8,205-$8,040
Payments to Affiliates$3,109--$3,109
Fees for Services Accounting-$1,827-$1,827
Insurance-$610-$610
Office Expenses-$8-$8
Total Functional Expenses$318,902$18,316$3,270$340,488
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$254,353
Fundraising Direct Expenses$31,381
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$137,977$137,977$6,765$131,212
Fall Appeal$87,266$87,266$632$86,634
Total Events$253,767$253,767$31,181$222,586
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
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The PTA membership annually elects the slate of Officers of the Board of Directors.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The PTA membership annually elects the slate of Officers of the Board of Directors and approves the annual Operating Budget.

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

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

Any available corporate document, policy or financial statement requested by the public will be supplied as soon as is practical.

Filing and Contact Details

Filer

Filer Name
Fh Coe Elementary School Pta
EIN
91-1005216
Phone
2062522000
Address
2424 7th Avenue West, Seattle, WA 98119

Signing Officer

Name
Mary Ligon
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
150

Preparer

Firm
Branch Richards & Co PS
Address
155 NE 100th St Suite 410, Seattle, WA 98125
Preparer
Jack L Bussard
Phone
2067290114
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IRS990/OtherExpensesGrp/Desc1SCHOOL DAY ERICHMENT
IRS990/OtherExpensesGrp/Desc2LIBRARY NON-FICTION PROJECT
IRS990/OtherExpensesGrp/Desc3PROGRAM FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08205
IRS990/OtherExpensesGrp/ProgramServicesAmt0248064
IRS990/OtherExpensesGrp/ProgramServicesAmt149765
IRS990/OtherExpensesGrp/ProgramServicesAmt28040
IRS990/OtherExpensesGrp/TotalAmt0248064
IRS990/OtherExpensesGrp/TotalAmt149765
IRS990/OtherExpensesGrp/TotalAmt28205
IRS990/OtherExpensesGrp/TotalAmt38040
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0BOOK FAIR
IRS990/OtherRevenueMiscGrp/Desc1COE COUGAR WEAR SALES
IRS990/OtherRevenueMiscGrp/Desc2POPCORN SALES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05059
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12603
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt23096
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05059
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12603
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt23096
IRS990/OtherRevenueTotalAmt010898
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt03109
IRS990/PaymentsToAffiliatesGrp/TotalAmt03109
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PriorPeriodAdjustmentsAmt0-2743
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0ARCHERY CLUB
IRS990/ProgramServiceRevenueGrp/Desc1ART PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2COE CARES PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3MATH ERICHMENT
IRS990/ProgramServiceRevenueGrp/Desc4UNICYCLE CLUB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02800
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12541
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3990
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12541
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3990
IRS990/ProgSrvcAccomActy2Grp/Desc0STUDENT SUPPORT AND ENRICHMENT PROGRAMS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt057805
IRS990/ProgSrvcAccomActy3Grp/Desc0PARENT INVOLVEMENT, EDUCATION AND SUPPORT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03109
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07063
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0146
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0363580
IRS990/PYOtherRevenueAmt0334365
IRS990/PYProgramServiceRevenueAmt025534
IRS990/PYRevenuesLessExpensesAmt03528
IRS990/PYTotalExpensesAmt0363580
IRS990/PYTotalRevenueAmt0367108
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-89746
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0515197
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0422708
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0272653
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0274438
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0284804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0440835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0451119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0506592
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0457077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02140427
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01775
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0146
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0146
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0154
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0160
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0154
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02381
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt05199
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04843
IRS990ScheduleA/OtherIncome509Grp/TotalAmt010042
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99420
IRS990ScheduleA/PublicSupportPY509Pct00.99760
IRS990ScheduleA/PublicSupportTotal509Amt02140427
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0284804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0440835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0451119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0506592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0457077
IRS990ScheduleA/Total509Grp/TotalAmt02140427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0291778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0445824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0451265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0506746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0457237
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02152850
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031181
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02500

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.64$0.00$6.64$5.27$0.00$5.27
2024Summary only. Only limited summary data is available for this year.$5.58$0.00$5.58$4.61$4.74$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$4.49$3.97$0.51
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.00$5.09$2.37$2.53$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.00$5.24$2.72$1.70$1.01
2020Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$2.51$3.40$0.90
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.00$5.15$3.67$3.64$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$3.90$3.76$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$0.00$4.95$4.33$3.81$0.52
2016Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$3.98$3.51$0.47
2015Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$4.01$3.76$0.24
2014Summary only. Only limited summary data is available for this year.$3.69$0.00$3.69$5.41$6.03$0.61
2013Summary only. Only limited summary data is available for this year.$4.30$0.00$4.30$5.98$5.34$0.65
2012Summary only. Only limited summary data is available for this year.$3.25$0.00$3.25$5.48$4.96$0.52
2011Summary only. Only limited summary data is available for this year.$2.74$0.01$2.73$5.40$5.57$0.17