Civic Intelligence

Juanita Elementary PTA

990EZ • Fiscal year 2023 • EIN 91-1029344

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 05, 2024

9635 NE 132nd StKirkland, WA 98034

(206) 890-3737

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

17th percentile

-25%

Higher net margin than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

29th percentile

-13%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

0.7%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$108,772

Down $15,583 (-13%) from 2022

Net Assets

Down

$108,772

Down $15,583 (-13%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$62,500

Up $426 (+0.7%) from 2022

Expenses

Up

$78,083

Up $36,147 (+86%) from 2022

Net Income

Down

-$15,583

Down $35,721 (-177%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $34,203Liabilities 2013: $02013Assets 2014: $56,393Liabilities 2014: $02014Assets 2015: $50,650Liabilities 2015: $02015Assets 2016: $58,700Liabilities 2016: $02016Assets 2017: $77,385Liabilities 2017: $02017Assets 2018: $94,525Liabilities 2018: $0Net Assets 2018: $94,5252018Assets 2019: $98,114Liabilities 2019: $0Net Assets 2019: $98,1142019Assets 2020: $119,654Net Assets 2020: $119,6542020Assets 2021: $104,217Net Assets 2021: $104,2172021Assets 2022: $124,355Net Assets 2022: $124,3552022Assets 2023: $108,772Net Assets 2023: $108,7722023Assets 2024: $95,100Net Assets 2024: $95,1002024Assets 2025: $125,017Net Assets 2025: $125,0172025

Highlighted filing

2023

Assets$108,772
Liabilities-
Net Assets$108,772

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $41,864Expenses 2013: $39,119Net Income 2013: $2,7452013Revenue 2014: $66,772Expenses 2014: $44,529Net Income 2014: $22,2432014Revenue 2015: $71,185Expenses 2015: $76,927Net Income 2015: -$5,7422015Revenue 2016: $70,701Expenses 2016: $62,651Net Income 2016: $8,0502016Revenue 2017: $80,731Expenses 2017: $62,785Net Income 2017: $17,9462017Revenue 2018: $81,400Expenses 2018: $64,471Net Income 2018: $16,9292018Revenue 2019: $81,328Expenses 2019: $77,739Net Income 2019: $3,5892019Revenue 2020: $68,144Expenses 2020: $46,604Net Income 2020: $21,5402020Revenue 2021: $3,748Expenses 2021: $19,185Net Income 2021: -$15,4372021Revenue 2022: $62,074Expenses 2022: $41,936Net Income 2022: $20,1382022Revenue 2023: $62,500Expenses 2023: $78,083Net Income 2023: -$15,5832023Revenue 2024: $77,920Expenses 2024: $91,592Net Income 2024: -$13,6722024Revenue 2025: $101,349Expenses 2025: $71,432Net Income 2025: $29,9172025

Highlighted filing

2023

Revenue$62,500
Expenses$78,083
Net Income-$15,583
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 5, 2024
Return Version
2022v5.0
Gross Receipts
$63,839
Mission and Program Overview

Mission

Schedule O, Statement 2

Program Services

DescriptionGrantsExpenses
Student suppoort, enrichment and education Classroom support all students 355, Art Docent Program all, Library/Classroom books all , Field trips all, Reflections all, Seim Lesson Program approx 60, All School Play-$30,980
Parent Involvement/Education Volunteeer training, famity events such as Movie Nights, Back to School Social, Membership Meetings, Parent Education Speaker, Watch Dogs-$13,153
Community Volunteer Involvement Recognition Community Carnival, Patnry Packs, Volunteer of the Month Appreciation, PTA Awards Night for Volunteers-$3,651
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon MartinCo-PresidentPT$0--
Elaine WalshCo-PresidentPT$0--
Sarah BellSecretary-$0--
Chelsea MannTreasurerPT$0--
Heui Young JooCommunications-$0--
Bin ZhuCommunications-$0--
Teresa BailieMembership-$0--
Casey StrohHospitality-$0--
Tessa GubbeHospitality-$0--
Monica KimPrograms-$0--
Ash GellespieSustainability-$0--
Jared SilviaFace-$0--
Crystal SchindlerWays Means-$0--
BridgetAdvocacy-$0--
Filing and Contact Details

Filer

Filer Name
Juanita Elementary PTA
EIN
91-1029344
Phone
2068903737
Address
9635 NE 132nd St, Kirkland, WA 98034

Signing Officer

Name
Teresa Bailie
Title
Treasurer
Phone
4252153338
Signed
2024-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Silva Business Solutions
Address
12006 98th Ave NE Ste 100, Kirkland, WA 98034
Preparer
Catherine M Silva CPA
Phone
4255761953
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

Petty cash redeposited 950

Form 990-EZ, Part I, Line 10, Grants Paid

Activity Money given to school to support educational activities., Grantee Juanita Elementary 9635 NE 132nd St Kirkland WA 98034, Cash Grant 34,541, Relationship Creator

Form 990-EZ, Part I, Line 16, Other Expenses

Spiritweat 83

Form 990-EZ, Part I, Line 16, Other Expenses

5th Grade Graduation 351

Form 990-EZ, Part I, Line 16, Other Expenses

Camp Shirts/Sweatshirts 1,144

Form 990-EZ, Part I, Line 16, Other Expenses

Family Movie Night 334

Form 990-EZ, Part I, Line 16, Other Expenses

Hoiday Bazar 209

Form 990-EZ, Part I, Line 16, Other Expenses

Popcorn Fridays 314

Form 990-EZ, Part I, Line 16, Other Expenses

Awards 192

Form 990-EZ, Part I, Line 16, Other Expenses

Back to School Meet and Greet 310

Form 990-EZ, Part I, Line 16, Other Expenses

BankCharges 12

Form 990-EZ, Part I, Line 16, Other Expenses

Bonding Insurance 125

Form 990-EZ, Part I, Line 16, Other Expenses

Community Family Nights 10

Form 990-EZ, Part I, Line 16, Other Expenses

Family Staff Education 1,000

Form 990-EZ, Part I, Line 16, Other Expenses

General Liability Insurance 180

Form 990-EZ, Part I, Line 16, Other Expenses

Green Team 604

Form 990-EZ, Part I, Line 16, Other Expenses

Hospitality 540

Form 990-EZ, Part I, Line 16, Other Expenses

Jogathon 6,586

Form 990-EZ, Part I, Line 16, Other Expenses

Legacy Gift Fund 13,740

Form 990-EZ, Part I, Line 16, Other Expenses

Mothers Fahters Day Breakfasts 822

Form 990-EZ, Part I, Line 16, Other Expenses

Pantry Packs 393

Form 990-EZ, Part I, Line 16, Other Expenses

Petty Cash 950

Form 990-EZ, Part I, Line 16, Other Expenses

Presidents Fund 445

Form 990-EZ, Part I, Line 16, Other Expenses

Professional Liability Insurance 65

Form 990-EZ, Part I, Line 16, Other Expenses

PTA Board T-Shirts 300

Form 990-EZ, Part I, Line 16, Other Expenses

Staff Appreciation 2,156

Form 990-EZ, Part I, Line 16, Other Expenses

Student Performance 1,069

Form 990-EZ, Part I, Line 16, Other Expenses

Summer Reading Program 2,700

Form 990-EZ, Part I, Line 16, Other Expenses

Technology 581

Form 990-EZ, Part I, Line 16, Other Expenses

Volunteer Appreciation 138

Form 990-EZ, Part I, Line 16, Other Expenses

Watch Dogs 400

Raw XML Appendix276 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kirkland
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bin Zhu
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Casey Stroh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tessa Gubbe
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Ash Gellespie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Jared Silvia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Crystal Schindler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Bridget
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Communications
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Sustainability
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11FACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Ways Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Advocacy
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035753
IRS990EZ/OtherRevenueTotalAmt0950
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Schedule O, Statement 2
IRS990EZ/PrintingPublicationsPostageAmt02793
IRS990EZ/ProgramServiceRevenueAmt013179
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student suppoort, enrichment and education Classroom support all students 355, Art Docent Program all, Library/Classroom books all , Field trips all, Reflections all, Seim Lesson Program approx 60, All School Play
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Parent Involvement/Education Volunteeer training, famity events such as Movie Nights, Back to School Social, Membership Meetings, Parent Education Speaker, Watch Dogs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community Volunteer Involvement Recognition Community Carnival, Patnry Packs, Volunteer of the Month Appreciation, PTA Awards Night for Volunteers
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030980
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IRS990EZ/SpecialEventsDirectExpensesAmt01339
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/WebsiteAddressTxt0https//www.juanitaelpta.com/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043781
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Petty cash redeposited 950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Money given to school to support educational activities., Grantee Juanita Elementary 9635 NE 132nd St Kirkland WA 98034, Cash Grant 34,541, Relationship Creator
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Spiritweat 83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35th Grade Graduation 351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Camp Shirts/Sweatshirts 1,144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Family Movie Night 334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hoiday Bazar 209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Popcorn Fridays 314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Awards 192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Back to School Meet and Greet 310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BankCharges 12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bonding Insurance 125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Community Family Nights 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Family Staff Education 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14General Liability Insurance 180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Green Team 604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Hospitality 540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Jogathon 6,586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Legacy Gift Fund 13,740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Mothers Fahters Day Breakfasts 822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Pantry Packs 393
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Petty Cash 950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Presidents Fund 445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Professional Liability Insurance 65
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24PTA Board T-Shirts 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Staff Appreciation 2,156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Student Performance 1,069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Summer Reading Program 2,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Technology 581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Volunteer Appreciation 138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30Watch Dogs 400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/Filer/USAddress/AddressLine1Txt09635 NE 132nd St
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine M Silva CPA
ReturnHeader/ReturnTs02024-02-05T05:00:45-00:00
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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