Civic Intelligence

Loyal Heights PTA Seattle Council

990 • Fiscal year 2020 • EIN 91-1046044

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

Refreshing map…

7735 25th Avenue NWSeattle, WA 98117

(206) 252-6000

Siviq Scores

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

Liabilities / Assets

55th 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

55th 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

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

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

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.

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

Asset Growth

55th percentile

7.6%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

38th percentile

-27%

Faster revenue growth than 38% of similar nonprofits.

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

Assets

Up

$332,512

Up $23,520 (+7.6%) from 2019

Net Assets

Up

$332,512

Up $23,520 (+7.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$199,302

Down $73,346 (-27%) from 2019

Expenses

Up

$175,782

Up $11,472 (+7.0%) from 2019

Net Income

Down

$23,520

Down $84,818 (-78%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $109,535Liabilities 2011: $0Net Assets 2011: $109,5352011Assets 2012: $132,838Liabilities 2012: $0Net Assets 2012: $132,8382012Assets 2013: $139,711Liabilities 2013: $170Net Assets 2013: $139,5412013Assets 2014: $123,523Liabilities 2014: $0Net Assets 2014: $123,5232014Assets 2015: $133,412Liabilities 2015: $1,163Net Assets 2015: $132,2492015Assets 2016: $153,440Liabilities 2016: $1,087Net Assets 2016: $152,3532016Assets 2017: $194,927Liabilities 2017: $0Net Assets 2017: $194,9272017Assets 2018: $202,114Liabilities 2018: $1,460Net Assets 2018: $200,6542018Assets 2019: $308,992Liabilities 2019: $0Net Assets 2019: $308,9922019Assets 2020: $332,512Liabilities 2020: $0Net Assets 2020: $332,5122020Assets 2021: $378,889Liabilities 2021: $0Net Assets 2021: $378,8892021Assets 2022: $326,537Liabilities 2022: $1Net Assets 2022: $326,5362022Assets 2023: $265,712Liabilities 2023: $0Net Assets 2023: $265,7122023Assets 2024: $315,345Liabilities 2024: $0Net Assets 2024: $315,3452024

Highlighted filing

2020

Assets$332,512
Liabilities$0
Net Assets$332,512

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $198,746Expenses 2011: $168,526Net Income 2011: $30,2202011Revenue 2012: $194,646Expenses 2012: $171,343Net Income 2012: $23,3032012Revenue 2013: $208,495Expenses 2013: $201,792Net Income 2013: $6,7032013Revenue 2014: $224,341Expenses 2014: $240,359Net Income 2014: -$16,0182014Revenue 2015: $253,635Expenses 2015: $244,909Net Income 2015: $8,7262015Revenue 2016: $237,129Expenses 2016: $217,025Net Income 2016: $20,1042016Revenue 2017: $257,101Expenses 2017: $214,527Net Income 2017: $42,5742017Revenue 2018: $215,262Expenses 2018: $199,702Net Income 2018: $15,5602018Revenue 2019: $272,648Expenses 2019: $164,310Net Income 2019: $108,3382019Revenue 2020: $199,302Expenses 2020: $175,782Net Income 2020: $23,5202020Revenue 2021: $205,852Expenses 2021: $159,475Net Income 2021: $46,3772021Revenue 2022: $215,041Expenses 2022: $267,394Net Income 2022: -$52,3532022Revenue 2023: $202,892Expenses 2023: $263,716Net Income 2023: -$60,8242023Revenue 2024: $250,629Expenses 2024: $200,996Net Income 2024: $49,6332024

Highlighted filing

2020

Revenue$199,302
Expenses$175,782
Net Income$23,520
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$254,229
Mission and Program Overview

Mission

To provide and sponsor programs which enrich and expand educational experiences of all loyal heights students, encourage and support family participation, support the school's goals, support the facility and the staff, and foster a connection with our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$308,992$332,512▲ $23,520
Cash and Non-Interest-Bearing Accounts$218,637$206,843▼ $11,794
Savings and Temporary Cash Investments$90,355$125,669▲ $35,314
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$308,992$332,512▲ $23,520
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$308,992$332,512▲ $23,520
Total Liabilities and Net Assets / Fund Balance$308,992$332,512▲ $23,520
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$28,010
Program Service Revenue
$20,467
Investment Income
$542
Other Revenue
$150,283
All Other Contributions
$24,558
Change in Net Assets
$23,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$175,782
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$18,976$2,709-$21,685
Other Expenses$14,844--$14,844
Fees for Services Accounting-$1,462-$1,462
Office Expenses-$1,314-$1,314
Insurance-$695-$695
Total Functional Expenses$169,602$6,180$0$175,782
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$205,210
Fundraising Direct Expenses$54,927
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$146,674$146,674$43,818$102,856
Move-a-thon$48,106$48,106$3,109$44,997
Total Events$204,408$204,408$54,927$149,481
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 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
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 Treasurer and/or President reviews and oversees the processing of the form 990 for the Board of Directors. The 990 form is available for review by any Officer, Director or Member.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Loyal Heights Pta Seattle Council
EIN
91-1046044
Phone
2062526000
Address
7735 25TH AVENUE NW, SEATTLE, WA 98117

Signing Officer

Name
Kali Sakai
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Wa
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
100

Preparer

Firm
Branch Richards & Co PS
Address
155 NE 100th St Suite 410, Seattle, WA 98125
Preparer
Chi-Hung Lee
Phone
2067290114
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

ADMINISTRATIVE EXPENSES: Column (A) - Total = $100; Column (B) - Program Services = $0; Column (C) - Management & General = $100; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

AFTER SCHOOL PROGRAMS: Column (A) - Total = $987; Column (B) - Program Services = $987; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

ALL OTHER PROGRAMS: Column (A) - Total = $752; Column (B) - Program Services = $752; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

ASSEMBLY: Column (A) - Total = $650; Column (B) - Program Services = $650; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BANK CHARGES: Column (A) - Total = $102; Column (B) - Program Services = $0; Column (C) - Management & General = $102; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

CLASSROOM MAINTENANCE: Column (A) - Total = $1625; Column (B) - Program Services = $1625; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

COMMUNICATIONS: Column (A) - Total = $424; Column (B) - Program Services = $0; Column (C) - Management & General = $424; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

COMMUNITY CORNER: Column (A) - Total = $2300; Column (B) - Program Services = $2300; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DUES AND SUBSCRIPTIONS: Column (A) - Total = $2083; Column (B) - Program Services = $0; Column (C) - Management & General = $2083; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

EQUITY COMMITTEE: Column (A) - Total = $4036; Column (B) - Program Services = $4036; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

FAMILY EVENTS: Column (A) - Total = $1022; Column (B) - Program Services = $1022; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

FAMILY SUPPORT: Column (A) - Total = $1666; Column (B) - Program Services = $1666; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

FIELD DAY: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LIBRARY SUPPORT: Column (A) - Total = $2000; Column (B) - Program Services = $2000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MEMORY BOOKS: Column (A) - Total = $276; Column (B) - Program Services = $276; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PRINCIPAL'S DISCRETIONARY: Column (A) - Total = $662; Column (B) - Program Services = $662; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PROFESSIONAL DEVELOPMENT: Column (A) - Total = $2400; Column (B) - Program Services = $2400; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

RECOGNITION/AWARDS: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

YOUNG AUTHORS: Column (A) - Total = $600; Column (B) - Program Services = $600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0101297
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0107536
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0147803
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0110
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$2.51$2.01$0.50
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$2.03$2.64$0.61
2022Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$2.15$2.67$0.52
2021Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$2.06$1.59$0.46
2020Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$1.99$1.76$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$2.73$1.64$1.08
2018Detailed filing. Detailed filing data is available for this year.$2.02$0.01$2.01$2.15$2.00$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$2.57$2.15$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.52$2.37$2.17$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.32$2.54$2.45$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$2.24$2.40$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$2.08$2.02$0.07
2012Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$1.95$1.71$0.23
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$1.99$1.69$0.30