Civic Intelligence

Wellington Elementary PTA

990EZ • Fiscal year 2016 • EIN 91-1061631

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

1304 South Fawcett Ave Suite 300Tacoma, WA 98402

(206) 915-7888

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

47th percentile

1.7%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

6.1%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$37,404

Up $2,146 (+6.1%) from 2015

Net Assets

Up

$37,404

Up $2,146 (+6.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$125,844

Up $47,567 (+61%) from 2015

Expenses

Up

$123,697

Up $42,501 (+52%) from 2015

Net Income

Up

$2,147

Up $5,066 (+174%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $36,178Liabilities 2011: $0Net Assets 2011: $36,1782011Assets 2012: $31,975Liabilities 2012: $0Net Assets 2012: $31,9752012Assets 2013: $36,567Liabilities 2013: $0Net Assets 2013: $36,5672013Assets 2014: $38,091Liabilities 2014: $0Net Assets 2014: $38,0912014Assets 2015: $35,258Liabilities 2015: $0Net Assets 2015: $35,2582015Assets 2016: $37,404Liabilities 2016: $0Net Assets 2016: $37,4042016Assets 2017: $56,674Liabilities 2017: $02017Assets 2018: $64,866Liabilities 2018: $02018Assets 2019: $75,437Liabilities 2019: $02019Assets 2020: $94,480Liabilities 2020: $3,515Net Assets 2020: $90,9652020Assets 2021: $84,343Net Assets 2021: $84,3432021Assets 2022: $88,364Net Assets 2022: $88,3642022Assets 2023: $87,846Net Assets 2023: $87,8462023Assets 2024: $86,077Liabilities 2024: $02024Assets 2025: $85,392Net Assets 2025: $85,3922025

Highlighted filing

2016

Assets$37,404
Liabilities$0
Net Assets$37,404

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $65,820Expenses 2011: $66,469Net Income 2011: -$6492011Revenue 2012: $51,367Expenses 2012: $55,570Net Income 2012: -$4,2032012Revenue 2013: $61,858Expenses 2013: $57,266Net Income 2013: $4,5922013Revenue 2014: $88,866Expenses 2014: $87,342Net Income 2014: $1,5242014Revenue 2015: $78,277Expenses 2015: $81,196Net Income 2015: -$2,9192015Revenue 2016: $125,844Expenses 2016: $123,697Net Income 2016: $2,1472016Revenue 2017: $119,033Expenses 2017: $92,982Net Income 2017: $26,0512017Revenue 2018: $58,526Expenses 2018: $50,334Net Income 2018: $8,1922018Revenue 2019: $85,971Expenses 2019: $75,399Net Income 2019: $10,5722019Revenue 2020: $65,071Expenses 2020: $49,543Net Income 2020: $15,5282020Revenue 2021: $16,077Expenses 2021: $22,699Net Income 2021: -$6,6222021Revenue 2022: $30,486Expenses 2022: $26,465Net Income 2022: $4,0212022Revenue 2023: $55,990Expenses 2023: $56,508Net Income 2023: -$5182023Revenue 2024: $50,836Expenses 2024: $52,605Net Income 2024: -$1,7692024Revenue 2025: $57,261Expenses 2025: $57,946Net Income 2025: -$6852025

Highlighted filing

2016

Revenue$125,844
Expenses$123,697
Net Income$2,147
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$133,786
Mission and Program Overview

Mission

It is the mission of Wellington Elementary PTA to promote the welfare of children, provide staff support, foster teacher, parent & community cooperation, and enrich student learning.

To support the education, health, and welfare of all children and youth.

Program Services

DescriptionGrantsExpenses
Playground Grant: Enhanced safety by providing grant to remove old play structures, add new, more accessible structure and add bark.$18,633$18,633
Instructional and Educational Enhancement - Multiple funds that provide items for teachers (both indivdual and grade level) to enrich classroom experience - all students benefit (500 students) - see Schedule 0 statement 3 for details$14,529$14,529
Reading, STEM and Performing Arts Programs: Purchase of physical education equipment - in addition sponsored drama and artists in residence programs and STEM assemblies for the entire student body and individual classrooms.$10,972$10,972
Safety Enhancement - grants were awarded to school for enhancements to school safety as well as literature to ensure safe environment for the students.$1,199$1,199
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane FlahertyPresidentFT$0--
Shawn Graves-MacLeodVP MembershipPT$0--
Kari VanderHouwenTreasurerPT$0--
Heather JenksSecretaryPT$0--
Karla PakVP MembershipPT$0--
Margot SchroederVP FundraisingPT$0--
Anissa WheelerVP ProgramsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Eat, Drink and Bid Merry$29,006$18,627$1,146$17,481
Total Events$29,006$18,627$7,942$10,685
Filing and Contact Details

Filer

Filer Name
Wellington Elementary Pta
EIN
91-1061631
Phone
2069157888
Address
1304 South Fawcett Ave Suite 300, Tacoma, WA 98402

Signing Officer

Name
Kari Vanderhouwen
Title
Treasurer 2015-16
Phone
4254208126
Signed
2016-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^Refund of Grant from Wellington Elementary;942|Yearbook Income from Prior Fiscal Year;6337|Refund of Shared Expenses from PACE;282|Bank Error;8|PayPal Balance from Prior Fiscal Year;192|Void Check from Prior Fiscal Year;300|Direct Donation from Prior Fiscal Year;20^Total;8081^

Form 990-EZ, Part I, Line 10

Grants to Wellington Elementary for Playground Equipment, Safety, Emergency Preparedness, Staff Team, Instructional Enhancement and Field Trip Enhancement. Also includes $3581.50 in State and Council Dues.

Form 990-EZ, Part I, Line 16

Description;Amount^PayPal Fees;2198|Reimbursement for Volunteer Expenses;5586|Student Program Scholarships;2214|Supplies for Helping Hands Outreach;941|Supplies for Art Docent Program;2951|Website Fees;538|Insurance Fees and Licenses;1032^Total;15460^

Schedule B, Part I

We had no contributors of over $5000

Raw XML Appendix197 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/CityNm0Tacoma
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jane Flaherty
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Margot Schroeder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Anissa Wheeler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Programs
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt015460
IRS990EZ/OtherRevenueTotalAmt08081
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IRS990EZ/PrimaryExemptPurposeTxt0To support the education, health, and welfare of all children and youth.
IRS990EZ/PrintingPublicationsPostageAmt02221
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Instructional and Educational Enhancement - Multiple funds that provide items for teachers (both indivdual and grade level) to enrich classroom experience - all students benefit (500 students) - see Schedule 0 statement 3 for details
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Reading, STEM and Performing Arts Programs: Purchase of physical education equipment - in addition sponsored drama and artists in residence programs and STEM assemblies for the entire student body and individual classrooms.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Safety Enhancement - grants were awarded to school for enhancements to school safety as well as literature to ensure safe environment for the students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Playground Grant: Enhanced safety by providing grant to remove old play structures, add new, more accessible structure and add bark.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014529
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110972
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21199
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt318633
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014529
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110972
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21199
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt318633
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/WebsiteAddressTxt0www.wellingtonpta.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Income and expenses from the prior fiscal year not received prior to FYE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt041520
IRS990ScheduleA/TotalSupportAmt049574
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Eat, Drink and Bid Merry
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04896
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018627
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Refund of Grant from Wellington Elementary;942|Yearbook Income from Prior Fiscal Year;6337|Refund of Shared Expenses from PACE;282|Bank Error;8|PayPal Balance from Prior Fiscal Year;192|Void Check from Prior Fiscal Year;300|Direct Donation from Prior Fiscal Year;20^Total;8081^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants to Wellington Elementary for Playground Equipment, Safety, Emergency Preparedness, Staff Team, Instructional Enhancement and Field Trip Enhancement. Also includes $3581.50 in State and Council Dues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^PayPal Fees;2198|Reimbursement for Volunteer Expenses;5586|Student Program Scholarships;2214|Supplies for Helping Hands Outreach;941|Supplies for Art Docent Program;2951|Website Fees;538|Insurance Fees and Licenses;1032^Total;15460^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3We had no contributors of over $5000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule B, Part I
ReasonableCauseExplanation/ExplanationTxt0This form will not be filed late.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kari Vanderhouwen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 2015-16
ReturnHeader/BusinessOfficerGrp/PhoneNum04254208126
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLINGTON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0911061631
ReturnHeader/Filer/PhoneNum02069157888
ReturnHeader/Filer/USAddress/AddressLine1Txt01304 South Fawcett Ave Suite 300
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098402
ReturnHeader/ReturnTs02016-11-15T02:42:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.57$0.58$0.01
2024Summary only. Only limited summary data is available for this year.$0.86$0.00$0.51$0.53$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.88$0.56$0.57$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.30$0.26$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.16$0.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.04$0.91$0.65$0.50$0.16
2019Summary only. Only limited summary data is available for this year.$0.75$0.00$0.86$0.75$0.11
2018Summary only. Only limited summary data is available for this year.$0.65$0.00$0.59$0.50$0.08
2017Summary only. Only limited summary data is available for this year.$0.57$0.00$1.19$0.93$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.26$1.24$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.78$0.81$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.89$0.87$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.62$0.57$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.51$0.56$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.66$0.66$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits