Civic Intelligence

Phantom Lake PTA

990EZ • Fiscal year 2020 • EIN 91-1080902

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

1050 160th Ave SEBellevue, WA 98008

(425) 456-5600

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

19th percentile

-27%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% 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

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

32nd percentile

-34%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Down

$85,781

Down $9,898 (-10%) from 2019

Net Assets

Down

$85,781

Down $9,898 (-10%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$35,411

Down $18,453 (-34%) from 2019

Expenses

Down

$44,939

Down $4,022 (-8.2%) from 2019

Net Income

Down

-$9,528

Down $14,431 (-294%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2015: $63,957Liabilities 2015: $02015Assets 2016: $83,667Liabilities 2016: $02016Assets 2017: $99,824Liabilities 2017: $02017Assets 2018: $90,406Liabilities 2018: $0Net Assets 2018: $90,4062018Assets 2019: $95,679Liabilities 2019: $0Net Assets 2019: $95,6792019Assets 2020: $85,781Liabilities 2020: $0Net Assets 2020: $85,7812020Assets 2021: $75,331Liabilities 2021: $0Net Assets 2021: $75,3312021Assets 2022: $89,208Liabilities 2022: $0Net Assets 2022: $89,2082022Assets 2023: $79,891Liabilities 2023: $0Net Assets 2023: $79,8912023Assets 2024: $87,006Liabilities 2024: $0Net Assets 2024: $87,0062024Assets 2025: $96,162Liabilities 2025: $0Net Assets 2025: $96,1622025

Highlighted filing

2020

Assets$85,781
Liabilities$0
Net Assets$85,781

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $91,935Expenses 2015: $70,485Net Income 2015: $21,4502015Revenue 2016: $60,898Expenses 2016: $41,188Net Income 2016: $19,7102016Revenue 2017: $59,008Expenses 2017: $38,718Net Income 2017: $20,2902017Revenue 2018: $60,643Expenses 2018: $70,229Net Income 2018: -$9,5862018Revenue 2019: $53,864Expenses 2019: $48,961Net Income 2019: $4,9032019Revenue 2020: $35,411Expenses 2020: $44,939Net Income 2020: -$9,5282020Revenue 2021: $22,669Expenses 2021: $33,119Net Income 2021: -$10,4502021Revenue 2022: $42,971Expenses 2022: $29,094Net Income 2022: $13,8772022Revenue 2023: $32,420Expenses 2023: $41,737Net Income 2023: -$9,3172023Revenue 2024: $47,388Expenses 2024: $40,640Net Income 2024: $6,7482024Revenue 2025: $57,007Expenses 2025: $47,851Net Income 2025: $9,1562025

Highlighted filing

2020

Revenue$35,411
Expenses$44,939
Net Income-$9,528
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$42,218
Mission and Program Overview

Mission

Educational and Charitable

Program Services

DescriptionGrantsExpenses
School and Community Programs include Science Fair Classroom Resource Fund School Resource Fund School Equipment and Playground Fund Back to School Supplies Behavioral Health and Enrichment Staff Appreciation 5th Grade Patrol Fund and Emergency Preparedness Supplies These Funds and Items are Provided to the Staff and Students of Phantom Lake Elementary Total Persons served approximately 500$0$34,492
Service Projects Includes Family Nights Programs and Assemblies Yearbook and Pictures Ice Cream Social and Scholarships for Extracurricular Activities Number of Persons served approximately 400$0$3,140
PALS Preschool Fund Provides Funds to the Integrated Preschool located within Phantom Lake Elementary Number of Persons Served Approximately 100$0$513
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beka AnardiPresidentPT$0--
Brianne DeanVP Of Programs-$0--
Rhiannon KrealVP Of Fundraising-$0--
Melony PloegerTreasurer-$0--
Julie JelnikerSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall fundraiser$15,611$15,611$2,041$13,570
Spring Fundraiser$12,925$12,925$1,191$11,734
Total Events$28,536$28,536$5,732$22,804
Filing and Contact Details

Filer

Filer Name
Phantom Lake Pta
EIN
91-1080902
Phone
4254565600
Address
1050 160th Ave SE, Bellevue, WA 98008

Signing Officer

Name
Rhiannon Kreal
Title
Treasurer
Phone
4252335279
Signed
2020-11-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Website refund 48 Family night tickets 2303 Refund for copies 106

Form 990-EZ, Part I, Line 10

Grants Paid: Library 1620. Science fair 924. Classroom resources 12100. Academic experiences 4500. School resource fund 1500. Preschool 55. Grants for teachers 6094. 5th Grade patrol 230. School equipment/playground 795. Emergency preparedness 198. Staff meals/gifts 2741. Handwriting books 955. Back to school supplies 4131. Behavioral health 270. BSF donation 500. PALS preschool fund 513. AG memorial fund 1427.

Form 990-EZ, Part I, Line 16

Other Expenses: Membership dues to state PTA 1249. Membership recruitment 70. Hospitality 630. Meeting childcare 300. Website 266. Family nights 2639. Programs 49. Ice cream social 252. Scholarships 200. Administrative/office 731.

Form 990-EZ, Part I, Line 20

Outstanding checks not cashed before prior fiscal year

Raw XML Appendix279 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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum04254565600
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 160th Ave SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bellevue
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098008
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Beka Anardi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brianne Dean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rhiannon Kreal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melony Ploeger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julie Jelniker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt06386
IRS990EZ/OtherRevenueTotalAmt02457
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Educational and Charitable
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0School and Community Programs include Science Fair Classroom Resource Fund School Resource Fund School Equipment and Playground Fund Back to School Supplies Behavioral Health and Enrichment Staff Appreciation 5th Grade Patrol Fund and Emergency Preparedness Supplies These Funds and Items are Provided to the Staff and Students of Phantom Lake Elementary Total Persons served approximately 500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Service Projects Includes Family Nights Programs and Assemblies Yearbook and Pictures Ice Cream Social and Scholarships for Extracurricular Activities Number of Persons served approximately 400
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PALS Preschool Fund Provides Funds to the Integrated Preschool located within Phantom Lake Elementary Number of Persons Served Approximately 100
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2513
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt022804
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/WebsiteAddressTxt0phantomlakepta.memberplanet.com
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Website refund 48 Family night tickets 2303 Refund for copies 106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants Paid: Library 1620. Science fair 924. Classroom resources 12100. Academic experiences 4500. School resource fund 1500. Preschool 55. Grants for teachers 6094. 5th Grade patrol 230. School equipment/playground 795. Emergency preparedness 198. Staff meals/gifts 2741. Handwriting books 955. Back to school supplies 4131. Behavioral health 270. BSF donation 500. PALS preschool fund 513. AG memorial fund 1427.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Expenses: Membership dues to state PTA 1249. Membership recruitment 70. Hospitality 630. Meeting childcare 300. Website 266. Family nights 2639. Programs 49. Ice cream social 252. Scholarships 200. Administrative/office 731.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Outstanding checks not cashed before prior fiscal year
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/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Rhiannon Kreal
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04252335279
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHANTOM LAKE PTA
ReturnHeader/Filer/BusinessNameControlTxt0PHAN
ReturnHeader/Filer/EIN0911080902
ReturnHeader/Filer/PhoneNum04254565600
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 160th Ave SE
ReturnHeader/Filer/USAddress/CityNm0Bellevue
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098008
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.172.36.185
ReturnHeader/ReturnTs02020-11-10T16:25:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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