Civic Intelligence

Evergreen Elementary PTA Bethel Area Council 5 3 11

990EZ • Fiscal year 2016 • EIN 91-1095900

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 04, 2016

Organization ProfileN/A
1311 172nd St ESpanaway, WA 98387

(253) 683-8200

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

9th percentile

-47%

Higher net margin than 9% 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

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,337

Down $6,418 (-31%) from 2015

Net Assets

Down

$14,337

Down $6,418 (-31%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Up

$13,714

Up $1,550 (+13%) from 2015

Expenses

Up

$20,132

Up $6,984 (+53%) from 2015

Net Income

Down

-$6,418

Down $5,434 (-552%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$60K$40K$20K$0Assets 2012: $27,721Liabilities 2012: $02012Assets 2013: $22,867Liabilities 2013: $02013Assets 2014: $21,739Liabilities 2014: $02014Assets 2015: $20,755Net Assets 2015: $20,7552015Assets 2016: $14,337Net Assets 2016: $14,3372016Assets 2017: $16,422Net Assets 2017: $16,4222017Assets 2018: $18,832Net Assets 2018: $18,8322018Assets 2019: $19,400Net Assets 2019: $19,4002019Assets 2020: $25,126Net Assets 2020: $25,1262020Assets 2021: $23,872Net Assets 2021: $23,8722021Assets 2022: $23,729Net Assets 2022: $23,7292022Assets 2023: $22,384Net Assets 2023: $22,3842023Assets 2024: $39,067Net Assets 2024: $39,0672024Assets 2025: $40,134Net Assets 2025: $40,1342025

Highlighted filing

2016

Assets$14,337
Liabilities-
Net Assets$14,337
Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2012: $29,158Expenses 2012: $25,294Net Income 2012: $3,8642012Revenue 2013: $14,739Expenses 2013: $19,593Net Income 2013: -$4,8542013Revenue 2014: $13,550Expenses 2014: $14,678Net Income 2014: -$1,1282014Revenue 2015: $12,164Expenses 2015: $13,148Net Income 2015: -$9842015Revenue 2016: $13,714Expenses 2016: $20,132Net Income 2016: -$6,4182016Revenue 2017: $17,060Expenses 2017: $14,975Net Income 2017: $2,0852017Revenue 2018: $18,663Expenses 2018: $16,253Net Income 2018: $2,4102018Revenue 2019: $19,501Expenses 2019: $18,933Net Income 2019: $5682019Revenue 2020: $13,895Expenses 2020: $8,169Net Income 2020: $5,7262020Revenue 2021: $4,987Expenses 2021: $6,241Net Income 2021: -$1,2542021Revenue 2022: $10,274Expenses 2022: $10,417Net Income 2022: -$1432022Revenue 2023: $10,825Expenses 2023: $12,170Net Income 2023: -$1,3452023Revenue 2024: $25,751Expenses 2024: $9,068Net Income 2024: $16,6832024Revenue 2025: $30,471Expenses 2025: $29,404Net Income 2025: $1,0672025

Highlighted filing

2016

Revenue$13,714
Expenses$20,132
Net Income-$6,418
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 4, 2016
Return Version
2015v2.1
Gross Receipts
$41,889
Mission and Program Overview

Mission

To support the education, health and welfare of children

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/EDUCATION/ENRICHMENT$17,027$18,396
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICHOLE SWEEMPresidentPT$0--
LANCE NELSONVice-PresidentPT$0--
CHRISTINE NELSONCo-TreasurerPT$0--
ANDREA PFAUCo-TreasurerPT$0--
HEATHER SINCLAIRSecretaryPT$0--
MATT WADDELLTeacher RepPT$0--
LUCY MCKEETeacher RepPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fund Raiser$14,351$14,351$8,077$6,274
Spring Fund Raiser$7,931$7,931$4,421$3,510
Total Events$22,282$22,282$12,498$9,784
Filing and Contact Details

Filer

Filer Name
Evergreen Elementary Pta
EIN
91-1095900
Phone
2536838200
Address
1311 172ND ST E, SPANAWAY, WA 98387

Signing Officer

Name
Christine Nelson
Title
Co-treasurer
Phone
2536838200
Signed
2016-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Richard Schmidt - R & S Bookkeeping
Address
7212 191st Ave E, Bonney Lake, WA 98391-8529
Preparer
Richard Schmidt Ea
Phone
2538912271
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“To provise additional support for student enrichments; student enrichment; evergreen elementary scho”

Form 990EZ, Part I, Line 16

“INSURANCE 1369.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP DUES 657.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSES 662.”

Form 990EZ, Part I, Line 16

“SUPPLIES 17.”

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EVERGREEN ELEMENTARY
IRS990EZ/BooksInCareOfDetail/PhoneNum02536838200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01311 172ND ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPANAWAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098387
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020755
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014337
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6418
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020755
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014337
IRS990EZ/FundraisingGrossIncomeAmt040980
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017027
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt041889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0847
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020755
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014337
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020755
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014337
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICHOLE SWEEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LANCE NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREA PFAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER SINCLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATT WADDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LUCY MCKEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TEACHER REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TEACHER REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02705
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION, HEALTH AND WELFARE OF CHILDREN
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/EDUCATION/ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017027
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018396
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028175
IRS990EZ/SpecialEventsNetIncomeLossAmt012805
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020132
IRS990EZ/TotalProgramServiceExpensesAmt018396
IRS990EZ/TotalRevenueAmt013714
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0149
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02176
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041827
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt070240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060452
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0260149
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0262325
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041889
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047593
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062105
IRS990ScheduleA/Total509Grp/TotalAmt0262325
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0262325
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012498
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUND RAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUND RAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014351
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022282
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09784
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012498
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08077
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVISE ADDITIONAL SUPPORT FOR STUDENT ENRICHMENTS; STUDENT ENRICHMENT; EVERGREEN ELEMENTARY SCHO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 1369.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP DUES 657.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES 662.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 17.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02536838200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0911095900
ReturnHeader/Filer/PhoneNum02536838200
ReturnHeader/Filer/USAddress/AddressLine1Txt01311 172ND ST E
ReturnHeader/Filer/USAddress/CityNm0SPANAWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098387
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Richard Schmidt - R & S Bookkeeping
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07212 191st Ave E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bonney Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0983918529
ReturnHeader/PreparerPersonGrp/PhoneNum02538912271
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SCHMIDT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-08T12:15:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,337
Liabilities
-
Net assets
$14,337
Revenue
$13,714
Expenses
$20,132
Net income
-$6,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$40.1$40.1$30.5$29.4$1.07
2024Detailed filing. Detailed filing data is available for this year.$39.1$39.1$25.8$9.07$16.7
2023Detailed filing. Detailed filing data is available for this year.$22.4$22.4$10.8$12.2$1.35
2022Detailed filing. Detailed filing data is available for this year.$23.7$23.7$10.3$10.4$0.14
2021Detailed filing. Detailed filing data is available for this year.$23.9$23.9$4.99$6.24$1.25
2020Detailed filing. Detailed filing data is available for this year.$25.1$25.1$13.9$8.17$5.73
2019Detailed filing. Detailed filing data is available for this year.$19.4$19.4$19.5$18.9$0.57
2018Detailed filing. Detailed filing data is available for this year.$18.8$18.8$18.7$16.3$2.41
2017Detailed filing. Detailed filing data is available for this year.$16.4$16.4$17.1$15.0$2.09
2016Detailed filing. Detailed filing data is available for this year.$14.3$14.3$13.7$20.1$6.42
2015Detailed filing. Detailed filing data is available for this year.$20.8$20.8$12.2$13.1$0.98
2014Summary only. Only limited summary data is available for this year.$21.7$0.00$13.6$14.7$1.13
2013Summary only. Only limited summary data is available for this year.$22.9$0.00$14.7$19.6$4.85
2012Summary only. Only limited summary data is available for this year.$27.7$0.00$29.2$25.3$3.86