Civic Intelligence

Evergreen Elementary PTA Bethel Area Council 5 3 11

990EZ • Fiscal year 2019 • EIN 91-1095900

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

PO Box 515Spanaway, 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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

49th percentile

2.9%

Higher net margin than 49% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

3.0%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

4.5%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$19,400

Up $568 (+3.0%) from 2018

Net Assets

Up

$19,400

Up $568 (+3.0%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$19,501

Up $838 (+4.5%) from 2018

Expenses

Up

$18,933

Up $2,680 (+16%) from 2018

Net Income

Down

$568

Down $1,842 (-76%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$19,400
Liabilities-
Net Assets$19,400

Operations Trend

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

2019

Revenue$19,501
Expenses$18,933
Net Income$568
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$49,677
Mission and Program Overview

Mission

To support the education, health and welfare of children

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/EDUCATION/ENRICHMENT$13,648$15,019
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOANNE TALLONCo-PresidentPT$0--
JODY EDLUNDCo-PresidentPT$0--
SABRINA SAN AGUSTINCo-Vice PresidentPT$0--
JOSHUA SAN AGUSTINGCo-Vice PresidentPT$0--
MELISSA ROGERSTreasurerPT$0--
ALYSSA SAN NICOLASCo-SecretaryPT$0--
NICOLE GRAYCo-SecretaryPT$0--
SHANNON CHEEK-JOHNSONTeacher RepPT$0--
KARISSA WEEKSTeacher RepPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fund Raiser$15,461$15,461$6,716$8,745
Spring Fund Raiser$10,550$10,550$6,023$4,527
Total Events$40,392$40,392$26,202$14,190
Filing and Contact Details

Filer

Filer Name
Evergreen Elementary Pta
EIN
91-1095900
Phone
2536838200
Address
PO BOX 515, SPANAWAY, WA 98387

Signing Officer

Name
Melissa Rogers
Title
Treasurer
Phone
2536838200
Signed
2019-11-14
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 provide additional support for student enrichment; student enrichment; evergreen elementary school: 1311 172nd st , spanaway, wa, 98384; elementary pta, 13648.

Form 990EZ, Part I, Line 16

INSURANCE 1341.

Form 990EZ, Part I, Line 16

LICENSE FEES 60.

Form 990EZ, Part I, Line 16

MEMBERSHIP DUES 1008.

Form 990EZ, Part I, Line 16

PROGRAM EXPENSES 1372.

Form 990EZ, Part I, Line 16

SUPPLIES 83.

Form 990EZ, Part I, Line 16

Training & conferences 298.

Form 990EZ, Part I, Line 16

TAXES 593.

Raw XML Appendix236 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EVERGREEN ELEMENTARY PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum02536838200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 515
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPANAWAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098387
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018832
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOANNE TALLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JODY EDLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SABRINA SAN AGUSTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSHUA SAN AGUSTING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALYSSA SAN NICOLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICOLE GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHANNON CHEEK-JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KARISSA WEEKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TEACHER REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TEACHER REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04755
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION, HEALTH AND WELFARE OF CHILDREN
IRS990EZ/PrintingPublicationsPostageAmt0130
IRS990EZ/ProgramServiceRevenueAmt0559
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/EDUCATION/ENRICHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013648
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015019
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030176
IRS990EZ/SpecialEventsNetIncomeLossAmt017237
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018933
IRS990EZ/TotalProgramServiceExpensesAmt015019
IRS990EZ/TotalRevenueAmt019501
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0508
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0149
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0832
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049169
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt041827
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0233758
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014381
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE ADDITIONAL SUPPORT FOR STUDENT ENRICHMENT; STUDENT ENRICHMENT; EVERGREEN ELEMENTARY SCHOOL: 1311 172ND ST , SPANAWAY, WA, 98384; ELEMENTARY PTA, 13648.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 1341.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LICENSE FEES 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP DUES 1008.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSES 1372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES 83.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRAINING & CONFERENCES 298.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES 593.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA ROGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02536838200
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGREEN ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0911095900
ReturnHeader/Filer/PhoneNum02536838200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 515
ReturnHeader/Filer/USAddress/CityNm0SPANAWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098387
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09226890EB34E3EF34D23854620289E942D711B71
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09226890EB34E3EF34D23854620289E942D711B71
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.160.92.214
ReturnHeader/FilingSecurityInformation/IPDt02019-11-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:23:58
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/PreparationDt02019-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SCHMIDT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-18T14:24:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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