Civic Intelligence

Carnation Elementary P T S a King County 2-16-5

990EZ • Fiscal year 2020 • EIN 91-1100236

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 01, 2020

4950 Tolt AveCarnation, WA 98014

(425) 844-4550

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

46th percentile

2.3%

Higher net margin than 46% 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

47th percentile

1.8%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

45th percentile

-19%

Faster revenue growth than 45% of similar nonprofits.

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

Assets

Up

$49,409

Up $890 (+1.8%) from 2019

Net Assets

Up

$49,409

Up $890 (+1.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$38,840

Down $9,236 (-19%) from 2019

Expenses

Down

$37,950

Down $2,977 (-7.3%) from 2019

Net Income

Down

$890

Down $6,259 (-88%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $8,436Liabilities 2012: $02012Assets 2013: $12,469Net Assets 2013: $12,4692013Assets 2014: $17,901Net Assets 2014: $17,9012014Assets 2015: $25,474Net Assets 2015: $25,4742015Assets 2016: $34,796Net Assets 2016: $34,7962016Assets 2017: $40,294Net Assets 2017: $40,2942017Assets 2018: $41,308Net Assets 2018: $41,3082018Assets 2019: $48,519Net Assets 2019: $48,5192019Assets 2020: $49,409Net Assets 2020: $49,4092020Assets 2021: $44,935Net Assets 2021: $44,9352021Assets 2022: $56,626Net Assets 2022: $56,6262022Assets 2023: $56,626Net Assets 2023: $56,6262023Assets 2024: $66,611Net Assets 2024: $66,6112024Assets 2025: $28,376Liabilities 2025: $0Net Assets 2025: $28,3762025

Highlighted filing

2020

Assets$49,409
Liabilities-
Net Assets$49,409

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $34,037Expenses 2012: $31,299Net Income 2012: $2,7382012Revenue 2013: $35,078Expenses 2013: $31,045Net Income 2013: $4,0332013Revenue 2014: $29,088Expenses 2014: $23,884Net Income 2014: $5,2042014Revenue 2015: $25,508Expenses 2015: $17,935Net Income 2015: $7,5732015Revenue 2016: $26,819Expenses 2016: $17,497Net Income 2016: $9,3222016Revenue 2017: $31,129Expenses 2017: $25,631Net Income 2017: $5,4982017Revenue 2018: $27,542Expenses 2018: $26,528Net Income 2018: $1,0142018Revenue 2019: $48,076Expenses 2019: $40,927Net Income 2019: $7,1492019Revenue 2020: $38,840Expenses 2020: $37,950Net Income 2020: $8902020Revenue 2021: $15,301Expenses 2021: $19,847Net Income 2021: -$4,5462021Revenue 2022: $66,503Expenses 2022: $54,812Net Income 2022: $11,6912022Revenue 2023: $62,735Expenses 2023: $79,797Net Income 2023: -$17,0622023Revenue 2024: $79,602Expenses 2024: $69,617Net Income 2024: $9,9852024Revenue 2025: $63,488Expenses 2025: $84,842Net Income 2025: -$21,3542025

Highlighted filing

2020

Revenue$38,840
Expenses$37,950
Net Income$890
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 1, 2020
Return Version
2019v5.0
Gross Receipts
$48,007
Mission and Program Overview

Mission

Support school and teaching activities

1- grant aid to school district and teachers. 2- student enrichment programs, scholarships, parent support and additional student and parent education. 3- administrative support and board/committee general membership meeting expenses.

Program Services

DescriptionGrantsExpenses
1- GRANT AID TO SCHOOL DISTRICT AND TEACHERS. 2- STUDENT ENRICHMENT PROGRAMS, SCHOLARSHIPS, PARENT SUPPORT AND ADDITIONAL STUDENT AND PARENT EDUCATION. 3- ADMINISTRATIVE SUPPORT AND BOARD/COMMITTEE GENERAL MEMBERSHIP MEETING EXPENSES.-$37,442
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA BALSLEYCo-PresidentPT$0--
TARA BERGMANCo-PresidentPT$0--
KAREN COHENVice Preside-$0--
SALWA RAPHAELVice Preside-$0--
STEPHANIE LUNDEENTreasurer-$0--
LEAH HARDESTYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$30,598$30,598$9,167$21,431
Total Events$30,598$30,598$9,167$21,431
Filing and Contact Details

Filer

Filer Name
Carnation Elementary Ptsa
EIN
91-1100236
Phone
4258444550
Address
4950 TOLT AVE, CARNATION, WA 98014

Signing Officer

Name
Sara Balsley
Title
Co-president
Phone
4258444550
Signed
2020-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Cbs Tax & Accounting LLC
Address
14524 MAIN ST NE STE 201, DUVALL, WA 98019
Preparer
Keith O Applegate CPA
Phone
4257881544
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Yearbook 5,758 school logo wear 2,505 staff appreciation 1,010 total 9,273

Form 990-ez, Part I, Line 16

Expenses dues 1,800 fees 150 promotion and prizes 50 bank fees 128 board funds 104 office supplies 92 insurance 605 levy - rsd 185 moneyminder 173 scholarship 1,000 tax prep 335 state registration 40 waspta convention 300 copying 1,334 committees 3,230 education programs 19,564 school support 1,103 school logo wear 2,104 volunteer appreciation 29 yearbook 5,624 total 37,950

Form 990-ez, Part III

1- grant aid to school district and teachers. 2- student enrichment programs, scholarships, parent support and additional student and parent education. 3- administrative support and board/committee general membership meeting expenses.

Form 990-ez, Part III, Line 28

1- grant aid to school district and teachers. 2- student enrichment programs, scholarships, parent support and additional student and parent education. 3- administrative support and board/committee general membership meeting expenses.

Raw XML Appendix172 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/CityNm0CARNATION
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA BALSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TARA BERGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SALWA RAPHAEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE LUNDEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEAH HARDESTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037950
IRS990EZ/OtherRevenueTotalAmt09273
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt01- GRANT AID TO SCHOOL DISTRICT AND TEACHERS. 2- STUDENT ENRICHMENT PROGRAMS, SCHOLARSHIPS, PARENT SUPPORT AND ADDITIONAL STUDENT AND PARENT EDUCATION. 3- ADMINISTRATIVE SUPPORT AND BOARD/COMMITTEE GENERAL MEMBERSHIP MEETING EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01- GRANT AID TO SCHOOL DISTRICT AND TEACHERS. 2- STUDENT ENRICHMENT PROGRAMS, SCHOLARSHIPS, PARENT SUPPORT AND ADDITIONAL STUDENT AND PARENT EDUCATION. 3- ADMINISTRATIVE SUPPORT AND BOARD/COMMITTEE GENERAL MEMBERSHIP MEETING EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037442
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt021431
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037950
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IRS990EZ/TotalRevenueAmt038840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0YEARBOOK 16,684 BANK FEE 0 SCHOOL LOGO 3,458 BOARD FUND 0 REF BASKET 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt020142
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90740
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0217453
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YEARBOOK 5,758 SCHOOL LOGO WEAR 2,505 STAFF APPRECIATION 1,010 TOTAL 9,273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DUES 1,800 FEES 150 PROMOTION AND PRIZES 50 BANK FEES 128 BOARD FUNDS 104 OFFICE SUPPLIES 92 INSURANCE 605 LEVY - RSD 185 MONEYMINDER 173 SCHOLARSHIP 1,000 TAX PREP 335 STATE REGISTRATION 40 WASPTA CONVENTION 300 COPYING 1,334 COMMITTEES 3,230 EDUCATION PROGRAMS 19,564 SCHOOL SUPPORT 1,103 SCHOOL LOGO WEAR 2,104 VOLUNTEER APPRECIATION 29 YEARBOOK 5,624 TOTAL 37,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21- GRANT AID TO SCHOOL DISTRICT AND TEACHERS. 2- STUDENT ENRICHMENT PROGRAMS, SCHOLARSHIPS, PARENT SUPPORT AND ADDITIONAL STUDENT AND PARENT EDUCATION. 3- ADMINISTRATIVE SUPPORT AND BOARD/COMMITTEE GENERAL MEMBERSHIP MEETING EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31- GRANT AID TO SCHOOL DISTRICT AND TEACHERS. 2- STUDENT ENRICHMENT PROGRAMS, SCHOLARSHIPS, PARENT SUPPORT AND ADDITIONAL STUDENT AND PARENT EDUCATION. 3- ADMINISTRATIVE SUPPORT AND BOARD/COMMITTEE GENERAL MEMBERSHIP MEETING EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA BALSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04258444550
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARNATION ELEMENTARY PTSA
ReturnHeader/Filer/BusinessNameControlTxt0CARN
ReturnHeader/Filer/EIN0911100236
ReturnHeader/Filer/PhoneNum04258444550
ReturnHeader/Filer/USAddress/AddressLine1Txt04950 TOLT AVE
ReturnHeader/Filer/USAddress/CityNm0CARNATION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098014
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ReturnHeader/FilingSecurityInformation/IPDt02020-09-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:49:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832755426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBS TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014524 MAIN ST NE STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUVALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098019
ReturnHeader/PreparerPersonGrp/PhoneNum04257881544
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH O APPLEGATE CPA
ReturnHeader/ReturnTs02020-09-15T18:49:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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.$28.4$0.00$28.4$63.5$84.8$21.4
2024Detailed filing. Detailed filing data is available for this year.$66.6$66.6$79.6$69.6$9.99
2023Detailed filing. Detailed filing data is available for this year.$56.6$56.6$62.7$79.8$17.1
2022Detailed filing. Detailed filing data is available for this year.$56.6$56.6$66.5$54.8$11.7
2021Detailed filing. Detailed filing data is available for this year.$44.9$44.9$15.3$19.8$4.55
2020Detailed filing. Detailed filing data is available for this year.$49.4$49.4$38.8$38.0$0.89
2019Detailed filing. Detailed filing data is available for this year.$48.5$48.5$48.1$40.9$7.15
2018Detailed filing. Detailed filing data is available for this year.$41.3$41.3$27.5$26.5$1.01
2017Detailed filing. Detailed filing data is available for this year.$40.3$40.3$31.1$25.6$5.50
2016Detailed filing. Detailed filing data is available for this year.$34.8$34.8$26.8$17.5$9.32
2015Detailed filing. Detailed filing data is available for this year.$25.5$25.5$25.5$17.9$7.57
2014Detailed filing. Detailed filing data is available for this year.$17.9$17.9$29.1$23.9$5.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$12.5$35.1$31.0$4.03
2012Summary only. Only limited summary data is available for this year.$8.44$0.00$34.0$31.3$2.74