Civic Intelligence

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

990EZ • Fiscal year 2023 • EIN 91-1100236

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 09, 2023

Organization ProfileN/A
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

16th percentile

-27%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

0.0%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-5.7%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$56,626

Flat from 2022

Net Assets

Flat

$56,626

Flat from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$62,735

Down $3,768 (-5.7%) from 2022

Expenses

Up

$79,797

Up $24,985 (+46%) from 2022

Net Income

Down

-$17,062

Down $28,753 (-246%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2023

Assets$56,626
Liabilities-
Net Assets$56,626
Open 2023 Filing

Operations Trend

Revenue Growth37th percentile

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

2023

Revenue$62,735
Expenses$79,797
Net Income-$17,062
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$62,735
Mission and Program Overview

Mission

Support school and teaching activities

PRESCHOOL

Program Services

DescriptionGrantsExpenses
THIS IS A PTSA.-$75,327
THIS IS A PTSA.-$4,470
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON DRAUGHONCo-President-$0--
SARA BALSLEYTreasurer-$0--
SALWA RAPHAELPresident-$0--
STEPHANIE LUNDEENTreasurer-$0--
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
Treasurer
Phone
2063241420
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Ke & Associates
Address
13020 NE 73RD ST, KIRKLAND, WA 98033-8310
Preparer
Charlene Fleming
Phone
2067290795
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses website hosting 92 awards/recognition 82 bank fees 18 board discretionary fund 118 events 5,535 levy-rsd 185 membership 1,679 office supplies 591 waspta convention 350 zoom account 163 software 390 insurance 605 committees 3,764 educational programs 12,069 scholarship 1,000 school support 40,878 volunteer appreciation 234 yearbook production costs 5,066 total 72,819”

Form 990-ez, Part I, Line 20

“17,062”

Form 990-ez, Part III, Line 31

“THIS IS A PTSA.”

Raw XML Appendix142 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/PersonNm0STEPHANIE LUNDEEN
IRS990EZ/BooksInCareOfDetail/PhoneNum04258444550
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt031827 MYRTLE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARNATION
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056626
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056626
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17062
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04670
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056626
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056626
IRS990EZ/GrossReceiptsAmt062735
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056626
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056626
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056626
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056626
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON DRAUGHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA BALSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SALWA RAPHAEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE LUNDEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt017062
IRS990EZ/OtherExpensesTotalAmt072819
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESCHOOL
IRS990EZ/PrintingPublicationsPostageAmt02308
IRS990EZ/ProgramServiceRevenueAmt062735
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS IS A PTSA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THIS IS A PTSA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075327
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14470
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079797
IRS990EZ/TotalProgramServiceExpensesAmt079797
IRS990EZ/TotalRevenueAmt062735
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0251148
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0271029
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062735
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071608
IRS990ScheduleA/Total509Grp/TotalAmt0271029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071608
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0271029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE HOSTING 92 AWARDS/RECOGNITION 82 BANK FEES 18 BOARD DISCRETIONARY FUND 118 EVENTS 5,535 LEVY-RSD 185 MEMBERSHIP 1,679 OFFICE SUPPLIES 591 WASPTA CONVENTION 350 ZOOM ACCOUNT 163 SOFTWARE 390 INSURANCE 605 COMMITTEES 3,764 EDUCATIONAL PROGRAMS 12,069 SCHOLARSHIP 1,000 SCHOOL SUPPORT 40,878 VOLUNTEER APPRECIATION 234 YEARBOOK PRODUCTION COSTS 5,066 TOTAL 72,819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt117,062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS IS A PTSA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA BALSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02063241420
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
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
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911767742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KE & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013020 NE 73RD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KIRKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980338310
ReturnHeader/PreparerPersonGrp/PhoneNum02067290795
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLENE FLEMING
ReturnHeader/ReturnTs02023-11-12T13:45:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALSLEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,626
Liabilities
-
Net assets
$56,626
Revenue
$62,735
Expenses
$79,797
Net income
-$17,062
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