Civic Intelligence

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

990EZ • Fiscal year 2024 • EIN 91-1100236

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 06, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

27%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$66,611

Up $9,985 (+18%) from 2023

Net Assets

Up

$66,611

Up $9,985 (+18%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$79,602

Up $16,867 (+27%) from 2023

Expenses

Down

$69,617

Down $10,180 (-13%) from 2023

Net Income

Up

$9,985

Up $27,047 (+159%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2024

Assets$66,611
Liabilities-
Net Assets$66,611
Open 2024 Filing

Operations Trend

Revenue Growth73rd 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

2024

Revenue$79,602
Expenses$69,617
Net Income$9,985
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.0
Gross Receipts
$79,602
Mission and Program Overview

Mission

Support school and teaching activities

PRESCHOOL

Program Services

DescriptionGrantsExpenses
THIS IS A PTSA.-$43,597
THIS IS A PTSA.-$26,020
Compensation and Service Providers
Top Officer Pay79th 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
2024-11-06
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 112 board discretionary fund 646 events 7,424 legislative assembly 35 membership 2,624 moneyminder 225 office supplies 12 petty cash 600 insurance 605 committees 2,410 district appreciation 200 educational programs 13,914 non-profit renewal 40 ref basket 100 scholarships 1,000 school support 6,092 volunteer appreciation 105 yearbook production costs 5,213 total 41,357”

Form 990-ez, Part III, Line 31

“THIS IS A PTSA.”

Raw XML Appendix136 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/EOYAmt066611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09985
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt026240
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056626
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066611
IRS990EZ/GrossReceiptsAmt079602
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056626
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066611
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056626
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066611
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/OtherExpensesTotalAmt041357
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESCHOOL
IRS990EZ/PrintingPublicationsPostageAmt02020
IRS990EZ/ProgramServiceRevenueAmt079602
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS IS A PTSA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THIS IS A PTSA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043597
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069617
IRS990EZ/TotalProgramServiceExpensesAmt069617
IRS990EZ/TotalRevenueAmt079602
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0270101
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0279023
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062735
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt048007
IRS990ScheduleA/Total509Grp/TotalAmt0279023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt048007
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0279023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE HOSTING 112 BOARD DISCRETIONARY FUND 646 EVENTS 7,424 LEGISLATIVE ASSEMBLY 35 MEMBERSHIP 2,624 MONEYMINDER 225 OFFICE SUPPLIES 12 PETTY CASH 600 INSURANCE 605 COMMITTEES 2,410 DISTRICT APPRECIATION 200 EDUCATIONAL PROGRAMS 13,914 NON-PROFIT RENEWAL 40 REF BASKET 100 SCHOLARSHIPS 1,000 SCHOOL SUPPORT 6,092 VOLUNTEER APPRECIATION 105 YEARBOOK PRODUCTION COSTS 5,213 TOTAL 41,357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS A PTSA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA BALSLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02063241420
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
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/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLENE FLEMING
ReturnHeader/ReturnTs02024-11-15T19:42:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,611
Liabilities
-
Net assets
$66,611
Revenue
$79,602
Expenses
$69,617
Net income
$9,985
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