Civic Intelligence

Catharine Blaine Parent-Teacher Association

990 • Fiscal year 2017 • EIN 91-1116257

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

1304 South Fawcett AvenueTacoma, WA 98402

(913) 221-9431

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

63rd percentile

10.0%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-1.5%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$345,104

Up $20,433 (+6.3%) from 2016

Net Assets

Up

$345,104

Up $20,433 (+6.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$205,349

Down $3,099 (-1.5%) from 2016

Expenses

Up

$184,916

Up $32,742 (+22%) from 2016

Net Income

Down

$20,433

Down $35,841 (-64%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $353,273Liabilities 2011: $0Net Assets 2011: $353,2732011Assets 2012: $280,472Liabilities 2012: $0Net Assets 2012: $280,4722012Assets 2014: $207,627Liabilities 2014: $0Net Assets 2014: $207,6272014Assets 2015: $268,397Liabilities 2015: $0Net Assets 2015: $268,3972015Assets 2016: $324,671Liabilities 2016: $0Net Assets 2016: $324,6712016Assets 2017: $345,104Liabilities 2017: $0Net Assets 2017: $345,1042017Assets 2018: $410,082Liabilities 2018: $0Net Assets 2018: $410,0822018Assets 2019: $423,596Liabilities 2019: $0Net Assets 2019: $423,5962019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $241,021Liabilities 2021: $0Net Assets 2021: $241,0212021Assets 2022: $291,132Liabilities 2022: $0Net Assets 2022: $291,1322022Assets 2023: $390,281Liabilities 2023: $0Net Assets 2023: $390,2812023Assets 2024: $472,098Liabilities 2024: $0Net Assets 2024: $472,0982024Assets 2025: $494,470Liabilities 2025: $0Net Assets 2025: $494,4702025

Highlighted filing

2017

Assets$345,104
Liabilities$0
Net Assets$345,104

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $184,380Expenses 2011: $32,978Net Income 2011: $151,4022011Revenue 2012: $192,235Expenses 2012: $265,036Net Income 2012: -$72,8012012Revenue 2014: $206,223Expenses 2014: $246,057Net Income 2014: -$39,8342014Revenue 2015: $210,035Expenses 2015: $149,265Net Income 2015: $60,7702015Revenue 2016: $208,448Expenses 2016: $152,174Net Income 2016: $56,2742016Revenue 2017: $205,349Expenses 2017: $184,916Net Income 2017: $20,4332017Revenue 2018: $398,557Expenses 2018: $333,579Net Income 2018: $64,9782018Revenue 2019: $278,096Expenses 2019: $234,307Net Income 2019: $43,7892019Revenue 2020: $133,762Expenses 2020: $182,406Net Income 2020: -$48,6442020Revenue 2021: $74,573Expenses 2021: $159,552Net Income 2021: -$84,9792021Revenue 2022: $197,434Expenses 2022: $147,323Net Income 2022: $50,1112022Revenue 2023: $300,736Expenses 2023: $201,586Net Income 2023: $99,1502023Revenue 2024: $330,046Expenses 2024: $248,246Net Income 2024: $81,8002024Revenue 2025: $353,920Expenses 2025: $331,549Net Income 2025: $22,3712025

Highlighted filing

2017

Revenue$205,349
Expenses$184,916
Net Income$20,433
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$288,569
Mission and Program Overview

Mission

To support the education, health and welfare of our students by partnering with staff, families, and community of Catherine Blaine K-8 School to augment and enrich the resources, activities and experiences it has to offer.

Support education, health and welfare of all youth. Activities include fundraising, recognition events and fairs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$324,671$345,104▲ $20,433
Rtn Earn Endowment Incm Other Fnds$324,671$345,104▲ $20,433
Total Assets$324,671$345,104▲ $20,433
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$324,671$345,104▲ $20,433
Total Liabilities and Net Assets / Fund Balance$324,671$345,104▲ $20,433
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy LillardCo-Legislative Chair
Natasha BoswellCo-Legislative Chair
Katherine CordickCo-Middle School Chair
Staci SproullCo-Middle School Chair
Ben EckhartCommunications Chair
Candy MartinEnrichment Chair
Kevin JeffriesFacilities Chair
Angela HerndonFundraising Chair
Aubrey CiroOutreach Chair
Becky ShieldsCo-President
Sharon PaulCo-President
Pete NobleVice President
Holly BieniawskiAsst. Treasurer
Catherine FlemingCo-Secretary
Kori VoorheesCo-Secretary
Sarah VroomanTreasurer
Trish LambertVolunteer Coordinator
Revenue and Support

Revenue Composition

Contributions and Grants
$120,707
Program Service Revenue
$0
Investment Income
$285
Other Revenue
$84,357
All Other Contributions
$2,690
Change in Net Assets
$20,433

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table777$70,430Est. value from many people
Total Noncash Contributions777$70,430-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$0$13,813$0$13,813
Other Expenses$3,189$0$0$3,189
Insurance$0$775$0$775
Occupancy$0$430$0$430
Total Functional Expenses$169,898$15,018$0$184,916
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$167,577
Fundraising Direct Expenses$83,220
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Giving Campaign$113,507$113,507$2,983$110,524
Gala Auction$96,917$96,917$30,917$66,000
Total Events$270,167$270,167$56,819$213,348
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Catharine Blaine PTA
EIN
91-1116257
Phone
9132219431
Address
1304 South Fawcett Avenue, Tacoma, WA 98402

Signing Officer

Name
Sarah Vrooman
Title
Treasurer
Phone
9132219431
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Vrooman
Formed
1978
Legal Domicile
Wa
Voting Board Members
332
Independent Board Members
332
Employees
0
Volunteers
332

Preparer

Firm
Servey & Company INC
Address
PO Box 99401, Seattle, WA 98139-9401
Preparer
Elizabeth Servey CPA
Phone
2069096853
Supplemental Narrative

Additional Explanations

Other

Pt. III, Line 4d. Membership Dues.

Pt VI, Line 6

The organization has members.

Pt VI, Line 7A

The organization's members have the power to elect or appoint.

Pt VI, Line 7B

Only the organization's members are allowed to vote.

Pt VI, Line 8A

The Secretary documents the meetings.

Pt VI, Line 8B

The Secretary documents the meetings.

Pt VI, Line 11B

Treasure has a copy of the Form 990 available at PTA meetings for review by members and upon request.

Pt VI, Line 11B

The Treasurer prepares the financial statement and the President review it. A CPA prepares the Form 990 and the Treasurer and President review it.

Pt VI, Line 19

The Treasurer has the Form 990 available upon request.

Form 990, Part III, Line 4D

Membership Dues 3189. 0. 0.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Asst. Treasurer
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IRS990/ReconcilationRevenueExpnssAmt020433
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0324671
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0345104
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0324671
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0345104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0120708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0121539
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0144808
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0112524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0144607
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0644186
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0285
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0239
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0266
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0256
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0659
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01705
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0167577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt093060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064961
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt093443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057235
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0476276
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0285
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0239
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0266
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0256
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0659
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01705
IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/InvestmentIncomePYPct00.00230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.88780
IRS990ScheduleA/PublicSupportPY509Pct00.87070
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0996301
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt026635
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt021305
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt011232
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt054989
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0124161
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt026635
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt021305
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt011232
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt054989
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0124161
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0288285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0214599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0209769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0205967
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0201842
IRS990ScheduleA/Total509Grp/TotalAmt01120462
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01122167
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056819
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Giving Campaign
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Gala Auction
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0113507
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt096917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt059743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0270167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0113507
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt096917
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt059743
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0270167
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0213348
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt022919
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt056819
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02983
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt030917
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0777
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Gala Auction items
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Est. value from many people
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt070430
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0Part 1 line 25d.
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt1Majority of the non cash contributions are donations
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt2related to dinner parties, student class projects and
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt3other miscellaneous goods. These donations are received
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt4by many individuals.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc3Other
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc4Other
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Pt. III, Line 4d. Membership Dues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's members have the power to elect or appoint.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Only the organization's members are allowed to vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Secretary documents the meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Secretary documents the meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Treasure has a copy of the Form 990 available at PTA meetings for review by members and upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The Treasurer prepares the financial statement and the President review it. A CPA prepares the Form 990 and the Treasurer and President review it.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The Treasurer has the Form 990 available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership Dues 3189. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$3.54$3.32$0.22
2024Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$3.30$2.48$0.82
2023Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$3.01$2.02$0.99
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$1.97$1.47$0.50
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.75$1.60$0.85
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.34$1.82$0.49
2019Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$2.78$2.34$0.44
2018Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$3.99$3.34$0.65
2017Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$2.05$1.85$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$2.08$1.52$0.56
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$2.10$1.49$0.61
2014Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$2.06$2.46$0.40
2012Summary only. Only limited summary data is available for this year.$2.80$0.00$2.80$1.92$2.65$0.73
2011Summary only. Only limited summary data is available for this year.$3.53$0.00$3.53$1.84$0.33$1.51