Civic Intelligence

West Mercer Ptsa Mercer Island Council 65 935

990EZ • Fiscal year 2023 • EIN 91-1145518

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 19, 2024

2003 65th Ave WTacoma, WA 98466

(206) 236-3430

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

21st percentile

-18%

Higher net margin than 21% 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

32nd percentile

-10%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

41st percentile

-2.1%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Flat

$164,216

Flat from 2023

Net Assets

$164,216

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$102,820

Flat from 2023

Expenses

Flat

$121,547

Flat from 2023

Net Income

Flat

-$18,727

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $78,393Liabilities 2011: $0Net Assets 2011: $78,3932011Assets 2012: $144,517Liabilities 2012: $0Net Assets 2012: $144,5172012Assets 2013: $173,749Liabilities 2013: $0Net Assets 2013: $173,7492013Assets 2014: $159,919Liabilities 2014: $0Net Assets 2014: $159,9192014Assets 2015: $129,533Liabilities 2015: $0Net Assets 2015: $129,5332015Assets 2016: $171,500Liabilities 2016: $0Net Assets 2016: $171,5002016Assets 2017: $187,302Net Assets 2017: $187,3022017Assets 2018: $143,496Net Assets 2018: $143,4962018Assets 2019: $185,499Liabilities 2019: $02019Assets 2020: $238,893Net Assets 2020: $238,8932020Assets 2021: $168,814Liabilities 2021: $232Net Assets 2021: $168,5822021Assets 2022: $182,942Net Assets 2022: $182,9422022Assets 2023: $164,216Net Assets 2023: $164,2162023Assets 2023: $164,216Liabilities 2023: $02023Assets 2024: $145,045Liabilities 2024: $144Net Assets 2024: $144,9012024

Highlighted filing

2023

Assets$164,216
Liabilities-
Net Assets$164,216

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $222,2672011Expenses 2012: $187,3012012Expenses 2013: $204,9122013Revenue 2014: $274,250Expenses 2014: $288,080Net Income 2014: -$13,8302014Revenue 2015: $221,150Expenses 2015: $251,536Net Income 2015: -$30,3862015Revenue 2016: $178,323Expenses 2016: $136,356Net Income 2016: $41,9672016Revenue 2017: $122,400Expenses 2017: $106,598Net Income 2017: $15,8022017Revenue 2018: $136,608Expenses 2018: $180,414Net Income 2018: -$43,8062018Revenue 2019: $166,686Expenses 2019: $124,683Net Income 2019: $42,0032019Revenue 2020: $139,729Expenses 2020: $86,335Net Income 2020: $53,3942020Revenue 2021: $59,641Expenses 2021: $129,953Net Income 2021: -$70,3122021Revenue 2022: $105,066Expenses 2022: $90,698Net Income 2022: $14,3682022Revenue 2023: $102,820Expenses 2023: $121,547Net Income 2023: -$18,7272023Revenue 2023: $102,820Expenses 2023: $121,547Net Income 2023: -$18,7272023Revenue 2024: $90,266Expenses 2024: $109,580Net Income 2024: -$19,3142024

Highlighted filing

2023

Revenue$102,820
Expenses$121,547
Net Income-$18,727
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 19, 2024
Return Version
2022v5.0
Gross Receipts
$121,710
Mission and Program Overview

Mission

Support and enrich lives of students and teachers at west mercer elementary school.

Program Services

DescriptionGrantsExpenses
CULTURAL ENRICHMENT PROGRAMS: AT THE BEGINNING OF EACH SCHOOL YEAR THE PTA ASKS PARENTS FOR A MINIMUM DONATION TO FUND THE PTA SERVICES. THE ANNUAL ASK PROVIDES FUNDING FOR ASSEMBLIES, FIELD TRIPS, THE ARTIST IN RESIDENCE PROGRAM, LIBRARY BOOKS, CLASSROOM MEDIA, FIFTH GRADE ACTIVITIES, TEACHER AIDES, AND MISCELLANEOUS OTHER EXPENSES.$72,046$97,457
SCIENCE FAIR, CLASSROOM PARTIES, FIELD DAY SUPPORT, POPCORN, YEAR BOOK, AND SAFETY PATROL SUPPORT - TO HELP CHILDREN LEARN SOCIAL SKILLS, ETC.-$9,074
PUBLICATION AND DISTRIBUTION OF THE SCHOOL DIRECTORY: PUBLICATION AND DISTRIBUTION OF THE SCHOOL DIRECTORY TO EVERY MEMBER(APPROXIMATELY 600); PRINTING AND DISTRIBUTION OF PARENT PACKETS TO EVERY STUDENT ON THE FIRST DAY OF SCHOOL (APPROX. 600); FUNDING FOR THE ANNUAL ORIENTATION CLASSES AND SEMINARS; FUNDING OF THE EMERGENCY PREPAREDNESS PROGRAM. PRINCIPAL STIPENDS ARE USED FOR VARIOUS ENRICHMENT ACTIVITIES, THE "PALS" PROGRAM WHICH IS A PERSON ON STAFF TO HELP KIDS WITH ANGER MANAGEMENT AND OTHER BEHAVIORAL ISSUES, AND LEARNING SUPPORT WHICH IS USED TO HIRE PARAPROS TO WORK IN CLASSROOMS WITH LARGE CLASS SIZES.-$7,210
READING & MUSIC PROGRAM: TO ENCOURAGE READING, THE PTA PROVIDES GREAT BOOKS PROGRAM FOR GRADES TWO THROUGH FIVE, AND SPONSORS A BIRTHDAY BOOK PROGRAM TO SUPPLEMENT THE SCHOOL LIBRARY ON AN ONGOING BASIS. APPROXIMATELY 80% OF THE STUDENTS IN GRADES TWO THROUGH FIVE PARTICIPATE IN GREAT BOOKS; THE TEACHERS ARE HIGHLY SUPPORTIVE OF THE PROGRAM. IN ADDITION TO THE PARTICIPATION IN GREAT BOOKS, STUDENTS HAVE THE OPPORTUNITY TO BE INVOLVED IN TECHNOLOGY AND THE FINE ARTS SHOWCASE.-$1,717
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE AGOSTIPresidentPT$0--
ARIANE JUSTUSVice Preside-$0--
LAUREN SILVERSCo-Secretary-$0--
LAUREN MILKIECo-Secretary-$0--
AARON WILSONCo-Treasurer-$0--
JODIE FRIEDMANCo-Treasurer-$0--
JENNIFER CRESPILegislative/-$0--
SARAH HOLLENBECKCommunicatio-$0--
JILL SHARPEFamily Invol-$0--
SARAH HOLLENBECKFundraising-$0--
RACHEL LUMPKINStudent Prog-$0--
KIM THOMASGreen Team-$0--
SOYUN CHOWDei-$0--
JEN LYONTreasurer (F-$0--
Filing and Contact Details

Filer

Filer Name
West Mercer Pta 2935
EIN
91-1145518
Phone
2062363430
Address
2003 65TH AVE W, TACOMA, WA 98466

Signing Officer

Name
Jen Lyon
Title
Treasurer (fy2024)
Phone
4258912370
Signed
2024-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Phillip C Baber Ps
Address
7525 SE 24TH ST STE 360, MERCER ISLAND, WA 98040
Preparer
Phillip C Baber CPA
Phone
2062360734
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: mercer island school district address: 8215 78th ave se mercer island, wa 98040 cash contribution: 72,046

Form 990-ez, Part I, Line 16

Expenses office expense 4,969 insurance 370 reading and music program 1,717 cultural enrichment 25,411 family outreach programs 7,210 science fair/class partie 9,074 lobbying/school bond 165 miscellaneous 585 total 49,501

Form 990-ez, Part III

Support and enrich lives of students and teachers at west mercer elementary school.

Form 990-ez, Part III, Line 28

Cultural enrichment programs: at the beginning of each school year the pta asks parents for a minimum donation to fund the pta services. The annual ask provides funding for assemblies, field trips, the artist in residence program, library books, classroom media, fifth grade activities, teacher aides, and miscellaneous other expenses.

Form 990-ez, Part III, Line 29

Reading & music program: to encourage reading, the pta provides great books program for grades two through five, and sponsors a birthday book program to supplement the school library on an ongoing basis. Approximately 80% of the students in grades two through five participate in great books; the teachers are highly supportive of the program. In addition to the participation in great books, students have the opportunity to be involved in technology and the fine arts showcase.

Form 990-ez, Part III, Line 30

Publication and distribution of the school directory: publication and distribution of the school directory to every member(approximately 600); printing and distribution of parent packets to every student on the first day of school (approx. 600); funding for the annual orientation classes and seminars; funding of the emergency preparedness program. Principal stipends are used for various enrichment activities, the "pals" program which is a person on staff to help kids with anger management and other behavioral issues, and learning support which is used to hire parapros to work in classrooms with large class sizes.

Form 990-ez, Part III, Line 31

Science fair, classroom parties, field day support, popcorn, year book, and safety patrol support - to help children learn social skills, etc.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: MERCER ISLAND SCHOOL DISTRICT ADDRESS: 8215 78TH AVE SE MERCER ISLAND, WA 98040 CASH CONTRIBUTION: 72,046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 4,969 INSURANCE 370 READING AND MUSIC PROGRAM 1,717 CULTURAL ENRICHMENT 25,411 FAMILY OUTREACH PROGRAMS 7,210 SCIENCE FAIR/CLASS PARTIE 9,074 LOBBYING/SCHOOL BOND 165 MISCELLANEOUS 585 TOTAL 49,501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT AND ENRICH LIVES OF STUDENTS AND TEACHERS AT WEST MERCER ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CULTURAL ENRICHMENT PROGRAMS: AT THE BEGINNING OF EACH SCHOOL YEAR THE PTA ASKS PARENTS FOR A MINIMUM DONATION TO FUND THE PTA SERVICES. THE ANNUAL ASK PROVIDES FUNDING FOR ASSEMBLIES, FIELD TRIPS, THE ARTIST IN RESIDENCE PROGRAM, LIBRARY BOOKS, CLASSROOM MEDIA, FIFTH GRADE ACTIVITIES, TEACHER AIDES, AND MISCELLANEOUS OTHER EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4READING & MUSIC PROGRAM: TO ENCOURAGE READING, THE PTA PROVIDES GREAT BOOKS PROGRAM FOR GRADES TWO THROUGH FIVE, AND SPONSORS A BIRTHDAY BOOK PROGRAM TO SUPPLEMENT THE SCHOOL LIBRARY ON AN ONGOING BASIS. APPROXIMATELY 80% OF THE STUDENTS IN GRADES TWO THROUGH FIVE PARTICIPATE IN GREAT BOOKS; THE TEACHERS ARE HIGHLY SUPPORTIVE OF THE PROGRAM. IN ADDITION TO THE PARTICIPATION IN GREAT BOOKS, STUDENTS HAVE THE OPPORTUNITY TO BE INVOLVED IN TECHNOLOGY AND THE FINE ARTS SHOWCASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PUBLICATION AND DISTRIBUTION OF THE SCHOOL DIRECTORY: PUBLICATION AND DISTRIBUTION OF THE SCHOOL DIRECTORY TO EVERY MEMBER(APPROXIMATELY 600); PRINTING AND DISTRIBUTION OF PARENT PACKETS TO EVERY STUDENT ON THE FIRST DAY OF SCHOOL (APPROX. 600); FUNDING FOR THE ANNUAL ORIENTATION CLASSES AND SEMINARS; FUNDING OF THE EMERGENCY PREPAREDNESS PROGRAM. PRINCIPAL STIPENDS ARE USED FOR VARIOUS ENRICHMENT ACTIVITIES, THE "PALS" PROGRAM WHICH IS A PERSON ON STAFF TO HELP KIDS WITH ANGER MANAGEMENT AND OTHER BEHAVIORAL ISSUES, AND LEARNING SUPPORT WHICH IS USED TO HIRE PARAPROS TO WORK IN CLASSROOMS WITH LARGE CLASS SIZES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCIENCE FAIR, CLASSROOM PARTIES, FIELD DAY SUPPORT, POPCORN, YEAR BOOK, AND SAFETY PATROL SUPPORT - TO HELP CHILDREN LEARN SOCIAL SKILLS, ETC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JEN LYON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER (FY2024)
ReturnHeader/BusinessOfficerGrp/PhoneNum04258912370
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST MERCER PTA 2935
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIP C BABER PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07525 SE 24TH ST STE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERCER ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098040
ReturnHeader/PreparerPersonGrp/PhoneNum02062360734
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP C BABER CPA
ReturnHeader/ReturnTs02024-02-26T14:19:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEN
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.90$1.10$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.64$1.64$1.03$1.22$0.19
2023Summary only. Only limited summary data is available for this year.$1.64$0.00$1.03$1.22$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.83$1.83$1.05$0.91$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.60$1.30$0.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$2.39$1.40$0.86$0.53
2019Summary only. Only limited summary data is available for this year.$1.85$0.00$1.67$1.25$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$1.43$1.37$1.80$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$1.87$1.22$1.07$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.78$1.36$0.42
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$2.21$2.52$0.30
2014Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$2.74$2.88$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$2.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.00$1.45$1.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$2.22