Civic Intelligence

Lake Shore Elementary PTA 3 4 70

990EZ • Fiscal year 2014 • EIN 91-1152247

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

1304 S Fawcett Ave Ste 300Vancouver, WA 98402

(360) 608-2842

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Revenue Growth

46th percentile

-0.3%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2014

Assets

Down

$60,294

Down $1,738 (-2.8%) from 2011

Net Assets

$60,294

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Down

$31,302

Down $314 (-1.0%) from 2011

Expenses

Up

$27,683

Up $6,980 (+34%) from 2011

Net Income

Down

$3,619

Down $7,294 (-67%) from 2011

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $62,032Liabilities 2011: $02011Assets 2014: $60,294Liabilities 2014: $0Net Assets 2014: $60,2942014Assets 2015: $65,428Liabilities 2015: $0Net Assets 2015: $65,4282015Assets 2016: $73,708Liabilities 2016: $0Net Assets 2016: $73,7082016Assets 2017: $74,149Liabilities 2017: $0Net Assets 2017: $74,1492017Assets 2023: $66,716Liabilities 2023: $0Net Assets 2023: $66,7162023

Highlighted filing

2014

Assets$60,294
Liabilities$0
Net Assets$60,294

Operations Trend

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

$40K$30K$20K$10K$0Revenue 2011: $31,616Expenses 2011: $20,703Net Income 2011: $10,9132011Revenue 2014: $31,302Expenses 2014: $27,683Net Income 2014: $3,6192014Revenue 2015: $29,828Expenses 2015: $24,694Net Income 2015: $5,1342015Revenue 2016: $35,180Expenses 2016: $26,900Net Income 2016: $8,2802016Revenue 2017: $30,486Expenses 2017: $30,045Net Income 2017: $4412017Revenue 2023: $38,560Expenses 2023: $30,884Net Income 2023: $7,6762023

Highlighted filing

2014

Revenue$31,302
Expenses$27,683
Net Income$3,619
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$62,361
Mission and Program Overview

Mission

To support the education, health, and welfare of all children and youth.

Program Services

DescriptionGrantsExpenses
Student Support, Enrichment, and Education: This includes teacher grants, support for field trips, the school play, library support, the Reflections art competition, science fair, summer learning rewards, yearbook, reading program support.$0$13,840
Community and Volunteer Involvement and Recognition: This includes the carnival, back to school night, PTA awards, volunteer appreciation events and staff appreciation, student recognition, spirit wear, yearbook.$0$7,308
Parent Involvement and Education: This includes support for participation in PTA conventions and workshops, and family enrichment activities such as family movie, game, and social nights and support for the book fair.$0$1,942
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin MacDonaldCo-PresidentPT$0--
Marla RappCo-PresidentPT$0--
Cathy HuckCo-Vice PresidentPT$0--
Helen CascaddanCo-Vice PresidentPT$0--
Stephanie CostiganTreasurerPT$0--
Nikki JonasCo-Secretary-$0--
Katie KadlecCo-Secretary-$0--
Amy SurfaceLegislative Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$9,584$8,858$141$8,717
Event 1$13,745$4,588$123$4,465
Total Events$52,660$42,777$19,179$23,598
Filing and Contact Details

Filer

EIN
91-1152247
Phone
3606082842

Signing Officer

Name
Stephanie Costigan
Title
Treasurer
Phone
3606082842
Signed
2014-11-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Bank expenses and fees;438|PTA Administration;857|Workshops and Conventions;381|Expenses to associated with program services;7133^Total;8809^

Raw XML Appendix307 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
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IRS990EZ/BooksInCareOfDetail/USAddress/City0Vancouver
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristin MacDonald
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Legislative Chair
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PrimaryExemptPurposeTxt0To support the education, health, and welfare of all children and youth.
IRS990EZ/PrintingPublicationsPostageAmt02041
IRS990EZ/ProgramServiceRevenueAmt05236
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Parent Involvement and Education: This includes support for participation in PTA conventions and workshops, and family enrichment activities such as family movie, game, and social nights and support for the book fair.
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IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Data is not available for 2011 and 2012 due to filing of 990N
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt1Data is not available for 2011 and 2012 due to filing of 990N
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt2Data is not available for 2012 or 2011 due to filing of 990N so used data from 2010
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt3Data from 2012 and 2011 not available due to filing of 990N so used data from 2010
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 1
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc1Schedule A, Part III, Line 2
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc2Schedule A, Part III, Line 16
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc3Schedule A, Part III, Line 18
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt029331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04588
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08858
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042777
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Read a Thon
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023598
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02641
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt0228
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02869
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016046
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016310
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0123
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0141
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Bank expenses and fees;438|PTA Administration;857|Workshops and Conventions;381|Expenses to associated with program services;7133^Total;8809^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Costigan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03606082842
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAKE SHORE ELEMENTARY PTA 3 7 40
ReturnHeader/Filer/BusinessName/BusinessNameLine20c o Washington State PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0911152247
ReturnHeader/Filer/PhoneNum03606082842
ReturnHeader/Filer/USAddress/AddressLine101304 S Fawcett Ave Ste 300
ReturnHeader/Filer/USAddress/City0Tacoma
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098402
ReturnHeader/ReturnTs02014-11-13T17:56:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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