Civic Intelligence

Marshall Elementary Ptsa Marysville Council 7413

990EZ • Fiscal year 2024 • EIN 91-1154884

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

4407 116th St NEMarysville, WA 98271

(360) 965-1600

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

28th percentile

-8.6%

Higher net margin than 28% 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

36th percentile

-6.6%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

68th percentile

20%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Down

$39,054

Down $2,747 (-6.6%) from 2023

Net Assets

Down

$39,054

Down $2,747 (-6.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$31,848

Up $5,255 (+20%) from 2023

Expenses

Up

$34,595

Up $25,867 (+296%) from 2023

Net Income

Down

-$2,747

Down $20,612 (-115%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2015: $16,485Liabilities 2015: $02015Assets 2016: $14,876Liabilities 2016: $02016Assets 2017: $19,325Liabilities 2017: $02017Assets 2018: $28,919Liabilities 2018: $02018Assets 2019: $16,329Liabilities 2019: $02019Assets 2020: $12,168Liabilities 2020: $02020Assets 2021: $19,287Net Assets 2021: $19,2872021Assets 2022: $23,936Net Assets 2022: $23,9362022Assets 2023: $41,801Net Assets 2023: $41,8012023Assets 2024: $39,054Net Assets 2024: $39,0542024Assets 2025: $54,454Net Assets 2025: $54,4542025

Highlighted filing

2024

Assets$39,054
Liabilities-
Net Assets$39,054

Operations Trend

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

$40K$20K$0-$20KRevenue 2015: $23,628Expenses 2015: $18,230Net Income 2015: $5,3982015Revenue 2016: $14,384Expenses 2016: $15,993Net Income 2016: -$1,6092016Revenue 2017: $20,577Expenses 2017: $16,128Net Income 2017: $4,4492017Revenue 2018: $26,510Expenses 2018: $16,916Net Income 2018: $9,5942018Revenue 2019: $9,445Expenses 2019: $22,035Net Income 2019: -$12,5902019Revenue 2020: $5,420Expenses 2020: $9,581Net Income 2020: -$4,1612020Revenue 2021: $10,508Expenses 2021: $3,389Net Income 2021: $7,1192021Revenue 2022: $10,110Expenses 2022: $5,461Net Income 2022: $4,6492022Revenue 2023: $26,593Expenses 2023: $8,728Net Income 2023: $17,8652023Revenue 2024: $31,848Expenses 2024: $34,595Net Income 2024: -$2,7472024Revenue 2025: $25,471Expenses 2025: $10,071Net Income 2025: $15,4002025

Highlighted filing

2024

Revenue$31,848
Expenses$34,595
Net Income-$2,747
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$68,647
Mission and Program Overview

Mission

To provide grants to teachers for elementary school projects and field trips

Program Services

DescriptionGrantsExpenses
SCHOOL PROJECTS & STUDENT EVENTS$24,851$24,851
GRANTS AND AWARDS TO TEACHERS FOR SCHOOL RELATEDEVENTS AND CAMPS$4,753$4,753
STAFF & VOLUNTEER APPRECIATION$1,798$1,798
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARI BRICKEYPresidentPT$0--
JODY WARDSecretaryPT$0--
PRISCILLA LA FONTAINETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Fun Run----
Filing and Contact Details

Filer

Filer Name
Marshall Elementary Ptsa
EIN
91-1154884
Phone
3609651600
Address
4407 116TH ST NE, MARYSVILLE, WA 98271

Signing Officer

Name
Priscilla La Fontaine
Title
Treasurer
Phone
3609651600
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Kazen Accounting and Tax Service LLC
Address
4311 116TH ST NE STE A, MARYSVILLE, WA 98271
Preparer
Dennis Kazen
Phone
3606597780
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

WA STATE PTA DUES 518.

Form 990EZ, Part I, Line 16

Art & holiday events 441.

Form 990EZ, Part I, Line 16

Staff & volunteer appreciation 1798.

Form 990EZ, Part I, Line 16

Library & reading events 520.

Form 990EZ, Part I, Line 16

SCHOOL SUPPLIES 458.

Form 990EZ, Part I, Line 16

School projects & student events 24851.

Form 990EZ, Part I, Line 16

INSURANCE & LICENSE 575.

Form 990EZ, Part I, Line 16

Administration supplies 239.

Form 990EZ, Part I, Line 16

TEACHER SUPPLIES 4753.

Raw XML Appendix186 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARYSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098271
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARI BRICKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JODY WARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PRISCILLA LA FONTAINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt034153
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GRANTS TO TEACHERS FOR ELEMENTARY SCHOOL PROJECTS AND FIELD TRIPS
IRS990EZ/PrintingPublicationsPostageAmt0142
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL PROJECTS & STUDENT EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF & VOLUNTEER APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04753
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt124851
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21798
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124851
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21798
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036799
IRS990EZ/SpecialEventsNetIncomeLossAmt030860
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034595
IRS990EZ/TotalProgramServiceExpensesAmt031402
IRS990EZ/TotalRevenueAmt031848
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0700
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02514
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt039
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030860
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt078477
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/InvestmentIncomePYPct00.00300
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal509Amt083069
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05074
IRS990ScheduleA/Total509Grp/TotalAmt083069
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt083190
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WA STATE PTA DUES 518.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ART & HOLIDAY EVENTS 441.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STAFF & VOLUNTEER APPRECIATION 1798.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIBRARY & READING EVENTS 520.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL SUPPLIES 458.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SCHOOL PROJECTS & STUDENT EVENTS 24851.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE & LICENSE 575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMINISTRATION SUPPLIES 239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TEACHER SUPPLIES 4753.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PRISCILLA LA FONTAINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03609651600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL ELEMENTARY PTSA
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0911154884
ReturnHeader/Filer/PhoneNum03609651600
ReturnHeader/Filer/USAddress/AddressLine1Txt04407 116TH ST NE
ReturnHeader/Filer/USAddress/CityNm0MARYSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098271
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911122593
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04311 116TH ST NE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARYSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098271
ReturnHeader/PreparerPersonGrp/PhoneNum03606597780
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS KAZEN
ReturnHeader/ReturnTs02024-11-14T16:59:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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