Civic Intelligence

Kennydale PTA

990EZ • Fiscal year 2016 • EIN 91-1158283

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 28, 2016

2003 65th Avenue WestTacoma, WA 98466-6215

(425) 466-0920

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$51,670

Up $12,010 (+30%) from 2015

Net Assets

Up

$51,670

Up $12,010 (+30%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$63,763

Up $7,609 (+14%) from 2015

Expenses

Down

$51,753

Down $1,956 (-3.6%) from 2015

Net Income

Up

$12,010

Up $9,565 (+391%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $30,222Liabilities 2011: $0Net Assets 2011: $30,2222011Assets 2012: $40,673Liabilities 2012: $0Net Assets 2012: $40,6732012Assets 2013: $37,166Liabilities 2013: $0Net Assets 2013: $37,1662013Assets 2014: $37,215Liabilities 2014: $0Net Assets 2014: $37,2152014Assets 2015: $39,660Liabilities 2015: $0Net Assets 2015: $39,6602015Assets 2016: $51,670Liabilities 2016: $0Net Assets 2016: $51,6702016Assets 2017: $52,898Liabilities 2017: $0Net Assets 2017: $52,8982017Assets 2018: $53,688Liabilities 2018: $0Net Assets 2018: $53,6882018Assets 2019: $56,462Liabilities 2019: $0Net Assets 2019: $56,4622019Assets 2020: $31,141Liabilities 2020: $0Net Assets 2020: $31,1412020Assets 2021: $24,753Liabilities 2021: $0Net Assets 2021: $24,7532021Assets 2022: $23,818Liabilities 2022: $0Net Assets 2022: $23,8182022Assets 2023: $26,341Liabilities 2023: $0Net Assets 2023: $26,3412023Assets 2024: $41,454Liabilities 2024: $0Net Assets 2024: $41,4542024Assets 2025: $48,776Liabilities 2025: $0Net Assets 2025: $48,7762025

Highlighted filing

2016

Assets$51,670
Liabilities$0
Net Assets$51,670

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $58,628Expenses 2011: $61,067Net Income 2011: -$2,4392011Revenue 2012: $88,582Expenses 2012: $78,131Net Income 2012: $10,4512012Revenue 2013: $87,810Expenses 2013: $91,317Net Income 2013: -$3,5072013Revenue 2014: $55,218Expenses 2014: $55,169Net Income 2014: $492014Revenue 2015: $56,154Expenses 2015: $53,709Net Income 2015: $2,4452015Revenue 2016: $63,763Expenses 2016: $51,753Net Income 2016: $12,0102016Revenue 2017: $53,277Expenses 2017: $52,049Net Income 2017: $1,2282017Revenue 2018: $61,479Expenses 2018: $60,689Net Income 2018: $7902018Revenue 2019: $66,540Expenses 2019: $63,766Net Income 2019: $2,7742019Revenue 2020: $44,610Expenses 2020: $66,971Net Income 2020: -$22,3612020Revenue 2021: $21,460Expenses 2021: $27,848Net Income 2021: -$6,3882021Revenue 2022: $32,657Expenses 2022: $33,592Net Income 2022: -$9352022Revenue 2023: $57,932Expenses 2023: $55,409Net Income 2023: $2,5232023Revenue 2024: $66,170Expenses 2024: $51,057Net Income 2024: $15,1132024Revenue 2025: $37,412Expenses 2025: $30,090Net Income 2025: $7,3222025

Highlighted filing

2016

Revenue$63,763
Expenses$51,753
Net Income$12,010
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 28, 2016
Return Version
2015v2.1
Gross Receipts
$84,674
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
After School Enrichment After school enrichment club to promote presentation skills & event to present the skills. Art Docent Program Art docents volunteer in the classroom teaching students about art and artists. Art Supplies Helps teachers with the purchase of classroom art supplies. Assembly Fund Paid for science program assembly. Book Fair A book fair to raise money for the Library. Classroom Periodicals Purchase monthly scholastic magazine for every student. Cultural Enrichment An evening gathering for families to share their heritage. Curriculum Enhancement Grant to School for purchase of curriculum supporting materials. Grade Level Enrichment Provide funds for museum and play experiences. Fifth Grade Camp A fun learning experience for fifth graders in the outdoors. Fifth Grade Recognition Celebrating fifth graders. Fifth Grade T-Shirts Clothing to engage 5th graders in school Junior Achievement Program Provide funds for hands on simulated business experience. Library Fund Grant to School District for purchase of library books. Math Club After school enrichment club to promote math. Math Night Sponsor family math activities at night to promote learning math. Mini Grants Helps teachers with the purchase of needed classroom supplies and incentives. Patrol Incentives Encourage students to participate in traffic patrol. Reflections National PTA Arts Appreciation Program Scholarship Fund Provide scholarships for past students. School Projects Purchase supplies for specific school projects. Science Week Sponsor science activities for families at night to promote learning science. Story Club & Story Night After school enrichment club to promote presentation skills & event to present the skills. Talent Show An evening for students to perform for families.$0$25,960
Community/Volunteer Involvement & Recognition: Awards - Awards to recognize individuals for their exceptional efforts on behalf of the school and the students. Art Fair - Evening to show art created by students. Back to School BBQ -Event to promote school spirit. Founder's Day Dinner - Dinner to raise money for scholarships. Sock Hop -Evening of music and dancing to promote school community. Spirit Wear -Clothing to promote pride in school. Spring Carnival -A fun time for students and families. Teacher/Staff Appreciation - Luncheon and treats to recognize the efforts of school staff. Volunteer Recognition - Dinner to recognize efforts of parent/guardian volunteers. Watch Dogs Program - Program to encourage men to get involved in the school. Yearbook - Collection of pictures from each year for students and families.$0$17,852
Parent Involvement/Education: Conventions and Workshops - Paid for admissions to PTA State Convention and workshops for board members. Hospitality - Provide food and drink for PTA meetings. Kodiak Newsletter - A newsletter about PTA events for students and families. School Garden Newsletter - A newsletter about the School Garden for students and families. Web Page - Kennydale PTA website to keep parents informed.$0$378
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carlene Balcomb-BartokVice President Of Communication-$0--
Monica GongVice President Of Membership-$0--
Casey PendersSecretary-$0--
Linh TranTreasurer-$0--
Tracy VicenteVice President Of Fund Raising-$0--
Jim NoddingsCommittee Chair-$0--
Beth MiddelhovenCommittee Chair-$0--
Beth CurryCommittee Chair-$0--
Melody MurdyCommittee Chair-$0--
Matthew CurryPresident-$0--
Bethany GeorgeCommittee Chair-$0--
Elayna FergusonCommittee Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$13,276$13,276$14,183$-907
Fall Fundraiser$10,114$10,114$2,695$7,419
Total Events$23,390$23,390$16,878$6,512
Filing and Contact Details

Filer

Filer Name
Kennydale Pta
EIN
91-1158283
Phone
4254660920
Address
2003 65th Avenue West, Tacoma, WA 98466-6215

Signing Officer

Name
Elizabeth Curry
Title
Treasurer
Phone
4254660920
Signed
2016-11-28
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Book Fair Books;3804|Membership Annual Local unit req'd fee;5|Membership Promotion;920|Founders Day Dinner;250|Sock Hop;1318|Spirit Sales Product Cost;4108|Spring Carnival;6418|Walk A Thon Supplies;735|Yearbook product cost;4267|Convention and Workshops;218|Insurance;280|Safety Deposit Box and Bank Fees;184|Secretary of State Filing Fees;190|Web Page;160|Back to School BBQ;665|Golden Acorn Award;211|Meet and Greet;188|Talent Show;222|Teacher and Staff Appreciation;610|Back to School Teacher Lunch;255|Art Docent Program;1000|Assembly Fund;850|Ceramics Program;186|Classroom Periodicals;3267|School Garden;252|Science Week;2719|Art Supplies;801|Office Supplies;423|PTA Discretionary;1014^Total;35520^

Schedule B, Part I

None

Raw XML Appendix302 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Parent Involvement/Education: Conventions and Workshops - Paid for admissions to PTA State Convention and workshops for board members. Hospitality - Provide food and drink for PTA meetings. Kodiak Newsletter - A newsletter about PTA events for students and families. School Garden Newsletter - A newsletter about the School Garden for students and families. Web Page - Kennydale PTA website to keep parents informed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community/Volunteer Involvement & Recognition: Awards - Awards to recognize individuals for their exceptional efforts on behalf of the school and the students. Art Fair - Evening to show art created by students. Back to School BBQ -Event to promote school spirit. Founder's Day Dinner - Dinner to raise money for scholarships. Sock Hop -Evening of music and dancing to promote school community. Spirit Wear -Clothing to promote pride in school. Spring Carnival -A fun time for students and families. Teacher/Staff Appreciation - Luncheon and treats to recognize the efforts of school staff. Volunteer Recognition - Dinner to recognize efforts of parent/guardian volunteers. Watch Dogs Program - Program to encourage men to get involved in the school. Yearbook - Collection of pictures from each year for students and families.
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00002
IRS990ScheduleA/InvestmentIncomePYPct00.00002
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0155
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0155
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99700
IRS990ScheduleA/PublicSupportPY509Pct00.99631
IRS990ScheduleA/PublicSupportTotal509Amt0403483
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0130
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0130
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0230
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0310
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01050
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063761
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056153
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0121012
IRS990ScheduleA/Total509Grp/TotalAmt0404533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055158
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0108451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0121170
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0404696
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016878
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013276
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023390
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06512
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016878
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02695
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014183
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Book Fair Books;3804|Membership Annual Local unit req'd fee;5|Membership Promotion;920|Founders Day Dinner;250|Sock Hop;1318|Spirit Sales Product Cost;4108|Spring Carnival;6418|Walk A Thon Supplies;735|Yearbook product cost;4267|Convention and Workshops;218|Insurance;280|Safety Deposit Box and Bank Fees;184|Secretary of State Filing Fees;190|Web Page;160|Back to School BBQ;665|Golden Acorn Award;211|Meet and Greet;188|Talent Show;222|Teacher and Staff Appreciation;610|Back to School Teacher Lunch;255|Art Docent Program;1000|Assembly Fund;850|Ceramics Program;186|Classroom Periodicals;3267|School Garden;252|Science Week;2719|Art Supplies;801|Office Supplies;423|PTA Discretionary;1014^Total;35520^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1None
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule B, Part I
ReasonableCauseExplanation/ExplanationTxt0This return is late because we had an issue with the transferring the accounting information on a timely manner and the new Treasurer missed the file date in error.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Curry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04254660920
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNYDALE PTA
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0911158283
ReturnHeader/Filer/PhoneNum04254660920
ReturnHeader/Filer/USAddress/AddressLine1Txt02003 65th Avenue West
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0984666215
ReturnHeader/ReturnTs02016-11-29T11:26:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$37.4$30.1$7.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$0.00$41.5$66.2$51.1$15.1
2023Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$57.9$55.4$2.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.8$0.00$23.8$32.7$33.6$0.94
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.00$24.8$21.5$27.8$6.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$0.00$31.1$44.6$67.0$22.4
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.5$0.00$56.5$66.5$63.8$2.77
2018Detailed filing. Detailed filing data is available for this year.$53.7$0.00$53.7$61.5$60.7$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$0.00$52.9$53.3$52.0$1.23
2016Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$63.8$51.8$12.0
2015Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$56.2$53.7$2.45
2014Detailed filing. Detailed filing data is available for this year.$37.2$0.00$37.2$55.2$55.2$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.2$0.00$37.2$87.8$91.3$3.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.7$0.00$40.7$88.6$78.1$10.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$0.00$30.2$58.6$61.1$2.44