Civic Intelligence

Apple Valley PTA West Valley

EIN 91-1197546 • 501(c)4 • Yakima, WA

Profile

Promote the health, welfare, safety, and education of children attending Apple Valley Elementary School and within the West Valley School District.

7 N 88th AvenueYakima, WA 98908

www.av.wvsd208.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

13th percentile

-47%

Higher net margin than 13% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

16th percentile

-39%

Faster asset growth than 16% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

30th percentile

-15%

Faster revenue growth than 30% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$0

Down $26,393 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $26,393 (-100%) from 2015

Revenue

Up

$36,629

Up $586 (+1.6%) from 2015

Expenses

Down

$50,318

Down $2,662 (-5.0%) from 2015

Net Income

Up

-$13,689

Up $3,248 (+19%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $12,863Liabilities 2011: $0Net Assets 2011: $12,8632011Assets 2012: $10,577Liabilities 2012: $0Net Assets 2012: $10,5772012Assets 2013: $24,494Liabilities 2013: $0Net Assets 2013: $24,4942013Assets 2014: $43,330Liabilities 2014: $0Net Assets 2014: $43,3302014Assets 2015: $26,393Liabilities 2015: $0Net Assets 2015: $26,3932015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $21,492Expenses 2011: $26,320Net Income 2011: -$4,8282011Revenue 2012: $39,326Expenses 2012: $41,612Net Income 2012: -$2,2862012Revenue 2013: $49,543Expenses 2013: $35,626Net Income 2013: $13,9172013Revenue 2014: $42,207Expenses 2014: $23,371Net Income 2014: $18,8362014Revenue 2015: $36,043Expenses 2015: $52,980Net Income 2015: -$16,9372015Revenue 2016: $36,629Expenses 2016: $50,318Net Income 2016: -$13,6892016

Highlighted filing

2016

Revenue$36,629
Expenses$50,318
Net Income-$13,689

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$67,520
Mission and Program Overview

Mission

Promote the health, welfare, safety, and education of children attending Apple Valley Elementary School and within the West Valley School District.

Program Services

DescriptionGrantsExpenses
School Support Programs - benefits approximately 350 students and the school staff. Includes equipment purchased for school, patrol, mileage club, reading programs, speech program, and other student and teacher recognitions.$0$22,233
Education Enrichment - benefits approximately 350 students. Provide student body assemblies, class room funds, student activities.$0$14,679
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA PAULPresident-$0--
KATHY NAUGHTTreasurer-$0--
KRISTIN PREACHERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough/Great American$34,452$34,452$22,003$12,449
Jog A Thon$11,222$11,222$2,747$8,475
Total Events$52,220$52,220$30,891$21,329
Filing and Contact Details

Filer

Filer Name
Apple Valley Pta West Valley
EIN
91-1197546
Phone
5099652060
Address
7 N 88TH AVENUE, YAKIMA, WA 98908

Signing Officer

Name
Kathy Naught
Title
Treasurer
Phone
5099724181
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Kimberley Heinle
Address
PO Box 10964, Yakima, WA 98909
Preparer
Kimberley Heinle
Phone
5099663163
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Special Events and Assemblies;8802|Awards;3634|Classroom Funds;5877|Board Expenses;365|Pizza;2755|Memory Book;2232|Dues;413|T shirts and Sweatshirts;1226|Office Expenses;1148|Playground;18599|Miscellaneous;3536^Total;48587^

Form 990-EZ, Part I, Line 20

Close PTA and transfer funds to the formation of a PTO.

Raw XML Appendix196 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Kathy Naught
IRS990EZ/BooksInCareOfDetail/PhoneNum05099724181
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07 N 88th Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Yakima
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098908
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026393
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01720
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13689
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt052220
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt067520
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026393
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026393
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY NAUGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTIN PREACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-12704
IRS990EZ/OtherExpensesTotalAmt048587
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Promote the health, welfare, safety, and education of children attending Apple Valley Elementary School and within the West Valley School District.
IRS990EZ/PrintingPublicationsPostageAmt01081
IRS990EZ/ProgramServiceRevenueAmt013578
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education Enrichment - benefits approximately 350 students. Provide student body assemblies, class room funds, student activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Support Programs - benefits approximately 350 students and the school staff. Includes equipment purchased for school, patrol, mileage club, reading programs, speech program, and other student and teacher recognitions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014679
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122233
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt030891
IRS990EZ/SpecialEventsNetIncomeLossAmt021329
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050318
IRS990EZ/TotalProgramServiceExpensesAmt036912
IRS990EZ/TotalRevenueAmt036629
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.av.wvsd208.org
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030891
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cookie Dough/Great American
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jog A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052220
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021329
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06141
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030891
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022003
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02747
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Checking and Savings
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Apple Valley Elementary PTO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02016-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0812209855
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt012704
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash equivalents
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt07 N 88th Ave
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Yakima
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0WA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd098908
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0The Officers of Apple Valley PTA will become the Officers of the newly formed Apple Valley PTO.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule N, Part I, Line 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Special Events and Assemblies;8802|Awards;3634|Classroom Funds;5877|Board Expenses;365|Pizza;2755|Memory Book;2232|Dues;413|T shirts and Sweatshirts;1226|Office Expenses;1148|Playground;18599|Miscellaneous;3536^Total;48587^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Close PTA and transfer funds to the formation of a PTO.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathy Naught
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05099724181
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE VALLEY PTA WEST VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0911197546
ReturnHeader/Filer/PhoneNum05099652060
ReturnHeader/Filer/USAddress/AddressLine1Txt07 N 88TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0YAKIMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098908
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470957731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kimberley Heinle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 10964
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yakima
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098909
ReturnHeader/PreparerPersonGrp/PhoneNum05099663163
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberley Heinle
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-14T19:21:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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