Civic Intelligence

Happy Valley PTA 2335

990EZ • Fiscal year 2016 • EIN 91-1207767

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

Organization ProfileHAPPEYVALLEY.BELLINGHAMSCHOOLS.ORG
2003 65th AvenueTacoma, WA 98466

(360) 676-6420

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

29th percentile

-6.0%

Higher net margin than 29% 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

19th percentile

-22%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

46th percentile

-1.6%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$28,119

Down $17,905 (-39%) from 2014

Net Assets

Down

$28,119

Down $17,905 (-39%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin29th percentile

Revenue

Down

$55,951

Down $1,820 (-3.2%) from 2014

Expenses

Up

$59,320

Up $4,484 (+8.2%) from 2014

Net Income

Down

-$3,369

Down $6,304 (-215%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$60K$40K$20K$0Assets 2011: $42,061Liabilities 2011: $0Net Assets 2011: $42,0612011Assets 2012: $47,990Liabilities 2012: $0Net Assets 2012: $47,9902012Assets 2013: $45,420Liabilities 2013: $0Net Assets 2013: $45,4202013Assets 2014: $46,024Liabilities 2014: $0Net Assets 2014: $46,0242014Assets 2016: $28,119Liabilities 2016: $0Net Assets 2016: $28,1192016Assets 2017: $29,508Liabilities 2017: $02017Assets 2018: $28,823Liabilities 2018: $02018Assets 2019: $31,377Net Assets 2019: $31,3772019Assets 2020: $31,892Net Assets 2020: $31,8922020Assets 2024: $43,156Net Assets 2024: $43,1562024

Highlighted filing

2016

Assets$28,119
Liabilities$0
Net Assets$28,119
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

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

$100K$50K$0-$50KRevenue 2011: $57,254Expenses 2011: $56,953Net Income 2011: $3012011Revenue 2012: $55,927Expenses 2012: $49,998Net Income 2012: $5,9292012Revenue 2013: $76,711Expenses 2013: $79,281Net Income 2013: -$2,5702013Revenue 2014: $57,771Expenses 2014: $54,836Net Income 2014: $2,9352014Revenue 2016: $55,951Expenses 2016: $59,320Net Income 2016: -$3,3692016Revenue 2017: $59,465Expenses 2017: $58,076Net Income 2017: $1,3892017Revenue 2018: $72,430Expenses 2018: $73,159Net Income 2018: -$7292018Revenue 2019: $34,008Expenses 2019: $31,588Net Income 2019: $2,4202019Revenue 2020: $37,543Expenses 2020: $37,028Net Income 2020: $5152020Revenue 2024: $41,916Expenses 2024: $35,617Net Income 2024: $6,2992024

Highlighted filing

2016

Revenue$55,951
Expenses$59,320
Net Income-$3,369
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$57,456
Mission and Program Overview

Mission

Student enrichment programs

The pta supports happy valley elementary school by providing enrichment programs and direct grants to improve educational and recreational facilities.

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT PROGRAMS$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO WILLIAMSCo-PresidentPT$0--
ANDY ROBINSONCo-PresidentPT$0--
JULIE HOCHSPRUNGCo-Vice PresidentPT$0--
KELLY FISHERCo-Vice PresidentPT$0--
SARAH BATESSecretaryPT$0--
JENNIFER WERNERTreasurerPT$0--
SAMANTHA FARISCo-TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$26,731$26,731$1,505$25,226
Total Events$26,731$26,731$1,505$25,226
Filing and Contact Details

Filer

Filer Name
Happy Valley Pta 2 3 35
EIN
91-1207767
Phone
3606766420
Address
2003 65TH AVENUE, TACOMA, WA 98466

Signing Officer

Name
Jennifer Werner
Title
Treasurer
Phone
3606765420
Signed
2016-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Curnow & Curnow Pllc
Address
1720 IOWA ST, BELLINGHAM, WA 98229-4702
Preparer
Jack W Curnow
Phone
3606766655
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest. Amount: 11.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program service expenses. Amount: 59,320.”

Raw XML Appendix172 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/PhoneNum03606766420
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098225
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JO WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDY ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE HOCHSPRUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SAMANTHA FARIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt059320
IRS990EZ/OtherRevenueTotalAmt011
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PTA SUPPORTS HAPPY VALLEY ELEMENTARY SCHOOL BY PROVIDING ENRICHMENT PROGRAMS AND DIRECT GRANTS TO IMPROVE EDUCATIONAL AND RECREATIONAL FACILITIES.
IRS990EZ/ProgramServiceRevenueAmt027054
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01505
IRS990EZ/SpecialEventsNetIncomeLossAmt025226
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt059320
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt055951
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://HAPPEYVALLEY.BELLINGHAMSCHOOLS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt049680
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt049680
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03660
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017030
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt049680
IRS990ScheduleA/TotalSupportAmt049680
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01505
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026731
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026731
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026731
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01505
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM SERVICE EXPENSES. AMOUNT: 59,320.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03606765420
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY VALLEY PTA 2 3 35
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0911207767
ReturnHeader/Filer/PhoneNum03606766420
ReturnHeader/Filer/USAddress/AddressLine1Txt02003 65TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098466
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260412994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CURNOW & CURNOW PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01720 IOWA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0982294702
ReturnHeader/PreparerPersonGrp/PhoneNum03606766655
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK W CURNOW
ReturnHeader/ReturnTs02016-11-14T17:22:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,119
Liabilities
$0
Net assets
$28,119
Revenue
$55,951
Expenses
$59,320
Net income
-$3,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.2$43.2$41.9$35.6$6.30
2020Detailed filing. Detailed filing data is available for this year.$31.9$31.9$37.5$37.0$0.52
2019Detailed filing. Detailed filing data is available for this year.$31.4$31.4$34.0$31.6$2.42
2018Summary only. Only limited summary data is available for this year.$28.8$0.00$72.4$73.2$0.73
2017Summary only. Only limited summary data is available for this year.$29.5$0.00$59.5$58.1$1.39
2016Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$56.0$59.3$3.37
2014Detailed filing. Detailed filing data is available for this year.$46.0$0.00$46.0$57.8$54.8$2.94
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.4$0.00$45.4$76.7$79.3$2.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.0$0.00$48.0$55.9$50.0$5.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.1$0.00$42.1$57.3$57.0$0.30