Civic Intelligence

Happy Valley PTA 8 3 35

EIN 91-1207767 • 501(c)3 • Bellingham, WA

Profile

Student enrichment programs

1041 24th StreetBellingham, WA 98225

www.happyvalleypta.com

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)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$43,156

Up $11,264 (+35%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$43,156

Up $11,264 (+35%) from 2020

Operations
Liabilities / Revenue61st percentileNet Margin70th percentile

Revenue

Up

$41,916

Up $4,373 (+12%) from 2020

Expenses

Down

$35,617

Down $1,411 (-3.8%) from 2020

Net Income

Up

$6,299

Up $5,784 (+1123%) from 2020

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2024

Assets$43,156
Liabilities-
Net Assets$43,156
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$41,916
Expenses$35,617
Net Income$6,299
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,156
Liabilities
-
Net assets
$43,156
Revenue
$41,916
Expenses
$35,617
Net income
$6,299
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 30, 2024
Return Version
2023v5.0
Gross Receipts
$50,462
Mission and Program Overview

Mission

Student enrichment programs

See schedule O

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT SERVICES$0$34,457
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth RodgersPresidentPT$0--
Casey KellyVice PresidentPT$0--
Andrea StullTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Move-A-Thon$42,943$42,943$8,546$34,397
Event 2-$0-$0
Total Events$42,943$42,943$8,546$34,397
Filing and Contact Details

Filer

Filer Name
Happy Valley Pta 8 3 35
EIN
91-1207767
Phone
3606766420
Address
1041 24th Street, Bellingham, WA 98225

Signing Officer

Name
Andrea Stull
Title
Treasurer
Phone
3606766420
Signed
2024-09-30
Supplemental Narrative

Additional Explanations

Part I, Line 16

“ADMINISTRATION $1159”

Part I, Line 16

“CLASSROOM LEARNING $5098”

Part I, Line 16

“TEACHER SERVICES $15882”

Part I, Line 16

“STUDENT SERVICES $13478”

Raw XML Appendix182 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/ExcessOrDeficitForYearAmt06299
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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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/PersonNm0Elizabeth Rodgers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Casey Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Andrea Stull
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt035617
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0See schedule O
IRS990EZ/ProgramServiceRevenueAmt02578
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034457
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08546
IRS990EZ/SpecialEventsNetIncomeLossAmt034397
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035617
IRS990EZ/TotalProgramServiceExpensesAmt034457
IRS990EZ/TotalRevenueAmt041916
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://www.happyvalleypta.com/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07402
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0216
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036185
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0112613
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt094
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt011980
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt015310
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt069
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0144377
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATION $1159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASSROOM LEARNING $5098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER SERVICES $15882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STUDENT SERVICES $13478
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrea Stull
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03606766420
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY VALLEY PTA 8 3 35
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0911207767
ReturnHeader/Filer/PhoneNum03606766420
ReturnHeader/Filer/USAddress/AddressLine1Txt01041 24th Street
ReturnHeader/Filer/USAddress/CityNm0Bellingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098225
ReturnHeader/ReturnTs02024-10-01T10:49:53Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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