Happy Valley PTA 2335

990EZ • Fiscal year 2014 • EIN 91-1207767

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

Organization Profile HAPPEYVALLEY.BELLINGHAMSCHOOLS.ORG

2003 65th Avenue98466

(360) 676-6420

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

5.1%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

1.3%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-25%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$46,024

Up $604 (+1.3%) from 2013

Net Assets

$46,024

Up $604 (+1.3%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin54th percentile

Revenue

Down

$57,771

Down $18,940 (-25%) from 2013

Expenses

Down

$54,836

Down $24,445 (-31%) from 2013

Net Income

$2,935

Up $5,505 (+214%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

Highlighted filing

2014

Assets$46,024

Liabilities$0

Net Assets$46,024

Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

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

Highlighted filing

2014

Revenue$57,771

Expenses$54,836

Net Income$2,935

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 10, 2014
Return Version: 2013v3.0
Gross Receipts: $61,348

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

Description	Grants	Expenses
STUDENT ENRICHMENT PROGRAMS	$0	$54,836

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JO WILLIAMS	Co-President	PT	$0	-	-
ANDY ROBINSON	Co-President	PT	$0	-	-
JULIE HOCHSPRUNG	Co-Vice President	PT	$0	-	-
KELLY FISHER	Co-Vice President	PT	$0	-	-
SARAH BATES	Secretary	PT	$0	-	-
JENNIFER WERNER	Treasurer	PT	$0	-	-
SAMANTHA FARIS	Co-Treasurer	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$21,369	$20,167	-	$20,167
Total Events	$21,369	$20,167	-	$20,167

Filing and Contact Details

Filer

EIN: 91-1207767
Phone: 3606766420

Signing Officer

Name: Jennifer Werner
Title: Treasurer
Phone: 3606765420
Signed: 2014-11-10
Discuss with paid preparer: Yes

Preparer

Preparer: Jack W Curnow
Phone: 3606766655

Supplemental Narrative

Additional Explanations

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

“Description: interest. Amount: 7.”

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

“Description: program service expenses. Amount: 54,836.”

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	JENNIFER WERNER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	3606766420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1041 24TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	BELLINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	98225
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	43089
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	46024
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	375
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	2935
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	43089
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	46024
IRS990EZ/FundraisingGrossIncomeAmt	0	28103
IRS990EZ/GrossReceiptsAmt	0	61348
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	1539
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	43089
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	46024
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	43089
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	46024
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JO WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ANDY ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JULIE HOCHSPRUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	KELLY FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	SARAH BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	JENNIFER WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	SAMANTHA FARIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	CO-TREASURER
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	54836
IRS990EZ/OtherRevenueTotalAmt	0	7
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	THE PTA SUPPORTS HAPPY VALLEY ELEMENTARY SCHOOL BY PROVIDING ENRICHMENT PROGRAMS AND DIRECT GRANTS TO IMPROVE EDUCATIONAL AND RECREATIONAL FACILITIES.
IRS990EZ/ProgramServiceRevenueAmt	0	31324
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	STUDENT ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	54836
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	3577
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	24526
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	54836
IRS990EZ/TotalProgramServiceExpensesAmt	0	54836
IRS990EZ/TotalRevenueAmt	0	57771
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	HTTP://HAPPEYVALLEY.BELLINGHAMSCHOOLS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	1914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	20016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	17030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	20083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	32722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	91765
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	91765
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	1914
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	20016
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	17030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	20083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	32722
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	91765
IRS990ScheduleA/TotalSupportAmt	0	91765
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt	0	1202
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt	0	1202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	21369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	21369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	20167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	20167
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	FUN RUN & ICE CREAM SOCIAL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	20167
IRS990ScheduleG/SpecialFundraisingEventsInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: PROGRAM SERVICE EXPENSES. AMOUNT: 54,836.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE 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/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JENNIFER WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3606765420
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	HAPPY VALLEY PTA 2 3 35
ReturnHeader/Filer/BusinessNameControlTxt	0	HAPP
ReturnHeader/Filer/EIN	0	911207767
ReturnHeader/Filer/PhoneNum	0	3606766420
ReturnHeader/Filer/USAddress/AddressLine1	0	2003 65TH AVENUE
ReturnHeader/Filer/USAddress/City	0	TACOMA
ReturnHeader/Filer/USAddress/State	0	WA
ReturnHeader/Filer/USAddress/ZIPCode	0	98466
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	260412994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	CURNOW & CURNOW PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1720 IOWA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	BELLINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	982294702
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3606766655
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JACK W CURNOW
ReturnHeader/ReturnTs	0	2014-11-12T18:58:00-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $46,024
Liabilities: $0
Net assets: $46,024
Revenue: $57,771
Expenses: $54,836
Net income: $2,935

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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