Civic Intelligence

Happy Valley PTA 2335

990EZ • Fiscal year 2020 • EIN 91-1207767

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 27, 2020

Organization ProfileHAPPYVALLEY.BELLINGHAMSCHOOLS.ORG
1304 S Fawcett AvenueTacoma, WA 98402

(360) 676-6420

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

44th percentile

1.4%

Higher net margin than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

1.6%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

10%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$31,892

Up $515 (+1.6%) from 2019

Net Assets

Up

$31,892

Up $515 (+1.6%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Up

$37,543

Up $3,535 (+10%) from 2019

Expenses

Up

$37,028

Up $5,440 (+17%) from 2019

Net Income

Down

$515

Down $1,905 (-79%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2020

Assets$31,892
Liabilities-
Net Assets$31,892
Open 2020 Filing

Operations Trend

Revenue Growth73rd 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

2020

Revenue$37,543
Expenses$37,028
Net Income$515
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 27, 2020
Return Version
2019v5.0
Gross Receipts
$47,146
Mission and Program Overview

Mission

Student enrichment programs

Program Services

DescriptionGrantsExpenses
STUDENT ENRICHMENT PROGRAMS$35,744-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATE POLSELLIPresidentPT$0--
LINDSEY INGRAMTreasurerPT$0--
JOSIE MELTONSecretaryPT$0--
JAYNIE GABLEHOUSEVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run & Celebration$27,877$27,877$2,516$25,361
Scholastic Book Fair$5,608$5,608$5,608$0
Total Events$33,485$33,485$8,124$25,361
Filing and Contact Details

Filer

Filer Name
Happy Valley Pta 2335
EIN
91-1207767
Phone
3606766420
Address
1304 S FAWCETT AVENUE, TACOMA, WA 98402

Signing Officer

Name
Lindsey Ingram
Title
Treasurer
Signed
2020-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119-2065
Preparer
Kent M Christensen CPA
Phone
8019724800
Supplemental Narrative

Additional Explanations

Other Expenses.1

“STUDENT SERVICES $12785”

Other Expenses.2

“TEACHER SERVICES $11678”

Other Expenses.3

“Classroom learning $10889”

Other Expenses.4

“ADMINISTRATION $1284”

Other Expenses.5

“Membership Expenses $392”

Raw XML Appendix174 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/BooksInCareOfDetail/PhoneNum03606766420
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098225
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031377
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01184
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt0460
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031377
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031892
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATE POLSELLI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSIE MELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAYNIE GABLEHOUSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037028
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT ENRICHMENT PROGRAMS
IRS990EZ/ProgramServiceRevenueAmt011980
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035744
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09603
IRS990EZ/SpecialEventsNetIncomeLossAmt023882
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037028
IRS990EZ/TotalProgramServiceExpensesAmt035744
IRS990EZ/TotalRevenueAmt037543
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://HAPPYVALLEY.BELLINGHAMSCHOOLS.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07537
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016429
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033485
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043677
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028593
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt028030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0133785
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011980
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011768
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt040456
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt031106
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt095310
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt098
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245524
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt076586
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IRS990ScheduleA/Total509Grp/TotalAmt0245524
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058830
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063060
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245622
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08124
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN & CELEBRATION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOLASTIC BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027877
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05608
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027877
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025361
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08124
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02516
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT SERVICES $12785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER SERVICES $11678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CLASSROOM LEARNING $10889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATION $1284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership Expenses $392
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02022-02-16 14:24:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSEY INGRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY VALLEY PTA 2335
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0911207767
ReturnHeader/Filer/PhoneNum03606766420
ReturnHeader/Filer/USAddress/AddressLine1Txt01304 S FAWCETT AVENUE
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870325228
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAYNIE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01785 WEST 2300 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841192065
ReturnHeader/PreparerPersonGrp/PhoneNum08019724800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kent M Christensen CPA
ReturnHeader/ReturnTs02020-08-27T06:35:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,892
Liabilities
-
Net assets
$31,892
Revenue
$37,543
Expenses
$37,028
Net income
$515
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