Civic Intelligence

Queen Anne High School Alumni Association

990EZ • Fiscal year 2015 • EIN 91-1219753

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

PO Box 9128Seattle, WA 98109-0128

(206) 285-0582

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

37th percentile

-7.0%

Faster revenue growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$150,726

Up $3,698 (+2.5%) from 2014

Net Assets

Up

$147,288

Up $3,657 (+2.5%) from 2014

Liabilities

Up

$3,438

Up $41 (+1.2%) from 2014

Revenue

Down

$43,804

Down $3,309 (-7.0%) from 2014

Expenses

Down

$37,030

Down $2,250 (-5.7%) from 2014

Net Income

Down

$6,774

Down $1,059 (-14%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $115,437Liabilities 2011: $3,5942011Assets 2012: $130,862Liabilities 2012: $3,7392012Assets 2013: $136,395Liabilities 2013: $2,677Net Assets 2013: $133,7182013Assets 2014: $147,028Liabilities 2014: $3,397Net Assets 2014: $143,6312014Assets 2015: $150,726Liabilities 2015: $3,438Net Assets 2015: $147,2882015Assets 2019: $338,694Liabilities 2019: $8,0052019Assets 2020: $378,348Liabilities 2020: $8,1932020Assets 2021: $383,972Liabilities 2021: $9,224Net Assets 2021: $374,7482021Assets 2022: $368,754Liabilities 2022: $5,906Net Assets 2022: $362,8482022Assets 2023: $422,820Liabilities 2023: $22,008Net Assets 2023: $400,8122023Assets 2024: $474,110Liabilities 2024: $22,800Net Assets 2024: $451,3102024

Highlighted filing

2015

Assets$150,726
Liabilities$3,438
Net Assets$147,288

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $34,192Expenses 2011: $30,630Net Income 2011: $3,5622011Revenue 2012: $43,898Expenses 2012: $31,938Net Income 2012: $11,9602012Revenue 2013: $44,062Expenses 2013: $39,450Net Income 2013: $4,6122013Revenue 2014: $47,113Expenses 2014: $39,280Net Income 2014: $7,8332014Revenue 2015: $43,804Expenses 2015: $37,030Net Income 2015: $6,7742015Revenue 2019: $166,022Expenses 2019: $31,092Net Income 2019: $134,9302019Revenue 2020: $37,655Expenses 2020: $18,305Net Income 2020: $19,3502020Revenue 2021: $36,603Expenses 2021: $50,441Net Income 2021: -$13,8382021Revenue 2022: $90,287Expenses 2022: $41,048Net Income 2022: $49,2392022Revenue 2023: $58,387Expenses 2023: $49,181Net Income 2023: $9,2062023Revenue 2024: $79,822Expenses 2024: $47,896Net Income 2024: $31,9262024

Highlighted filing

2015

Revenue$43,804
Expenses$37,030
Net Income$6,774
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Gross Receipts
$45,408
Mission and Program Overview

Mission

The purpose of this Corporation is to promote public education through the establishment of endowments; to continue the active role of Queen Anne High School in the community; to promote fellowship among alumni, teachers and friends of Queen Anne; and to honor and keep alive the name of Queen Anne High School.

Promote public education through the establishment of endowments and scholarships; honor and keep alive the name of Queen Anne High School(QAHS); and promote fellowship among alumni, teachers arid friends of QAHS.

Program Services

DescriptionGrantsExpenses
Provide annual scholarships to descendents of Queen Anne High School Alumni, in 2015 30 schoIarships were awarded.$0$15,000
Publish a semi-annual newsletter,sent free to 10,000 Queen Anne High School Alumni, with articles about the scholarships, school and alumni history and community events.$0$12,915
Present annually a spring luncheon, summer picnic and a fall annual meeting luncheon to promote fellowship among Queen Anne High School alumni and seek funding support for our scholarship program.$0$4,751
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheridan Peck MoodyPresidentPT$0--
Kim R TurnerVice-PresidentPT$0--
Marguerite Nichols BirchSecretaryPT$0--
Claudia Kettles LovgrenTreasurer-$0--
Jaclyn G Moore ZobristCorres. Sec.PT$0--
Alecia NowakBoardmember-$0--
Glo Gleason HolcombBoardmember-$0--
Jerry S Samuelson SamuelsenBoardmemberPT$0--
John A WedebergBoardmember-$0--
Katharyn E GaylordBoardmember-$0--
Jeanne Hayes WarrenBoardmember-$0--
Joellyn Wayt JohnsonBoardmember-$0--
Jim LePenskeBoardmember-$0--
Sally Villaluz GhormleyBoardmemberPT$0--
John P HennesNon-Bd: ArchivesPT$0--
Lee D ZobristNon-Bd: DbaPT$0--
Carly AveryNon-Bd: Newsletter EditorPT$0--
Shaun K McMahanNon-Bd: ScholarshipsPT$0--
Donald M ThompsonNon-Bd: WebmasterPT$0--
Filing and Contact Details

Filer

Filer Name
Queen Anne High School Alumni Assocation
EIN
91-1219753
Phone
2062850582
Address
PO BOX 9128, SEATTLE, WA 98109-0128

Signing Officer

Name
Lee Zobrist
Title
Asst. Treasurer
Phone
2062850582
Signed
2016-05-02
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Sale of surplus year books

Form 990-EZ, Part I, Line 10

Provided 30 scholarships to 30 individual students in the amount of $500 each.

Form 990-EZ, Part I, Line 16

Bank Fees: $217 Cost of Program Events: $4,751 Licenses and Permits: $10 Website Fees: $43; Gift: $155 Insurance: $500 Office Supplies: $134

Form 990-EZ, Part I, Line 20

Unrealized Cap Loss

Form 990-EZ, Part II, Line 24

Logo merchandise inventory

Form 990-EZ, Part II, Line 26

Funds held for class reunion committees and accrued state sales tax.

Raw XML Appendix288 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Sheridan Peck Moody
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marguerite Nichols Birch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Claudia Kettles Lovgren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jaclyn G Moore Zobrist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Alecia Nowak
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jerry S Samuelson Samuelsen
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Katharyn E Gaylord
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Joellyn Wayt Johnson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14John P Hennes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Lee D Zobrist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Carly Avery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Shaun K McMahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18Donald M Thompson
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037757
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029662
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0163883
IRS990ScheduleA/TotalSupportAmt0177924
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sale of surplus year books
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Provided 30 scholarships to 30 individual students in the amount of $500 each.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees: $217 Cost of Program Events: $4,751 Licenses and Permits: $10 Website Fees: $43; Gift: $155 Insurance: $500 Office Supplies: $134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unrealized Cap Loss
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Logo merchandise inventory
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Funds held for class reunion committees and accrued state sales tax.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Zobrist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Asst. Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02062850582
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Queen Anne High School Alumni Assocation
ReturnHeader/Filer/BusinessNameControlTxt0QUEE
ReturnHeader/Filer/EIN0911219753
ReturnHeader/Filer/PhoneNum02062850582
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9128
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0981090128
ReturnHeader/ReturnTs02016-04-22T19:42:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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