Civic Intelligence

Purdy Elementary PTA 101135

990EZ • Fiscal year 2020 • EIN 91-1237510

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization ProfileWWW.PURDYPTA.ORG
13815 62nd AvenueGig Harbor, WA 98332

(253) 732-4176

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

81st percentile

35%

Higher net margin than 81% 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

76th percentile

40%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

95th percentile

133%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$106,775

Up $30,274 (+40%) from 2019

Net Assets

Up

$106,775

Up $30,274 (+40%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$85,557

Up $48,816 (+133%) from 2019

Expenses

Up

$55,788

Up $2,455 (+4.6%) from 2019

Net Income

Up

$29,769

Up $46,361 (+279%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$150K$100K$50K$0Assets 2012: $86,691Liabilities 2012: $02012Assets 2013: $70,092Liabilities 2013: $02013Assets 2014: $118,485Liabilities 2014: $02014Assets 2015: $51,058Liabilities 2015: $02015Assets 2016: $72,746Net Assets 2016: $72,7462016Assets 2017: $55,508Liabilities 2017: $02017Assets 2018: $92,327Liabilities 2018: $02018Assets 2019: $76,501Net Assets 2019: $76,5012019Assets 2020: $106,775Net Assets 2020: $106,7752020Assets 2021: $70,571Net Assets 2021: $70,5712021Assets 2022: $112,648Net Assets 2022: $112,6482022Assets 2023: $89,913Net Assets 2023: $89,9132023Assets 2024: $97,849Net Assets 2024: $97,8492024

Highlighted filing

2020

Assets$106,775
Liabilities-
Net Assets$106,775
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

$200K$100K$0-$100KRevenue 2012: $143,547Expenses 2012: $99,305Net Income 2012: $44,2422012Revenue 2013: $49,919Expenses 2013: $66,519Net Income 2013: -$16,6002013Revenue 2014: $157,150Expenses 2014: $108,757Net Income 2014: $48,3932014Revenue 2015: $19,234Expenses 2015: $86,661Net Income 2015: -$67,4272015Revenue 2016: $121,169Expenses 2016: $99,481Net Income 2016: $21,6882016Revenue 2017: $56,048Expenses 2017: $73,286Net Income 2017: -$17,2382017Revenue 2018: $101,553Expenses 2018: $63,025Net Income 2018: $38,5282018Revenue 2019: $36,741Expenses 2019: $53,333Net Income 2019: -$16,5922019Revenue 2020: $85,557Expenses 2020: $55,788Net Income 2020: $29,7692020Revenue 2021: $7,383Expenses 2021: $43,587Net Income 2021: -$36,2042021Revenue 2022: $82,375Expenses 2022: $43,343Net Income 2022: $39,0322022Revenue 2023: $52,126Expenses 2023: $75,090Net Income 2023: -$22,9642023Revenue 2024: $81,310Expenses 2024: $73,374Net Income 2024: $7,9362024

Highlighted filing

2020

Revenue$85,557
Expenses$55,788
Net Income$29,769
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$121,891
Mission and Program Overview

Mission

The mission of purdy elementary pta is to help students realize their full potential by engaging and empowering familes through organizing volunteer and financial support for school programs and activities that enhance the educational opportunities of purdy's students, staff and community. Purdy pta is an advocate for all students attending purdy elementary and peninsula public schools.

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT AND EDUCATION. STUDENT PROGRAMS PROVIDING EDUCATIONAL AND SOCIAL DEVELOPMENT OPPORTUNITIES. PROVIDE CLUBS TO JOIN AND PARTICIPATE, PROVIDE FUNDS FOR STAFF TO ENRICH THEIR CLASSROOMS WITH MATERIALS, PUBLICATIONS, COMPUTERS, ARTS AND CULTURAL PROGRAMS.$51,776-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA PATINKINMember At Large-$0--
TIM MONTGOMERYMember At Large-$0--
JOCELYN HANSONSecretary-$0--
PATTIE REUTERPresident-$0--
JARUSHA KENYONVice President-$0--
JULIE PEROTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$83,045$83,045$3,915$79,130
Popcorn Sales$6,223$6,223$232$5,991
Total Events$94,822$94,822$25,473$69,349
Filing and Contact Details

Filer

Filer Name
Purdy Elementary Pta 101135
EIN
91-1237510
Phone
2537324176
Address
13815 62ND AVENUE, GIG HARBOR, WA 98332

Signing Officer

Name
Julie Pero
Title
Treasurer
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Collier Heggerness & Bronk Cpas Ps Inc
Address
4423 POINT FOSDICK DR NW STE 202, GIG HARBOR, WA 98335
Preparer
Alicia Heggerness CPA
Phone
2538511794
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $405”

Other Expenses.1

“Class/staff-staff resources $9860”

Other Expenses.2

“Program services-discretionary $6979”

Other Expenses.3

“Program services-lily's wheel $5655”

Other Expenses.4

“Program services-razz kids $3597”

Other Expenses.5

“Program services-drama $3550”

Other Expenses.6

“Program services-make it, take $3217”

Other Expenses.7

“Program services-yearbook $3205”

Other Expenses.8

“Program services-auction fund $2561”

Other Expenses.9

“WSPTA FEES $2064”

Other Expenses.10

“Miscellaneous-petty cash $1810”

Other Expenses.11

“Program services-steam night $1384”

Other Expenses.12

“Program services-reading eggs $1355”

Other Expenses.13

“Program services-hands on art $1200”

Other Expenses.14

“Scholarships-peninsula high $1200”

Other Expenses.15

“Program services-site word $1108”

Other Expenses.16

“Program services-assemblies $1016”

Other Expenses.17

“CLASS/STAFF-ART $700”

Other Expenses.18

“CLASS/STAFF-LIBRARY $664”

Other Expenses.19

“Class/staffteacher conference $621”

Other Expenses.20

“Program services-welcome back $554”

Other Expenses.21

“Legislative committee $500”

Other Expenses.22

“Program services-panther paws $471”

Other Expenses.23

“Class/staff-pe educational en $355”

Other Expenses.24

“Program services-movie night $250”

Other Expenses.25

“Program services-watch dogs $249”

Other Expenses.26

“BANK FEES $190”

Other Expenses.27

“Program services-emg prepare $161”

Other Expenses.28

“Hospitality-pta meetings $90”

Other Expenses.29

“CLASS/STAFF-MUSIC ED $54”

Raw XML Appendix245 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/TitleTxt0MEMBER AT LARGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0505
IRS990EZ/OtherExpensesTotalAmt055025
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF PURDY ELEMENTARY PTA IS TO HELP STUDENTS REALIZE THEIR FULL POTENTIAL BY ENGAGING AND EMPOWERING FAMILES THROUGH ORGANIZING VOLUNTEER AND FINANCIAL SUPPORT FOR SCHOOL PROGRAMS AND ACTIVITIES THAT ENHANCE THE EDUCATIONAL OPPORTUNITIES OF PURDY'S STUDENTS, STAFF AND COMMUNITY. PURDY PTA IS AN ADVOCATE FOR ALL STUDENTS ATTENDING PURDY ELEMENTARY AND PENINSULA PUBLIC SCHOOLS.
IRS990EZ/ProgramServiceRevenueAmt015584
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT AND EDUCATION. STUDENT PROGRAMS PROVIDING EDUCATIONAL AND SOCIAL DEVELOPMENT OPPORTUNITIES. PROVIDE CLUBS TO JOIN AND PARTICIPATE, PROVIDE FUNDS FOR STAFF TO ENRICH THEIR CLASSROOMS WITH MATERIALS, PUBLICATIONS, COMPUTERS, ARTS AND CULTURAL PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051776
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PURDYPTA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018029
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt093833
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0102655
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt041953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0383394
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0583097
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025473
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03871
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0POPCORN SALES
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05554
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03555
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS/STAFF-STAFF RESOURCES $9860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM SERVICES-DISCRETIONARY $6979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM SERVICES-LILY'S WHEEL $5655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM SERVICES-RAZZ KIDS $3597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM SERVICES-DRAMA $3550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAM SERVICES-MAKE IT, TAKE $3217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAM SERVICES-YEARBOOK $3205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROGRAM SERVICES-AUCTION FUND $2561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WSPTA FEES $2064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS-PETTY CASH $1810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PROGRAM SERVICES-STEAM NIGHT $1384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PROGRAM SERVICES-READING EGGS $1355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PROGRAM SERVICES-HANDS ON ART $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SCHOLARSHIPS-PENINSULA HIGH $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PROGRAM SERVICES-SITE WORD $1108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PROGRAM SERVICES-ASSEMBLIES $1016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17CLASS/STAFF-ART $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18CLASS/STAFF-LIBRARY $664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19CLASS/STAFFTEACHER CONFERENCE $621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20PROGRAM SERVICES-WELCOME BACK $554
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21LEGISLATIVE COMMITTEE $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22PROGRAM SERVICES-PANTHER PAWS $471
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23CLASS/STAFF-PE EDUCATIONAL EN $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24PROGRAM SERVICES-MOVIE NIGHT $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25PROGRAM SERVICES-WATCH DOGS $249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26BANK FEES $190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27PROGRAM SERVICES-EMG PREPARE $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28HOSPITALITY-PTA MEETINGS $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29CLASS/STAFF-MUSIC ED $54
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.29
ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PURDY ELEMENTARY PTA 101135
ReturnHeader/Filer/BusinessNameControlTxt0PURD
ReturnHeader/Filer/EIN0911237510
ReturnHeader/Filer/PhoneNum02537324176
ReturnHeader/Filer/USAddress/AddressLine1Txt013815 62ND AVENUE
ReturnHeader/Filer/USAddress/CityNm0GIG HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098332
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911543362
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLLIER HEGGERNESS & BRONK CPAS PS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04423 POINT FOSDICK DR NW STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GIG HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098335
ReturnHeader/PreparerPersonGrp/PhoneNum02538511794
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alicia Heggerness CPA
ReturnHeader/ReturnTs02020-11-13T13:34:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$106,775
Liabilities
-
Net assets
$106,775
Revenue
$85,557
Expenses
$55,788
Net income
$29,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.98$0.81$0.73$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.52$0.75$0.23
2022Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.82$0.43$0.39
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.07$0.44$0.36
2020Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.86$0.56$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.37$0.53$0.17
2018Summary only. Only limited summary data is available for this year.$0.92$0.00$1.02$0.63$0.39
2017Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.73$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.21$0.99$0.22
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.19$0.87$0.67
2014Summary only. Only limited summary data is available for this year.$1.18$0.00$1.57$1.09$0.48
2013Summary only. Only limited summary data is available for this year.$0.70$0.00$0.50$0.67$0.17
2012Summary only. Only limited summary data is available for this year.$0.87$0.00$1.44$0.99$0.44