Civic Intelligence

Sunset Elementary PTA Bellevue Council 2 3 95

990 • Fiscal year 2015 • EIN 91-1240625

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

1304 S Fawcett AveTacoma, WA 98402

(425) 456-6143

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

18th percentile

-16%

Higher net margin than 18% 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

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

13th percentile

-37%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Down

$151,320

Down $25,869 (-15%) from 2014

Net Assets

Down

$151,320

Down $25,869 (-15%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$158,201

Down $94,620 (-37%) from 2014

Expenses

Up

$184,070

Up $1,845 (+1.0%) from 2014

Net Income

Down

-$25,869

Down $96,465 (-137%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $128,594Liabilities 2011: $0Net Assets 2011: $128,5942011Assets 2012: $138,412Liabilities 2012: $0Net Assets 2012: $138,4122012Assets 2013: $106,593Liabilities 2013: $0Net Assets 2013: $106,5932013Assets 2014: $177,189Liabilities 2014: $0Net Assets 2014: $177,1892014Assets 2015: $151,320Liabilities 2015: $0Net Assets 2015: $151,3202015Assets 2016: $226,014Liabilities 2016: $0Net Assets 2016: $226,0142016Assets 2017: $189,533Net Assets 2017: $189,5332017Assets 2018: $241,456Liabilities 2018: $0Net Assets 2018: $241,4562018Assets 2019: $225,330Liabilities 2019: $02019Assets 2020: $242,277Net Assets 2020: $242,2772020Assets 2021: $228,968Net Assets 2021: $228,9682021Assets 2022: $237,743Net Assets 2022: $237,7432022Assets 2023: $231,950Net Assets 2023: $231,9502023Assets 2024: $300,734Liabilities 2024: $0Net Assets 2024: $300,7342024

Highlighted filing

2015

Assets$151,320
Liabilities$0
Net Assets$151,320

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $219,529Expenses 2011: $215,228Net Income 2011: $4,3012011Expenses 2012: $201,8472012Revenue 2013: $149,606Expenses 2013: $182,836Net Income 2013: -$33,2302013Revenue 2014: $252,821Expenses 2014: $182,225Net Income 2014: $70,5962014Revenue 2015: $158,201Expenses 2015: $184,070Net Income 2015: -$25,8692015Revenue 2016: $238,323Expenses 2016: $163,629Net Income 2016: $74,6942016Revenue 2017: $124,124Expenses 2017: $160,605Net Income 2017: -$36,4812017Revenue 2018: $217,623Expenses 2018: $165,700Net Income 2018: $51,9232018Revenue 2019: $153,156Expenses 2019: $169,282Net Income 2019: -$16,1262019Revenue 2020: $125,340Expenses 2020: $108,393Net Income 2020: $16,9472020Revenue 2021: $39,750Expenses 2021: $53,058Net Income 2021: -$13,3082021Revenue 2022: $89,134Expenses 2022: $80,359Net Income 2022: $8,7752022Revenue 2023: $117,605Expenses 2023: $123,398Net Income 2023: -$5,7932023Revenue 2024: $236,850Expenses 2024: $168,067Net Income 2024: $68,7832024

Highlighted filing

2015

Revenue$158,201
Expenses$184,070
Net Income-$25,869
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$196,061
Mission and Program Overview

Mission

To support, reinforce, enhance

To support, reinforce, enhance and promote out children's education, health and well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$177,189$151,320▼ $25,869
Cash and Non-Interest-Bearing Accounts$140,265$114,368▼ $25,897
Savings and Temporary Cash Investments$36,924$36,952▲ $28
Total Assets$177,189$151,320▼ $25,869
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$177,189$151,320▼ $25,869
Total Liabilities and Net Assets / Fund Balance$177,189$151,320▼ $25,869
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julee SeibelCo-president
Lisa DemboCo-president
Laura DooleyCo-treasurer
Tamzin AndersonCo-treasurer
Annie RobinsonCo-VP Admin Support
Lisa BlizzardCo-VP Admin Support
Crystal ColdironCo-VP Ed Enhancement
Kathryn PizzoCo-VP Ed Enhancement
Brenda RoselliniCo-VP Fundraising
Mary CastilloCo-VP Fundraising
Renee HaniuSecretary
Gg HaightVP Special Events
Melissa RichardsonVP Teacher Relations
Revenue and Support

Revenue Composition

Contributions and Grants
$81,335
Program Service Revenue
$85,997
Investment Income
$29
Other Revenue
$-9,160
All Other Contributions
$29,002
Change in Net Assets
$-25,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,704
Grants and Similar Amounts Paid$48,366
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$42,714$1,216$0$43,930
Grants to Domestic Orgs$32,896--$32,896
Grants to Domestic Individuals$15,470--$15,470
Other Expenses$8,010$0$0$8,010
Office Expenses$0$4,815$0$4,815
Insurance$0$590$0$590
Fees for Services Lobbying$0$200$0$200
Total Functional Expenses$177,249$6,821$0$184,070
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bellevue School DistrictBellevue, WA501c3Classroom Support$32,896
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$23,657
Fundraising Gross Income$13,144
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$42,605-$3,976-
Auction$21,297$12,115$3,882$8,233
Total Events$63,902$12,115$22,628$-10,513
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Sunset Elementary Pta Bellevue Council 2 3 95
EIN
91-1240625
Phone
4254566143
Address
1304 S FAWCETT AVE, TACOMA, WA 98402

Signing Officer

Name
Tamzin Anderson
Title
Treasurer
Phone
4254566143
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Dembo
Formed
1985
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
200

Preparer

Firm
BABER & MASON CPAsPS
Address
7525 SE 24th Street Suite 360, MERCER ISLAND, WA 98040
Preparer
Phillip C Baber CPA
Phone
2062360734
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The treasurer reviews the 990 prior to filing and then provides a copy of the 990 for the board to review (full board review is completed after the return is filed).

Form 990, Part III, Line 4D

Community outreach programs including yearbook for 10097. 2087. 7610.

Form 990, Part IX, Line 24F

Spirit wear expense 1726. 1726. 0. 0. Latin dance expense 2721. 2721. 0. 0. Bomba/tambores expense 10970. 10970. 0. 0. Math/science programs 16059. 16059. 0. 0. Drama club expense 11238. 11238. 0. 0. Miscellaneous 835. 0. 835. 0. Awards-recognition 381. 0. 381. 0.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0180911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0195416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0742496
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0109
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0181
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0114697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0177502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0145400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0152218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0674039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0181
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98680
IRS990ScheduleA/PublicSupportPY509Pct00.98910
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01398027
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt02526
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt06241
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt02596
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01872
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt05273
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt018508
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0196032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0382870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0163688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0326311
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0347634
IRS990ScheduleA/Total509Grp/TotalAmt01416535
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01416716
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/OtherActivitiesAmt0200
IRS990ScheduleC/OtherActivitiesInd0true
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE PTA DONATED $200 TOWARD BELLEVUE SCHOOLS LEVY CAMPAIGN
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt II-B Line 1
IRS990ScheduleC/TotalLobbyingExpendituresAmt0200
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt051787
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt09182
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt042605
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022628
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021297
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt042605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012115
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10513
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt09770
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt09770
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07858
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03882
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03976
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt015470
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STIPEND FOR TEACHING SUPPLIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt033
IRS990ScheduleI/RecipientTable/CashGrantAmt032896
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CLASSROOM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BELLEVUE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0916001637
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012111 NE 1ST STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BELLEVUE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098005
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWS THE 990 PRIOR TO FILING AND THEN PROVIDES A COPY OF THE 990 FOR THE BOARD TO REVIEW (FULL BOARD REVIEW IS COMPLETED AFTER THE RETURN IS FILED).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMUNITY OUTREACH PROGRAMS INCLUDING YEARBOOK FOR 10097. 2087. 7610.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPIRIT WEAR EXPENSE 1726. 1726. 0. 0. LATIN DANCE EXPENSE 2721. 2721. 0. 0. BOMBA/TAMBORES EXPENSE 10970. 10970. 0. 0. MATH/SCIENCE PROGRAMS 16059. 16059. 0. 0. DRAMA CLUB EXPENSE 11238. 11238. 0. 0. MISCELLANEOUS 835. 0. 835. 0. AWARDS-RECOGNITION 381. 0. 381. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0177189
IRS990/TotalAssetsEOYAmt0151320
IRS990/TotalAssetsGrp/BOYAmt0177189
IRS990/TotalAssetsGrp/EOYAmt0151320
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt081335
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06821
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0177249
IRS990/TotalFunctionalExpensesGrp/TotalAmt0184070
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0177189
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0151320
IRS990/TotalOtherProgSrvcExpenseAmt010097
IRS990/TotalOtherProgSrvcGrantAmt02087
IRS990/TotalOtherProgSrvcRevenueAmt07610
IRS990/TotalProgramServiceExpensesAmt0177249
IRS990/TotalProgramServiceRevenueAmt085997

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$2.37$1.68$0.69
2023Detailed filing. Detailed filing data is available for this year.$2.32$2.32$1.18$1.23$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.38$2.38$0.89$0.80$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.29$2.29$0.40$0.53$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.42$2.42$1.25$1.08$0.17
2019Summary only. Only limited summary data is available for this year.$2.25$0.00$1.53$1.69$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$2.18$1.66$0.52
2017Detailed filing. Detailed filing data is available for this year.$1.90$1.90$1.24$1.61$0.36
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$2.38$1.64$0.75
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.58$1.84$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$2.53$1.82$0.71
2013Summary only. Only limited summary data is available for this year.$1.07$0.00$1.07$1.50$1.83$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$2.02
2011Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$2.20$2.15$0.04