Civic Intelligence

Sunset Elementary PTA Bellevue Council 2 3 95

990 • Fiscal year 2018 • EIN 91-1240625

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

75%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$241,456

Up $51,923 (+27%) from 2017

Net Assets

Up

$241,456

Up $51,923 (+27%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$217,623

Up $93,499 (+75%) from 2017

Expenses

Up

$165,700

Up $5,095 (+3.2%) from 2017

Net Income

Up

$51,923

Up $88,404 (+242%) from 2017

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

2018

Assets$241,456
Liabilities$0
Net Assets$241,456

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

2018

Revenue$217,623
Expenses$165,700
Net Income$51,923
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$353,089
Mission and Program Overview

Mission

To support, reinforce, enhance

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$189,533$241,456▲ $51,923
Rtn Earn Endowment Incm Other Fnds$189,533$241,456▲ $51,923
Total Assets$189,533$241,456▲ $51,923
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$189,533$241,456▲ $51,923
Total Liabilities and Net Assets / Fund Balance$189,533$241,456▲ $51,923
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anne WilsonCo-president
Grace Muro-ajeCo-president
Adam DrokerCo-treasurer
Christine KingCo-treasurer
Jen MeyerCo-VP Education Enhancement
Kristen McsherryCo-VP Education Enhancement
Sarah MejlaenderCo-VP Fundraising
Sonia PorterCo-VP Fundraising
Emily AtarMember at Large
Smriti RaoSecretary
Pauline FoxVP Communications/membership
Sarah PartapVP School Relations
Natalie DanielsonVP Special Events
Revenue and Support

Revenue Composition

Contributions and Grants
$240,807
Program Service Revenue
$47,972
Investment Income
$34
Other Revenue
$-71,190
All Other Contributions
$111,138
Change in Net Assets
$51,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,609
Grants and Similar Amounts Paid$47,091
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$34,407$3,038$0$37,445
Grants to Domestic Orgs$29,063--$29,063
Grants to Domestic Individuals$18,028--$18,028
Other Expenses$8,538$0$0$8,538
Office Expenses$0$5,724$0$5,724
Fees for Services Accounting$0$1,030$0$1,030
Insurance$0$680$0$680
Fees for Services Lobbying$0$200$0$200
Total Functional Expenses$155,028$10,672$0$165,700
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bellevue School DistrictBellevue, WA501c3Classroom Support$29,063
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$132,550
Fundraising Gross Income$57,471
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$222,361$62,315$16,960$45,355
Walkathon$42,931-$3,868-
Total Events$272,097$69,120$135,466$-66,346
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
Doing Business As
Puesta Del Sol Pta 2 3 95

Signing Officer

Name
Adam Droker
Title
Treasurer
Phone
4254566143
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Wilson
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 990EZ, Part I, Line 10

Provide classroom support - aides & materials; classroom support; bellevue school district: 12111 ne

Form 990EZ, Part I, Line 16

Program expenses - field trips/camps 60718.

Form 990EZ, Part I, Line 16

Program expenses - educational materials/supplies 4274.

Form 990EZ, Part I, Line 16

Program expenses - drama club 6299.

Form 990EZ, Part I, Line 16

Program expenses - community outreach 8538.

Form 990EZ, Part I, Line 16

Program expenses - math/science 5822.

Form 990EZ, Part I, Line 16

Program expenses - dance 12412.

Form 990EZ, Part I, Line 16

Program expenses - bomba/tambores 15156.

Form 990EZ, Part I, Line 16

INSURANCE 200.

Form 990EZ, Part I, Line 16

MISCELLANEOUS 950.

Form 990, Part III, Line 4D

Community outreach programs including yearbook for 12650. 4112. 8305.

Form 990, Part IX, Line 24E

Spirit wear expense 1199. 1199. 0. 0.

Form 990, Part IX, Line 24E

Latin dance expense 15156. 15156. 0. 0.

Form 990, Part IX, Line 24E

Bomba/tambores expense 5931. 5931. 0. 0.

Form 990, Part IX, Line 24E

Math/science programs 5822. 5822. 0. 0.

Form 990, Part IX, Line 24E

Drama club expense 6299. 6299. 0. 0.

Form 990, Part IX, Line 24E

Miscellaneous 2246. 0. 2246. 0.

Form 990, Part IX, Line 24E

Awards-recognition 792. 0. 792. 0.

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IRS990/ProgramServiceRevenueGrp/Desc0STUDENT ENRICHMENT PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1STUDENT ACTIVITIES PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2COMMUNITY OUTREACH/YEARBOOK
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07913
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt131754
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28305
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE MATERIALS AND SUPPLIES FOR 24 CLASSROOMS AS WELL AS BOOKS FOR THE LIBRARY. PROVIDE CLASSROOMS WITH SPANISH & ENGLISH LITERACY MATERIALS. TOTAL STUDENTS SUPPORTED 570
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05714
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01440
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE/SUPPORT VARIOUS CLUB ACTIVITIES WHICH GIVE YOUNG CHILDREN AN OPPORTUNITY TO LEARN HOW TO WORK WITH OTHERS IN THEIR COMMUNITY TO ACCOMPLISH A COMMON GOAL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt034407
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt031754
IRS990/ProgSrvcAccomActyOtherGrp/Desc0COMMUNITY OUTREACH PROGRAMS INCLUDING YEARBOOK FOR STUDENTS AND PARENTS. PROVIDE FUNDING TO OTHER STUDENTS AND PARENTS. PROVIDE FUNDING TO OTHER
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt012650
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt04112
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt08305
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IRS990/PYBenefitsPaidToMembersAmt04087
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IRS990/PYInvestmentIncomeAmt034
IRS990/PYOtherExpensesAmt0116089
IRS990/PYOtherRevenueAmt064870
IRS990/PYProgramServiceRevenueAmt044376
IRS990/PYRevenuesLessExpensesAmt0-36481
IRS990/PYTotalExpensesAmt0179632
IRS990/PYTotalRevenueAmt0143151
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt051923
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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IRS990/RevenueAmt07913
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0189533
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0241456
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt02526
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt06241
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt024723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0240807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0199081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt081335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0205368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0764548
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0150507
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0177502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0660114
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022
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IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98250
IRS990ScheduleA/PublicSupportPY509Pct00.98100
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01399939
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt04000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt08011
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt02526
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt06241
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt024723
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0353055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0143117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0349588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0196032
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0382870
IRS990ScheduleA/Total509Grp/TotalAmt01424662
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01424816
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
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IRS990ScheduleC/VolunteersInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0160046
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0135466
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0222361
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt042931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06805
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt062315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt069120
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-66346
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt082888
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt082888
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02916
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023744
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016960
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03868
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt028834
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt028834
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018028
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STIPEND FOR TEACHING SUPPLIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0561
IRS990ScheduleI/RecipientTable/CashGrantAmt029063
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

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