Civic Intelligence

Frank Wagner PTA

990EZ • Fiscal year 2014 • EIN 91-1376005

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 03, 2015

115 Dickinson Rd98272

(541) 968-8778

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$22,763

No earlier filing loaded for comparison.

Net Assets

$22,763

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$27,129

No earlier filing loaded for comparison.

Expenses

$20,710

No earlier filing loaded for comparison.

Net Income

$6,419

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2014: $22,763Liabilities 2014: $0Net Assets 2014: $22,7632014

Highlighted filing

2014

Assets$22,763
Liabilities$0
Net Assets$22,763

Operations Trend

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

$30K$20K$10K$0Revenue 2014: $27,129Expenses 2014: $20,710Net Income 2014: $6,4192014

Highlighted filing

2014

Revenue$27,129
Expenses$20,710
Net Income$6,419
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 3, 2015
Return Version
2013v4.0
Gross Receipts
$52,811
Mission and Program Overview

Mission

To support the education, health, and welfare of all children and youth.

Program Services

DescriptionGrantsExpenses
Fall and Spring Book Fairs$1,373$7,376
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica AndersonPresidentPT$0--
Amy MannVice-PresidentPT$0--
Gena WeeksTreasurerPT$0--
Vijay MehtaCo-Treasurer-$0--
Jodi DeckerSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$17,594$17,594$10,353$7,241
Total Events$17,594$17,594$10,353$7,241
Filing and Contact Details

Filer

EIN
91-1376005
Phone
5419688778

Signing Officer

Name
Gena Weeks
Title
treasurer
Phone
5419688778
Signed
2015-02-03
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Revenue not reported on above Lines for Treasury Banking/Returns/Refunds

Form 990-EZ, Part I, Line 10

Educational Grants, Family/Student scholarships, Membership Dues, Membership Scholarships, MPSF Scholarships, and PTA State Fee

Form 990-EZ, Part I, Line 16

Expenses for Line 16 not covered by prior line listed expenses. 2012/13 Banking, Classroom celebrations, AIM Insurance, Annual Corp Fee, BoxTops, Clubs, Donations, Clubs, Leadership Education, Hospitality, Honorariums, Parade and Banner Budget, PTA Bucks, Watch Dogs, Yearbooks, etc.

Raw XML Appendix170 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Gena Weeks
IRS990EZ/BooksInCareOfDetail/PhoneNum05419688778
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1017525 127th St SE
IRS990EZ/BooksInCareOfDetail/USAddress/City0Snohomish
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode098290
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016344
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022763
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09649
IRS990EZ/CostOfGoodsSoldAmt08313
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt06419
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016344
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022763
IRS990EZ/FundraisingGrossIncomeAmt020954
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt0447
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02662
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-374
IRS990EZ/GrossReceiptsAmt052811
IRS990EZ/GrossSalesOfInventoryAmt07939
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0924
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016344
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022763
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016344
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022763
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt430
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jessica Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amy Mann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gena Weeks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Vijay Mehta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jodi Decker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017647
IRS990EZ/OtherRevenueTotalAmt053
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To support the education, health, and welfare of all children and youth.
IRS990EZ/PrintingPublicationsPostageAmt0401
IRS990EZ/ProgramServiceRevenueAmt012819
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fall and Spring Book Fairs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01373
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07376
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt017369
IRS990EZ/SpecialEventsNetIncomeLossAmt04032
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020710
IRS990EZ/TotalProgramServiceExpensesAmt07376
IRS990EZ/TotalRevenueAmt027129
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09108
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt09108
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09108
IRS990ScheduleA/TotalSupportAmt09108
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010353
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017594
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Cookie Dough Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07241
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010353
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010353
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Revenue not reported on above Lines for Treasury Banking/Returns/Refunds
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Educational Grants, Family/Student scholarships, Membership Dues, Membership Scholarships, MPSF Scholarships, and PTA State Fee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Expenses for Line 16 not covered by prior line listed expenses. 2012/13 Banking, Classroom celebrations, AIM Insurance, Annual Corp Fee, BoxTops, Clubs, Donations, Clubs, Leadership Education, Hospitality, Honorariums, Parade and Banner Budget, PTA Bucks, Watch Dogs, Yearbooks, etc.
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
ReasonableCauseExplanation/ExplanationTxt0We had transferred treasurers mid year and had to reconcile and manage the books and also to prepare the taxes. In addition we had to clarify line items so we could put them in the proper categories for the return and had to train ourselves to use the 990ez format.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Gena Weeks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05419688778
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10Frank Wagner PTA
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0911376005
ReturnHeader/Filer/PhoneNum05419688778
ReturnHeader/Filer/USAddress/AddressLine10115 Dickinson Rd
ReturnHeader/Filer/USAddress/City0Monroe
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098272
ReturnHeader/ReturnTs02015-02-03T15:08:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$27.1$20.7$6.42
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits