Civic Intelligence

Green Lake Elementary School Parent Teacher Association

990 • Fiscal year 2017 • EIN 91-1442923

Jul 01, 2016 to Jun 30, 2017 • Filed on Jun 08, 2018

2400 N 65th StSeattle, WA 98103

(206) 252-5320

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$92,932

Down $34,511 (-27%) from 2016

Net Assets

Down

$92,932

Down $34,511 (-27%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$249,646

Down $62,061 (-20%) from 2016

Expenses

Up

$284,157

Up $35,013 (+14%) from 2016

Net Income

Down

-$34,511

Down $97,074 (-155%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $39,236Liabilities 2011: $0Net Assets 2011: $39,2362011Assets 2012: $62,938Liabilities 2012: $0Net Assets 2012: $62,9382012Assets 2013: $56,361Liabilities 2013: $0Net Assets 2013: $56,3612013Assets 2014: $46,681Liabilities 2014: $0Net Assets 2014: $46,6812014Assets 2015: $64,880Liabilities 2015: $0Net Assets 2015: $64,8802015Assets 2016: $127,443Liabilities 2016: $0Net Assets 2016: $127,4432016Assets 2017: $92,932Liabilities 2017: $0Net Assets 2017: $92,9322017Assets 2018: $152,778Liabilities 2018: $0Net Assets 2018: $152,7782018Assets 2019: $179,435Liabilities 2019: $0Net Assets 2019: $179,4352019Assets 2020: $228,308Liabilities 2020: $0Net Assets 2020: $228,3082020Assets 2021: $435,773Liabilities 2021: $0Net Assets 2021: $435,7732021Assets 2022: $146,804Liabilities 2022: $0Net Assets 2022: $146,8042022Assets 2023: $118,668Liabilities 2023: $0Net Assets 2023: $118,6682023Assets 2024: $116,972Liabilities 2024: $0Net Assets 2024: $116,9722024

Highlighted filing

2017

Assets$92,932
Liabilities$0
Net Assets$92,932

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $196,507Expenses 2011: $196,134Net Income 2011: $3732011Revenue 2012: $200,683Expenses 2012: $176,981Net Income 2012: $23,7022012Revenue 2013: $186,363Expenses 2013: $192,940Net Income 2013: -$6,5772013Revenue 2014: $192,549Expenses 2014: $202,229Net Income 2014: -$9,6802014Revenue 2015: $215,338Expenses 2015: $197,139Net Income 2015: $18,1992015Revenue 2016: $311,707Expenses 2016: $249,144Net Income 2016: $62,5632016Revenue 2017: $249,646Expenses 2017: $284,157Net Income 2017: -$34,5112017Revenue 2018: $285,183Expenses 2018: $225,337Net Income 2018: $59,8462018Revenue 2019: $271,173Expenses 2019: $244,516Net Income 2019: $26,6572019Revenue 2020: $303,044Expenses 2020: $254,171Net Income 2020: $48,8732020Revenue 2021: $375,783Expenses 2021: $168,318Net Income 2021: $207,4652021Revenue 2022: $256,069Expenses 2022: $545,038Net Income 2022: -$288,9692022Revenue 2023: $195,840Expenses 2023: $223,976Net Income 2023: -$28,1362023Revenue 2024: $222,940Expenses 2024: $224,636Net Income 2024: -$1,6962024

Highlighted filing

2017

Revenue$249,646
Expenses$284,157
Net Income-$34,511
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jun 8, 2018
Return Version
2016v3.1
Gross Receipts
$364,007
Mission and Program Overview

Mission

To promote the health, welfare and education of the children at green lake elementary school through pta sponsored activites and programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$105,232$80,275▼ $24,957
Cash and Non-Interest-Bearing Accounts$22,211$12,657▼ $9,554
Total Assets$127,443$92,932▼ $34,511
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$127,443$92,932▼ $34,511
Total Net Assets Fund Balance$127,443$92,932▼ $34,511
Total Liabilities and Net Assets / Fund Balance$127,443$92,932▼ $34,511
Compensation and Service Providers

Board Members and Trustees

NameTitle
Maggie GoodnowCo-president
Molly GoldmanCo-president
Beth WylieCo-treasurer
Lindsey WinterCo-treasurer
Jane KellerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$13,995
Program Service Revenue
$45,156
Investment Income
$43
Other Revenue
$190,452
All Other Contributions
$11,547
Change in Net Assets
$-34,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$149,641
Other Expenses$134,516
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$143,864--$143,864
All Other Expenses$50,665--$50,665
Other Expenses$14,113--$14,113
Grants to Domestic Individuals$5,777--$5,777
Office Expenses$272$924-$1,196
Fees for Services Accounting-$840-$840
Insurance-$505-$505
Advertising$171--$171
Total Functional Expenses$281,888$2,269$0$284,157
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greenlake Elementary SchoolSeattle, WAGovSupp Staff$143,864
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$304,813
Fundraising Direct Expenses$114,361
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$181,543$181,543$58,861$122,682
Christmas Tree$86,453$86,453$46,676$39,777
Total Events$302,331$302,331$112,795$189,536
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The pta has members that can be parents, teachers, or members of the community. A membership for is submitted and a small fee paid. The members elect the board of directors each spring for the following year. The members also approve the budget and have the responsibility to vote on any expenditures over 1,000.

Form 990, Page 6, Part VI, Line 7A

The members elect the board of directors each spring for the following year.

Form 990, Page 6, Part VI, Line 7B

The members approve the budget and have the responsibility to vote on any expenditures over 1,000.

Form 990, Page 6, Part VI, Line 11B

A copy of this form 990 was e-mailed to the board of directors for review prior to filing.

Form 990, Page 6, Part VI, Line 19

Copies of governing documents and tax returns will be made available upon request.

Filing and Contact Details

Filer

Filer Name
Greenlake Elementary School Pta
EIN
91-1442923
Phone
2062525320
Address
2400 N 65TH ST, SEATTLE, WA 98103

Signing Officer

Name
Beth Wylie
Title
Co-treasurer
Phone
2062525320
Signed
2018-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maggie Goodnow
Formed
1987
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
University Associates
Address
5048 ROOSEVELT WAY NE, SEATTLE, WA 98105-3611
Preparer
Virgil Woodfield CPA
Phone
2065262427
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

School building and grounds improvement.

Form 990, Part IX, Line 24E

Music instrumental 10,000 0 0 swim program 7,822 0 0 student activities supp 7,785 0 0 music vocal 6,501 0 0 family events/support 5,052 0 0 environment/building/grnd 3,550 0 0 staff appreciation 2,076 0 0 artist in residence 1,486 0 0 membership dues exp 1,428 0 0 graduation legacy 1,207 0 0 assemblies/theater 1,050 0 0 childcare for meetings 870 0 0 volunteer recognition 787 0 0 pta staff recognition 500 0 0 pta meeting speakers 400 0 0 yearbook printing 184 0 0 field trips 56 0 0 administrative pta -89 0 0 total 50,665 0 0

Raw XML Appendix374 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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt058861
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt046676
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01560
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1760
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt23347
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt3110
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP STUDENT ACTIV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FAMILY SUPPORT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2MINI-GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3STUDENT COMMUNITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4NURSE
IRS990ScheduleI/RecipientTable/CashGrantAmt0143864
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPP STAFF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GREENLAKE ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02400 N 65TH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098103
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL BUILDING AND GROUNDS IMPROVEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PTA HAS MEMBERS THAT CAN BE PARENTS, TEACHERS, OR MEMBERS OF THE COMMUNITY. A MEMBERSHIP FOR IS SUBMITTED AND A SMALL FEE PAID. THE MEMBERS ELECT THE BOARD OF DIRECTORS EACH SPRING FOR THE FOLLOWING YEAR. THE MEMBERS ALSO APPROVE THE BUDGET AND HAVE THE RESPONSIBILITY TO VOTE ON ANY EXPENDITURES OVER 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE BOARD OF DIRECTORS EACH SPRING FOR THE FOLLOWING YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS APPROVE THE BUDGET AND HAVE THE RESPONSIBILITY TO VOTE ON ANY EXPENDITURES OVER 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THIS FORM 990 WAS E-MAILED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES OF GOVERNING DOCUMENTS AND TAX RETURNS WILL BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUSIC INSTRUMENTAL 10,000 0 0 SWIM PROGRAM 7,822 0 0 STUDENT ACTIVITIES SUPP 7,785 0 0 MUSIC VOCAL 6,501 0 0 FAMILY EVENTS/SUPPORT 5,052 0 0 ENVIRONMENT/BUILDING/GRND 3,550 0 0 STAFF APPRECIATION 2,076 0 0 ARTIST IN RESIDENCE 1,486 0 0 MEMBERSHIP DUES EXP 1,428 0 0 GRADUATION LEGACY 1,207 0 0 ASSEMBLIES/THEATER 1,050 0 0 CHILDCARE FOR MEETINGS 870 0 0 VOLUNTEER RECOGNITION 787 0 0 PTA STAFF RECOGNITION 500 0 0 PTA MEETING SPEAKERS 400 0 0 YEARBOOK PRINTING 184 0 0 FIELD TRIPS 56 0 0 ADMINISTRATIVE PTA -89 0 0 TOTAL 50,665 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0127443
IRS990/TotalAssetsEOYAmt092932
IRS990/TotalAssetsGrp/BOYAmt0127443
IRS990/TotalAssetsGrp/EOYAmt092932
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt013995
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02269
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0281888
IRS990/TotalFunctionalExpensesGrp/TotalAmt0284157
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0127443
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt092932
IRS990/TotalOtherProgSrvcExpenseAmt02380
IRS990/TotalProgramServiceExpensesAmt0281888
IRS990/TotalProgramServiceRevenueAmt045156
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045199
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0249646
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0127443
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt092932
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0127443
IRS990/UnrestrictedNetAssetsGrp/EOYAmt092932
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.GREENLAKEDRAGONS.ORG
IRS990/WhistleblowerPolicyInd0false
ReasonableCauseExplanation/ExplanationTxt0AS THE RECORDS COULD NOT BE PROVIDED EARLY ENOUGH TO THE TAX PREPARER TO BE COMPLETED BY THE EXTENDED DUE DATE, AND A PENALTY WOULD BE A TREMENDOUS HARDSHIP, WE REQUEST ANY PENALTY BE ABATED.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH WYLIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02062525320
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREENLAKE ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0911442923
ReturnHeader/Filer/PhoneNum02062525320
ReturnHeader/Filer/USAddress/AddressLine1Txt02400 N 65TH ST
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05DEF41427DC48FDD226C8A5617A59AD06F12777A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0975D68F27C60C19BAB16F187FAAC0D3F1972377B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911863395
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UNIVERSITY ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05048 ROOSEVELT WAY NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981053611
ReturnHeader/PreparerPersonGrp/PhoneNum02065262427
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIRGIL WOODFIELD CPA
ReturnHeader/ReturnTs02018-06-11T10:50:32-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$2.23$2.25$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$1.96$2.24$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$2.56$5.45$2.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$3.76$1.68$2.07
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$3.03$2.54$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$2.71$2.45$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$2.85$2.25$0.60
2017Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$2.50$2.84$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$3.12$2.49$0.63
2015Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$2.15$1.97$0.18
2014Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$1.93$2.02$0.10
2013Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$1.86$1.93$0.07
2012Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$2.01$1.77$0.24
2011Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$1.97$1.96$0.00