Civic Intelligence

Kellogg Marsh PTA 7 4 8

990EZ • Fiscal year 2017 • EIN 91-1449272

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

Organization ProfileN/A
1304 South FawcettTacoma, WA 98402

(360) 658-5671

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 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

71st percentile

15%

Higher net margin than 71% 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

84th percentile

48%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$17,722

Flat from 2017

Net Assets

$17,722

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Flat

$38,315

Flat from 2017

Expenses

Flat

$32,528

Flat from 2017

Net Income

Flat

$5,787

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$60K$40K$20K$0Assets 2011: $31,888Liabilities 2011: $02011Assets 2012: $33,067Liabilities 2012: $02012Assets 2013: $34,535Liabilities 2013: $02013Assets 2014: $37,872Net Assets 2014: $37,8722014Assets 2015: $42,212Net Assets 2015: $42,2122015Assets 2016: $11,935Net Assets 2016: $11,9352016Assets 2017: $17,722Net Assets 2017: $17,7222017Assets 2017: $17,722Liabilities 2017: $02017Assets 2018: $22,106Net Assets 2018: $22,1062018Assets 2019: $26,932Net Assets 2019: $26,9322019Assets 2020: $17,213Net Assets 2020: $17,2132020Assets 2021: $12,877Liabilities 2021: $02021Assets 2022: $26,357Net Assets 2022: $26,3572022

Highlighted filing

2017

Assets$17,722
Liabilities-
Net Assets$17,722
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50KRevenue 2011: $41,686Expenses 2011: $42,128Net Income 2011: -$4422011Revenue 2012: $39,106Expenses 2012: $37,927Net Income 2012: $1,1792012Revenue 2013: $33,973Expenses 2013: $32,505Net Income 2013: $1,4682013Revenue 2014: $29,895Expenses 2014: $26,558Net Income 2014: $3,3372014Revenue 2015: $34,963Expenses 2015: $30,623Net Income 2015: $4,3402015Revenue 2016: $48,851Expenses 2016: $79,128Net Income 2016: -$30,2772016Revenue 2017: $38,315Expenses 2017: $32,528Net Income 2017: $5,7872017Revenue 2017: $38,315Expenses 2017: $32,528Net Income 2017: $5,7872017Revenue 2018: $46,103Expenses 2018: $41,719Net Income 2018: $4,3842018Revenue 2019: $46,717Expenses 2019: $41,891Net Income 2019: $4,8262019Revenue 2020: $22,255Expenses 2020: $31,974Net Income 2020: -$9,7192020Revenue 2021: $883Expenses 2021: $5,219Net Income 2021: -$4,3362021Revenue 2022: $36,884Expenses 2022: $23,404Net Income 2022: $13,4802022

Highlighted filing

2017

Revenue$38,315
Expenses$32,528
Net Income$5,787
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$53,409
Mission and Program Overview

Mission

Student support, enrichment, and education

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$29,187-
COMMUNITY VOLUNTEER INVOLVEMENT AND RECOGNITION$311-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANI GOOCHPresidentPT$0--
NICOLE MONROCo Vice PresPT$0--
KAREN BLOOMCo Vice PresPT$0--
HILDA SHELTONSecretaryPT$0--
KAITLIN WATSONTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall F/raiser$27,878$27,878$15,014$12,864
Total Events$27,878$27,878$15,014$12,864
Filing and Contact Details

Filer

Filer Name
Kellogg Marsh Pta 748
EIN
91-1449272
Phone
3606585671
Address
1304 SOUTH FAWCETT, TACOMA, WA 98402

Signing Officer

Name
Shannon Martin
Title
Treasurer
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Steven J Kukull CPA Inc Ps
Address
1826 4th Street 102, MARYSVILLE, WA 98270-5039
Preparer
Steven J Kukull
Phone
3606535234
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $395”

Other Expenses.1

“PROGRAMS $29187”

Other Expenses.2

“ADMIN EXPENSES $1399”

Other Expenses.3

“MEMBERSHIP $936”

Other Expenses.4

“Community / vol recognition $311”

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHANNON MARTIN
IRS990EZ/BooksInCareOfDetail/PhoneNum04255010066
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08803 81ST DR NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARYSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011935
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017722
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05787
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011935
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017722
IRS990EZ/FundraisingGrossIncomeAmt029828
IRS990EZ/GrossReceiptsAmt053409
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt050
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01245
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011935
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017722
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011935
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017722
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANI GOOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE MONRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN BLOOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HILDA SHELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAITLIN WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032228
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student support, enrichment, and education
IRS990EZ/ProgramServiceRevenueAmt022286
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY VOLUNTEER INVOLVEMENT AND RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029187
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1311
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015094
IRS990EZ/SpecialEventsNetIncomeLossAmt014734
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032528
IRS990EZ/TotalProgramServiceExpensesAmt029498
IRS990EZ/TotalRevenueAmt038315
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02999
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0151
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0156
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0467
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056023
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040727
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142108
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0151
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0156
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0467
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0145107
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046308
IRS990ScheduleA/Total509Grp/TotalAmt0145107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057321
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046464
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0145574
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015014
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL F/RAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027878
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027878
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027878
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027878
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012864
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015014
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAMS $29187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMIN EXPENSES $1399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP $936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY / VOL RECOGNITION $311
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
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANNON MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLOGG MARSH PTA 748
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0911449272
ReturnHeader/Filer/PhoneNum03606585671
ReturnHeader/Filer/USAddress/AddressLine1Txt01304 SOUTH FAWCETT
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN J KUKULL CPA INC PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01826 4th Street 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARYSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0982705039
ReturnHeader/PreparerPersonGrp/PhoneNum03606535234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven J Kukull
ReturnHeader/ReturnTs02017-11-03T15:31:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,722
Liabilities
-
Net assets
$17,722
Revenue
$38,315
Expenses
$32,528
Net income
$5,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$26.4$26.4$36.9$23.4$13.5
2021Summary only. Only limited summary data is available for this year.$12.9$0.00$0.88$5.22$4.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$17.2$22.3$32.0$9.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$26.9$46.7$41.9$4.83
2018Detailed filing. Detailed filing data is available for this year.$22.1$22.1$46.1$41.7$4.38
2017Detailed filing. Detailed filing data is available for this year.$17.7$17.7$38.3$32.5$5.79
2017Summary only. Only limited summary data is available for this year.$17.7$0.00$38.3$32.5$5.79
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$11.9$48.9$79.1$30.3
2015Detailed filing. Detailed filing data is available for this year.$42.2$42.2$35.0$30.6$4.34
2014Detailed filing. Detailed filing data is available for this year.$37.9$37.9$29.9$26.6$3.34
2013Summary only. Only limited summary data is available for this year.$34.5$0.00$34.0$32.5$1.47
2012Summary only. Only limited summary data is available for this year.$33.1$0.00$39.1$37.9$1.18
2011Summary only. Only limited summary data is available for this year.$31.9$0.00$41.7$42.1$0.44