Civic Intelligence

Kellogg Marsh PTA 7 4 8

990EZ • Fiscal year 2015 • EIN 91-1449272

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

67th percentile

12%

Higher net margin than 67% 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

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

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

Assets

Up

$42,212

Up $4,340 (+11%) from 2014

Net Assets

Up

$42,212

Up $4,340 (+11%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$34,963

Up $5,068 (+17%) from 2014

Expenses

Up

$30,623

Up $4,065 (+15%) from 2014

Net Income

Up

$4,340

Up $1,003 (+30%) from 2014

Historical Trend

Balance Sheet Trend

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: $17,722Liabilities 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

2015

Assets$42,212
Liabilities-
Net Assets$42,212

Operations Trend

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 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

2015

Revenue$34,963
Expenses$30,623
Net Income$4,340
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$57,321
Mission and Program Overview

Mission

Student support, enrichment, and education

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$24,376-
PARENT INVOLVEMENT TRAINING EDUCATION$1,995-
COMMUNITY VOLUNTEER INVOLVEMENT AND RECOGNITION$1,308-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARYANN THORPPresidentPT$0--
JANI GOOCHCo Vice PresPT$0--
JAMIE VERMEULENCo Vice PresPT$0--
MARIANNA MOSERSecretaryPT$0--
SANDY WITTERTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall F/raiser$23,154$23,154$13,078$10,076
Spring F/raiser$12,168$12,168$9,280$2,888
Total Events$35,322$35,322$22,358$12,964
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
Marianna Moser
Title
Secretary
Signed
2015-11-05
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.1

FUND RAISING $12382

Other Expenses.2

GRANTS TO CLASSES $9243

Other Expenses.3

STUDENT SUPPORT $4721

Other Expenses.4

ADMINISTRATION $2222

Other Expenses.5

Membership expenses $1088

Other Expenses.6

Community & vol recog $967

Raw XML Appendix189 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE STEVENS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JANI GOOCH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIANNA MOSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDY WITTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO VICE PRES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030623
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student support, enrichment, and education
IRS990EZ/ProgramServiceRevenueAmt020501
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY VOLUNTEER INVOLVEMENT AND RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024376
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11995
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21308
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022358
IRS990EZ/SpecialEventsNetIncomeLossAmt012964
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030623
IRS990EZ/TotalProgramServiceExpensesAmt027679
IRS990EZ/TotalRevenueAmt034963
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0950
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08505
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0167
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0253739
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0160
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0156
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0167
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0864
IRS990ScheduleA/InvestmentIncomeCYPct00.00330
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99670
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL F/RAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING F/RAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023154
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012168
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012964
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013078
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUND RAISING $12382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS TO CLASSES $9243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT SUPPORT $4721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATION $2222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERSHIP EXPENSES $1088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY & VOL RECOG $967
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIANNA MOSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
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/ReturnTs02015-11-05T16:55:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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