Civic Intelligence

Kellogg Marsh PTA 7 4 8

990EZ • Fiscal year 2018 • EIN 91-1449272

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

62nd percentile

9.5%

Higher net margin than 62% 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

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Up

$22,106

Up $4,384 (+25%) from 2017

Net Assets

$22,106

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$46,103

Up $7,788 (+20%) from 2017

Expenses

Up

$41,719

Up $9,191 (+28%) from 2017

Net Income

Down

$4,384

Down $1,403 (-24%) from 2017

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

2018

Assets$22,106
Liabilities-
Net Assets$22,106

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

2018

Revenue$46,103
Expenses$41,719
Net Income$4,384
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$50,862
Mission and Program Overview

Mission

Student support, enrichment, and education

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$38,047-
COMMUNITY VOLUNTEER INVOLVEMENT AND RECOGNITION$371-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA DOWNINGPresidentPT$0--
LESLIE PENRODCo Vice PresPT$0--
BECKY COSTILLACo Vice PresPT$0--
HEIDI WILMONTCo-SecretaryPT$0--
PATRICIA MORRISSEYCo-SecretaryPT$0--
MEGAN WILABYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall F/raiser$16,170$16,170$1,207$14,963
Spring F/raiser$6,919$6,919$3,552$3,367
Total Events$23,089$23,089$4,759$18,330
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
Megan Wilaby
Title
Treasurer
Signed
2018-11-06
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 $38047

Other Expenses.2

MEMBERSHIP $1180

Other Expenses.3

ADMIN EXPENSES $1059

Other Expenses.4

Community / vol recognition $371

Other Expenses.5

Miscellaneous expenses $267

Raw XML Appendix191 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/CityNm0MARYSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098270
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017722
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA DOWNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LESLIE PENROD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BECKY COSTILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEIDI WILMONT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICIA MORRISSEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041319
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student support, enrichment, and education
IRS990EZ/ProgramServiceRevenueAmt026520
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY VOLUNTEER INVOLVEMENT AND RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038047
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1371
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04759
IRS990EZ/SpecialEventsNetIncomeLossAmt018330
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041719
IRS990EZ/TotalProgramServiceExpensesAmt038418
IRS990EZ/TotalRevenueAmt046103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01245
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05707
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt051
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0151
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0563
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0262413
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0151
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0151
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0563
IRS990ScheduleA/InvestmentIncomeCYPct00.00210
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99790
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057161
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041638
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041789
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0268683
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL F/RAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING F/RAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023089
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06919
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018330
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04759
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01207
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAMS $38047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP $1180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMIN EXPENSES $1059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY / VOL RECOGNITION $371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS EXPENSES $267
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN WILABY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
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/PreparerFirmEIN0204826517
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/ReturnTs02018-11-06T09:50:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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