Civic Intelligence

Shadow Lake PTA 91413

EIN 91-1478605 • 501(c)3 • Tacoma, WA

Profile

To support education, health and welfare of all children

1304 South Fawcett AvenueTacoma, WA 98402

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

23rd percentile

-20%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

27th percentile

-24%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

-3.4%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$24,919

Down $8,033 (-24%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$24,919

Down $8,033 (-24%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin23rd percentile

Revenue

Down

$41,008

Down $1,427 (-3.4%) from 2024

Expenses

Up

$49,282

Up $4,615 (+10%) from 2024

Net Income

Down

-$8,274

Down $6,042 (-271%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $15,579Liabilities 2011: $02011Assets 2012: $12,739Liabilities 2012: $02012Assets 2013: $14,100Liabilities 2013: $02013Assets 2014: $19,739Net Assets 2014: $19,7392014Assets 2015: $38,341Net Assets 2015: $38,3412015Assets 2016: $55,347Net Assets 2016: $55,3472016Assets 2017: $66,138Net Assets 2017: $66,1382017Assets 2018: $20,183Net Assets 2018: $20,1832018Assets 2019: $14,906Net Assets 2019: $14,9062019Assets 2020: $6,124Net Assets 2020: $6,1242020Assets 2021: $4,195Net Assets 2021: $4,1952021Assets 2022: $10,810Net Assets 2022: $10,8102022Assets 2023: $35,184Net Assets 2023: $35,1842023Assets 2024: $32,952Net Assets 2024: $32,9522024Assets 2025: $24,919Liabilities 2025: $0Net Assets 2025: $24,9192025

Highlighted filing

2025

Assets$24,919
Liabilities$0
Net Assets$24,919
Open 2025 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $28,662Expenses 2011: $26,616Net Income 2011: $2,0462011Revenue 2012: $55,641Expenses 2012: $58,481Net Income 2012: -$2,8402012Revenue 2013: $53,060Expenses 2013: $51,699Net Income 2013: $1,3612013Revenue 2014: $57,262Expenses 2014: $51,623Net Income 2014: $5,6392014Revenue 2015: $59,768Expenses 2015: $41,166Net Income 2015: $18,6022015Revenue 2016: $71,286Expenses 2016: $54,280Net Income 2016: $17,0062016Revenue 2017: $65,143Expenses 2017: $54,352Net Income 2017: $10,7912017Revenue 2018: $45,065Expenses 2018: $91,020Net Income 2018: -$45,9552018Revenue 2019: $63,089Expenses 2019: $68,366Net Income 2019: -$5,2772019Revenue 2020: $35,698Expenses 2020: $44,480Net Income 2020: -$8,7822020Revenue 2021: $11,078Expenses 2021: $13,007Net Income 2021: -$1,9292021Revenue 2022: $19,591Expenses 2022: $12,979Net Income 2022: $6,6122022Revenue 2023: $59,605Expenses 2023: $35,231Net Income 2023: $24,3742023Revenue 2024: $42,435Expenses 2024: $44,667Net Income 2024: -$2,2322024Revenue 2025: $41,008Expenses 2025: $49,282Net Income 2025: -$8,2742025

Highlighted filing

2025

Revenue$41,008
Expenses$49,282
Net Income-$8,274
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,919
Liabilities
$0
Net assets
$24,919
Revenue
$41,008
Expenses
$49,282
Net income
-$8,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$41.0$49.3$8.27
2024Detailed filing. Detailed filing data is available for this year.$33.0$33.0$42.4$44.7$2.23
2023Detailed filing. Detailed filing data is available for this year.$35.2$35.2$59.6$35.2$24.4
2022Detailed filing. Detailed filing data is available for this year.$10.8$10.8$19.6$13.0$6.61
2021Detailed filing. Detailed filing data is available for this year.$4.20$4.20$11.1$13.0$1.93
2020Detailed filing. Detailed filing data is available for this year.$6.12$6.12$35.7$44.5$8.78
2019Detailed filing. Detailed filing data is available for this year.$14.9$14.9$63.1$68.4$5.28
2018Detailed filing. Detailed filing data is available for this year.$20.2$20.2$45.1$91.0$46.0
2017Detailed filing. Detailed filing data is available for this year.$66.1$66.1$65.1$54.4$10.8
2016Detailed filing. Detailed filing data is available for this year.$55.3$55.3$71.3$54.3$17.0
2015Detailed filing. Detailed filing data is available for this year.$38.3$38.3$59.8$41.2$18.6
2014Detailed filing. Detailed filing data is available for this year.$19.7$19.7$57.3$51.6$5.64
2013Summary only. Only limited summary data is available for this year.$14.1$0.00$53.1$51.7$1.36
2012Summary only. Only limited summary data is available for this year.$12.7$0.00$55.6$58.5$2.84
2011Summary only. Only limited summary data is available for this year.$15.6$0.00$28.7$26.6$2.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$48,111
Mission and Program Overview

Mission

To support education, health and welfare of all children

To Support Education, Health and Welfare of all Children.

Program Services

DescriptionGrantsExpenses
At Shadow Lake Elementary, PTA is a powerful partner in shaping a vibrant, inclusive school community where every child can thrive. We work togetherfamilies, educators, and community membersto support meaningful learning experiences, celebrate diversity, and foster a sense of belonging for all. Through collaboration, volunteerism, and shared purpose, we help create a nurturing environment where every student is empowered to reach their fullest potential.$0$23,797
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theresa JorgensPresidentPT$0--
Jessica Wright-WhitneySecretaryPT$0--
Alona ThompsonTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Shadow Lake PTA 91413
EIN
91-1478605
Phone
2537973952
Address
1304 South Fawcett Avenue, Tacoma, WA 98402

Signing Officer

Name
Alona Thompson
Title
Treasurer
Phone
2537973952
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cornerstone CPA
Address
14903 74th Ave E, Puyallup, WA 98375-8020
Preparer
Miriam Krause MAcc CPA
Phone
2537777877
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Operating Expenses. Amount: 3,984. Description: School Program Expenses. Amount: 23,797. Description: Community Program. Amount: 7,511. Description: Other Expenses. Amount: 1,490. Total to Form 990-EZ, line 16: 36,782.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: Adjustment to Bank Statement. Amount: 241.”

Raw XML Appendix151 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02537973952
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tacoma
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IRS990EZ/ProgramServiceRevenueAmt026698
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Operating Expenses. Amount: 3,984. Description: School Program Expenses. Amount: 23,797. Description: Community Program. Amount: 7,511. Description: Other Expenses. Amount: 1,490. Total to Form 990-EZ, line 16: 36,782.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum02537973952
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ReturnHeader/Filer/PhoneNum02537973952
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Miriam Krause MAcc CPA
ReturnHeader/ReturnTs02025-11-08T17:43:50-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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