Civic Intelligence

Shadow Lake Elementary PTA

990EZ • Fiscal year 2024 • EIN 91-1478605

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 14, 2024

Organization ProfileN/A
1304 South Fawcett AvenueTacoma, WA 98402

(253) 797-3952

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

32nd percentile

-5.3%

Higher net margin than 32% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-6.3%

Faster asset growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$32,952

Down $2,232 (-6.3%) from 2023

Net Assets

Down

$32,952

Down $2,232 (-6.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$42,435

Down $17,170 (-29%) from 2023

Expenses

Up

$44,667

Up $9,436 (+27%) from 2023

Net Income

Down

-$2,232

Down $26,606 (-109%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2024

Assets$32,952
Liabilities-
Net Assets$32,952
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$42,435
Expenses$44,667
Net Income-$2,232
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 14, 2024
Return Version
2023v5.1
Gross Receipts
$57,414
Mission and Program Overview

Mission

To support education, health and welfare of all children

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT, CURRICUlUM SUPPORT, EQUIPMENTSUPPORT TO TEACHERS CLASSROOMS, STUDENTS AND BUILDINGS.PROVIDE ART, LITERACY, MATH AND FITNESS BASED PROGRAMS.$0$7,726
FIELD TRIPS, ASSEMBLIES, SCHOLARSHIPS AND RECOGNITIONPROVIDES RECOGNITION TO STUDENTS, STAFF AND VOLUNTEERS.PROVIDES ASSEMBLIES, FIELD TRIPS AND SCHOLARSHIPS FOR STUDENTS$0$6,724
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE HAYESTreasurerPT$0--
VICTORIA IVERSONPresidentPT$0--
SUSAN AND DAVID BOTHAVice PresidentPT$0--
LACIE THOMPSONSecretaryPT$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
Katie Hayes
Title
Treasurer
Phone
2537973952
Signed
2024-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Hammett Assoc Tax Service LLC
Address
2822 208TH AVE E, LAKE TAPPS, WA 98391
Preparer
Patricia L Hammett
Phone
2064981801
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“EXPENSES 40590.”

Form 990EZ, Part I, Line 16

“UNCATAGORIZED 328.”

Form 990EZ, Part I, Line 16

“Adjustment to bank statement 3249.”

Raw XML Appendix159 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/PersonNm0KATIE HAYES
IRS990EZ/BooksInCareOfDetail/PhoneNum02537973952
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022620 SWEENEY RD SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MAPLE VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098038
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035184
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032952
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07949
IRS990EZ/CostOfGoodsSoldAmt014871
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2232
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035184
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032952
IRS990EZ/FundraisingGrossIncomeAmt013119
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt019695
IRS990EZ/GrossReceiptsAmt057414
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt034566
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01780
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035184
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032952
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035184
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032952
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICTORIA IVERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN AND DAVID BOTHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LACIE THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044167
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATION, HEALTH AND WELFARE OF ALL CHILDREN
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS, ASSEMBLIES, SCHOLARSHIPS AND RECOGNITIONPROVIDES RECOGNITION TO STUDENTS, STAFF AND VOLUNTEERS.PROVIDES ASSEMBLIES, FIELD TRIPS AND SCHOLARSHIPS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT SUPPORT, ENRICHMENT, CURRICUlUM SUPPORT, EQUIPMENTSUPPORT TO TEACHERS CLASSROOMS, STUDENTS AND BUILDINGS.PROVIDE ART, LITERACY, MATH AND FITNESS BASED PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06724
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17726
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0108
IRS990EZ/SpecialEventsNetIncomeLossAmt013011
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044667
IRS990EZ/TotalProgramServiceExpensesAmt014450
IRS990EZ/TotalRevenueAmt042435
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09242
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt043330
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09242
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012456
IRS990ScheduleA/Total509Grp/TotalAmt043330
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 40590.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNCATAGORIZED 328.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Adjustment to bank statement 3249.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE HAYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02537973952
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shadow Lake PTA 91413
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0911478605
ReturnHeader/Filer/PhoneNum02537973952
ReturnHeader/Filer/USAddress/AddressLine1Txt01304 South Fawcett Avenue
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460995976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMMETT ASSOC TAX SERVICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02822 208TH AVE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE TAPPS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098391
ReturnHeader/PreparerPersonGrp/PhoneNum02064981801
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia L Hammett
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-14T09:26:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,952
Liabilities
-
Net assets
$32,952
Revenue
$42,435
Expenses
$44,667
Net income
-$2,232
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