Civic Intelligence

PTA Whittier Seattle Cncl 6 15 370

990 • Fiscal year 2024 • EIN 91-1479413

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 29, 2024

Organization ProfileN/A
1320 NW 75th StSeattle, WA 98117

(206) 252-1500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

78th percentile

25%

Higher net margin than 78% 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

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

48th percentile

0.9%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$291,274

Up $49,607 (+21%) from 2023

Net Assets

Up

$291,274

Up $49,607 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin78th percentile

Revenue

Up

$200,404

Up $1,818 (+0.9%) from 2023

Expenses

Up

$150,797

Up $22,932 (+18%) from 2023

Net Income

Down

$49,607

Down $21,114 (-30%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $119,185Liabilities 2011: $10,408Net Assets 2011: $108,7772011Assets 2012: $154,849Liabilities 2012: $0Net Assets 2012: $154,8492012Assets 2013: $126,346Liabilities 2013: $0Net Assets 2013: $126,3462013Assets 2014: $174,572Liabilities 2014: $0Net Assets 2014: $174,5722014Assets 2015: $141,239Liabilities 2015: $0Net Assets 2015: $141,2392015Assets 2016: $217,244Liabilities 2016: $0Net Assets 2016: $217,2442016Assets 2017: $263,885Liabilities 2017: $0Net Assets 2017: $263,8852017Assets 2018: $236,439Liabilities 2018: $0Net Assets 2018: $236,4392018Assets 2019: $172,700Liabilities 2019: $0Net Assets 2019: $172,7002019Assets 2020: $171,150Liabilities 2020: $0Net Assets 2020: $171,1502020Assets 2021: $120,422Liabilities 2021: $0Net Assets 2021: $120,4222021Assets 2022: $170,946Liabilities 2022: $0Net Assets 2022: $170,9462022Assets 2023: $241,667Liabilities 2023: $0Net Assets 2023: $241,6672023Assets 2024: $291,274Liabilities 2024: $0Net Assets 2024: $291,2742024Assets 2025: $349,820Liabilities 2025: $0Net Assets 2025: $349,8202025

Highlighted filing

2024

Assets$291,274
Liabilities$0
Net Assets$291,274
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $64,610Expenses 2011: $116,745Net Income 2011: -$52,1352011Revenue 2012: $139,871Expenses 2012: $93,494Net Income 2012: $46,3772012Revenue 2013: $70,780Expenses 2013: $99,321Net Income 2013: -$28,5412013Revenue 2014: $158,597Expenses 2014: $111,744Net Income 2014: $46,8532014Revenue 2015: $57,572Expenses 2015: $90,905Net Income 2015: -$33,3332015Revenue 2016: $260,140Expenses 2016: $180,633Net Income 2016: $79,5072016Revenue 2017: $124,493Expenses 2017: $78,576Net Income 2017: $45,9172017Revenue 2018: $495,694Expenses 2018: $481,161Net Income 2018: $14,5332018Revenue 2019: $170,883Expenses 2019: $234,622Net Income 2019: -$63,7392019Revenue 2020: $171,297Expenses 2020: $172,847Net Income 2020: -$1,5502020Revenue 2021: $99,970Expenses 2021: $150,698Net Income 2021: -$50,7282021Revenue 2022: $182,101Expenses 2022: $132,804Net Income 2022: $49,2972022Revenue 2023: $198,586Expenses 2023: $127,865Net Income 2023: $70,7212023Revenue 2024: $200,404Expenses 2024: $150,797Net Income 2024: $49,6072024Revenue 2025: $273,147Expenses 2025: $214,601Net Income 2025: $58,5462025

Highlighted filing

2024

Revenue$200,404
Expenses$150,797
Net Income$49,607
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$210,094
Mission and Program Overview

Mission

To provide enrichment support to students and families of Whittier Elementary School.

Whittier pta serves families attending whittier elementary school in seattle, washington. The pta works to support and enhance the whittier model of academic excellence, community and respect.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$198,015$274,156▲ $76,141
Cash and Non-Interest-Bearing Accounts$43,652$17,118▼ $26,534
Total Assets$241,667$291,274▲ $49,607
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$241,667$291,274▲ $49,607
Total Net Assets Fund Balance$241,667$291,274▲ $49,607
Total Liabilities and Net Assets / Fund Balance$241,667$291,274▲ $49,607
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Courtney SieversCo-President
Renee HartnettCo-President
Emily RobertsonCo-Secretary
Melissa IvancevichCo-Secretary
Michelle NemethTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$209,317
Program Service Revenue
$0
Investment Income
$777
Other Revenue
$-9,690
All Other Contributions
$1,373
Change in Net Assets
$49,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,514
Other Expenses$52,283
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$98,514--$98,514
Other Expenses$4,000$0$0$4,000
Fees for Services Accounting$0$1,069$0$1,069
All Other Expenses$597$0$0$597
Insurance$0$485$0$485
Office Expenses$0$202$0$202
Total Functional Expenses$143,530$7,267$0$150,797
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,690
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Whittier Pta
EIN
91-1479413
Phone
2062521500
Address
1320 NW 75TH ST, Seattle, WA 98117

Signing Officer

Name
Katherine Lindsay
Title
President
Phone
2062521500
Signed
2024-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Lindsay
Formed
1998
Legal Domicile
Wa
Voting Board Members
143
Independent Board Members
143
Employees
0
Volunteers
138

Preparer

Firm
Accounting & Management Service
Address
4010 Stone Way N Suite 400, Seattle, WA 98103
Preparer
David Rinn MBA EA
Phone
2062850883
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Whittier pta members vote on certain actions of the organization set forth in the bylaws and standing rules, including the budget, extraordinary expenses and person sitting on the board of directors. In fy2022, whittier pta had approximate 250 members.”

Pt VI, Line 7A

“The members elect the executive board, including president, vice president, treasurer and secretary.”

Pt VI, Line 7B

“Members approve the annual budget and all individual expenses over $5,000.”

Pt VI, Line 11B

“The treasurer and/or president review and oversee the processing of the form 990 for the board of directors. The form 990 is available for review by any officer, director or member of the organization.”

Pt V, PBC

“Whittier pta serves families attending whittier elementary school in seattle, washington. The pta works to support and enhance the whittier model of academic excellence, community and respect.”

Raw XML Appendix352 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0WHITTIER PTA SERVES FAMILIES ATTENDING WHITTIER ELEMENTARY SCHOOL IN SEATTLE, WASHINGTON. THE PTA WORKS TO SUPPORT AND ENHANCE THE WHITTIER MODEL OF ACADEMIC EXCELLENCE, COMMUNITY AND RESPECT.
IRS990/AllOtherContributionsAmt01373
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0597
IRS990/AllOtherExpensesGrp/TotalAmt0597
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum02062521500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01320 NW 75TH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0Seattle
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098117
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt043652
IRS990/CashNonInterestBearingGrp/EOYAmt017118
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0205673
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0209317
IRS990/CYGrantsAndSimilarPaidAmt098514
IRS990/CYInvestmentIncomeAmt0777
IRS990/CYOtherExpensesAmt052283
IRS990/CYOtherRevenueAmt0-9690
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt049607
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0150797
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0200404
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUND STAFFING POSITIONS, INCLUDING SCHOOL NURSE, LITERACY SPECIALIST AND TUTORS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt098514
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01069
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt01069
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Renee Hartnett
IRS990/Form990PartVIISectionAGrp/PersonNm1Courtney Sievers
IRS990/Form990PartVIISectionAGrp/PersonNm2Emily Robertson
IRS990/Form990PartVIISectionAGrp/PersonNm3Melissa Ivancevich
IRS990/Form990PartVIISectionAGrp/PersonNm4Michelle Nemeth
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Co-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Co-Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Co-Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt0205673
IRS990/FundraisingDirectExpensesAmt09690
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt0143
IRS990/GrantAmt098514
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt098514
IRS990/GrantsToDomesticOrgsGrp/TotalAmt098514
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0210094
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0143
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0485
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0485
IRS990/InvestmentIncomeGrp/ExclusionAmt0777
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0777
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt02271
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0WHITTIER PTA SERVES FAMILIES ATTENDING WHITTIER ELEMENTARY SCHOOL IN SEATTLE, WASHINGTON. THE PTA WORKS TO SUPPORT AND ENHANCE THE WHITTIER MODEL OF ACADEMIC EXCELLENCE, COMMUNITY AND RESPECT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0241667
IRS990/NetAssetsOrFundBalancesEOYAmt0291274
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-9690
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-9690
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0241667
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0291274
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0202
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0202
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Community Events
IRS990/OtherExpensesGrp/Desc1General & Administrative
IRS990/OtherExpensesGrp/Desc2Program Support
IRS990/OtherExpensesGrp/Desc3Funding Proposals
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15511
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt013675
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt226744
IRS990/OtherExpensesGrp/ProgramServicesAmt34000
IRS990/OtherExpensesGrp/TotalAmt013675
IRS990/OtherExpensesGrp/TotalAmt15511
IRS990/OtherExpensesGrp/TotalAmt226744
IRS990/OtherExpensesGrp/TotalAmt34000
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Katherine Lindsay
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE SUPPORT OF ACADEMIC ENRICHMENT, CLASSROOM SUPPLIES, STUDENT SCHOLARSHIPS AND OTHER SCHOOL SUPPORTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt031341
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0FUND SOCIAL AND ACADEMIC EVENTS TO FOSTER COMMUNITY AND ENRICHMENT FOR ALL STUDENTS AND FAMILIES AT WHITTIER.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt013675
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0198187
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt077362
IRS990/PYInvestmentIncomeAmt0399
IRS990/PYOtherExpensesAmt050503
IRS990/PYOtherRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt070721
IRS990/PYTotalExpensesAmt0127865
IRS990/PYTotalRevenueAmt0198586
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt049607
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0198015
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0274156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0209317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0198187
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0198422
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0104988
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt079464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0790378
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0777
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0530
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02018
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99750
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0790378
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0209317
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0198187
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0198422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0104988
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt079464
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0790378
IRS990ScheduleA/TotalSupportAmt0792396
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHITTIER PTA MEMBERS VOTE ON CERTAIN ACTIONS OF THE ORGANIZATION SET FORTH IN THE BYLAWS AND STANDING RULES, INCLUDING THE BUDGET, EXTRAORDINARY EXPENSES AND PERSON SITTING ON THE BOARD OF DIRECTORS. IN FY2022, WHITTIER PTA HAD APPROXIMATE 250 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS ELECT THE EXECUTIVE BOARD, INCLUDING PRESIDENT, VICE PRESIDENT, TREASURER AND SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS APPROVE THE ANNUAL BUDGET AND ALL INDIVIDUAL EXPENSES OVER $5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER AND/OR PRESIDENT REVIEW AND OVERSEE THE PROCESSING OF THE FORM 990 FOR THE BOARD OF DIRECTORS. THE FORM 990 IS AVAILABLE FOR REVIEW BY ANY OFFICER, DIRECTOR OR MEMBER OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WHITTIER PTA SERVES FAMILIES ATTENDING WHITTIER ELEMENTARY SCHOOL IN SEATTLE, WASHINGTON. THE PTA WORKS TO SUPPORT AND ENHANCE THE WHITTIER MODEL OF ACADEMIC EXCELLENCE, COMMUNITY AND RESPECT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt V, PBC
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0241667
IRS990/TotalAssetsEOYAmt0291274
IRS990/TotalAssetsGrp/BOYAmt0241667
IRS990/TotalAssetsGrp/EOYAmt0291274
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0209317
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07267
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0143530
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150797
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0241667
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0291274
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0143530
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-8913
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200404
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0138
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0241667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0291274
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01320 NW 75TH ST
IRS990/USAddress/CityNm0SEATTLE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098117
IRS990/VotingMembersGoverningBodyCnt0143
IRS990/VotingMembersIndependentCnt0143
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine Lindsay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02062521500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITTIER PTA
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0911479413
ReturnHeader/Filer/PhoneNum02062521500
ReturnHeader/Filer/USAddress/AddressLine1Txt01320 NW 75TH ST
ReturnHeader/Filer/USAddress/CityNm0Seattle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911652816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting & Management Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04010 Stone Way N Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098103
ReturnHeader/PreparerPersonGrp/PhoneNum02062850883
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Rinn MBA EA
ReturnHeader/ReturnTs02024-11-12T16:00:54-08:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,274
Liabilities
$0
Net assets
$291,274
Revenue
$200,404
Expenses
$150,797
Net income
$49,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$2.73$2.15$0.59
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$2.00$1.51$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$1.99$1.28$0.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$1.82$1.33$0.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$1.00$1.51$0.51
2020Summary only. Only limited summary data is available for this year.$1.71$0.00$1.71$1.71$1.73$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$1.71$2.35$0.64
2018Summary only. Only limited summary data is available for this year.$2.36$0.00$2.36$4.96$4.81$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$1.24$0.79$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$2.60$1.81$0.80
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.58$0.91$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$1.59$1.12$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.71$0.99$0.29
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$1.40$0.93$0.46
2011Summary only. Only limited summary data is available for this year.$1.19$0.10$1.09$0.65$1.17$0.52