Civic Intelligence

PTA Washington Council

990EZ • Fiscal year 2014 • EIN 91-1496643

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileN/A
5455 Converse Ave SE98367

(360) 895-8679

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

9th percentile

-40%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

8th percentile

-51%

Faster asset growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-22%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,616

Down $11,992 (-51%) from 2013

Net Assets

Down

$11,616

Down $11,992 (-51%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$29,859

Down $8,514 (-22%) from 2013

Expenses

Down

$41,851

Down $16,392 (-28%) from 2013

Net Income

Up

-$11,992

Up $7,878 (+40%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60K$40K$20K$0Assets 2011: $36,881Net Assets 2011: $36,8812011Assets 2012: $43,478Net Assets 2012: $43,4782012Assets 2013: $23,608Net Assets 2013: $23,6082013Assets 2014: $11,616Net Assets 2014: $11,6162014Assets 2015: $16,280Net Assets 2015: $16,2802015Assets 2016: $4,136Net Assets 2016: $4,1362016Assets 2017: $3,600Net Assets 2017: $3,6002017Assets 2018: $25,348Net Assets 2018: $25,3482018Assets 2019: $28,771Net Assets 2019: $28,7712019Assets 2020: $39,211Net Assets 2020: $39,2112020

Highlighted filing

2014

Assets$11,616
Liabilities-
Net Assets$11,616
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $43,449Expenses 2011: $29,464Net Income 2011: $13,9852011Revenue 2012: $38,496Expenses 2012: $31,899Net Income 2012: $6,5972012Revenue 2013: $38,373Expenses 2013: $58,243Net Income 2013: -$19,8702013Revenue 2014: $29,859Expenses 2014: $41,851Net Income 2014: -$11,9922014Revenue 2015: $30,672Expenses 2015: $26,008Net Income 2015: $4,6642015Revenue 2016: $8,353Expenses 2016: $20,497Net Income 2016: -$12,1442016Revenue 2017: $6,163Expenses 2017: $10,765Net Income 2017: -$4,6022017Revenue 2018: $27,287Expenses 2018: $5,539Net Income 2018: $21,7482018Revenue 2019: $16,914Expenses 2019: $13,491Net Income 2019: $3,4232019Revenue 2020: $23,885Expenses 2020: $13,445Net Income 2020: $10,4402020

Highlighted filing

2014

Revenue$29,859
Expenses$41,851
Net Income-$11,992
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$92,333
Mission and Program Overview

Mission

Student support, enrichment and education.

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT EDUCATION, 6TH GRADE CAMP, 1-5TH FIELD TRIPS, STUDENT ENRICHMENT, GIFTS, ASSEMBLIES, BOOKFAIR, SAFETY PATROL, TECHNOLOGY$29,667-
PARENT INVOLVEMENT, PTA CONFERENCE & WORKSHOPS, VOLUNTEER RECOGNITION$5,844-
STAFF APPRECIATION$1,810-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YANINA HELMSPresident-$0--
ANGIE MATHESONVice President-$0--
KYMBERLI ROSSTreasurer-$0--
ANGIE MATHESONSecretary-$0--
JENNIE HELMMembership-$0--
JOLENE KERNSCommunications-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$54,339$54,339$20,924$33,415
Event 2$32,530$32,530$36,784$-4,254
Total Events$86,869$86,869$57,708$29,161
Filing and Contact Details

Filer

EIN
91-1496643
Phone
3608958679

Signing Officer

Name
Angie Matheson
Title
Vice President
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Dawn M Jake CPA
Phone
3608740404
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $250”

Other Expenses.1

“Books, incentives, programs $37320”

Other Expenses.2

“PTA DONATION $1000”

Other Expenses.3

“OFFICE SUPPLIES $886”

Other Expenses.4

“STORAGE RENTAL $787”

Other Expenses.5

“MEMBERSHIP EXPENSE $642”

Other Expenses.6

“BENEVOLENT $294”

Other Expenses.7

“BANK SERVICE CHARGES $98”

Other Expenses.8

“MEETINGS $49”

Other Expenses.9

“INCORPORATION FEE $40”

Other Expenses.10

“LICENSE RENEWAL $10”

Raw XML Appendix176 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/PersonNm0KYMBERLI ROSS
IRS990EZ/BooksInCareOfDetail/PhoneNum03602042522
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102975 SE COLVEA DR
IRS990EZ/BooksInCareOfDetail/USAddress/City0PORT ORCHARD
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode098366
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023608
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011616
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0475
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11992
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023608
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011616
IRS990EZ/FundraisingGrossIncomeAmt091104
IRS990EZ/GrossReceiptsAmt092333
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0754
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023608
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011616
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023608
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011616
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0YANINA HELMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGIE MATHESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KYMBERLI ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGIE MATHESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIE HELM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOLENE KERNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNICATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041376
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT SUPPORT, ENRICHMENT AND EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT EDUCATION, 6TH GRADE CAMP, 1-5TH FIELD TRIPS, STUDENT ENRICHMENT, GIFTS, ASSEMBLIES, BOOKFAIR, SAFETY PATROL, TECHNOLOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PARENT INVOLVEMENT, PTA CONFERENCE & WORKSHOPS, VOLUNTEER RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STAFF APPRECIATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029667
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15844
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21810
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt062474
IRS990EZ/SpecialEventsNetIncomeLossAmt028630
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041851
IRS990EZ/TotalProgramServiceExpensesAmt037321
IRS990EZ/TotalRevenueAmt029859
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057708
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054339
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086869
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054339
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086869
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOKFAIR, FAMILY NIGHTS, SANTA HOLIDAY
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029161
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt057708
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020924
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt036784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOKS, INCENTIVES, PROGRAMS $37320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA DONATION $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE SUPPLIES $886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STORAGE RENTAL $787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP EXPENSE $642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BENEVOLENT $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK SERVICE CHARGES $98
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEETINGS $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INCORPORATION FEE $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LICENSE RENEWAL $10
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGIE MATHESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA WASHINGTON COUNCIL
ReturnHeader/Filer/BusinessName/BusinessNameLine20HIDDEN CREEK
ReturnHeader/Filer/BusinessNameControlTxt0PTAW
ReturnHeader/Filer/EIN0911496643
ReturnHeader/Filer/PhoneNum03608958679
ReturnHeader/Filer/USAddress/AddressLine105455 CONVERSE AVE SE
ReturnHeader/Filer/USAddress/City0PORT ORCHARD
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Peterson & Jake CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 94
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Port Orchard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098366
ReturnHeader/PreparerPersonGrp/PhoneNum03608740404
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dawn M Jake CPA
ReturnHeader/ReturnTs02014-11-17T13:02:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,616
Liabilities
-
Net assets
$11,616
Revenue
$29,859
Expenses
$41,851
Net income
-$11,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$39.2$39.2$23.9$13.4$10.4
2019Detailed filing. Detailed filing data is available for this year.$28.8$28.8$16.9$13.5$3.42
2018Detailed filing. Detailed filing data is available for this year.$25.3$25.3$27.3$5.54$21.7
2017Detailed filing. Detailed filing data is available for this year.$3.60$3.60$6.16$10.8$4.60
2016Detailed filing. Detailed filing data is available for this year.$4.14$4.14$8.35$20.5$12.1
2015Detailed filing. Detailed filing data is available for this year.$16.3$16.3$30.7$26.0$4.66
2014Detailed filing. Detailed filing data is available for this year.$11.6$11.6$29.9$41.9$12.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$23.6$38.4$58.2$19.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.5$43.5$38.5$31.9$6.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$36.9$43.4$29.5$14.0