Civic Intelligence

Seven Oaks PTA 4 4 29

990EZ • Fiscal year 2015 • EIN 91-1497414

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 04, 2015

Organization ProfileN/A
1800 Seven Oaks Road SELacey, WA 98503

(360) 412-4700

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2015

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,669

Down $13,716 (-37%) from 2012

Net Assets

Down

$23,669

Down $13,716 (-37%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Up

$26,782

Up $8,414 (+46%) from 2012

Expenses

Up

$17,585

Up $17,585 from 2012

Net Income

Down

$9,197

Down $9,171 (-50%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$80K$60K$40K$20K$0Assets 2010: $25,249Liabilities 2010: $0Net Assets 2010: $25,2492010Assets 2011: $19,017Liabilities 2011: $0Net Assets 2011: $19,0172011Assets 2012: $37,385Liabilities 2012: $0Net Assets 2012: $37,3852012Assets 2015: $23,669Net Assets 2015: $23,6692015Assets 2016: $24,047Liabilities 2016: $02016Assets 2024: $56,116Liabilities 2024: $0Net Assets 2024: $56,1162024Assets 2025: $60,782Liabilities 2025: $0Net Assets 2025: $60,7822025

Highlighted filing

2015

Assets$23,669
Liabilities-
Net Assets$23,669
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2010: $23,056Expenses 2010: $13,181Net Income 2010: $9,8752010Revenue 2011: $6,595Expenses 2011: $0Net Income 2011: $6,5952011Revenue 2012: $18,368Expenses 2012: $0Net Income 2012: $18,3682012Revenue 2015: $26,782Expenses 2015: $17,585Net Income 2015: $9,1972015Revenue 2016: $25,523Expenses 2016: $25,145Net Income 2016: $3782016Revenue 2024: $52,289Expenses 2024: $66,432Net Income 2024: -$14,1432024Revenue 2025: $55,826Expenses 2025: $51,160Net Income 2025: $4,6662025

Highlighted filing

2015

Revenue$26,782
Expenses$17,585
Net Income$9,197
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$54,356
Mission and Program Overview

Mission

Support the education, health and welfare of Seven Oaks Elementary School students

Program Services

DescriptionGrantsExpenses
Student support, enrichment and education$17,585-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheena NaputiPresidentPT$0--
Monique PawelkaSecretaryPT$0--
Lindsay TaylorTreasurerPT$0--
Marina GarciaVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$33,849$33,849$15,820$18,029
Miscellaneous$11,698$11,698$3,830$7,868
Total Events$53,915$53,915$27,574$26,341
Filing and Contact Details

Filer

Filer Name
Seven Oaks PTA 4 4 29
EIN
91-1497414
Phone
3604124700
Address
1800 Seven Oaks Road SE, Lacey, WA 98503

Signing Officer

Name
Monique Pawelka
Title
Secretary
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

Firm
McSwain and Company PS
Address
612 Woodland Square Loop SE Suite 3, Lacey, WA 98503
Preparer
Jeff Hollingsworth CPA
Phone
3603579304
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $405”

Other Expenses.1

“Classroom Expenses $4485”

Other Expenses.2

“Staff Support $2715”

Other Expenses.3

“Field Trip Expenses $2634”

Other Expenses.4

“Miscellaneous $2065”

Other Expenses.5

“Supplies $1731”

Other Expenses.6

“Watch Dog Programs $778”

Other Expenses.7

“Staff Appreciation $731”

Other Expenses.8

“Dues $357”

Other Expenses.9

“Education $295”

Other Expenses.10

“Bank Charges $195”

Other Expenses.11

“Meeting expense $194”

Raw XML Appendix186 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/PhoneNum03604124700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lacey
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014472
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IRS990EZ/ExcessOrDeficitForYearAmt09197
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt054356
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0441
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014472
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023669
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014472
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023669
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sheena Naputi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Monique Pawelka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsay Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marina Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016585
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support the education, health and welfare of Seven Oaks Elementary School students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student support, enrichment and education
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017585
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027574
IRS990EZ/SpecialEventsNetIncomeLossAmt026341
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017585
IRS990EZ/TotalProgramServiceExpensesAmt017585
IRS990EZ/TotalRevenueAmt026782
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01856
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053915
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt087344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0304119
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0594
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0594
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0306569
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053819
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053805
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087888
IRS990ScheduleA/Total509Grp/TotalAmt0306569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053819
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087888
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0306569
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027574
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Miscellaneous
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033849
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt08368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033849
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt08368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053915
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026341
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07924
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015820
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03830
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Classroom Expenses $4485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Staff Support $2715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Field Trip Expenses $2634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous $2065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $1731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Watch Dog Programs $778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Staff Appreciation $731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues $357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Education $295
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Charges $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meeting expense $194
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Monique Pawelka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Seven Oaks PTA 4 4 29
ReturnHeader/Filer/BusinessNameControlTxt0SEVE
ReturnHeader/Filer/EIN0911497414
ReturnHeader/Filer/PhoneNum03604124700
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 Seven Oaks Road SE
ReturnHeader/Filer/USAddress/CityNm0Lacey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McSwain and Company PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0612 Woodland Square Loop SE Suite 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lacey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098503
ReturnHeader/PreparerPersonGrp/PhoneNum03603579304
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeff Hollingsworth CPA
ReturnHeader/ReturnTs02015-11-04T10:05:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,669
Liabilities
-
Net assets
$23,669
Revenue
$26,782
Expenses
$17,585
Net income
$9,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.8$0.00$60.8$55.8$51.2$4.67
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.1$0.00$56.1$52.3$66.4$14.1
2016Summary only. Only limited summary data is available for this year.$24.0$0.00$25.5$25.1$0.38
2015Detailed filing. Detailed filing data is available for this year.$23.7$23.7$26.8$17.6$9.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.4$0.00$37.4$18.4$0.00$18.4
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$6.60$0.00$6.60
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.00$25.2$23.1$13.2$9.88