Civic Intelligence

Seven Oaks PTA 4 4 29

990EZ • Fiscal year 2016 • EIN 91-1497414

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

46th percentile

1.5%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

50th percentile

1.6%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-4.7%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$24,047

Flat from 2016

Net Assets

$24,047

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin46th percentile

Revenue

Flat

$25,523

Flat from 2016

Expenses

Flat

$25,145

Flat from 2016

Net Income

Flat

$378

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th 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: $24,047Net Assets 2016: $24,0472016Assets 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

2016

Assets$24,047
Liabilities-
Net Assets$24,047
Open 2016 Filing

Operations Trend

Revenue Growth41st 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 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

2016

Revenue$25,523
Expenses$25,145
Net Income$378
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.0
Gross Receipts
$50,625
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$25,145-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel CastenbaderTreasurerPT$0--
Monique PawelkaVice PresidentPT$0--
Lindsay TaylorSecretaryPT$0--
Marina GarciaPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$27,763$27,763$12,673$15,090
Miscellaneous$13,071$13,071$3,215$9,856
Total Events$49,899$49,899$25,102$24,797
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
2016-10-26
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 $5524”

Other Expenses.2

“Miscellaneous $5028”

Other Expenses.3

“Yearbooks $3735”

Other Expenses.4

“Field Trip Expenses $2805”

Other Expenses.5

“Staff Support $2470”

Other Expenses.6

“Supplies $1437”

Other Expenses.7

“Watch Dog Programs $765”

Other Expenses.8

“Staff Appreciation $630”

Other Expenses.9

“Membership Dues $621”

Other Expenses.10

“Bank Charges $175”

Other Expenses.11

“Meeting expense $150”

Raw XML Appendix187 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/BOYAmt023669
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0378
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt049899
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0500
IRS990EZ/GrossReceiptsAmt050625
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0726
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023669
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024047
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023669
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024047
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rachel Castenbader
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Monique Pawelka
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsay Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marina Garcia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt023745
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/GrantsAndAllocationsAmt025145
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025102
IRS990EZ/SpecialEventsNetIncomeLossAmt024797
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025145
IRS990EZ/TotalProgramServiceExpensesAmt025145
IRS990EZ/TotalRevenueAmt025523
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0441
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02038
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053915
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0266674
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0594
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0594
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0269306
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053819
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053805
IRS990ScheduleA/Total509Grp/TotalAmt0269306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050625
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053819
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053805
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0269306
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025102
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Miscellaneous
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027763
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09065
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027763
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09065
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049899
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024797
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09214
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025102
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012673
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03215
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Classroom Expenses $5524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous $5028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Yearbooks $3735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Field Trip Expenses $2805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Staff Support $2470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $1437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Watch Dog Programs $765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Staff Appreciation $630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership Dues $621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Charges $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Meeting expense $150
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Monique Pawelka
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-26
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/ReturnTs02016-10-26T12:26:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,047
Liabilities
-
Net assets
$24,047
Revenue
$25,523
Expenses
$25,145
Net income
$378
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
2016Detailed filing. Detailed filing data is available for this year.$24.0$24.0$25.5$25.1$0.38
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