Civic Intelligence

South Bay PTA Thurston County 4430

990EZ • Fiscal year 2017 • EIN 91-1510482

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

3422 29th Ave NEOlympia, WA 98501

(360) 742-4929

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

61st percentile

8.9%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$36,909

Up $4,673 (+14%) from 2016

Net Assets

Up

$36,909

Up $4,673 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$52,642

Up $13,891 (+36%) from 2016

Expenses

Up

$47,969

Up $1,138 (+2.4%) from 2016

Net Income

Up

$4,673

Up $12,753 (+158%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $33,681Liabilities 2012: $02012Assets 2013: $28,268Liabilities 2013: $0Net Assets 2013: $28,2682013Assets 2014: $36,683Liabilities 2014: $0Net Assets 2014: $36,6832014Assets 2015: $40,316Liabilities 2015: $0Net Assets 2015: $40,3162015Assets 2016: $32,236Liabilities 2016: $0Net Assets 2016: $32,2362016Assets 2017: $36,909Liabilities 2017: $0Net Assets 2017: $36,9092017Assets 2018: $53,520Liabilities 2018: $0Net Assets 2018: $53,5202018Assets 2024: $59,490Net Assets 2024: $59,4902024

Highlighted filing

2017

Assets$36,909
Liabilities$0
Net Assets$36,909

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $5,342Expenses 2012: $6,104Net Income 2012: -$7622012Revenue 2013: -$2,426Expenses 2013: $2,987Net Income 2013: -$5,4132013Revenue 2014: $10,449Expenses 2014: $2,034Net Income 2014: $8,4152014Revenue 2015: $43,243Expenses 2015: $39,610Net Income 2015: $3,6332015Revenue 2016: $38,751Expenses 2016: $46,831Net Income 2016: -$8,0802016Revenue 2017: $52,642Expenses 2017: $47,969Net Income 2017: $4,6732017Revenue 2018: $59,209Expenses 2018: $42,608Net Income 2018: $16,6012018Revenue 2024: $33,100Expenses 2024: $13,287Net Income 2024: $19,8132024

Highlighted filing

2017

Revenue$52,642
Expenses$47,969
Net Income$4,673
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$78,331
Mission and Program Overview

Mission

Work with school to foster learning in a positive way

Program Services

DescriptionGrantsExpenses
Curriculum Enhancement and Campus support Emergency preparedness, teacher grants, BEAR Reading, Junior programs, School Play, Field Trips, Science Expo--
School Community Barbecue, Clebrations, Family Baseball Night, Sock Hop, Volunteer coordinators, graduation celebration, Golden Acorn, Campus support, Dinner Auction--
Services Book Fair, Yearbook, Fun Fair--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meagan MontieroPresidentPT$0--
Amber DeVillersVice PresidentPT$0--
Jennifer LongmuirSecretaryPT$0--
Lauren HowardTreasurerPT$0--
Jamie GagnonSecretary-Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Auction$33,719$33,719$2,894$30,825
Fun Fair$4,771$4,771$366$4,405
Total Events$62,587$62,587$25,689$36,898
Filing and Contact Details

Filer

Filer Name
South Bay PTA Thurston County 4430
EIN
91-1510482
Phone
3607424929
Address
3422 29th Ave NE, Olympia, WA 98501

Signing Officer

Name
Lauren Howard
Title
Treasurer
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
AccountSource Inc
Address
205 Erie St SE, Tumwater, WA 98501
Preparer
Kim Adney
Phone
3604598118
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 607

Form 990-EZ, Part I, Line 16, Other Expenses

Licenses Fees 1,133

Form 990-EZ, Part I, Line 16, Other Expenses

Office Expenses 384

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 400

Form 990-EZ, Part I, Line 16, Other Expenses

Program Expenses 36,945

Raw XML Appendix194 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/PersonNm0Jamie Gagnon
IRS990EZ/BooksInCareOfDetail/PhoneNum03608704291
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03321 Woodard Green Dr NE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Olympia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098506
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032236
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036909
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04673
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032236
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036909
IRS990EZ/FundraisingGrossIncomeAmt062587
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07700
IRS990EZ/GrossReceiptsAmt078331
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01215
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032236
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036909
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032236
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036909
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Meagan Montiero
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amber DeVillers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Longmuir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jamie Gagnon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary-Elect
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039469
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Work with school to foster learning in a positive way
IRS990EZ/PrintingPublicationsPostageAmt0300
IRS990EZ/ProgramServiceRevenueAmt014525
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Curriculum Enhancement and Campus support Emergency preparedness, teacher grants, BEAR Reading, Junior programs, School Play, Field Trips, Science Expo
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Community Barbecue, Clebrations, Family Baseball Night, Sock Hop, Volunteer coordinators, graduation celebration, Golden Acorn, Campus support, Dinner Auction
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Services Book Fair, Yearbook, Fun Fair
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025689
IRS990EZ/SpecialEventsNetIncomeLossAmt036898
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt047969
IRS990EZ/TotalRevenueAmt052642
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06065
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt065902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt063400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0267495
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0273560
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063431
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt067042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064760
IRS990ScheduleA/Total509Grp/TotalAmt0273560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt067046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064760
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0273572
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025689
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Fair
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04815
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt024097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062587
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036898
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013401
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016661
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02894
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0366
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04213
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04213
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Licenses Fees 1,133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses 384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Expenses 36,945
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauren Howard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0South Bay PTA Thurston County 4430
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0911510482
ReturnHeader/Filer/PhoneNum03607424929
ReturnHeader/Filer/USAddress/AddressLine1Txt03422 29th Ave NE
ReturnHeader/Filer/USAddress/CityNm0Olympia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09980E28DA2AF096AE675938AD346AB37FA5B8385
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09980E28DA2AF096AE675938AD346AB37FA5B8385
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.113.69.145
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm023:34:22
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AccountSource Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0205 Erie St SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tumwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098501
ReturnHeader/PreparerPersonGrp/PhoneNum03604598118
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim Adney
ReturnHeader/ReturnTs02017-11-06T10:38:01-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings