Civic Intelligence

South Bay PTA Thurston County 4430

990EZ • Fiscal year 2018 • EIN 91-1510482

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

83rd percentile

45%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$53,520

Up $16,611 (+45%) from 2017

Net Assets

Up

$53,520

Up $16,611 (+45%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$59,209

Up $6,567 (+12%) from 2017

Expenses

Down

$42,608

Down $5,361 (-11%) from 2017

Net Income

Up

$16,601

Up $11,928 (+255%) from 2017

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

2018

Assets$53,520
Liabilities$0
Net Assets$53,520

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

2018

Revenue$59,209
Expenses$42,608
Net Income$16,601
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$83,427
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-$22,420
Services Book Fair, Yearbook, Fun Fair-$9,047
School Community Barbecue, Clebrations, Family Baseball Night, Sock Hop, Volunteer coordinators, graduation celebration, Golden Acorn, Campus support, Dinner Auction-$8,364
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melanie KincaidVice PresidentPT$0--
Amber DeVillersPresidentPT$0--
Lauren HowardTreasurerPT$0--
Jamie GagnonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Auction$39,498$39,498$2,517$36,981
Fun Fair$2,712$2,712$150$2,562
Total Events$65,270$65,270$24,218$41,052
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 E Howard
Title
Treasurer
Signed
2018-11-15
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

Licenses Fees 275

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

Office Expenses 425

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

Insurance 500

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

Program Expenses 39,831

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

Membership Fees 1,077

Form 990-EZ, Part I, Line 20, Net Assets

Prior Year Adjustment 10

Raw XML Appendix195 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/BOYAmt036909
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053520
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016601
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036909
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053520
IRS990EZ/FundraisingGrossIncomeAmt065270
IRS990EZ/GrossReceiptsAmt083427
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01220
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036909
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053520
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036909
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053520
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0008.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melanie Kincaid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amber DeVillers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lauren Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jamie Gagnon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt010
IRS990EZ/OtherExpensesTotalAmt042108
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Work with school to foster learning in a positive way
IRS990EZ/ProgramServiceRevenueAmt016932
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022420
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18364
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29047
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024218
IRS990EZ/SpecialEventsNetIncomeLossAmt041052
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt042608
IRS990EZ/TotalProgramServiceExpensesAmt039831
IRS990EZ/TotalRevenueAmt059209
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07285
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082202
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt077112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063400
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0349697
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017
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/PublicSupportTotal509Amt0356982
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt078327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063431
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064760
IRS990ScheduleA/Total509Grp/TotalAmt0356982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt067046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064760
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0356999
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024218
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Fair
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt05669
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039498
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039498
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02712
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065270
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041052
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010978
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013645
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02517
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0150
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04904
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04904
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Licenses Fees 275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses 425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses 39,831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership Fees 1,077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prior Year Adjustment 10
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauren E Howard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/AtSubmissionCreationDeviceId0553EA1FEC1C35B81BB15786A279ED5576142A902
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0553EA1FEC1C35B81BB15786A279ED5576142A902
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.140.171.144
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm020:17:34
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/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim Adney
ReturnHeader/ReturnTs02018-11-15T08:30:00-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings