Civic Intelligence

Bordeaux Parent Teacher Student Organization

990EZ • Fiscal year 2017 • EIN 91-1510614

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 22, 2017

Organization ProfileN/A
350 E University AvenueShelton, WA 98584

(360) 490-6814

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

80th percentile

25%

Higher net margin than 80% 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

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$103,850

Up $32,600 (+46%) from 2016

Net Assets

Up

$103,850

Up $32,600 (+46%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin80th percentile

Revenue

Up

$69,054

Up $22,233 (+47%) from 2016

Expenses

Up

$51,948

Up $17,766 (+52%) from 2016

Net Income

Up

$17,106

Up $4,467 (+35%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$150K$100K$50K$0Assets 2011: $18,813Liabilities 2011: $02011Assets 2014: $61,145Liabilities 2014: $02014Assets 2015: $58,611Liabilities 2015: $02015Assets 2016: $71,250Liabilities 2016: $0Net Assets 2016: $71,2502016Assets 2017: $103,850Net Assets 2017: $103,8502017Assets 2018: $118,307Net Assets 2018: $118,3072018Assets 2019: $127,074Net Assets 2019: $127,0742019Assets 2022: $127,361Net Assets 2022: $127,3612022

Highlighted filing

2017

Assets$103,850
Liabilities-
Net Assets$103,850
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $14,477Expenses 2011: $8,578Net Income 2011: $5,8992011Revenue 2014: $68,375Expenses 2014: $54,158Net Income 2014: $14,2172014Revenue 2015: $55,686Expenses 2015: $58,220Net Income 2015: -$2,5342015Revenue 2016: $46,821Expenses 2016: $34,182Net Income 2016: $12,6392016Revenue 2017: $69,054Expenses 2017: $51,948Net Income 2017: $17,1062017Revenue 2018: $73,742Expenses 2018: $59,285Net Income 2018: $14,4572018Revenue 2019: $58,461Expenses 2019: $49,694Net Income 2019: $8,7672019Revenue 2022: $63,516Expenses 2022: $22,915Net Income 2022: $40,6012022

Highlighted filing

2017

Revenue$69,054
Expenses$51,948
Net Income$17,106
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 22, 2017
Return Version
2016v3.0
Gross Receipts
$99,368
Mission and Program Overview

Mission

Provide financial and social support for the local elementary school and surrounding community.

Program Services

DescriptionGrantsExpenses
TO RAISE FUNDS FOR THE EDUCATIONAL AND SOCIAL PROGRAMS OF BORDEAUX ELEMENTARY SCHOOL IN SHELTON, WA.-$51,848
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AIMEE ROWLANDCo-President-$0--
KARA MEDCALFCo-President-$0--
JULIE SMITHSecretary-$0--
GAIL GRAYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$46,210$46,210$9,143$37,067
Fall Fundraiser$16,337$16,337-$16,337
Total Events$73,801$73,801$18,016$55,785
Filing and Contact Details

Filer

Filer Name
Bordeaux Elementary Ptso
EIN
91-1510614
Address
350 E UNIVERSITY AVENUE, SHELTON, WA 98584

Signing Officer

Name
Gail Gray
Title
Treasurer
Signed
2017-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Wittenberg CPA Ps
Address
PO BOX 1783, SHELTON, WA 98584-5012
Preparer
Michael D Wittenberg
Phone
3604260230
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other income 246 total 246”

Form 990-ez, Part I, Line 16

“Expenses supplies 487 teacher conferences 148 bank service charges 67 dues and subscriptions 33 program expenses - direct 50,653 total 51,388”

Form 990-ez, Part III

“Provide financial and social support for the local elementary school and surrounding community.”

Raw XML Appendix146 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/PersonNm0GAIL GRAY
IRS990EZ/BooksInCareOfDetail/PhoneNum03604906814
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0151 HAWTHORNE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHELTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098584
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086744
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0103850
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07134
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017106
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt086744
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0103850
IRS990EZ/FundraisingGrossIncomeAmt091704
IRS990EZ/GrossReceiptsAmt099368
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0284
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086744
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0103850
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086744
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0103850
IRS990EZ/OccupancyRentUtltsAndMaintAmt0560
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AIMEE ROWLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KARA MEDCALF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GAIL GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt051388
IRS990EZ/OtherRevenueTotalAmt0246
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL AND SOCIAL SUPPORT FOR THE LOCAL ELEMENTARY SCHOOL AND SURROUNDING COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE FUNDS FOR THE EDUCATIONAL AND SOCIAL PROGRAMS OF BORDEAUX ELEMENTARY SCHOOL IN SHELTON, WA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051848
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030314
IRS990EZ/SpecialEventsNetIncomeLossAmt061390
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051948
IRS990EZ/TotalProgramServiceExpensesAmt051848
IRS990EZ/TotalRevenueAmt069054
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07134
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0284
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0284
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0284
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt046210
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt046210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0284
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0284
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99470
IRS990ScheduleA/PublicSupportTotal509Amt053628
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053628
IRS990ScheduleA/Total509Grp/TotalAmt053628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053912
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt053912
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018016
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016337
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt073801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016337
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt073801
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055785
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08873
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018016
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09143
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME 246 TOTAL 246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES 487 TEACHER CONFERENCES 148 BANK SERVICE CHARGES 67 DUES AND SUBSCRIPTIONS 33 PROGRAM EXPENSES - DIRECT 50,653 TOTAL 51,388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE FINANCIAL AND SOCIAL SUPPORT FOR THE LOCAL ELEMENTARY SCHOOL AND SURROUNDING COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BORDEAUX ELEMENTARY PTSO
ReturnHeader/Filer/BusinessNameControlTxt0BORD
ReturnHeader/Filer/EIN0911510614
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 E UNIVERSITY AVENUE
ReturnHeader/Filer/USAddress/CityNm0SHELTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098584
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB4848EFE3FD9613C306EB23FAA9327ADE492368
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912017064
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITTENBERG CPA PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1783
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0985845012
ReturnHeader/PreparerPersonGrp/PhoneNum03604260230
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D WITTENBERG
ReturnHeader/ReturnTs02017-12-22T16:22:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$103,850
Liabilities
-
Net assets
$103,850
Revenue
$69,054
Expenses
$51,948
Net income
$17,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.64$0.23$0.41
2019Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.58$0.50$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.74$0.59$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.69$0.52$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.47$0.34$0.13
2015Summary only. Only limited summary data is available for this year.$0.59$0.00$0.56$0.58$0.03
2014Summary only. Only limited summary data is available for this year.$0.61$0.00$0.68$0.54$0.14
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.14$0.09$0.06