Civic Intelligence

Pioneer Valley Elementary PTA

990EZ • Fiscal year 2023 • EIN 91-1526034

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

7315 Eustis Hunt RdSpanaway, WA 98387-5332

(360) 888-7671

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

Down

$16,814

Down $54,294 (-76%) from 2011

Net Assets

$16,814

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Down

$20,230

Down $12,657 (-38%) from 2011

Expenses

Up

$12,422

Up $11,240 (+951%) from 2011

Net Income

Down

$7,808

Down $23,897 (-75%) from 2011

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $71,108Liabilities 2011: $02011Assets 2023: $16,814Liabilities 2023: $0Net Assets 2023: $16,8142023Assets 2024: $14,896Liabilities 2024: $0Net Assets 2024: $14,8962024Assets 2025: $1,985Liabilities 2025: $0Net Assets 2025: $1,9852025

Highlighted filing

2023

Assets$16,814
Liabilities$0
Net Assets$16,814

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $32,887Expenses 2011: $1,182Net Income 2011: $31,7052011Revenue 2023: $20,230Expenses 2023: $12,422Net Income 2023: $7,8082023Revenue 2024: $11,901Expenses 2024: $13,819Net Income 2024: -$1,9182024Revenue 2025: $3,174Expenses 2025: $16,385Net Income 2025: -$13,2112025

Highlighted filing

2023

Revenue$20,230
Expenses$12,422
Net Income$7,808
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$62,224
Mission and Program Overview

Mission

We are an children's advocacy association known as a PTA.

Program Services

DescriptionGrantsExpenses
The choir performance was a fundraiser with tickets sold to a baseball game to support the music program's choir singing at the game fostering community of the students within the school.-$9,963
The PTA funds Teacher Requests for each educational staff to support students in their classrooms-$1,895
PTA provides two scholarships for former students to attend further education after graduation high school.-$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandy ChamblissPresidentPT$0--
Lisa SerranoVice PresidentPT$0--
Ashley MartinTreasurerPT$0--
Stevie TobiasSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
World's Finest Chocolate sales$33,063$33,063$19,070$13,993
Choir Tickets Sales$11,483$11,483$9,963$1,520
Total Events$44,546$44,546$29,033$15,513
Filing and Contact Details

Filer

Filer Name
Pioneer Valley Elementary PTA
EIN
91-1526034
Address
7315 EUSTIS HUNT RD, SPANAWAY, WA 98387-5332

Signing Officer

Name
Ashley Lynn Martin
Title
Treasurer
Phone
3608887671
Signed
2023-11-15
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

This covers our AIM insurance, money used for cash box event change for concessions at events, our WA PTA Fees, Bank fees, purchase of Moneyminder and Memberplanet, and our WA State Incorporation fee.

990-EZ, Part I, Line 8

This is the amount redeposited for event change after concessions at an event such as movie night. It would match the initial amount withdrawn from our account to have on hand to make change.

Raw XML Appendix212 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Ashley Martin
IRS990EZ/BooksInCareOfDetail/PhoneNum03608887671
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07315 Eustis Hunt Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Spanaway
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098387
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09006
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016814
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IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01674
IRS990EZ/CostOfGoodsSoldAmt012961
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07808
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09006
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016814
IRS990EZ/FundraisingGrossIncomeAmt045346
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08464
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-3451
IRS990EZ/GrossReceiptsAmt062224
IRS990EZ/GrossSalesOfInventoryAmt09510
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0448
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09006
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016814
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brandy Chambliss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Serrano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stevie Tobias
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt03123
IRS990EZ/OtherRevenueTotalAmt01498
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We are an children's advocacy association known as a PTA.
IRS990EZ/PrintingPublicationsPostageAmt0835
IRS990EZ/ProgramServiceRevenueAmt03748
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA provides two scholarships for former students to attend further education after graduation high school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The choir performance was a fundraiser with tickets sold to a baseball game to support the music program's choir singing at the game fostering community of the students within the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The PTA funds Teacher Requests for each educational staff to support students in their classrooms
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19963
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21895
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029033
IRS990EZ/SpecialEventsNetIncomeLossAmt016313
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012422
IRS990EZ/TotalProgramServiceExpensesAmt012858
IRS990EZ/TotalRevenueAmt020230
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01463
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058604
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt058604
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt060067
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060067
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt060067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060067
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029033
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0World's Finest Chocolate sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Choir Tickets Sales
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011483
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044546
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015513
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029033
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019070
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09963
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This covers our AIM insurance, money used for cash box event change for concessions at events, our WA PTA Fees, Bank fees, purchase of Moneyminder and Memberplanet, and our WA State Incorporation fee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This is the amount redeposited for event change after concessions at an event such as movie night. It would match the initial amount withdrawn from our account to have on hand to make change.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 8
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Lynn Martin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03608887671
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pioneer Valley Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PION
ReturnHeader/Filer/EIN0911526034
ReturnHeader/Filer/USAddress/AddressLine1Txt07315 EUSTIS HUNT RD
ReturnHeader/Filer/USAddress/CityNm0SPANAWAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0983875332
ReturnHeader/ReturnTs02023-11-15T20:55:26Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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