Civic Intelligence

Harmony Elementary PTA Unit 3 6 11

990EZ • Fiscal year 2014 • EIN 91-1535141

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 21, 2015

Organization ProfileN/A
PO Box 871135Vancouver, WA 98687

(360) 606-9616

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-44%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$40,076

Down $4,551 (-10%) from 2013

Net Assets

Down

$40,076

Down $4,551 (-10%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin18th percentile

Revenue

Down

$28,139

Down $21,970 (-44%) from 2013

Expenses

Down

$32,690

Down $5,037 (-13%) from 2013

Net Income

Down

-$4,551

Down $16,933 (-137%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$60K$40K$20K$0Assets 2010: $27,014Net Assets 2010: $27,0142010Assets 2011: $44,906Net Assets 2011: $44,9062011Assets 2012: $32,245Liabilities 2012: $0Net Assets 2012: $32,2452012Assets 2013: $44,627Net Assets 2013: $44,6272013Assets 2014: $40,076Liabilities 2014: $0Net Assets 2014: $40,0762014Assets 2015: $38,857Net Assets 2015: $38,8572015Assets 2016: $20,339Net Assets 2016: $20,3392016Assets 2017: $26,149Net Assets 2017: $26,1492017Assets 2018: $15,358Net Assets 2018: $15,3582018Assets 2019: $26,250Net Assets 2019: $26,2502019Assets 2020: $30,637Net Assets 2020: $30,6372020

Highlighted filing

2014

Assets$40,076
Liabilities$0
Net Assets$40,076
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $33,690Expenses 2010: $23,564Net Income 2010: $10,1262010Revenue 2011: $120,628Expenses 2011: $102,736Net Income 2011: $17,8922011Revenue 2012: $124,878Expenses 2012: $137,539Net Income 2012: -$12,6612012Revenue 2013: $50,109Expenses 2013: $37,727Net Income 2013: $12,3822013Revenue 2014: $28,139Expenses 2014: $32,690Net Income 2014: -$4,5512014Revenue 2015: $21,393Expenses 2015: $22,612Net Income 2015: -$1,2192015Revenue 2016: $20,276Expenses 2016: $38,794Net Income 2016: -$18,5182016Revenue 2017: $34,501Expenses 2017: $28,691Net Income 2017: $5,8102017Revenue 2018: $23,541Expenses 2018: $34,332Net Income 2018: -$10,7912018Revenue 2019: $36,727Expenses 2019: $25,835Net Income 2019: $10,8922019Revenue 2020: $22,136Expenses 2020: $17,749Net Income 2020: $4,3872020

Highlighted filing

2014

Revenue$28,139
Expenses$32,690
Net Income-$4,551
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 21, 2015
Return Version
2013v4.0
Gross Receipts
$118,229
Mission and Program Overview

Mission

Funding of children's educational activities.

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT, ENRICHMENT AND EDUCATION THROUGH STUDENT ASSEMBLIES, BOOK FAIRS, LITERACY PROGRAMS, SCHOLARSHIPS AND ACADEMIC CLUBS.-$21,596
TEACHER SUPPPORT PRGOGRAMS THROUGH DEFERRMENT OF COSTS OF CLASSROOM SUPPLIES AND EQUIPMENT AND PURCHASE OF SCHOOL AND CLASSROOM EQUIPMENT.-$9,772
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN RODRIGUEZPresidentPT$0--
KRISTEN BOOSVP - FundraiPT$0--
JACKIE WEATHERSPOONVP Of PrograPT$0--
NIKKI BILLSTreasurerPT$0--
ADRIENNE SAPPSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$33,453$33,453$31,522$1,931
Event 2$15,770$15,770$12,644$3,126
Total Events$89,308$89,308$73,413$15,895
Filing and Contact Details

Filer

EIN
91-1535141
Phone
3606069616

Signing Officer

Name
Nikki Bills
Title
Treasurer
Phone
3606069616
Signed
2015-04-21
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office costs 65 po box rental 96 conferences / classes 12 insurance 250 annual corp renewal 10 charitable solicitation 40 childcare 300 safe deposit box 50 art discovery 1,500 hospitality 1,782 programs 1,575 summer reading program 1,751 student enrichment 3,577 teacher requests 4,915 student support 1,359 scholarship 1,000 peer mediation 86 safety patrol 350 5th grade promotion 273 donations 205 open house 356 talent show 231 focus goal - school oper. 1,853 unallocated funds 7,934 membership fees 2,621 total 32,191”

Raw XML Appendix155 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JEAN RODRIGUEZ
CompensationExplanation/CompensationExplanationGrp/PersonNm1KRISTEN BOOS
CompensationExplanation/CompensationExplanationGrp/PersonNm2JACKIE WEATHERSPOON
CompensationExplanation/CompensationExplanationGrp/PersonNm3NIKKI BILLS
CompensationExplanation/CompensationExplanationGrp/PersonNm4ADRIENNE SAPP
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NIKKI BILLS
IRS990EZ/BooksInCareOfDetail/PhoneNum03608962810
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102900 NE 163RD CT
IRS990EZ/BooksInCareOfDetail/USAddress/City0VANCOUVER
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode098682
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044627
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040076
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02864
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4551
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044627
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040076
IRS990EZ/FundraisingGrossIncomeAmt0108555
IRS990EZ/GamingGrossIncomeAmt06777
IRS990EZ/GrossReceiptsAmt0118229
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt033
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044627
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040076
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044627
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040076
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEAN RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTEN BOOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACKIE WEATHERSPOON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NIKKI BILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ADRIENNE SAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP - FUNDRAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF PROGRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032191
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FUNDING OF CHILDREN'S EDUCATIONAL ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt0499
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT, ENRICHMENT AND EDUCATION THROUGH STUDENT ASSEMBLIES, BOOK FAIRS, LITERACY PROGRAMS, SCHOLARSHIPS AND ACADEMIC CLUBS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER SUPPPORT PRGOGRAMS THROUGH DEFERRMENT OF COSTS OF CLASSROOM SUPPLIES AND EQUIPMENT AND PURCHASE OF SCHOOL AND CLASSROOM EQUIPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021596
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19772
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt090090
IRS990EZ/SpecialEventsNetIncomeLossAmt025242
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032690
IRS990EZ/TotalProgramServiceExpensesAmt031368
IRS990EZ/TotalRevenueAmt028139
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02864
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02716
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069653
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0108588
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt093685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0120584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097173
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0480977
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt06777
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt06602
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt013379
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0564009
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0103003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0124784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120584
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097409
IRS990ScheduleA/Total509Grp/TotalAmt0564009
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0103003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0124784
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0120584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097409
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0564009
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt073413
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033453
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt040085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt089308
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033453
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt040085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt089308
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SCRIP GIFT CARD
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015895
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt029247
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt073413
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt031522
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012644
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE COSTS 65 PO BOX RENTAL 96 CONFERENCES / CLASSES 12 INSURANCE 250 ANNUAL CORP RENEWAL 10 CHARITABLE SOLICITATION 40 CHILDCARE 300 SAFE DEPOSIT BOX 50 ART DISCOVERY 1,500 HOSPITALITY 1,782 PROGRAMS 1,575 SUMMER READING PROGRAM 1,751 STUDENT ENRICHMENT 3,577 TEACHER REQUESTS 4,915 STUDENT SUPPORT 1,359 SCHOLARSHIP 1,000 PEER MEDIATION 86 SAFETY PATROL 350 5TH GRADE PROMOTION 273 DONATIONS 205 OPEN HOUSE 356 TALENT SHOW 231 FOCUS GOAL - SCHOOL OPER. 1,853 UNALLOCATED FUNDS 7,934 MEMBERSHIP FEES 2,621 TOTAL 32,191
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NIKKI BILLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03606069616
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10HARMONY ELEMENTARY PTA UNIT 3611
ReturnHeader/Filer/BusinessNameControlTxt0HARM
ReturnHeader/Filer/EIN0911535141
ReturnHeader/Filer/PhoneNum03606069616
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 871135
ReturnHeader/Filer/USAddress/City0VANCOUVER
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098687
ReturnHeader/ReturnTs02015-05-06T11:20:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,076
Liabilities
$0
Net assets
$40,076
Revenue
$28,139
Expenses
$32,690
Net income
-$4,551
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.22$0.18$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.37$0.26$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.15$0.24$0.34$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.35$0.29$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.20$0.39$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.21$0.23$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.28$0.33$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$0.50$0.38$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$1.25$1.38$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$1.21$1.03$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.34$0.24$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits