Civic Intelligence

Cougar Ridge Elementary Ptsa Unit 2 6 8

990 • Fiscal year 2023 • EIN 91-1553861

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

15 Oregon Ave Suite 202Tacoma, WA 98409-7463

(786) 537-8930

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

14th percentile

-33%

Higher net margin than 14% 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

33rd percentile

-8.6%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$349,875

Down $33,023 (-8.6%) from 2022

Net Assets

Down

$349,875

Down $33,023 (-8.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$100,502

Down $50,683 (-34%) from 2022

Expenses

Up

$133,525

Up $18,068 (+16%) from 2022

Net Income

Down

-$33,023

Down $68,751 (-192%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $140,918Liabilities 2011: $02011Assets 2012: $199,502Liabilities 2012: $02012Assets 2013: $175,432Liabilities 2013: $02013Assets 2014: $263,345Liabilities 2014: $0Net Assets 2014: $263,3452014Assets 2015: $200,882Liabilities 2015: $0Net Assets 2015: $200,8822015Assets 2016: $277,224Liabilities 2016: $0Net Assets 2016: $277,2242016Assets 2017: $225,016Liabilities 2017: $0Net Assets 2017: $225,0162017Assets 2018: $300,857Liabilities 2018: $0Net Assets 2018: $300,8572018Assets 2019: $300,904Liabilities 2019: $0Net Assets 2019: $300,9042019Assets 2020: $347,566Liabilities 2020: $0Net Assets 2020: $347,5662020Assets 2021: $347,170Liabilities 2021: $0Net Assets 2021: $347,1702021Assets 2022: $382,898Liabilities 2022: $0Net Assets 2022: $382,8982022Assets 2023: $349,875Liabilities 2023: $0Net Assets 2023: $349,8752023Assets 2024: $343,614Liabilities 2024: $0Net Assets 2024: $343,6142024Assets 2025: $345,773Liabilities 2025: $0Net Assets 2025: $345,7732025

Highlighted filing

2023

Assets$349,875
Liabilities$0
Net Assets$349,875

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $42,840Expenses 2011: $128,416Net Income 2011: -$85,5762011Revenue 2012: $198,764Expenses 2012: $140,177Net Income 2012: $58,5872012Revenue 2013: $109,576Expenses 2013: $133,654Net Income 2013: -$24,0782013Revenue 2014: $230,568Expenses 2014: $0Net Income 2014: $230,5682014Revenue 2015: $121,032Expenses 2015: $183,395Net Income 2015: -$62,3632015Revenue 2016: $249,039Expenses 2016: $172,697Net Income 2016: $76,3422016Revenue 2017: $106,164Expenses 2017: $158,373Net Income 2017: -$52,2092017Revenue 2018: $294,254Expenses 2018: $218,413Net Income 2018: $75,8412018Revenue 2019: $136,318Expenses 2019: $136,271Net Income 2019: $472019Revenue 2020: $172,098Expenses 2020: $125,436Net Income 2020: $46,6622020Revenue 2021: $19,573Expenses 2021: $19,969Net Income 2021: -$3962021Revenue 2022: $151,185Expenses 2022: $115,457Net Income 2022: $35,7282022Revenue 2023: $100,502Expenses 2023: $133,525Net Income 2023: -$33,0232023Revenue 2024: $119,678Expenses 2024: $127,400Net Income 2024: -$7,7222024Revenue 2025: $100,410Expenses 2025: $98,439Net Income 2025: $1,9712025

Highlighted filing

2023

Revenue$100,502
Expenses$133,525
Net Income-$33,023
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$100,502
Mission and Program Overview

Mission

Our mission is to enhance student learning through programs events and funding that support school-based curriculum and to advocate for the health safety education and welfare of all children in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$201,213$201,471▲ $258
Cash and Non-Interest-Bearing Accounts$181,685$148,404▼ $33,281
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$382,898$349,875▼ $33,023
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$382,898$349,875▼ $33,023
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$382,898$349,875▼ $33,023
Total Liabilities and Net Assets / Fund Balance$382,898$349,875▼ $33,023
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tracy DaguiteraCo president
Betty KoPresident
Malda Taki EddineVice President
-Co-Treasurer
Sheetal ChavanSecretary
Luciana ItoTreasurer
Diana ByagagaireVP Community Engagement
Kim BeaudoinVP of Communication
Sarah HarrisVP of Events
Simran PuriVP of Outreach
Dorothy DavisVP of Programs
Jennifer AdlakhaVP of Service and Recognition
Revenue and Support

Revenue Composition

Contributions and Grants
$51,125
Program Service Revenue
$49,237
Investment Income
$140
Other Revenue
$0
All Other Contributions
$45,806
Change in Net Assets
$-33,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,921
Other Expenses$50,604
Total Fundraising Expense$521
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,412--$51,412
Grants to Domestic Individuals$14,582--$31,509
Fees for Services Accounting$0$5,616$0$5,616
Payments to Affiliates$0$3,248$0$3,248
Office Expenses$0$1,497$0$1,497
Other Expenses$521$0$521$521
Total Functional Expenses$123,164$10,361$521$133,525
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Issaquah Schools DistrictIssaquah, WA501(c)(3)30th PTSA gift school upgrades$22,468
Issaquah Schools DistrictIssaquah, WA501(c)(3)Support for Curriculum$9,890
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 1

Less membership registration

Part VI, Line 6

Cougar Ridge Elementary PTSA members

Part VI, Line 7A

Cougar Ridge Elementary PTSA members

Part VI, Line 7B

Cougar Ridge Elementary PTSA members

Part VI, Line 11B

The Form 990 is published on the PTSA website and also available upon request to all PTSA members.

Part VI, Line 19

Financial documents and policies are available to all members at monthly PTSA meetings and published on the PTSA website.

Part VI Line 6

| Explanation:| Cougar Ridge Elementary PTSA members

Part VI Line 6

| Explanation:| Cougar Ridge Elementary PTSA members

Filing and Contact Details

Filer

Filer Name
Cougar Ridge Elementary P T S a
EIN
91-1553861
In Care Of
% Sara Woody President
Phone
7865378930
Address
15 Oregon Ave Suite 202, Tacoma, WA 98409-7463
Doing Business As
Cougar Ridge Elementary PTSA Unit 268

Signing Officer

Name
Luciana Ito
Title
Treasurer
Signed
2023-11-14
Discuss with paid preparer
No

Organization Details

Formed
1992
Legal Domicile
Wa
Voting Board Members
410
Independent Board Members
410
Employees
0
Volunteers
400

Preparer

Firm
Cougar Ridge Elementary PTSA
Address
4630 167TH AVE SE, Bellevue, WA 98006
Preparer
Cougar Ridge Elementary PTSA Cougar
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IRS990/Form990PartVIISectionAGrp/TitleTxt4VP of Events
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP Community Engagement
IRS990/Form990PartVIISectionAGrp/TitleTxt6President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Co president
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
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IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt0410
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt014582
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt031509
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt051412
IRS990/GrantsToDomesticOrgsGrp/TotalAmt051412
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt0100502
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0410
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0140
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0140
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05319
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Our mission is to enhance student learning through programs events and funding that support school-based curriculum and to advocate for the health safety education and welfare of all children in the community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0382898
IRS990/NetAssetsOrFundBalancesEOYAmt0349875
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0382898
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0349875
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01497
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt01497
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Yearbook
IRS990/OtherExpensesGrp/Desc1Bookfair
IRS990/OtherExpensesGrp/Desc230th Anniversary PTSA statue
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt3521
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt010297
IRS990/OtherExpensesGrp/ProgramServicesAmt16957
IRS990/OtherExpensesGrp/ProgramServicesAmt222468
IRS990/OtherExpensesGrp/ProgramServicesAmt3521
IRS990/OtherExpensesGrp/TotalAmt010297
IRS990/OtherExpensesGrp/TotalAmt16957
IRS990/OtherExpensesGrp/TotalAmt222468
IRS990/OtherExpensesGrp/TotalAmt3521
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.00$3.46$1.00$0.98$0.02
2024Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$1.20$1.27$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$1.01$1.34$0.33
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$1.51$1.15$0.36
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.20$0.20$0.00
2020Summary only. Only limited summary data is available for this year.$3.48$0.00$3.48$1.72$1.25$0.47
2019Summary only. Only limited summary data is available for this year.$3.01$0.00$3.01$1.36$1.36$0.00
2018Summary only. Only limited summary data is available for this year.$3.01$0.00$3.01$2.94$2.18$0.76
2017Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$1.06$1.58$0.52
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$2.49$1.73$0.76
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$1.21$1.83$0.62
2014Summary only. Only limited summary data is available for this year.$2.63$0.00$2.63$2.31$0.00$2.31
2013Summary only. Only limited summary data is available for this year.$1.75$0.00$1.10$1.34$0.24
2012Summary only. Only limited summary data is available for this year.$2.00$0.00$1.99$1.40$0.59
2011Summary only. Only limited summary data is available for this year.$1.41$0.00$0.43$1.28$0.86