Civic Intelligence

Liberty Ridge PTO

990EZ • Fiscal year 2015 • EIN 91-1575466

Sep 01, 2014 to Aug 31, 2015 • Filed on Feb 12, 2016

Organization ProfileN/A
12202 209th Ave CT EBonney Lake, WA 98391

(253) 563-2504

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

90th percentile

93%

Faster asset growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,189

Up $25,574 (+93%) from 2014

Net Assets

$53,189

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$38,102

Up $7,472 (+24%) from 2014

Expenses

Down

$9,641

Down $24,767 (-72%) from 2014

Net Income

Up

$28,461

Up $32,239 (+853%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$60K$40K$20K$0Assets 2011: $22,289Liabilities 2011: $02011Assets 2012: $22,824Net Assets 2012: $22,8242012Assets 2013: $31,393Net Assets 2013: $31,3932013Assets 2014: $27,615Liabilities 2014: $02014Assets 2015: $53,189Net Assets 2015: $53,1892015Assets 2016: $40,626Net Assets 2016: $40,6262016Assets 2017: $37,625Net Assets 2017: $37,6252017Assets 2020: $38,490Liabilities 2020: $0Net Assets 2020: $38,4902020Assets 2021: $37,247Liabilities 2021: $0Net Assets 2021: $37,2472021Assets 2022: $47,483Liabilities 2022: $0Net Assets 2022: $47,4832022Assets 2023: $23,017Liabilities 2023: $02023

Highlighted filing

2015

Assets$53,189
Liabilities-
Net Assets$53,189
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

$100K$50K$0-$50KRevenue 2011: $21,870Expenses 2011: $12,965Net Income 2011: $8,9052011Revenue 2012: $32,786Expenses 2012: $32,368Net Income 2012: $4182012Revenue 2013: $32,134Expenses 2013: $23,565Net Income 2013: $8,5692013Revenue 2014: $30,630Expenses 2014: $34,408Net Income 2014: -$3,7782014Revenue 2015: $38,102Expenses 2015: $9,641Net Income 2015: $28,4612015Revenue 2016: $37,580Expenses 2016: $50,143Net Income 2016: -$12,5632016Revenue 2017: $13,709Expenses 2017: $17,395Net Income 2017: -$3,6862017Revenue 2020: $29,842Expenses 2020: $30,805Net Income 2020: -$9632020Revenue 2021: $8,629Expenses 2021: $9,872Net Income 2021: -$1,2432021Revenue 2022: $48,941Expenses 2022: $38,705Net Income 2022: $10,2362022Revenue 2023: $36,464Expenses 2023: $60,930Net Income 2023: -$24,4662023

Highlighted filing

2015

Revenue$38,102
Expenses$9,641
Net Income$28,461
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$73,214
Mission and Program Overview

Mission

Non profit Parent teacher organization for Liberty Ridge Elementary.

To support students and staff

Program Services

DescriptionGrantsExpenses
FIELD TRIPS-$2,663
ACCELERATED READING-$2,041
MISC OFFICE SUPPLIES-$1,134
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBEKAH LINFORDPresidentPT$0--
KRISTINA WATKINSVice PresidentPT$0--
REBECCA HARTSecretaryPT$0--
KRISTINE L FOXTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chocolate$25,138$25,138$12,930$12,208
Book Fair$6,970$6,970$5,577$1,393
Total Events$60,167$60,167$35,112$25,055
Filing and Contact Details

Filer

Filer Name
Liberty Ridge Pto
EIN
91-1575466
Phone
2535632504
Address
12202 209TH AVE CT E, BONNEY LAKE, WA 98391

Signing Officer

Name
Rebekah Linford
Title
President
Signed
2016-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Schram & Associates
Address
PO Box 9379, COVINGTON, WA 98042
Preparer
Bret Espey CPA
Phone
2536390494
Supplemental Narrative

Additional Explanations

Part 1 Line 10 - Grants Paid

“STAFF ACCOUNTS $900”

Other Expenses

“Enrichment $4506; health rm exp $15; misc $1027; organizational $1128; recognition $721; special needs $1334 total $8731”

Raw XML Appendix141 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/PersonNm0KRISTINE FOX
IRS990EZ/BooksInCareOfDetail/PhoneNum04357648969
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011312 149TH AVE CT E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PUYALLUP
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098374
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027615
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053189
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08719
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028461
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027615
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053189
IRS990EZ/FundraisingGrossIncomeAmt060167
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0900
IRS990EZ/GrossReceiptsAmt073214
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027615
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056076
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027615
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053189
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REBEKAH LINFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTINA WATKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTINE L FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08731
IRS990EZ/OtherRevenueTotalAmt04328
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS AND STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACCELERATED READING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MISC OFFICE SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02663
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12041
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21134
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035112
IRS990EZ/SpecialEventsNetIncomeLossAmt025055
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09641
IRS990EZ/TotalProgramServiceExpensesAmt05838
IRS990EZ/TotalRevenueAmt038102
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016202
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt016202
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt037938
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08719
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029204
IRS990ScheduleA/Total509Grp/TotalAmt037938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029204
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037938
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035112
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHOCOLATE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt028059
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060167
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025055
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt016605
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035112
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05577
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STAFF ACCOUNTS $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENRICHMENT $4506; HEALTH RM EXP $15; MISC $1027; ORGANIZATIONAL $1128; RECOGNITION $721; SPECIAL NEEDS $1334 TOTAL $8731
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 10 - GRANTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1OTHER EXPENSES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBEKAH LINFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY RIDGE PTO
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0911575466
ReturnHeader/Filer/PhoneNum02535632504
ReturnHeader/Filer/USAddress/AddressLine1Txt012202 209TH AVE CT E
ReturnHeader/Filer/USAddress/CityNm0BONNEY LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098391
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912167633
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHRAM & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 9379
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098042
ReturnHeader/PreparerPersonGrp/PhoneNum02536390494
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRET ESPEY CPA
ReturnHeader/ReturnTs02016-11-11T12:02:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,189
Liabilities
-
Net assets
$53,189
Revenue
$38,102
Expenses
$9,641
Net income
$28,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$23.0$0.00$36.5$60.9$24.5
2022Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$48.9$38.7$10.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.2$0.00$37.2$8.63$9.87$1.24
2020Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$29.8$30.8$0.96
2017Detailed filing. Detailed filing data is available for this year.$37.6$37.6$13.7$17.4$3.69
2016Detailed filing. Detailed filing data is available for this year.$40.6$40.6$37.6$50.1$12.6
2015Detailed filing. Detailed filing data is available for this year.$53.2$53.2$38.1$9.64$28.5
2014Summary only. Only limited summary data is available for this year.$27.6$0.00$30.6$34.4$3.78
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$31.4$32.1$23.6$8.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$22.8$32.8$32.4$0.42
2011Summary only. Only limited summary data is available for this year.$22.3$0.00$21.9$13.0$8.91
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits