Civic Intelligence

Liberty Ridge PTO

990EZ • Fiscal year 2017 • EIN 91-1575466

Sep 01, 2016 to Aug 31, 2017 • Filed on Feb 15, 2018

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

(253) 569-2426

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

13th percentile

-27%

Higher net margin than 13% 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

32nd percentile

-7.4%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

6th percentile

-64%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$37,625

Down $3,001 (-7.4%) from 2016

Net Assets

Down

$37,625

Down $3,001 (-7.4%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$13,709

Down $23,871 (-64%) from 2016

Expenses

Down

$17,395

Down $32,748 (-65%) from 2016

Net Income

Up

-$3,686

Up $8,877 (+71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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: $56,0762015Assets 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

2017

Assets$37,625
Liabilities-
Net Assets$37,625
Open 2017 Filing

Operations Trend

Revenue Growth6th 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

2017

Revenue$13,709
Expenses$17,395
Net Income-$3,686
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Feb 15, 2018
Return Version
2016v3.0
Gross Receipts
$41,743
Mission and Program Overview

Mission

Non profit Parent teacher organization for Liberty Ridge Elementary.

To support students and staff of liberty ridge school

Program Services

DescriptionGrantsExpenses
SCHOOL FIELD TRIPS$3,890-
ACCELERATED READING PROGRAM$2,709-
OTHER ENRICHMENT AND RECOGNITION$2,457-
ART DOCENT PROGRAM$1,592-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LACEY EZELLPresidentPT$0--
JENNIFER FOXVice PresidentPT$0--
TAMI CORKREYSecretary-$0--
PAMELA SCHULTZTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$19,256$19,256$14,178$5,078
Book Fair$7,785$7,785$5,283$2,502
Total Events$27,041$27,041$19,461$7,580
Filing and Contact Details

Filer

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

Signing Officer

Name
Pamela Schultz
Title
Treasurer
Signed
2018-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Schram and Associates Inc
Address
15215 SE 272nd STREET, COVINGTON, WA 98042
Preparer
Laura Coen
Phone
2536390494
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $440”

Other Expenses.1

“ENRICHMENT $9775”

Other Expenses.2

“GENERAL SUPPLIES $3365”

Other Expenses.3

“ADMIN EXPENSES $2672”

Other Expenses.4

“RECOGNITION $693”

Other Expenses.5

“TAX PREP FEES $450”

Raw XML Appendix180 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/BooksInCareOfDetail/PhoneNum02535692426
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BONNEY LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098391
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040626
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt04583
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LACEY EZELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMI CORKREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAMELA SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0685
IRS990EZ/OtherExpensesTotalAmt017395
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT STUDENTS AND STAFF OF LIBERTY RIDGE SCHOOL
IRS990EZ/ProgramServiceRevenueAmt02232
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACCELERATED READING PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ART DOCENT PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER ENRICHMENT AND RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03890
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12709
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21592
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt32457
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023914
IRS990EZ/SpecialEventsNetIncomeLossAmt010499
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017395
IRS990EZ/TotalProgramServiceExpensesAmt010648
IRS990EZ/TotalRevenueAmt013709
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024718
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038996
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt069250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015720
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0238402
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07224
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04328
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt016202
IRS990ScheduleA/OtherIncome509Grp/TotalAmt027754
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90460
IRS990ScheduleA/PublicSupportPY509Pct00.90840
IRS990ScheduleA/PublicSupportTotal509Amt0263120
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068886
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067271
IRS990ScheduleA/Total509Grp/TotalAmt0263120
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041743
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt076724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073214
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067271
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290874
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019461
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019256
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019256
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027041
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07580
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019461
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014178
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENRICHMENT $9775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GENERAL SUPPLIES $3365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMIN EXPENSES $2672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RECOGNITION $693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAX PREP FEES $450
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY RIDGE PTO
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0911575466
ReturnHeader/Filer/USAddress/AddressLine1Txt012202 209TH AVE CT E
ReturnHeader/Filer/USAddress/CityNm0BONNEY LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHRAM AND ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015215 SE 272nd STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098042
ReturnHeader/PreparerPersonGrp/PhoneNum02536390494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Coen
ReturnHeader/ReturnTs02018-02-15T19:31:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
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
$37,625
Liabilities
-
Net assets
$37,625
Revenue
$13,709
Expenses
$17,395
Net income
-$3,686
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$56.1$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. 2017 filings • 501(c)3 • <$500k nonprofits