Civic Intelligence

Liberty Ridge PTO

990EZ • Fiscal year 2023 • EIN 91-1575466

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 13, 2024

12202 209th Ave CT EBonney Lake, WA 98391-7766

(253) 891-4800

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

8th percentile

-67%

Higher net margin than 8% 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

10th percentile

-52%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Flat

$23,017

Flat from 2023

Net Assets

$23,017

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$36,464

Flat from 2023

Expenses

Flat

$60,930

Flat from 2023

Net Income

Flat

-$24,466

Flat from 2023

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2023: $23,0172023Assets 2023: $23,017Liabilities 2023: $02023

Highlighted filing

2023

Assets$23,017
Liabilities$0
Net Assets$23,017

Operations Trend

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: -$24,4662023Revenue 2023: $36,464Expenses 2023: $60,930Net Income 2023: -$24,4662023

Highlighted filing

2023

Revenue$36,464
Expenses$60,930
Net Income-$24,466
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 13, 2024
Return Version
2022v5.0
Gross Receipts
$61,408
Mission and Program Overview

Mission

Non profit Parent teacher organization for Liberty Ridge Elementary.

To provide support and resources to LRE staff and students.

Program Services

DescriptionGrantsExpenses
Purchased new Playground Equipment to replace outdated, unsafe playset for all grade levels$0$18,151
Staff grants paid to cover purchase for class or department enrichment at all grade levels$12,199$0
Purchased programs for supplemental learning at all grade levels - Reflex Math, Frax Math - 4129.74; Purchased dismissal program for school to use - Silent Dismissal - 1066.42$0$5,196
Provided enrichment opportunities in the way of field trips for all grade levels$0$3,996
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lesley MartinezPresidentPT$0--
Haley LedetVice PresidentPT$0--
Jessie GillespieTreasurerPT$0--
Jeannie ParkerSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$27,635$27,635$22,551$5,084
Fall Fundraiser$12,965$12,965$24$12,941
Total Events$40,600$40,600$22,575$18,025
Filing and Contact Details

Filer

Filer Name
Liberty Ridge Pto
EIN
91-1575466
Phone
2538914800
Address
12202 209th Ave CT E, Bonney Lake, WA 98391-7766

Signing Officer

Name
Lesley Martinez
Title
President
Phone
2538914800
Signed
2024-01-13
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^Refunds on returned items for art and Generation Genius;497|Book Fair;9948|Catapult Night;1330|Lunch with a Loved One;109|Dorian;1233|Spirit Wear;11|Yearbook;2783|Candy Grams;462^Total;16373^

Form 990-EZ, Part I, Line 10

Counselor Scholarship Account 260; Donations to Liberty Ridge Elementary 7949.41; Health Room Account 164.10; Specialist Reimbursement Account 265.62; Teacher Reimbursement Account 2229.04; Para-educator Reimbursement Account 194.85; Principal Reimbursement Account 1136.39

Form 990-EZ, Part I, Line 16

Description;Amount^Generation Genius;495|Liability Insurance;440|Art Supplies;2072|Back to School Staff Luncheon;461|New Playground Equipment;18151|Movie License;429|Secretary of State Filing;20|Children's Choice Winner Books for Library;314|Fall Festival;705|Field Day Inflatables;721|Frax Math;525|Reflex Math;3605|Silent Dismissal;1066|Field Trips;3996|Volunteer Appreciation;210|Staff Appreciation;2025|Tears and Cheers;63|Book Fair;6724|Candy Grams;380|Catapult Nights;624|Lunch with a Loved One;109|Yearbook;5153^Total;48288^

Raw XML Appendix277 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/USAddress/AddressLine1Txt012202 209th Ave CT E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bonney Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0983917766
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lesley Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Haley Ledet
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jessie Gillespie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeannie Parker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OtherRevenueTotalAmt016373
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IRS990EZ/PrimaryExemptPurposeTxt0To provide support and resources to LRE staff and students.
IRS990EZ/PrintingPublicationsPostageAmt0443
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Staff grants paid to cover purchase for class or department enrichment at all grade levels
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Purchased new Playground Equipment to replace outdated, unsafe playset for all grade levels
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided enrichment opportunities in the way of field trips for all grade levels
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Purchased programs for supplemental learning at all grade levels - Reflex Math, Frax Math - 4129.74; Purchased dismissal program for school to use - Silent Dismissal - 1066.42
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0201499
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012965
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt022551
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Refunds on returned items for art and Generation Genius;497|Book Fair;9948|Catapult Night;1330|Lunch with a Loved One;109|Dorian;1233|Spirit Wear;11|Yearbook;2783|Candy Grams;462^Total;16373^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Counselor Scholarship Account 260; Donations to Liberty Ridge Elementary 7949.41; Health Room Account 164.10; Specialist Reimbursement Account 265.62; Teacher Reimbursement Account 2229.04; Para-educator Reimbursement Account 194.85; Principal Reimbursement Account 1136.39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Generation Genius;495|Liability Insurance;440|Art Supplies;2072|Back to School Staff Luncheon;461|New Playground Equipment;18151|Movie License;429|Secretary of State Filing;20|Children's Choice Winner Books for Library;314|Fall Festival;705|Field Day Inflatables;721|Frax Math;525|Reflex Math;3605|Silent Dismissal;1066|Field Trips;3996|Volunteer Appreciation;210|Staff Appreciation;2025|Tears and Cheers;63|Book Fair;6724|Candy Grams;380|Catapult Nights;624|Lunch with a Loved One;109|Yearbook;5153^Total;48288^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lesley Martinez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02538914800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIBERTY RIDGE PTO
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0911575466
ReturnHeader/Filer/PhoneNum02538914800
ReturnHeader/Filer/USAddress/AddressLine1Txt012202 209th Ave CT E
ReturnHeader/Filer/USAddress/CityNm0Bonney Lake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0983917766
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-01-13T23:41:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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