Civic Intelligence

Kokanee Elementary PTA 61022

990EZ • Fiscal year 2020 • EIN 91-1642505

Jul 01, 2019 to Jun 30, 2020 • Filed on May 13, 2021

Organization Profilewww.kokaneepta.com
15 Oregon Ave Suite 202Tacoma, WA 98409

(523) 214-7410

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

16th percentile

-35%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-20%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-53%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$52,413

Flat from 2020

Net Assets

$52,413

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Flat

$37,211

Flat from 2020

Expenses

Flat

$50,118

Flat from 2020

Net Income

Flat

-$12,907

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$150K$100K$50K$0Assets 2011: $49,547Liabilities 2011: $02011Assets 2012: $57,655Liabilities 2012: $02012Assets 2013: $26,302Liabilities 2013: $02013Assets 2014: $28,832Liabilities 2014: $02014Assets 2015: $31,897Liabilities 2015: $02015Assets 2016: $30,244Liabilities 2016: $02016Assets 2017: $67,558Liabilities 2017: $02017Assets 2018: $62,082Liabilities 2018: $02018Assets 2019: $65,320Liabilities 2019: $02019Assets 2020: $52,413Net Assets 2020: $52,4132020Assets 2020: $52,413Liabilities 2020: $02020Assets 2021: $37,515Net Assets 2021: $37,5152021Assets 2023: $69,109Liabilities 2023: $0Net Assets 2023: $69,1092023Assets 2024: $92,062Liabilities 2024: $0Net Assets 2024: $92,0622024Assets 2025: $116,946Liabilities 2025: $0Net Assets 2025: $116,9462025

Highlighted filing

2020

Assets$52,413
Liabilities-
Net Assets$52,413
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $61,684Expenses 2011: $53,573Net Income 2011: $8,1112011Revenue 2012: $51,391Expenses 2012: $43,285Net Income 2012: $8,1062012Revenue 2013: $41,160Expenses 2013: $72,576Net Income 2013: -$31,4162013Revenue 2014: $47,012Expenses 2014: $90,599Net Income 2014: -$43,5872014Revenue 2015: $40,257Expenses 2015: $37,432Net Income 2015: $2,8252015Revenue 2016: $32,786Expenses 2016: $34,439Net Income 2016: -$1,6532016Revenue 2017: $88,365Expenses 2017: $51,051Net Income 2017: $37,3142017Revenue 2018: $44,340Expenses 2018: $50,578Net Income 2018: -$6,2382018Revenue 2019: $78,499Expenses 2019: $75,593Net Income 2019: $2,9062019Revenue 2020: $37,211Expenses 2020: $50,118Net Income 2020: -$12,9072020Revenue 2020: $37,211Expenses 2020: $50,118Net Income 2020: -$12,9072020Revenue 2021: $24,657Expenses 2021: $39,555Net Income 2021: -$14,8982021Revenue 2023: $115,930Expenses 2023: $87,509Net Income 2023: $28,4212023Revenue 2024: $81,457Expenses 2024: $58,504Net Income 2024: $22,9532024Revenue 2025: $74,505Expenses 2025: $49,621Net Income 2025: $24,8842025

Highlighted filing

2020

Revenue$37,211
Expenses$50,118
Net Income-$12,907
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 13, 2021
Return Version
2019v5.0
Gross Receipts
$44,430
Mission and Program Overview

Mission

Supporteducation,health,andwelfareofallchildren.

Support education, health, and welfare of all children

Program Services

DescriptionGrantsExpenses
Student Support/Enrichment/Education for TK students and their families e.g. Funding for teacher grants to make necessary purchases, community building activities, student apparel$0$35,752
Field Trip Fund e.g. Subsidize cost for Kokanee Elementary field trips$0$7,200
Student Resources e.g. Raz Kids online learning portals, Scholastic news magazine subscription for students$0$7,166
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Raksha MendoncaPresidentPT$0--
Kristi NorrisVice-PresidentPT$0--
Susan CarrTreasurerPT$0--
Liza ChenScecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Kokanee Elementary Pta 61022
EIN
91-1642505
In Care Of
% Nicole Zorn
Phone
5232147410
Address
15 OREGON AVE SUITE 202, TACOMA, WA 98409

Signing Officer

Name
Nicole Zorn
Title
Treasurer
Signed
2021-05-13
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Classroom Support Fund - $12206 Education and Enrichment Grants-$8920 Field Trip Fund-$7200 Scholastic News-$5136 Choral Risers-$2178 Online Educational Products (e.g. Raz Kids)-$2030 Family and Community General-$358 5th Grade Graduation-$59, $38087|”

Part I, line 16

“| Other Expenses:, Amount:| Sponsorship T-shirts-$4244 Author Visits-$1825 Art Docent-$1140 Membership Dues-$1093 Staff Appreciation-$808 Insurance-$575 Bank Charges/Transaction Fees-$509 PTA awards-$339 Website administration-$332 Other Expenses-$970, $11835|”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Nicole Zorn
IRS990EZ/BooksInCareOfDetail/PhoneNum05676941470
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04318 229th PL SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bothell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098021
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065320
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052413
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IRS990EZ/ContributionsGiftsGrantsEtcAmt023336
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12907
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065320
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052413
IRS990EZ/FundraisingGrossIncomeAmt018279
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038087
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt044430
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02810
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065320
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052413
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065320
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052413
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Raksha Mendonca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristi Norris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Susan Carr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Liza Chen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Scecretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt011835
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support education, health, and welfare of all children
IRS990EZ/PrintingPublicationsPostageAmt0196
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Support/Enrichment/Education for TK students and their families e.g. Funding for teacher grants to make necessary purchases, community building activities, student apparel
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Field Trip Fund e.g. Subsidize cost for Kokanee Elementary field trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Resources e.g. Raz Kids online learning portals, Scholastic news magazine subscription for students
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035752
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27166
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07219
IRS990EZ/SpecialEventsNetIncomeLossAmt011060
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050118
IRS990EZ/TotalProgramServiceExpensesAmt050118
IRS990EZ/TotalRevenueAmt037211
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.kokaneepta.com
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2015, , | 2016, | 2017, | 2018, | 2019, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II - Line 10
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07493
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt090255
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039331
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt053062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt047
IRS990ScheduleA/InvestmentIncomeCYPct00.00
IRS990ScheduleA/InvestmentIncomePYPct00.00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00
IRS990ScheduleA/PublicSupportPY509Pct01.00
IRS990ScheduleA/PublicSupportTotal509Amt0143317
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026146
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046824
IRS990ScheduleA/Total509Grp/TotalAmt0143317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046842
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0143364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Classroom Support Fund - $12206 Education and Enrichment Grants-$8920 Field Trip Fund-$7200 Scholastic News-$5136 Choral Risers-$2178 Online Educational Products (e.g. Raz Kids)-$2030 Family and Community General-$358 5th Grade Graduation-$59, $38087|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Sponsorship T-shirts-$4244 Author Visits-$1825 Art Docent-$1140 Membership Dues-$1093 Staff Appreciation-$808 Insurance-$575 Bank Charges/Transaction Fees-$509 PTA awards-$339 Website administration-$332 Other Expenses-$970, $11835|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Nicole Zorn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOKANEE ELEMENTARY PTA 61022
ReturnHeader/Filer/BusinessNameControlTxt0KOKA
ReturnHeader/Filer/EIN0911642505
ReturnHeader/Filer/InCareOfNm0% Nicole Zorn
ReturnHeader/Filer/PhoneNum05232147410
ReturnHeader/Filer/USAddress/AddressLine1Txt015 OREGON AVE SUITE 202
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098409
ReturnHeader/ReturnTs02021-05-13T17:34:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,413
Liabilities
-
Net assets
$52,413
Revenue
$37,211
Expenses
$50,118
Net income
-$12,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.75$0.50$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.81$0.59$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.16$0.88$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$0.25$0.40$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.37$0.50$0.13
2020Summary only. Only limited summary data is available for this year.$0.52$0.00$0.37$0.50$0.13
2019Summary only. Only limited summary data is available for this year.$0.65$0.00$0.78$0.76$0.03
2018Summary only. Only limited summary data is available for this year.$0.62$0.00$0.44$0.51$0.06
2017Summary only. Only limited summary data is available for this year.$0.68$0.00$0.88$0.51$0.37
2016Summary only. Only limited summary data is available for this year.$0.30$0.00$0.33$0.34$0.02
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$0.40$0.37$0.03
2014Summary only. Only limited summary data is available for this year.$0.29$0.00$0.47$0.91$0.44
2013Summary only. Only limited summary data is available for this year.$0.26$0.00$0.41$0.73$0.31
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.51$0.43$0.08
2011Summary only. Only limited summary data is available for this year.$0.50$0.00$0.62$0.54$0.08