Civic Intelligence

Lake Tapps Elementary School PTA

990EZ • Fiscal year 2023 • EIN 91-1642748

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 17, 2024

1320 178th Ave ELake Tapps, WA 98391

(253) 862-6600

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

72nd percentile

18%

Higher net margin than 72% 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

79th percentile

31%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Up

$94,415

Up $22,076 (+31%) from 2022

Net Assets

Up

$94,415

Up $22,076 (+31%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$122,022

Up $16,278 (+15%) from 2022

Expenses

Up

$99,946

Up $3,388 (+3.5%) from 2022

Net Income

Up

$22,076

Up $12,890 (+140%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $43,744Net Assets 2011: $43,7442011Assets 2012: $53,451Net Assets 2012: $53,4512012Assets 2013: $55,389Net Assets 2013: $55,3892013Assets 2014: $49,630Net Assets 2014: $49,6302014Assets 2015: $51,493Net Assets 2015: $51,4932015Assets 2016: $42,778Net Assets 2016: $42,7782016Assets 2017: $45,249Net Assets 2017: $45,2492017Assets 2018: $43,606Net Assets 2018: $43,6062018Assets 2019: $52,416Liabilities 2019: $02019Assets 2020: $74,147Liabilities 2020: $0Net Assets 2020: $74,1472020Assets 2021: $63,153Liabilities 2021: $0Net Assets 2021: $63,1532021Assets 2022: $72,339Liabilities 2022: $0Net Assets 2022: $72,3392022Assets 2023: $94,415Liabilities 2023: $0Net Assets 2023: $94,4152023Assets 2024: $94,778Liabilities 2024: $0Net Assets 2024: $94,7782024Assets 2025: $37,318Liabilities 2025: $0Net Assets 2025: $37,3182025

Highlighted filing

2023

Assets$94,415
Liabilities$0
Net Assets$94,415

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $92,532Expenses 2011: $88,925Net Income 2011: $3,6072011Revenue 2012: $84,343Expenses 2012: $74,636Net Income 2012: $9,7072012Revenue 2013: $87,562Expenses 2013: $85,624Net Income 2013: $1,9382013Revenue 2014: $83,186Expenses 2014: $88,945Net Income 2014: -$5,7592014Revenue 2015: $75,756Expenses 2015: $73,893Net Income 2015: $1,8632015Revenue 2016: $82,085Expenses 2016: $90,800Net Income 2016: -$8,7152016Revenue 2017: $86,453Expenses 2017: $83,982Net Income 2017: $2,4712017Revenue 2018: $76,311Expenses 2018: $77,954Net Income 2018: -$1,6432018Revenue 2019: $91,388Expenses 2019: $82,557Net Income 2019: $8,8312019Revenue 2020: $89,826Expenses 2020: $68,095Net Income 2020: $21,7312020Revenue 2021: $60,202Expenses 2021: $71,196Net Income 2021: -$10,9942021Revenue 2022: $105,744Expenses 2022: $96,558Net Income 2022: $9,1862022Revenue 2023: $122,022Expenses 2023: $99,946Net Income 2023: $22,0762023Revenue 2024: $117,034Expenses 2024: $116,671Net Income 2024: $3632024Revenue 2025: $126,128Expenses 2025: $183,588Net Income 2025: -$57,4602025

Highlighted filing

2023

Revenue$122,022
Expenses$99,946
Net Income$22,076
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 17, 2024
Return Version
2022v5.0
Gross Receipts
$136,673
Mission and Program Overview

Mission

To support education, health & welfare

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT - FAMILIES IN NEED, FIELD TRIPS, LIBRARY, PLAYGROUND$0$15,500
EVENT EXPENSES - CARNIVAL, FATHER DAUGHTER DANCE, LEGO NIGHTS, MOTHER SON EVENT$0$15,037
ART DOCENT, EMERGENCY PREP, SCHOOL PROGRAMS$0$5,197
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARA COMPTONPresident-$0--
CASSIE WALKERVP-Programs-$0--
EMMA KELLEYCo VP Events-$0--
JEN THORNESecretary-$0--
KARLINA PACKARDTreasurer-$0--
KRYSTAL CHAPMANVP Fundraising-$0--
STEPHANIE CHIPPVP Fundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$94,513$94,513$14,651$79,862
Total Events$94,513$94,513$14,651$79,862
Filing and Contact Details

Filer

Filer Name
Lake Tapps Pta
EIN
91-1642748
Phone
2538626600
Address
1320 178TH AVE E, LAKE TAPPS, WA 98391

Signing Officer

Name
Cassie Walker
Title
VP-programs
Phone
2538626600
Signed
2024-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Hauser Jones & Sas Pllc
Address
10940 NE 33RD PLACE SUITE 100, BELLEVUE, WA 98004
Preparer
Marianne Smith Ea
Phone
4258891778
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 7.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: program expenses. Amount: 23,348. Description: administration expenses. Amount: 1,391. Description: membership dues . Amount: 737. Description: school support expenses - assembly. Amount: 5,800. Description: school support expenses - teacher. Amount: 10,235. Description: playground equipment. Amount: 2,500. Description: families in need. Amount: 4,000. Description: library. Amount: 6,000. Description: teacher grant. Amount: 4,513. Description: bank charges. Amount: 345. Description: meeting expenses. Amount: 458. Description: field trip. Amount: 7,964. Description: book fair. Amount: 5,623. Description: cash box . Amount: 500. Description: school program . Amount: 400. Description: field day . Amount: 2,658. Description: events expenses . Amount: 22,770. Total to form 990-ez, line 16: 99,242.

Raw XML Appendix211 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/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/OtherRevenueTotalAmt07
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IRS990EZ/PrintingPublicationsPostageAmt0704
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt215037
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt014651
IRS990EZ/SpecialEventsNetIncomeLossAmt079862
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt099946
IRS990EZ/TotalProgramServiceExpensesAmt035734
IRS990EZ/TotalRevenueAmt0122022
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://LTES.DIERINGER.WEDNET.EDU/FAMILIES-COMMUN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 23,348. DESCRIPTION: ADMINISTRATION EXPENSES. AMOUNT: 1,391. DESCRIPTION: MEMBERSHIP DUES . AMOUNT: 737. DESCRIPTION: SCHOOL SUPPORT EXPENSES - ASSEMBLY. AMOUNT: 5,800. DESCRIPTION: SCHOOL SUPPORT EXPENSES - TEACHER. AMOUNT: 10,235. DESCRIPTION: PLAYGROUND EQUIPMENT. AMOUNT: 2,500. DESCRIPTION: FAMILIES IN NEED. AMOUNT: 4,000. DESCRIPTION: LIBRARY. AMOUNT: 6,000. DESCRIPTION: TEACHER GRANT. AMOUNT: 4,513. DESCRIPTION: BANK CHARGES. AMOUNT: 345. DESCRIPTION: MEETING EXPENSES. AMOUNT: 458. DESCRIPTION: FIELD TRIP. AMOUNT: 7,964. DESCRIPTION: BOOK FAIR. AMOUNT: 5,623. DESCRIPTION: CASH BOX . AMOUNT: 500. DESCRIPTION: SCHOOL PROGRAM . AMOUNT: 400. DESCRIPTION: FIELD DAY . AMOUNT: 2,658. DESCRIPTION: EVENTS EXPENSES . AMOUNT: 22,770. TOTAL TO FORM 990-EZ, LINE 16: 99,242.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CASSIE WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP-PROGRAMS
ReturnHeader/BusinessOfficerGrp/PhoneNum02538626600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE TAPPS PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0911642748
ReturnHeader/Filer/PhoneNum02538626600
ReturnHeader/Filer/USAddress/AddressLine1Txt01320 178TH AVE E
ReturnHeader/Filer/USAddress/CityNm0LAKE TAPPS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098391
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810987947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAUSER JONES & SAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010940 NE 33RD PLACE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04258891778
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE SMITH EA
ReturnHeader/ReturnTs02024-01-17T07:49:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CASSIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALKER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.26$1.84$0.57
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.17$1.17$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.22$1.00$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.06$0.97$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.60$0.71$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.90$0.68$0.22
2019Summary only. Only limited summary data is available for this year.$0.52$0.00$0.91$0.83$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.76$0.78$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.86$0.84$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.82$0.91$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.76$0.74$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.83$0.89$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.55$0.88$0.86$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.53$0.84$0.75$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$0.93$0.89$0.04