Civic Intelligence

Albert Einstein Elementary Ptsa

990EZ • Fiscal year 2020 • EIN 91-1910808

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

15 Oregon AveTacoma, WA 98409-7463

(425) 898-9020

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

47th percentile

-17%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$96,332

Up $13,722 (+17%) from 2019

Net Assets

Up

$96,332

Up $13,722 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$121,682

Down $24,227 (-17%) from 2019

Expenses

Down

$108,255

Down $9,086 (-7.7%) from 2019

Net Income

Down

$13,427

Down $15,141 (-53%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $19,830Liabilities 2011: $02011Assets 2012: $28,100Liabilities 2012: $0Net Assets 2012: $28,1002012Assets 2013: $26,897Liabilities 2013: $0Net Assets 2013: $26,8972013Assets 2014: $29,947Liabilities 2014: $02014Assets 2015: $34,491Liabilities 2015: $0Net Assets 2015: $34,4912015Assets 2016: $38,254Liabilities 2016: $0Net Assets 2016: $38,2542016Assets 2017: $62,385Liabilities 2017: $02017Assets 2018: $48,382Liabilities 2018: $0Net Assets 2018: $48,3822018Assets 2019: $82,610Liabilities 2019: $0Net Assets 2019: $82,6102019Assets 2020: $96,332Liabilities 2020: $0Net Assets 2020: $96,3322020Assets 2021: $97,817Liabilities 2021: $0Net Assets 2021: $97,8172021Assets 2022: $106,589Liabilities 2022: $0Net Assets 2022: $106,5892022Assets 2023: $137,452Liabilities 2023: $02023Assets 2024: $135,186Liabilities 2024: $02024Assets 2025: $106,162Liabilities 2025: $0Net Assets 2025: $106,1622025

Highlighted filing

2020

Assets$96,332
Liabilities$0
Net Assets$96,332

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $81,187Expenses 2011: $97,735Net Income 2011: -$16,5482011Revenue 2012: $94,525Expenses 2012: $86,255Net Income 2012: $8,2702012Revenue 2013: $91,859Expenses 2013: $93,062Net Income 2013: -$1,2032013Revenue 2014: $102,501Expenses 2014: $99,451Net Income 2014: $3,0502014Revenue 2015: $104,492Expenses 2015: $99,948Net Income 2015: $4,5442015Revenue 2016: $94,308Expenses 2016: $90,545Net Income 2016: $3,7632016Revenue 2017: $173,493Expenses 2017: $149,362Net Income 2017: $24,1312017Revenue 2018: $127,334Expenses 2018: $141,337Net Income 2018: -$14,0032018Revenue 2019: $145,909Expenses 2019: $117,341Net Income 2019: $28,5682019Revenue 2020: $121,682Expenses 2020: $108,255Net Income 2020: $13,4272020Revenue 2021: $32,461Expenses 2021: $31,496Net Income 2021: $9652021Revenue 2022: $69,468Expenses 2022: $60,696Net Income 2022: $8,7722022Revenue 2023: $168,148Expenses 2023: $137,295Net Income 2023: $30,8532023Revenue 2024: $182,245Expenses 2024: $184,666Net Income 2024: -$2,4212024Revenue 2025: $145,598Expenses 2025: $174,722Net Income 2025: -$29,1242025

Highlighted filing

2020

Revenue$121,682
Expenses$108,255
Net Income$13,427
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$122,719
Mission and Program Overview

Mission

To be every childs advocate

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION: PROVIDE CULTURAL ENRICHMENT, EDUCATIONAL PROGRAMS & ASSEMBLIES. PROVIDE SCHOLARSHIPS FOR EQUIPMENT PURCHASES AND CLASSROOM SUPPLIES.$9,843$98,484
PARENT INVOLVEMENT/EDUCATION: SCHOOL/FAMILY EVENTS, STUDENT DIRECTORY AND OTHER RESOURCES.-$3,860
COMMUNITY/VOLUNTEER INVOLVEMENT AND RECOGNITION: AWARDS AND RECOGNITION, LUNCHEONS AND HOSPITALITY.$925$1,566
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY MARCUPresidentPT$0--
JENNIFER DOWNINGTreasurerPT$0--
LISA VINCENTSecretaryPT$0--
JULIE AKHTERFirst VPPT$0--
BARBARA PUCKVP Family Events-$0--
KELLY OBRIENVP School Servicesvolunteers-$0--
CAREY FALTERVP Membership-$0--
SHILPA DHANANJAYANVP Enrichment-$0--
ASPEN WHITEDirector Of Advocacy-$0--
Filing and Contact Details

Filer

Filer Name
Albert Einstein Elementary Ptsa
EIN
91-1910808
Address
15 OREGON AVE, TACOMA, WA 98409-7463

Signing Officer

Name
Jennifer Downing
Title
President
Phone
4258989020
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Tate & Oellrich Inc PS CPAs
Address
425 Rainier Blvd N Ste 2, Issaquah, WA 98027-2828
Preparer
Nancy Hayes
Phone
4253925650
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity council scholarship grantee lake washington ptsa council street 16250 ne 74th st city, state, zip redmond, wa 98052relationship none amount 125activity grants for school/classroom support grantee einstein elementary street 18025 ne 116th st city, state, zip redmond, wa 98052relationship none amount 19,843activity advocacy grantee hopelink street 14812 main st #5245 city, state, zip bellevue, wa 98007relationship none amount 800

Description of other expenses Part I line 16

Description amountlibrary funds 5,518pe fund 1,500comm partnerships 45pcc scrip 570family events 1,261programs 10,979teacher funds 3,681student activities 54,334membership 2,474administration 1,021student enrichment 2,781bank and paypal fees 2,040

Other changes in net assets or fund balances Part I line 20

Description amountprior year adjustment 295

Raw XML Appendix220 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY MARCU
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA VINCENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE AKHTER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP FAMILY EVENTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP SCHOOL SERVICESVOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP ENRICHMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR OF ADVOCACY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY COUNCIL SCHOLARSHIP GRANTEE LAKE WASHINGTON PTSA COUNCIL STREET 16250 NE 74TH ST CITY, STATE, ZIP REDMOND, WA 98052RELATIONSHIP NONE AMOUNT 125ACTIVITY GRANTS FOR SCHOOL/CLASSROOM SUPPORT GRANTEE EINSTEIN ELEMENTARY STREET 18025 NE 116TH ST CITY, STATE, ZIP REDMOND, WA 98052RELATIONSHIP NONE AMOUNT 19,843ACTIVITY ADVOCACY GRANTEE HOPELINK STREET 14812 MAIN ST #5245 CITY, STATE, ZIP BELLEVUE, WA 98007RELATIONSHIP NONE AMOUNT 800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTLIBRARY FUNDS 5,518PE FUND 1,500COMM PARTNERSHIPS 45PCC SCRIP 570FAMILY EVENTS 1,261PROGRAMS 10,979TEACHER FUNDS 3,681STUDENT ACTIVITIES 54,334MEMBERSHIP 2,474ADMINISTRATION 1,021STUDENT ENRICHMENT 2,781BANK AND PAYPAL FEES 2,040
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTPRIOR YEAR ADJUSTMENT 295
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DOWNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04258989020
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT EINSTEIN ELEMENTARY PTSA
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ReturnHeader/Filer/EIN0911910808
ReturnHeader/Filer/USAddress/AddressLine1Txt015 OREGON AVE
ReturnHeader/Filer/USAddress/CityNm0TACOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0984097463
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.225.190.62
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTm019:42:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911574988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tate & Oellrich Inc PS CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 Rainier Blvd N Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Issaquah
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980272828
ReturnHeader/PreparerPersonGrp/PhoneNum04253925650
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY HAYES
ReturnHeader/ReturnTs02020-11-11T19:41:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.46$1.75$0.29
2024Summary only. Only limited summary data is available for this year.$1.35$0.00$1.82$1.85$0.02
2023Summary only. Only limited summary data is available for this year.$1.37$0.00$1.68$1.37$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.69$0.61$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.32$0.31$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.22$1.08$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$1.46$1.17$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$1.27$1.41$0.14
2017Summary only. Only limited summary data is available for this year.$0.62$0.00$1.73$1.49$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.94$0.91$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.04$1.00$0.05
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$1.03$0.99$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.92$0.93$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.95$0.86$0.08
2011Summary only. Only limited summary data is available for this year.$0.20$0.00$0.81$0.98$0.17