Civic Intelligence

Crescent Harbor Elementary PTA

990EZ • Fiscal year 2021 • EIN 91-1929107

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 13, 2022

Organization Profileworknotes.com/wa/oak harbor/PTA
1304 South Fawcett Ave STE 300Tacoma, WA 98466

(360) 279-5650

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-94%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

90th percentile

115%

Faster asset growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-66%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$20,406

Up $10,911 (+115%) from 2020

Net Assets

Up

$20,406

Up $10,911 (+115%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

$7,180

No earlier filing loaded for comparison.

Expenses

$13,921

No earlier filing loaded for comparison.

Net Income

-$6,741

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$30K$20K$10K$0Assets 2010: $8,059Net Assets 2010: $8,0592010Assets 2011: $7,770Net Assets 2011: $7,7702011Assets 2012: $5,954Net Assets 2012: $5,9542012Assets 2013: $16,297Net Assets 2013: $16,2972013Assets 2014: $8,140Net Assets 2014: $8,1402014Assets 2015: $16,265Net Assets 2015: $16,2652015Assets 2016: $18,638Liabilities 2016: $02016Assets 2017: $9,575Liabilities 2017: $02017Assets 2018: $14Liabilities 2018: $0Net Assets 2018: $142018Assets 2019: $9,495Liabilities 2019: $0Net Assets 2019: $9,4952019Assets 2020: $9,495Liabilities 2020: $0Net Assets 2020: $9,4952020Assets 2021: $20,406Liabilities 2021: $0Net Assets 2021: $20,4062021Assets 2023: $21,377Liabilities 2023: $0Net Assets 2023: $21,3772023Assets 2024: $14,622Liabilities 2024: $0Net Assets 2024: $14,6222024Assets 2025: $14,437Liabilities 2025: $0Net Assets 2025: $14,4372025

Highlighted filing

2021

Assets$20,406
Liabilities$0
Net Assets$20,406
Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2010: $23,382Expenses 2010: $25,407Net Income 2010: -$2,0252010Revenue 2011: $22,976Expenses 2011: $23,265Net Income 2011: -$2892011Revenue 2012: $33,225Expenses 2012: $35,041Net Income 2012: -$1,8162012Revenue 2013: $40,574Expenses 2013: $30,231Net Income 2013: $10,3432013Revenue 2014: $49,426Expenses 2014: $57,583Net Income 2014: -$8,1572014Revenue 2015: $41,163Expenses 2015: $33,038Net Income 2015: $8,1252015Revenue 2016: $33,851Expenses 2016: $31,329Net Income 2016: $2,5222016Revenue 2017: $57,201Expenses 2017: $66,264Net Income 2017: -$9,0632017Revenue 2018: $42,820Expenses 2018: $52,381Net Income 2018: -$9,5612018Revenue 2019: $62,327Expenses 2019: $52,846Net Income 2019: $9,4812019Revenue 2021: $7,180Expenses 2021: $13,921Net Income 2021: -$6,7412021Revenue 2023: $32,036Expenses 2023: $21,766Net Income 2023: $10,2702023Revenue 2024: $26,900Expenses 2024: $33,655Net Income 2024: -$6,7552024Revenue 2025: $17,490Expenses 2025: $17,517Net Income 2025: -$272025

Highlighted filing

2021

Revenue$7,180
Expenses$13,921
Net Income-$6,741
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 13, 2022
Return Version
2020v4.1
Gross Receipts
$7,180
Mission and Program Overview

Mission

To support the education health and we

To support the education health and wel

Program Services

DescriptionGrantsExpenses
Teachers Supplies/Stipends, Book Fairs, Field Trips, Year Books, Fund Raisers.All teachers and the entire student body benefited.$3,339-
Parent Involvment, Education, Family Fun Nights$2,760$737
Community /Volunteer Involvment and Recognition$1,940$737
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Olivia SundmanVice President-$0--
Heather MeyersTreasurer-$0--
Marsha AkersSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Crescent Harbor PTA 876
EIN
91-1929107
Address
1304 South Fawcett Ave STE 300, Tacoma, WA 98466

Signing Officer

Name
Heather Meyers
Title
Treasurer
Phone
6183336775
Signed
2022-03-13
Discuss with paid preparer
No

Preparer

Firm
NW Bookkeeping Services LLC
Address
1421 SW Barlow St STE 2, Oak Harbor, WA 98277
Preparer
Cindi Zimmerman
Phone
3602792010
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Storage Container for Gym Grantee Crescent Harbor Elementary Street 330 E Crescent Harbor Rd City, State, Zip Oak Harbor, WA 98277Relationship School we are the PTA for Amount 4,345Activity School/Teacher Support Grantee Crescent Harbor Elementary TeachersStreet 330 E Crescent Harbor Rd City, State, Zip Oak Harbor, WA 98277Relationship School we are the PTA for Amount 3,339Activity Student/Family Support Activities Grantee Crescent Harbor Elementary StudentsStreet 330 E Crescent Harbor Rd City, State, Zip Oak Harbor, WA 98277Relationship Students at school related to PTA Amount 2,760”

Description of other expenses Part I line 16

“Description AmountPTA Admin expense 1,174National & State PTA dues 296Expense related to fundraising 2,007”

Raw XML Appendix167 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/CityNm0Tacoma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098466
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0210
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Olivia Sundman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Meyers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marsha Akers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt03477
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the education health and wel
IRS990EZ/ProgramServiceRevenueAmt06967
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teachers Supplies/Stipends, Book Fairs, Field Trips, Year Books, Fund Raisers.All teachers and the entire student body benefited.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Parent Involvment, Education, Family Fun Nights
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community /Volunteer Involvment and Recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03339
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12760
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21940
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0737
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1737
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013921
IRS990EZ/TotalProgramServiceExpensesAmt01474
IRS990EZ/TotalRevenueAmt07180
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://worknotes.com/wa/oak harbor/PTA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010870
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012788
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt041460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0149628
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt06967
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt048070
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt055037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt03
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt013
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049306
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057858
IRS990ScheduleA/Total509Grp/TotalAmt0217453
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049316
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057866
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0217500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Storage Container for Gym Grantee Crescent Harbor Elementary Street 330 E Crescent Harbor Rd City, State, Zip Oak Harbor, WA 98277Relationship School we are the PTA for Amount 4,345Activity School/Teacher Support Grantee Crescent Harbor Elementary TeachersStreet 330 E Crescent Harbor Rd City, State, Zip Oak Harbor, WA 98277Relationship School we are the PTA for Amount 3,339Activity Student/Family Support Activities Grantee Crescent Harbor Elementary StudentsStreet 330 E Crescent Harbor Rd City, State, Zip Oak Harbor, WA 98277Relationship Students at school related to PTA Amount 2,760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPTA Admin expense 1,174National & State PTA dues 296Expense related to fundraising 2,007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Meyers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06183336775
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Crescent Harbor PTA 876
ReturnHeader/Filer/BusinessNameControlTxt0CRES
ReturnHeader/Filer/EIN0911929107
ReturnHeader/Filer/USAddress/AddressLine1Txt01304 South Fawcett Ave STE 300
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098466
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272334356
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NW Bookkeeping Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01421 SW Barlow St STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oak Harbor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098277
ReturnHeader/PreparerPersonGrp/PhoneNum03602792010
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindi Zimmerman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-26T15:59:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Heather
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Meyers
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,406
Liabilities
$0
Net assets
$20,406
Revenue
$7,180
Expenses
$13,921
Net income
-$6,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$17.5$17.5$0.03
2024Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$26.9$33.7$6.76
2023Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$32.0$21.8$10.3
2021Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$7.18$13.9$6.74
2020Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50
2019Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$62.3$52.8$9.48
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$42.8$52.4$9.56
2017Summary only. Only limited summary data is available for this year.$9.58$0.00$57.2$66.3$9.06
2016Summary only. Only limited summary data is available for this year.$18.6$0.00$33.9$31.3$2.52
2015Detailed filing. Detailed filing data is available for this year.$16.3$16.3$41.2$33.0$8.13
2014Detailed filing. Detailed filing data is available for this year.$8.14$8.14$49.4$57.6$8.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$16.3$40.6$30.2$10.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.95$5.95$33.2$35.0$1.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.77$7.77$23.0$23.3$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.06$8.06$23.4$25.4$2.03