Civic Intelligence

Clyde Hill Elementary School PTA 2327

990 • Fiscal year 2018 • EIN 91-6060401

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

9601 NE 24th StreetClyde Hill, WA 98004

(425) 456-5000

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-28%

Higher net margin than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

7.6%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$137,771

Down $65,501 (-32%) from 2017

Net Assets

Down

$137,771

Down $65,501 (-32%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$204,205

Up $14,432 (+7.6%) from 2017

Expenses

Down

$261,630

Down $122,995 (-32%) from 2017

Net Income

Up

-$57,425

Up $137,427 (+71%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $295,237Liabilities 2011: $0Net Assets 2011: $295,2372011Assets 2012: $316,936Liabilities 2012: $0Net Assets 2012: $316,9362012Assets 2013: $345,643Liabilities 2013: $0Net Assets 2013: $345,6432013Assets 2014: $389,049Liabilities 2014: $0Net Assets 2014: $389,0492014Assets 2015: $380,942Liabilities 2015: $0Net Assets 2015: $380,9422015Assets 2016: $398,124Liabilities 2016: $0Net Assets 2016: $398,1242016Assets 2017: $203,272Liabilities 2017: $0Net Assets 2017: $203,2722017Assets 2018: $137,771Liabilities 2018: $0Net Assets 2018: $137,7712018Assets 2019: $161,493Liabilities 2019: $92Net Assets 2019: $161,4012019Assets 2020: $210,851Liabilities 2020: $2,233Net Assets 2020: $208,6182020Assets 2021: $169,175Liabilities 2021: $2,310Net Assets 2021: $166,8652021Assets 2022: $148,572Liabilities 2022: $116Net Assets 2022: $148,4562022Assets 2023: $112,222Liabilities 2023: $0Net Assets 2023: $112,2222023Assets 2024: $91,795Liabilities 2024: $0Net Assets 2024: $91,7952024

Highlighted filing

2018

Assets$137,771
Liabilities$0
Net Assets$137,771

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $293,8592011Revenue 2012: $238,186Expenses 2012: $216,487Net Income 2012: $21,6992012Expenses 2013: $228,8202013Revenue 2014: $261,787Expenses 2014: $218,381Net Income 2014: $43,4062014Revenue 2015: $264,547Expenses 2015: $272,654Net Income 2015: -$8,1072015Revenue 2016: $258,133Expenses 2016: $240,951Net Income 2016: $17,1822016Revenue 2017: $189,773Expenses 2017: $384,625Net Income 2017: -$194,8522017Revenue 2018: $204,205Expenses 2018: $261,630Net Income 2018: -$57,4252018Revenue 2019: $185,392Expenses 2019: $161,762Net Income 2019: $23,6302019Revenue 2020: $174,466Expenses 2020: $127,249Net Income 2020: $47,2172020Revenue 2021: $15,406Expenses 2021: $57,159Net Income 2021: -$41,7532021Revenue 2022: $137,212Expenses 2022: $155,621Net Income 2022: -$18,4092022Revenue 2023: $135,754Expenses 2023: $171,988Net Income 2023: -$36,2342023Revenue 2024: $130,809Expenses 2024: $151,236Net Income 2024: -$20,4272024

Highlighted filing

2018

Revenue$204,205
Expenses$261,630
Net Income-$57,425
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$217,416
Mission and Program Overview

Mission

Clyde hill elementary pta's mission is to support and enrich our children's education and social experiences at school through programs, events & activities that enhance the learning environment.

Clyde hill elementary ptas mission is to support and enrich our childrens education and social experiences

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$195,196$137,771▼ $57,425
Savings and Temporary Cash Investments$194,699$137,274▼ $57,425
Total Assets$195,196$137,771▼ $57,425
Other Assets Total$497$497→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$195,196$137,771▼ $57,425
Total Liabilities and Net Assets / Fund Balance$195,196$137,771▼ $57,425
Compensation and Service Providers

Board Members and Trustees

NameTitle
Melissa JohnsonPresident
Shera MyersVice President
Dian SchulerCotreasurer
Joanne BrandsmaCotreasurer
Janet DalySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$199,943
Program Service Revenue
$17,056
Investment Income
$94
Other Revenue
$-12,888
All Other Contributions
$44,095
Change in Net Assets
$-57,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$261,630
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$20,370$15,144-$35,514
Other Expenses$157,493$6,480-$6,480
Office Expenses-$4,806-$4,806
Fees for Services Accounting-$4,270-$4,270
Information Technology-$1,196-$1,196
Insurance-$590-$590
Total Functional Expenses$229,144$32,486$0$261,630
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,236
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Envelope Dr$103,308$103,308$250$103,058
Walkathon$45,916$45,916$5,986$39,930
Total Events$149,224$149,224$6,236$142,988
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 6

PTA membership is made up of parents and staff of the Clyde Hill Elementary

Part VI Line 6

Community.

Part VI Line 7A

The pta membership is purchased on annual basis concurrent with school term

Part VI Line 7A

Members vote on budget, exec committee and bod, and standing rules.

Part VI Line 11B

The form 990 was completed by the pta treasurer. The pta executive

Part VI Line 11B

Committee reviewed the form 990 and supporting schedules. The pta board was

Part VI Line 12C

All members are made aware of the policy. When conflict is discovered,

Part VI Line 12C

It is resolved and person is removed from position.

Part VI Line 19

Public documents are available upon reasonable request during school terms

Part VI Line 19

In the office at clyde hill elementary.

PART VI,SECT A, Line 6

The clyde hill pta has members who are parents or staff of the

PART VI,SECT A, Line 6

Clyde hill elementary school community.membership fees are

PART VI,SECT A, Line 6

Paid for an annual renewal, concurrent with the school year.

Part VI, Sect A, Line 7A

The executive committee of the board of directors is elected

Part VI, Sect A, Line 7A

Annually by vote of the general membership of the clyde hill

PART VI, SECT A, LINE 7A

Pta. Executive committee members may hold position for a max

PART VI, SECT A, LINE 7A

Of two consecutive terms. Other board members,as defined in the

Part VI, Sect A, Line 7A

Standing rules, are generally chairs of the pta committees.

Part VI, Sect A, Line 7B

A general membership vote is required to:elect members of the

Part VI, Sect A, Line 7B

Executive committee and the board of directors; to approve

Part VI, Sect A, Line 7B

Budget and changes to the standing rules.

Part VI, Sect B, Line 11B

The 990 form was completed by the pta treasurer. The 990 &

Part VI, Sect B, Line 11B

Schedules were reviewed by the executive committee.

Part VI, Sect C, Line 18

The public documents are available by the pta upon reasonable request

Part VI, Sect C, Line 18

Request during school terms at the school front office.

Filing and Contact Details

Filer

Filer Name
Clyde Hill Elementary School PTA 2327
EIN
91-6060401
In Care Of
% Joanne Brandsma
Phone
4254565000
Address
9601 NE 24th Street, Clyde Hill, WA 98004

Signing Officer

Name
Joanne Brandsma
Title
Cotreasurer
Phone
4254565000
Signed
2018-11-14

Organization Details

Principal Officer
Joanne Brandsma
Formed
1986
Legal Domicile
Wa
Voting Board Members
22
Independent Board Members
0
Employees
0
Volunteers
275
Supplemental Narrative

Additional Explanations

Part IX Line 24E

Programs & Events Total expenses - $35514.00 Program service expenses - $20370.00 Mgmt and general expenses - $15144.00 Fundraising expenses - $0.00

Part III Line 4D

Expenses: $2408.00 including grants of: $0.00 Revenue: $0.00

Part III Line 4D

Teacher and volunteer appreciation

Part III Line 4D

Expenses: $1205.00 including grants of: $0.00 Revenue: $295.00

Part III Line 4D

Academic challenge with student challenges in reading math,

Part III Line 4D

Science, art, social studies.

Part III Line 4D

Expenses: $16754.00 including grants of: $0.00 Revenue: $16761.00

Part III Line 4D

All other activities including but not limited to talent show

Part III Line 4D

Fun day, bbq, ixl, play, planners, dance.

PART III Line 4D

OTHER PROGRAM SERVICES:

PART III Line 4D

Teacher & volunteer appreciation activites. Expenses 2408.97

PART III Line 4D

Academic challenge with student challenges in reading, math, science,

PART III Line 4D

Art, social studies. Expense $1205.48 revenue $295.00

PART III Line 4D

Other activities including but not limited to: talent show,

PART III Line 4D

Fun day,bbq,ixl,dance, play, planners. Exp $16,754 rev$16,761

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA membership is made up of parents and staff of the Clyde Hill Elementary
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Community.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PTA MEMBERSHIP IS PURCHASED ON ANNUAL BASIS CONCURRENT WITH SCHOOL TERM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS VOTE ON BUDGET, EXEC COMMITTEE AND BOD, AND STANDING RULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 WAS COMPLETED BY THE PTA TREASURER. THE PTA EXECUTIVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMITTEE REVIEWED THE FORM 990 AND SUPPORTING SCHEDULES. THE PTA BOARD WAS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL MEMBERS ARE MADE AWARE OF THE POLICY. WHEN CONFLICT IS DISCOVERED,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7IT IS RESOLVED AND PERSON IS REMOVED FROM POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PUBLIC DOCUMENTS ARE AVAILABLE UPON REASONABLE REQUEST DURING SCHOOL TERMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9IN THE OFFICE AT CLYDE HILL ELEMENTARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Programs & Events Total expenses - $35514.00 Program service expenses - $20370.00 Mgmt and general expenses - $15144.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Expenses: $2408.00 including grants of: $0.00 Revenue: $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TEACHER AND VOLUNTEER APPRECIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Expenses: $1205.00 including grants of: $0.00 Revenue: $295.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACADEMIC CHALLENGE WITH STUDENT CHALLENGES IN READING MATH,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SCIENCE, ART, SOCIAL STUDIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Expenses: $16754.00 including grants of: $0.00 Revenue: $16761.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17ALL OTHER ACTIVITIES INCLUDING BUT NOT LIMITED TO TALENT SHOW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18FUN DAY, BBQ, IXL, PLAY, PLANNERS, DANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19OTHER PROGRAM SERVICES:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20TEACHER & VOLUNTEER APPRECIATION ACTIVITES. EXPENSES 2408.97
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21ACADEMIC CHALLENGE WITH STUDENT CHALLENGES IN READING, MATH, SCIENCE,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22ART, SOCIAL STUDIES. EXPENSE $1205.48 REVENUE $295.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23OTHER ACTIVITIES INCLUDING BUT NOT LIMITED TO: TALENT SHOW,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24FUN DAY,BBQ,IXL,DANCE, PLAY, PLANNERS. EXP $16,754 REV$16,761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25THE CLYDE HILL PTA HAS MEMBERS WHO ARE PARENTS OR STAFF OF THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26CLYDE HILL ELEMENTARY SCHOOL COMMUNITY.MEMBERSHIP FEES ARE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27PAID FOR AN ANNUAL RENEWAL, CONCURRENT WITH THE SCHOOL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS ELECTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29ANNUALLY BY VOTE OF THE GENERAL MEMBERSHIP OF THE CLYDE HILL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30PTA. EXECUTIVE COMMITTEE MEMBERS MAY HOLD POSITION FOR A MAX
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31OF TWO CONSECUTIVE TERMS. OTHER BOARD MEMBERS,AS DEFINED IN THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32STANDING RULES, ARE GENERALLY CHAIRS OF THE PTA COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33A GENERAL MEMBERSHIP VOTE IS REQUIRED TO:ELECT MEMBERS OF THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS; TO APPROVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35BUDGET AND CHANGES TO THE STANDING RULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36THE 990 FORM WAS COMPLETED BY THE PTA TREASURER. THE 990 &
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37SCHEDULES WERE REVIEWED BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38THE PUBLIC DOCUMENTS ARE AVAILABLE BY THE PTA UPON REASONABLE REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39REQUEST DURING SCHOOL TERMS AT THE SCHOOL FRONT OFFICE.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI Line 11b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Part III Line 4d
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19PART III Line 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20PART III Line 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21PART III Line 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22PART III Line 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23PART III Line 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24PART III Line 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26PART VI,SECT A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27PART VI,SECT A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28PART VI, SECT A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29PART VI, SECT A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30PART VI, SECT a, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31PART VI, SECT a, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32PART VI, SECT A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33PART VI, SECT A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc34PART VI, SECT A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc35PART VI, SECT A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc36PART VI, SECT B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc37PART VI, SECT B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc39PART VI, SECT C, LINE 18
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.31$1.51$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.36$1.72$0.36
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.48$1.37$1.56$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.02$1.67$0.15$0.57$0.42
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.02$2.09$1.74$1.27$0.47
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.85$1.62$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$2.04$2.62$0.57
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.90$3.85$1.95
2016Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$2.58$2.41$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$2.65$2.73$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$2.62$2.18$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.00$3.46$2.29
2012Summary only. Only limited summary data is available for this year.$3.17$0.00$3.17$2.38$2.16$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.00$2.95$2.94