Civic Intelligence

Highland Middle School Ptsa

990EZ • Fiscal year 2014 • EIN 91-6179677

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 29, 2014

1304 South Fawcett Avenue Suite 300Bellevue, WA 98402

(425) 223-5715

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

61st percentile

8.3%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

7.9%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

1.2%

Faster revenue growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$44,340

Up $3,244 (+7.9%) from 2013

Net Assets

Up

$44,340

Up $3,244 (+7.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$38,935

Up $468 (+1.2%) from 2013

Expenses

Up

$35,691

Up $10,534 (+42%) from 2013

Net Income

Down

$3,244

Down $10,066 (-76%) from 2013

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $27,786Liabilities 2012: $0Net Assets 2012: $27,7862012Assets 2013: $41,096Liabilities 2013: $0Net Assets 2013: $41,0962013Assets 2014: $44,340Liabilities 2014: $0Net Assets 2014: $44,3402014Assets 2015: $49,648Liabilities 2015: $0Net Assets 2015: $49,6482015Assets 2016: $66,400Liabilities 2016: $02016Assets 2017: $74,144Liabilities 2017: $02017Assets 2018: $51,482Liabilities 2018: $02018

Highlighted filing

2014

Assets$44,340
Liabilities$0
Net Assets$44,340

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $31,151Expenses 2012: $27,373Net Income 2012: $3,7782012Revenue 2013: $38,467Expenses 2013: $25,157Net Income 2013: $13,3102013Revenue 2014: $38,935Expenses 2014: $35,691Net Income 2014: $3,2442014Revenue 2015: $44,347Expenses 2015: $39,039Net Income 2015: $5,3082015Revenue 2016: $62,231Expenses 2016: $45,479Net Income 2016: $16,7522016Revenue 2017: $37,363Expenses 2017: $25,474Net Income 2017: $11,8892017Revenue 2018: $9,608Expenses 2018: $32,270Net Income 2018: -$22,6622018

Highlighted filing

2014

Revenue$38,935
Expenses$35,691
Net Income$3,244
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 29, 2014
Return Version
2013v3.0
Gross Receipts
$66,470
Mission and Program Overview

Mission

Education enhancement for children.

Program Services

DescriptionGrantsExpenses
Student Support/Enrichment/Education: Eighth Grade Graduation Party, 6th Grade Camp, Assemblies, Library Donation, Walkathon, Orientation BBQ, Multicultural Potluck, Student of the Quarter$0$30,320
Teacher Support: Teacher Supplies Fund and Staff Appreciation$0$1,676
Community/Volunteer Involvement & Recognition: PTSA Workshops and Conferences, Volunteer Recognition$0$520
Parent Involvement/Education: Communications, Newletter, Directory$0$322
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theresa NaglePresidentPT$0--
Rabecca LarsonVice PresidentPT$0--
Dana StonemanTreasurerPT$0--
Misty DahlSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$31,749$20,100$1,265$18,835
Total Events$31,749$20,100$7,443$12,657
Filing and Contact Details

Filer

EIN
91-6179677
Phone
4252235715

Signing Officer

Name
Dana Stoneman
Title
Treasurer
Phone
4252235715
Signed
2014-10-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Eighth Grade Graduation;2418|Book Swap;117|Multicultural Potluck;57|6th Grade Orientation BBQ;750|Student enrichment support activities;1233|Student welcome back event;534|Bank fees;12|Leadership training;140|Insurance;290|Volunteer recognition;80|State license;50|Business tax;37|Walkathon expenses;596|Staff Appreciation lunch supplies;224^Total;6538^

Raw XML Appendix208 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/PhoneNum04256441357
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102204 166th PL NE
IRS990EZ/BooksInCareOfDetail/USAddress/City0Bellevue
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Theresa Nagle
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Misty Dahl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06538
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education enhancement for children.
IRS990EZ/PrintingPublicationsPostageAmt0605
IRS990EZ/ProgramServiceRevenueAmt0450
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Support/Enrichment/Education: Eighth Grade Graduation Party, 6th Grade Camp, Assemblies, Library Donation, Walkathon, Orientation BBQ, Multicultural Potluck, Student of the Quarter
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Parent Involvement/Education: Communications, Newletter, Directory
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community/Volunteer Involvement & Recognition: PTSA Workshops and Conferences, Volunteer Recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teacher Support: Teacher Supplies Fund and Staff Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1322
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2520
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31676
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt027535
IRS990EZ/SpecialEventsNetIncomeLossAmt0-7435
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035691
IRS990EZ/TotalProgramServiceExpensesAmt032838
IRS990EZ/TotalRevenueAmt038935
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0highlandptsa.org
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Income from auction, 8th grade graduation, scrip
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt029479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025790
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt022098
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt029765
IRS990ScheduleA/OtherIncome170Grp/TotalAmt093848
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04928
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020100
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0School Auction
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012657
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01265
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0250
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Eighth Grade Graduation;2418|Book Swap;117|Multicultural Potluck;57|6th Grade Orientation BBQ;750|Student enrichment support activities;1233|Student welcome back event;534|Bank fees;12|Leadership training;140|Insurance;290|Volunteer recognition;80|State license;50|Business tax;37|Walkathon expenses;596|Staff Appreciation lunch supplies;224^Total;6538^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dana Stoneman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04252235715
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10HIGHLAND MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0HIGH
ReturnHeader/Filer/EIN0916179677
ReturnHeader/Filer/PhoneNum04252235715
ReturnHeader/Filer/USAddress/AddressLine101304 South Fawcett Avenue Suite 300
ReturnHeader/Filer/USAddress/City0Tacoma
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098402
ReturnHeader/ReturnTs02014-10-29T22:58:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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