Civic Intelligence

Alaska PTA - Trailside Elementary

990EZ • Fiscal year 2022 • EIN 92-0172917

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

5151 Abbott RoadAnchorage, AK 99507

(907) 742-5500

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-16%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

68%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$74,874

Down $14,446 (-16%) from 2021

Net Assets

Down

$74,874

Down $14,446 (-16%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$54,595

Up $22,143 (+68%) from 2021

Expenses

Up

$43,128

Up $27,304 (+173%) from 2021

Net Income

Down

$11,467

Down $5,161 (-31%) from 2021

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $18,835Liabilities 2011: $02011Assets 2012: $28,001Liabilities 2012: $02012Assets 2013: $29,030Liabilities 2013: $02013Assets 2014: $22,070Liabilities 2014: $02014Assets 2015: $28,221Liabilities 2015: $02015Assets 2016: $29,195Net Assets 2016: $29,1952016Assets 2017: $37,953Net Assets 2017: $37,9532017Assets 2018: $57,634Net Assets 2018: $57,6342018Assets 2019: $62,325Net Assets 2019: $62,3252019Assets 2020: $75,978Net Assets 2020: $75,9782020Assets 2021: $89,320Net Assets 2021: $89,3202021Assets 2022: $74,874Net Assets 2022: $74,8742022Assets 2023: $90,892Net Assets 2023: $90,8922023Assets 2024: $86,019Net Assets 2024: $86,0192024

Highlighted filing

2022

Assets$74,874
Liabilities-
Net Assets$74,874

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $24,136Expenses 2011: $24,053Net Income 2011: $832011Revenue 2012: $38,860Expenses 2012: $29,694Net Income 2012: $9,1662012Revenue 2013: $26,187Expenses 2013: $23,178Net Income 2013: $3,0092013Revenue 2014: $11,661Expenses 2014: $18,853Net Income 2014: -$7,1922014Revenue 2015: $27,521Expenses 2015: $28,330Net Income 2015: -$8092015Revenue 2016: $28,596Expenses 2016: $27,622Net Income 2016: $9742016Revenue 2017: $58,799Expenses 2017: $50,041Net Income 2017: $8,7582017Revenue 2018: $96,124Expenses 2018: $76,443Net Income 2018: $19,6812018Revenue 2019: $84,286Expenses 2019: $88,306Net Income 2019: -$4,0202019Revenue 2020: $50,432Expenses 2020: $36,779Net Income 2020: $13,6532020Revenue 2021: $32,452Expenses 2021: $15,824Net Income 2021: $16,6282021Revenue 2022: $54,595Expenses 2022: $43,128Net Income 2022: $11,4672022Revenue 2023: $76,214Expenses 2023: $60,196Net Income 2023: $16,0182023Revenue 2024: $66,423Expenses 2024: $71,296Net Income 2024: -$4,8732024

Highlighted filing

2022

Revenue$54,595
Expenses$43,128
Net Income$11,467
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.0
Gross Receipts
$91,427
Mission and Program Overview

Mission

To provide financial support to the Trailside Elementary students, teachers, and staff through grants and the purchase of equipment.

The purposes of this association are: to promote the welfare of children and youth in home, school and throughout the community; to raise the standards of home life. To advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; to promote collaboration and engagement of families and educators in the education of children and youth; to engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; to advocate for fiscal responsibility regarding public tax dollars in public education funding.

Program Services

DescriptionGrantsExpenses
SEE ATTACHED-$43,128
SEE ATTACHED--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURTNEY LUFFPresident-$0--
SARA KOZUP EVONVice Preside-$0--
MELISSA WORRELLVice Preside-$0--
GRACE STOUTTreasurer-$0--
SANDRA RENNARDSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
FUNDRAISING>5K$72,401$72,401$32,641$39,760
Total Events$72,401$72,401$32,641$39,760
Filing and Contact Details

Filer

Filer Name
Alaska Pta - Trailside Elementary
EIN
92-0172917
Phone
9077425500
Address
5151 ABBOTT ROAD, ANCHORAGE, AK 99507

Signing Officer

Name
Grace Stout
Title
Treasurer
Phone
9077425500
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Swalling & Associates Pc
Address
3201 C STREET STE 405, ANCHORAGE, AK 99503
Preparer
Johnna R Minemyer CPA
Phone
9075637977
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

After school activities 4,313 yearbooks 1,599 art to remember 1,548 library - passthrough 757 fred meyer school rebates 712 school pictures 703 membership - passthrough 575 paypal fee income 518 cash rewards - bank account 133 amazon smiles 106 boxtops 4 education 27 total 10,991

Form 990-ez, Part I, Line 16

Expenses general fund 341 office supplies 444 credit card processing 763 zoom software 175 ptaez software 209 other credit card processing 811 insurance 270 school bbq 1,043 ignite 199 after school activities 2,464 battle of the books 104 orchard 844 student enrichment 13,830 technology programs 3,709 yearbooks 996 faculty support 9,322 family fun activities 3,142 library 3,130 membership pass-through 575 library pass-through 757 total 43,128

Form 990-ez, Part I, Line 20

-25,913 prior period adjustment required to agree net assets to the books and records of the association.

Form 990-ez, Part III

The purposes of this association are: to promote the welfare of children and youth in home, school and throughout the community; to raise the standards of home life. To advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; to promote collaboration and engagement of families and educators in the education of children and youth; to engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; to advocate for fiscal responsibility regarding public tax dollars in public education funding.

Form 990-ez, Part III, Line 31

SEE ATTACHED

Raw XML Appendix177 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/PersonNm0COURTNEY LUFF
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA WORRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GRACE STOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDRA RENNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-25913
IRS990EZ/OtherExpensesTotalAmt043128
IRS990EZ/OtherRevenueTotalAmt010991
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSES OF THIS ASSOCIATION ARE: TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND THROUGHOUT THE COMMUNITY; TO RAISE THE STANDARDS OF HOME LIFE. TO ADVOCATE FOR LAWS THAT FURTHER THE EDUCATION, PHYSICAL AND MENTAL HEALTH, WELFARE, AND SAFETY OF CHILDREN AND YOUTH; TO PROMOTE COLLABORATION AND ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF CHILDREN AND YOUTH; TO ENGAGE THE PUBLIC IN UNITED EFFORTS TO SECURE THE PHYSICAL, MENTAL, EMOTIONAL, SPIRITUAL, AND SOCIAL WELL-BEING OF ALL CHILDREN AND YOUTH; TO ADVOCATE FOR FISCAL RESPONSIBILITY REGARDING PUBLIC TAX DOLLARS IN PUBLIC EDUCATION FUNDING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE ATTACHED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SEE ATTACHED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043128
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AK
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt054595
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER SCHOOL ACTIVITIES 4,313 YEARBOOKS 1,599 ART TO REMEMBER 1,548 LIBRARY - PASSTHROUGH 757 FRED MEYER SCHOOL REBATES 712 SCHOOL PICTURES 703 MEMBERSHIP - PASSTHROUGH 575 PAYPAL FEE INCOME 518 CASH REWARDS - BANK ACCOUNT 133 AMAZON SMILES 106 BOXTOPS 4 EDUCATION 27 TOTAL 10,991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES GENERAL FUND 341 OFFICE SUPPLIES 444 CREDIT CARD PROCESSING 763 ZOOM SOFTWARE 175 PTAEZ SOFTWARE 209 OTHER CREDIT CARD PROCESSING 811 INSURANCE 270 SCHOOL BBQ 1,043 IGNITE 199 AFTER SCHOOL ACTIVITIES 2,464 BATTLE OF THE BOOKS 104 ORCHARD 844 STUDENT ENRICHMENT 13,830 TECHNOLOGY PROGRAMS 3,709 YEARBOOKS 996 FACULTY SUPPORT 9,322 FAMILY FUN ACTIVITIES 3,142 LIBRARY 3,130 MEMBERSHIP PASS-THROUGH 575 LIBRARY PASS-THROUGH 757 TOTAL 43,128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2-25,913 PRIOR PERIOD ADJUSTMENT REQUIRED TO AGREE NET ASSETS TO THE BOOKS AND RECORDS OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PURPOSES OF THIS ASSOCIATION ARE: TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND THROUGHOUT THE COMMUNITY; TO RAISE THE STANDARDS OF HOME LIFE. TO ADVOCATE FOR LAWS THAT FURTHER THE EDUCATION, PHYSICAL AND MENTAL HEALTH, WELFARE, AND SAFETY OF CHILDREN AND YOUTH; TO PROMOTE COLLABORATION AND ENGAGEMENT OF FAMILIES AND EDUCATORS IN THE EDUCATION OF CHILDREN AND YOUTH; TO ENGAGE THE PUBLIC IN UNITED EFFORTS TO SECURE THE PHYSICAL, MENTAL, EMOTIONAL, SPIRITUAL, AND SOCIAL WELL-BEING OF ALL CHILDREN AND YOUTH; TO ADVOCATE FOR FISCAL RESPONSIBILITY REGARDING PUBLIC TAX DOLLARS IN PUBLIC EDUCATION FUNDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE ATTACHED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09077425500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALASKA PTA - TRAILSIDE ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0ALAS
ReturnHeader/Filer/EIN0920172917
ReturnHeader/Filer/PhoneNum09077425500
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ReturnHeader/Filer/USAddress/CityNm0ANCHORAGE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANCHORAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099503
ReturnHeader/PreparerPersonGrp/PhoneNum09075637977
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHNNA R MINEMYER CPA
ReturnHeader/ReturnTs02023-05-15T19:57:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GRACE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOUT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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