Civic Intelligence

Alaska PTA - Trailside Elementary

990EZ • Fiscal year 2023 • EIN 92-0172917

Jul 01, 2022 to Jun 30, 2023 • Filed on May 10, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

74th percentile

21%

Faster asset growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

40%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$90,892

Up $16,018 (+21%) from 2022

Net Assets

Up

$90,892

Up $16,018 (+21%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$76,214

Up $21,619 (+40%) from 2022

Expenses

Up

$60,196

Up $17,068 (+40%) from 2022

Net Income

Up

$16,018

Up $4,551 (+40%) from 2022

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

2023

Assets$90,892
Liabilities-
Net Assets$90,892

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

2023

Revenue$76,214
Expenses$60,196
Net Income$16,018
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 10, 2024
Return Version
2022v5.0
Gross Receipts
$119,227
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 provide programs 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 educating children and youth; to engage the public in united efforts to secure the physical, mental, emotional, 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-$60,196
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$86,775$86,775$41,969$44,806
Total Events$86,775$86,775$41,969$44,806
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
2024-05-10
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

Fall festival 6,077 after school activities 5,531 art to remember 1,576 school pictures 1,429 yearbooks 1,250 membership - passthrough 948 library - passthrough 923 fred meyer school rebates 759 paypal fee income 731 wolf den 696 student council - passthrough 637 wolf den - '22 adj 375 musical performances 310 amazon smiles 187 surplus item sales 110 boxtops 4 education 78 total 21,617

Form 990-ez, Part I, Line 16

Expenses administration 72 credit card processing 1,135 zoom software 75 ptaez software 209 other credit card processing 1,240 qr code generator 181 insurance 270 school bbq 1,511 ignite 200 after school activities 2,571 battle of the books 100 orchard(voided '22 check) -419 student enrichment 72 technology programs 3,083 yearbooks 1,090 faculty support 36,283 family fun activities 4,371 library 4,095 membership pass-through 869 library pass-through 923 bank charges 10 academic competitions 37 student scholarships 76 wolf den 300 membership drive 71 musical performances 1,773 rounding -2 total 60,196

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 provide programs 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 educating children and youth; to engage the public in united efforts to secure the physical, mental, emotional, 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 Appendix176 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
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt060196
IRS990EZ/OtherRevenueTotalAmt021617
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 PROVIDE PROGRAMS 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 EDUCATING CHILDREN AND YOUTH; TO ENGAGE THE PUBLIC IN UNITED EFFORTS TO SECURE THE PHYSICAL, MENTAL, EMOTIONAL, 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/ProgramServiceExpensesAmt060196
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt045882
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060196
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IRS990EZ/TotalRevenueAmt076214
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FALL FESTIVAL 6,077 AFTER SCHOOL ACTIVITIES 5,531 ART TO REMEMBER 1,576 SCHOOL PICTURES 1,429 YEARBOOKS 1,250 MEMBERSHIP - PASSTHROUGH 948 LIBRARY - PASSTHROUGH 923 FRED MEYER SCHOOL REBATES 759 PAYPAL FEE INCOME 731 WOLF DEN 696 STUDENT COUNCIL - PASSTHROUGH 637 WOLF DEN - '22 ADJ 375 MUSICAL PERFORMANCES 310 AMAZON SMILES 187 SURPLUS ITEM SALES 110 BOXTOPS 4 EDUCATION 78 TOTAL 21,617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATION 72 CREDIT CARD PROCESSING 1,135 ZOOM SOFTWARE 75 PTAEZ SOFTWARE 209 OTHER CREDIT CARD PROCESSING 1,240 QR CODE GENERATOR 181 INSURANCE 270 SCHOOL BBQ 1,511 IGNITE 200 AFTER SCHOOL ACTIVITIES 2,571 BATTLE OF THE BOOKS 100 ORCHARD(VOIDED '22 CHECK) -419 STUDENT ENRICHMENT 72 TECHNOLOGY PROGRAMS 3,083 YEARBOOKS 1,090 FACULTY SUPPORT 36,283 FAMILY FUN ACTIVITIES 4,371 LIBRARY 4,095 MEMBERSHIP PASS-THROUGH 869 LIBRARY PASS-THROUGH 923 BANK CHARGES 10 ACADEMIC COMPETITIONS 37 STUDENT SCHOLARSHIPS 76 WOLF DEN 300 MEMBERSHIP DRIVE 71 MUSICAL PERFORMANCES 1,773 ROUNDING -2 TOTAL 60,196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSES OF THIS ASSOCIATION ARE: TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL AND THROUGHOUT THE COMMUNITY; TO PROVIDE PROGRAMS 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 EDUCATING CHILDREN AND YOUTH; TO ENGAGE THE PUBLIC IN UNITED EFFORTS TO SECURE THE PHYSICAL, MENTAL, EMOTIONAL, AND SOCIAL WELL-BEING OF ALL CHILDREN AND YOUTH; TO ADVOCATE FOR FISCAL RESPONSIBILITY REGARDING PUBLIC TAX DOLLARS IN PUBLIC EDUCATION FUNDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE 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 III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09077425500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
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ReturnHeader/Filer/EIN0920172917
ReturnHeader/Filer/PhoneNum09077425500
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ReturnHeader/Filer/USAddress/CityNm0ANCHORAGE
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ReturnHeader/PreparerPersonGrp/PhoneNum09075637977
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHNNA R MINEMYER CPA
ReturnHeader/ReturnTs02024-05-13T19:41:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GRACE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STOUT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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