Civic Intelligence

Issaquah Valley PTA 2611 Co Washington State PTA

990 • Fiscal year 2018 • EIN 94-3053876

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

2003 65th Ave WestTacoma, WA 98466

(425) 837-7200

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

75th percentile

19%

Higher net margin than 75% 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

81st percentile

40%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$102,595

Up $29,242 (+40%) from 2017

Net Assets

Up

$102,595

Up $29,242 (+40%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$153,419

Up $46,955 (+44%) from 2017

Expenses

Down

$124,177

Down $9,040 (-6.8%) from 2017

Net Income

Up

$29,242

Up $55,995 (+209%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $102,792Liabilities 2012: $02012Assets 2013: $78,415Liabilities 2013: $02013Assets 2014: $100,007Net Assets 2014: $100,0072014Assets 2015: $110,924Net Assets 2015: $110,9242015Assets 2016: $100,106Liabilities 2016: $0Net Assets 2016: $100,1062016Assets 2017: $73,353Net Assets 2017: $73,3532017Assets 2018: $102,595Liabilities 2018: $0Net Assets 2018: $102,5952018Assets 2019: $106,814Net Assets 2019: $106,8142019Assets 2020: $143,703Net Assets 2020: $143,7032020Assets 2021: $94,063Liabilities 2021: $0Net Assets 2021: $94,0632021Assets 2022: $117,851Liabilities 2022: $0Net Assets 2022: $117,8512022Assets 2023: $101,189Net Assets 2023: $101,1892023Assets 2024: $61,519Net Assets 2024: $61,5192024Assets 2025: $53,864Net Assets 2025: $53,8642025

Highlighted filing

2018

Assets$102,595
Liabilities$0
Net Assets$102,595

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $101,022Expenses 2012: $75,394Net Income 2012: $25,6282012Revenue 2013: $40,847Expenses 2013: $65,224Net Income 2013: -$24,3772013Revenue 2014: $106,122Expenses 2014: $84,530Net Income 2014: $21,5922014Revenue 2015: $107,116Expenses 2015: $96,199Net Income 2015: $10,9172015Revenue 2016: $149,773Expenses 2016: $161,834Net Income 2016: -$12,0612016Revenue 2017: $106,464Expenses 2017: $133,217Net Income 2017: -$26,7532017Revenue 2018: $153,419Expenses 2018: $124,177Net Income 2018: $29,2422018Revenue 2019: $90,148Expenses 2019: $85,929Net Income 2019: $4,2192019Revenue 2020: $119,483Expenses 2020: $82,594Net Income 2020: $36,8892020Revenue 2021: $24,051Expenses 2021: $73,690Net Income 2021: -$49,6392021Revenue 2022: $64,848Expenses 2022: $41,060Net Income 2022: $23,7882022Revenue 2023: $62,958Expenses 2023: $79,619Net Income 2023: -$16,6612023Revenue 2024: $50,834Expenses 2024: $90,504Net Income 2024: -$39,6702024Revenue 2025: $88,304Expenses 2025: $95,959Net Income 2025: -$7,6552025

Highlighted filing

2018

Revenue$153,419
Expenses$124,177
Net Income$29,242
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$276,084
Mission and Program Overview

Mission

The mission of Issaquah Valley Elementary PTA is to enhance the educational experience of children and their families. The PTA works in partnership with teachers and educational staff, along with enthusiastic volunteers for raising funds to support our school. The PTA gives each child a legislative voice and provides safe, fun and educationally enriching activities. In addition, the mission of the PTA is to establish a sense of community to all who attend Issaquah Valley Elementary.

The mission of Issaquah Valley Elementary PTA is to provide resources and enrichment to teachers, classrooms, educational programs and the school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$32,711$64,966▲ $32,255
Savings and Temporary Cash Investments$40,642$37,629▼ $3,013
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$73,353$102,595▲ $29,242
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$69,329$99,491▲ $30,162
Temporarily Rstr Net Assets$4,024$3,104▼ $920
Total Net Assets Fund Balance$73,353$102,595▲ $29,242
Total Liabilities and Net Assets / Fund Balance$73,353$102,595▲ $29,242
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brie NybergCo-President
Renee BarnesCo-President
Alex RosensteinCo-Director of Fund
Miriam CorlettCo-Director of Fund
Alison MakerDirector at Large
Lauren SchaerCo-Secretary
Lindsay CongerCo-Secretary
Brooke SullivanCo-Treasurer
Christine WhiteCo-Treasurer
Lizz EngCo-Volunteer
Marisol ViserCo-Volunteer
Colleen DanielCo-VP of Comm
Marcelle WaldmanCo-VP of Comm
Revenue and Support

Revenue Composition

Contributions and Grants
$213,268
Program Service Revenue
$26,709
Investment Income
$18
Other Revenue
$-86,576
All Other Contributions
$71,188
Change in Net Assets
$29,242

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table346$70,469Fair Market Value (FMV)
Total Noncash Contributions346$70,469-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,567
Grants and Similar Amounts Paid$35,610
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,610--$35,610
Other Expenses$3,540$4,349-$4,349
Fees for Services Accounting-$2,370-$2,370
All Other Expenses-$1,169-$1,169
Insurance-$499-$499
Total Functional Expenses$87,819$36,358$0$124,177
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Issaquah School District #411Issaquah, WAGov'tSchool support$35,610
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$100,102
Fundraising Gross Income$10,270
Gaming Gross Income$1,365
Gaming Direct Expenses$826
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$147,334$10,270$10,379$-109
Total Events$147,334$10,270$100,102$-89,832
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Parents, teachers and community members are members of the PTA.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Members can elect members of the governing body.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Members can vote on certain items such as budget approval and by-law changes.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 will be reviewed at a Board meeting, presented by the Treasurer, before filing. Approval will be obtained via e-mail if needed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each Board member reads, reviews and signs a Conflict of Interest statement each year and discloses any conflicts.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

These documents are available on the Organization's website.

Filing and Contact Details

Filer

Filer Name
Issaquah Valley PTA 2611
EIN
94-3053876
Phone
4258377200
Address
2003 65th Ave West, Tacoma, WA 98466

Signing Officer

Name
Kimberly Brown
Title
Current Treasurer
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brie Nyberg
Formed
1987
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
60

Preparer

Firm
Jones & Associates PLLC CPAS
Address
1701 NE 104th Street, Seattle, WA 98125-7646
Preparer
Judy C Jones CPA
Phone
2065255170
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of Issaquah Valley Elementary PTA is to provide resources and enrichment to teachers, classrooms, educational programs and the school district.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0102595
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-89832
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IRS990/NetIncomeFromGamingGrp/ExclusionAmt0539
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IRS990/NetIncomeOrLossGrp/ExclusionAmt02717
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02717
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt070469
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Program & Small Event Supplies
IRS990/OtherExpensesGrp/Desc1Classroom Support
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/Desc3PTSA Membership and Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024678
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13293
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24349
IRS990/OtherExpensesGrp/ProgramServicesAmt030607
IRS990/OtherExpensesGrp/ProgramServicesAmt118062
IRS990/OtherExpensesGrp/ProgramServicesAmt23540
IRS990/OtherExpensesGrp/TotalAmt055285
IRS990/OtherExpensesGrp/TotalAmt118062
IRS990/OtherExpensesGrp/TotalAmt26833
IRS990/OtherExpensesGrp/TotalAmt34349
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Brie Nyberg
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Art Docent
IRS990/ProgramServiceRevenueGrp/Desc1Camp Orkila
IRS990/ProgramServiceRevenueGrp/Desc2Math Adventures
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0772
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123377
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0772
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123377
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22560
IRS990/ProgSrvcAccomActy2Grp/Desc0Camp Orkila: Camp for 5th grade students
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021469
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01500
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt023377
IRS990/ProgSrvcAccomActy3Grp/Desc0All Others: Other programs and events to support the school and community.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019138
IRS990/ProgSrvcAccomActy3Grp/GrantAmt09925
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02560
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt078736
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt041079
IRS990/PYInvestmentIncomeAmt019
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt092138
IRS990/PYOtherRevenueAmt05298
IRS990/PYProgramServiceRevenueAmt022411
IRS990/PYRevenuesLessExpensesAmt0-26753
IRS990/PYTotalExpensesAmt0133217
IRS990/PYTotalRevenueAmt0106464
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt029242
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0772
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040642
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0213269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt078736
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt075813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0122061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0627442
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0144
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0139485
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0150
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt062
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0217
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98290
IRS990ScheduleA/PublicSupportPY170Pct00.97480
IRS990ScheduleA/PublicSupportTotal170Amt0627442
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0213269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt078736
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt075813
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0122061
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0627442
IRS990ScheduleA/TotalSupportAmt0638351
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt05148
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt05400
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt010548
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt045915
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt030311

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.88$0.96$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.51$0.91$0.40
2023Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.63$0.80$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.65$0.41$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.24$0.74$0.50
2020Detailed filing. Detailed filing data is available for this year.$1.44$1.44$1.19$0.83$0.37
2019Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.90$0.86$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.53$1.24$0.29
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.06$1.33$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.50$1.62$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.07$0.96$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.06$0.85$0.22
2013Summary only. Only limited summary data is available for this year.$0.78$0.00$0.41$0.65$0.24
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$1.01$0.75$0.26