Civic Intelligence

Discovery Elementary Ptsa 269

990EZ • Fiscal year 2017 • EIN 94-3152614

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

2003 65th Avenue WestTacoma, WA 98466-6215

(425) 466-7616

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$35,396

Down $16,844 (-32%) from 2016

Net Assets

$35,396

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$70,037

Down $15,136 (-18%) from 2016

Expenses

Down

$86,881

Down $51,036 (-37%) from 2016

Net Income

Up

-$16,844

Up $35,900 (+68%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $74,565Liabilities 2012: $02012Assets 2013: $68,728Liabilities 2013: $02013Assets 2014: $77,877Liabilities 2014: $02014Assets 2016: $52,240Liabilities 2016: $02016Assets 2017: $35,396Net Assets 2017: $35,3962017Assets 2018: $57,407Net Assets 2018: $57,4072018Assets 2019: $64,542Net Assets 2019: $64,5422019Assets 2020: $73,500Net Assets 2020: $73,5002020Assets 2021: $65,914Net Assets 2021: $65,9142021Assets 2022: $96,666Net Assets 2022: $96,6672022Assets 2023: $116,140Net Assets 2023: $116,1402023Assets 2024: $94,661Net Assets 2024: $94,6612024Assets 2025: $85,826Liabilities 2025: $0Net Assets 2025: $85,8262025

Highlighted filing

2017

Assets$35,396
Liabilities-
Net Assets$35,396

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $89,200Expenses 2012: $98,855Net Income 2012: -$9,6552012Revenue 2013: $83,324Expenses 2013: $82,769Net Income 2013: $5552013Revenue 2014: $76,682Expenses 2014: $67,533Net Income 2014: $9,1492014Revenue 2016: $85,173Expenses 2016: $137,917Net Income 2016: -$52,7442016Revenue 2017: $70,037Expenses 2017: $86,881Net Income 2017: -$16,8442017Revenue 2018: $97,779Expenses 2018: $76,030Net Income 2018: $21,7492018Revenue 2019: $95,463Expenses 2019: $88,328Net Income 2019: $7,1352019Revenue 2020: $93,133Expenses 2020: $90,063Net Income 2020: $3,0702020Revenue 2021: $23,137Expenses 2021: $22,712Net Income 2021: $4252021Revenue 2022: $74,348Expenses 2022: $51,109Net Income 2022: $23,2392022Revenue 2023: $76,918Expenses 2023: $57,444Net Income 2023: $19,4742023Revenue 2024: $54,061Expenses 2024: $75,540Net Income 2024: -$21,4792024Revenue 2025: $45,884Expenses 2025: $54,719Net Income 2025: -$8,8352025

Highlighted filing

2017

Revenue$70,037
Expenses$86,881
Net Income-$16,844
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$70,949
Mission and Program Overview

Mission

To enhance the educational experience of children and their families by working in partnership with teachers educational staff and the local community.

Program Services

DescriptionGrantsExpenses
GENERAL EDUCATION PROGRAMS AND SUPPORT AND EDUCATIONALLY ENRICHING ACTIVITIES SUPPORTED BY IT'S OWN FUNDRASING.$40,977$14,165
COMMUNITY PROGRAMS PROMOTING THE EDUCATION OF STUDENTS-$18,465
ENRICHMENT PROGRAMS THAT ENHANCE THE EXPERIENCE OF THE STUDENTS-$13,274
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLIE SMITHPresident-$0--
NOREEN AWANVice President-$0--
TERESA BRIGHTAp Treasurer-$0--
YAN TREASURERAr Treasurer-$0--
VERONICA WINKLERSecretary-$0--
SARAH MANNINGSMITHAdvocacy Chair-$0--
DIANE MCKENNADirector Communicati-$0--
JENNIFER ROSEDirector Programs-$0--
ALISHA BRUMMETTDirector Fundraising-$0--
GAYATHRI SUBRAMONIANWebmaster-$0--
SHANA JUKESMembership Chair-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ptsa Fundraiser$31,866$31,866$872$30,994
Corporate Matching$10,307$10,307-$10,307
Total Events$52,166$52,166$912$51,254
Filing and Contact Details

Filer

Filer Name
Discovery Elementary PTSA 269
EIN
94-3152614
Phone
4254667616
Address
2003 65th Avenue West, Tacoma, WA 98466-6215

Signing Officer

Name
Teresa Bright
Title
Tmp
Phone
4254667616
Signed
2017-11-15

Preparer

Firm
Hrb Tax Group Inc
Address
16025 NE 85TH, REDMOND, WA 98052
Preparer
Ronald Fong
Phone
4255583541
Supplemental Narrative

Additional Explanations

Page 1 Line 8 Other Income

TOTAL = $10990

Family Fun Night

$1154

Math Club

$1075

School Supplies

$1349

Spirit Gear

$412

Yearbook

$7000

Page 1 Line 10 Grants

TOTAL = $40977

Curriculum

$33275

Teacher Supplies

$7539

Sunshine Fund

$164

Page 1 Line 16 Other Expenses

TOTAL = $41667

Activity Expense

$36509

Service Fee

$4574

Leadership Education

$250

Project Expense

$86

Reconcillication

$248

Raw XML Appendix243 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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOLLIE SMITH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERESA BRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3YAN TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VERONICA WINKLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH MANNINGSMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DIANE MCKENNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALISHA BRUMMETT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SHANA JUKES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2AP TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3AR TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ADVOCACY CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR COMMUNICATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9WEBMASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MEMBERSHIP CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041667
IRS990EZ/OtherRevenueTotalAmt010990
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance the educational experience of children and their families by working in partnership with teachers educational staff and the local community.
IRS990EZ/PrintingPublicationsPostageAmt04237
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ENRICHMENT PROGRAMS THAT ENHANCE THE EXPERIENCE OF THE STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY PROGRAMS PROMOTING THE EDUCATION OF STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040977
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014165
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113274
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218465
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0912
IRS990EZ/SpecialEventsNetIncomeLossAmt051254
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086881
IRS990EZ/TotalProgramServiceExpensesAmt045904
IRS990EZ/TotalRevenueAmt070037
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045978
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076932
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt082117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt074676
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0371934
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt041
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IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PTSA FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CORPORATE MATCHING
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
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IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOTAL = $10990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$1154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$1075
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$1349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TOTAL = $40977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7$33275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8$7539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9$164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TOTAL = $41667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11$36509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12$4574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13$250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14$86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15$248
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 LINE 8 OTHER INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FAMILY FUN NIGHT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2MATH CLUB
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHOOL SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4SPIRIT GEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5YEARBOOK
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PAGE 1 LINE 10 GRANTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7CURRICULUM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8TEACHER SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9SUNSHINE FUND
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PAGE 1 LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11ACTIVITY EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12SERVICE FEE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13LEADERSHIP EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14PROJECT EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15RECONCILLICATION
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA BRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TMP
ReturnHeader/BusinessOfficerGrp/PhoneNum04254667616
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Discovery Elementary PTSA 269
ReturnHeader/Filer/BusinessNameControlTxt0DISC
ReturnHeader/Filer/EIN0943152614
ReturnHeader/Filer/PhoneNum04254667616
ReturnHeader/Filer/USAddress/AddressLine1Txt02003 65th Avenue West
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0984666215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC28C4B532A8572406D59332DF709C1CB3FDE549
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EC28C4B532A8572406D59332DF709C1CB3FDE549
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId091025720173181041348
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.35.73.175
ReturnHeader/FilingSecurityInformation/IPDt02017-11-28
ReturnHeader/FilingSecurityInformation/IPTm014:00:07
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016025 NE 85TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098052
ReturnHeader/PreparerPersonGrp/PhoneNum04255583541
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald Fong
ReturnHeader/ReturnTs02017-11-14T21:37:18Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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