Civic Intelligence

Alaska PTA - Auke Bay PTA

990EZ • Fiscal year 2014 • EIN 94-3228399

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 16, 2014

PO Box 21106299821-1062

(907) 465-6594

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

7th percentile

-58%

Higher net margin than 7% 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

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

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

Assets

Down

$8,692

Down $14,041 (-62%) from 2013

Net Assets

Down

$8,692

Down $14,041 (-62%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$24,301

Up $2,684 (+12%) from 2013

Expenses

Up

$38,342

Up $27,696 (+260%) from 2013

Net Income

Down

-$14,041

Down $25,012 (-228%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $4,188Liabilities 2011: $02011Assets 2013: $22,733Liabilities 2013: $0Net Assets 2013: $22,7332013Assets 2014: $8,692Liabilities 2014: $0Net Assets 2014: $8,6922014Assets 2015: $15,214Liabilities 2015: $0Net Assets 2015: $15,2142015Assets 2016: $45,694Liabilities 2016: $0Net Assets 2016: $45,6942016Assets 2017: $33,976Liabilities 2017: $0Net Assets 2017: $33,9762017Assets 2018: $33,767Liabilities 2018: $0Net Assets 2018: $33,7672018Assets 2019: $42,068Liabilities 2019: $0Net Assets 2019: $42,0682019

Highlighted filing

2014

Assets$8,692
Liabilities$0
Net Assets$8,692

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $16,796Expenses 2011: $21,959Net Income 2011: -$5,1632011Revenue 2013: $21,617Expenses 2013: $10,646Net Income 2013: $10,9712013Revenue 2014: $24,301Expenses 2014: $38,342Net Income 2014: -$14,0412014Revenue 2015: $19,422Expenses 2015: $12,900Net Income 2015: $6,5222015Revenue 2016: $43,461Expenses 2016: $12,981Net Income 2016: $30,4802016Revenue 2017: $20,341Expenses 2017: $32,059Net Income 2017: -$11,7182017Revenue 2018: $16,775Expenses 2018: $16,984Net Income 2018: -$2092018Revenue 2019: $23,870Expenses 2019: $15,569Net Income 2019: $8,3012019

Highlighted filing

2014

Revenue$24,301
Expenses$38,342
Net Income-$14,041
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 16, 2014
Return Version
2013v3.0
Gross Receipts
$54,183
Mission and Program Overview

Mission

Parent teacher organization

Program Services

DescriptionGrantsExpenses
TO ENHANCE AND IMPROVE EDUCATION OPPORTUNITIES NOT INCLUDED IN THE REGULAR CLASSROOM FOR APPROXIMATELY 400 ELEMENTARY SCHOOL STUDENTS AND TO PROVIDE DAYCARE FOR PTA MEETINGS.$0$38,342
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA DEANPresident-$0--
RIKKI GELSTONVice President-$0--
MATTIE BIXBYSecretary-$0--
MELANIE HELMICK-MURPHYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,298$23,298$11,853$11,445
Event 2$5,993$5,993$6,036$-43
Total Events$47,823$47,823$29,882$17,941
Filing and Contact Details

Filer

EIN
94-3228399

Signing Officer

Name
Jessica Dean
Title
President
Signed
2014-09-16
Discuss with paid preparer
Yes

Preparer

Preparer
Michael J Schmitz CPA
Phone
9077899868
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 11.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: direct classroom support in school. Amount: 6,487. Description: student contests and activities. Amount: 3,001. Description: pta state and national dues. Amount: 319. Description: post office box. Amount: 79. Description: pta liability insurance. Amount: 140. Description: school playground equipment. Amount: 23,500. Description: teacher grants. Amount: 3,980. Description: miscellaneous. Amount: 296. Total to form 990-ez, line 16: 37,802.

Raw XML Appendix188 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0MELANIE HELMICK-MURPHY
IRS990EZ/BooksInCareOfDetail/PhoneNum09074656594
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 211062
IRS990EZ/BooksInCareOfDetail/USAddress/City0AUKE BAY
IRS990EZ/BooksInCareOfDetail/USAddress/State0AK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode099821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022733
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08692
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05839
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14041
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt047823
IRS990EZ/GrossReceiptsAmt054183
IRS990EZ/GroupExemptionNum04136
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0510
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022733
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08692
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JESSICA DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RIKKI GELSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTIE BIXBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELANIE HELMICK-MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037802
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ENHANCE AND IMPROVE EDUCATION OPPORTUNITIES NOT INCLUDED IN THE REGULAR CLASSROOM FOR APPROXIMATELY 400 ELEMENTARY SCHOOL STUDENTS AND TO PROVIDE DAYCARE FOR PTA MEETINGS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038342
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt029882
IRS990EZ/SpecialEventsNetIncomeLossAmt017941
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038342
IRS990EZ/TotalProgramServiceExpensesAmt038342
IRS990EZ/TotalRevenueAmt024301
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt047823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt057347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038477
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0250033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt054
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0261372
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt041687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051664
IRS990ScheduleA/Total509Grp/TotalAmt0261372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt041694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051686
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0261426
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029882
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047823
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023298
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018532
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047823
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0INNISBROOK
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOOK FAIRS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017941
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt011993
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029882
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011853
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06036
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 11.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DIRECT CLASSROOM SUPPORT IN SCHOOL. AMOUNT: 6,487. DESCRIPTION: STUDENT CONTESTS AND ACTIVITIES. AMOUNT: 3,001. DESCRIPTION: PTA STATE AND NATIONAL DUES. AMOUNT: 319. DESCRIPTION: POST OFFICE BOX. AMOUNT: 79. DESCRIPTION: PTA LIABILITY INSURANCE. AMOUNT: 140. DESCRIPTION: SCHOOL PLAYGROUND EQUIPMENT. AMOUNT: 23,500. DESCRIPTION: TEACHER GRANTS. AMOUNT: 3,980. DESCRIPTION: MISCELLANEOUS. AMOUNT: 296. TOTAL TO FORM 990-EZ, LINE 16: 37,802.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA DEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALASKA PTA - AUKE BAY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ALAS
ReturnHeader/Filer/EIN0943228399
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 211062
ReturnHeader/Filer/USAddress/City0AUKE BAY
ReturnHeader/Filer/USAddress/State0AK
ReturnHeader/Filer/USAddress/ZIPCode0998211062
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920161044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHMITZ & BUCK LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108800 GLACIER HWY STE 226
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0JUNEAU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode099801
ReturnHeader/PreparerPersonGrp/PhoneNum09077899868
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SCHMITZ CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-08T17:00:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits