Civic Intelligence

Alaska PTA - Auke Bay PTA

990EZ • Fiscal year 2016 • EIN 94-3228399

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 06, 2016

PO Box 211062Auke Bay, AK 99821-1062

(907) 209-0711

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

70%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

95th percentile

200%

Faster asset growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

124%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$45,694

Up $30,480 (+200%) from 2015

Net Assets

Up

$45,694

Up $30,480 (+200%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$43,461

Up $24,039 (+124%) from 2015

Expenses

Up

$12,981

Up $81 (+0.6%) from 2015

Net Income

Up

$30,480

Up $23,958 (+367%) from 2015

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

2016

Assets$45,694
Liabilities$0
Net Assets$45,694

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

2016

Revenue$43,461
Expenses$12,981
Net Income$30,480
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 6, 2016
Return Version
2015v2.1
Gross Receipts
$62,604
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$12,981
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN MACVAYPresident-$0--
DIANNA PEARSONVice President-$0--
VANIA KIMSecretary-$0--
NICKI SCHULTZTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charleston Wrap$23,357$23,357$11,556$11,801
Playground Equipment$16,140$16,140-$16,140
Total Events$60,872$60,872$19,143$41,729
Filing and Contact Details

Filer

Filer Name
Alaska Pta - Auke Bay Pta
EIN
94-3228399
Address
PO BOX 211062, AUKE BAY, AK 99821-1062

Signing Officer

Name
Lauren Macvay
Title
President
Signed
2016-09-06
Discuss with paid preparer
Yes

Preparer

Firm
SCHMITZ & BUCK LLC CPA'S
Address
8800 GLACIER HWY STE 226, JUNEAU, AK 99801
Preparer
Michael J Schmitz CPA
Phone
9077899868
Supplemental Narrative

Additional Explanations

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

Description: interest. Amount: 6.

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

Description: in school support. Amount: 10,228. Description: bank service charges. Amount: 53. Description: pta state and national dues. Amount: 481. Description: post office box. Amount: 166. Description: pta liability insurance. Amount: 140. Description: school playground equipment. Amount: 435. Description: pta sponsored events. Amount: 898. Total to form 990-ez, line 16: 12,401.

Raw XML Appendix187 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/PersonNm0NICKI SCHULTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum09072090711
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 211062
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUKE BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015214
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045694
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0926
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt030480
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0580
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt045694
IRS990EZ/FundraisingGrossIncomeAmt060872
IRS990EZ/GrossReceiptsAmt062604
IRS990EZ/GroupExemptionNum04136
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0800
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015214
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045694
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015214
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045694
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/PersonNm0LAUREN MACVAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANNA PEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VANIA KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICKI SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012401
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/ProgramServiceExpensesAmt012981
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt019143
IRS990EZ/SpecialEventsNetIncomeLossAmt041729
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012981
IRS990EZ/TotalProgramServiceExpensesAmt012981
IRS990EZ/TotalRevenueAmt043461
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012413
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060872
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035852
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt047823
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt054722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0256616
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt034
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0269029
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054172
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055804
IRS990ScheduleA/Total509Grp/TotalAmt0269029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055809
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0269063
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019143
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHARLESTON WRAP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PLAYGROUND EQUIPMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023357
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023357
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016140
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060872
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041729
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07587
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019143
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011556
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: IN SCHOOL SUPPORT. AMOUNT: 10,228. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 53. DESCRIPTION: PTA STATE AND NATIONAL DUES. AMOUNT: 481. DESCRIPTION: POST OFFICE BOX. AMOUNT: 166. DESCRIPTION: PTA LIABILITY INSURANCE. AMOUNT: 140. DESCRIPTION: SCHOOL PLAYGROUND EQUIPMENT. AMOUNT: 435. DESCRIPTION: PTA SPONSORED EVENTS. AMOUNT: 898. TOTAL TO FORM 990-EZ, LINE 16: 12,401.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN MACVAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALASKA PTA - AUKE BAY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ALAS
ReturnHeader/Filer/EIN0943228399
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 211062
ReturnHeader/Filer/USAddress/CityNm0AUKE BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd0998211062
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920161044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHMITZ & BUCK LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08800 GLACIER HWY STE 226
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JUNEAU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099801
ReturnHeader/PreparerPersonGrp/PhoneNum09077899868
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SCHMITZ CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-20T14:30:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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. 2016 filings • 501(c)3 • <$500k nonprofits