Civic Intelligence

Alaska PTA - Auke Bay PTA

990EZ • Fiscal year 2019 • EIN 94-3228399

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 13, 2020

PO Box 211062Auke Bay, AK 99821-1062

(907) 209-2697

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$42,068

Up $8,301 (+25%) from 2018

Net Assets

Up

$42,068

Up $8,301 (+25%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$23,870

Up $7,095 (+42%) from 2018

Expenses

Down

$15,569

Down $1,415 (-8.3%) from 2018

Net Income

Up

$8,301

Up $8,510 (+4072%) from 2018

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

2019

Assets$42,068
Liabilities$0
Net Assets$42,068

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

2019

Revenue$23,870
Expenses$15,569
Net Income$8,301
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 13, 2020
Return Version
2018v3.2
Gross Receipts
$46,780
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$15,569
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY WOMACKPresident-$0--
BONNIE WEBSTERVice President-$0--
KRISTEN ROBINSONSecretary-$0--
THERESA WINTHERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charleston Wrap$19,130$19,130$5,008$14,122
SEE'S CANDY$7,160$7,160-$7,160
Total Events$46,014$46,014$22,910$23,104
Filing and Contact Details

Filer

Filer Name
Alaska Pta - Auke Bay Pta
EIN
94-3228399
Phone
9072092697
Address
PO BOX 211062, AUKE BAY, AK 99821-1062

Signing Officer

Name
Nancy Womack
Title
Treasurer
Phone
9075184040
Signed
2020-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Michael J Schmitz CPA LLC
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 16 - Other Expenses

Description: in school support. Amount: 7,164. Description: post office box. Amount: 168. Description: pta liability insurance. Amount: 138. Description: pta sponsored events. Amount: 6,344. Description: child care for pta meetings. Amount: 240. Description: business license. Amount: 40. Description: office supplies. Amount: 101. Description: software fees. Amount: 245. Description: bank fees. Amount: 549. Total to form 990-ez, line 16: 14,989.

Raw XML Appendix192 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/PersonNm0THERESA WINTHER
IRS990EZ/BooksInCareOfDetail/PhoneNum09075184040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 211062
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUKE BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099821
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033767
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042068
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0490
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08301
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0580
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033767
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042068
IRS990EZ/FundraisingGrossIncomeAmt046014
IRS990EZ/GrossReceiptsAmt046780
IRS990EZ/GroupExemptionNum04136
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0276
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033767
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042068
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033767
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042068
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/PersonNm0NANCY WOMACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BONNIE WEBSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTEN ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THERESA WINTHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt014989
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/ProgramServiceExpensesAmt015569
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt022910
IRS990EZ/SpecialEventsNetIncomeLossAmt023104
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015569
IRS990EZ/TotalProgramServiceExpensesAmt015569
IRS990EZ/TotalRevenueAmt023870
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0766
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07820
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046014
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt060872
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035852
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0208958
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0216778
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038410
IRS990ScheduleA/Total509Grp/TotalAmt0216778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046780
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt062604
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt038413
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0216793
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022910
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHARLESTON WRAP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SEE'S CANDY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04715
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04715
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046014
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023104
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013187
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018195
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05008
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: IN SCHOOL SUPPORT. AMOUNT: 7,164. DESCRIPTION: POST OFFICE BOX. AMOUNT: 168. DESCRIPTION: PTA LIABILITY INSURANCE. AMOUNT: 138. DESCRIPTION: PTA SPONSORED EVENTS. AMOUNT: 6,344. DESCRIPTION: CHILD CARE FOR PTA MEETINGS. AMOUNT: 240. DESCRIPTION: BUSINESS LICENSE. AMOUNT: 40. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 101. DESCRIPTION: SOFTWARE FEES. AMOUNT: 245. DESCRIPTION: BANK FEES. AMOUNT: 549. TOTAL TO FORM 990-EZ, LINE 16: 14,989.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY WOMACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09075184040
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALASKA PTA - AUKE BAY PTA
ReturnHeader/Filer/BusinessNameControlTxt0ALAS
ReturnHeader/Filer/EIN0943228399
ReturnHeader/Filer/PhoneNum09072092697
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 211062
ReturnHeader/Filer/USAddress/CityNm0AUKE BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd0998211062
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0688480DA6AEC8CFA51677FBC0F5F59D93DA4F693
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6026C364687F6AA0299058A38AE546679862DCF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.237.1.74
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0AD
ReturnHeader/FilingSecurityInformation/IPTm011:44:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844022866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL J SCHMITZ CPA LLC
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/ReturnTs02020-07-15T19:15:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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