Nonprofit · EIN 91-1080902
PHANTOM LAKE PTA
Tax-exempt · BELLEVUE, WA 98008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $57,007 | $47,851 | $9,156 | $96,162 | $0 | $96,162 |
| June 30, 2024 | 990-EZ | $47,388 | $40,640 | $6,748 | $87,006 | $0 | $87,006 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,810
- Membership dues
- $831
- Program service revenue
- $1,567
- Investment income
- $8
- Net income from fundraising events
- $34,264
- Net income from sales of inventory
- $784
- Other revenue
- $743
Expenses
- Grants and similar amounts paid
- $44,823
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $3,028
- Program services (functional)
- $54,245
Balance sheet and other
- Total assets, start of year
- $87,006
- Total assets, end of year
- $96,162
- Total liabilities, end of year
- $0
- Net assets, end of year
- $96,162
- Cash, savings and investments
- $96,162
- Gross receipts
- $70,707
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ngoc Tran | PTA President | 20 | $0 |
| Erika Navara | PTA Co-Treasurer (7/2024-11/2024) | 10 | $0 |
| Wendy Rasmussen | PTA Co-Treasurer | 10 | $0 |
| Lauren Houchin | PTA Secretary | 10 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carrie Lascano | PTA President (7/2023-2/2024) | 10 | $0 |
| Ngoc Tran | PTA Co-President (2/2024-6/2024) | 10 | $0 |
| Margaret Stork van Swelm | PTA Co-Treasurer (7/2023-2/2024) | 5 | $0 |
| Brett van Swelm | PTA Co-Treasurer (7/2023-2/2024) | 5 | $0 |
| Erika Navara | PTA Co-Treasurer (2/2024-6/2024) | 5 | $0 |
| Wendy Rasmussen | PTA Co-Treasurer (2/2024-6/2024) | 5 | $0 |
| Lauren Houchin | PTA Secretary | 5 | $0 |
| Kaili Baker | PTA Co-President (2/2024-6/2024) | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1050 160TH AVE SE, BELLEVUE, WA 98008-5030
- In care of
- % JENNIFER YIN CHIA ITTNER
- Mailing address (990-N for 2013)
- 1050 160th Ave SE, Bellevue WA 98008
- Principal officer (990-N for 2013)
- Jennifer Chia Ittner, 1050 160th Ave SE, Bellevue WA 98008
- Signed the 990-EZ
- Rebecca Shock, PTA Treasurer
- Phone
- (425) 456-5600
- Website
- www.phantomlakepta.org
Mission
To support the education, health, and welfare of all children and youth.
Program accomplishments
- Student Support / Enrichment / Education All students (400) benefited from the school resources, healthy kids program, and reflections program.Expenses $38,573
- Parent Involvement / Education All families attended family activities and family nights.Expenses $12,119
- Community / Volunteer Involvement & Recognition / Staff AppreciationExpenses $3,553
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 91-1080902
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $96,162
- Income (IRS master file)
- $70,707
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $57,007 | $47,851 | $96,162 | XML |
| 990-EZ | June 2024 | $47,388 | $40,640 | $87,006 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2013 Officer: Jennifer Chia Ittner | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1080902).
Questions about PHANTOM LAKE PTA
- What is the EIN of PHANTOM LAKE PTA?
- The employer identification number (EIN) of PHANTOM LAKE PTA is 91-1080902.
- Is PHANTOM LAKE PTA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to PHANTOM LAKE PTA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHANTOM LAKE PTA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHANTOM LAKE PTA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHANTOM LAKE PTA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of PHANTOM LAKE PTA?
- The 990-N for 2013 names Jennifer Chia Ittner.
- Who are the officers and directors of PHANTOM LAKE PTA?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PHANTOM LAKE PTA have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $57,007, expenses of $47,851 and total assets of $96,162 at year end.
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