Civic Intelligence

Bellview PTO

EIN 01-0921220 • 501(c)3 • Ashland, OR

RevokedPub. 78 Eligible990-N Coverage

Profile

Revocation date: Jan 15, 2020

1070 Tolman Creek RdAshland, OR 97520
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

32nd percentile

-8.6%

Higher net margin than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

42nd percentile

-8.3%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

55th percentile

1.2%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$23,414

Down $2,133 (-8.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Down

$23,414

Down $2,133 (-8.3%) from 2011

Operations
Liabilities / Revenue62nd percentileNet Margin32nd percentile

Revenue

Up

$24,709

Up $295 (+1.2%) from 2011

Expenses

Up

$26,842

Up $1,270 (+5.0%) from 2011

Net Income

Down

-$2,133

Down $975 (-84%) from 2011

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2010: $26,705Liabilities 2010: $0Net Assets 2010: $26,7052010Assets 2011: $25,547Liabilities 2011: $0Net Assets 2011: $25,5472011Assets 2012: $23,414Liabilities 2012: $0Net Assets 2012: $23,4142012

Highlighted filing

2012

Assets$23,414
Liabilities$0
Net Assets$23,414
Open 2012 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2010: $29,825Expenses 2010: $22,857Net Income 2010: $6,9682010Revenue 2011: $24,414Expenses 2011: $25,572Net Income 2011: -$1,1582011Revenue 2012: $24,709Expenses 2012: $26,842Net Income 2012: -$2,1332012

Highlighted filing

2012

Revenue$24,709
Expenses$26,842
Net Income-$2,133
Open 2012 Filing

Filings

Most recent year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,414
Liabilities
$0
Net assets
$23,414
Revenue
$24,709
Expenses
$26,842
Net income
-$2,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$0.00$23.4$24.7$26.8$2.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$0.00$25.5$24.4$25.6$1.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$0.00$26.7$29.8$22.9$6.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Nov 4, 2012
Return Version
2011v1.2
Filing and Contact Details

Filer

EIN
01-0921220
Raw XML Appendix204 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/BenefitsPaidToOrForMembers00
IRS990EZ/CashSavingsAndInvestments/BOY016413
IRS990EZ/CashSavingsAndInvestments/EOY015659
IRS990EZ/ContributionsGiftsGrantsEtc012008
IRS990EZ/CostOfGoodsSold05337
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear00
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-2133
IRS990EZ/FeesAndOthPymtToIndContractors02800
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/FundraisingGrossIncome024140
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GamingGrossIncome0365
IRS990EZ/GrantsAndSimilarAmountsPaid00
IRS990EZ/GroProfitLossSalesOfInventory0131
IRS990EZ/GrossAmountFromSaleOfAssets00
IRS990EZ/GrossReceipts041981
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/GrossSalesOfInventory05468
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InvestmentIncome00
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MembershipDues00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY025547
IRS990EZ/NetAssetsOrFundBalancesBOY025547
IRS990EZ/NetAssetsOrFundBalances/EOY023414
IRS990EZ/NetAssetsOrFundBalancesEOY023414
IRS990EZ/OccupancyRentUtilitiesAndMaint00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine101070 Tolman Creek Rd
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine111070 Tolman Creek Rd
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine121070 Tolman Creek Rd
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Ashland
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Ashland
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2Ashland
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode097520
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode197520
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode297520
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition025
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition120
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition225
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Serena Robinson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Ona Williams
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Valerie Stein-Retiz Kim Hosford
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CO President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1CO President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY09134
IRS990EZ/OtherAssetsTotal/EOY07755
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal024042
IRS990EZ/OtherRevenueTotal00
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Support the students, faculty and staff of Bellview Elementary School.
IRS990EZ/PrintingPublicationsPostage00
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Provided equiptment to the computer lab.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Supplied each teacher with 250.00 to support class activities, such as field trips.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2Funded Accelerated Reader program for each classroom and IXL Math program
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3Provided Holiday Boxes and distributed food, clothing and fuel to families in need through the Sunshine Fund.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom4Provided informative assemblies.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom5Art Night hosted a display of over three hundred student's artwork
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom6Sponsored family involvement nights.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom7Funded Battle of the Books which is a statewide reading competition for 3-5 graders.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom8Donated funds to the 5th grade graduation ceremony and donated money to families in need through our Sunshine fund.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations20
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations30
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations40
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations50
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations60
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations70
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations80
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses010255
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses14176
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses23855
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses31586
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses4200
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses5349
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses6295
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses7665
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses8242
IRS990EZ/ProgramServiceRevenue00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SalariesOtherCompEmplBenefits00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses011935
IRS990EZ/SpecialEventsNetIncomeLoss012570
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OR
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101070 Tolman Creek Rd
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Ashland
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode097520
IRS990EZ/TheBooksAreInCareOf/NamePerson0Valerie Stein-Retiz
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05414821310
IRS990EZ/TotalAssets/BOY025547
IRS990EZ/TotalAssets/EOY023414
IRS990EZ/TotalExpenses026842
IRS990EZ/TotalProgramServiceExpenses021623
IRS990EZ/TotalRevenue024709
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0www.bellviewpto.org
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts024042
IRS990ScheduleA/SupportedOrgInformation/Amount024042
IRS990ScheduleA/SupportedOrgInformation/EIN0936000507
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10Ashland Oregon School District
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0Public School
IRS990ScheduleA/SupportingOrg509a3Type20X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleG/EventsInformation/CashPrizesEvent10147
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents0147
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent100
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal00
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents01309
IRS990ScheduleG/EventsInformation/EntertainmentEvent100
IRS990ScheduleG/EventsInformation/EntertainmentOtherEvents00
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents00
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent10415
IRS990ScheduleG/EventsInformation/FoodAndBeverageOtherEvents00
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents0415
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1011776
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal011776
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1011776
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents011776
IRS990ScheduleG/EventsInformation/NameOfEvent10Benefit Auction
IRS990ScheduleG/EventsInformation/NetIncomeSummary010467
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent100
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents00
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent10747
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents0747
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent100
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents00
IRS990ScheduleO/GeneralExplanation/Explanation0Expenses includes recognition costs for teachers, students, support of events such as talent show and purchases of equipment for computer lab and playground.
IRS990ScheduleO/GeneralExplanation/Explanation1Inventory items are Scrip (gift card fundraiser) and spirit wear
IRS990ScheduleO/GeneralExplanation/Identifier0F99Z_P01_S00_L16
IRS990ScheduleO/GeneralExplanation/Identifier1F99Z_P02_S00_L24
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part II, Line 24
ReasonableCauseExplanation/Explanation0Previous PTO treasurer Valerie Stein-Retiz completed 990EZ for 2011 on November 6, 2012. It was submitted electronically using the PTO email address. In the transition of officers in 2012, no one was monitoring the PTO rocketmail email account. Therefore, no PTO officer saw that the return had been rejected for a submission error. The new 2013/14 PTO officers believed all required tax forms had been received by the IRS. The previous treasurer and the new Treasurer, Carolyn Moeglein, have worked together to review and submit this corrected 990EZ for the 2011/12 year. We are very sorry this was not noticed sooner so that it could be corrected in a timely manner. We will work hard to ensure that this doesn't happen again.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0010921220
ReturnHeader/Filer/Name/BusinessNameLine10BELLVIEW PTO
ReturnHeader/Filer/NameControl0BELL
ReturnHeader/Filer/Phone05414821310
ReturnHeader/Filer/USAddress/AddressLine101070 Tolman Creek Rd
ReturnHeader/Filer/USAddress/City0Ashland
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097520
ReturnHeader/Officer/DateSigned02012-11-04
ReturnHeader/Officer/Name0Valerie Stein-Retiz
ReturnHeader/Officer/Phone05414821310
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-12-10T22:19:53-07:00

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