Civic Intelligence

Sherwood Middle School Parent Support Organization

990EZ • Fiscal year 2014 • EIN 13-4215851

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

21970 SW Sherwood Boulevard97140

(503) 625-2299

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

78th percentile

22%

Higher net margin than 78% 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

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

34th percentile

-8.5%

Faster revenue growth than 34% of similar nonprofits.

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

Assets

Up

$37,728

Up $4,333 (+13%) from 2013

Net Assets

Up

$37,728

Up $4,333 (+13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$19,743

Down $1,836 (-8.5%) from 2013

Expenses

Down

$15,486

Down $9,922 (-39%) from 2013

Net Income

Up

$4,257

Up $8,086 (+211%) 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: $32,622Net Assets 2011: $32,6222011Assets 2012: $37,224Net Assets 2012: $37,2242012Assets 2013: $33,395Liabilities 2013: $0Net Assets 2013: $33,3952013Assets 2014: $37,728Liabilities 2014: $0Net Assets 2014: $37,7282014Assets 2015: $33,995Liabilities 2015: $0Net Assets 2015: $33,9952015Assets 2016: $19,343Liabilities 2016: $0Net Assets 2016: $19,3432016Assets 2017: $22,225Liabilities 2017: $0Net Assets 2017: $22,2252017Assets 2018: $20,315Liabilities 2018: $0Net Assets 2018: $20,3152018Assets 2019: $21,398Liabilities 2019: $02019Assets 2022: $42,665Net Assets 2022: $42,6652022Assets 2023: $46,933Liabilities 2023: $02023

Highlighted filing

2014

Assets$37,728
Liabilities$0
Net Assets$37,728

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $16,664Expenses 2011: $15,001Net Income 2011: $1,6632011Revenue 2012: $23,900Expenses 2012: $19,298Net Income 2012: $4,6022012Revenue 2013: $21,579Expenses 2013: $25,408Net Income 2013: -$3,8292013Revenue 2014: $19,743Expenses 2014: $15,486Net Income 2014: $4,2572014Revenue 2015: $15,344Expenses 2015: $19,001Net Income 2015: -$3,6572015Revenue 2016: $12,313Expenses 2016: $26,965Net Income 2016: -$14,6522016Revenue 2017: $16,834Expenses 2017: $13,952Net Income 2017: $2,8822017Revenue 2018: $15,282Expenses 2018: $17,192Net Income 2018: -$1,9102018Revenue 2019: $21,957Expenses 2019: $20,874Net Income 2019: $1,0832019Revenue 2022: $9,458Expenses 2022: $20,323Net Income 2022: -$10,8652022Revenue 2023: $52,657Expenses 2023: $48,389Net Income 2023: $4,2682023

Highlighted filing

2014

Revenue$19,743
Expenses$15,486
Net Income$4,257
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$32,416
Mission and Program Overview

Mission

Curriculum school support relation bld

Program Services

DescriptionGrantsExpenses
Assemblies classroom support curriculum materials and enrichment support--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy CarlTreasurer-$0--
Suzanne GilmerPresident-$0--
Michelle EttelsteinCo-President-$0--
Laurie ThielVP Of Student Store-$0--
Maia AgranoffVP Of Communications-$0--
Cindy FrancoisSecretary-$0--
Chelsea EtheringtonCo VP Of Student Store-$0--
Cindy AggsonCo VP Of Hospitality-$0--
Cara StambackCo VP Of Hospitality-$0--
Tera SandsCo VP Of Hospitality-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$11,860$11,860$4,119$7,741
Event 2$398$398-$398
Total Events$12,258$12,258$4,119$8,139
Filing and Contact Details

Filer

EIN
13-4215851

Signing Officer

Name
Nancy Carl
Title
Treasurer
Phone
5036252299
Signed
2014-11-11
Discuss with paid preparer
Yes

Preparer

Preparer
Eugene L Stewart
Phone
5032459235
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Assemblies, classroom expenses Grantee Sherwood Middle School Street 21970 SW Sherwood Boulevard City, State, Zip Sherwood, OR 97140Amount 11,561

Description of other expenses Part I line 16

Description AmountOregon Dept Justice-Filing Fee 10Hospitality 294Insurance 530PAC Expenses 104Staff Appreciation 1,070Year-End Luncheon 1,1158th Grade Promotion Dance 577

Other changes in net assets or fund balances Part I line 20

Description AmountPrior Period Adjustment 76

Description of other assets Part II line 24

Category Beginning of Year End of YearInventory 2,000 2,000

Business income not reported on 990-T Part V line 35

School store is run by school volunteers and is for students only.

Raw XML Appendix213 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/City0Sherwood
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097140
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031395
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nancy Carl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Suzanne Gilmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michelle Ettelstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laurie Thiel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Maia Agranoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cindy Francois
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Chelsea Etherington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Cindy Aggson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Cara Stamback
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Tera Sands
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Student Store
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Co VP of Student Store
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Co VP of Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Co VP of Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Co VP of Hospitality
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherChangesInNetAssetsAmt076
IRS990EZ/OtherExpensesTotalAmt03700
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Curriculum school support relation bld
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assemblies classroom support curriculum materials and enrichment support
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04119
IRS990EZ/SpecialEventsNetIncomeLossAmt013563
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015486
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt019743
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Public Benef
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.sherwoodmiddleschoolpac
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01308
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011887
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt017682
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt016636
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt018789
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt012873
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt086141
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt06180
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt012604
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt08863
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt07861
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt011873
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt047381
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67420
IRS990ScheduleA/PublicSupportPY509Pct00.72370
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017682
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022812
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IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Escrip
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04119
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Assemblies, classroom expenses Grantee Sherwood Middle School Street 21970 SW Sherwood Boulevard City, State, Zip Sherwood, OR 97140Amount 11,561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOregon Dept Justice-Filing Fee 10Hospitality 294Insurance 530PAC Expenses 104Staff Appreciation 1,070Year-End Luncheon 1,1158th Grade Promotion Dance 577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPrior Period Adjustment 76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearInventory 2,000 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School store is run by school volunteers and is for students only.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Business income not reported on 990-T Part V line 35
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy Carl
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05036252299
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10Sherwood Middle School PAC
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0134215851
ReturnHeader/Filer/USAddress/AddressLine1021970 SW Sherwood Boulevard
ReturnHeader/Filer/USAddress/City0Sherwood
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931160748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Adams & Stewart CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108565 SW Barbur Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0972194007
ReturnHeader/PreparerPersonGrp/PhoneNum05032459235
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eugene L Stewart
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-11T17:15:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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