Civic Intelligence

Sherwood Middle School Parent Support Organization

990EZ • Fiscal year 2016 • EIN 13-4215851

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 30, 2016

Organization Profilewww.sherwoodmiddleschoolpac.com
21970 SW Sherwood BoulevardSherwood, OR 97140

(503) 625-2299

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

4th percentile

-119%

Higher net margin than 4% 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

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$19,343

Down $14,652 (-43%) from 2015

Net Assets

Down

$19,343

Down $14,652 (-43%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin4th percentile

Revenue

Down

$12,313

Down $3,031 (-20%) from 2015

Expenses

Up

$26,965

Up $7,964 (+42%) from 2015

Net Income

Down

-$14,652

Down $10,995 (-301%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

2016

Assets$19,343
Liabilities$0
Net Assets$19,343
Open 2016 Filing

Operations Trend

Revenue Growth24th percentile

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

2016

Revenue$12,313
Expenses$26,965
Net Income-$14,652
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 30, 2016
Return Version
2015v3.0
Gross Receipts
$19,281
Mission and Program Overview

Mission

Curriculum school support relation bld

Program Services

DescriptionGrantsExpenses
Assemblies classroom support curriculum materials and enrichment support$26,047-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terah HaslipTreasurer-$0--
Michelle EttelsteinPresident-$0--
Laurie ThielVP Of Student Store-$0--
Karen CherryVP Of Communications-$0--
Jenifer SnellingSecretary-$0--
Chelsea EtheringtonCo VP Of Student Store-$0--
Pam TishendorfVP Of Admarketing-$0--
Filing and Contact Details

Filer

Filer Name
Sherwood Middle School PAC
EIN
13-4215851
Address
21970 SW Sherwood Boulevard, Sherwood, OR 97140

Signing Officer

Name
Terah Haslip
Title
Treasurer
Phone
5036252299
Signed
2016-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Adams & Stewart CPAs LLC
Address
8565 SW Barbur Boulevard, Portland, OR 97219-4007
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 26,047”

Description of other expenses Part I line 16

“Description AmountPAC Expenses 328Insurance 590”

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 Appendix180 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Terah Haslip
IRS990EZ/BooksInCareOfDetail/PhoneNum05036252299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021970 SW Sherwood Boulevard
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sherwood
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097140
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031995
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017343
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01270
IRS990EZ/CostOfGoodsSoldAmt02722
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14652
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033995
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019343
IRS990EZ/FundraisingGrossIncomeAmt014800
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026047
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0489
IRS990EZ/GrossReceiptsAmt019281
IRS990EZ/GrossSalesOfInventoryAmt03211
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033995
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019343
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033995
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019343
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt64.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Terah Haslip
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michelle Ettelstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Laurie Thiel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Karen Cherry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jenifer Snelling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Chelsea Etherington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Pam Tishendorf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Student Store
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co VP of Student Store
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP of AdMarketing
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherExpensesTotalAmt0918
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Curriculum school support relation bld
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assemblies classroom support curriculum materials and enrichment support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026047
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04246
IRS990EZ/SpecialEventsNetIncomeLossAmt010554
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026965
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt012313
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Public Benef
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.sherwoodmiddleschoolpac.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010723
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt014800
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt013664
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt014682
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt016636
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt018789
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt078571
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt0488
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt03655
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt06180
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt012604
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt08863
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt031790
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73750
IRS990ScheduleA/PublicSupportPY509Pct00.71000
IRS990ScheduleA/PublicSupportTotal509Amt089294
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015189
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014682
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024274
IRS990ScheduleA/Total509Grp/TotalAmt089294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018844
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031683
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033137
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0121084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Assemblies, classroom expenses Grantee Sherwood Middle School Street 21970 SW Sherwood Boulevard City, State, Zip Sherwood, OR 97140Amount 26,047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPAC Expenses 328Insurance 590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearInventory 2,000 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School 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/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Business income not reported on 990-T Part V line 35
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Terah Haslip
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05036252299
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sherwood Middle School PAC
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0134215851
ReturnHeader/Filer/USAddress/AddressLine1Txt021970 SW Sherwood Boulevard
ReturnHeader/Filer/USAddress/CityNm0Sherwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097140
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931160748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adams & Stewart CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08565 SW Barbur Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972194007
ReturnHeader/PreparerPersonGrp/PhoneNum05032459235
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eugene L Stewart
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-30T18:08:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,343
Liabilities
$0
Net assets
$19,343
Revenue
$12,313
Expenses
$26,965
Net income
-$14,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$46.9$0.00$52.7$48.4$4.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.7$42.7$9.46$20.3$10.9
2019Summary only. Only limited summary data is available for this year.$21.4$0.00$22.0$20.9$1.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$0.00$20.3$15.3$17.2$1.91
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.2$0.00$22.2$16.8$14.0$2.88
2016Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$12.3$27.0$14.7
2015Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$15.3$19.0$3.66
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.7$0.00$37.7$19.7$15.5$4.26
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.00$33.4$21.6$25.4$3.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.2$37.2$23.9$19.3$4.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.6$32.6$16.7$15.0$1.66