Civic Intelligence

Duniway Elementary PTA

990EZ • Fiscal year 2014 • EIN 23-7128182

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 09, 2015

Organization ProfileN/A
7700 SE Reed College Place97202

(503) 916-6343

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

18th percentile

-16%

Higher net margin than 18% 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

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,360

Down $8,920 (-19%) from 2013

Net Assets

Down

$38,360

Down $8,920 (-19%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Up

$55,814

Up $11,638 (+26%) from 2013

Expenses

Down

$64,734

Down $2,912 (-4.3%) from 2013

Net Income

Up

-$8,920

Up $14,550 (+62%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $53,148Net Assets 2011: $53,1482011Assets 2012: $70,750Net Assets 2012: $70,7502012Assets 2013: $47,280Net Assets 2013: $47,2802013Assets 2014: $38,360Net Assets 2014: $38,3602014Assets 2015: $57,351Net Assets 2015: $57,3512015Assets 2016: $64,118Net Assets 2016: $64,1182016Assets 2017: $90,487Net Assets 2017: $90,4872017Assets 2018: $115,086Net Assets 2018: $115,0862018Assets 2019: $110,659Net Assets 2019: $110,6592019Assets 2020: $97,381Net Assets 2020: $97,3812020Assets 2021: $103,835Net Assets 2021: $103,8352021Assets 2022: $108,180Net Assets 2022: $108,1802022Assets 2023: $115,421Net Assets 2023: $115,4212023Assets 2024: $108,483Net Assets 2024: $108,4832024

Highlighted filing

2014

Assets$38,360
Liabilities-
Net Assets$38,360
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $49,494Expenses 2011: $50,377Net Income 2011: -$8832011Revenue 2012: $53,694Expenses 2012: $36,092Net Income 2012: $17,6022012Revenue 2013: $44,176Expenses 2013: $67,646Net Income 2013: -$23,4702013Revenue 2014: $55,814Expenses 2014: $64,734Net Income 2014: -$8,9202014Revenue 2015: $77,298Expenses 2015: $58,307Net Income 2015: $18,9912015Revenue 2016: $75,093Expenses 2016: $68,326Net Income 2016: $6,7672016Revenue 2017: $93,610Expenses 2017: $67,241Net Income 2017: $26,3692017Revenue 2018: $103,071Expenses 2018: $78,472Net Income 2018: $24,5992018Revenue 2019: $113,952Expenses 2019: $118,379Net Income 2019: -$4,4272019Revenue 2020: $79,622Expenses 2020: $92,900Net Income 2020: -$13,2782020Revenue 2021: $23,360Expenses 2021: $16,906Net Income 2021: $6,4542021Revenue 2022: $69,494Expenses 2022: $65,149Net Income 2022: $4,3452022Revenue 2023: $85,640Expenses 2023: $78,399Net Income 2023: $7,2412023Revenue 2024: $84,152Expenses 2024: $91,090Net Income 2024: -$6,9382024

Highlighted filing

2014

Revenue$55,814
Expenses$64,734
Net Income-$8,920
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Gross Receipts
$79,895
Mission and Program Overview

Mission

Support education and build community at duniway elementary school.

Program Services

DescriptionGrantsExpenses
Enrich the educational opportunities provided by Duniway Elementary School through the purchase of books and supplies, community building events and field trips.$56,295-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah KafouryCo-President-$0--
Nikki MetcalfCo-Treasurer-$0--
Melanie ChadderdonCo-Vice Pres-$0--
Laura CoreCo-Vice Pres-$0--
Sally BrauckmillerCo-Treasurer-$0--
Sharon LeckeySecretary-$0--
Kathleen TaylorCo-President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$22,839$22,839$3,107$19,732
Event 2$21,770$21,770$150$21,620
Total Events$65,600$65,600$20,775$44,825
Filing and Contact Details

Filer

EIN
23-7128182
Phone
5039166343

Signing Officer

Name
Rosemary Breger
Title
President
Signed
2015-02-09
Discuss with paid preparer
Yes

Preparer

Preparer
Richard Winkel
Phone
5033326750
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Duniway Educational Foundation | Donee's Address: 7700 SE Reed College Place Portland, OR 97202 | Cash Amount Given: $5200”

Other Expenses.1

“Capital projects $22478”

Other Expenses.2

“Classroom support $16506”

Other Expenses.3

“Cultural arts $8009”

Other Expenses.4

“Applied arts $7411”

Other Expenses.5

“PTA Admin expenses $3238”

Other Expenses.6

“Community activities $1892”

Raw XML Appendix163 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/PersonNm0Julie Rudin
IRS990EZ/BooksInCareOfDetail/PhoneNum05039166343
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine107700 SE Reed College Place
IRS990EZ/BooksInCareOfDetail/USAddress/City0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0972028499
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047280
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038360
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010082
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8920
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047280
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038360
IRS990EZ/FundraisingGrossIncomeAmt069780
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05200
IRS990EZ/GrossReceiptsAmt079895
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt033
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047280
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038360
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047280
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Deborah Kafoury
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nikki Metcalf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melanie Chadderdon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Core
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sally Brauckmiller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sharon Leckey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kathleen Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Co-President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059534
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support education and build community at Duniway Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enrich the educational opportunities provided by Duniway Elementary School through the purchase of books and supplies, community building events and field trips.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt056295
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024081
IRS990EZ/SpecialEventsNetIncomeLossAmt045699
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064734
IRS990EZ/TotalProgramServiceExpensesAmt056295
IRS990EZ/TotalRevenueAmt055814
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936000830
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Duniway Elementary School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020991
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt065600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022839
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020991
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065600
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Home Tour/Boutique
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Cultural Arts Fund Run
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044825
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017518
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020775
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03107
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0150
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Duniway Educational Foundation | Donee's Address: 7700 SE Reed College Place Portland, OR 97202 | Cash Amount Given: $5200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Capital projects $22478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Classroom support $16506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Cultural arts $8009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Applied arts $7411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Admin expenses $3238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Community activities $1892
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rosemary Breger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10Duniway Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0DUNI
ReturnHeader/Filer/EIN0237128182
ReturnHeader/Filer/PhoneNum05039166343
ReturnHeader/Filer/USAddress/AddressLine107700 SE Reed College Place
ReturnHeader/Filer/USAddress/City0Portland
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Richard Winkel CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 91637
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097291
ReturnHeader/PreparerPersonGrp/PhoneNum05033326750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Winkel
ReturnHeader/ReturnTs02015-02-09T15:41:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,360
Liabilities
-
Net assets
$38,360
Revenue
$55,814
Expenses
$64,734
Net income
-$8,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$1.08$0.84$0.91$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$1.15$0.86$0.78$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$1.08$0.69$0.65$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$1.04$0.23$0.17$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.97$0.80$0.93$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.11$1.14$1.18$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.15$1.15$1.03$0.78$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.90$0.94$0.67$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.75$0.68$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.77$0.58$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.56$0.65$0.09
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$0.44$0.68$0.23
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$0.54$0.36$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.53$0.49$0.50$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits