Civic Intelligence

Lake Grove PTA

990EZ • Fiscal year 2013 • EIN 23-7128195

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 26, 2013

Organization ProfileLAKEGROVEPTA.ORG
15777 SW Boones Ferry Road97035
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.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

$135,107

No earlier filing loaded for comparison.

Net Assets

$135,107

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin82nd percentile

Revenue

$85,411

No earlier filing loaded for comparison.

Expenses

$62,866

No earlier filing loaded for comparison.

Net Income

$22,545

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2013: $135,107Liabilities 2013: $0Net Assets 2013: $135,1072013Assets 2014: $133,537Liabilities 2014: $0Net Assets 2014: $133,5372014Assets 2015: $149,917Liabilities 2015: $0Net Assets 2015: $149,9172015Assets 2016: $80,400Liabilities 2016: $0Net Assets 2016: $80,4002016Assets 2017: $115,097Liabilities 2017: $0Net Assets 2017: $115,0972017Assets 2018: $134,881Liabilities 2018: $0Net Assets 2018: $134,8812018Assets 2019: $157,266Liabilities 2019: $0Net Assets 2019: $157,2662019Assets 2020: $162,880Liabilities 2020: $0Net Assets 2020: $162,8802020Assets 2021: $133,480Liabilities 2021: $0Net Assets 2021: $133,4802021Assets 2022: $137,278Liabilities 2022: $0Net Assets 2022: $137,2782022Assets 2025: $85,906Liabilities 2025: $0Net Assets 2025: $85,9062025

Highlighted filing

2013

Assets$135,107
Liabilities$0
Net Assets$135,107
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2013: $85,411Expenses 2013: $62,866Net Income 2013: $22,5452013Revenue 2014: $85,751Expenses 2014: $87,321Net Income 2014: -$1,5702014Revenue 2015: $106,375Expenses 2015: $89,995Net Income 2015: $16,3802015Revenue 2016: $95,145Expenses 2016: $164,662Net Income 2016: -$69,5172016Revenue 2017: $119,341Expenses 2017: $84,644Net Income 2017: $34,6972017Revenue 2018: $156,533Expenses 2018: $136,749Net Income 2018: $19,7842018Revenue 2019: $92,586Expenses 2019: $70,201Net Income 2019: $22,3852019Revenue 2020: $78,411Expenses 2020: $72,797Net Income 2020: $5,6142020Revenue 2021: $5,088Expenses 2021: $34,488Net Income 2021: -$29,4002021Revenue 2022: $51,949Expenses 2022: $48,451Net Income 2022: $3,4982022Revenue 2025: $68,379Expenses 2025: $95,564Net Income 2025: -$27,1852025

Highlighted filing

2013

Revenue$85,411
Expenses$62,866
Net Income$22,545
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 26, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Enhancement of academic programs

Filing and Contact Details

Filer

EIN
23-7128195
Raw XML Appendix208 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0112562
IRS990EZ/CashSavingsAndInvestments/EOY0135107
IRS990EZ/ContributionsGiftsGrantsEtc01506
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear022545
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome089685
IRS990EZ/GrossReceipts0106427
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome0258
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues05332
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0112562
IRS990EZ/NetAssetsOrFundBalancesBOY0112562
IRS990EZ/NetAssetsOrFundBalances/EOY0135107
IRS990EZ/NetAssetsOrFundBalancesEOY0135107
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition110.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition210.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition310.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition410.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition510.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition610.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition710.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0WHITNEY WOOLF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1KELLY LOONEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2KATE FIRMIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3SYNDE DOAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JENN NIMMOOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5BONNIE RIZZUTI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6BRENDA DASCOMB
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7JENNIFER TURLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VP ENRICHMENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7SECRETARY
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherExpensesTotal062866
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0ENHANCEMENT OF ACADEMIC PROGRAMS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDE CURRICULUM MATERIALS TO ALL GRADE LEVELS AT LAKE GROVE ELEMENTARY SCHOOL PROVIDE ESSENTIAL LEARNING MATERIALS TO LIBRARY BENEFITING ALL STUDENTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1ARTS AND SCIENCE ENRICHMENT PROVIDE CULTURAL AND SCIENTIFIC OPPORTUNITIES TO STUDENTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2PROVIDE SCHOOL SPIRIT ACTIVITIES TO PROMOTE SPIRIT AND PRIDE IN THE SCHOOL
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3Other program services
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses034968
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses113546
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses27531
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses31718
IRS990EZ/ProgramServiceRevenue09646
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SpecialEventsDirectExpenses021016
IRS990EZ/SpecialEventsNetIncomeLoss068669
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OR
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1015777 SW BOONES FERRY ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0LAKE OSWEGO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode097035
IRS990EZ/TheBooksAreInCareOf/NamePerson0BONNIE RIZZUTI
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05035342357
IRS990EZ/TotalAssets/BOY0112562
IRS990EZ/TotalAssets/EOY0135107
IRS990EZ/TotalExpenses062866
IRS990EZ/TotalProgramServiceExpenses057763
IRS990EZ/TotalRevenue085411
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0HTTPLAKEGROVEPTAORG
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear06838
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year04805
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years05643
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years022070
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years07478
IRS990ScheduleA/GiftsGrantsContribReceived509/Total046834
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0258
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0439
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years01048
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years01324
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years01745
IRS990ScheduleA/GrossInvestmentIncome509/Total04814
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear099331
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year0150949
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years097954
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years0140694
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years0106237
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0595165
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0258
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0439
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years01048
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years01324
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years01745
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total04814
IRS990ScheduleA/InvestmentIncomePercentage00.00740
IRS990ScheduleA/PriorYearSupportPercentage00.99150
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00850
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99260
IRS990ScheduleA/PublicSupportTotal5090641999
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0106169
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0155754
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0103597
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0162764
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0113715
IRS990ScheduleA/Total509/Total0641999
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0106427
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0156193
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0104645
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0164088
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0115460
IRS990ScheduleA/TotalSupportTotal/Total0646813
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1055302
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2019900
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents014483
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal089685
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1055302
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2019900
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents014483
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents089685
IRS990ScheduleG/EventsInformation/NameOfEvent10WALKATHON
IRS990ScheduleG/EventsInformation/NameOfEvent20FALL FUND
IRS990ScheduleG/EventsInformation/NetIncomeSummary089685
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents04
IRS990ScheduleO/GeneralExplanation/Explanation0Description Amount ADMINISTRATION - PTA OPERATING 5,111 ENRICHMENT - SCHOOL WIDE SUPPORT 13,546 CURRICULUM ENRICHMENT - CLASSROOM 34,968 SERVICE SCHOOL EXPENSES 1,718 SCHOOL SPIRIT-CELEBRATIONS YEARBOOK 7,523
IRS990ScheduleO/GeneralExplanation/Explanation1THE PTA PROVIDES SUPPORT TO THE SCHOOL BUY PROVIDING WELCOME PACKETS AND SCHOOL DIRECTORIES AND OTHER SCHOOL BEAUTIFICATION PROJECTS
IRS990ScheduleO/GeneralExplanation/Identifier0O01
IRS990ScheduleO/GeneralExplanation/Identifier1O02
IRS990ScheduleO/GeneralExplanation/ReturnReference0Description of other expenses Part I line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other program services Part III line 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0237128195
ReturnHeader/Filer/Name/BusinessNameLine10LAKE GROVE PTA
ReturnHeader/Filer/NameControl0LAKE
ReturnHeader/Filer/USAddress/AddressLine1015777 SW BOONES FERRY ROAD
ReturnHeader/Filer/USAddress/City0LAKE OSWEGO
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097035
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-26
ReturnHeader/Officer/Name0BONNIE RIZZUTI
ReturnHeader/Officer/Phone05035342357
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-01-11
ReturnHeader/PreparerFirm/EIN0931226620
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Shari Anderson CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1014846 S Brunner RD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Oregon City
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097045
ReturnHeader/Preparer/Name0Shari Anderson CPA
ReturnHeader/Preparer/Phone05036559964
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-11T11:47:48-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$135,107
Liabilities
$0
Net assets
$135,107
Revenue
$85,411
Expenses
$62,866
Net income
$22,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.68$0.96$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.52$0.48$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.05$0.34$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.78$0.73$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.93$0.70$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$1.57$1.37$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.19$0.85$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.95$1.65$0.70
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.06$0.90$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.86$0.87$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.85$0.63$0.23