Civic Intelligence

Lake Grove PTA

990EZ • Fiscal year 2023 • EIN 23-7128195

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

Organization ProfileLAKEGROVEPTA.ORG
15777 SW Boones Ferry RoadLake Oswego, OR 97035

(503) 534-2357

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

59th percentile

8.4%

Higher net margin than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

56th percentile

4.4%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

40%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$143,386

Up $6,108 (+4.4%) from 2022

Net Assets

Up

$143,386

Up $6,108 (+4.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin59th percentile

Revenue

Up

$72,744

Up $20,795 (+40%) from 2022

Expenses

Up

$66,636

Up $18,185 (+38%) from 2022

Net Income

Up

$6,108

Up $2,610 (+75%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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 2023: $143,386Liabilities 2023: $0Net Assets 2023: $143,3862023Assets 2025: $85,906Liabilities 2025: $0Net Assets 2025: $85,9062025

Highlighted filing

2023

Assets$143,386
Liabilities$0
Net Assets$143,386
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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 2023: $72,744Expenses 2023: $66,636Net Income 2023: $6,1082023Revenue 2025: $68,379Expenses 2025: $95,564Net Income 2025: -$27,1852025

Highlighted filing

2023

Revenue$72,744
Expenses$66,636
Net Income$6,108
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v5.0
Gross Receipts
$122,382
Mission and Program Overview

Mission

Enhancement of academic programs

Program Services

DescriptionGrantsExpenses
PROVIDING ENRICHMENT TO CLASS CURRICULUM. THIS INCLUDES DRAMA CLUB, ART LITERACY, SCIENCE FAIR AND CLASS SPECIFIC ENRICHMENT FOR EACH GRADE LEVEL-$25,624
OTHER PROGRAMS INCLUDING 5TH GRADE CELEBRATION, CLASS PARTIES, STAFF APPRECIATION, CLUBS AND GARDEN-$22,116
TEACHER DISCRETIONARY FUNDS-$15,350
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYL SHARKEYPresident-$0--
LENA ELBAKSHISHTreasurer-$0--
KASSIDEE HARRISONSecretary-$0--
NICOLE IMATANIBoard Member-$0--
ALICIA GASPARBoard Member-$0--
ERIN QUANDTBoard Member-$0--
SARAH MEHRABZADEHBoard Member-$0--
JESSICA MACGREGORBoard Member-$0--
BRYNN BACONBoard Member-$0--
EMILY BACCHETTIBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cougar Day$78,128$16,622$29,268$-12,646
Rewards$2,819$2,819-$2,819
Total Events$80,947$19,441$29,268$-9,827
Filing and Contact Details

Filer

Filer Name
Lake Grove Pta
EIN
23-7128195
Address
15777 SW BOONES FERRY ROAD, LAKE OSWEGO, OR 97035

Signing Officer

Name
Lena Elbakshish
Title
Treasurer
Phone
5035342357
Signed
2024-04-30
Discuss with paid preparer
No

Preparer

Firm
Shari Anderson CPA
Address
14846 S Brunner Rd, Oregon City, OR 97045
Preparer
Theodore A Anderson
Phone
5036559964
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmiscellaneous revenue 476”

Description of other expenses Part I line 16

“Description amountadministrative 601software 459printing 55insurance 235accounting and filings 504dues 1,637other 55program services 63,090”

Raw XML Appendix229 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS REVENUE 476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADMINISTRATIVE 601SOFTWARE 459PRINTING 55INSURANCE 235ACCOUNTING AND FILINGS 504DUES 1,637OTHER 55PROGRAM SERVICES 63,090
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE GROVE PTA
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0237128195
ReturnHeader/Filer/USAddress/AddressLine1Txt015777 SW BOONES FERRY ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE OSWEGO
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931226620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shari Anderson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014846 S Brunner Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oregon City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097045
ReturnHeader/PreparerPersonGrp/PhoneNum05036559964
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Theodore A Anderson
ReturnHeader/ReturnTs02024-05-08T12:45:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LENA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELBAKSHISH
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,386
Liabilities
$0
Net assets
$143,386
Revenue
$72,744
Expenses
$66,636
Net income
$6,108
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
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.73$0.67$0.06
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