Civic Intelligence

Oregon Trail Elementary PTO Inc.

990EZ • Fiscal year 2017 • EIN 26-0567618

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 19, 2017

13895 SE 152nd DrClackamas, OR 97015

(503) 860-2830

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.2%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Assets

Down

$48,585

Down $3,299 (-6.4%) from 2014

Net Assets

Down

$48,585

Down $3,050 (-5.9%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$31,133

Down $94 (-0.3%) from 2014

Expenses

Up

$35,401

Up $21,061 (+147%) from 2014

Net Income

Down

-$4,268

Down $21,155 (-125%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $51,884Liabilities 2014: $0Net Assets 2014: $51,6352014Assets 2017: $48,585Net Assets 2017: $48,5852017Assets 2019: $47,749Net Assets 2019: $47,7492019Assets 2020: $66,503Net Assets 2020: $66,5032020Assets 2022: $78,031Net Assets 2022: $78,0312022Assets 2025: $118,910Net Assets 2025: $118,9102025

Highlighted filing

2017

Assets$48,585
Liabilities-
Net Assets$48,585

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $31,227Expenses 2014: $14,340Net Income 2014: $16,8872014Revenue 2017: $31,133Expenses 2017: $35,401Net Income 2017: -$4,2682017Revenue 2019: $43,650Expenses 2019: $43,801Net Income 2019: -$1512019Revenue 2020: $39,799Expenses 2020: $21,045Net Income 2020: $18,7542020Revenue 2022: $62,582Expenses 2022: $36,427Net Income 2022: $26,1552022Revenue 2025: $70,486Expenses 2025: $64,178Net Income 2025: $6,3082025

Highlighted filing

2017

Revenue$31,133
Expenses$35,401
Net Income-$4,268
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 19, 2017
Return Version
2016v3.0
Gross Receipts
$44,448
Mission and Program Overview

Mission

It is the mission of the oregon trail elementary wildcat pto to: promote the welfare of children of oregon trail elementary in their home, school and community bring home and school into a closer relationship so that the parents and staff may cooperate in ensuring success for each student afford opportunities for building a stronger community within the school advocate for the success of students by helping families keep informed of local district objectives and local school issues raise funds to help meet the needs of the staff and students at oregon trail elementary school which are not provided for by the north clackamas school district. This may include, but is not limited to, providing programs that enhance student learning, assisting with student scholarships and field trips, supporting staff with grants, supplies and equipment.

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O$17,716$35,401
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESA ATKINSONPresidentFT$0--
JUDY BARHOUMVice PresidePT$0--
CYNTHIA WILSONVolunteer CoPT$0--
GINA NOYESVolunteer CoPT$0--
LISA EWERSTreasurerPT$0--
GWEN SMITHVP Family AcPT$0--
CHRISTINA HECHTVP Student EPT$0--
CHARLENE POGUEVP FundraisiPT$0--
MELINDA BATESVP FundraisiPT$0--
LAUREL SFERRAZZASecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$27,441$27,441$6,053$21,388
Winter Fest$10,236$10,236$1,586$8,650
Total Events$37,677$37,677$13,159$24,518
Filing and Contact Details

Filer

Filer Name
Oregon Trail Elementary Pto Inc
EIN
26-0567618
Address
13895 SE 152ND DR, CLACKAMAS, OR 97015

Signing Officer

Name
Lisa Ewers
Title
Treasurer
Phone
5038602830
Signed
2017-11-19

Preparer

Firm
Merina & Company Llp
Address
5499 AMY ST, WEST LINN, OR 97068-3320
Preparer
Tonya Moffitt
Phone
5037230300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Bank error deposit 173 total 173

Form 990-ez, Part I, Line 10

Teachers teacher expenses 8,450 0 0

Form 990-ez, Part I, Line 16

Expenses supplies 805 treasurer software 240 web hosting/domain name 337 childcare for meetings 350 pto meeting snacks, raffle 47 insurance/taxes 1,428 annual report sec. Of sta 50 back to school night 171 family events 910 family movie/game night 494 pawsome reader program 794 yearbook printing 6,588 recognition expenses 1,666 pmts budgeted for py 795 equipment 350 general food/paper prod 16 miscellaneous 651 bond measure campaigning 500 pto gift card orders 50 total 16,242

Form 990-ez, Part II, Line 24

Unsold logo & student store items 200 200 total 200 200

Form 990-ez, Part III

It is the mission of the oregon trail elementary wildcat pto to: promote the welfare of children of oregon trail elementary in their home, school and community bring home and school into a closer relationship so that the parents and staff may cooperate in ensuring success for each student afford opportunities for building a stronger community within the school advocate for the success of students by helping families keep informed of local district objectives and local school issues raise funds to help meet the needs of the staff and students at oregon trail elementary school which are not provided for by the north clackamas school district. This may include, but is not limited to, providing programs that enhance student learning, assisting with student scholarships and field trips, supporting staff with grants, supplies and equipment.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK ERROR DEPOSIT 173 TOTAL 173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHERS TEACHER EXPENSES 8,450 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES SUPPLIES 805 TREASURER SOFTWARE 240 WEB HOSTING/DOMAIN NAME 337 CHILDCARE FOR MEETINGS 350 PTO MEETING SNACKS, RAFFLE 47 INSURANCE/TAXES 1,428 ANNUAL REPORT SEC. OF STA 50 BACK TO SCHOOL NIGHT 171 FAMILY EVENTS 910 FAMILY MOVIE/GAME NIGHT 494 PAWSOME READER PROGRAM 794 YEARBOOK PRINTING 6,588 RECOGNITION EXPENSES 1,666 PMTS BUDGETED FOR PY 795 EQUIPMENT 350 GENERAL FOOD/PAPER PROD 16 MISCELLANEOUS 651 BOND MEASURE CAMPAIGNING 500 PTO GIFT CARD ORDERS 50 TOTAL 16,242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNSOLD LOGO & STUDENT STORE ITEMS 200 200 TOTAL 200 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IT IS THE MISSION OF THE OREGON TRAIL ELEMENTARY WILDCAT PTO TO: PROMOTE THE WELFARE OF CHILDREN OF OREGON TRAIL ELEMENTARY IN THEIR HOME, SCHOOL AND COMMUNITY BRING HOME AND SCHOOL INTO A CLOSER RELATIONSHIP SO THAT THE PARENTS AND STAFF MAY COOPERATE IN ENSURING SUCCESS FOR EACH STUDENT AFFORD OPPORTUNITIES FOR BUILDING A STRONGER COMMUNITY WITHIN THE SCHOOL ADVOCATE FOR THE SUCCESS OF STUDENTS BY HELPING FAMILIES KEEP INFORMED OF LOCAL DISTRICT OBJECTIVES AND LOCAL SCHOOL ISSUES RAISE FUNDS TO HELP MEET THE NEEDS OF THE STAFF AND STUDENTS AT OREGON TRAIL ELEMENTARY SCHOOL WHICH ARE NOT PROVIDED FOR BY THE NORTH CLACKAMAS SCHOOL DISTRICT. THIS MAY INCLUDE, BUT IS NOT LIMITED TO, PROVIDING PROGRAMS THAT ENHANCE STUDENT LEARNING, ASSISTING WITH STUDENT SCHOLARSHIPS AND FIELD TRIPS, SUPPORTING STAFF WITH GRANTS, SUPPLIES AND EQUIPMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/PersonNm0LISA EWERS
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ReturnHeader/BusinessOfficerGrp/PhoneNum05038602830
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON TRAIL ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0260567618
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ReturnHeader/Filer/USAddress/CityNm0CLACKAMAS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970683320
ReturnHeader/PreparerPersonGrp/PhoneNum05037230300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TONYA MOFFITT
ReturnHeader/ReturnTs02017-12-01T13:30:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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