Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Oregon Trail Elementary PTO Inc.
990EZ • Fiscal year 2021 • EIN 26-0567618
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
4th percentile
Higher net margin than 4% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
17th percentile
Faster asset growth than 17% of similar nonprofits.
Revenue Growth
5th percentile
Faster revenue growth than 5% of similar nonprofits.
Balance Sheet
Assets
Down$51,876
Down $14,627 (-22%) from 2020
Net Assets
Down$51,876
Down $14,627 (-22%) from 2020
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$4,853
Down $34,946 (-88%) from 2020
Expenses
Down$19,480
Down $1,565 (-7.4%) from 2020
Net Income
Down-$14,627
Down $33,381 (-178%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Sep 22, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $5,102
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.
It is the mission of the oregon trail elementary wildcat pto to: 1. Promote the welfare of children of oregon trail elementary in their home, school and community. 2. Bring home and school into a closer relationship so that the parents and staff may cooperate in ensuring success for each student. 3. Afford opportunities for building a stronger community within the school. 4. Advocate for the success of students by helping families keep informed of local district objectives and local school issues. 5. 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
| Description | Grants | Expenses |
|---|---|---|
| IT IS THE MISSION OF THE OREGON TRAIL ELEMENTARY WILDCAT PTO TO: 1. PROMOTE THE WELFARE OF CHILDREN OF OREGON TRAIL ELEMENTARY IN THEIR HOME, SCHOOL AND COMMUNITY. 2. BRING HOME AND SCHOOL INTO A CLOSER RELATIONSHIP SO THAT THE PARENTS AND STAFF MAY COOPERATE IN ENSURING SUCCESS FOR EACH STUDENT. 3. AFFORD OPPORTUNITIES FOR BUILDING A STRONGER COMMUNITY WITHIN THE SCHOOL. 4. ADVOCATE FOR THE SUCCESS OF STUDENTS BY HELPING FAMILIES KEEP INFORMED OF LOCAL DISTRICT OBJECTIVES AND LOCAL SCHOOL ISSUES. 5. 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. | $14,548 | $19,480 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LINDSEY SULLIVAN | President | FT | $0 | - | - |
| TORREY PIETROK | Vice Preside | PT | $0 | - | - |
| SHAUNA PHILLIPS | Treasuer | PT | $0 | - | - |
| ERIN MARTYN | Secretary | PT | $0 | - | - |
| BANNESSA VERKEST | VP Of Commun | PT | $0 | - | - |
| CHELSEA HENDRIKX | Volunteer Co | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Oregon Trail Elementary Pto Inc
- EIN
- 26-0567618
- Phone
- 5036868462
- Address
- 13895 SE 152ND AVE, CLACKAMAS, OR 97015
Signing Officer
- Name
- Shauna Phillips
- Title
- Treasuer
- Phone
- 5036868462
- Signed
- 2021-09-22
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Matrix Tax and Consulting Services LLC
- Address
- 5 CENTERPOINTE DRIVE 125, LAKE OSWEGO, OR 97035
- Preparer
- Jace Parker
- Phone
- 5033291824
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“Name: teacher grants cash contribution: 14,548”
Form 990-ez, Part I, Line 16
“Expenses insurance 749 licenses & permits 100 software 430 transfirst fees 27 office expenses 18 recognition expenses 1,896 web hosting 762 garden club fees 163 total 4,145”
Form 990-ez, Part III
“It is the mission of the oregon trail elementary wildcat pto to: 1. Promote the welfare of children of oregon trail elementary in their home, school and community. 2. Bring home and school into a closer relationship so that the parents and staff may cooperate in ensuring success for each student. 3. Afford opportunities for building a stronger community within the school. 4. Advocate for the success of students by helping families keep informed of local district objectives and local school issues. 5. 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.”
Form 990-ez, Part III, Line 28
“It is the mission of the oregon trail elementary wildcat pto to: 1. Promote the welfare of children of oregon trail elementary in their home, school and community. 2. Bring home and school into a closer relationship so that the parents and staff may cooperate in ensuring success for each student. 3. Afford opportunities for building a stronger community within the school. 4. Advocate for the success of students by helping families keep informed of local district objectives and local school issues. 5. 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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| IRS990EZ/PrimaryExemptPurposeTxt | 0 | IT IS THE MISSION OF THE OREGON TRAIL ELEMENTARY WILDCAT PTO TO: 1. PROMOTE THE WELFARE OF CHILDREN OF OREGON TRAIL ELEMENTARY IN THEIR HOME, SCHOOL AND COMMUNITY. 2. BRING HOME AND SCHOOL INTO A CLOSER RELATIONSHIP SO THAT THE PARENTS AND STAFF MAY COOPERATE IN ENSURING SUCCESS FOR EACH STUDENT. 3. AFFORD OPPORTUNITIES FOR BUILDING A STRONGER COMMUNITY WITHIN THE SCHOOL. 4. ADVOCATE FOR THE SUCCESS OF STUDENTS BY HELPING FAMILIES KEEP INFORMED OF LOCAL DISTRICT OBJECTIVES AND LOCAL SCHOOL ISSUES. 5. 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | IT IS THE MISSION OF THE OREGON TRAIL ELEMENTARY WILDCAT PTO TO: 1. PROMOTE THE WELFARE OF CHILDREN OF OREGON TRAIL ELEMENTARY IN THEIR HOME, SCHOOL AND COMMUNITY. 2. BRING HOME AND SCHOOL INTO A CLOSER RELATIONSHIP SO THAT THE PARENTS AND STAFF MAY COOPERATE IN ENSURING SUCCESS FOR EACH STUDENT. 3. AFFORD OPPORTUNITIES FOR BUILDING A STRONGER COMMUNITY WITHIN THE SCHOOL. 4. ADVOCATE FOR THE SUCCESS OF STUDENTS BY HELPING FAMILIES KEEP INFORMED OF LOCAL DISTRICT OBJECTIVES AND LOCAL SCHOOL ISSUES. 5. 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/ExplanationTxt | 0 | NAME: TEACHER GRANTS CASH CONTRIBUTION: 14,548 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES INSURANCE 749 LICENSES & PERMITS 100 SOFTWARE 430 TRANSFIRST FEES 27 OFFICE EXPENSES 18 RECOGNITION EXPENSES 1,896 WEB HOSTING 762 GARDEN CLUB FEES 163 TOTAL 4,145 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | IT IS THE MISSION OF THE OREGON TRAIL ELEMENTARY WILDCAT PTO TO: 1. PROMOTE THE WELFARE OF CHILDREN OF OREGON TRAIL ELEMENTARY IN THEIR HOME, SCHOOL AND COMMUNITY. 2. BRING HOME AND SCHOOL INTO A CLOSER RELATIONSHIP SO THAT THE PARENTS AND STAFF MAY COOPERATE IN ENSURING SUCCESS FOR EACH STUDENT. 3. AFFORD OPPORTUNITIES FOR BUILDING A STRONGER COMMUNITY WITHIN THE SCHOOL. 4. ADVOCATE FOR THE SUCCESS OF STUDENTS BY HELPING FAMILIES KEEP INFORMED OF LOCAL DISTRICT OBJECTIVES AND LOCAL SCHOOL ISSUES. 5. 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/ExplanationTxt | 3 | IT IS THE MISSION OF THE OREGON TRAIL ELEMENTARY WILDCAT PTO TO: 1. PROMOTE THE WELFARE OF CHILDREN OF OREGON TRAIL ELEMENTARY IN THEIR HOME, SCHOOL AND COMMUNITY. 2. BRING HOME AND SCHOOL INTO A CLOSER RELATIONSHIP SO THAT THE PARENTS AND STAFF MAY COOPERATE IN ENSURING SUCCESS FOR EACH STUDENT. 3. AFFORD OPPORTUNITIES FOR BUILDING A STRONGER COMMUNITY WITHIN THE SCHOOL. 4. ADVOCATE FOR THE SUCCESS OF STUDENTS BY HELPING FAMILIES KEEP INFORMED OF LOCAL DISTRICT OBJECTIVES AND LOCAL SCHOOL ISSUES. 5. 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/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
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| ReturnHeader/Filer/USAddress/CityNm | 0 | CLACKAMAS |
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| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5 CENTERPOINTE DRIVE 125 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LAKE OSWEGO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97035 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5033291824 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-09-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JACE PARKER |
| ReturnHeader/ReturnTs | 0 | 2021-09-27T15:29:31-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | SHAUNA |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | PHILLIPS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $51,876
- Liabilities
- -
- Net assets
- $51,876
- Revenue
- $4,853
- Expenses
- $19,480
- Net income
- -$14,627