Civic Intelligence

Oregon Trail Elementary PTO Inc.

990EZ • Fiscal year 2023 • EIN 26-0567618

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 24, 2023

13895 SE 152nd AveClackamas, OR 97015

(503) 686-8462

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

85th percentile

37%

Higher net margin than 85% 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

80th percentile

33%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$103,768

Up $25,737 (+33%) from 2022

Net Assets

Up

$103,768

Up $25,737 (+33%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$70,409

Up $7,827 (+13%) from 2022

Expenses

Up

$44,672

Up $8,245 (+23%) from 2022

Net Income

Down

$25,737

Down $418 (-1.6%) from 2022

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 2023: $103,768Net Assets 2023: $103,7682023Assets 2025: $118,910Net Assets 2025: $118,9102025

Highlighted filing

2023

Assets$103,768
Liabilities-
Net Assets$103,768

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 2023: $70,409Expenses 2023: $44,672Net Income 2023: $25,7372023Revenue 2025: $70,486Expenses 2025: $64,178Net Income 2025: $6,3082025

Highlighted filing

2023

Revenue$70,409
Expenses$44,672
Net Income$25,737
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 24, 2023
Return Version
2022v5.0
Gross Receipts
$70,815
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

DescriptionGrantsExpenses
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.$14,100$30,942
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSEY SULLIVANPresidentFT$0--
TORREY PIETROKVice PresidePT$0--
SHAUNA PHILLIPSTreasurerPT$0--
COURTNEY BURLINGSecretaryPT$0--
BANNESSA VERKESTVP Of CommunPT$0--
CHELSEA HENDRIKXVolunteer CoPT$0--
DARCI PETERSONVolunteer CoPT$0--
ERIN MARTYNVP Of FundraPT$0--
SHAKYRA ROSARIOVP Of FundraPT$0--
KALEY MARTINVP Of FundraPT$0--
DESIREE LINDSTROMVP Of FamilyPT$0--
ALYSSA FUNKVP Of FamilyPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$41,913$41,913-$41,913
Winter Fest$21,637$21,637-$21,637
Total Events$63,550$63,550-$63,550
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
Treasurer
Signed
2023-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Mgn Tax & Advisory Group LLC
Address
16869 SW 65TH AVE 313, 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: 14,100

Form 990-ez, Part I, Line 16

Jog-a-thon promotions 2,368 winter fest promotion 11,362 expenses licenses & permits 148 software 590 transfirst fees 240 office expenses 795 recognition expenses 8,196 web hosting 762 family & activity nights 1,618 back to school 108 field day 43 bank fees & service charg 3 garden clud fees 981 kindy social & photos 97 pawsome reader program 1,227 square fees 134 sign-up nights 557 pto meetings 488 dry cleaning 80 total 29,797

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: TEACHER GRANTS CASH CONTRIBUTION: 14,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOG-A-THON PROMOTIONS 2,368 WINTER FEST PROMOTION 11,362 EXPENSES LICENSES & PERMITS 148 SOFTWARE 590 TRANSFIRST FEES 240 OFFICE EXPENSES 795 RECOGNITION EXPENSES 8,196 WEB HOSTING 762 FAMILY & ACTIVITY NIGHTS 1,618 BACK TO SCHOOL 108 FIELD DAY 43 BANK FEES & SERVICE CHARG 3 GARDEN CLUD FEES 981 KINDY SOCIAL & PHOTOS 97 PAWSOME READER PROGRAM 1,227 SQUARE FEES 134 SIGN-UP NIGHTS 557 PTO MEETINGS 488 DRY CLEANING 80 TOTAL 29,797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IT 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/ExplanationTxt3IT 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/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MGN TAX & ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016869 SW 65TH AVE 313
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05033291824
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACE PARKER
ReturnHeader/ReturnTs02023-10-24T12:38:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHAUNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PHILLIPS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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