Civic Intelligence

Oregon Trail Elementary PTO Inc.

990EZ • Fiscal year 2024 • EIN 26-0567618

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 02, 2024

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

8.5%

Faster asset growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-5.7%

Faster revenue growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$112,602

Up $34,571 (+44%) from 2022

Net Assets

Up

$112,602

Up $34,571 (+44%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$66,371

Up $3,789 (+6.1%) from 2022

Expenses

Up

$57,537

Up $21,110 (+58%) from 2022

Net Income

Down

$8,834

Down $17,321 (-66%) 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 2024: $112,602Net Assets 2024: $112,6022024Assets 2025: $118,910Net Assets 2025: $118,9102025

Highlighted filing

2024

Assets$112,602
Liabilities-
Net Assets$112,602

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 2024: $66,371Expenses 2024: $57,537Net Income 2024: $8,8342024Revenue 2025: $70,486Expenses 2025: $64,178Net Income 2025: $6,3082025

Highlighted filing

2024

Revenue$66,371
Expenses$57,537
Net Income$8,834
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 2, 2024
Return Version
2023v5.0
Gross Receipts
$67,016
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.$12,920$30,896
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.-$9,117
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANNESSA VERKESTPresidentPT$0--
COURTNEY BURLINGVice PresidePT$0--
SHAUNA PHILLIPSTreasurerPT$0--
KALEY MARTINSecretaryPT$0--
FELICIA BROWN-EATONFundraisingPT$0--
LAURA PREMOVolunteer CoPT$0--
LISA EWERSVolunteer CoPT$0--
SARAH DUNBARCommunicatioPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$46,327$46,327-$46,327
Winter Fest$17,105$17,105-$17,105
Total Events$63,432$63,432-$63,432
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
2024-12-02
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: 12,920

Form 990-ez, Part I, Line 16

Jog-a-thon promotions 5,165 winter fest promotion 12,359 expenses insurance 664 licenses & permits 100 software 645 transfirst fees 1,729 office expenses 913 recognition expenses 6,594 web hosting 762 family & activity nights 1,615 back to school 186 field day 41 garden clud fees 109 kindy social & photos 177 pawsome reader program 2,748 pto meetings 398 dry cleaning 14 pto operations expenses 381 non-investment depreciation 9,117 total 43,717

Form 990-ez, Part II, Line 24

Furniture & equipment 0 1,905 less accumulated depreciation 0 1,620 furniture & equipment 0 7,389 less accumulated depreciation 0 4,581 shed 0 4,820 less accumulated depreciation 0 2,916 total 0 4,997

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.

Form 990-ez, Part III, Line 31

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: 12,920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JOG-A-THON PROMOTIONS 5,165 WINTER FEST PROMOTION 12,359 EXPENSES INSURANCE 664 LICENSES & PERMITS 100 SOFTWARE 645 TRANSFIRST FEES 1,729 OFFICE EXPENSES 913 RECOGNITION EXPENSES 6,594 WEB HOSTING 762 FAMILY & ACTIVITY NIGHTS 1,615 BACK TO SCHOOL 186 FIELD DAY 41 GARDEN CLUD FEES 109 KINDY SOCIAL & PHOTOS 177 PAWSOME READER PROGRAM 2,748 PTO MEETINGS 398 DRY CLEANING 14 PTO OPERATIONS EXPENSES 381 NON-INVESTMENT DEPRECIATION 9,117 TOTAL 43,717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FURNITURE & EQUIPMENT 0 1,905 LESS ACCUMULATED DEPRECIATION 0 1,620 FURNITURE & EQUIPMENT 0 7,389 LESS ACCUMULATED DEPRECIATION 0 4,581 SHED 0 4,820 LESS ACCUMULATED DEPRECIATION 0 2,916 TOTAL 0 4,997
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IT 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/ExplanationTxt5IT 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
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