Civic Intelligence

Milwaukie High School Ptsa

EIN 26-3958675 • 501(c)3 • Milwaukie, OR

Profile

Promote the welfare of youth in home, school, community and place of worship. Raise the standards of home life. Secure adequate laws for the care and protection of youth. Bring into closer relation the home and the school that parents and teachers may cooperate intelligently in the education of youth. Develop between educators and the general public such united efforts as will secure for all youth the highest advantages in physical, mental, social and spiritual education.

2301 SE Willard StMilwaukie, OR 97222

www.nclack.k12.or.us/182520225161633260/SITE/DEFA

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

32nd percentile

-8.2%

Higher net margin than 32% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

6.8%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$23,020

Down $2,738 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$23,020

Down $2,738 (-11%) from 2016

Operations
Liabilities / Revenue62nd percentileNet Margin32nd percentile

Revenue

Up

$33,297

Up $2,109 (+6.8%) from 2016

Expenses

Down

$36,035

Down $12,341 (-26%) from 2016

Net Income

Up

-$2,738

Up $14,450 (+84%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2016: $25,758Liabilities 2016: $0Net Assets 2016: $25,7582016Assets 2017: $23,020Liabilities 2017: $0Net Assets 2017: $23,0202017

Highlighted filing

2017

Assets$23,020
Liabilities$0
Net Assets$23,020
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2016: $31,188Expenses 2016: $48,376Net Income 2016: -$17,1882016Revenue 2017: $33,297Expenses 2017: $36,035Net Income 2017: -$2,7382017

Highlighted filing

2017

Revenue$33,297
Expenses$36,035
Net Income-$2,738
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,020
Liabilities
$0
Net assets
$23,020
Revenue
$33,297
Expenses
$36,035
Net income
-$2,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$33.3$36.0$2.74
2016Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$31.2$48.4$17.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 6, 2017
Return Version
2016v3.0
Gross Receipts
$42,696
Mission and Program Overview

Mission

Promote the welfare of youth in home, school, community and place of worship. Raise the standards of home life. Secure adequate laws for the care and protection of youth. Bring into closer relation the home and the school that parents and teachers may cooperate intelligently in the education of youth. Develop between educators and the general public such united efforts as will secure for all youth the highest advantages in physical, mental, social and spiritual education.

Program Services

DescriptionGrantsExpenses
GRADUATION PARTY$0$15,775
UNIFORMS$4,287$0
REFEREES AND UMPIRES$0$3,615
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA HARTMANPresidentPT$0--
FAITH WILDERMUTHVice PresidentPT$0--
CLAIRE ERSANSecretaryPT$0--
YVONNE MCVAYTreasurerPT$0--
TRAVIS WAAGEVice Pres -BaseballPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Product Sales$12,246$12,246$5,948$6,298
Total Events$12,246$12,246$5,948$6,298
Filing and Contact Details

Filer

Filer Name
Milwaukie High School Ptsa
EIN
26-3958675
Phone
5033535830
Address
2301 SE WILLARD ST, MILWAUKIE, OR 97222

Signing Officer

Name
Yvonne Mcvay
Title
Treasurer
Phone
5038877368
Signed
2017-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Mack Roberts & Co LLC
Address
1211 SW 5TH AVE STE 2300, PORTLAND, OR 97204-1012
Preparer
Yvonne Mcvay
Phone
5032240860
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 5.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: corporate fees. Amount: 125. Description: insurance. Amount: 504. Description: pta dues. Amount: 257. Description: supplies. Amount: 50. Description: bank fees. Amount: 15. Total to form 990-ez, line 16: 951.”

Raw XML Appendix188 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRES -BASEBALL
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE WELFARE OF YOUTH IN HOME, SCHOOL, COMMUNITY AND PLACE OF WORSHIP. RAISE THE STANDARDS OF HOME LIFE. SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF YOUTH. BRING INTO CLOSER RELATION THE HOME AND THE SCHOOL THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF YOUTH. DEVELOP BETWEEN EDUCATORS AND THE GENERAL PUBLIC SUCH UNITED EFFORTS AS WILL SECURE FOR ALL YOUTH THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRADUATION PARTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1UNIFORMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2REFEREES AND UMPIRES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14287
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015775
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23615
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt023602
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NCLACK.K12.OR.US/182520225161633260/SITE/DEFA
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt035084
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILWAUKIE HIGH SCHOOL (NORTH CLACKAMAS SCHOOL DISTRICT)
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CORPORATE FEES. AMOUNT: 125. DESCRIPTION: INSURANCE. AMOUNT: 504. DESCRIPTION: PTA DUES. AMOUNT: 257. DESCRIPTION: SUPPLIES. AMOUNT: 50. DESCRIPTION: BANK FEES. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 951.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05038877368
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILWAUKIE HIGH SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0MILW
ReturnHeader/Filer/EIN0263958675
ReturnHeader/Filer/PhoneNum05033535830
ReturnHeader/Filer/USAddress/AddressLine1Txt02301 SE WILLARD ST
ReturnHeader/Filer/USAddress/CityNm0MILWAUKIE
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ReturnHeader/FilingSecurityInformation/IPTm013:52:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931159640
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACK ROBERTS & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01211 SW 5TH AVE STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972041012
ReturnHeader/PreparerPersonGrp/PhoneNum05032240860
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE MCVAY
ReturnHeader/ReturnTs02017-09-06T16:22:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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