Civic Intelligence

Verne a Duncan Elementary PTO Inc.

990EZ • Fiscal year 2016 • EIN 26-4694250

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 10, 2016

Organization ProfileN/A
14898 SE Parklane DriveHappy Valley, OR 97015

(503) 475-1954

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

31st percentile

-3.6%

Higher net margin than 31% of similar nonprofits.

2016 filings • NTEE B112 • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$0

Higher top officer pay than 98% of similar nonprofits.

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

2016 filings • NTEE B112 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$47,195

No earlier filing loaded for comparison.

Net Assets

$47,195

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

$33,948

No earlier filing loaded for comparison.

Expenses

$35,164

No earlier filing loaded for comparison.

Net Income

-$1,216

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2016: $47,195Net Assets 2016: $47,1952016Assets 2023: $58,733Liabilities 2023: $0Net Assets 2023: $58,7332023Assets 2024: $72,134Liabilities 2024: $0Net Assets 2024: $72,1342024

Highlighted filing

2016

Assets$47,195
Liabilities-
Net Assets$47,195
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2016: $33,948Expenses 2016: $35,164Net Income 2016: -$1,2162016Revenue 2023: $38,935Expenses 2023: $22,793Net Income 2023: $16,1422023Revenue 2024: $41,519Expenses 2024: $28,023Net Income 2024: $13,4962024

Highlighted filing

2016

Revenue$33,948
Expenses$35,164
Net Income-$1,216
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 10, 2016
Return Version
2015v2.0
Gross Receipts
$65,568
Mission and Program Overview

Mission

To enrich the educational experience at Verne Duncan Elementary.

Provide support and activities for teachers, administrators and students at verne duncan elementary school.

Program Services

DescriptionGrantsExpenses
INSTRUCTIONAL ASSISTANCE$21,114-
TEACHER AND SPECIALISTS SUPPORT$6,740-
SCHOOL PROGRAM FUNDING$4,131-
OUTDOOR CLASSROOM$727-
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIKKI SHORTPresident-$0--
BECKY PETERSENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$24,367$24,367$2,046$22,321
Scrip Sales$20,896$20,896$19,794$1,102
Total Events$52,561$52,561$22,641$29,920
Filing and Contact Details

Filer

Filer Name
Verne a Duncan Elementary Pto Inc
EIN
26-4694250
Address
14898 SE PARKLANE DRIVE, HAPPY VALLEY, OR 97015

Signing Officer

Name
Becky Petersen
Title
Treasurer
Signed
2016-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Bill R McCracken Acct & Tax Serv
Address
PO Box 2214 1300 John Adams St, Oregon City, OR 97045
Preparer
Bill R McCrackenEALTC5065C
Phone
5036560699
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $254”

Other Expenses.1012

“Insurance $679”

Other Expenses.1

“ADDITIONAL HELP $14364”

Other Expenses.2

“INSTRUCTIONAL ASST $6750”

Other Expenses.3

“TEACHER GRANTS $4000”

Other Expenses.4

“SPECIALIST GRANTS $1600”

Other Expenses.5

“BUS FUND $1000”

Other Expenses.6

“ONE-TIME GRANTS $840”

Other Expenses.7

“Grandparents luncheon $737”

Other Expenses.8

“OUTDOOR CLASSROOM $727”

Other Expenses.9

“READING AWARENESS $607”

Other Expenses.10

“School supply support $577”

Other Expenses.11

“STAFF APPRECIATION $426”

Other Expenses.12

“BACKPACK BUDDIES $400”

Other Expenses.13

“CHILDCARE $325”

Other Expenses.14

“HOSPITALITY $303”

Other Expenses.15

“POTTERY FUND $300”

Other Expenses.16

“SCIENCE GRANT $300”

Other Expenses.17

“Volunteer appreciation $203”

Other Expenses.18

“WELCOME BACK LUNCH $157”

Other Expenses.19

“FIELD DAY $117”

Other Expenses.21

“READING INCENTIVES $67”

Other Expenses.22

“Teacher conference dinner $63”

Other Expenses.23

“DOJ REGISTRATION $50”

Other Expenses.24

“Oregon DOJ CT-12 Fee $25”

Raw XML Appendix183 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/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt031620
IRS990EZ/SpecialEventsNetIncomeLossAmt033948
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035164
IRS990EZ/TotalProgramServiceExpensesAmt032712
IRS990EZ/TotalRevenueAmt033948
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02046
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019794
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADDITIONAL HELP $14364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSTRUCTIONAL ASST $6750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER GRANTS $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPECIALIST GRANTS $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BUS FUND $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ONE-TIME GRANTS $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GRANDPARENTS LUNCHEON $737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OUTDOOR CLASSROOM $727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10READING AWARENESS $607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SCHOOL SUPPLY SUPPORT $577
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STAFF APPRECIATION $426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BACKPACK BUDDIES $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14CHILDCARE $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15HOSPITALITY $303
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16POTTERY FUND $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SCIENCE GRANT $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18VOLUNTEER APPRECIATION $203
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20FIELD DAY $117
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22TEACHER CONFERENCE DINNER $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23DOJ REGISTRATION $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Oregon DOJ CT-12 Fee $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY PETERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VERNE A DUNCAN ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0VERN
ReturnHeader/Filer/EIN0264694250
ReturnHeader/Filer/USAddress/AddressLine1Txt014898 SE PARKLANE DRIVE
ReturnHeader/Filer/USAddress/CityNm0HAPPY VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bill R McCracken Acct & Tax Serv
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 2214 1300 John Adams St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oregon City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097045
ReturnHeader/PreparerPersonGrp/PhoneNum05036560699
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bill R McCrackenEALTC5065C
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-10T17:49:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,195
Liabilities
-
Net assets
$47,195
Revenue
$33,948
Expenses
$35,164
Net income
-$1,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$72.1$0.00$72.1$41.5$28.0$13.5
2023Detailed filing. Detailed filing data is available for this year.$58.7$0.00$58.7$38.9$22.8$16.1
2016Detailed filing. Detailed filing data is available for this year.$47.2$47.2$33.9$35.2$1.22