Civic Intelligence

Verne a Duncan Elementary PTO Inc.

990EZ • Fiscal year 2023 • EIN 26-4694250

Jul 01, 2022 to Jun 30, 2023 • Filed on Jun 21, 2024

Organization Profileduncanpto.com
14898 SE Parklane DrHappy Valley, OR 97015

(503) 353-3270

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.00x

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

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.00x

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

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2023 filings • NTEE B112 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$58,733

Up $11,538 (+24%) from 2016

Net Assets

Up

$58,733

Up $11,538 (+24%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin86th percentile

Revenue

Up

$38,935

Up $4,987 (+15%) from 2016

Expenses

Down

$22,793

Down $12,371 (-35%) from 2016

Net Income

Up

$16,142

Up $17,358 (+1427%) from 2016

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

2023

Assets$58,733
Liabilities$0
Net Assets$58,733
Open 2023 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

2023

Revenue$38,935
Expenses$22,793
Net Income$16,142
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jun 21, 2024
Return Version
2022v5.0
Gross Receipts
$58,080
Mission and Program Overview

Mission

To enrich the educational experience at Verne Duncan Elementary.

Program Services

DescriptionGrantsExpenses
Other Program service expenses (described in Schedule O)-$16,982
Rocking Dragon Fly Night- Beginning of school year public event to bring all our students families and staff together as a community and enhance their learning experiences. ($4980.00)-$4,980
Classroom support- one time grants and reimbursement allowance for 26 educators to purchase educational materials, technology, supplies, and other materials to enrich the educational experience for our 400 students. ($4182.00)-$4,182
Water bottle Refill Station - Provided equipment and paid for installation of commercial water refill station for students and staff. ($2045.00)-$2,045
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen BaldyPresidentPT$0--
Samantha AndrewsVice President-$0--
Gina GutierrezVice President-$0--
Nicole NixTreasurerPT$0--
Shannon AdamsonSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog A Thon$39,114$39,114$10,288$28,826
None-$0-$0
Total Events$39,114$39,114$10,288$28,826
Filing and Contact Details

Filer

Filer Name
Verne Duncan PTO
EIN
26-4694250
Address
14898 SE Parklane Dr, Happy Valley, OR 97015

Signing Officer

Name
Virginia Burgard
Title
Treasurer
Phone
5032908594
Signed
2024-06-21
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 8

“Misc small fund raisers, Bottle Drop, Yearbook sales, Fred Meyer Community Rewards, Amazon Smile Program”

990-EZ, Part I, Line 16

“Staff appreciation/celebration, classroom celebrations, Reading program (OBOB), Field Day. Movie license for Movie night, 5th grade farewell, PTO Yearly memberships for Amazon, Money Minder (accounting program), PTO Today membership including bond, dues and insurance, misc office supplies, PTO meeting meals/childcare for families,”

990-EZ, Part I, Line 10

“Teacher Grants- reimbursements for teachers to purchase educational materials, technology and other supplies.”

Raw XML Appendix212 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Nicole Nix
IRS990EZ/BooksInCareOfDetail/PhoneNum05033533270
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014898 SE Parklane Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Happy Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097015
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042591
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058733
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
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IRS990EZ/ExcessOrDeficitForYearAmt016142
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsAmt058080
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IRS990EZ/InvestmentIncomeAmt08
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IRS990EZ/NetAssetsOrFundBalancesBOYAmt042591
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IRS990EZ/OccupancyRentUtltsAndMaintAmt093
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristen Baldy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Samantha Andrews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gina Gutierrez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nicole Nix
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shannon Adamson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt09641
IRS990EZ/OtherRevenueTotalAmt05477
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enrich the educational experience at Verne Duncan Elementary.
IRS990EZ/PrintingPublicationsPostageAmt082
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom support- one time grants and reimbursement allowance for 26 educators to purchase educational materials, technology, supplies, and other materials to enrich the educational experience for our 400 students. ($4182.00)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Water bottle Refill Station - Provided equipment and paid for installation of commercial water refill station for students and staff. ($2045.00)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Rocking Dragon Fly Night- Beginning of school year public event to bring all our students families and staff together as a community and enhance their learning experiences. ($4980.00)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other Program service expenses (described in Schedule O)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04182
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12045
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24980
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt316982
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt018807
IRS990EZ/SpecialEventsNetIncomeLossAmt030749
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022793
IRS990EZ/TotalProgramServiceExpensesAmt028189
IRS990EZ/TotalRevenueAmt038935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01040
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt057030
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00014
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99986
IRS990ScheduleA/PublicSupportTotal509Amt058070
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt058070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt058078
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010288
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog A Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0None
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039114
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039114
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028826
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010288
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010288
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Misc small fund raisers, Bottle Drop, Yearbook sales, Fred Meyer Community Rewards, Amazon Smile Program
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Staff appreciation/celebration, classroom celebrations, Reading program (OBOB), Field Day. Movie license for Movie night, 5th grade farewell, PTO Yearly memberships for Amazon, Money Minder (accounting program), PTO Today membership including bond, dues and insurance, misc office supplies, PTO meeting meals/childcare for families,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher Grants- reimbursements for teachers to purchase educational materials, technology and other supplies.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990-EZ, Part I, Line 10
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Virginia Burgard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05032908594
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Verne Duncan PTO
ReturnHeader/Filer/BusinessNameControlTxt0VERN
ReturnHeader/Filer/EIN0264694250
ReturnHeader/Filer/USAddress/AddressLine1Txt014898 SE Parklane Dr
ReturnHeader/Filer/USAddress/CityNm0Happy Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097015
ReturnHeader/ReturnTs02024-06-21T02:38:44Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,733
Liabilities
$0
Net assets
$58,733
Revenue
$38,935
Expenses
$22,793
Net income
$16,142
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