Civic Intelligence

Tumalo Ptc

990EZ • Fiscal year 2016 • EIN 34-2037685

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 08, 2016

19835 Second StreetBend, OR 97701

(541) 382-2853

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

29th percentile

-5.5%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-16%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$27,404

Down $3,135 (-10%) from 2015

Net Assets

Down

$27,404

Down $3,135 (-10%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$57,221

Down $10,831 (-16%) from 2015

Expenses

Down

$60,356

Down $38,547 (-39%) from 2015

Net Income

Up

-$3,135

Up $27,716 (+90%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $48,177Net Assets 2013: $48,1772013Assets 2014: $61,390Net Assets 2014: $61,3902014Assets 2015: $30,539Net Assets 2015: $30,5392015Assets 2016: $27,404Net Assets 2016: $27,4042016Assets 2017: $37,266Net Assets 2017: $37,2662017Assets 2018: $46,302Net Assets 2018: $46,3022018Assets 2019: $28,282Net Assets 2019: $28,2822019Assets 2020: $9,140Net Assets 2020: $9,1402020Assets 2022: $135,638Net Assets 2022: $135,6382022Assets 2023: $201,268Liabilities 2023: $0Net Assets 2023: $201,2682023Assets 2024: $235,272Liabilities 2024: $0Net Assets 2024: $235,2722024Assets 2025: $318,982Liabilities 2025: $0Net Assets 2025: $318,9822025

Highlighted filing

2016

Assets$27,404
Liabilities-
Net Assets$27,404

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $77,768Expenses 2013: $70,379Net Income 2013: $7,3892013Revenue 2014: $74,287Expenses 2014: $61,074Net Income 2014: $13,2132014Revenue 2015: $68,052Expenses 2015: $98,903Net Income 2015: -$30,8512015Revenue 2016: $57,221Expenses 2016: $60,356Net Income 2016: -$3,1352016Revenue 2017: $72,772Expenses 2017: $62,910Net Income 2017: $9,8622017Revenue 2018: $77,063Expenses 2018: $68,027Net Income 2018: $9,0362018Revenue 2019: $66,344Expenses 2019: $84,364Net Income 2019: -$18,0202019Revenue 2020: $26,089Expenses 2020: $45,231Net Income 2020: -$19,1422020Revenue 2022: $116,544Expenses 2022: $3,974Net Income 2022: $112,5702022Revenue 2023: $135,321Expenses 2023: $59,359Net Income 2023: $75,9622023Revenue 2024: $127,718Expenses 2024: $93,714Net Income 2024: $34,0042024Revenue 2025: $182,275Expenses 2025: $98,329Net Income 2025: $83,9462025

Highlighted filing

2016

Revenue$57,221
Expenses$60,356
Net Income-$3,135
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 8, 2016
Return Version
2015v2.0
Gross Receipts
$81,470
Mission and Program Overview

Mission

Parent-teacher organization to support community school in bend,or

Program Services

DescriptionGrantsExpenses
To support expenses related to child education, activities, projects and learning for Tumalo school in the Redmond School district.$60,356-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCINDA FOURNIERSecretary-$0--
AMBER ELBEKPresident-$0--
KATIE HIGBEEVice President-$0--
BOBBIE FORSYTHTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$42,026$42,026$10,508$31,518
Jogathon$22,594$22,594$2,034$20,560
Total Events$72,440$72,440$15,701$56,739
Filing and Contact Details

Filer

Filer Name
Tumalo Ptc
EIN
34-2037685
Phone
5413822853
Address
19835 SECOND STREET, BEND, OR 97701

Signing Officer

Name
Amber Elbek
Title
President
Signed
2016-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Capstone Cpas LLC
Address
698 NW York Drive, Bend, OR 97703
Preparer
Lance Brant
Phone
5413825099
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: TUMALO COMM. SCHOOL | Donee's Address: 19835 2ND ST BEND OR 97701 | Relationship of Donee: NONE | Cash Amount Given: $35214

Other Expenses.1002

Office Expenses $88

Other Expenses.1012

Insurance $205

Other Expenses.1

Program expenses-teachers $20188

Other Expenses.2

Program exp-capital outlay $4417

Other Expenses.3

PROFESSIONAL FEES $445

Other Expenses.4

BANK CHARGES $61

Other Expenses.5

PTC MEETINGS $60

Other Expenses.6

BUSINESS LICENSE $45

Other Expenses.7

CHARGEBACK $16

Other Expenses.11

Miscellaneous expense 1261-12 $-383

Other Assets.1010

Inventories - Beginning $488 Inventories - Ending $488

Raw XML Appendix190 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/BooksInCareOfDetail/PersonNm0TRISA LINDSAY
IRS990EZ/BooksInCareOfDetail/PhoneNum05416179344
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06241 SW CANAL BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REDMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097756
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030051
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026916
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02120
IRS990EZ/CostOfGoodsSoldAmt03473
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3135
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030539
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027404
IRS990EZ/FundraisingGrossIncomeAmt077291
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035214
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1414
IRS990EZ/GrossReceiptsAmt081470
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02059
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030539
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027404
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030539
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027404
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUCINDA FOURNIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMBER ELBEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE HIGBEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOBBIE FORSYTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0488
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0488
IRS990EZ/OtherExpensesTotalAmt025142
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT-TEACHER ORGANIZATION TO SUPPORT COMMUNITY SCHOOL IN BEND,OR
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To support expenses related to child education, activities, projects and learning for Tumalo school in the Redmond School district.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060356
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020776
IRS990EZ/SpecialEventsNetIncomeLossAmt056515
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060356
IRS990EZ/TotalProgramServiceExpensesAmt060356
IRS990EZ/TotalRevenueAmt057221
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016303
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012072
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046416
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt051663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067874
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt057892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt089446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0346442
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0392858
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0101518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093948
IRS990ScheduleA/Total509Grp/TotalAmt0392858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt069414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt074195
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0101518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093948
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0392858
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015701
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022594
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072440
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056739
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03159
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015701
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010508
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02034
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: TUMALO COMM. SCHOOL | Donee's Address: 19835 2ND ST BEND OR 97701 | Relationship of Donee: NONE | Cash Amount Given: $35214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES-TEACHERS $20188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXP-CAPITAL OUTLAY $4417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL FEES $445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTC MEETINGS $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BUSINESS LICENSE $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CHARGEBACK $16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS EXPENSE 1261-12 $-383
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Inventories - Beginning $488 Inventories - Ending $488
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1010
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER ELBEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUMALO PTC
ReturnHeader/Filer/BusinessNameControlTxt0TUMA
ReturnHeader/Filer/EIN0342037685
ReturnHeader/Filer/PhoneNum05413822853
ReturnHeader/Filer/USAddress/AddressLine1Txt019835 SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPSTONE CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0698 NW York Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097703
ReturnHeader/PreparerPersonGrp/PhoneNum05413825099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LANCE BRANT
ReturnHeader/ReturnTs02016-11-08T14:42:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits