Form 990-ez, Part I, Line 16
“Expenses admin - meeting expenses 115 admin - training & conf's 185 admin - insurance 341 total 641”
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Up$33,128
Up $2,681 (+8.8%) from 2016
Net Assets
$33,128
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$21,763
Down $39,447 (-64%) from 2016
Expenses
Down$19,082
Down $20,325 (-52%) from 2016
Net Income
Down$2,681
Down $19,122 (-88%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Nov 11, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $35,847
Mission and Program Overview
Mission
The lowrie pta serves with the purpose of celebrating, strengthening, and bringing together lowrie families, staff, and the wilsonville community. We provide lowrie families and staff with: events to strengthen and build the lowrie community and celebrate our commonality and diversity. Information about lowrie programs and events. Financial support to enrich student learning. Opportunities to be involved with meaningful events that serve the wilsonville community. The lowrie pta will continue to grow our membership and will have an active and diverse organization that is representative of our community. We will be an organization with "open arms" that is inclusive and inviting to all members of the lowrie community. We will foster and develop collaborative relationships with lowrie staff so that the support we provide teachers is truly beneficial and enhancing to their professional effectiveness and contentment.
The lowrie pta serves with the purpose of celebrating, strengthening, and bringing together lowrie families, staff, and the wilsonville community. We provide lowrie families and staff with: - events to strengthen and build the lowrie community and celebrate our commonality and diversity; - information about lowrie programs and events; - financial support to enrich student learning; - and opportunities to be involved with meaningful events that serve the wilsonville community. The lowrie pta will continue to grow our membership and will have an active and diverse organization that is representative of our community. We will be an organization with open arms that is inclusive and inviting to all members of the lowrie community. We will foster and develop collaborative relationships with lowrie staff so that the support we provide teachers is truly beneficial and enhancing to their professional effectiveness and contentment. The lowrie pta will maintain accessibility by keeping costs low
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR THE CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. | - | $12,453 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| AMY VASQUEZ | President | - | $0 | - | - |
| TRAVIS TADEMA | Secretary | - | $0 | - | - |
| WENDY PORTER | Treasurer | - | $0 | - | - |
| JENNIFER DALGLISH | VP Fundraisi | - | $0 | - | - |
| BRAD SALYERS | VP Media Mar | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Wheel a Thon | $21,253 | $21,253 | $7,585 | $13,668 |
| Total Events | $21,253 | $21,253 | $7,585 | $13,668 |
Filing and Contact Details
Filer
- Filer Name
- Lowrie Primary Pta
- EIN
- 45-5417793
- Phone
- 5033811155
- Address
- 28995 SW BROWN RD, WILSONVILLE, OR 97070
Signing Officer
- Name
- Amy Vasquez
- Title
- President
- Phone
- 5033811155
- Signed
- 2017-11-11
Preparer
- Firm
- Merina & Company Llp
- Address
- 5499 AMY ST, WEST LINN, OR 97068-3320
- Preparer
- Tonya Moffitt
- Phone
- 5037230300
Supplemental Narrative
Additional Explanations
Form 990-ez, Part III
“The lowrie pta serves with the purpose of celebrating, strengthening, and bringing together lowrie families, staff, and the wilsonville community. We provide lowrie families and staff with: - events to strengthen and build the lowrie community and celebrate our commonality and diversity; - information about lowrie programs and events; - financial support to enrich student learning; - and opportunities to be involved with meaningful events that serve the wilsonville community. The lowrie pta will continue to grow our membership and will have an active and diverse organization that is representative of our community. We will be an organization with open arms that is inclusive and inviting to all members of the lowrie community. We will foster and develop collaborative relationships with lowrie staff so that the support we provide teachers is truly beneficial and enhancing to their professional effectiveness and contentment. The lowrie pta will maintain accessibility by keeping costs low and providing events that have no cost. We will be an informational hub that parents, staff and the larger community can rely upon for accurate and timely information about school events and student life. The lowrie pta will be a voice and will be an advocate of lowrie students and public education in general.”
Form 990-ez, Part III, Line 28
“The organization is organized exclusively for the charitable, scientific, literary, or educational purposes within the meaning of section 501(c)(3) of the internal revenue code or corresponding section of any future federal tax code.”
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADMIN - MEETING EXPENSES 115 ADMIN - TRAINING & CONF'S 185 ADMIN - INSURANCE 341 TOTAL 641 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE LOWRIE PTA SERVES WITH THE PURPOSE OF CELEBRATING, STRENGTHENING, AND BRINGING TOGETHER LOWRIE FAMILIES, STAFF, AND THE WILSONVILLE COMMUNITY. WE PROVIDE LOWRIE FAMILIES AND STAFF WITH: - EVENTS TO STRENGTHEN AND BUILD THE LOWRIE COMMUNITY AND CELEBRATE OUR COMMONALITY AND DIVERSITY; - INFORMATION ABOUT LOWRIE PROGRAMS AND EVENTS; - FINANCIAL SUPPORT TO ENRICH STUDENT LEARNING; - AND OPPORTUNITIES TO BE INVOLVED WITH MEANINGFUL EVENTS THAT SERVE THE WILSONVILLE COMMUNITY. THE LOWRIE PTA WILL CONTINUE TO GROW OUR MEMBERSHIP AND WILL HAVE AN ACTIVE AND DIVERSE ORGANIZATION THAT IS REPRESENTATIVE OF OUR COMMUNITY. WE WILL BE AN ORGANIZATION WITH OPEN ARMS THAT IS INCLUSIVE AND INVITING TO ALL MEMBERS OF THE LOWRIE COMMUNITY. WE WILL FOSTER AND DEVELOP COLLABORATIVE RELATIONSHIPS WITH LOWRIE STAFF SO THAT THE SUPPORT WE PROVIDE TEACHERS IS TRULY BENEFICIAL AND ENHANCING TO THEIR PROFESSIONAL EFFECTIVENESS AND CONTENTMENT. THE LOWRIE PTA WILL MAINTAIN ACCESSIBILITY BY KEEPING COSTS LOW AND PROVIDING EVENTS THAT HAVE NO COST. WE WILL BE AN INFORMATIONAL HUB THAT PARENTS, STAFF AND THE LARGER COMMUNITY CAN RELY UPON FOR ACCURATE AND TIMELY INFORMATION ABOUT SCHOOL EVENTS AND STUDENT LIFE. THE LOWRIE PTA WILL BE A VOICE AND WILL BE AN ADVOCATE OF LOWRIE STUDENTS AND PUBLIC EDUCATION IN GENERAL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR THE CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
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| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 970683320 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5037230300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-11-21 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TONYA MOFFITT |
| ReturnHeader/ReturnTs | 0 | 2017-11-21T14:31:18-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $33,128
- Liabilities
- -
- Net assets
- $33,128
- Revenue
- $21,763
- Expenses
- $19,082
- Net income
- $2,681