Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2020 • EIN 45-5417793

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 06, 2020

28995 SW Brown RdWilsonville, OR 97070

(503) 381-1155

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

22%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

200%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$83,614

Up $15,242 (+22%) from 2019

Net Assets

Up

$83,614

Up $15,242 (+22%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$34,878

Up $23,248 (+200%) from 2019

Expenses

Down

$19,636

Down $15,043 (-43%) from 2019

Net Income

Up

$15,242

Up $38,291 (+166%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $0Liabilities 2013: $02013Assets 2014: $16,321Liabilities 2014: $02014Assets 2015: $8,644Liabilities 2015: $02015Assets 2016: $30,447Liabilities 2016: $02016Assets 2017: $33,128Net Assets 2017: $33,1282017Assets 2018: $91,421Liabilities 2018: $0Net Assets 2018: $91,4212018Assets 2019: $68,372Net Assets 2019: $68,3722019Assets 2020: $83,614Net Assets 2020: $83,6142020Assets 2023: $55,642Liabilities 2023: $0Net Assets 2023: $55,6422023Assets 2024: $55,749Liabilities 2024: $0Net Assets 2024: $55,7492024Assets 2025: $74,877Liabilities 2025: $0Net Assets 2025: $74,8772025

Highlighted filing

2020

Assets$83,614
Liabilities-
Net Assets$83,614

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $20,288Expenses 2013: $5,310Net Income 2013: $14,9782013Revenue 2014: $26,181Expenses 2014: $26,649Net Income 2014: -$4682014Revenue 2015: $28,159Expenses 2015: $35,836Net Income 2015: -$7,6772015Revenue 2016: $61,210Expenses 2016: $39,407Net Income 2016: $21,8032016Revenue 2017: $21,763Expenses 2017: $19,082Net Income 2017: $2,6812017Revenue 2018: $64,960Expenses 2018: $21,092Net Income 2018: $43,8682018Revenue 2019: $11,630Expenses 2019: $34,679Net Income 2019: -$23,0492019Revenue 2020: $34,878Expenses 2020: $19,636Net Income 2020: $15,2422020Revenue 2023: $7,314Expenses 2023: $7,207Net Income 2023: $1072023Revenue 2024: $17,185Expenses 2024: $15,930Net Income 2024: $1,2552024Revenue 2025: $35,761Expenses 2025: $16,633Net Income 2025: $19,1282025

Highlighted filing

2020

Revenue$34,878
Expenses$19,636
Net Income$15,242
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 6, 2020
Return Version
2019v5.0
Gross Receipts
$52,329
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.

Program Services

DescriptionGrantsExpenses
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.$7,600$19,636
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRAVIS TADMAPresident-$0--
NIKKI BIPPESTreasurer-$0--
JENNIFER BUCHANANSecretary-$0--
KELLENA COLLIERVP Of Media-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Auction$34,309$34,309$5,804$28,505
Wheel a Thon$11,099$11,099$4,959$6,140
Total Events$45,408$45,408$10,763$34,645
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
Nikki Bippes
Title
Treasurer
Phone
5033811155
Signed
2020-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Matrix Tax and Consulting Services LLC
Address
5 CENTERPOINTE DRIVE 125, LAKE OSWEGO, OR 97035
Preparer
Michael G Nicks
Phone
5033291824
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

CASH CONTRIBUTION: 7,600

Form 990-ez, Part I, Line 16

Expenses insurance 350 bank charges 58 postage 55 miscellaneous 52 school office 500 membership drive 97 media & marketing 845 arts in education 1,300 counselor discretionary 239 parent education 153 hospitality committee 801 family support 100 5th grade celebration 1,250 summer books 1,497 battle of the books 528 culture of music 378 health & wellness speaker 1,750 corporate donations 270 back to school bash 1,150 maker space 513 total 11,886

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. 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.

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.

Raw XML Appendix165 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/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MEDIA
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt011886
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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/ExplanationTxt0CASH CONTRIBUTION: 7,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 350 BANK CHARGES 58 POSTAGE 55 MISCELLANEOUS 52 SCHOOL OFFICE 500 MEMBERSHIP DRIVE 97 MEDIA & MARKETING 845 ARTS IN EDUCATION 1,300 COUNSELOR DISCRETIONARY 239 PARENT EDUCATION 153 HOSPITALITY COMMITTEE 801 FAMILY SUPPORT 100 5TH GRADE CELEBRATION 1,250 SUMMER BOOKS 1,497 BATTLE OF THE BOOKS 528 CULTURE OF MUSIC 378 HEALTH & WELLNESS SPEAKER 1,750 CORPORATE DONATIONS 270 BACK TO SCHOOL BASH 1,150 MAKER SPACE 513 TOTAL 11,886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-06
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ReturnHeader/Filer/EIN0455417793
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL G NICKS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-28T12:15:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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