Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2019 • EIN 45-5417793

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 10, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

3rd percentile

-198%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

18th percentile

-25%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-82%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$68,372

Down $23,049 (-25%) from 2018

Net Assets

Down

$68,372

Down $23,049 (-25%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$11,630

Down $53,330 (-82%) from 2018

Expenses

Up

$34,679

Up $13,587 (+64%) from 2018

Net Income

Down

-$23,049

Down $66,917 (-153%) from 2018

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

2019

Assets$68,372
Liabilities-
Net Assets$68,372

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

2019

Revenue$11,630
Expenses$34,679
Net Income-$23,049
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 10, 2019
Return Version
2018v3.2
Gross Receipts
$25,215
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.$5,250$34,679
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
APRIL ABERNATHYPresident-$0--
NIKKI BIPPESTreasurer-$0--
JENNIFER BUCHANANSecretary-$0--
AMY D'VORAKVP Of Divers-$0--
HEATHER LUBAYVP Of Commun-$0--
JAMIE GOODPASTERVP Of Fundra-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wheel a Thon$18,394$18,394$4,815$13,579
Total Events$18,394$18,394$4,815$13,579
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
2019-08-10
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: 5,250

Form 990-ez, Part I, Line 16

Expenses insurance 350 bank charges 70 accounting software 554 discretionary 3,718 meeting expense 60 pta membership 265 school office 500 yearbook 1,143 arts in education 9,107 counselor discretionary 320 parent education 174 hospitality committee 2,218 family support 100 5th grade celebration 1,250 leveled books 5,760 summer books 1,449 battle of the books 500 science nature education 499 health & wellness 295 classroom books 247 family field night 350 total 28,929

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 Appendix169 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/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt028929
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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: 5,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INSURANCE 350 BANK CHARGES 70 ACCOUNTING SOFTWARE 554 DISCRETIONARY 3,718 MEETING EXPENSE 60 PTA MEMBERSHIP 265 SCHOOL OFFICE 500 YEARBOOK 1,143 ARTS IN EDUCATION 9,107 COUNSELOR DISCRETIONARY 320 PARENT EDUCATION 174 HOSPITALITY COMMITTEE 2,218 FAMILY SUPPORT 100 5TH GRADE CELEBRATION 1,250 LEVELED BOOKS 5,760 SUMMER BOOKS 1,449 BATTLE OF THE BOOKS 500 SCIENCE NATURE EDUCATION 499 HEALTH & WELLNESS 295 CLASSROOM BOOKS 247 FAMILY FIELD NIGHT 350 TOTAL 28,929
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.
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ReturnHeader/ReturnTs02020-08-20T11:56:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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