Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2024 • EIN 45-5417793

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 14, 2024

Organization ProfileWWW.LOWRIEPTA.COM
28995 SW Brown RdWilsonville, OR 97070-3000

(503) 805-4551

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

58th percentile

7.3%

Higher net margin than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

135%

Faster revenue growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$55,749

Up $107 (+0.2%) from 2023

Net Assets

Up

$55,749

Up $107 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin58th percentile

Revenue

Up

$17,185

Up $9,871 (+135%) from 2023

Expenses

Up

$15,930

Up $8,723 (+121%) from 2023

Net Income

Up

$1,255

Up $1,148 (+1073%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2024

Assets$55,749
Liabilities$0
Net Assets$55,749
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

2024

Revenue$17,185
Expenses$15,930
Net Income$1,255
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 14, 2024
Return Version
2023v5.0
Gross Receipts
$29,706
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. - 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 meaning of section 501(C)(3) of the internal revenue code or corresponding section of any future federal tax code.-$0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kellena CollierPresident-$0--
Jenna RengalVP Of Media & Marketing-$0--
Emily IsaacsSecretary-$0--
Ian IsaacsTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lowrie Primary PTA
EIN
45-5417793
Phone
5038054551
Address
28995 SW BROWN RD, WILSONVILLE, OR 97070-3000

Signing Officer

Name
Ian Isaacs
Title
Treasurer
Signed
2024-09-14
Supplemental Narrative

Additional Explanations

990-EZ, Part 1, Line 10

“Teacher and Counselor gifts, Healthy eating grant to students.”

Raw XML Appendix191 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wilsonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097070
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kellena Collier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jenna Rengal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Emily Isaacs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ian Isaacs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Media & Marketing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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. - 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/PrintingPublicationsPostageAmt03440
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization is organized exclusively for the charitable, scientific, literary, or educational purposes within meaning of section 501(C)(3) of the internal revenue code or corresponding section of any future federal tax code.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-4729
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015930
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt017185
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Non-profit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021378
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025260
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0521
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0521
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt042937
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0521
IRS990ScheduleA/InvestmentIncomeCYPct00.00758
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99242
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt068197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt068718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher and Counselor gifts, Healthy eating grant to students.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part 1, Line 10
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ian Isaacs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lowrie Primary PTA
ReturnHeader/Filer/BusinessNameControlTxt0LOWR
ReturnHeader/Filer/EIN0455417793
ReturnHeader/Filer/PhoneNum05038054551
ReturnHeader/Filer/USAddress/AddressLine1Txt028995 SW BROWN RD
ReturnHeader/Filer/USAddress/CityNm0WILSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0970703000
ReturnHeader/ReturnTs02024-09-14T21:09:29Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,749
Liabilities
$0
Net assets
$55,749
Revenue
$17,185
Expenses
$15,930
Net income
$1,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$74.9$0.00$74.9$35.8$16.6$19.1
2024Detailed filing. Detailed filing data is available for this year.$55.7$0.00$55.7$17.2$15.9$1.26
2023Detailed filing. Detailed filing data is available for this year.$55.6$0.00$55.6$7.31$7.21$0.11
2020Detailed filing. Detailed filing data is available for this year.$83.6$83.6$34.9$19.6$15.2
2019Detailed filing. Detailed filing data is available for this year.$68.4$68.4$11.6$34.7$23.0
2018Detailed filing. Detailed filing data is available for this year.$91.4$0.00$91.4$65.0$21.1$43.9
2017Detailed filing. Detailed filing data is available for this year.$33.1$33.1$21.8$19.1$2.68
2016Summary only. Only limited summary data is available for this year.$30.4$0.00$61.2$39.4$21.8
2015Summary only. Only limited summary data is available for this year.$8.64$0.00$28.2$35.8$7.68
2014Summary only. Only limited summary data is available for this year.$16.3$0.00$26.2$26.6$0.47
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$20.3$5.31$15.0