Civic Intelligence

Trillium Creek PTA

990EZ • Fiscal year 2015 • EIN 45-5579768

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 31, 2015

Organization ProfileN/A
1024 Rosemont RoadWest Linn, OR 97068

(503) 673-7700

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

8.6%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$71,216

Up $10,871 (+18%) from 2014

Net Assets

Up

$71,216

Up $10,871 (+18%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Up

$57,965

Up $4,569 (+8.6%) from 2014

Expenses

Down

$47,094

Down $13,185 (-22%) from 2014

Net Income

Up

$10,871

Up $17,754 (+258%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$200K$150K$100K$50K$0Assets 2013: $67,228Liabilities 2013: $02013Assets 2014: $60,345Net Assets 2014: $60,3452014Assets 2015: $71,216Net Assets 2015: $71,2162015Assets 2016: $74,893Liabilities 2016: $02016Assets 2017: $111,283Net Assets 2017: $111,2832017Assets 2018: $122,267Net Assets 2018: $122,2672018Assets 2019: $154,307Net Assets 2019: $154,3072019Assets 2020: $112,474Net Assets 2020: $112,4742020Assets 2021: $109,386Net Assets 2021: $109,3862021Assets 2022: $129,822Net Assets 2022: $129,8222022Assets 2023: $170,948Liabilities 2023: $0Net Assets 2023: $170,9482023Assets 2025: $87,744Liabilities 2025: $0Net Assets 2025: $87,7442025

Highlighted filing

2015

Assets$71,216
Liabilities-
Net Assets$71,216
Open 2015 Filing

Operations Trend

Revenue Growth61st percentile

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

$200K$100K$0-$100KRevenue 2013: $84,834Expenses 2013: $17,606Net Income 2013: $67,2282013Revenue 2014: $53,396Expenses 2014: $60,279Net Income 2014: -$6,8832014Revenue 2015: $57,965Expenses 2015: $47,094Net Income 2015: $10,8712015Revenue 2016: $62,438Expenses 2016: $58,761Net Income 2016: $3,6772016Revenue 2017: $109,388Expenses 2017: $72,998Net Income 2017: $36,3902017Revenue 2018: $89,044Expenses 2018: $78,060Net Income 2018: $10,9842018Revenue 2019: $89,501Expenses 2019: $57,461Net Income 2019: $32,0402019Revenue 2020: $40,019Expenses 2020: $81,852Net Income 2020: -$41,8332020Revenue 2021: $12,258Expenses 2021: $15,346Net Income 2021: -$3,0882021Revenue 2022: $40,331Expenses 2022: $19,895Net Income 2022: $20,4362022Revenue 2023: $108,077Expenses 2023: $66,951Net Income 2023: $41,1262023Revenue 2025: $54,802Expenses 2025: $146,778Net Income 2025: -$91,9762025

Highlighted filing

2015

Revenue$57,965
Expenses$47,094
Net Income$10,871
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jul 31, 2015
Return Version
2014v5.0
Gross Receipts
$82,865
Mission and Program Overview

Mission

Improve public education of Students

Program Services

DescriptionGrantsExpenses
Provide funds for classroom support, teacher support, program support, field trips & cultural events for Trillium Creek Primary School$43,451$43,451
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARI BALTZPresident-$0--
KAY LEVISTreasurer-$0--
WENDY HARMONSecretary-$0--
BRITTAINY TIFFANYVP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hoot N Scoot$23,704-$3,237-
Adult Social$11,920$3,250$2,659$591
Total Events$53,628$21,254$24,900$-3,646
Filing and Contact Details

Filer

Filer Name
Trillium Creek PTA
EIN
45-5579768
Phone
5036737700
Address
1024 Rosemont Road, West Linn, OR 97068

Signing Officer

Name
Kay Levis
Title
Treasurer
Phone
5036737700
Signed
2015-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Judith M Cook CPA
Address
22420 McKenzie Court, West Linn, OR 97068-9275
Preparer
Judith M Cook CPA
Phone
5036578046
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“School, student, teacher funding support school support trillium creek primary pta for school 43451.”

Form 990EZ, Part I, Line 16

“Pta dues 1492. Bank charges 87. Insurance 215. Admin exp 858. Childcare 185. Website 96.”

Raw XML Appendix172 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/PhoneNum05036737700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Linn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060345
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071216
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IRS990EZ/ContributionsGiftsGrantsEtcAmt059181
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010871
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0710
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060345
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt043451
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt082865
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02430
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060345
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071216
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071216
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARI BALTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAY LEVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WENDY HARMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRITTAINY TIFFANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02933
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Improve public education of Students
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide funds for classroom support, teacher support, program support, field trips & cultural events for Trillium Creek Primary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043451
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043451
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024900
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3646
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047094
IRS990EZ/TotalProgramServiceExpensesAmt043451
IRS990EZ/TotalRevenueAmt057965
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936000234
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0Primary School
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt043451
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Trillium Creek Primary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt043451
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt032374
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt08670
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt023704
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024900
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Adult Social
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Hoot N Scoot
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023704
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018004
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053628
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt03250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018004
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021254
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3646
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt019004
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024900
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02659
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL, STUDENT, TEACHER FUNDING SUPPORT SCHOOL SUPPORT TRILLIUM CREEK PRIMARY PTA FOR SCHOOL 43451.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA DUES 1492. BANK CHARGES 87. INSURANCE 215. ADMIN EXP 858. CHILDCARE 185. WEBSITE 96.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAY LEVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036737700
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trillium Creek PTA
ReturnHeader/Filer/BusinessNameControlTxt0TRIL
ReturnHeader/Filer/EIN0455579768
ReturnHeader/Filer/PhoneNum05036737700
ReturnHeader/Filer/USAddress/AddressLine1Txt01024 Rosemont Road
ReturnHeader/Filer/USAddress/CityNm0West Linn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Judith M Cook CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022420 McKenzie Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Linn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970689275
ReturnHeader/PreparerPersonGrp/PhoneNum05036578046
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH M COOK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-31T15:13:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,216
Liabilities
-
Net assets
$71,216
Revenue
$57,965
Expenses
$47,094
Net income
$10,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.55$1.47$0.92
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.08$0.67$0.41
2022Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.40$0.20$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.09$0.12$0.15$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$1.12$0.40$0.82$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$1.54$0.90$0.57$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$1.22$0.89$0.78$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.09$0.73$0.36
2016Summary only. Only limited summary data is available for this year.$0.75$0.00$0.62$0.59$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.58$0.47$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.53$0.60$0.07
2013Summary only. Only limited summary data is available for this year.$0.67$0.00$0.85$0.18$0.67