Civic Intelligence

Trillium Creek PTA

990EZ • Fiscal year 2016 • EIN 45-5579768

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 29, 2016

Organization ProfileN/A
1025 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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

56th percentile

5.9%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

7.7%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$74,893

Flat from 2016

Net Assets

$74,893

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin56th percentile

Revenue

Flat

$62,438

Flat from 2016

Expenses

Flat

$58,761

Flat from 2016

Net Income

Flat

$3,677

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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: $74,893Net Assets 2016: $74,8932016Assets 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

2016

Assets$74,893
Liabilities-
Net Assets$74,893
Open 2016 Filing

Operations Trend

Revenue Growth60th 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 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

2016

Revenue$62,438
Expenses$58,761
Net Income$3,677
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 29, 2016
Return Version
2015v2.1
Gross Receipts
$87,514
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$54,821$54,821
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE GETTELPresident-$0--
KAY LEVISNICOLE ALEXANDERTreasurer-$0--
WENDY HARMONBeth Schreck-$0--
WENDY HARMONDIANE POHLVP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hoot N Scoot$21,120-$4,912-
Adult Social$13,370$4,750$4,873$-123
Total Events$52,837$23,097$25,076$-1,979
Filing and Contact Details

Filer

Filer Name
Trillium Creek PTA
EIN
45-5579768
Phone
5036737700
Address
1025 Rosemont Road, West Linn, OR 97068

Signing Officer

Name
Kay Levis
Title
Treasurer
Phone
5036737700
Signed
2016-08-29
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 and teacher funding & support; school support; trillium creek primary: rosemont road”

Form 990EZ, Part I, Line 16

“PTA Dues 1691.”

Form 990EZ, Part I, Line 16

“Bank Charges 911.”

Form 990EZ, Part I, Line 16

“Insurance/license fee 265.”

Raw XML Appendix179 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Kay Levis
IRS990EZ/BooksInCareOfDetail/PhoneNum05036737700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01025 SW Rosemont Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Linn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071216
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074893
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062136
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03677
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0428
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071216
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074893
IRS990EZ/FundraisingGrossIncomeAmt023097
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt054821
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt087514
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0106
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02175
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071216
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074893
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071216
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074893
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE GETTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAY LEVISNICOLE ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WENDY HARMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WENDY HARMONDIANE POHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Beth Schreck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02867
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Improve public education of Students
IRS990EZ/PrintingPublicationsPostageAmt0645
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide funds for classroom support, teacher support, program support, field trips & cultural events for Trillium Creek Primary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054821
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054821
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025076
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1979
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058761
IRS990EZ/TotalProgramServiceExpensesAmt054821
IRS990EZ/TotalRevenueAmt062438
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/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936000234
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt054609
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Trillium Creek Primary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt054609
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt029740
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt08620
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt021120
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025076
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Adult Social
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Hoot N Scoot
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052837
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023097
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1979
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015291
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025076
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04873
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOOL, STUDENT AND TEACHER FUNDING & SUPPORT; SCHOOL SUPPORT; TRILLIUM CREEK PRIMARY: ROSEMONT ROAD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA Dues 1691.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges 911.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance/license fee 265.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAY LEVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036737700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trillium Creek PTA
ReturnHeader/Filer/BusinessNameControlTxt0TRIL
ReturnHeader/Filer/EIN0455579768
ReturnHeader/Filer/PhoneNum05036737700
ReturnHeader/Filer/USAddress/AddressLine1Txt01025 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/ReturnTs02016-08-29T14:09:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,893
Liabilities
-
Net assets
$74,893
Revenue
$62,438
Expenses
$58,761
Net income
$3,677
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
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.62$0.59$0.04
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