Civic Intelligence

Trillium Creek PTA

990EZ • Fiscal year 2020 • EIN 45-5579768

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 09, 2020

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

8th percentile

-105%

Higher net margin than 8% 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

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

19th percentile

-55%

Faster revenue growth than 19% of similar nonprofits.

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

Assets

Down

$112,474

Down $41,833 (-27%) from 2019

Net Assets

Down

$112,474

Down $41,833 (-27%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$40,019

Down $49,482 (-55%) from 2019

Expenses

Up

$81,852

Up $24,391 (+42%) from 2019

Net Income

Down

-$41,833

Down $73,873 (-231%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$112,474
Liabilities-
Net Assets$112,474

Operations Trend

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

2020

Revenue$40,019
Expenses$81,852
Net Income-$41,833
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 9, 2020
Return Version
2019v5.1
Gross Receipts
$70,656
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 eventsfor Trillium Creek Primary School$76,170$76,170
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christy RiehmPresidentPT$0--
Grace TengTreasurer-$0--
Samantha RayVP-$0--
MAry EmerickVP-$0--
Amy BurtnerSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$18,526$18,526$16,427$2,099
Adult Social$19,726$14,726$13,493$1,233
Total Events$38,252$33,252$29,920$3,332
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
Grace Teng
Title
Treasurer
Phone
5036737700
Signed
2020-10-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 10

Classroom and school program support; School Support; Trillium Creek: Rosemont Road, West Linn, OR , 97068; School, 76170.

Form 990EZ, Part I, Line 16

Insurance/license fee 472.

Form 990EZ, Part I, Line 16

General Fund Exp 696.

Form 990EZ, Part I, Line 16

Tech Web 297.

Form 990EZ, Part I, Line 16

Merchant Services 799.

Form 990EZ, Part I, Line 16

PTA Dues

Raw XML Appendix201 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/BenefitsPaidToOrForMembersAmt01973
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Grace Teng
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/BOYAmt0154307
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112474
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030949
IRS990EZ/CostOfGoodsSoldAmt0717
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-41833
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0154307
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112474
IRS990EZ/FundraisingGrossIncomeAmt033252
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt076170
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02856
IRS990EZ/GrossReceiptsAmt070656
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt03573
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0711
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02171
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0154307
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112474
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0154307
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112474
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christy Riehm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Grace Teng
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Samantha Ray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAry Emerick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amy Burtner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02264
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Improve public education of Students
IRS990EZ/PrintingPublicationsPostageAmt01145
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide funds for classroom support, teacher support, program support, field trips & cultural eventsfor Trillium Creek Primary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt076170
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt076170
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029920
IRS990EZ/SpecialEventsNetIncomeLossAmt03332
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081852
IRS990EZ/TotalProgramServiceExpensesAmt076170
IRS990EZ/TotalRevenueAmt040019
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/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/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936000234
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt076170
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Trillium Creek Primary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt076170
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Adult Social
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other Events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038252
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018526
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033252
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03332
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029920
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013493
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Classroom and school program support; School Support; Trillium Creek: Rosemont Road, West Linn, OR , 97068; School, 76170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance/license fee 472.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2General Fund Exp 696.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tech Web 297.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Merchant Services 799.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Dues
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Grace Teng
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05036737700
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0281EC3D9D8CE9567E725C0885D267097E5EEC778
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0281EC3D9D8CE9567E725C0885D267097E5EEC778
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.115.96.33
ReturnHeader/FilingSecurityInformation/IPDt02020-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:49:29
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
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-09T11:49:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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No mirrored PDF or thumbnail assets are attached yet.

Filings