Civic Intelligence

Trillium Creek PTA

990EZ • Fiscal year 2021 • EIN 45-5579768

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 18, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

17th percentile

-25%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

35th percentile

-2.7%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-69%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$109,386

Down $3,088 (-2.7%) from 2020

Net Assets

Down

$109,386

Down $3,088 (-2.7%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$12,258

Down $27,761 (-69%) from 2020

Expenses

Down

$15,346

Down $66,506 (-81%) from 2020

Net Income

Up

-$3,088

Up $38,745 (+93%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$109,386
Liabilities-
Net Assets$109,386
Open 2021 Filing

Operations Trend

Revenue Growth10th 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

2021

Revenue$12,258
Expenses$15,346
Net Income-$3,088
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 18, 2021
Return Version
2020v4.1
Gross Receipts
$16,369
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$12,363$12,363
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samantha BarrPresidentPT$0--
Sandra KircherTreasurer-$0--
Michael KroegerVP-$0--
Andrea BourbannaisVP-$0--
Danielle MontgomerySecretary-$0--
Christy RiehmBoard Advisor-$0--
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
Sandra Kircher
Title
Treasurer
Phone
5036737700
Signed
2021-10-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 10

“Classroom Support; SchoolSupport; Trillium Primary School: 1025 Rosement Rd, West Linn , OR, 97068; PTA, 12363.”

Form 990EZ, Part I, Line 16

“Insurance/license fee 671.”

Form 990EZ, Part I, Line 16

“General Fund Exp”

Form 990EZ, Part I, Line 16

“Tech Web 597.”

Form 990EZ, Part I, Line 16

“Merchant Services”

Form 990EZ, Part I, Line 16

“PTA Dues 951.”

Raw XML Appendix189 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/CityNm0West Linn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112474
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IRS990EZ/ContributionsGiftsGrantsEtcAmt013784
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3088
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012363
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-2542
IRS990EZ/GrossReceiptsAmt016369
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01569
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01012
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112474
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0109386
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Samantha Barr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sandra Kircher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Kroeger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrea Bourbannais
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Danielle Montgomery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christy Riehm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Advisor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02219
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Improve public education of Students
IRS990EZ/PrintingPublicationsPostageAmt0764
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide funds for classroom support, teacher support, program support, field trips & cultural eventsfor Trillium Creek Primary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012363
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012363
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015346
IRS990EZ/TotalProgramServiceExpensesAmt012363
IRS990EZ/TotalRevenueAmt012258
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/SupportAmt012363
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Trillium Creek Primary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt012363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Classroom Support; SchoolSupport; Trillium Primary School: 1025 Rosement Rd, West Linn , OR, 97068; PTA, 12363.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance/license fee 671.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2General Fund Exp
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tech Web 597.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Merchant Services
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Dues 951.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandra Kircher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05036737700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-18
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/ZIPCd097068
ReturnHeader/PreparerPersonGrp/PhoneNum05036578046
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Judith M Cook
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-18T09:36:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sandra
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kircher
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,386
Liabilities
-
Net assets
$109,386
Revenue
$12,258
Expenses
$15,346
Net income
-$3,088
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
2021Detailed filing. Detailed filing data is available for this year.$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