Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Happy Valley Elementary Parent Teacher Organization
990EZ • Fiscal year 2015 • EIN 46-1982582
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
7th percentile
Faster revenue growth than 7% of similar nonprofits.
Balance Sheet
Assets
Up$104,928
Up $8,941 (+9.3%) from 2014
Net Assets
$104,928
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2014
Revenue And Expenses
Revenue
Down$57,673
Down $88,570 (-61%) from 2014
Expenses
Down$48,732
Down $1,524 (-3.0%) from 2014
Net Income
Down$8,941
Down $87,046 (-91%) from 2014
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Oct 20, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $87,194
Mission and Program Overview
Mission
To enrich the education of happy valley elementary students, as well as improve communication between the school and its families.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| LIBRARY AND CLASSROOM SUPPORT INCLUDING FUNDS FOR TEACHERS TO PURCHASE BOOKS AND SUPPLIES. | $19,756 | $33,611 |
| SERVICE PROGRAMS INCLUDING READING, WELLNESS, ARTISTIC AND ACADEMIC ENRICHMENT, SHCOOL PARTIES AND OTHER FAMILY ORIENTED ACTIVITIES. | $0 | $10,835 |
| COMMUNITY ACTIVITIES INCLUDING OTHER ELEMENTARY PTO NEEDY FAMILIES, SCHOOL DISTRICT SUPPORT, ETC. | $0 | $597 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TIFFANY EGBERT | President | PT | $0 | - | - |
| TRACY MARLEAU | Secretary | - | $0 | - | - |
| DAWN GOLOBAY | Treasurer | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fun-run | $15,730 | - | $5,955 | - |
| Auction | $39,350 | $5,005 | $15,854 | $-10,849 |
| Total Events | $72,283 | $5,005 | $29,521 | $-24,516 |
Filing and Contact Details
Filer
- Filer Name
- Happy Valley Elementary Parent
- EIN
- 46-1982582
- Phone
- 5039574072
- Address
- 13865 SE KING ROAD, HAPPY VALLEY, OR 97086
Signing Officer
- Name
- Terryl Aguon
- Title
- Treasurer
- Phone
- 5039574072
- Signed
- 2015-10-20
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Hoffman Stewart & Schmidt Pc
- Address
- 4900 MEADOWS ROAD STE 200, LAKE OSWEGO, OR 97035-3295
- Preparer
- Robert M Prill
- Phone
- 5032205900
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: instructional assistants grant. Grantee name: north clackamas school district. Grantee address: 4444 se lake road milwaukie, or 97222. Date of gift: 10/06/14. Amount given: 19,756.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: cougar pride products. Amount: 2,491. Description: yearbook. Amount: 6,077. Description: grade level enrichment. Amount: 3,900. Description: 5th grade graduation. Amount: 866. Description: teacher stipends. Amount: 5,150. Description: bank fees. Amount: 1,666. Description: liability insurance/filing fees. Amount: 1,463. Description: library support. Amount: 750. Description: technology support. Amount: 180. Description: other expenses. Amount: 6,433. Total to form 990-ez, line 16: 28,976.”
Raw XML Appendix160 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TERRYL AGUON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5039574072 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 13865 SE KING ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | HAPPPY VALLEY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97086 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 95987 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 104928 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 74399 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 8941 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 95987 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 104928 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 5005 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 19756 |
| IRS990EZ/GrossReceiptsAmt | 0 | 87194 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 95987 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 104928 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 95987 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 104928 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 8.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TIFFANY EGBERT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TRACY MARLEAU |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DAWN GOLOBAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 28976 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ENRICH THE EDUCATION OF HAPPY VALLEY ELEMENTARY STUDENTS, AS WELL AS IMPROVE COMMUNICATION BETWEEN THE SCHOOL AND ITS FAMILIES. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 7790 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | LIBRARY AND CLASSROOM SUPPORT INCLUDING FUNDS FOR TEACHERS TO PURCHASE BOOKS AND SUPPLIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | SERVICE PROGRAMS INCLUDING READING, WELLNESS, ARTISTIC AND ACADEMIC ENRICHMENT, SHCOOL PARTIES AND OTHER FAMILY ORIENTED ACTIVITIES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | COMMUNITY ACTIVITIES INCLUDING OTHER ELEMENTARY PTO NEEDY FAMILIES, SCHOOL DISTRICT SUPPORT, ETC. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 19756 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 33611 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 10835 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 597 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 29521 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -24516 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OR |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 48732 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 45043 |
| IRS990EZ/TotalRevenueAmt | 0 | 57673 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.HVEPTO.ORG |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 74399 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 156328 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 230727 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 15716 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 230727 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 74399 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 156328 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 230727 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 230727 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 67278 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 34345 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt | 0 | 15730 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt | 0 | 17203 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 29521 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 275 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 275 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | FUN-RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 4431 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 4431 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 39350 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 15730 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 17203 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 72283 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 5005 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 5005 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -24516 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 3006 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 24815 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 15854 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 5955 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 2 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: INSTRUCTIONAL ASSISTANTS GRANT. GRANTEE NAME: NORTH CLACKAMAS SCHOOL DISTRICT. GRANTEE ADDRESS: 4444 SE LAKE ROAD MILWAUKIE, OR 97222. DATE OF GIFT: 10/06/14. AMOUNT GIVEN: 19,756. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: COUGAR PRIDE PRODUCTS. AMOUNT: 2,491. DESCRIPTION: YEARBOOK. AMOUNT: 6,077. DESCRIPTION: GRADE LEVEL ENRICHMENT. AMOUNT: 3,900. DESCRIPTION: 5TH GRADE GRADUATION. AMOUNT: 866. DESCRIPTION: TEACHER STIPENDS. AMOUNT: 5,150. DESCRIPTION: BANK FEES. AMOUNT: 1,666. DESCRIPTION: LIABILITY INSURANCE/FILING FEES. AMOUNT: 1,463. DESCRIPTION: LIBRARY SUPPORT. AMOUNT: 750. DESCRIPTION: TECHNOLOGY SUPPORT. AMOUNT: 180. DESCRIPTION: OTHER EXPENSES. AMOUNT: 6,433. TOTAL TO FORM 990-EZ, LINE 16: 28,976. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TERRYL AGUON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5039574072 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-10-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HAPPY VALLEY ELEMENTARY PARENT |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | TEACHER ORGANIZATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HAPP |
| ReturnHeader/Filer/EIN | 0 | 461982582 |
| ReturnHeader/Filer/PhoneNum | 0 | 5039574072 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 13865 SE KING ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HAPPY VALLEY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97086 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 930743240 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HOFFMAN STEWART & SCHMIDT PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4900 MEADOWS ROAD STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LAKE OSWEGO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 970353295 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5032205900 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT M PRILL |
| ReturnHeader/ReturnTs | 0 | 2015-10-27T09:30:06-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
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.
- Assets
- $104,928
- Liabilities
- $0
- Net assets
- $104,928
- Revenue
- $57,673
- Expenses
- $48,732
- Net income
- $8,941