Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2016 • EIN 46-1982582
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
56th percentile
Higher net margin than 56% 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
54th percentile
Faster asset growth than 54% of similar nonprofits.
Revenue Growth
61st percentile
Faster revenue growth than 61% of similar nonprofits.
Assets
Up$108,657
Up $3,729 (+3.6%) from 2015
Net Assets
Up$108,657
Up $3,729 (+3.6%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue
Up$62,308
Up $4,635 (+8.0%) from 2015
Expenses
Up$58,579
Up $9,847 (+20%) from 2015
Net Income
Down$3,729
Down $5,212 (-58%) from 2015
To enrich the education of happy valley elementary students, as well as improve communication between the school and its families.
| Description | Grants | Expenses |
|---|---|---|
| LIBRARY AND CLASSROOM SUPPORT INCLUDING FUNDS FOR TEACHERS TO PURCHASE BOOKS AND SUPPLIES. | $21,153 | $43,208 |
| SERVICE PROGRAMS INCLUDING READING, WELLNESS, ARTISTIC AND ACADEMIC ENRICHMENT, SHCOOL PARTIES AND OTHER FAMILY ORIENTED ACTIVITIES. | $0 | $9,983 |
| COMMUNITY ACTIVITIES INCLUDING OTHER ELEMENTARY PTO NEEDY FAMILIES, SCHOOL DISTRICT SUPPORT, ETC. | $0 | $665 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RACHEL COONEY | Co-President | PT | $0 | - | - |
| RITA FARIS | Co-President | PT | $0 | - | - |
| AMY BUSIK | Secretary | - | $0 | - | - |
| TERRYL AGUON | Treasurer | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fun-run | $19,571 | - | $6,805 | - |
| Auction | $36,153 | $5,740 | $15,213 | $-9,473 |
| Total Events | $76,242 | $5,740 | $29,341 | $-23,601 |
“Activity classification: instructional assistants grant. Grantee name: north clackamas school district. Grantee address: 4444 se lake road milwaukie, or 97222. Date of gift: 09/16/15. Amount given: 21,153.”
“Description: cougar pride products. Amount: 1,333. Description: yearbook. Amount: 4,999. Description: grade level enrichment. Amount: 7,538. Description: 5th grade graduation. Amount: 738. Description: teacher stipends. Amount: 5,400. Description: bank fees. Amount: 2,697. Description: liability insurance/filing fees. Amount: 1,494. Description: library support. Amount: 750. Description: technology support. Amount: 7,127. Description: other expenses. Amount: 5,350. Total to form 990-ez, line 16: 37,426.”
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 | HAPPY VALLEY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97086 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 104928 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 108657 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 78290 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3729 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 104928 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 108657 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 5740 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 21153 |
| IRS990EZ/GrossReceiptsAmt | 0 | 91649 |
| 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 | 104928 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 108657 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 104928 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 108657 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 8.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 8.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RACHEL COONEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RITA FARIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | AMY BUSIK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TERRYL AGUON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CO-PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CO-PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 37426 |
| 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 | 7619 |
| 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 | 21153 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 43208 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 9983 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 665 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 29341 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -23601 |
| 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 | 58579 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 53856 |
| IRS990EZ/TotalRevenueAmt | 0 | 62308 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.HVEPTO.ORG |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 78290 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 74399 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 156328 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 309017 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 23335 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 309017 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 78290 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 74399 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 156328 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 309017 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 309017 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 70502 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 30413 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt | 0 | 19571 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt | 0 | 20518 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 29341 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 550 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 550 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | AUCTION |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | FUN-RUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 4294 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 4294 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 36153 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 19571 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 20518 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 76242 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 5740 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 5740 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | -23601 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt | 0 | 2479 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 24497 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 15213 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 6805 |
| 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: 09/16/15. AMOUNT GIVEN: 21,153. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: COUGAR PRIDE PRODUCTS. AMOUNT: 1,333. DESCRIPTION: YEARBOOK. AMOUNT: 4,999. DESCRIPTION: GRADE LEVEL ENRICHMENT. AMOUNT: 7,538. DESCRIPTION: 5TH GRADE GRADUATION. AMOUNT: 738. DESCRIPTION: TEACHER STIPENDS. AMOUNT: 5,400. DESCRIPTION: BANK FEES. AMOUNT: 2,697. DESCRIPTION: LIABILITY INSURANCE/FILING FEES. AMOUNT: 1,494. DESCRIPTION: LIBRARY SUPPORT. AMOUNT: 750. DESCRIPTION: TECHNOLOGY SUPPORT. AMOUNT: 7,127. DESCRIPTION: OTHER EXPENSES. AMOUNT: 5,350. TOTAL TO FORM 990-EZ, LINE 16: 37,426. |
| 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 | 2017-02-10 21:41:12Z |
| 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 | 2016-09-06 |
| 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 | 2016-09-26T09:59:15-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
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Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.