Civic Intelligence

Happy Valley Elementary Parent Teacher Organization

990EZ • Fiscal year 2022 • EIN 46-1982582

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 23, 2022

13865 SE King RoadHappy Valley, OR 97086

(503) 353-5420

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

88th percentile

70%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

2559%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$89,955

Up $37,192 (+70%) from 2021

Net Assets

Up

$89,955

Up $37,192 (+70%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$102,467

Up $98,613 (+2559%) from 2021

Expenses

Up

$65,275

Up $44,424 (+213%) from 2021

Net Income

Up

$37,192

Up $54,189 (+319%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2014: $95,987Liabilities 2014: $02014Assets 2015: $104,928Liabilities 2015: $0Net Assets 2015: $104,9282015Assets 2016: $108,657Liabilities 2016: $0Net Assets 2016: $108,6572016Assets 2017: $58,467Liabilities 2017: $0Net Assets 2017: $58,4672017Assets 2018: $87,449Liabilities 2018: $0Net Assets 2018: $87,4492018Assets 2019: $96,107Liabilities 2019: $0Net Assets 2019: $96,1072019Assets 2020: $69,760Liabilities 2020: $0Net Assets 2020: $69,7602020Assets 2021: $52,763Liabilities 2021: $0Net Assets 2021: $52,7632021Assets 2022: $89,955Liabilities 2022: $0Net Assets 2022: $89,9552022Assets 2023: $130,609Liabilities 2023: $02023Assets 2024: $151,927Net Assets 2024: $151,9272024Assets 2025: $172,788Liabilities 2025: $0Net Assets 2025: $172,7882025

Highlighted filing

2022

Assets$89,955
Liabilities$0
Net Assets$89,955

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2014: $146,243Expenses 2014: $50,256Net Income 2014: $95,9872014Revenue 2015: $57,673Expenses 2015: $48,732Net Income 2015: $8,9412015Revenue 2016: $62,308Expenses 2016: $58,579Net Income 2016: $3,7292016Revenue 2017: $80,504Expenses 2017: $130,694Net Income 2017: -$50,1902017Revenue 2018: $97,823Expenses 2018: $68,841Net Income 2018: $28,9822018Revenue 2019: $70,402Expenses 2019: $61,744Net Income 2019: $8,6582019Revenue 2020: $27,962Expenses 2020: $54,309Net Income 2020: -$26,3472020Revenue 2021: $3,854Expenses 2021: $20,851Net Income 2021: -$16,9972021Revenue 2022: $102,467Expenses 2022: $65,275Net Income 2022: $37,1922022Revenue 2023: $96,245Expenses 2023: $55,591Net Income 2023: $40,6542023Revenue 2024: $109,694Expenses 2024: $88,340Net Income 2024: $21,3542024Revenue 2025: $94,774Expenses 2025: $73,913Net Income 2025: $20,8612025

Highlighted filing

2022

Revenue$102,467
Expenses$65,275
Net Income$37,192
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 23, 2022
Return Version
2021v4.2
Gross Receipts
$109,711
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

DescriptionGrantsExpenses
LIBRARY AND CLASSROOM SUPPORT INCLUDING FUNDS FOR TEACHERS TO PURCHASE BOOKS AND SUPPLIES.$16,467$34,181
COMMUNITY ACTIVITIES INCLUDING OTHER ELEMENTARY PTO NEEDY FAMILIES, SCHOOL DISTRICT SUPPORT, ETC.$0$17,730
SERVICE PROGRAMS INCLUDING READING, WELLNESS, ARTISTIC AND ACADEMIC ENRICHMENT, SHCOOL PARTIES AND OTHER FAMILY ORIENTED ACTIVITIES.$0$7,230
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAWNYA THOMASCo-PresidentPT$0--
CAROL THOMASCo-PresidentPT$0--
ANGELA DEWEYCo-PresidentPT$0--
LAURA SEARSSecretary-$0--
IRENE SCRUGGSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-a-thon$34,066-$530-
Jog-a-thon$27,099-$1,319-
Total Events$85,460$11,660$7,244$4,416
Filing and Contact Details

Filer

Filer Name
Happy Valley Elementary Parent
EIN
46-1982582
Phone
5033535420
Address
13865 SE KING ROAD, HAPPY VALLEY, OR 97086

Signing Officer

Name
Laura Addessio
Title
Treasurer
Phone
5033535420
Signed
2022-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
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: 03/07/22. Amount given: 16,467.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: grade level enrichment. Amount: 1,910. Description: 5th grade graduation. Amount: 2,076. Description: teacher stipends. Amount: 15,804. Description: liability insurance/filing fees. Amount: 2,074. Description: other expenses. Amount: 5,238. Description: cougar pride products. Amount: 3,976. Description: classroom support. Amount: 10,737. Description: staff appreciation. Amount: 6,993. Total to form 990-ez, line 16: 48,808.

Raw XML Appendix203 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.

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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0TO ENRICH THE EDUCATION OF HAPPY VALLEY ELEMENTARY STUDENTS, AS WELL AS IMPROVE COMMUNICATION BETWEEN THE SCHOOL AND ITS FAMILIES.
IRS990EZ/ProgramServiceRevenueAmt05352
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: INSTRUCTIONAL ASSISTANTS GRANT. GRANTEE NAME: NORTH CLACKAMAS SCHOOL DISTRICT. GRANTEE ADDRESS: 4444 SE LAKE ROAD MILWAUKIE, OR 97222. DATE OF GIFT: 03/07/22. AMOUNT GIVEN: 16,467.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GRADE LEVEL ENRICHMENT. AMOUNT: 1,910. DESCRIPTION: 5TH GRADE GRADUATION. AMOUNT: 2,076. DESCRIPTION: TEACHER STIPENDS. AMOUNT: 15,804. DESCRIPTION: LIABILITY INSURANCE/FILING FEES. AMOUNT: 2,074. DESCRIPTION: OTHER EXPENSES. AMOUNT: 5,238. DESCRIPTION: COUGAR PRIDE PRODUCTS. AMOUNT: 3,976. DESCRIPTION: CLASSROOM SUPPORT. AMOUNT: 10,737. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 6,993. TOTAL TO FORM 990-EZ, LINE 16: 48,808.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA ADDESSIO
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ReturnHeader/BusinessOfficerGrp/PhoneNum05033535420
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAPPY VALLEY ELEMENTARY PARENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0461982582
ReturnHeader/Filer/PhoneNum05033535420
ReturnHeader/Filer/USAddress/AddressLine1Txt013865 SE KING ROAD
ReturnHeader/Filer/USAddress/CityNm0HAPPY VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097086
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930743240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN STEWART & SCHMIDT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 CENTERPOINTE DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970358663
ReturnHeader/PreparerPersonGrp/PhoneNum05032205900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M PRILL
ReturnHeader/ReturnTs02022-08-26T11:14:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ADDESSIO
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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