Civic Intelligence

Happy Valley Elementary Parent Teacher Organization

990EZ • Fiscal year 2024 • EIN 46-1982582

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 18, 2025

Organization ProfileWWW.HVPTO.ORG
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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

14%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$151,927

Up $21,318 (+16%) from 2023

Net Assets

$151,927

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$109,694

Up $13,449 (+14%) from 2023

Expenses

Up

$88,340

Up $32,749 (+59%) from 2023

Net Income

Down

$21,354

Down $19,300 (-47%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2024

Assets$151,927
Liabilities-
Net Assets$151,927
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

2024

Revenue$109,694
Expenses$88,340
Net Income$21,354
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 18, 2025
Return Version
2023v6.0
Gross Receipts
$132,753
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.

To enrich the education of happy valley elementary students, as well as improve communication between the school and it's families.

Program Services

DescriptionGrantsExpenses
COMMUNITY ACTIVITIES INCLUDING OTHER ELEMENTARY PTO NEEDY FAMILIES, SCHOOL DISTRICT SUPPORT, ETC.-$33,456
SERVICE PROGRAMS INCLUDING READING, WELLNESS, ARTISTIC AND ACADEMIC ENRICHMENT, SCHOOL PARTIES AND OTHER FAMILY ORIENTED ACTIVITIES.-$11,685
LIBRARY AND CLASSROOM SUPPORT INCLUDING FUNDS FOR TEACHERS TO PURCHASES BOOKS AND SUPPLIES.-$8,399
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAWNYA THOMASCo-PresidentPT$0--
RACHEL PIERSONCo-PresidentPT$0--
ELIZABETH ESPELANDTreasurerPT$0--
SHAY WITTENSecretaryPT$0--
TRISH GIBSONVolunteer CoorPT$0--
NICOLE WITESKAComm ChairPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run and Carnival$68,069-$21,447-
Jog-a-thon$43,573-$1,612-
Total Events$111,642-$23,059$-23,059
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
Elizabeth Espeland
Title
Treasurer
Signed
2025-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Wilcox & Company PC
Address
10121 SE Sunnyside Rd Ste 335, Clackamas, OR 97015
Preparer
Kim L Wilcox
Phone
5032555426
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: NORTH CLACKAMAS SCHOOL DISTRICT | Donee's Address: 4444 SE LAKE ROAD MILWAUKIE OR 97222 | Cash Amount Given: $31318”

Other Expenses.1012

“Insurance $250”

Other Expenses.1

“SCHOOL NEEDS $28330”

Other Expenses.2

“STAFF STIPENDS $6958”

Other Expenses.3

“STAFF APPRECIATION $4966”

Other Expenses.4

“PROMOTION $3514”

Other Expenses.5

“PRIDE GEAR $2185”

Other Expenses.6

“FAMILY NIGHT $2125”

Other Expenses.7

“MEMBERSHIP FEES $2037”

Other Expenses.8

“LEARING PROGRAMS $1635”

Other Expenses.9

“Grade level enrichment $1451”

Other Expenses.10

“WISHLIST $1441”

Other Expenses.11

“MISCELLANEOUS $1171”

Other Expenses.12

“ARTS FITNESS $419”

Other Expenses.13

“DOT DAY $356”

Other Expenses.14

“STUDENT NEEDS $160”

Other Expenses.15

“BANK FEES $24”

Raw XML Appendix193 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH ESPELAND
IRS990EZ/BooksInCareOfDetail/PhoneNum05033535420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013865 SE KING ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAPPY VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097086
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0130573
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0151927
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0128237
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021354
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0130573
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0151927
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031318
IRS990EZ/GrossReceiptsAmt0132753
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04516
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130573
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151927
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130573
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151927
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TAWNYA THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL PIERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH ESPELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHAY WITTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRISH GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICOLE WITESKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VOLUNTEER COOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMM CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENRICH THE EDUCATION OF HAPPY VALLEY ELEMENTARY STUDENTS, AS WELL AS IMPROVE COMMUNICATION BETWEEN THE SCHOOL AND IT'S FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LIBRARY AND CLASSROOM SUPPORT INCLUDING FUNDS FOR TEACHERS TO PURCHASES BOOKS AND SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SERVICE PROGRAMS INCLUDING READING, WELLNESS, ARTISTIC AND ACADEMIC ENRICHMENT, SCHOOL PARTIES AND OTHER FAMILY ORIENTED ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY ACTIVITIES INCLUDING OTHER ELEMENTARY PTO NEEDY FAMILIES, SCHOOL DISTRICT SUPPORT, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08399
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111685
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt233456
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023059
IRS990EZ/SpecialEventsNetIncomeLossAmt0-23059
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt088340
IRS990EZ/TotalProgramServiceExpensesAmt053540
IRS990EZ/TotalRevenueAmt0109694
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HVPTO.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0128237
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0121915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt092699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0379849
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0379849
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0128237
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0121915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt092699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033712
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0379849
IRS990ScheduleA/TotalSupportAmt0379849
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0111642
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt068069
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt043573
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023059
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN AND CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt068069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt043573
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0111642
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-23059
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023059
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021447
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01612
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: NORTH CLACKAMAS SCHOOL DISTRICT | Donee's Address: 4444 SE LAKE ROAD MILWAUKIE OR 97222 | Cash Amount Given: $31318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL NEEDS $28330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STAFF STIPENDS $6958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF APPRECIATION $4966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROMOTION $3514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIDE GEAR $2185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FAMILY NIGHT $2125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBERSHIP FEES $2037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LEARING PROGRAMS $1635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GRADE LEVEL ENRICHMENT $1451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WISHLIST $1441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS $1171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ARTS FITNESS $419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DOT DAY $356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15STUDENT NEEDS $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16BANK FEES $24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ESPELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-18
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930792627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wilcox & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010121 SE Sunnyside Rd Ste 335
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clackamas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097015
ReturnHeader/PreparerPersonGrp/PhoneNum05032555426
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM L WILCOX
ReturnHeader/ReturnTs02025-03-18T15:29:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,927
Liabilities
-
Net assets
$151,927
Revenue
$109,694
Expenses
$88,340
Net income
$21,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.95$0.74$0.21
2024Detailed filing. Detailed filing data is available for this year.$1.52$1.52$1.10$0.88$0.21
2023Summary only. Only limited summary data is available for this year.$1.31$0.00$0.96$0.56$0.41
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.02$0.65$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.04$0.21$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.28$0.54$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.70$0.62$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.98$0.69$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.81$1.31$0.50
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.62$0.59$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.58$0.49$0.09
2014Summary only. Only limited summary data is available for this year.$0.96$0.00$1.46$0.50$0.96