Civic Intelligence

Oak Creek Elementary PTO

990EZ • Fiscal year 2019 • EIN 81-3009316

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 04, 2019

Organization Profile
55 Kingsgate RoadLake Oswego, OR 97035

(503) 534-2323

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$183,302

Up $64,682 (+55%) from 2018

Net Assets

Up

$183,302

Up $64,682 (+55%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin91st percentile

Revenue

Up

$135,206

Up $32,610 (+32%) from 2018

Expenses

Up

$70,524

Up $7,269 (+11%) from 2018

Net Income

Up

$64,682

Up $25,341 (+64%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$200K$150K$100K$50K$0Assets 2017: $79,279Liabilities 2017: $02017Assets 2018: $118,620Liabilities 2018: $0Net Assets 2018: $118,6202018Assets 2019: $183,302Liabilities 2019: $0Net Assets 2019: $183,3022019Assets 2020: $173,818Liabilities 2020: $0Net Assets 2020: $173,8182020Assets 2021: $152,860Liabilities 2021: $0Net Assets 2021: $152,8602021Assets 2022: $157,171Liabilities 2022: $0Net Assets 2022: $157,1712022Assets 2023: $180,907Liabilities 2023: $0Net Assets 2023: $180,9072023Assets 2024: $186,134Liabilities 2024: $0Net Assets 2024: $186,1342024

Highlighted filing

2019

Assets$183,302
Liabilities$0
Net Assets$183,302
Open 2019 Filing

Operations Trend

Revenue Growth79th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $111,733Expenses 2017: $32,454Net Income 2017: $79,2792017Revenue 2018: $102,596Expenses 2018: $63,255Net Income 2018: $39,3412018Revenue 2019: $135,206Expenses 2019: $70,524Net Income 2019: $64,6822019Revenue 2020: $58,723Expenses 2020: $68,207Net Income 2020: -$9,4842020Revenue 2021: $21,531Expenses 2021: $42,489Net Income 2021: -$20,9582021Revenue 2022: $64,929Expenses 2022: $60,618Net Income 2022: $4,3112022Revenue 2023: $77,514Expenses 2023: $53,778Net Income 2023: $23,7362023Revenue 2024: $71,303Expenses 2024: $66,076Net Income 2024: $5,2272024

Highlighted filing

2019

Revenue$135,206
Expenses$70,524
Net Income$64,682
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 4, 2019
Return Version
2018v3.1
Gross Receipts
$160,823
Mission and Program Overview

Mission

Support oak creek elementary school

Program Services

DescriptionGrantsExpenses
THE PTO FUNDS VARIOUS CURRICULUM ENRICHMENT PROGRAMS AND DISCRETIONARY FUNDS THESE INCLUDE SCIENCE ART LITERACY AND VARIOUS OTHER PROGRAMS BENEFITS ALL STUDENTS$500$48,881
THE PTO FUNDED GARDEN BEDS$7,600$5,674
YEARLY CELEBRATIONS AND CLASSROOM PARTIES ARE FUNDED THROUGH THE PTO THESE CELEBRATIONS FOSTER SCHOOL COMMUNITY PRIDE BENEFITING ALL STUDENTS-$7,471
Other program services-$6,434
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN LAZARISPresident-$0--
SAMANTHA MCCASKEYTreasurer-$0--
PHOEBE FILLMORESecretary-$0--
ULLI THORNTONFundraising-$0--
TANYA ROSSFundraising-$0--
MEGHAN GABRIELSustainability-$0--
JUNE LEEAsst Treasurer-$0--
ALLISON BAMEMembership-$0--
AMY KWONGPerental Involvement-$0--
ANN MESTROVICHParental Involvement-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coyote Days$75,214$75,214$7,948$67,266
Cookie Sales$34,159$34,159$17,499$16,660
Total Events$123,002$118,629$25,617$93,012
Filing and Contact Details

Filer

Filer Name
Oak Creek Elementary Pto
EIN
81-3009316
Address
55 KINGSGATE ROAD, LAKE OSWEGO, OR 97035

Signing Officer

Name
Samantha Mccaskey
Title
2018 Treasurer
Phone
5035342323
Signed
2019-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Shari Anderson CPA
Address
14846 S Brunner Rd, Oregon City, OR 97045
Preparer
Shari Anderson CPA
Phone
5036559964
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountprevious year income received 283rounding 1”

List of grants and similar amounts paid Part I line 10

“Activity scholarships grantee various street 55 kingsgate city, state, zip lake oswego, or 97035relationship none activity curriculum enrichment grantee oak creek elementary street 55 kingsgate road city, state, zip lake oswego, or 97035relationship none”

Description of other expenses Part I line 16

“Description amountenrichment programs 2,905classroom support 40,356garden beds 5,674staff and volunteer appreciation 5,620dues 300classroom and social events 7,471fees 50d&o insurance 485office supplies 268license and tax 212qb software 50accounting 350hospitality 40directory 951yearbook 3,729membership fees 259bank charges 50prior year expenses 1,754”

Other program services Part III line 31

“The pto produces a shool directory and yearbook annually”

Raw XML Appendix226 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/BooksInCareOfDetail/USAddress/CityNm0LAKE OSWEGO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLEN LAZARIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMANTHA MCCASKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHOEBE FILLMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ULLI THORNTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TANYA ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MEGHAN GABRIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JUNE LEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SUSTAINABILITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ASST TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PERENTAL INVOLVEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PARENTAL INVOLVEMENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt070524
IRS990EZ/OtherRevenueTotalAmt0284
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OAK CREEK ELEMENTARY SCHOOL
IRS990EZ/ProgramServiceRevenueAmt018812
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTO FUNDS VARIOUS CURRICULUM ENRICHMENT PROGRAMS AND DISCRETIONARY FUNDS THESE INCLUDE SCIENCE ART LITERACY AND VARIOUS OTHER PROGRAMS BENEFITS ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE PTO FUNDED GARDEN BEDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2YEARLY CELEBRATIONS AND CLASSROOM PARTIES ARE FUNDED THROUGH THE PTO THESE CELEBRATIONS FOSTER SCHOOL COMMUNITY PRIDE BENEFITING ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048881
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15674
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27471
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36434
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025617
IRS990EZ/SpecialEventsNetIncomeLossAmt093012
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OAK CREEK ELEMENTARY PTO MAKES GRANTS TO THE ELEMENTARY SCHOOL TO SUPPLEMENT CURICULUM WITHIN THE SCHOOL
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support government entity Part IV Sect E line 1c
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt019762
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OAK CREEK ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt019762
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04373
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt04373
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025617
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COYOTE DAYS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034159
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07948
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTPREVIOUS YEAR INCOME RECEIVED 283ROUNDING 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS STREET 55 KINGSGATE CITY, STATE, ZIP LAKE OSWEGO, OR 97035RELATIONSHIP NONE ACTIVITY CURRICULUM ENRICHMENT GRANTEE OAK CREEK ELEMENTARY STREET 55 KINGSGATE ROAD CITY, STATE, ZIP LAKE OSWEGO, OR 97035RELATIONSHIP NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTENRICHMENT PROGRAMS 2,905CLASSROOM SUPPORT 40,356GARDEN BEDS 5,674STAFF AND VOLUNTEER APPRECIATION 5,620DUES 300CLASSROOM AND SOCIAL EVENTS 7,471FEES 50D&O INSURANCE 485OFFICE SUPPLIES 268LICENSE AND TAX 212QB SOFTWARE 50ACCOUNTING 350HOSPITALITY 40DIRECTORY 951YEARBOOK 3,729MEMBERSHIP FEES 259BANK CHARGES 50PRIOR YEAR EXPENSES 1,754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PTO PRODUCES A SHOOL DIRECTORY AND YEARBOOK ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA MCCASKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02018 TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035342323
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK CREEK ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0OAKC
ReturnHeader/Filer/EIN0813009316
ReturnHeader/Filer/USAddress/AddressLine1Txt055 KINGSGATE ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097035
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09321122019314c3emc2m
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.166.94.255
ReturnHeader/FilingSecurityInformation/IPDt02019-11-10
ReturnHeader/FilingSecurityInformation/IPTm015:48:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931226620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shari Anderson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014846 S Brunner Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oregon City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097045
ReturnHeader/PreparerPersonGrp/PhoneNum05036559964
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shari Anderson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-10T15:45:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,302
Liabilities
$0
Net assets
$183,302
Revenue
$135,206
Expenses
$70,524
Net income
$64,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.71$0.66$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.78$0.54$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.65$0.61$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.22$0.42$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.59$0.68$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.35$0.71$0.65
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.03$0.63$0.39
2017Summary only. Only limited summary data is available for this year.$0.79$0.00$1.12$0.32$0.79