Civic Intelligence

Oak Creek Elementary PTO

990EZ • Fiscal year 2021 • EIN 81-3009316

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 13, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-97%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-63%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$152,860

Down $20,958 (-12%) from 2020

Net Assets

Down

$152,860

Down $20,958 (-12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin7th percentile

Revenue

Down

$21,531

Down $37,192 (-63%) from 2020

Expenses

Down

$42,489

Down $25,718 (-38%) from 2020

Net Income

Down

-$20,958

Down $11,474 (-121%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$152,860
Liabilities$0
Net Assets$152,860
Open 2021 Filing

Operations Trend

Revenue Growth12th 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

2021

Revenue$21,531
Expenses$42,489
Net Income-$20,958
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$29,553
Mission and Program Overview

Mission

Support oak creek elementary school

Program Services

DescriptionGrantsExpenses
CLASSROOM SUPPORT FOR ALL GRADE LEVELS.-$15,900
THE PTO FUNDS VARIOUS CURRICULUM ENRICHMENT PROGRAMS AND DISCRETIONARY FUNDS. THESE INCLUDE SCIENCE, ART LITERACY, AND VARIOUS OTHER PROGRAMS. BENEFITS ALL STUDENTS-$12,059
STAFF AND STUDENT APPRECIATION, CLASS CELEBRATIONS AND OTHER PROGRAMS FUNDED BY PTO-$4,982
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIRSTIN MARTINPresident-$0--
SAMANTHA MCCASKEYTreasurer-$0--
PHOEBE FILLMORESecretary-$0--
AMY LONGEITEGAsst Treasurer-$0--
SARAH MEYERSBoard Member-$0--
JULI WEBSTERBoard Member-$0--
CARRIE BEACHBoard Member-$0--
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
Treasurer
Phone
5035342323
Signed
2021-11-13
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 amountyearbook sales 7,708planner sales 320spirit wear 9”

Description of other expenses Part I line 16

“Description amountprogram service expenses 32,941administration expenses 295insurance 485office 26fees 508directory 550yearbook 7,624merchant fees 62rounding (2)”

Raw XML Appendix177 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/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIRSTIN MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMANTHA MCCASKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHOEBE FILLMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY LONGEITEG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULI WEBSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARRIE BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt042489
IRS990EZ/OtherRevenueTotalAmt08037
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OAK CREEK ELEMENTARY SCHOOL
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012059
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24982
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08022
IRS990EZ/SpecialEventsNetIncomeLossAmt02770
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042489
IRS990EZ/TotalProgramServiceExpensesAmt032941
IRS990EZ/TotalRevenueAmt021531
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936008560
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt027959
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OAK CREEK ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt027959
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTYEARBOOK SALES 7,708PLANNER SALES 320SPIRIT WEAR 9
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPROGRAM SERVICE EXPENSES 32,941ADMINISTRATION EXPENSES 295INSURANCE 485OFFICE 26FEES 508DIRECTORY 550YEARBOOK 7,624MERCHANT FEES 62ROUNDING (2)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA MCCASKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035342323
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
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
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/PreparationDt02022-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shari Anderson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-01-10T12:32:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMANTHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCASKEY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,860
Liabilities
$0
Net assets
$152,860
Revenue
$21,531
Expenses
$42,489
Net income
-$20,958
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