Civic Intelligence

Philander Lee PTO

990EZ • Fiscal year 2022 • EIN 81-4245788

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 18, 2022

1110 S Ivy StCanby, OR 97013

(503) 263-7150

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

94th percentile

67%

Higher net margin than 94% 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

91st percentile

100%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

99th percentile

2716%

Faster revenue growth than 99% of similar nonprofits.

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

Assets

Up

$39,497

Up $19,742 (+100%) from 2021

Net Assets

$39,497

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$29,402

Up $28,358 (+2716%) from 2021

Expenses

Up

$9,660

Up $2,562 (+36%) from 2021

Net Income

Up

$19,742

Up $25,796 (+426%) from 2021

Historical Trend

Balance Sheet Trend

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

$40K$20K$0-$20KAssets 2016: -$1,739Liabilities 2016: $02016Assets 2017: $10,742Liabilities 2017: $02017Assets 2018: $16,089Liabilities 2018: $02018Assets 2019: $20,963Liabilities 2019: $02019Assets 2020: $25,809Liabilities 2020: $02020Assets 2021: $19,755Liabilities 2021: $02021Assets 2022: $39,497Liabilities 2022: $0Net Assets 2022: $39,4972022Assets 2023: $33,638Liabilities 2023: $0Net Assets 2023: $33,6382023Assets 2024: $24,426Liabilities 2024: $0Net Assets 2024: $24,4262024Assets 2025: $36,807Liabilities 2025: $0Net Assets 2025: $36,8072025

Highlighted filing

2022

Assets$39,497
Liabilities$0
Net Assets$39,497

Operations Trend

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

$40K$20K$0-$20KRevenue 2016: $16,938Expenses 2016: $15,199Net Income 2016: $1,7392016Revenue 2017: $26,060Expenses 2017: $32,738Net Income 2017: -$6,6782017Revenue 2018: $17,099Expenses 2018: $11,727Net Income 2018: $5,3722018Revenue 2019: $23,991Expenses 2019: $19,117Net Income 2019: $4,8742019Revenue 2020: $15,882Expenses 2020: $11,036Net Income 2020: $4,8462020Revenue 2021: $1,044Expenses 2021: $7,098Net Income 2021: -$6,0542021Revenue 2022: $29,402Expenses 2022: $9,660Net Income 2022: $19,7422022Revenue 2023: $25,316Expenses 2023: $31,176Net Income 2023: -$5,8602023Revenue 2024: $23,249Expenses 2024: $32,461Net Income 2024: -$9,2122024Revenue 2025: $26,602Expenses 2025: $14,221Net Income 2025: $12,3812025

Highlighted filing

2022

Revenue$29,402
Expenses$9,660
Net Income$19,742
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 18, 2022
Return Version
2021v4.1
Gross Receipts
$29,841
Mission and Program Overview

Mission

Charitable work to benefit public school teachers students and their families

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Molly DunlevyPresidentPT$0--
Matt RickardTreasurer-$0--
Jennifer ButcherSecretaryPT$0--
Andrea StormoCommunications DirectorPT$0--
Maria KoenigCreative DirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Catalog sale$12,874$12,874$0$12,874
Jogathon$12,282$12,282$0$12,282
Total Events$25,156$25,156$1,681$23,475
Filing and Contact Details

Filer

Filer Name
Philander Lee Pto
EIN
81-4245788
Phone
5032637150
Address
1110 S IVY ST, CANBY, OR 97013

Signing Officer

Name
Matt Rickard
Title
Treasurer
Phone
5033308627
Signed
2022-10-18
Supplemental Narrative

Additional Explanations

Schedule O:

Form 990EZ for the year July 2021 through June 2022 Line 10 Grants and similar amounts paid Family outreach and staff hospitality 1113 6th Grade recognition 909 Oregon battle of books Track club and field day 921 Teacher Requests and school needs 1745 Field Trips 1674 Outdoor learning center project 2500 TOTAL grants and similar amounts paid line 10 8862 Line 16 other expenses Insurance 580 Bank Fees 110 Taxes PTO fees PTO needs 70 TOTAL other expenses line 16 760

Raw XML Appendix190 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/CityNm0Woodburn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Andrea Stormo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Maria Koenig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Creative Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0760
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable work to benefit public school teachers students and their families
IRS990EZ/PrintingPublicationsPostageAmt038
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09660
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt029402
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/SchoolInd0X
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Catalog sale
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jogathon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt075
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023475
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0309
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990EZ for the year July 2021 through June 2022 Line 10 Grants and similar amounts paid Family outreach and staff hospitality 1113 6th Grade recognition 909 Oregon battle of books Track club and field day 921 Teacher Requests and school needs 1745 Field Trips 1674 Outdoor learning center project 2500 TOTAL grants and similar amounts paid line 10 8862 Line 16 other expenses Insurance 580 Bank Fees 110 Taxes PTO fees PTO needs 70 TOTAL other expenses line 16 760
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Matt Rickard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05033308627
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILANDER LEE PTO
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0814245788
ReturnHeader/Filer/PhoneNum05032637150
ReturnHeader/Filer/USAddress/AddressLine1Txt01110 S IVY ST
ReturnHeader/Filer/USAddress/CityNm0CANBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097013
ReturnHeader/ReturnTs02022-10-18T21:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Matt
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rickard
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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