Civic Intelligence

Philander Lee PTO

990EZ • Fiscal year 2023 • EIN 81-4245788

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 27, 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-23%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-15%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$33,638

Down $5,859 (-15%) from 2022

Net Assets

Down

$33,638

Down $5,859 (-15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$25,316

Down $4,086 (-14%) from 2022

Expenses

Up

$31,176

Up $21,516 (+223%) from 2022

Net Income

Down

-$5,860

Down $25,602 (-130%) from 2022

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

2023

Assets$33,638
Liabilities$0
Net Assets$33,638

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

2023

Revenue$25,316
Expenses$31,176
Net Income-$5,860
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$31,566
Mission and Program Overview

Mission

Charitable work to benefit public school teachers students and their families

Charitable support for elementary school including teachers staff students and families

Program Services

DescriptionGrantsExpenses
Outdoor learning center project keyboards purchases for 4th-6th grades enrichment assemblies$18,425-
Family outreach 6th grade recognition staff appreciation Oregon battle of books track club field trips teacher requests book fair school needs field day$11,581-
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$13,181$13,181$0$13,181
Jogathon$10,584$10,584$14$10,570
Total Events$23,765$23,765$1,986$21,779
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
2023-10-27
Supplemental Narrative

Additional Explanations

Schedule O:

Form 990-EZ for the year July 2022 through June 2023 Line 10 Grants and similar amounts paid: Family outreach and staff hospitality: 1876 6th grade recognition, Oregon battle of Books, book fair: 1064.15 Track club, field day, clothes closet: 1275.76 Teacher requests, school needs: 1148.03 Field trips: 6,217 Outdoor Learning Center project: 8141.91 Keyboards for 4th-6th grades: 8,263.51 Enrichment assemblies: 2020 TOTAL Grants and similar amounts paid, line 10: 30006.36 Line 16, other expenses: Insurance: 580 Bank fees: 76.08 Taxes, PTO fees: 234.99 TOTAL other expenses, line 16: 891.07

Raw XML Appendix195 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0278
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ for the year July 2022 through June 2023 Line 10 Grants and similar amounts paid: Family outreach and staff hospitality: 1876 6th grade recognition, Oregon battle of Books, book fair: 1064.15 Track club, field day, clothes closet: 1275.76 Teacher requests, school needs: 1148.03 Field trips: 6,217 Outdoor Learning Center project: 8141.91 Keyboards for 4th-6th grades: 8,263.51 Enrichment assemblies: 2020 TOTAL Grants and similar amounts paid, line 10: 30006.36 Line 16, other expenses: Insurance: 580 Bank fees: 76.08 Taxes, PTO fees: 234.99 TOTAL other expenses, line 16: 891.07
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Matt Rickard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05033308627
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-27
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/ReturnTs02023-10-27T22:00:03Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Matt
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rickard
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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