Civic Intelligence

Philander Lee PTO

990EZ • Fiscal year 2024 • EIN 81-4245788

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 31, 2024

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

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

12th percentile

-40%

Higher net margin than 12% 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

19th percentile

-27%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

36th percentile

-8.2%

Faster revenue growth than 36% of similar nonprofits.

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

Assets

Down

$24,426

Down $9,212 (-27%) from 2023

Net Assets

Down

$24,426

Down $9,212 (-27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$23,249

Down $2,067 (-8.2%) from 2023

Expenses

Up

$32,461

Up $1,285 (+4.1%) from 2023

Net Income

Down

-$9,212

Down $3,352 (-57%) from 2023

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

2024

Assets$24,426
Liabilities$0
Net Assets$24,426

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

2024

Revenue$23,249
Expenses$32,461
Net Income-$9,212
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 31, 2024
Return Version
2023v5.0
Gross Receipts
$30,204
Mission and Program Overview

Mission

Charitable work to benefit public school teachers students and their families

Serve as fundraising entity to benefit school teachers students and families

Program Services

DescriptionGrantsExpenses
Enrichment assemblies artist in residence project ipad charging carts-$19,624
Field trips 6th grade recognition staff appreciation family outreach track club teacher classroom requests school need field day-$11,754
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
Jogathon$12,989$12,989$0$12,989
Fall Catalog Sale$9,964$9,964$65$9,899
Total Events$22,953$22,953$2,167$20,786
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
2024-10-31
Supplemental Narrative

Additional Explanations

Schedule O:

Form 990-EZ for the year July 2023 through June 2024 Line 10 grants and similar amounts paid: Staff appreciation and family outreach: 1,771 6th grade recognition, and grad all night party: 926 Track club and field day: 357 Teacher classroom requests and school need: 1,765 Field Trips: 6,934 Artist in Residence project: 9,457 Enrichment Assemblies: 5,410 Ipad charging carts: 4,758 TOTAL Grants and similar amounts paid, line 10: 31,378 Line 16 other expenses: Insurance: 580 Bank fees: 125 Taxes, PTO fees: 155 TOTAL other expenses, line 16: 860

Raw XML Appendix196 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/PersonNm4Maria Koenig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Communications Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Creative Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0860
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Serve as fundraising entity to benefit school teachers students and families
IRS990EZ/PrintingPublicationsPostageAmt0223
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011754
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119624
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt0940
IRS990EZ/SpecialEventsNetIncomeLossAmt023564
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032461
IRS990EZ/TotalProgramServiceExpensesAmt031378
IRS990EZ/TotalRevenueAmt023249
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleA/SchoolInd0X
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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
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Catalog Sale
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jogathon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012989
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020786
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt065
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ for the year July 2023 through June 2024 Line 10 grants and similar amounts paid: Staff appreciation and family outreach: 1,771 6th grade recognition, and grad all night party: 926 Track club and field day: 357 Teacher classroom requests and school need: 1,765 Field Trips: 6,934 Artist in Residence project: 9,457 Enrichment Assemblies: 5,410 Ipad charging carts: 4,758 TOTAL Grants and similar amounts paid, line 10: 31,378 Line 16 other expenses: Insurance: 580 Bank fees: 125 Taxes, PTO fees: 155 TOTAL other expenses, line 16: 860
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Matt Rickard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05033308627
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-31
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-10-31T00:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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