Civic Intelligence

High Lakes Elementary Parent Teacher Organization

990EZ • Fiscal year 2020 • EIN 82-1990054

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 20, 2021

2500 NW High Lakes LoopBend, OR 97703

(541) 355-1700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

48th percentile

4.0%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

19%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$22,423

Up $2,158 (+11%) from 2019

Net Assets

$22,423

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$53,757

Up $8,568 (+19%) from 2019

Expenses

Up

$51,599

Up $8,848 (+21%) from 2019

Net Income

Down

$2,158

Down $280 (-11%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2018: $17,816Liabilities 2018: $02018Assets 2019: $20,265Liabilities 2019: $02019Assets 2020: $22,423Liabilities 2020: $0Net Assets 2020: $22,4232020Assets 2021: $11,118Liabilities 2021: $0Net Assets 2021: $11,1182021Assets 2022: $21,919Liabilities 2022: $0Net Assets 2022: $21,9192022Assets 2023: $22,110Liabilities 2023: $0Net Assets 2023: $22,1102023Assets 2024: $45,508Liabilities 2024: $0Net Assets 2024: $45,5082024Assets 2025: $33,090Liabilities 2025: $0Net Assets 2025: $33,0902025

Highlighted filing

2020

Assets$22,423
Liabilities$0
Net Assets$22,423

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $43,515Expenses 2018: $31,675Net Income 2018: $11,8402018Revenue 2019: $45,189Expenses 2019: $42,751Net Income 2019: $2,4382019Revenue 2020: $53,757Expenses 2020: $51,599Net Income 2020: $2,1582020Revenue 2021: $1,904Expenses 2021: $13,299Net Income 2021: -$11,3952021Revenue 2022: $42,275Expenses 2022: $31,474Net Income 2022: $10,8012022Revenue 2023: $63,304Expenses 2023: $63,113Net Income 2023: $1912023Revenue 2024: $76,844Expenses 2024: $53,446Net Income 2024: $23,3982024Revenue 2025: $47,117Expenses 2025: $59,535Net Income 2025: -$12,4182025

Highlighted filing

2020

Revenue$53,757
Expenses$51,599
Net Income$2,158
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 20, 2021
Return Version
2019v5.0
Gross Receipts
$64,957
Mission and Program Overview

Mission

To support and speak on behalf of children and youth in the schools, in the community and before governmental bodies and other organizations that make decisions affecting children.

Program Services

DescriptionGrantsExpenses
ACADEMIC AND CURRICULUM CLASSROOM GRANTS FOR INSTRUCTIONAL MATERIALS, SUPPLIES, TRAINING, AND FIELD TRIPS FOR THE BENEFIT OF ALL CHILDREN AT SCHOOL$31,159$41,454
ART PROGRAMS TO ENRICH ALL STUDENTS-$5,239
TEACHER, STAFF, AND VOLUNTEER APPRECIATION TO ENRICH EDUCATIONAL EXPERIENCE FOR ALL STUDENTS-$4,037
SUPPORT AFTER SCHOOL PROGRAMS FOR THE ENRICHMENT OF THE STUDENTS.-$869
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACEY JONESPresidentPT$0--
JULIE KETSDEVERVice PresidePT$0--
REBECCA PETERSONTreasurerPT$0--
ANGIE PRANGHOFERSecretaryPT$0--
PAIGE WILLARDDirectorPT$0--
JOHANNA BARRDirectorPT$0--
JESSIE NORMANDirectorPT$0--
KRISTIN MARSHALLDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
High Lakes Elementary Pto
EIN
82-1990054
Phone
5413551700
Address
2500 NW HIGH LAKES LOOP, BEND, OR 97703

Signing Officer

Name
Stacey Jones
Title
President
Phone
5413551700
Signed
2021-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Weinstein & Schwab Pllc
Address
7 N WENATCHEE AVE SUITE 300, WENATCHEE, WA 98801
Preparer
Shawn J Schwab CPA
Phone
5096621491
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 370 appreciation 4,037 art program 1,019 back to school 1,250 bank charges 112 battle of the books 119 box tops 8 laminating film 501 lego robotics 4,220 neighborhood impact 330 north star 12 paypal 408 pto expense 875 running club 499 school store 177 spaghetti feed 4,858 sparrow expense 92 tax 70 turkey trot 13 total 18,970

Form 990-ez, Part III

To support and speak on behalf of children and youth in the schools, in the community and before governmental bodies and other organizations that make decisions affecting children.

Form 990-ez, Part III, Line 31

Support after school programs for the enrichment of the students.

Raw XML Appendix153 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/CityNm0BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACEY JONES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGIE PRANGHOFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAIGE WILLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHANNA BARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JESSIE NORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KRISTIN MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018970
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY AND BEFORE GOVERNMENTAL BODIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN.
IRS990EZ/PrintingPublicationsPostageAmt01470
IRS990EZ/ProgramServiceRevenueAmt05327
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC AND CURRICULUM CLASSROOM GRANTS FOR INSTRUCTIONAL MATERIALS, SUPPLIES, TRAINING, AND FIELD TRIPS FOR THE BENEFIT OF ALL CHILDREN AT SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER, STAFF, AND VOLUNTEER APPRECIATION TO ENRICH EDUCATIONAL EXPERIENCE FOR ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ART PROGRAMS TO ENRICH ALL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SUPPORT AFTER SCHOOL PROGRAMS FOR THE ENRICHMENT OF THE STUDENTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14037
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25239
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3869
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt011200
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt051599
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064957
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064957
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043823
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 370 APPRECIATION 4,037 ART PROGRAM 1,019 BACK TO SCHOOL 1,250 BANK CHARGES 112 BATTLE OF THE BOOKS 119 BOX TOPS 8 LAMINATING FILM 501 LEGO ROBOTICS 4,220 NEIGHBORHOOD IMPACT 330 NORTH STAR 12 PAYPAL 408 PTO EXPENSE 875 RUNNING CLUB 499 SCHOOL STORE 177 SPAGHETTI FEED 4,858 SPARROW EXPENSE 92 TAX 70 TURKEY TROT 13 TOTAL 18,970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY AND BEFORE GOVERNMENTAL BODIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT AFTER SCHOOL PROGRAMS FOR THE ENRICHMENT OF THE STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05413551700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HIGH LAKES ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0HIGH
ReturnHeader/Filer/EIN0821990054
ReturnHeader/Filer/PhoneNum05413551700
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ReturnHeader/Filer/USAddress/CityNm0BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN J SCHWAB CPA
ReturnHeader/ReturnTs02021-08-20T14:37:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings