Civic Intelligence

Beatrice Morrow Cannady Elementary PTO

EIN 83-4590379 • 501(c)3 • Happy Valley, OR

Pub. 78 Eligible990-N CoverageNTEE B94

Profile

Our PTO supports education and community at our public school.

18031 SE Vogel RoadHappy Valley, OR 97089
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.00x

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

NTEE B94 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.00x

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

NTEE B94 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

$33,820

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$33,820

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue89th percentileNet Margin76th percentile

Revenue

$27,604

No earlier filing loaded for comparison.

Expenses

$20,018

No earlier filing loaded for comparison.

Net Income

$7,586

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2024: $33,820Liabilities 2024: $0Net Assets 2024: $33,8202024

Highlighted filing

2024

Assets$33,820
Liabilities$0
Net Assets$33,820
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2024: $27,604Expenses 2024: $20,018Net Income 2024: $7,5862024

Highlighted filing

2024

Revenue$27,604
Expenses$20,018
Net Income$7,586
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,820
Liabilities
$0
Net assets
$33,820
Revenue
$27,604
Expenses
$20,018
Net income
$7,586
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$27.6$20.0$7.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$52,339
Mission and Program Overview

Mission

Our PTO supports education and community at our public school.

Program Services

DescriptionGrantsExpenses
Student Activities and Events - put on events to promote community and education within our school. This includes after school family events, school wide reading events, 5th grade end of year celebration, field day, kindergarten events etc. Benefits all 520 students at the school.-$16,000
Grants - provided 200 dollars to every classroom teacher to spend as needed. Staff also able to apply for additional grant funding including field trips, music recorders, classroom supplies and equipment etc. Benefits all staff and 520 students.-$9,400
Yearbook for every student - gave a yearbook free of charge to all 520 students at our school.-$8,045
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney GelbrichPresidentPT$0--
Cassandra RiedelTreasurerPT$0--
Katie BattilegaSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Beatrice Morrow Cannady Elementary PTO
EIN
83-4590379
Phone
5033535780
Address
18031 SE Vogel Road, Happy Valley, OR 97089

Signing Officer

Name
Cassandra Riedel
Title
Treasurer
Signed
2024-11-15
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“Insurance and Grant to School District Levy”

Raw XML Appendix186 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum05038910265
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012589 SE Meadehill Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Happy Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097086
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026234
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
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IRS990EZ/CostOfGoodsSoldAmt016043
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IRS990EZ/ExcessOrDeficitForYearAmt07586
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-8249
IRS990EZ/GrossReceiptsAmt052339
IRS990EZ/GrossSalesOfInventoryAmt07794
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Courtney Gelbrich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cassandra Riedel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Katie Battilega
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0914
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Our PTO supports education and community at our public school.
IRS990EZ/PrintingPublicationsPostageAmt0409
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Activities and Events - put on events to promote community and education within our school. This includes after school family events, school wide reading events, 5th grade end of year celebration, field day, kindergarten events etc. Benefits all 520 students at the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Grants - provided 200 dollars to every classroom teacher to spend as needed. Staff also able to apply for additional grant funding including field trips, music recorders, classroom supplies and equipment etc. Benefits all staff and 520 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Yearbook for every student - gave a yearbook free of charge to all 520 students at our school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28045
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08692
IRS990EZ/SpecialEventsNetIncomeLossAmt01586
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020018
IRS990EZ/TotalProgramServiceExpensesAmt033445
IRS990EZ/TotalRevenueAmt027604
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Parent-Teacher Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Sale of Gaga Ball Pit
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0124483
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015092
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt052723
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance and Grant to School District Levy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Cassandra Riedel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beatrice Morrow Cannady Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0BEAT
ReturnHeader/Filer/EIN0834590379
ReturnHeader/Filer/PhoneNum05033535780
ReturnHeader/Filer/USAddress/AddressLine1Txt018031 SE Vogel Road
ReturnHeader/Filer/USAddress/CityNm0Happy Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097089
ReturnHeader/ReturnTs02024-11-15T20:34:22Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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