Civic Intelligence

Candalaria Elementary PTA

990EZ • Fiscal year 2016 • EIN 91-1849275

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 12, 2016

935 Hansen Ave SSalem, OR 97302-5921

(503) 399-3136

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

9th percentile

-42%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$26,384

Down $21,514 (-45%) from 2015

Net Assets

Down

$26,384

Down $21,514 (-45%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$51,644

Up $7,942 (+18%) from 2015

Expenses

Up

$73,158

Up $39,473 (+117%) from 2015

Net Income

Down

-$21,514

Down $31,531 (-315%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $18,447Liabilities 2011: $02011Assets 2012: $38,004Liabilities 2012: $02012Assets 2013: $35,622Net Assets 2013: $35,6222013Assets 2014: $37,881Net Assets 2014: $37,8812014Assets 2015: $47,898Net Assets 2015: $47,8982015Assets 2016: $26,384Net Assets 2016: $26,3842016Assets 2017: $33,851Net Assets 2017: $33,8512017Assets 2018: $39,438Net Assets 2018: $39,4382018Assets 2019: $53,025Net Assets 2019: $53,0252019Assets 2020: $53,519Net Assets 2020: $53,5192020Assets 2021: $43,042Net Assets 2021: $43,0422021Assets 2022: $35,704Net Assets 2022: $35,7042022Assets 2023: $37,911Net Assets 2023: $37,9112023Assets 2024: $63,101Net Assets 2024: $63,1012024Assets 2025: $65,248Net Assets 2025: $65,2482025

Highlighted filing

2016

Assets$26,384
Liabilities-
Net Assets$26,384

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $45,942Expenses 2011: $40,301Net Income 2011: $5,6412011Revenue 2012: $61,628Expenses 2012: $42,071Net Income 2012: $19,5572012Revenue 2013: $40,469Expenses 2013: $42,851Net Income 2013: -$2,3822013Revenue 2014: $39,002Expenses 2014: $36,743Net Income 2014: $2,2592014Revenue 2015: $43,702Expenses 2015: $33,685Net Income 2015: $10,0172015Revenue 2016: $51,644Expenses 2016: $73,158Net Income 2016: -$21,5142016Revenue 2017: $49,325Expenses 2017: $41,858Net Income 2017: $7,4672017Revenue 2018: $44,940Expenses 2018: $39,353Net Income 2018: $5,5872018Revenue 2019: $46,493Expenses 2019: $32,906Net Income 2019: $13,5872019Revenue 2020: $31,090Expenses 2020: $30,597Net Income 2020: $4932020Revenue 2021: $967Expenses 2021: $11,444Net Income 2021: -$10,4772021Revenue 2022: $33,014Expenses 2022: $40,352Net Income 2022: -$7,3382022Revenue 2023: $34,055Expenses 2023: $31,848Net Income 2023: $2,2072023Revenue 2024: $67,223Expenses 2024: $42,033Net Income 2024: $25,1902024Revenue 2025: $69,760Expenses 2025: $67,613Net Income 2025: $2,1472025

Highlighted filing

2016

Revenue$51,644
Expenses$73,158
Net Income-$21,514
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 12, 2016
Return Version
2015v2.1
Gross Receipts
$69,749
Mission and Program Overview

Mission

STUDENT ENRICHMENT

Program Services

DescriptionGrantsExpenses
PROVIDED CLASSROOMS, LIBRARY & PLAYGROUND WITH SUPPLIES, BOOKS & EQUIPMENT TO SUPPLEMENT STUDENT LEARNING ENRICHMENT.$51,742$51,742
SPONSORED FIELD TRIPS THAT ENRICHED STUDENT LEARNING.$12,490$12,490
SPONSORED VARIOUS SCHOOL PROGRAMS IN THE ARTS, LITERATURE AND SCIENCE AREAS FOR LEARNING ENRICHMENT.$7,016$7,016
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY STROOBANDPresidentPT$0--
KAREN KINNETTVice President-$0--
LACEY BEYROUTYSecretary-$0--
TRACY ANN GILLTreasurer-$0--
MARY STERLINGDirector/ Volunteers-$0--
JENNIFER HISERDirector/ Communications-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$21,725$21,725$928$20,797
Funds Run$18,912$18,912$931$17,981
Total Events$59,214$59,214$12,788$46,426
Filing and Contact Details

Filer

Filer Name
Candalaria Elementary Pta
EIN
91-1849275
Phone
5033993136
Address
935 HANSEN AVE S, SALEM, OR 97302-5921

Signing Officer

Name
Karen Kinnett
Title
President
Phone
5033993136
Signed
2016-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Lefor Rapp & Holland LLC
Address
2735 12TH ST SE STE 200, SALEM, OR 97302-3158
Preparer
Amy L Rapp CPA
Phone
5033645851
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

To provide supplies, equipment, school programs & educational field trips; student enrichment; canda

Form 990EZ, Part I, Line 10

Donation; student enrichment; richmond elementary school: 466 richmond ave se, salem, or, 97301; non

Form 990EZ, Part I, Line 16

Administration & insurance 1447.

Raw XML Appendix183 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/PersonNm0TRACY ANN GILL
IRS990EZ/BooksInCareOfDetail/PhoneNum05033993136
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0410 CANDALARIA BLVD S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097302
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IRS990EZ/FundraisingGrossIncomeAmt059214
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt071248
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1318
IRS990EZ/GrossReceiptsAmt069749
IRS990EZ/GrossSalesOfInventoryAmt03999
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt0475
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY STROOBAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN KINNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LACEY BEYROUTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY ANN GILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY STERLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER HISER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR/ VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR/ COMMUNICATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01447
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT ENRICHMENT
IRS990EZ/PrintingPublicationsPostageAmt0463
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED CLASSROOMS, LIBRARY & PLAYGROUND WITH SUPPLIES, BOOKS & EQUIPMENT TO SUPPLEMENT STUDENT LEARNING ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPONSORED VARIOUS SCHOOL PROGRAMS IN THE ARTS, LITERATURE AND SCIENCE AREAS FOR LEARNING ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPONSORED FIELD TRIPS THAT ENRICHED STUDENT LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051742
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17016
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt212490
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt051742
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17016
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212490
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012788
IRS990EZ/SpecialEventsNetIncomeLossAmt046426
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073158
IRS990EZ/TotalProgramServiceExpensesAmt071248
IRS990EZ/TotalRevenueAmt051644
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936000763
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt069748
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CANDALARIA ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt069748
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012788
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUNDS RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018912
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt018577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018912
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt018577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059214
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046426
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08430
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010289
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0928
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0931
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02499
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SUPPLIES, EQUIPMENT, SCHOOL PROGRAMS & EDUCATIONAL FIELD TRIPS; STUDENT ENRICHMENT; CANDA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION; STUDENT ENRICHMENT; RICHMOND ELEMENTARY SCHOOL: 466 RICHMOND AVE SE, SALEM, OR, 97301; NON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATION & INSURANCE 1447.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KINNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05033993136
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CANDALARIA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0CAND
ReturnHeader/Filer/EIN0911849275
ReturnHeader/Filer/PhoneNum05033993136
ReturnHeader/Filer/USAddress/AddressLine1Txt0935 HANSEN AVE S
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0973025921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEFOR RAPP & HOLLAND LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02735 12TH ST SE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0973023158
ReturnHeader/PreparerPersonGrp/PhoneNum05033645851
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY L RAPP CPA
ReturnHeader/ReturnTs02016-11-15T13:34:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$65.2$65.2$69.8$67.6$2.15
2024Detailed filing. Detailed filing data is available for this year.$63.1$63.1$67.2$42.0$25.2
2023Detailed filing. Detailed filing data is available for this year.$37.9$37.9$34.1$31.8$2.21
2022Detailed filing. Detailed filing data is available for this year.$35.7$35.7$33.0$40.4$7.34
2021Detailed filing. Detailed filing data is available for this year.$43.0$43.0$0.97$11.4$10.5
2020Detailed filing. Detailed filing data is available for this year.$53.5$53.5$31.1$30.6$0.49
2019Detailed filing. Detailed filing data is available for this year.$53.0$53.0$46.5$32.9$13.6
2018Detailed filing. Detailed filing data is available for this year.$39.4$39.4$44.9$39.4$5.59
2017Detailed filing. Detailed filing data is available for this year.$33.9$33.9$49.3$41.9$7.47
2016Detailed filing. Detailed filing data is available for this year.$26.4$26.4$51.6$73.2$21.5
2015Detailed filing. Detailed filing data is available for this year.$47.9$47.9$43.7$33.7$10.0
2014Detailed filing. Detailed filing data is available for this year.$37.9$37.9$39.0$36.7$2.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.6$35.6$40.5$42.9$2.38
2012Summary only. Only limited summary data is available for this year.$38.0$0.00$61.6$42.1$19.6
2011Summary only. Only limited summary data is available for this year.$18.4$0.00$45.9$40.3$5.64