Civic Intelligence

Banks Buxton Elementary Schools Parent Teacher Organization

990EZ • Fiscal year 2016 • EIN 93-0858034

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 30, 2016

PO Box 515Banks, OR 97106

(503) 324-3710

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

66th percentile

11%

Higher net margin than 66% 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

55th percentile

4.6%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

62nd percentile

9.2%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Up

$38,092

Up $1,669 (+4.6%) from 2015

Net Assets

Up

$38,092

Up $1,669 (+4.6%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$14,596

Up $1,224 (+9.2%) from 2015

Expenses

Up

$12,927

Up $2,958 (+30%) from 2015

Net Income

Down

$1,669

Down $1,734 (-51%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $24,955Liabilities 2011: $02011Assets 2012: $23,825Net Assets 2012: $23,8252012Assets 2013: $23,517Net Assets 2013: $23,5172013Assets 2014: $33,020Net Assets 2014: $33,0202014Assets 2015: $36,423Net Assets 2015: $36,4232015Assets 2016: $38,092Net Assets 2016: $38,0922016Assets 2017: $42,503Net Assets 2017: $42,5032017Assets 2018: $29,298Net Assets 2018: $29,2982018

Highlighted filing

2016

Assets$38,092
Liabilities-
Net Assets$38,092

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $54,519Expenses 2011: $46,839Net Income 2011: $7,6802011Revenue 2012: $59,335Expenses 2012: $60,465Net Income 2012: -$1,1302012Revenue 2013: $51,707Expenses 2013: $52,015Net Income 2013: -$3082013Revenue 2014: $56,736Expenses 2014: $47,233Net Income 2014: $9,5032014Revenue 2015: $13,372Expenses 2015: $9,969Net Income 2015: $3,4032015Revenue 2016: $14,596Expenses 2016: $12,927Net Income 2016: $1,6692016Revenue 2017: $19,266Expenses 2017: $14,855Net Income 2017: $4,4112017Revenue 2018: $10,394Expenses 2018: $23,599Net Income 2018: -$13,2052018

Highlighted filing

2016

Revenue$14,596
Expenses$12,927
Net Income$1,669
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 30, 2016
Return Version
2015v2.1
Gross Receipts
$30,201
Mission and Program Overview

Mission

To provide support to the jr high and elementary school in the form of a parent-teacher organization.

Program Services

DescriptionGrantsExpenses
SUPPORT OF CLASSROOM ACTIVITIES AND SCHOOL EVENTS.-$12,146
THE ORGANIZATION PROVIDES EXTRA ACTIVITIES FOR THE JR HIGH & ELEMENTARY SCHOOL BY RAISING MONEY TO ACCOMPLISH THOSE GOALS.-$671
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI HECKENBERGPresident-$0--
SUE BAIRTreasurer-$0--
JENNIFER GEORGESecretary 20-$0--
LAURA CARRIERITreasurer Br-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pto Events$19,138$19,138$12,608$6,530
Brave Run Incom$5,519$5,519$2,997$2,522
Total Events$24,657$24,657$15,605$9,052
Filing and Contact Details

Filer

Filer Name
Banks Elementary School Pto
EIN
93-0858034
Address
PO BOX 515, BANKS, OR 97106

Signing Officer

Name
Heidi Heckenberg
Title
President
Signed
2016-09-30
Discuss with paid preparer
Yes

Preparer

Firm
BERNARDS & O'ROURKE PC
Address
38265 NW HARRINGTON ROAD, CORNELIUS, OR 97113
Preparer
Francis J Bernards
Phone
5033246274
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 437 sec of state 100 administrative expenses 537 insurance 465 oregon dept of justice ta 10 school support 5,033 teacher apprec 529 repairs & maintenance 38 miscellaneous expense 198 junior high funds 1,788 funding requests 3,586 non-investment depreciation 206 total 12,927

Form 990-ez, Part II, Line 24

Inventories for sale or use 680 823 1,444 1,444 less accumulated depreciation 1,152 1,358 total 972 909

Form 990-ez, Part III

To provide support to the jr high and elementary school in the form of a parent-teacher organization.

Form 990-ez, Part III, Line 31

The organization provides extra activities for the jr high & elementary school by raising money to accomplish those goals.

Raw XML Appendix165 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/PersonNm0SUSAN BAIR
IRS990EZ/BooksInCareOfDetail/PhoneNum05033243710
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 515 BANKS OR 97106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 515
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BANKS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036423
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE BAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA CARRIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY 20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER BR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0972
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0909
IRS990EZ/OtherExpensesTotalAmt012927
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO THE JR HIGH AND ELEMENTARY SCHOOL IN THE FORM OF A PARENT-TEACHER ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF CLASSROOM ACTIVITIES AND SCHOOL EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION PROVIDES EXTRA ACTIVITIES FOR THE JR HIGH & ELEMENTARY SCHOOL BY RAISING MONEY TO ACCOMPLISH THOSE GOALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012146
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1671
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015605
IRS990EZ/SpecialEventsNetIncomeLossAmt09052
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012927
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IRS990EZ/TotalRevenueAmt014596
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02577
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031111
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011327
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt030536
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019138
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt025670
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt045292
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt038485
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt040820
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0169405
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030201
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0231052
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PTO EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BRAVE RUN INCOM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019138
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05519
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024657
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09052
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015605
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012608
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 437 SEC OF STATE 100 ADMINISTRATIVE EXPENSES 537 INSURANCE 465 OREGON DEPT OF JUSTICE TA 10 SCHOOL SUPPORT 5,033 TEACHER APPREC 529 REPAIRS & MAINTENANCE 38 MISCELLANEOUS EXPENSE 198 JUNIOR HIGH FUNDS 1,788 FUNDING REQUESTS 3,586 NON-INVESTMENT DEPRECIATION 206 TOTAL 12,927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 680 823 1,444 1,444 LESS ACCUMULATED DEPRECIATION 1,152 1,358 TOTAL 972 909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE SUPPORT TO THE JR HIGH AND ELEMENTARY SCHOOL IN THE FORM OF A PARENT-TEACHER ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES EXTRA ACTIVITIES FOR THE JR HIGH & ELEMENTARY SCHOOL BY RAISING MONEY TO ACCOMPLISH THOSE GOALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI HECKENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANKS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0BANK
ReturnHeader/Filer/EIN0930858034
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 515
ReturnHeader/Filer/USAddress/CityNm0BANKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931159946
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARDS & O'ROURKE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt038265 NW HARRINGTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORNELIUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097113
ReturnHeader/PreparerPersonGrp/PhoneNum05033246274
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS J BERNARDS
ReturnHeader/ReturnTs02016-09-30T17:52:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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