Civic Intelligence

Banks Buxton Elementary Schools Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 93-0858034

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 18, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$42,503

Up $4,411 (+12%) from 2016

Net Assets

Up

$42,503

Up $4,411 (+12%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$19,266

Up $4,670 (+32%) from 2016

Expenses

Up

$14,855

Up $1,928 (+15%) from 2016

Net Income

Up

$4,411

Up $2,742 (+164%) from 2016

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

2017

Assets$42,503
Liabilities-
Net Assets$42,503

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

2017

Revenue$19,266
Expenses$14,855
Net Income$4,411
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 18, 2017
Return Version
2016v3.0
Gross Receipts
$30,848
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.-$13,998
THE ORGANIZATION PROVIDES EXTRA ACTIVITIES FOR THE JR HIGH & ELEMENTARY SCHOOL BY RAISING MONEY TO ACCOMPLISH THOSE GOALS.-$551
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pto Events$17,236$17,236$6,256$10,980
Brave Run Incom$5,887$5,887$5,326$561
Total Events$23,123$23,123$11,582$11,541
Filing and Contact Details

Filer

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

Signing Officer

Name
Sue Bair
Title
Treasurer
Signed
2017-08-18
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 8

Other revenue 75 total 75

Form 990-ez, Part I, Line 16

Expenses sec of state 50 administrative expenses 246 insurance 465 oregon dept of justice ta 10 school support 5,586 teacher apprec 400 funding requests 8,012 non-investment depreciation 86 total 14,855

Form 990-ez, Part II, Line 24

Inventories for sale or use 823 50 1,444 1,444 less accumulated depreciation 1,358 1,444 total 909 50

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 Appendix174 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/PhoneNum05033243710
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 515 BANKS OR 97106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 515
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BANKS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097106
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEIDI HECKENBERG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEYA WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA CARRIERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY 20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY 20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER BR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0909
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050
IRS990EZ/OtherExpensesTotalAmt014855
IRS990EZ/OtherRevenueTotalAmt075
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/ProgramServiceExpensesAmt013998
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1551
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011582
IRS990EZ/SpecialEventsNetIncomeLossAmt011541
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014855
IRS990EZ/TotalProgramServiceExpensesAmt014549
IRS990EZ/TotalRevenueAmt019266
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02577
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06795
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05520
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt025172
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt017236
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt019138
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt025670
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt045292
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt038485
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0145821
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0201721
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030848
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IRS990ScheduleA/Total509Grp/TotalAmt0201721
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051707
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201721
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011582
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PTO EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BRAVE RUN INCOM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05887
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017236
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05887
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011541
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011582
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 75 TOTAL 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SEC OF STATE 50 ADMINISTRATIVE EXPENSES 246 INSURANCE 465 OREGON DEPT OF JUSTICE TA 10 SCHOOL SUPPORT 5,586 TEACHER APPREC 400 FUNDING REQUESTS 8,012 NON-INVESTMENT DEPRECIATION 86 TOTAL 14,855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 823 50 1,444 1,444 LESS ACCUMULATED DEPRECIATION 1,358 1,444 TOTAL 909 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE SUPPORT TO THE JR HIGH AND ELEMENTARY SCHOOL IN THE FORM OF A PARENT-TEACHER ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE BAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-18
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02107F3BD3B8D98D21EF43BF2B6C4E927C22C151B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId054E62F0ED81239F5558E03324C1FA14F5702B096
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/PreparationDt02017-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS J BERNARDS
ReturnHeader/ReturnTs02017-08-18T10:02:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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