Civic Intelligence

Forest Hills Elementery School PTO Inc.

990EZ • Fiscal year 2019 • EIN 93-0858044

Aug 01, 2018 to Jul 31, 2019 • Filed on Sep 04, 2019

1133 Andrews RdLake Oswego, OR 97034

(503) 699-2144

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-80%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-59%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$156,250

Down $48,455 (-24%) from 2018

Net Assets

Down

$156,250

Down $48,455 (-24%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$60,273

Down $86,335 (-59%) from 2018

Expenses

Up

$108,728

Up $2,593 (+2.4%) from 2018

Net Income

Down

-$48,455

Down $88,928 (-220%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $87,821Liabilities 2011: $0Net Assets 2011: $87,8212011Assets 2012: $109,854Liabilities 2012: $0Net Assets 2012: $109,8542012Assets 2013: $64,083Liabilities 2013: $0Net Assets 2013: $64,0832013Assets 2014: $114,332Liabilities 2014: $0Net Assets 2014: $114,3322014Assets 2015: $134,296Liabilities 2015: $0Net Assets 2015: $134,2962015Assets 2016: $208,647Liabilities 2016: $0Net Assets 2016: $208,6472016Assets 2017: $164,232Liabilities 2017: $0Net Assets 2017: $164,2322017Assets 2018: $204,705Liabilities 2018: $0Net Assets 2018: $204,7052018Assets 2019: $156,250Liabilities 2019: $0Net Assets 2019: $156,2502019Assets 2020: $153,140Liabilities 2020: $0Net Assets 2020: $153,1402020Assets 2021: $121,293Liabilities 2021: $0Net Assets 2021: $121,2932021Assets 2022: $293,229Liabilities 2022: $0Net Assets 2022: $293,2292022Assets 2023: $228,160Liabilities 2023: $0Net Assets 2023: $228,1602023Assets 2024: $193,294Liabilities 2024: $0Net Assets 2024: $193,2942024Assets 2025: $116,935Liabilities 2025: $0Net Assets 2025: $116,9352025

Highlighted filing

2019

Assets$156,250
Liabilities$0
Net Assets$156,250

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $53,400Expenses 2011: $70,240Net Income 2011: -$16,8402011Revenue 2012: $111,476Expenses 2012: $89,443Net Income 2012: $22,0332012Revenue 2013: $47,301Expenses 2013: $93,072Net Income 2013: -$45,7712013Revenue 2014: $118,019Expenses 2014: $67,770Net Income 2014: $50,2492014Revenue 2015: $94,974Expenses 2015: $75,010Net Income 2015: $19,9642015Revenue 2016: $193,470Expenses 2016: $119,119Net Income 2016: $74,3512016Revenue 2017: $74,978Expenses 2017: $119,393Net Income 2017: -$44,4152017Revenue 2018: $146,608Expenses 2018: $106,135Net Income 2018: $40,4732018Revenue 2019: $60,273Expenses 2019: $108,728Net Income 2019: -$48,4552019Revenue 2020: $69,716Expenses 2020: $72,826Net Income 2020: -$3,1102020Revenue 2021: $7,049Expenses 2021: $38,896Net Income 2021: -$31,8472021Revenue 2022: $260,226Expenses 2022: $88,290Net Income 2022: $171,9362022Revenue 2023: $111,181Expenses 2023: $176,250Net Income 2023: -$65,0692023Revenue 2024: $145,895Expenses 2024: $140,317Net Income 2024: $5,5782024Revenue 2025: $77,031Expenses 2025: $153,390Net Income 2025: -$76,3592025

Highlighted filing

2019

Revenue$60,273
Expenses$108,728
Net Income-$48,455
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Sep 4, 2019
Return Version
2018v3.1
Gross Receipts
$110,056
Mission and Program Overview

Mission

Provide support to students and staff

Provide student and school support

Program Services

DescriptionGrantsExpenses
THE PTO HAS A CURRICULUM ENRICHMENT PROGRAM THAT INCLUDES ART CULTURE AND MUSIC AS WELL AS OTHER PROGRAMS WITHIN THE SCHOOL TO BENEFIT ALL STUDENTS-$33,331
Other program services-$21,533
THE PTO PUTS ON SEVERAL EVENTS THROUGHOUT THE SCHOOL YEAR TO FOSTER SCHOOL PRIDE AND COMMUNITY BUILDING WITHHING THE SCHOOL-$20,307
SCHOOL SUPPLIES AND TEACHER FUNDS-$15,179
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA HANIFANOutgoing PresidentPT$0--
DESI SCHLOTTHAUERIncoming PresidentPT$0--
TRACI WILSONOperations TreasurerPT$0--
AMBER HANSONCompliance TreasurerPT$0--
AMBER AMANDISecretaryPT$0--
SHALINI SRINIVASANCommunicationsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Roundup$33,836$33,836$12,585$21,251
Tree Sale$14,315$14,315$6,966$7,349
Total Events$53,319$53,319$24,012$29,307
Filing and Contact Details

Filer

Filer Name
Forest Hills Elementary School Pto
EIN
93-0858044
Address
1133 ANDREWS RD, LAKE OSWEGO, OR 97034

Signing Officer

Name
Traci Wilson
Title
Operations Trea
Phone
5036992144
Signed
2019-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Shari Anderson CPA
Address
14846 S Brunner Rd, Oregon City, OR 97045
Preparer
Shari Anderson CPA
Phone
5036559964
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity foundation grant grantee district foundation grant relationship none amount 1,500

Description of other expenses Part I line 16

Description amountprogram expenses - events 20,307yearbook 8,707program expenses - curriculum 33,331program expenses - technology 15,008program expenses - school support 15,179program expenses - other 6,525back to school packets 277bank charges 106professional fees 400pto expenses 720insurance 440merchant fees 1,368other expenses 3,000prior year expenses 1,860

Description of other assets Part II line 24

Category beginning of year end of yearscrip inventory 1,607 1,607

Other program services Part III line 31

The pto has several other programs including technology and other support to staff and the broader school community.

Raw XML Appendix211 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMPLIANCE TREASURER
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL SUPPLIES AND TEACHER FUNDS
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IRS990EZ/WebsiteAddressTxt0WWW.FORESTHILLSPTO.ORG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY FOUNDATION GRANT GRANTEE DISTRICT FOUNDATION GRANT RELATIONSHIP NONE AMOUNT 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPROGRAM EXPENSES - EVENTS 20,307YEARBOOK 8,707PROGRAM EXPENSES - CURRICULUM 33,331PROGRAM EXPENSES - TECHNOLOGY 15,008PROGRAM EXPENSES - SCHOOL SUPPORT 15,179PROGRAM EXPENSES - OTHER 6,525BACK TO SCHOOL PACKETS 277BANK CHARGES 106PROFESSIONAL FEES 400PTO EXPENSES 720INSURANCE 440MERCHANT FEES 1,368OTHER EXPENSES 3,000PRIOR YEAR EXPENSES 1,860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARSCRIP INVENTORY 1,607 1,607
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PTO HAS SEVERAL OTHER PROGRAMS INCLUDING TECHNOLOGY AND OTHER SUPPORT TO STAFF AND THE BROADER SCHOOL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OPERATIONS TREA
ReturnHeader/BusinessOfficerGrp/PhoneNum05036992144
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOREST HILLS ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0930858044
ReturnHeader/Filer/USAddress/AddressLine1Txt01133 ANDREWS RD
ReturnHeader/Filer/USAddress/CityNm0LAKE OSWEGO
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.166.94.255
ReturnHeader/FilingSecurityInformation/IPDt02020-06-12
ReturnHeader/FilingSecurityInformation/IPTm014:21:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931226620
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shari Anderson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014846 S Brunner Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oregon City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097045
ReturnHeader/PreparerPersonGrp/PhoneNum05036559964
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shari Anderson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-12T14:20:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

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.$1.17$0.00$1.17$0.77$1.53$0.76
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$1.46$1.40$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$1.11$1.76$0.65
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$2.60$0.88$1.72
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.39$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.70$0.73$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.60$1.09$0.48
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.47$1.06$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.75$1.19$0.44
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.93$1.19$0.74
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.95$0.75$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.18$0.68$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.47$0.93$0.46
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$1.11$0.89$0.22
2011Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.53$0.70$0.17