Civic Intelligence

Westridge Elementary School Parent- Teacher-Student Organization

990 • Fiscal year 2014 • EIN 93-0864873

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

Organization Profilewestridgeptso.wordpress.com
3400 Royce Way97034

(503) 638-0896

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.20x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.11x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

58th percentile

6.6%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-7.5%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$107,991

Down $8,775 (-7.5%) from 2013

Net Assets

Up

$85,991

Up $13,225 (+18%) from 2013

Liabilities

Down

$22,000

Down $22,000 (-50%) from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin58th percentile

Revenue

$199,766

No earlier filing loaded for comparison.

Expenses

Down

$186,541

Down $58,082 (-24%) from 2013

Net Income

$13,225

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$150K$100K$50K$0Assets 2011: $113,350Liabilities 2011: $0Net Assets 2011: $113,3502011Assets 2012: $121,947Liabilities 2012: $0Net Assets 2012: $121,9472012Assets 2013: $116,766Liabilities 2013: $44,000Net Assets 2013: $72,7662013Assets 2014: $107,991Liabilities 2014: $22,000Net Assets 2014: $85,9912014Assets 2015: $64,028Net Assets 2015: $64,0282015Assets 2016: $108,717Net Assets 2016: $108,7172016Assets 2017: $92,417Net Assets 2017: $92,4172017Assets 2018: $84,870Net Assets 2018: $84,8702018Assets 2019: $96,490Net Assets 2019: $96,4902019Assets 2020: $107,717Net Assets 2020: $107,7172020Assets 2021: $92,762Net Assets 2021: $92,7622021Assets 2022: $105,530Net Assets 2022: $105,5302022Assets 2023: $42,252Net Assets 2023: $42,2522023Assets 2024: $46,171Net Assets 2024: $46,1712024Assets 2025: $51,097Net Assets 2025: $51,0972025

Highlighted filing

2014

Assets$107,991
Liabilities$22,000
Net Assets$85,991
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $59,3122011Expenses 2012: $90,1702012Expenses 2013: $244,6232013Revenue 2014: $199,766Expenses 2014: $186,541Net Income 2014: $13,2252014Revenue 2015: $136,951Expenses 2015: $158,914Net Income 2015: -$21,9632015Revenue 2016: $162,277Expenses 2016: $117,588Net Income 2016: $44,6892016Revenue 2017: $134,797Expenses 2017: $151,097Net Income 2017: -$16,3002017Revenue 2018: $125,679Expenses 2018: $133,226Net Income 2018: -$7,5472018Revenue 2019: $171,322Expenses 2019: $159,702Net Income 2019: $11,6202019Revenue 2020: $138,821Expenses 2020: $127,594Net Income 2020: $11,2272020Revenue 2021: $25,232Expenses 2021: $40,187Net Income 2021: -$14,9552021Revenue 2022: $92,656Expenses 2022: $79,888Net Income 2022: $12,7682022Revenue 2023: $63,553Expenses 2023: $126,831Net Income 2023: -$63,2782023Revenue 2024: $137,657Expenses 2024: $133,738Net Income 2024: $3,9192024Revenue 2025: $106,089Expenses 2025: $101,163Net Income 2025: $4,9262025

Highlighted filing

2014

Revenue$199,766
Expenses$186,541
Net Income$13,225
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$269,698
Mission and Program Overview

Mission

To enrich the scholastic experience of all students at westridge elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$72,766$85,991▲ $13,225
Cash and Non-Interest-Bearing Accounts$71,714$85,959▲ $14,245
Pledges and Grants Receivable$44,000$22,000▼ $22,000
Inventories for Sale or Use$1,052$32▼ $1,020
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$116,766$107,991▼ $8,775
Other Assets Total-$0-
Liabilities
Grants Payable$44,000$22,000▼ $22,000
Total Liabilities$44,000$22,000▼ $22,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$72,766$85,991▲ $13,225
Total Liabilities and Net Assets / Fund Balance$116,766$107,991▼ $8,775
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Analeis WeidlichCo-President
Chris BarhyteCo-President
Carrie WoodCo-Volunteer Co
Kari CurryCo-Volunteer Co
Heather DeRosierSecretary
Rachel BorahTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$144,555
Program Service Revenue
$53,386
Investment Income
$0
Other Revenue
$1,825
All Other Contributions
$2,270
Change in Net Assets
$13,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,357
Other Expenses$36,184
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$150,357--$150,357
Fees for Services Accounting-$1,300-$1,300
Insurance-$327-$327
Information Technology-$316-$316
Other Expenses$34,026$46-$46
All Other Expenses-$17-$17
Total Functional Expenses$184,383$2,158$0$186,541
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-6008560--Support Facilities and Technology$150,357
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$69,885
Fundraising Direct Expenses$68,912
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$156,867$56,246$23,064$33,182
Event 2$38,397$11,167$3,310$7,857
Total Events$209,698$67,413$68,880$-1,467
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is prepared by an independent cpa and reviewed and signed by the treasurer prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Article iii(a)(2) of the by-laws states that "general members cannot be contracted with or paid by the westridge ptso. To do so would be construed as a conflict of interest."”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Monthly Financial Statements are posted on a bulletin board at Westridge Elementary School in the public hall. An announcement is made at each board meeting after the statements have been posted. Other governing documents, policies, and financial information are made available upon request.”

Filing and Contact Details

Filer

EIN
93-0864873

Signing Officer

Name
Rachel Borah
Title
Treasurer
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
75

Preparer

Preparer
Thomas L Strong
Phone
5036464800
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: teacher support: provided every teacher with materials in addition to those available through their school budget. These included math games and manipulatives, science materials, books, tapes, art supplies, student prizes and awards, and paper. Underwrote copier lease and maintenance for use by teachers. Other program services 5: community builder: provided activities to enhance the sense of community at the school including the annual carnival, class projects, welcome back night, yearbook, children's theater, and fifth and sixth grade celebrations.”

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0150357
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Westridge Elementary School
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt027230
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt014434
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt05715
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt024581
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03947
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt028528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0156867
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt038397
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014434
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0209698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056246
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067413
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BARN BASH
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1467
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0908
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027282
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023064
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03310
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03124
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04231
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07355
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0150357
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FACILITIES AND TECHNOLOGY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10WESTRIDGE ELEMENTARY S
IRS990ScheduleI/RecipientTable/RecipientEIN0936008560
IRS990ScheduleI/RecipientTable/USAddress/AddressLine103400 Royce Way
IRS990ScheduleI/RecipientTable/USAddress/City0Lake Oswego
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode097034
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL PROJECTS CONSIDERED ARE THOROUGHLY REVIEWED AND ALTERNATIVE FUNDING SOURCES ARE IDENTIFIED BEFORE FUNDING IS APPROVED BY THE BOARD. ONCE APPROVED, THE TREASURER OR STANDING COMMITTEE CHAIRPERSON PRESENTS A FULL ACCOUNTING TO THE GENERAL BOARD AS EXPENDITURES ARE MADE. EXPENDITURES ARE ONLY PAID WHEN ACCOMPANIED BY EXPENSE REPORTS AND WRITTEN RECEIPTS, PURCHASE ORDERS OR INVOICES. THE MAJORITY OF THE ORGANIZATION'S GRANTS ARE USED BY THE SCHOOL TO PURCHASE COMPUTER AND PRINTING TECHNOLOGY, CURRICULUM ENRICHMENT, AND TEACHER SUPPORT. THE PTSO'S TECHNOLOGY COMMITTEE REGULARLY MONITORS THE SCHOOL'S COMPUTER EQUIPMENT PURCHASES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: TEACHER SUPPORT: PROVIDED EVERY TEACHER WITH MATERIALS IN ADDITION TO THOSE AVAILABLE THROUGH THEIR SCHOOL BUDGET. THESE INCLUDED MATH GAMES AND MANIPULATIVES, SCIENCE MATERIALS, BOOKS, TAPES, ART SUPPLIES, STUDENT PRIZES AND AWARDS, AND PAPER. UNDERWROTE COPIER LEASE AND MAINTENANCE FOR USE BY TEACHERS. OTHER PROGRAM SERVICES 5: COMMUNITY BUILDER: PROVIDED ACTIVITIES TO ENHANCE THE SENSE OF COMMUNITY AT THE SCHOOL INCLUDING THE ANNUAL CARNIVAL, CLASS PROJECTS, WELCOME BACK NIGHT, YEARBOOK, CHILDREN'S THEATER, AND FIFTH AND SIXTH GRADE CELEBRATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND REVIEWED AND SIGNED BY THE TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ARTICLE III(A)(2) OF THE BY-LAWS STATES THAT "GENERAL MEMBERS CANNOT BE CONTRACTED WITH OR PAID BY THE WESTRIDGE PTSO. TO DO SO WOULD BE CONSTRUED AS A CONFLICT OF INTEREST."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Monthly Financial Statements are posted on a bulletin board at Westridge Elementary School in the public hall. An announcement is made at each board meeting after the statements have been posted. Other governing documents, policies, and financial information are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,991
Liabilities
$22,000
Net assets
$85,991
Revenue
$199,766
Expenses
$186,541
Net income
$13,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.51$1.06$1.01$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.38$1.34$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.64$1.27$0.63
2022Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.93$0.80$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.25$0.40$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.08$1.08$1.39$1.28$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.71$1.60$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.26$1.33$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.92$1.35$1.51$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.09$1.09$1.62$1.18$0.45
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.64$1.37$1.59$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.22$0.86$2.00$1.87$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.44$0.73$2.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.59