Civic Intelligence

Westridge Elementary School Parent- Teacher-Student Organization

990EZ • Fiscal year 2019 • EIN 93-0864873

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 26, 2020

Organization Profilewww.losdschools.org/Page/247
3400 Royce WayLake Oswego, OR 97034

(503) 534-2371

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

57th percentile

6.8%

Higher net margin than 57% 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

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$96,490

Up $11,620 (+14%) from 2018

Net Assets

Up

$96,490

Up $11,620 (+14%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$171,322

Up $45,643 (+36%) from 2018

Expenses

Up

$159,702

Up $26,476 (+20%) from 2018

Net Income

Up

$11,620

Up $19,167 (+254%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2019

Assets$96,490
Liabilities-
Net Assets$96,490
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

2019

Revenue$171,322
Expenses$159,702
Net Income$11,620
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 26, 2020
Return Version
2018v3.1
Gross Receipts
$173,310
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
CURRICULUM ENRICHMENT: PROVIDED ALL STUDENTS WITH ADDITIONAL EDUCATION OUTSIDE NORMAL CLASSROOM ACTIVITIES, SUCH AS ASSEMBLIES, SPEAKERS, CULTURAL STUDIES, FIELD TRIPS, ARTISTS-IN-RESIDENCE, LITERACY AIDS, ETC.$49,865$49,865
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.$47,421-
FACILITIES / TECHNOLOGY IMPROVEMENTS: PURCHASED COMPUTERS AND COMPUTER UPGRADES, IPADS, SOFTWARE AND APPS, CLASSROOM EQUIPMENT, OFFICE EQUIPMENT, AND PLAYGROUND EQUIPMENT FOR USE BY STUDENTS AND TEACHERS.$42,547$42,547
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.$15,274$15,274
ARTS LITERACY: PROVIDED SPEAKERS AND MATERIALS FOR EVERY CLASSROOM FOR MONTHLY ARTS EDUCATION ABOUT ARTISTS, ART STYLES, ART HISTORY, ETC. PROVIDED SUPPLIES FOR HANDS-ON ART ACTIVITY RELATED TO EACH LESSON.$1,224$1,224
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan BusbeePresidentPT$0--
Rachel RittmanCommunicationsPT$0--
Ahnawake KrieseTreasurerPT$0--
Amy KaplanOutgoing Pres.PT$0--
Beth VanderlipVolunteer Coor.PT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wildcat Fund$110,605-$1,063-
Signup Parties/vip Parking$8,536-$726-
Total Events$119,141-$1,789$-1,789
Filing and Contact Details

Filer

Filer Name
Westridge Elementary School Parent-
EIN
93-0864873
Phone
5035342371
Address
3400 Royce Way, Lake Oswego, OR 97034

Signing Officer

Name
Ahnawake Kriese
Title
Treasurer
Signed
2020-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Young and Company Cpas
Address
11200 SW ALLEN BLVD STE 100, BEAVERTON, OR 97005-4823
Preparer
Thomas L Strong
Phone
5036464800
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: WESTRIDGE ELEMENTARY SCHOOL | Donee's Address: 3400 Royce Way Lake Oswego OR 97034 | Cash Amount Given: $108910”

Other Expenses.1002

“Office Expenses $1015”

Other Expenses.1012

“Insurance $172”

Other Expenses.1

“Community builder expenses $47421”

Other Expenses.2

“credit card fees $742”

Other Expenses.3

“MISCELLANEOUS $82”

Other Expenses.4

“CORPORATE FILING FEE $50”

Raw XML Appendix180 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/OfficerDirectorTrusteeEmplGrp/PersonNm4Beth Vanderlip
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt049482
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt021
IRS990EZ/ProgramServiceRevenueAmt052590
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CURRICULUM ENRICHMENT: PROVIDED ALL STUDENTS WITH ADDITIONAL EDUCATION OUTSIDE NORMAL CLASSROOM ACTIVITIES, SUCH AS ASSEMBLIES, SPEAKERS, CULTURAL STUDIES, FIELD TRIPS, ARTISTS-IN-RESIDENCE, LITERACY AIDS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FACILITIES / TECHNOLOGY IMPROVEMENTS: PURCHASED COMPUTERS AND COMPUTER UPGRADES, IPADS, SOFTWARE AND APPS, CLASSROOM EQUIPMENT, OFFICE EQUIPMENT, AND PLAYGROUND EQUIPMENT FOR USE BY STUDENTS AND TEACHERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3TEACHER 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4COMMUNITY 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01224
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.losdschools.org/Page/247
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0171284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0125679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0134797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0162277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0136951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0730988
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WILDCAT FUND
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SIGNUP PARTIES/VIP PARKING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0110605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08536
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01063
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: WESTRIDGE ELEMENTARY SCHOOL | Donee's Address: 3400 Royce Way Lake Oswego OR 97034 | Cash Amount Given: $108910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMUNITY BUILDER EXPENSES $47421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4credit card fees $742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CORPORATE FILING FEE $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ahnawake Kriese
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westridge Elementary School Parent-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Teacher-Student Organization
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0930864873
ReturnHeader/Filer/PhoneNum05035342371
ReturnHeader/Filer/USAddress/AddressLine1Txt03400 Royce Way
ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464051621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNG AND COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011200 SW ALLEN BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAVERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970054823
ReturnHeader/PreparerPersonGrp/PhoneNum05036464800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas L Strong
ReturnHeader/ReturnTs02020-02-26T10:44:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,490
Liabilities
-
Net assets
$96,490
Revenue
$171,322
Expenses
$159,702
Net income
$11,620
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