Civic Intelligence

Westridge Elementary School Parent- Teacher-Student Organization

990EZ • Fiscal year 2022 • EIN 93-0864873

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

267%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$105,530

Up $12,768 (+14%) from 2021

Net Assets

Up

$105,530

Up $12,768 (+14%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$92,656

Up $67,424 (+267%) from 2021

Expenses

Up

$79,888

Up $39,701 (+99%) from 2021

Net Income

Up

$12,768

Up $27,723 (+185%) from 2021

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

2022

Assets$105,530
Liabilities-
Net Assets$105,530
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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

2022

Revenue$92,656
Expenses$79,888
Net Income$12,768
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.1
Gross Receipts
$93,755
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
COMMUNITY BUILDER: PROVIDED FUNDING FOR ACTIVITIES TO ENHANCE THE SENSE OF COMMUNITY AT THE SCHOOL INCLUDING CLASS PROJECTS AND HOLIDAY PARTIES, GREEN COMMITTEE/SCHOOL SUPPLIES, YEARBOOK, SPIRIT WEAR, CHILDREN'S THEATER, AND FIFTH GRADE CELEBRATIONS.-$41,435
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.$27,275$27,275
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.$6,858$6,858
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.$741$741
FACILITIES / TECHNOLOGY IMPROVEMENTS: PURCHASED PLAYGROUND/RECESS EQUIPMENT.$225$225
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEN SINGERPresident-$0--
CRYSTAL METRASTreasurer-$0--
KATIE MCELHANEYAsst Treasurer-$0--
REBECCA WEINSTEINVolunteer Coord-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wildcat Fund$73,401-$1,099-
Total Events$73,401-$1,099$-1,099
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
Emily Lievens
Title
Treasurer
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Young and Company Cpas
Address
11200 SW ALLEN BLVD STE 100, BEAVERTON, OR 97005
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: $35099”

Other Expenses.1002

“Office Expenses $95”

Other Expenses.1003

“Information Technology $1890”

Other Expenses.1012

“Insurance $172”

Other Expenses.1

“Community builder expenses $41435”

Other Expenses.2

“BANK FEES $264”

Other Expenses.3

“Oregon department of justice $59”

Other Expenses.4

“CORPORATE FILING FEE $50”

Raw XML Appendix182 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASST TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEER COORD
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043965
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramServiceRevenueAmt018962
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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 PLAYGROUND/RECESS EQUIPMENT.
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 FUNDING FOR ACTIVITIES TO ENHANCE THE SENSE OF COMMUNITY AT THE SCHOOL INCLUDING CLASS PROJECTS AND HOLIDAY PARTIES, GREEN COMMITTEE/SCHOOL SUPPLIES, YEARBOOK, SPIRIT WEAR, CHILDREN'S THEATER, AND FIFTH GRADE CELEBRATIONS.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0189
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0266
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01099
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: WESTRIDGE ELEMENTARY SCHOOL | Donee's Address: 3400 Royce Way Lake Oswego OR 97034 | Cash Amount Given: $35099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY BUILDER EXPENSES $41435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES $264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OREGON DEPARTMENT OF JUSTICE $59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CORPORATE FILING FEE $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Emily Lievens
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05036464800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas L Strong
ReturnHeader/ReturnTs02022-11-14T17:07:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Emily
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lievens
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,530
Liabilities
-
Net assets
$105,530
Revenue
$92,656
Expenses
$79,888
Net income
$12,768
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