Civic Intelligence

Mount Scott Parent Teacher Organization

990EZ • Fiscal year 2017 • EIN 93-1010259

Jul 01, 2016 to Jun 30, 2017 • Filed on Jun 07, 2018

11201 SE Stevens RoadHappy Valley, OR 97086

(503) 557-1040

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

60th percentile

8.4%

Higher net margin than 60% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% 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

58th percentile

7.0%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

56th percentile

5.0%

Faster revenue growth than 56% of similar nonprofits.

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

Assets

Up

$31,617

Up $2,071 (+7.0%) from 2016

Net Assets

Up

$31,617

Up $2,071 (+7.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$24,740

Up $1,182 (+5.0%) from 2016

Expenses

Down

$22,669

Down $3,758 (-14%) from 2016

Net Income

Up

$2,071

Up $4,940 (+172%) 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: $31,093Liabilities 2011: $02011Assets 2012: $37,952Net Assets 2012: $37,9522012Assets 2013: $41,558Liabilities 2013: $0Net Assets 2013: $41,5582013Assets 2014: $41,344Liabilities 2014: $0Net Assets 2014: $41,3442014Assets 2015: $32,415Liabilities 2015: $0Net Assets 2015: $32,4152015Assets 2016: $29,546Liabilities 2016: $0Net Assets 2016: $29,5462016Assets 2017: $31,617Liabilities 2017: $0Net Assets 2017: $31,6172017Assets 2018: $25,206Liabilities 2018: $0Net Assets 2018: $25,2062018

Highlighted filing

2017

Assets$31,617
Liabilities$0
Net Assets$31,617

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $26,229Expenses 2011: $15,503Net Income 2011: $10,7262011Revenue 2012: $15,864Expenses 2012: $9,005Net Income 2012: $6,8592012Revenue 2013: $19,914Expenses 2013: $16,308Net Income 2013: $3,6062013Revenue 2014: $20,652Expenses 2014: $20,866Net Income 2014: -$2142014Revenue 2015: $20,414Expenses 2015: $29,343Net Income 2015: -$8,9292015Revenue 2016: $23,558Expenses 2016: $26,427Net Income 2016: -$2,8692016Revenue 2017: $24,740Expenses 2017: $22,669Net Income 2017: $2,0712017Revenue 2018: $29,232Expenses 2018: $35,643Net Income 2018: -$6,4112018

Highlighted filing

2017

Revenue$24,740
Expenses$22,669
Net Income$2,071
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jun 7, 2018
Return Version
2016v3.0
Gross Receipts
$32,548
Mission and Program Overview

Mission

Support of elementary school.

Program Services

DescriptionGrantsExpenses
Provide funding for field trips, assemblies, class projects, awards, books and classroom supplies. Benefits all current students.$13,452-
Provide technology equipment, playground equipment, computer equipment and theatre equipment. Benefits all current and future students.-$8,547
Provide library resources and facilitate special education programs and resources. Benefits to all current and future students.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole DonnellyPresident-$0--
Cara BrownTreasurer-$0--
Shannon PaulsonSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Eagle Run Jog A Thon$15,054$15,054$2,787$12,267
Carnival$9,964$9,964$674$9,290
Total Events$25,018$25,018$4,278$20,740
Filing and Contact Details

Filer

Filer Name
Mount Scott Parent Teacher Organization
EIN
93-1010259
Phone
5035571040
Address
11201 SE Stevens Road, Happy Valley, OR 97086

Signing Officer

Name
Cara Brown
Title
Treasurer
Signed
2018-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Ronald A Chatterton PC CPA
Address
855 E Berkeley Street, Gladstone, OR 97027
Preparer
Ronald A Chatterton
Phone
5035571040
Supplemental Narrative

Additional Explanations

Other Revenue.1

Tae Kwon Do $25

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: Funding for Music Program | Donee's Name: Mount Scott Elementary School | Donee's Address: 11201 S.E. Stevens Road Happy Valley Or 97086 | Relationship of Donee: Parent Teacher Org. | Description of Property: 36 Chrome Books | Book Value: $7128 | Method Used to Determine BV: Cost | Fair Market Value: $7128

Other Expenses.1002

Office Expenses $70

Other Expenses.1

Classroom Supplies/ Staff Reim $3698

Other Expenses.2

Scholastic Magazines $2546

Other Expenses.3

Assemblies $2200

Other Expenses.4

Swim Night $1740

Other Expenses.5

PTO Expense $1659

Other Expenses.6

Staff Appreciation $853

Other Expenses.7

Books Project $498

Other Expenses.8

Scholarships $158

Other Expenses.9

Special Projects $100

Other Expenses.10

Oregon CT 12 $10

Raw XML Appendix196 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/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OtherExpensesTotalAmt013532
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide technology equipment, playground equipment, computer equipment and theatre equipment. Benefits all current and future students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013452
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt024132
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt024740
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01800
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0154628
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tae Kwon Do $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: Funding for Music Program | Donee's Name: Mount Scott Elementary School | Donee's Address: 11201 S.E. Stevens Road Happy Valley Or 97086 | Relationship of Donee: Parent Teacher Org. | Description of Property: 36 Chrome Books | Book Value: $7128 | Method Used to Determine BV: Cost | Fair Market Value: $7128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Classroom Supplies/ Staff Reim $3698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Scholastic Magazines $2546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Assemblies $2200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Swim Night $1740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTO Expense $1659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Staff Appreciation $853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Books Project $498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Scholarships $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Special Projects $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Oregon CT 12 $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
ReasonableCauseExplanation/ExplanationTxt0Mt. Scott PTO is a non-profit parent organization established to benefit the students and teachers of Mt. Scott Grade School. Officers turn over quite frequently since this is a volunteer organization and the filing requirement was inadvertently missed in the change of officers.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cara Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNT SCOTT PARENT TEACHER ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0931010259
ReturnHeader/Filer/PhoneNum05035571040
ReturnHeader/Filer/USAddress/AddressLine1Txt011201 SE Stevens Road
ReturnHeader/Filer/USAddress/CityNm0Happy Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097086
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ronald A Chatterton PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0855 E Berkeley Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gladstone
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097027
ReturnHeader/PreparerPersonGrp/PhoneNum05035571040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald A Chatterton
ReturnHeader/ReturnTs02018-06-07T11:39:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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