Civic Intelligence

Hallinan Elementary School PTO

990EZ • Fiscal year 2021 • EIN 93-1012680

Aug 01, 2020 to Jul 31, 2021 • Filed on Sep 17, 2021

16800 Hawthorne DrLake Oswego, OR 97034-6349

(503) 534-2353

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-513%

Higher net margin than 3% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-95%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$73,368

Down $26,197 (-26%) from 2020

Net Assets

Down

$73,368

Down $26,197 (-26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$5,107

Down $90,006 (-95%) from 2020

Expenses

Down

$31,304

Down $85,555 (-73%) from 2020

Net Income

Down

-$26,197

Down $4,451 (-20%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $97,094Liabilities 2010: $1,385Net Assets 2010: $95,7092010Assets 2011: $102,182Liabilities 2011: $02011Assets 2012: $140,604Net Assets 2012: $140,6042012Assets 2013: $170,356Net Assets 2013: $170,3562013Assets 2014: $155,233Net Assets 2014: $155,2332014Assets 2015: $155,254Net Assets 2015: $155,2542015Assets 2016: $100,188Liabilities 2016: $02016Assets 2017: $90,698Liabilities 2017: $02017Assets 2018: $66,397Liabilities 2018: $02018Assets 2019: $121,311Liabilities 2019: $02019Assets 2020: $99,565Liabilities 2020: $0Net Assets 2020: $99,5652020Assets 2021: $73,368Liabilities 2021: $0Net Assets 2021: $73,3682021Assets 2022: $77,133Liabilities 2022: $0Net Assets 2022: $77,1332022Assets 2023: $27,470Liabilities 2023: $0Net Assets 2023: $27,4702023Assets 2024: $51,385Liabilities 2024: $0Net Assets 2024: $51,3852024Assets 2025: $72,635Liabilities 2025: $0Net Assets 2025: $72,6352025

Highlighted filing

2021

Assets$73,368
Liabilities$0
Net Assets$73,368

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $53,174Expenses 2010: $34,065Net Income 2010: $19,1092010Revenue 2011: $101,660Expenses 2011: $95,187Net Income 2011: $6,4732011Revenue 2012: $89,031Expenses 2012: $50,609Net Income 2012: $38,4222012Revenue 2013: $121,568Expenses 2013: $91,816Net Income 2013: $29,7522013Revenue 2014: $43,873Expenses 2014: $58,996Net Income 2014: -$15,1232014Revenue 2015: $87,142Expenses 2015: $87,121Net Income 2015: $212015Revenue 2016: $35,687Expenses 2016: $90,753Net Income 2016: -$55,0662016Revenue 2017: $102,345Expenses 2017: $111,835Net Income 2017: -$9,4902017Revenue 2018: $80,861Expenses 2018: $105,162Net Income 2018: -$24,3012018Revenue 2019: $155,072Expenses 2019: $100,158Net Income 2019: $54,9142019Revenue 2020: $95,113Expenses 2020: $116,859Net Income 2020: -$21,7462020Revenue 2021: $5,107Expenses 2021: $31,304Net Income 2021: -$26,1972021Revenue 2022: $82,520Expenses 2022: $78,755Net Income 2022: $3,7652022Revenue 2023: $82,132Expenses 2023: $131,795Net Income 2023: -$49,6632023Revenue 2024: $118,986Expenses 2024: $95,071Net Income 2024: $23,9152024Revenue 2025: $95,693Expenses 2025: $74,443Net Income 2025: $21,2502025

Highlighted filing

2021

Revenue$5,107
Expenses$31,304
Net Income-$26,197
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Sep 17, 2021
Return Version
2020v4.1
Gross Receipts
$6,924
Mission and Program Overview

Mission

To provide support for hallinan elementary school.

Program Services

DescriptionGrantsExpenses
THE PTO PROVIDES AND SUPPORTS EXTRACURRICULAR ACTIVITIES FOR STUDENTS OF HALLINAN ELEMENTARY SCHOOL - ART LITERACY, READING PROGRAMS AND ASSISTANCE TO TEACHERS. THE PTO ALSO PROVIDES EQUIPMENT TO THE SCHOOL.$27,818$28,168
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBI PANNINGPresidentPT$0--
SARAH PADFIELDTreasurerPT$0--
NANCY WAKEFIELD COMMUNICATIONSOfficer - Website-$0--
Filing and Contact Details

Filer

Filer Name
Hallinan Elementary School Pto
EIN
93-1012680
Phone
5035342353
Address
16800 HAWTHORNE DR, LAKE OSWEGO, OR 97034-6349

Signing Officer

Name
Sarah Padfield
Title
Treasurer
Phone
5035342353
Signed
2021-09-17

Preparer

Firm
Gary Mcgee & Co Llp
Address
1000 SW BROADWAY SUITE 1200, PORTLAND, OR 97205
Preparer
Yee Lee Mcgee
Phone
5032222515
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 5.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 3,316. Returns and allowances: 0. Less cost of goods sold: 1,817. Gross profit: 1,499. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 1,817. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 1,817.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education related and extracurricular support. Grantee name: hallinan elementary school. Grantee address: 16800 hawthorne drive lake oswego, or 97034. Property description: school and education related items. Book value of property: 25,158. Date of gift: various. Amount given: 25,158.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: extracurricular support. Grantee name: students of hallinan elementary school. Property description: school yearbooks and reduced lunch payments. Book value of property: 2,300. Date of gift: various. Amount given: 2,300.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: field trip and curriculum enrichment support. Grantee name: lake oswego school district. Grantee address: p.o box 70 lake oswego, or 97034. Date of gift: 11/29/20. Amount given: 360. Total included on form 990-ez, line 10: 27,818.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: supplies. Amount: 350. Description: licenses and fees. Amount: 1,820. Description: processing fees. Amount: 276. Description: insurance. Amount: 425. Total to form 990-ez, line 16: 2,871.

Raw XML Appendix178 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/PrintingPublicationsPostageAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 3,316. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 1,817. GROSS PROFIT: 1,499. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 1,817. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 1,817.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATION RELATED AND EXTRACURRICULAR SUPPORT. GRANTEE NAME: HALLINAN ELEMENTARY SCHOOL. GRANTEE ADDRESS: 16800 HAWTHORNE DRIVE LAKE OSWEGO, OR 97034. PROPERTY DESCRIPTION: SCHOOL AND EDUCATION RELATED ITEMS. BOOK VALUE OF PROPERTY: 25,158. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 25,158.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: EXTRACURRICULAR SUPPORT. GRANTEE NAME: STUDENTS OF HALLINAN ELEMENTARY SCHOOL. PROPERTY DESCRIPTION: SCHOOL YEARBOOKS AND REDUCED LUNCH PAYMENTS. BOOK VALUE OF PROPERTY: 2,300. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: FIELD TRIP AND CURRICULUM ENRICHMENT SUPPORT. GRANTEE NAME: LAKE OSWEGO SCHOOL DISTRICT. GRANTEE ADDRESS: P.O BOX 70 LAKE OSWEGO, OR 97034. DATE OF GIFT: 11/29/20. AMOUNT GIVEN: 360. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 27,818.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: SUPPLIES. AMOUNT: 350. DESCRIPTION: LICENSES AND FEES. AMOUNT: 1,820. DESCRIPTION: PROCESSING FEES. AMOUNT: 276. DESCRIPTION: INSURANCE. AMOUNT: 425. TOTAL TO FORM 990-EZ, LINE 16: 2,871.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH PADFIELD
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALLINAN ELEMENTARY SCHOOL PTO
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ReturnHeader/Filer/EIN0931012680
ReturnHeader/Filer/PhoneNum05035342353
ReturnHeader/Filer/USAddress/AddressLine1Txt016800 HAWTHORNE DR
ReturnHeader/Filer/USAddress/CityNm0LAKE OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0970346349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY MCGEE & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 SW BROADWAY SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05032222515
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YEE LEE MCGEE
ReturnHeader/ReturnTs02021-09-17T12:55:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PADFIELD
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

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.$0.73$0.00$0.73$0.96$0.74$0.21
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.19$0.95$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.82$1.32$0.50
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.83$0.79$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.05$0.31$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.95$1.17$0.22
2019Summary only. Only limited summary data is available for this year.$1.21$0.00$1.55$1.00$0.55
2018Summary only. Only limited summary data is available for this year.$0.66$0.00$0.81$1.05$0.24
2017Summary only. Only limited summary data is available for this year.$0.91$0.00$1.02$1.12$0.09
2016Summary only. Only limited summary data is available for this year.$1.00$0.00$0.36$0.91$0.55
2015Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.87$0.87$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.44$0.59$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$1.70$1.22$0.92$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.41$0.89$0.51$0.38
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.95$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.01$0.96$0.53$0.34$0.19