Civic Intelligence

Hallinan Elementary School PTO

990EZ • Fiscal year 2022 • EIN 93-1012680

Aug 01, 2021 to Jul 31, 2022 • Filed on Sep 28, 2022

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

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

50th percentile

4.6%

Higher net margin than 50% 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

56th percentile

5.1%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

98th percentile

1516%

Faster revenue growth than 98% of similar nonprofits.

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

Assets

Up

$77,133

Up $3,765 (+5.1%) from 2021

Net Assets

Up

$77,133

Up $3,765 (+5.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$82,520

Up $77,413 (+1516%) from 2021

Expenses

Up

$78,755

Up $47,451 (+152%) from 2021

Net Income

Up

$3,765

Up $29,962 (+114%) from 2021

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

2022

Assets$77,133
Liabilities$0
Net Assets$77,133

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

2022

Revenue$82,520
Expenses$78,755
Net Income$3,765
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Sep 28, 2022
Return Version
2021v4.2
Gross Receipts
$90,623
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 SUCH AS ART LITERACY, READING PROGRAMS AND ASSISTANCE TO TEACHERS. THE PTO ALSO PROVIDES EQUIPMENT TO THE SCHOOL. DURING THE FISCAL YEAR 2021-2022 THE PTO SUPPORTED STUDENTS AND STAFF AT HALLINAN AS THEY TRANSITIONED BACK TO IN-PERSON AND/OR HYBRID LEARNING.$62,645$78,755
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TARA CLASENCo-PresidentPT$0--
SHELBY SETTERCo-PresidentPT$0--
SYLVIA NAVARROTreasurerPT$0--
AMY VOGLERTreasurer - ElectPT$0--
FALLON MERTZSecretaryPT$0--
ERIN SAYLORPresident AdvisorPT$0--
RACHEL BEESONVolunteer CoordinatorPT$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
Sylvia Navarro
Title
Treasurer
Phone
5035342353
Signed
2022-09-28

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: 12,658. Returns and allowances: 0. Less cost of goods sold: 8,103. Gross profit: 4,555. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 8,103. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 8,103.

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: 61,200. Date of gift: various. Amount given: 58,516.

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: 4,129. Date of gift: various. Amount given: 4,129. Total included on form 990-ez, line 10: 62,645.

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

Description: fundraising expense. Amount: 10,097. Description: supplies. Amount: 651. Description: licenses and fees. Amount: 2,021. Description: processing fees. Amount: 2,207. Description: insurance. Amount: 425. Total to form 990-ez, line 16: 15,401.

Raw XML Appendix201 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/PersonNm6RACHEL BEESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER - ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VOLUNTEER COORDINATOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR HALLINAN ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTO PROVIDES AND SUPPORTS EXTRACURRICULAR ACTIVITIES FOR STUDENTS OF HALLINAN ELEMENTARY SCHOOL SUCH AS ART LITERACY, READING PROGRAMS AND ASSISTANCE TO TEACHERS. THE PTO ALSO PROVIDES EQUIPMENT TO THE SCHOOL. DURING THE FISCAL YEAR 2021-2022 THE PTO SUPPORTED STUDENTS AND STAFF AT HALLINAN AS THEY TRANSITIONED BACK TO IN-PERSON AND/OR HYBRID LEARNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062645
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 12,658. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 8,103. GROSS PROFIT: 4,555. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 8,103. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 8,103.
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: 61,200. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 58,516.
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: 4,129. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 4,129. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 62,645.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: FUNDRAISING EXPENSE. AMOUNT: 10,097. DESCRIPTION: SUPPLIES. AMOUNT: 651. DESCRIPTION: LICENSES AND FEES. AMOUNT: 2,021. DESCRIPTION: PROCESSING FEES. AMOUNT: 2,207. DESCRIPTION: INSURANCE. AMOUNT: 425. TOTAL TO FORM 990-EZ, LINE 16: 15,401.
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 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.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SYLVIA NAVARRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035342353
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALLINAN ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0HALL
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097205
ReturnHeader/PreparerPersonGrp/PhoneNum05032222515
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YEE LEE MCGEE
ReturnHeader/ReturnTs02022-09-28T13:42:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SYLVIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NAVARRO
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

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