Civic Intelligence

Beaver Acres Elementary School Parent Teacher Organization Inc.

990EZ • Fiscal year 2018 • EIN 93-1184934

Jul 01, 2017 to Jun 30, 2018 • Filed on May 02, 2019

2125 SW 170th AveBeaverton, OR 97006

(503) 467-9639

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

9.7%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$60,429

Up $13,872 (+30%) from 2017

Net Assets

Up

$60,429

Up $13,872 (+30%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$43,012

Up $3,808 (+9.7%) from 2017

Expenses

Down

$29,140

Down $11,973 (-29%) from 2017

Net Income

Up

$13,872

Up $15,781 (+827%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $38,670Liabilities 2012: $02012Assets 2013: $46,628Liabilities 2013: $0Net Assets 2013: $46,6282013Assets 2014: $43,154Liabilities 2014: $0Net Assets 2014: $43,1542014Assets 2015: $46,140Liabilities 2015: $0Net Assets 2015: $46,1402015Assets 2016: $48,466Liabilities 2016: $0Net Assets 2016: $48,4662016Assets 2017: $46,557Liabilities 2017: $0Net Assets 2017: $46,5572017Assets 2018: $60,429Liabilities 2018: $0Net Assets 2018: $60,4292018Assets 2019: $67,901Liabilities 2019: $0Net Assets 2019: $67,9012019Assets 2020: $67,309Liabilities 2020: $0Net Assets 2020: $67,3092020Assets 2021: $57,884Liabilities 2021: $0Net Assets 2021: $57,8842021

Highlighted filing

2018

Assets$60,429
Liabilities$0
Net Assets$60,429

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $31,412Expenses 2012: $24,277Net Income 2012: $7,1352012Revenue 2013: $28,071Expenses 2013: $20,113Net Income 2013: $7,9582013Revenue 2014: $23,380Expenses 2014: $26,854Net Income 2014: -$3,4742014Revenue 2015: $24,465Expenses 2015: $21,479Net Income 2015: $2,9862015Revenue 2016: $29,994Expenses 2016: $27,668Net Income 2016: $2,3262016Revenue 2017: $39,204Expenses 2017: $41,113Net Income 2017: -$1,9092017Revenue 2018: $43,012Expenses 2018: $29,140Net Income 2018: $13,8722018Revenue 2019: $33,375Expenses 2019: $25,903Net Income 2019: $7,4722019Revenue 2020: $19,968Expenses 2020: $20,560Net Income 2020: -$5922020Revenue 2021: $15,713Expenses 2021: $25,138Net Income 2021: -$9,4252021

Highlighted filing

2018

Revenue$43,012
Expenses$29,140
Net Income$13,872
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 2, 2019
Return Version
2017v2.2
Gross Receipts
$66,049
Mission and Program Overview

Mission

Assist Parents&Teachers w Student Educat

Program Services

DescriptionGrantsExpenses
Other program services-$29,140
see Schedule O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather JespersenPresidentPT$0--
Melanie KutterVice President-CommunityPT$0--
Jeanie Zamarripa-LeeVice President-FundraisingPT$0--
Stephanie MyersSecretaryPT$0--
Jennifer LiebTreasurerPT$0--
Jessica GibersonVolunteer CoordinatorPT$0--
Nisha ElliottCommunicationsPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
9 Fdraisers$62,226$62,226$23,037$39,189
Total Events$62,226$62,226$23,037$39,189
Filing and Contact Details

Filer

Filer Name
Beaver Acres Elementary PTO
EIN
93-1184934
Address
2125 SW 170th Ave, Beaverton, OR 97006

Signing Officer

Name
Alison Stone
Title
President
Phone
5034679639
Signed
2019-05-02
Discuss with paid preparer
No

Preparer

Firm
On-Time Accounting LLC
Address
3800 SW Cedar Hills Blvd Ste 241, Beaverton, OR 97005
Preparer
Andrea Korsen
Phone
5037138902
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountMiscellaneous Petty Cash Revenue 272Depreciation recapture Awning 319

Description of other expenses Part I line 16

Description AmountDepreciation from 4562 5,322Enrichment-Classroom Material 7,846Software and Internet 1,245Art Literacy 551School Event and Field Trips 9,596State Registration,License and Tax 100Childcare 600Office Supplies 149Music and PE Special Enrichment 1,225Insurance Event and Liability 444Bank Charges 172Kiln and Pottery Supplies 162Supplies 326Subscriptions 581

Description of other assets Part II line 24

Category Beginning of Year End of YearPlayground Structure 18,659 16,171Audio System 209 125Assets added FY17 Net of Depre 17,700 12,538Cart and Display 0 2,835Music Equipment 0 401

Other program services Part III line 31

Provided almost $8,000.00 to Beaver Acres Elementary staff for reimbursement of supplies purchased with personal funds benefitting approximately 700 students throughout the year. Examples of what these funds cover include:i.Basic classroom supplies (paper, pencils, crayons, etc.)ii.Gym equipmentiii.Supplies for special projectsiv.Curriculum purchases and subscriptionsv.Supplies for STEM projectsFully funded the licensing and supplies for participation in the Beaverton School Districts Art Literacy program, in which volunteers lead age-appropriate art history presentations accompanied by corresponding art projects throughout the year. Funded public film licensing for Beaver Acres Elementary School, allowing staff to show licensed films to their students and allowing our organization to host community social events where licensed films are shown.Provided t-shirts for every student participating in our jog-a-thon fundraiser.Provided prizes and awards for various events and fundraisers throughout the school year.Funded several field trips throughout the school year, including the following highlights:JA Biztown, where 5th graders spend a day running a mock economy and learning about philanthropy, business, government, taxes, and more.Oregon Childrens Theater for 1st graders and 2nd gradersHosted school community events, such as family movie nights, where students and their families come together Organized and funded Beaver Acres Elementary staff appreciation events to thank and honor school staff.Organized volunteers for many events throughout the year, providing the school staff and our organizations members with the help needed to organize and run field trips, fundraisers, instruction, and other events during the year.Funded various school-wide and grade-specific assemblies throughout the year.

Changes to governing documents Part V line 34

Bylaws were updated and approved 10/23/2017Beaver Acres PTO added 3 Board positions:Communication OfficerMiddle School LiasonCommunity Outreach Coordinator

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMiscellaneous Petty Cash Revenue 272Depreciation recapture Awning 319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 5,322Enrichment-Classroom Material 7,846Software and Internet 1,245Art Literacy 551School Event and Field Trips 9,596State Registration,License and Tax 100Childcare 600Office Supplies 149Music and PE Special Enrichment 1,225Insurance Event and Liability 444Bank Charges 172Kiln and Pottery Supplies 162Supplies 326Subscriptions 581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPlayground Structure 18,659 16,171Audio System 209 125Assets added FY17 Net of Depre 17,700 12,538Cart and Display 0 2,835Music Equipment 0 401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Provided almost $8,000.00 to Beaver Acres Elementary staff for reimbursement of supplies purchased with personal funds benefitting approximately 700 students throughout the year. Examples of what these funds cover include:i.Basic classroom supplies (paper, pencils, crayons, etc.)ii.Gym equipmentiii.Supplies for special projectsiv.Curriculum purchases and subscriptionsv.Supplies for STEM projectsFully funded the licensing and supplies for participation in the Beaverton School Districts Art Literacy program, in which volunteers lead age-appropriate art history presentations accompanied by corresponding art projects throughout the year. Funded public film licensing for Beaver Acres Elementary School, allowing staff to show licensed films to their students and allowing our organization to host community social events where licensed films are shown.Provided t-shirts for every student participating in our jog-a-thon fundraiser.Provided prizes and awards for various events and fundraisers throughout the school year.Funded several field trips throughout the school year, including the following highlights:JA Biztown, where 5th graders spend a day running a mock economy and learning about philanthropy, business, government, taxes, and more.Oregon Childrens Theater for 1st graders and 2nd gradersHosted school community events, such as family movie nights, where students and their families come together Organized and funded Beaver Acres Elementary staff appreciation events to thank and honor school staff.Organized volunteers for many events throughout the year, providing the school staff and our organizations members with the help needed to organize and run field trips, fundraisers, instruction, and other events during the year.Funded various school-wide and grade-specific assemblies throughout the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bylaws were updated and approved 10/23/2017Beaver Acres PTO added 3 Board positions:Communication OfficerMiddle School LiasonCommunity Outreach Coordinator
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Changes to governing documents Part V line 34
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ReturnHeader/FilingSecurityInformation/IPTm017:54:23
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ReturnHeader/ReturnTs02019-05-07T17:52:32-04:00
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ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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