Civic Intelligence

Willamette Primary PTA

990EZ • Fiscal year 2015 • EIN 93-1236371

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization Profilewillamettepta.com
1403 12th StreetWest Linn, OR 97068

(503) 673-7250

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

83%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$106,166

Up $18,992 (+22%) from 2014

Net Assets

Up

$106,166

Up $18,992 (+22%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$83,186

Up $37,620 (+83%) from 2014

Expenses

Up

$64,194

Up $15,391 (+32%) from 2014

Net Income

Up

$18,992

Up $22,229 (+687%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $115,681Liabilities 2011: $02011Assets 2012: $97,958Net Assets 2012: $97,9582012Assets 2013: $90,411Liabilities 2013: $02013Assets 2014: $87,174Net Assets 2014: $87,1742014Assets 2015: $106,166Net Assets 2015: $106,1662015Assets 2016: $85,444Net Assets 2016: $85,4442016Assets 2017: $155,962Liabilities 2017: $0Net Assets 2017: $155,9622017Assets 2018: $130,680Net Assets 2018: $130,6802018Assets 2019: $172,781Net Assets 2019: $172,7812019Assets 2020: $151,982Net Assets 2020: $151,9822020Assets 2021: $113,195Net Assets 2021: $113,1952021Assets 2022: $78,624Net Assets 2022: $78,6242022Assets 2023: $0Net Assets 2023: $332023

Highlighted filing

2015

Assets$106,166
Liabilities-
Net Assets$106,166
Open 2015 Filing

Operations Trend

Revenue Growth91st percentile

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

$200K$100K$0-$100KRevenue 2011: $67,683Expenses 2011: $52,874Net Income 2011: $14,8092011Revenue 2012: $36,896Expenses 2012: $54,619Net Income 2012: -$17,7232012Revenue 2013: $76,476Expenses 2013: $84,023Net Income 2013: -$7,5472013Revenue 2014: $45,566Expenses 2014: $48,803Net Income 2014: -$3,2372014Revenue 2015: $83,186Expenses 2015: $64,194Net Income 2015: $18,9922015Revenue 2016: $43,368Expenses 2016: $64,090Net Income 2016: -$20,7222016Revenue 2017: $139,270Expenses 2017: $68,667Net Income 2017: $70,6032017Revenue 2018: $40,561Expenses 2018: $65,844Net Income 2018: -$25,2832018Revenue 2019: $112,343Expenses 2019: $70,242Net Income 2019: $42,1012019Revenue 2020: $48,572Expenses 2020: $69,371Net Income 2020: -$20,7992020Revenue 2021: $5,884Expenses 2021: $35,590Net Income 2021: -$29,7062021Revenue 2022: $39,022Expenses 2022: $73,593Net Income 2022: -$34,5712022Revenue 2023: $66,967Expenses 2023: $145,558Net Income 2023: -$78,5912023

Highlighted filing

2015

Revenue$83,186
Expenses$64,194
Net Income$18,992
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$153,043
Mission and Program Overview

Mission

STUDENT ADVOCACY

Program Services

DescriptionGrantsExpenses
GRANTS WERE MADE TO THE SCHOOL TO CONTRIBUTE to TECHNOLOGY PROGRAMS, ,IN CLASS PROGRAMS i.e.FOR SCIENCE & ARTS, SOCIAL STUDIES, SUMMER PROGRAM FOR AT-RISK STUDENTS; Field Trips; Music.$53,633$53,633
SUPPORT - SCOUT PROGRAM FOR WILLAMETTE PRIMARY$3,987$3,987
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY VANDERIPEPresident-$0--
MELISSA JUENGERVP-$0--
JENNIFER TABORSecretary-$0--
NICOLE RUSKTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$82,992$59,558-$59,558
Art Fundraiser$6,245$6,245$999$5,246
Total Events$103,714$80,280$59,875$20,405
Filing and Contact Details

Filer

Filer Name
Willamette Primary PTA
EIN
93-1236371
Phone
5036737250
Address
1403 12th Street, West Linn, OR 97068

Signing Officer

Name
Nicole Rusk
Title
Treasurer
Phone
5036737250
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Judith M Cook CPA
Address
22420 McKenzie Court, West Linn, OR 97068-9275
Preparer
Judith M Cook CPA
Phone
5036578046
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“To support programs at willamette primary grants to programs willamette primary school pta 57620.”

Form 990EZ, Part I, Line 16

“Bk and credit charges 319. Dues 960. Meeting cost 36. Office 443. Other admin 1213. Pta 294. Pta software 690. Website fees 8. G&a - pack 504 1464.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NICOLE RUSK
IRS990EZ/BooksInCareOfDetail/PhoneNum05036731403
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01403 12TH AVE WEST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087174
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106166
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057046
IRS990EZ/CostOfGoodsSoldAmt09982
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018992
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0907
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087174
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106166
IRS990EZ/FundraisingGrossIncomeAmt080280
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt057620
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02037
IRS990EZ/GrossReceiptsAmt0153043
IRS990EZ/GrossSalesOfInventoryAmt012019
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt035
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03663
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087174
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106166
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087174
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106166
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY VANDERIPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA JUENGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER TABOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE RUSK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05427
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDENT ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt0240
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS WERE MADE TO THE SCHOOL TO CONTRIBUTE to TECHNOLOGY PROGRAMS, ,IN CLASS PROGRAMS i.e.FOR SCIENCE & ARTS, SOCIAL STUDIES, SUMMER PROGRAM FOR AT-RISK STUDENTS; Field Trips; Music.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT - SCOUT PROGRAM FOR WILLAMETTE PRIMARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053633
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13987
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053633
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13987
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt059875
IRS990EZ/SpecialEventsNetIncomeLossAmt020405
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064194
IRS990EZ/TotalProgramServiceExpensesAmt057620
IRS990EZ/TotalRevenueAmt083186
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://willamettepta.com
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936000234
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0Primary School
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt057620
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Willamette Primary
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt057620
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023434
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023434
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt059875
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Art Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt043530
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt043530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082992
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0103714
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059558
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt080280
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020405
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015346
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016345
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT PROGRAMS AT WILLAMETTE PRIMARY GRANTS TO PROGRAMS WILLAMETTE PRIMARY SCHOOL PTA 57620.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BK AND CREDIT CHARGES 319. DUES 960. MEETING COST 36. OFFICE 443. OTHER ADMIN 1213. PTA 294. PTA SOFTWARE 690. WEBSITE FEES 8. G&A - PACK 504 1464.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE RUSK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036737250
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Willamette Primary PTA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0931236371
ReturnHeader/Filer/PhoneNum05036737250
ReturnHeader/Filer/USAddress/AddressLine1Txt01403 12th Street
ReturnHeader/Filer/USAddress/CityNm0West Linn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Judith M Cook CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022420 McKenzie Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Linn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970689275
ReturnHeader/PreparerPersonGrp/PhoneNum05036578046
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH M COOK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-12T16:29:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,166
Liabilities
-
Net assets
$106,166
Revenue
$83,186
Expenses
$64,194
Net income
$18,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.67$1.46$0.79
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.39$0.74$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.06$0.36$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.52$1.52$0.49$0.69$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.73$1.73$1.12$0.70$0.42
2018Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.41$0.66$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$1.39$0.69$0.71
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.43$0.64$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.83$0.64$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.46$0.49$0.03
2013Summary only. Only limited summary data is available for this year.$0.90$0.00$0.76$0.84$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.98$0.37$0.55$0.18
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.68$0.53$0.15