Civic Intelligence

Willamette Primary PTA

990 • Fiscal year 2017 • EIN 93-1236371

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

Organization ProfileN/A
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

54th 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

54th 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

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

90th percentile

83%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

97th percentile

221%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$155,962

Up $70,518 (+83%) from 2016

Net Assets

Up

$155,962

Up $70,518 (+83%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin92nd percentile

Revenue

Up

$139,270

Up $95,902 (+221%) from 2016

Expenses

Up

$68,667

Up $4,577 (+7.1%) from 2016

Net Income

Up

$70,603

Up $91,325 (+441%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2017

Assets$155,962
Liabilities$0
Net Assets$155,962
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$139,270
Expenses$68,667
Net Income$70,603
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$207,827
Mission and Program Overview

Mission

STUDENT ADVOCACY

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$85,444$155,962▲ $70,518
Rtn Earn Endowment Incm Other Fnds$85,444$155,962▲ $70,518
Total Assets$85,444$155,962▲ $70,518
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$85,444$155,962▲ $70,518
Total Liabilities and Net Assets / Fund Balance$85,444$155,962▲ $70,518
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kimberly GravesPresident
Jaime McgrawSecretary
Casandra PundykTreasurer
Lonnie SectonVice P
Revenue and Support

Revenue Composition

Contributions and Grants
$123,189
Program Service Revenue
$0
Investment Income
$7
Other Revenue
$16,074
All Other Contributions
$34,835
Change in Net Assets
$70,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,072
Other Expenses$5,595
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,072--$63,072
Other Expenses$0$1,910$0$1,910
Office Expenses$0$1,463$0$1,463
Fees for Services Accounting$0$390$0$390
Total Functional Expenses$63,072$5,595$0$68,667
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Willamette PrimaryWest Linn, OR-Prog Advocacy$63,072
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,032
Fundraising Direct Expenses$55,716
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$125,761$43,656$31,821$11,835
all others$18,376$18,376$23,895$-5,519
Total Events$144,137$62,032$55,716$6,316
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
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
Casandra Pundyk
Title
Treasurer
Phone
5036737250
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Casandra Pundyk
Formed
2002
Legal Domicile
Or
Voting Board Members
50
Independent Board Members
50
Employees
0
Volunteers
50

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

Pt VI, Line 11B

“available for review”

Form 990EZ, Part I, Line 10

“Support to willamette primary school; grants/support; willamette primary: 1403 12th street, west lin”

Form 990EZ, Part I, Line 16

“Bk and Credit Charges 341.”

Form 990EZ, Part I, Line 16

“Dues 1007.”

Form 990EZ, Part I, Line 16

“Insurance 189.”

Form 990EZ, Part I, Line 16

“Meeting cost 12.”

Form 990EZ, Part I, Line 16

“Office 697.”

Form 990EZ, Part I, Line 16

“PTA 25.”

Form 990EZ, Part I, Line 16

“PTA Software/Accounting 825.”

Form 990EZ, Part I, Line 16

“Oregon tax 84.”

Form 990EZ, Part I, Line 16

“Website fees 15.”

Form 990EZ, Part I, Line 16

“G&A - Pack 504 1910.”

Raw XML Appendix365 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE P
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/FundraisingAmt082105
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt050
IRS990/GrantAmt063072
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063072
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
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IRS990/GrossReceiptsAmt0207827
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt07
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IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembershipDuesAmt06249
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0STUDENT ADVOCACY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt085444
IRS990/NetAssetsOrFundBalancesEOYAmt0155962
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06316
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IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt09758
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Dues/OR tax
IRS990/OtherExpensesGrp/Desc1PTA Expenses
IRS990/OtherExpensesGrp/Desc2Pack 504
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IRS990/OtherExpensesGrp/TotalAmt01007
IRS990/OtherExpensesGrp/TotalAmt1825
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CASANDRA PUNDYK
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IRS990/RelatedEntityInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleI/RecipientTable/RecipientEIN0936000234
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097068
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT TO WILLAMETTE PRIMARY SCHOOL; GRANTS/SUPPORT; WILLAMETTE PRIMARY: 1403 12TH STREET, WEST LIN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bk and Credit Charges 341.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues 1007.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meeting cost 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office 697.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA Software/Accounting 825.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Oregon tax 84.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Website fees 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11G&A - Pack 504 1910.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
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IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt085444
IRS990/TotalAssetsEOYAmt0155962
IRS990/TotalAssetsGrp/BOYAmt085444
IRS990/TotalAssetsGrp/EOYAmt0155962
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0123189
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05595
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063072
IRS990/TotalFunctionalExpensesGrp/TotalAmt068667
IRS990/TotalGrossUBIAmt07
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt085444
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0155962
IRS990/TotalProgramServiceExpensesAmt063072
IRS990/TotalRevenueGrp/ExclusionAmt06316
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09758
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139270
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt07
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt085444
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0155962
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01403 12th Street
IRS990/USAddress/CityNm0West Linn
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IRS990/USAddress/ZIPCd097068
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IRS990/VotingMembersIndependentCnt050
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CASANDRA PUNDYK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036737250
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B361322B576CCEACD25D68D7B4116EC337051D2D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.105.228.242
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:20:06
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/ReturnTs02017-11-06T09:20:14-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,962
Liabilities
$0
Net assets
$155,962
Revenue
$139,270
Expenses
$68,667
Net income
$70,603
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