Civic Intelligence

Templeton Elementary Pso Foundation

990EZ • Fiscal year 2015 • EIN 93-1239097

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 20, 2015

Organization ProfileWWW.TEMPLETONPSO.ORG
9500 SW Murdock StTigard, OR 97224

(503) 307-6081

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$38,995

Down $7,372 (-16%) from 2014

Net Assets

$38,925

No earlier filing loaded for comparison.

Liabilities

Up

$70

Up $70 from 2014

Revenue And Expenses

Revenue

Down

$22,170

Down $6,083 (-22%) from 2014

Expenses

Down

$29,612

Down $3,088 (-9.4%) from 2014

Net Income

Down

-$7,442

Down $2,995 (-67%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $24,738Liabilities 2011: $02011Assets 2012: $24,352Liabilities 2012: $02012Assets 2013: $50,814Liabilities 2013: $02013Assets 2014: $46,367Liabilities 2014: $02014Assets 2015: $38,995Liabilities 2015: $70Net Assets 2015: $38,9252015Assets 2015: $46,833Liabilities 2015: $70Net Assets 2015: $46,7632015Assets 2018: $68,268Net Assets 2018: $68,2682018

Highlighted filing

2015

Assets$38,995
Liabilities$70
Net Assets$38,925
Open 2015 Filing

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $20,758Expenses 2011: $36,536Net Income 2011: -$15,7782011Revenue 2012: $27,897Expenses 2012: $28,283Net Income 2012: -$3862012Revenue 2013: $45,871Expenses 2013: $19,409Net Income 2013: $26,4622013Revenue 2014: $28,253Expenses 2014: $32,700Net Income 2014: -$4,4472014Revenue 2015: $22,170Expenses 2015: $29,612Net Income 2015: -$7,4422015Revenue 2015: $22,170Expenses 2015: $29,612Net Income 2015: -$7,4422015Revenue 2018: $31,674Expenses 2018: $15,954Net Income 2018: $15,7202018

Highlighted filing

2015

Revenue$22,170
Expenses$29,612
Net Income-$7,442
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 20, 2015
Return Version
2014v5.0
Gross Receipts
$22,170
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O-$5,046
SEE SCHEDULE O--
SEE SCHEDULE O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET LIVINGSTONCo-PresidentPT$0--
TIFFANIE WHITECo-PresidentPT$0--
KATIE ROBERTSVice PresidentPT$0--
JACKI ROSSSecretaryPT$0--
ERIN HALETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$15,254$15,254-$15,254
Total Events$15,254$15,254-$15,254
Filing and Contact Details

Filer

Filer Name
Templeton Elementary Pso Foundation
EIN
93-1239097
Phone
5033076081
Address
9500 SW Murdock St, Tigard, OR 97224

Signing Officer

Name
Erin Hale
Title
Treasurer
Phone
5033076081
Signed
2015-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Services of Oregon
Address
PO BOX 3318, Wilsonville, OR 97070-3318
Preparer
Dana Howe Ea
Phone
5037474444
Supplemental Narrative

Additional Explanations

Pt V, Line 35B

“They did not have any unrelated business income”

Form 990EZ, Part I, Line 10

“Program support program support templeton elementary students & families students & teachers 5046. Volunteer support volunteer support templeton elementary students & families 475. Instructional support instructional templeton elementary students & families 3143. Physical activity support physical activity templeton elementary students & families 8002. Curriculum support curriculum support templeton elementary students & families 11614.”

Form 990EZ, Part I, Line 20

“Due to problems with software in 2013-14 and change in bookkeepers and taxpayers, the numbers are not reconciling from 2013-2014. Don't believe cash was lost, feel that expenses were lost in the corrupted software.”

Form 990EZ, Part II, Line 24

“UNKNOWN DEPOSIT 0. 70.”

Form 990EZ, Part II, Line 26

“Money set aside for certain projects 70.”

Raw XML Appendix167 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/BooksInCareOfDetail/USAddress/CityNm0TIGARD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANET LIVINGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIFFANIE WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKI ROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN HALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt070
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt0642
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05046
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt019777
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt070
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029612
IRS990EZ/TotalProgramServiceExpensesAmt05046
IRS990EZ/TotalRevenueAmt022170
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PSO FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TEMPLETONPSO.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt027578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt096342
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019989
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030557
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt084278
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0180620
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022170
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037074
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt035156
IRS990ScheduleA/Total509Grp/TotalAmt0180620
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0180620
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015254
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015254
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0They did not have any unrelated business income
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM SUPPORT PROGRAM SUPPORT TEMPLETON ELEMENTARY STUDENTS & FAMILIES STUDENTS & TEACHERS 5046. VOLUNTEER SUPPORT VOLUNTEER SUPPORT TEMPLETON ELEMENTARY STUDENTS & FAMILIES 475. INSTRUCTIONAL SUPPORT INSTRUCTIONAL TEMPLETON ELEMENTARY STUDENTS & FAMILIES 3143. PHYSICAL ACTIVITY SUPPORT PHYSICAL ACTIVITY TEMPLETON ELEMENTARY STUDENTS & FAMILIES 8002. CURRICULUM SUPPORT CURRICULUM SUPPORT TEMPLETON ELEMENTARY STUDENTS & FAMILIES 11614.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE TO PROBLEMS WITH SOFTWARE IN 2013-14 AND CHANGE IN BOOKKEEPERS AND TAXPAYERS, THE NUMBERS ARE NOT RECONCILING FROM 2013-2014. DON'T BELIEVE CASH WAS LOST, FEEL THAT EXPENSES WERE LOST IN THE CORRUPTED SOFTWARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNKNOWN DEPOSIT 0. 70.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MONEY SET ASIDE FOR CERTAIN PROJECTS 70.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 35b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN HALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05033076081
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMPLETON ELEMENTARY PSO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEMP
ReturnHeader/Filer/EIN0931239097
ReturnHeader/Filer/PhoneNum05033076081
ReturnHeader/Filer/USAddress/AddressLine1Txt09500 SW Murdock St
ReturnHeader/Filer/USAddress/CityNm0Tigard
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970703318
ReturnHeader/PreparerPersonGrp/PhoneNum05037474444
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA HOWE EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-12-20T12:55:17-08:00
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
$38,995
Liabilities
$70
Net assets
$38,925
Revenue
$22,170
Expenses
$29,612
Net income
-$7,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$68.3$68.3$31.7$16.0$15.7
2015Detailed filing. Detailed filing data is available for this year.$46.8$0.07$46.8$22.2$29.6$7.44
2015Detailed filing. Detailed filing data is available for this year.$39.0$0.07$38.9$22.2$29.6$7.44
2014Summary only. Only limited summary data is available for this year.$46.4$0.00$28.3$32.7$4.45
2013Summary only. Only limited summary data is available for this year.$50.8$0.00$45.9$19.4$26.5
2012Summary only. Only limited summary data is available for this year.$24.4$0.00$27.9$28.3$0.39
2011Summary only. Only limited summary data is available for this year.$24.7$0.00$20.8$36.5$15.8