Beach Elementary School PTA

990EZ • Fiscal year 2014 • EIN 93-1256837

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 02, 2015

Organization Profile N/A

1710 N Humboldt97217

(503) 916-6236

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-18%

Higher net margin than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-12%

Faster asset growth than 26% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-57%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$55,128

Down $7,860 (-12%) from 2013

Net Assets

$55,128

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin16th percentile

Revenue

Down

$43,471

Down $56,664 (-57%) from 2013

Expenses

Down

$51,331

Down $69,660 (-58%) from 2013

Net Income

-$7,860

Up $12,996 (+62%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

Highlighted filing

2014

Assets$55,128

Liabilities$0

Net Assets$55,128

Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

Highlighted filing

2014

Revenue$43,471

Expenses$51,331

Net Income-$7,860

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Feb 2, 2015
Return Version: 2013v4.0
Gross Receipts: $137,282

Mission and Program Overview

Mission

Parent Teacher Association

To support student life and achievements

Program Services

Description	Grants	Expenses
BASE provided after school enrichment classes including dramaartmusic crafts and physical educationApproximately 300 Beach students participated	-	$31,215
Provided support for school grounds maintenance staff appreciation and awarded mini grants to Beach students	$6,324	$8,817
Provided funding for various school events to promote community building and student enrichment	-	$7,027

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Valerie Pearce	President	PT	$0	-	-
Andee Zeigler	Vice President	PT	$0	-	-
Maribel Gomez	Co-Vice President	PT	$0	-	-
Jennifer Minko	Treasuer	PT	$0	-	-
Paul Anthony	Co-Treasurer	PT	$0	-	-
Lori Hoffman	Secretary	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$66,315	$66,315	$72,409	$-6,094
Event 2	$54,812	$54,812	$21,402	$33,410
Total Events	$121,127	$121,127	$93,811	$27,316

Filing and Contact Details

Filer

EIN: 93-1256837

Signing Officer

Name: Jennifer Minko
Title: Treasuer
Phone: 5039166236
Signed: 2015-02-02
Discuss with paid preparer: No

Preparer

Preparer: Andrea Korsen
Phone: 5037138902

Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Mini Grants Grantee Beach Elementary and Portland PubliAmount 6,324”

Description of other expenses Part I line 16

“Description AmountDues and Subscriptions 808BASE After School program 31,215Clothing Center Expenses 300Annual School Events and Programs 4,439Directory Expenses 265Grounds and Community Outreach 1,898Safety 25Student Aid 100School Support 2,028Staff Appreciation 434Bank Service Charge 8Insurance, License, Fees 230Marketing 635Fundraising Expense 550PTA Meeting Expense 2,041”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPlayground Fund 7,380 7,380”

Raw XML Appendix193 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/State	0	OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Valerie Pearce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Andee Zeigler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Maribel Gomez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Jennifer Minko
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Paul Anthony
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	Lori Hoffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Treasuer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	Secretary
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	7380
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	7380
IRS990EZ/OtherExpensesTotalAmt	0	44976
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	To support student life and achievements
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	BASE provided after school enrichment classes including dramaartmusic crafts and physical educationApproximately 300 Beach students participated
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	Provided funding for various school events to promote community building and student enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	Provided support for school grounds maintenance staff appreciation and awarded mini grants to Beach students
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	6324
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	31215
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	7027
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	8817
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	93811
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	27316
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	OR
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	51331
IRS990EZ/TotalProgramServiceExpensesAmt	0	47059
IRS990EZ/TotalRevenueAmt	0	43471
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	16155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	56447
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	4189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	52165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	149599
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	121127
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	127925
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	385808
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	535407
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	137282
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	66315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	54812
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	Scrip
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	21402
IRS990ScheduleG/SpecialFundraisingEventsInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Activity Mini Grants Grantee Beach Elementary and Portland PubliAmount 6,324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description AmountDues and Subscriptions 808BASE After School program 31,215Clothing Center Expenses 300Annual School Events and Programs 4,439Directory Expenses 265Grounds and Community Outreach 1,898Safety 25Student Aid 100School Support 2,028Staff Appreciation 434Bank Service Charge 8Insurance, License, Fees 230Marketing 635Fundraising Expense 550PTA Meeting Expense 2,041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Category Beginning of Year End of YearPlayground Fund 7,380 7,380
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Description of other assets Part II line 24
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Jennifer Minko
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasuer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5039166236
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Beach Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	BEAC
ReturnHeader/Filer/EIN	0	931256837
ReturnHeader/Filer/USAddress/AddressLine1	0	1710 N Humboldt
ReturnHeader/Filer/USAddress/City	0	Portland
ReturnHeader/Filer/USAddress/State	0	OR
ReturnHeader/Filer/USAddress/ZIPCode	0	97217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	272959989
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	On-Time Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	3800 SW Cedar Hills Blvd Ste 200 E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	97005
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5037138902
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Andrea Korsen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-02-03T15:09:00-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $55,128
Liabilities: $0
Net assets: $55,128
Revenue: $43,471
Expenses: $51,331
Net income: -$7,860

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.75	$0.00	$0.75	$0.51	$0.52	$0.01
2024Detailed filing. Detailed filing data is available for this year.	$0.76	$0.00	$0.76	$0.57	$0.45	$0.12
2023Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.63	$0.55	$0.34	$0.21
2020Detailed filing. Detailed filing data is available for this year.	$0.59		$0.59	$0.49	$1.15	$0.66
2019Detailed filing. Detailed filing data is available for this year.	$1.25		$1.25	$1.15	$0.83	$0.32
2018Detailed filing. Detailed filing data is available for this year.	$0.93		$0.93	$1.09	$0.80	$0.30
2017Summary only. Only limited summary data is available for this year.	$0.63	$0.00		$0.91	$1.26	$0.35
2016Summary only. Only limited summary data is available for this year.	$0.91	$0.00		$1.23	$0.95	$0.29
2015Summary only. Only limited summary data is available for this year.	$0.64	$0.00		$0.57	$0.48	$0.09
2014Detailed filing. Detailed filing data is available for this year.	$0.55	$0.00	$0.55	$0.43	$0.51	$0.08
2013Summary only. Only limited summary data is available for this year.	$0.63	$0.00		$1.00	$1.21	$0.21
2012Summary only. Only limited summary data is available for this year.	$0.84	$0.00		$0.73	$0.60	$0.13
2011Summary only. Only limited summary data is available for this year.	$0.71	$0.00		$0.68	$0.51	$0.17