Civic Intelligence

Beach Elementary School

990EZ • Fiscal year 2023 • EIN 93-1256837

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 04, 2023

1710 N Humboldt StPortland, OR 97217-3542

(503) 916-6236

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

2.2%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

49th percentile

3.8%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Assets

Up

$63,397

Up $3,986 (+6.7%) from 2020

Net Assets

Up

$63,397

Up $3,986 (+6.7%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$54,755

Up $5,788 (+12%) from 2020

Expenses

Down

$33,868

Down $80,847 (-70%) from 2020

Net Income

Up

$20,887

Up $86,635 (+132%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $71,046Liabilities 2011: $02011Assets 2012: $83,844Liabilities 2012: $02012Assets 2013: $62,988Liabilities 2013: $02013Assets 2014: $55,128Liabilities 2014: $0Net Assets 2014: $55,1282014Assets 2015: $63,793Liabilities 2015: $02015Assets 2016: $91,161Liabilities 2016: $02016Assets 2017: $63,185Liabilities 2017: $02017Assets 2018: $93,014Net Assets 2018: $93,0142018Assets 2019: $125,159Net Assets 2019: $125,1592019Assets 2020: $59,411Net Assets 2020: $59,4112020Assets 2023: $63,397Liabilities 2023: $0Net Assets 2023: $63,3972023Assets 2024: $76,395Liabilities 2024: $0Net Assets 2024: $76,3952024Assets 2025: $74,556Liabilities 2025: $0Net Assets 2025: $74,5562025

Highlighted filing

2023

Assets$63,397
Liabilities$0
Net Assets$63,397

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $67,855Expenses 2011: $50,511Net Income 2011: $17,3442011Revenue 2012: $73,090Expenses 2012: $60,292Net Income 2012: $12,7982012Revenue 2013: $100,135Expenses 2013: $120,991Net Income 2013: -$20,8562013Revenue 2014: $43,471Expenses 2014: $51,331Net Income 2014: -$7,8602014Revenue 2015: $56,719Expenses 2015: $48,054Net Income 2015: $8,6652015Revenue 2016: $123,100Expenses 2016: $94,536Net Income 2016: $28,5642016Revenue 2017: $91,274Expenses 2017: $126,250Net Income 2017: -$34,9762017Revenue 2018: $109,353Expenses 2018: $79,524Net Income 2018: $29,8292018Revenue 2019: $114,678Expenses 2019: $82,533Net Income 2019: $32,1452019Revenue 2020: $48,967Expenses 2020: $114,715Net Income 2020: -$65,7482020Revenue 2023: $54,755Expenses 2023: $33,868Net Income 2023: $20,8872023Revenue 2024: $57,273Expenses 2024: $45,096Net Income 2024: $12,1772024Revenue 2025: $50,884Expenses 2025: $51,539Net Income 2025: -$6552025

Highlighted filing

2023

Revenue$54,755
Expenses$33,868
Net Income$20,887
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 4, 2023
Return Version
2022v5.0
Gross Receipts
$82,133
Mission and Program Overview

Mission

Support students and staff in the Beach school community

Parent Teacher Association

Program Services

DescriptionGrantsExpenses
Funded the S.E.I. afterschool SUN program that provides after school enrichment. Benefited many students and families in our community.-$23,000
Beach Family Fund providing direct assistance to families in need in our school community. Benefitted 13 families.-$3,086
Teacher Mini Grants reimbursement to teachers for out-of-pocket expenses purchased to bolster and enrich classroom experience and the needs of students. Benefitted 20 teachers.-$3,066
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel ThiemeCo-ChairPT$0--
Kate LefcoCo-ChairPT$0--
Naomi ColeSecretaryPT$0--
Jordan LeaJamesTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$53,775$53,775$1,991$51,784
Beach Rocks$1,935$1,935$751$1,184
Total Events$55,710$55,710$19,823$35,887
Filing and Contact Details

Filer

Filer Name
Beach School PTA
EIN
93-1256837
Phone
5039166236
Address
1710 N HUMBOLDT ST, PORTLAND, OR 97217-3542

Signing Officer

Name
Jordan LeaJames
Title
Treasurer
Signed
2023-11-04
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

SUN School after school enrichment program $23,000. BCU Beach Family Fund direct assistance to families in community $3,087. Discretionary and Contingency Funds. Insurance. Filing and corporation fees.

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher Mini Grants reimbursement to teachers for out-of-pocket expenses purchased to bolster and enrich classroom experience and the needs of students. Benefitted 20 teachers.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUN School after school enrichment program $23,000. BCU Beach Family Fund direct assistance to families in community $3,087. Discretionary and Contingency Funds. Insurance. Filing and corporation fees.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jordan LeaJames
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beach School PTA
ReturnHeader/Filer/BusinessNameControlTxt0BEAC
ReturnHeader/Filer/EIN0931256837
ReturnHeader/Filer/PhoneNum05039166236
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ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972173542
ReturnHeader/ReturnTs02023-11-04T16:56:38Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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