Civic Intelligence

John Mcloughlin Elementary Ptso

990EZ • Fiscal year 2015 • EIN 93-1303957

Aug 01, 2014 to Jul 31, 2015 • Filed on Aug 25, 2015

Organization ProfileN/A
19230 South End RoadOregon City, OR 97045-9753

(503) 781-5463

Siviq Scores

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

Liabilities / Assets

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

23rd percentile

-10%

Higher net margin than 23% 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

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$33,426

Down $10,339 (-24%) from 2014

Net Assets

Down

$29,989

Down $2,166 (-6.7%) from 2014

Liabilities

Down

$3,437

Down $8,173 (-70%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin23rd percentile

Revenue

Down

$24,705

Down $4,058 (-14%) from 2014

Expenses

Down

$27,271

Down $21,101 (-44%) from 2014

Net Income

Up

-$2,566

Up $17,043 (+87%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$150K$100K$50K$0Assets 2011: $32,967Liabilities 2011: $1,000Net Assets 2011: $31,9672011Assets 2012: $41,342Liabilities 2012: $0Net Assets 2012: $41,3422012Assets 2013: $55,140Liabilities 2013: $3,376Net Assets 2013: $51,7642013Assets 2014: $43,765Liabilities 2014: $11,610Net Assets 2014: $32,1552014Assets 2015: $33,426Liabilities 2015: $3,437Net Assets 2015: $29,9892015Assets 2016: $39,703Liabilities 2016: $12,009Net Assets 2016: $27,6942016Assets 2017: $39,820Liabilities 2017: $13,271Net Assets 2017: $26,5492017Assets 2018: $67,651Net Assets 2018: $67,6512018Assets 2019: $110,911Net Assets 2019: $110,9112019Assets 2020: $139,941Net Assets 2020: $139,9412020Assets 2021: $101,230Liabilities 2021: $0Net Assets 2021: $101,2302021Assets 2022: $92,387Liabilities 2022: $0Net Assets 2022: $92,3872022Assets 2023: $87,324Liabilities 2023: $0Net Assets 2023: $87,3242023Assets 2024: $71,302Liabilities 2024: $0Net Assets 2024: $71,3022024

Highlighted filing

2015

Assets$33,426
Liabilities$3,437
Net Assets$29,989
Open 2015 Filing

Operations Trend

Revenue Growth29th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $32,284Expenses 2011: $31,151Net Income 2011: $1,1332011Revenue 2012: $40,542Expenses 2012: $31,167Net Income 2012: $9,3752012Revenue 2013: $31,711Expenses 2013: $21,289Net Income 2013: $10,4222013Revenue 2014: $28,763Expenses 2014: $48,372Net Income 2014: -$19,6092014Revenue 2015: $24,705Expenses 2015: $27,271Net Income 2015: -$2,5662015Revenue 2016: $17,702Expenses 2016: $19,997Net Income 2016: -$2,2952016Revenue 2017: $5,053Expenses 2017: $6,198Net Income 2017: -$1,1452017Revenue 2018: $70,671Expenses 2018: $47,610Net Income 2018: $23,0612018Revenue 2019: $113,143Expenses 2019: $69,883Net Income 2019: $43,2602019Revenue 2020: $102,093Expenses 2020: $73,063Net Income 2020: $29,0302020Revenue 2021: $5,442Expenses 2021: $44,153Net Income 2021: -$38,7112021Revenue 2022: $58,805Expenses 2022: $67,973Net Income 2022: -$9,1682022Revenue 2023: $18,194Expenses 2023: $14,586Net Income 2023: $3,6082023Revenue 2024: $20,364Expenses 2024: $31,997Net Income 2024: -$11,6332024

Highlighted filing

2015

Revenue$24,705
Expenses$27,271
Net Income-$2,566
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Aug 25, 2015
Return Version
2014v5.0
Gross Receipts
$24,705
Mission and Program Overview

Mission

Provide funds for elementary students

Program Services

DescriptionGrantsExpenses
PROVIDING FUNDS FOR ELEMENTARY SCHOOL STUDENT ACTIVITIES-$27,271
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMIE JARRETTCo-PresidentPT$0--
CARALEE THYGESONTreasurerPT$0--
CARI VANDERCOEVERINGCo-PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
John Mcloughlin Elementary Ptso
EIN
93-1303957
Address
19230 SOUTH END ROAD, OREGON CITY, OR 97045-9753

Signing Officer

Name
Caralee Thygeson
Title
Treasurer
Phone
5037815463
Signed
2015-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Bilby Tax and Accounting LLC
Address
15 - 82nd Drive Ste 221, Gladstone, OR 97027
Preparer
Dave Bilby Sr
Phone
5037234223
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amounteducation assistance 7,866jm technology program 5,000math materials 2,400outdoor school 2,000track rehabiliitation project 1,891student body 1,500reading incentive program 988printing 518hospitality 835fifth grade promotion 489contingency 493babysitting 410activity scholarships 428art literature program 376field day 397family focus forum 250tax preparation fee 350yearbook 200pbis prizes 200insurance 180bank service charges 104scholastic book sales 127office supplies 109miscellaneous expenses 160”

Other changes in net assets or fund balances Part I line 20

“Description amountreconciliation difference 400”

Description of total liabilities Part II line 26

“Category beginning of year end of yearcontinual funds 11,610 3,437”

Raw XML Appendix148 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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IRS990EZ/BooksInCareOfDetail/PersonNm0CARALEE THYGESON
IRS990EZ/BooksInCareOfDetail/PhoneNum05037815463
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019230 SOUTH END ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OREGON CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0970459753
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043765
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2566
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029989
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029989
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMIE JARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARALEE THYGESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARI VANDERCOEVERING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0400
IRS990EZ/OtherExpensesTotalAmt027271
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDS FOR ELEMENTARY STUDENTS
IRS990EZ/ProgramServiceRevenueAmt024342
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING FUNDS FOR ELEMENTARY SCHOOL STUDENT ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027271
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011610
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03437
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027271
IRS990EZ/TotalProgramServiceExpensesAmt027271
IRS990EZ/TotalRevenueAmt024705
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08854
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt024343
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt027792
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt025285
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt039442
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt032284
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0149146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0158000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032284
IRS990ScheduleA/Total509Grp/TotalAmt0158000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031711
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032284
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0158006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTEDUCATION ASSISTANCE 7,866JM TECHNOLOGY PROGRAM 5,000MATH MATERIALS 2,400OUTDOOR SCHOOL 2,000TRACK REHABILIITATION PROJECT 1,891STUDENT BODY 1,500READING INCENTIVE PROGRAM 988PRINTING 518HOSPITALITY 835FIFTH GRADE PROMOTION 489CONTINGENCY 493BABYSITTING 410ACTIVITY SCHOLARSHIPS 428ART LITERATURE PROGRAM 376FIELD DAY 397FAMILY FOCUS FORUM 250TAX PREPARATION FEE 350YEARBOOK 200PBIS PRIZES 200INSURANCE 180BANK SERVICE CHARGES 104SCHOLASTIC BOOK SALES 127OFFICE SUPPLIES 109MISCELLANEOUS EXPENSES 160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTRECONCILIATION DIFFERENCE 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCONTINUAL FUNDS 11,610 3,437
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARALEE THYGESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05037815463
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN MCLOUGHLIN ELEMENTARY PTSO
ReturnHeader/Filer/BusinessNameControlTxt0MCLO
ReturnHeader/Filer/EIN0931303957
ReturnHeader/Filer/USAddress/AddressLine1Txt019230 SOUTH END ROAD
ReturnHeader/Filer/USAddress/CityNm0OREGON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0970459753
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263085624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bilby Tax and Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 - 82nd Drive Ste 221
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gladstone
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097027
ReturnHeader/PreparerPersonGrp/PhoneNum05037234223
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dave Bilby Sr
ReturnHeader/ReturnTs02015-08-25T08:47:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
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
$33,426
Liabilities
$3,437
Net assets
$29,989
Revenue
$24,705
Expenses
$27,271
Net income
-$2,566
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.20$0.32$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.18$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.59$0.68$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.44$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.40$1.40$1.02$0.73$0.29
2019Detailed filing. Detailed filing data is available for this year.$1.11$1.11$1.13$0.70$0.43
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.71$0.48$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.13$0.27$0.05$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.12$0.28$0.18$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.03$0.30$0.25$0.27$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.12$0.32$0.29$0.48$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.03$0.52$0.32$0.21$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.41$0.31$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.01$0.32$0.32$0.31$0.01