Civic Intelligence

Jacob Wismer Parent Teacher Organization Inc.

EIN 93-1320362 • 501(c)3 • Portland, OR

Pub. 78 Eligible

Profile

Supplement educational activities

5477 NW Skycrest ParkwayPortland, OR 97229

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

35th percentile

-6.1%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

47th percentile

-3.1%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

2.8%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$136,227

Down $4,398 (-3.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$136,227

Down $4,398 (-3.1%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$72,156

Up $1,988 (+2.8%) from 2023

Expenses

Up

$76,555

Up $23,708 (+45%) from 2023

Net Income

Down

-$4,399

Down $21,720 (-125%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $27,623Net Assets 2011: $27,6232011Assets 2012: $29,845Net Assets 2012: $29,8452012Assets 2013: $51,956Liabilities 2013: $02013Assets 2014: $26,265Net Assets 2014: $26,2652014Assets 2015: $40,468Net Assets 2015: $40,4682015Assets 2016: $44,852Net Assets 2016: $44,8522016Assets 2017: $66,747Net Assets 2017: $66,7472017Assets 2018: $40,331Net Assets 2018: $40,3312018Assets 2019: $58,237Net Assets 2019: $58,2372019Assets 2020: $84,947Net Assets 2020: $84,9472020Assets 2021: $94,337Net Assets 2021: $94,3372021Assets 2022: $123,305Net Assets 2022: $123,3052022Assets 2023: $140,625Net Assets 2023: $140,6252023Assets 2024: $136,227Net Assets 2024: $136,2272024

Highlighted filing

2024

Assets$136,227
Liabilities-
Net Assets$136,227
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $85,562Expenses 2011: $88,538Net Income 2011: -$2,9762011Revenue 2012: $101,431Expenses 2012: $99,209Net Income 2012: $2,2222012Revenue 2013: $127,338Expenses 2013: $105,227Net Income 2013: $22,1112013Revenue 2014: $141,277Expenses 2014: $166,967Net Income 2014: -$25,6902014Revenue 2015: $88,233Expenses 2015: $74,029Net Income 2015: $14,2042015Revenue 2016: $92,578Expenses 2016: $88,194Net Income 2016: $4,3842016Revenue 2017: $69,824Expenses 2017: $47,928Net Income 2017: $21,8962017Revenue 2018: $96,645Expenses 2018: $123,062Net Income 2018: -$26,4172018Revenue 2019: $120,042Expenses 2019: $102,137Net Income 2019: $17,9052019Revenue 2020: $123,884Expenses 2020: $97,174Net Income 2020: $26,7102020Revenue 2021: $50,704Expenses 2021: $41,315Net Income 2021: $9,3892021Revenue 2022: $80,934Expenses 2022: $51,967Net Income 2022: $28,9672022Revenue 2023: $70,168Expenses 2023: $52,847Net Income 2023: $17,3212023Revenue 2024: $72,156Expenses 2024: $76,555Net Income 2024: -$4,3992024

Highlighted filing

2024

Revenue$72,156
Expenses$76,555
Net Income-$4,399
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$136,227
Liabilities
-
Net assets
$136,227
Revenue
$72,156
Expenses
$76,555
Net income
-$4,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.72$0.77$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.70$0.53$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.81$0.52$0.29
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.51$0.41$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.85$1.24$0.97$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.58$1.20$1.02$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.97$1.23$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.70$0.48$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.93$0.88$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.88$0.74$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.26$1.41$1.67$0.26
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$1.27$1.05$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$1.01$0.99$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$0.86$0.89$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 21, 2024
Return Version
2023v6.0
Gross Receipts
$72,156
Mission and Program Overview

Mission

Supplement educational activities

Program Services

DescriptionGrantsExpenses
GIFTS TO SCHOOL - SCHOOL & ART SUPPLIES, RECESS & PHYSICAL EDCATIONAL EQUIPMENT, FUNDS FOR CLASSROOM USE-$26,296
SCHOOL & COMMUNITY ACTIVITIES - STUDENT FIELD DAY, FIFTH GRADE GRADUATION, VARIETY SHOW-$26,269
CULTURAL ARTS & SCIENCE PROGRAMS - ART & MUSIC FOR CLASSROOMS, SCIENCE FAIR, FIELD TRIPS & ASSEMBLIES-$21,192
BREAK EVEN PROGRAMS & VOLUNTEER SUPPORT-$2,569
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELBY ELLISVP Fundraisi-$0--
NIDHI TALWARVP Community-$0--
SUNNY LUCICHTreasurerPT$0--
AMANDA CHOISecretaryPT$0--
HELEN THORNHILLPresidentPT$0--
ANNIE BOEKVolunteer Co-$0--
KEELEY GOLDSTEINVP Of Commun-$0--
TAMAR SHURMember At La-$0--
Filing and Contact Details

Filer

Filer Name
Jacob Wismer Parent Teacher
EIN
93-1320362
Phone
5033562150
Address
5477 NW SKYCREST PARKWAY, PORTLAND, OR 97229

Signing Officer

Name
Sunny Lucich
Title
Treasurer
Phone
5033562150
Signed
2024-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Block Advisors
Address
PO BOX 220, BANKS, OR 97106
Preparer
Patrick J Orourke
Phone
5033246274
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 1,330 insurance 689 oregon dept of justice 104 cultural arts & science 6,376 school room & supplies 26,296 scholarships 1,500 volunteer support 305 school & community activi 24,464 program expenditures 14,816 licenses & permits 125 total 76,005”

Form 990-ez, Part II, Line 24

“1,068 1,068 less accumulated depreciation 1,068 1,068 total 0 0”

Form 990-ez, Part III, Line 31

“Break even programs & volunteer support”

Raw XML Appendix166 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHELBY ELLIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA CHOI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HELEN THORNHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNIE BOEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEELEY GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TAMAR SHUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP COMMUNITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP OF COMMUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt076005
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPLEMENT EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt071850
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GIFTS TO SCHOOL - SCHOOL & ART SUPPLIES, RECESS & PHYSICAL EDCATIONAL EQUIPMENT, FUNDS FOR CLASSROOM USE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CULTURAL ARTS & SCIENCE PROGRAMS - ART & MUSIC FOR CLASSROOMS, SCIENCE FAIR, FIELD TRIPS & ASSEMBLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3BREAK EVEN PROGRAMS & VOLUNTEER SUPPORT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt221192
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076555
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0306
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,330 INSURANCE 689 OREGON DEPT OF JUSTICE 104 CULTURAL ARTS & SCIENCE 6,376 SCHOOL ROOM & SUPPLIES 26,296 SCHOLARSHIPS 1,500 VOLUNTEER SUPPORT 305 SCHOOL & COMMUNITY ACTIVI 24,464 PROGRAM EXPENDITURES 14,816 LICENSES & PERMITS 125 TOTAL 76,005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11,068 1,068 LESS ACCUMULATED DEPRECIATION 1,068 1,068 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BREAK EVEN PROGRAMS & VOLUNTEER SUPPORT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05033562150
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOB WISMER PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0931320362
ReturnHeader/Filer/PhoneNum05033562150
ReturnHeader/Filer/USAddress/AddressLine1Txt05477 NW SKYCREST PARKWAY
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ReturnHeader/PreparerPersonGrp/PhoneNum05033246274
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J OROURKE
ReturnHeader/ReturnTs02025-07-21T16:53:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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