Civic Intelligence

Jacob Wismer Parent Teacher Organization Inc.

990EZ • Fiscal year 2016 • EIN 93-1320362

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 09, 2016

5477 NW Skycrest ParkwayPortland, OR 97229

(503) 312-0954

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

54th percentile

4.7%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

4.9%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$44,852

Up $4,384 (+11%) from 2015

Net Assets

Up

$44,852

Up $4,384 (+11%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$92,578

Up $4,345 (+4.9%) from 2015

Expenses

Up

$88,194

Up $14,165 (+19%) from 2015

Net Income

Down

$4,384

Down $9,820 (-69%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$44,852
Liabilities-
Net Assets$44,852

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$92,578
Expenses$88,194
Net Income$4,384
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$92,578
Mission and Program Overview

Mission

Supplement educational activities

Program Services

DescriptionGrantsExpenses
BREAK EVEN PROGRAMS & VOLUNTEER SUPPORT-$46,246
CULTURAL ARTS & SCIENCE PROGRAMS - ART & MUSIC FOR CLASSROOMS, SCIENCE FAIR, FIELD TRIPS & ASSEMBLIES-$23,242
GIFTS TO SCHOOL - SCHOOL & ART SUPPLIES, RECESS & PHYSICAL EDCATIONAL EQUIPMENT, FUNDS FOR CLASSROOM USE-$9,414
SCHOOL & COMMUNITY ACTIVITIES - STUDENT FIELD DAY, FIFTH GRADE GRADUATION, VARIETY SHOW-$6,741
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADI GATESPresidentPT$0--
AMY CHARONVP Fundraise-$0--
SARAH SPERBECK-KOENDERSVP Community-$0--
ANGELA BABSTTreasurer-$0--
MEREDITH MANWILLERSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Bradi Gates
Title
President
Signed
2016-11-09

Preparer

Firm
BERNARDS & O'ROURKE PC
Address
38265 NW HARRINGTON ROAD, CORNELIUS, OR 97113
Preparer
Francis J Bernards
Phone
5033246274
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses program expenditures 42,370 fundraising expenditures 2,081 office supply & expense 1,226 oregon justice dept fee 45 school & community activi 6,141 cultural arts & science p 23,242 school room & supplies 9,414 volunteer support 935 scholarship 600 licenses 50 staff appreciation 1,658 miscellaneous expense 4 non-investment depreciation 53 total 87,819

Form 990-ez, Part II, Line 24

1,068 1,068 less accumulated depreciation 1,015 1,068 total 53 0

Form 990-ez, Part III, Line 31

Break even programs & volunteer support

Raw XML Appendix157 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/TitleTxt1VP FUNDRAISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt053
IRS990EZ/OtherExpensesTotalAmt087819
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPLEMENT EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt075201
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL & COMMUNITY ACTIVITIES - STUDENT FIELD DAY, FIFTH GRADE GRADUATION, VARIETY SHOW
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
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM EXPENDITURES 42,370 FUNDRAISING EXPENDITURES 2,081 OFFICE SUPPLY & EXPENSE 1,226 OREGON JUSTICE DEPT FEE 45 SCHOOL & COMMUNITY ACTIVI 6,141 CULTURAL ARTS & SCIENCE P 23,242 SCHOOL ROOM & SUPPLIES 9,414 VOLUNTEER SUPPORT 935 SCHOLARSHIP 600 LICENSES 50 STAFF APPRECIATION 1,658 MISCELLANEOUS EXPENSE 4 NON-INVESTMENT DEPRECIATION 53 TOTAL 87,819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11,068 1,068 LESS ACCUMULATED DEPRECIATION 1,015 1,068 TOTAL 53 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRADI GATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOB WISMER PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0931320362
ReturnHeader/Filer/USAddress/AddressLine1Txt05477 NW SKYCREST PARKWAY
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097229
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931159946
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARDS & O'ROURKE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt038265 NW HARRINGTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORNELIUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097113
ReturnHeader/PreparerPersonGrp/PhoneNum05033246274
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS J BERNARDS
ReturnHeader/ReturnTs02016-11-09T13:37:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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