Civic Intelligence

Jacob Wismer Parent Teacher Organization Inc.

990EZ • Fiscal year 2017 • EIN 93-1320362

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 11, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

84th percentile

49%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$66,747

Up $21,895 (+49%) from 2016

Net Assets

Up

$66,747

Up $21,895 (+49%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$69,824

Down $22,754 (-25%) from 2016

Expenses

Down

$47,928

Down $40,266 (-46%) from 2016

Net Income

Up

$21,896

Up $17,512 (+399%) from 2016

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

2017

Assets$66,747
Liabilities-
Net Assets$66,747

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

2017

Revenue$69,824
Expenses$47,928
Net Income$21,896
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$69,824
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-$21,132
CULTURAL ARTS & SCIENCE PROGRAMS - ART & MUSIC FOR CLASSROOMS, SCIENCE FAIR, FIELD TRIPS & ASSEMBLIES-$15,248
BREAK EVEN PROGRAMS & VOLUNTEER SUPPORT-$9,164
SCHOOL & COMMUNITY ACTIVITIES - STUDENT FIELD DAY, FIFTH GRADE GRADUATION, VARIETY SHOW-$900
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
Phone
5033120954
Signed
2017-10-11
Discuss with paid preparer
Yes

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 insurance 679 program expenditures 2,481 fundraising expenditures 1,339 office supply & expense 120 oregon justice dept fee 45 cultural arts & science p 15,248 school room & supplies 21,132 bank charges 143 volunteer support 258 scholarship 900 licenses 172 staff appreciation 2,908 miscellaneous expense 475 flowers 236 family welcome 92 clothes closet 500 gift cards 1,200 total 47,928

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 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP FUNDRAISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP COMMUNITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047928
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPLEMENT EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt064054
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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121132
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt215248
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt39164
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047928
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IRS990EZ/TotalRevenueAmt069824
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05770
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037908
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0110711
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 679 PROGRAM EXPENDITURES 2,481 FUNDRAISING EXPENDITURES 1,339 OFFICE SUPPLY & EXPENSE 120 OREGON JUSTICE DEPT FEE 45 CULTURAL ARTS & SCIENCE P 15,248 SCHOOL ROOM & SUPPLIES 21,132 BANK CHARGES 143 VOLUNTEER SUPPORT 258 SCHOLARSHIP 900 LICENSES 172 STAFF APPRECIATION 2,908 MISCELLANEOUS EXPENSE 475 FLOWERS 236 FAMILY WELCOME 92 CLOTHES CLOSET 500 GIFT CARDS 1,200 TOTAL 47,928
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/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BRADI GATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05033120954
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-11
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931159946
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt038265 NW HARRINGTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORNELIUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097113
ReturnHeader/PreparerPersonGrp/PhoneNum05033246274
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS J BERNARDS
ReturnHeader/ReturnTs02017-10-11T14:29:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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