Civic Intelligence

Jacob Wismer Parent Teacher Organization Inc.

990EZ • Fiscal year 2019 • EIN 93-1320362

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 27, 2019

5477 NW Skycrest ParkwayPortland, OR 97229

(503) 709-4375

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

83rd percentile

44%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$58,237

Up $17,906 (+44%) from 2018

Net Assets

Up

$58,237

Up $17,906 (+44%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$120,042

Up $23,397 (+24%) from 2018

Expenses

Down

$102,137

Down $20,925 (-17%) from 2018

Net Income

Up

$17,905

Up $44,322 (+168%) from 2018

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

2019

Assets$58,237
Liabilities-
Net Assets$58,237

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

2019

Revenue$120,042
Expenses$102,137
Net Income$17,905
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 27, 2019
Return Version
2018v3.1
Gross Receipts
$120,042
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-$45,284
BREAK EVEN PROGRAMS & VOLUNTEER SUPPORT-$35,001
CULTURAL ARTS & SCIENCE PROGRAMS - ART & MUSIC FOR CLASSROOMS, SCIENCE FAIR, FIELD TRIPS & ASSEMBLIES-$14,448
SCHOOL & COMMUNITY ACTIVITIES - STUDENT FIELD DAY, FIFTH GRADE GRADUATION, VARIETY SHOW-$900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH SPERBECK-KOENDERSVP Community-$0--
AMY ROSKOWSKIPresidentPT$0--
CARA COATESTreasurer-$0--
JYOTHY VEMURISecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jacob Wismer Parent Teacher
EIN
93-1320362
Phone
5037094375
Address
5477 NW SKYCREST PARKWAY, PORTLAND, OR 97229

Signing Officer

Name
Cara Coates
Title
Treasurer
Phone
5037094375
Signed
2019-09-27
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 office 406 insurance 614 program expenditures 22,023 fundraising expenditures 5,939 oregon dept of justice 90 cultural arts & science p 14,448 school room & supplies 45,284 scholarship 900 licenses 50 staff appreciation 2,972 flowers 392 family welcome 99 clothes closet 500 janitorial activity exp 360 cpa 425 jump start 196 pledgestar 995 supplies 260 5th grade activities 3,613 steam 2 2,571 total 102,137

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 Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CARA COATES
IRS990EZ/BooksInCareOfDetail/PhoneNum05037094375
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05477 NW SKYCREST PKY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097229
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040332
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058237
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03718
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017905
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040332
IRS990EZ/Form990TotalAssetsGrp/EOYAmt058237
IRS990EZ/GrossReceiptsAmt0120042
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040332
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058237
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040332
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058237
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH SPERBECK-KOENDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY ROSKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARA COATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JYOTHY VEMURI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP COMMUNITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0102137
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPLEMENT EDUCATIONAL ACTIVITIES
IRS990EZ/ProgramServiceRevenueAmt0116320
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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3BREAK EVEN PROGRAMS & VOLUNTEER SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt145284
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214448
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt335001
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102137
IRS990EZ/TotalProgramServiceExpensesAmt095633
IRS990EZ/TotalRevenueAmt0120042
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058671
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02422
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0116320
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt091635
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt064054
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt075201
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt059019
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0406229
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0467322
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0120042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088233
IRS990ScheduleA/Total509Grp/TotalAmt0467322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0120042
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069824
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088233
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0467322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 406 INSURANCE 614 PROGRAM EXPENDITURES 22,023 FUNDRAISING EXPENDITURES 5,939 OREGON DEPT OF JUSTICE 90 CULTURAL ARTS & SCIENCE P 14,448 SCHOOL ROOM & SUPPLIES 45,284 SCHOLARSHIP 900 LICENSES 50 STAFF APPRECIATION 2,972 FLOWERS 392 FAMILY WELCOME 99 CLOTHES CLOSET 500 JANITORIAL ACTIVITY EXP 360 CPA 425 JUMP START 196 PLEDGESTAR 995 SUPPLIES 260 5TH GRADE ACTIVITIES 3,613 STEAM 2 2,571 TOTAL 102,137
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARA COATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05037094375
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOB WISMER PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0931320362
ReturnHeader/Filer/PhoneNum05037094375
ReturnHeader/Filer/USAddress/AddressLine1Txt05477 NW SKYCREST PARKWAY
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097229
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02107F3BD3B8D98D21EF43BF2B6C4E927C22C151B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E5AFC2749700AD22F3BC33B41D5F4D31EB116715
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.67.203.13
ReturnHeader/FilingSecurityInformation/IPDt02019-09-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:13:00
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/PreparationDt02019-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS J BERNARDS
ReturnHeader/ReturnTs02019-09-27T18:13:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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