Civic Intelligence

Athey Creek Ptsa

990EZ • Fiscal year 2017 • EIN 93-1327349

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

2900 SW Borland RdTualatin, OR 97062

(503) 673-7400

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

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

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

Assets

Up

$57,761

Up $14,998 (+35%) from 2016

Net Assets

Up

$57,761

Up $14,998 (+35%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$49,141

Up $7,863 (+19%) from 2016

Expenses

Up

$34,143

Up $24,717 (+262%) from 2016

Net Income

Down

$14,998

Down $16,854 (-53%) from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2013: $29,253Liabilities 2013: $02013Assets 2014: $11,189Liabilities 2014: $0Net Assets 2014: $11,1892014Assets 2015: $10,911Liabilities 2015: $02015Assets 2016: $42,763Liabilities 2016: $0Net Assets 2016: $42,7632016Assets 2017: $57,761Net Assets 2017: $57,7612017Assets 2018: $65,810Net Assets 2018: $65,8102018Assets 2019: $71,518Net Assets 2019: $71,5182019Assets 2020: $59,400Liabilities 2020: $02020Assets 2021: $44,927Net Assets 2021: $44,9272021Assets 2022: $35,295Liabilities 2022: $02022

Highlighted filing

2017

Assets$57,761
Liabilities-
Net Assets$57,761

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2013: $30,590Expenses 2013: $25,978Net Income 2013: $4,6122013Revenue 2014: $32,369Expenses 2014: $50,433Net Income 2014: -$18,0642014Revenue 2015: $30,544Expenses 2015: $30,822Net Income 2015: -$2782015Revenue 2016: $41,278Expenses 2016: $9,426Net Income 2016: $31,8522016Revenue 2017: $49,141Expenses 2017: $34,143Net Income 2017: $14,9982017Revenue 2018: $35,746Expenses 2018: $27,697Net Income 2018: $8,0492018Revenue 2019: $34,245Expenses 2019: $28,537Net Income 2019: $5,7082019Revenue 2020: $17,400Expenses 2020: $29,518Net Income 2020: -$12,1182020Revenue 2021: $2,622Expenses 2021: $17,095Net Income 2021: -$14,4732021Revenue 2022: $744Expenses 2022: $10,376Net Income 2022: -$9,6322022

Highlighted filing

2017

Revenue$49,141
Expenses$34,143
Net Income$14,998
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$62,396
Mission and Program Overview

Mission

Supported School & Student Body of 550 students with awards, scholarships, school eq, music and arts programs, library, wellness & science programs

Program Services

DescriptionGrantsExpenses
SUPPORT OF SCHOOL & STUDENT BODY - CLASS PROGRAMS, AWARDS, SCHOLARSHIPS ( AS PER ABOVE)$31,016$31,016
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER TABORPresidentPT$0--
JEN DREWV President-$0--
NICOLE RUSKTreasurer-$0--
BETHANY WURTZSecretary-$0--
PATTI CARVENEYMembership-$0--
BOBBI KELLYVolunteer Coord-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Garage Sale$18,364$18,364$1,528$16,836
Dances$6,061$6,061-$6,061
Total Events$30,401$30,401$9,412$20,989
Filing and Contact Details

Filer

Filer Name
Athey Creek PTSA
EIN
93-1327349
Phone
5036737400
Address
2900 SW Borland Rd, Tualatin, OR 97062

Signing Officer

Name
Jennifer Tabor
Title
President
Phone
5036737400
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Judith M Cook CPA
Address
22420 McKenzie Court, West Linn, OR 97068-9275
Preparer
Judith M Cook CPA
Phone
5036578046
Supplemental Narrative

Additional Explanations

Pt V, Line 35B

No unrelated business income

Form 990EZ, Part I, Line 10

Support of athey creek student/staff programs&events; support advocacy; athey creek middle school: 2

Form 990EZ, Part I, Line 16

Training 25.

Form 990EZ, Part I, Line 16

Liability Insurance 188.

Form 990EZ, Part I, Line 16

OR Tax 75.

Raw XML Appendix203 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/BooksInCareOfDetail/USAddress/CityNm0Tualatin
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER TABOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEN DREW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE RUSK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETHANY WURTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATTI CARVENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOBBI KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Volunteer Coord
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0288
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supported School & Student Body of 550 students with awards, scholarships, school eq, music and arts programs, library, wellness & science programs
IRS990EZ/PrintingPublicationsPostageAmt0543
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF SCHOOL & STUDENT BODY - CLASS PROGRAMS, AWARDS, SCHOLARSHIPS ( AS PER ABOVE)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031016
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031016
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09412
IRS990EZ/SpecialEventsNetIncomeLossAmt020989
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034143
IRS990EZ/TotalProgramServiceExpensesAmt031016
IRS990EZ/TotalRevenueAmt049141
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0atheycreekptsa.weebly.com
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt031016
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936000234
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Athey Creek Middle School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt031016
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09412
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Garage Sale
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Dances
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03321
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03321
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018364
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06061
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05976
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030401
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020989
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04563
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06091
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No unrelated business income
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT OF ATHEY CREEK STUDENT/STAFF PROGRAMS&EVENTS; SUPPORT ADVOCACY; ATHEY CREEK MIDDLE SCHOOL: 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Training 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Liability Insurance 188.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OR Tax 75.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 35b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER TABOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05036737400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Athey Creek PTSA
ReturnHeader/Filer/BusinessNameControlTxt0ATHE
ReturnHeader/Filer/EIN0931327349
ReturnHeader/Filer/PhoneNum05036737400
ReturnHeader/Filer/USAddress/AddressLine1Txt02900 SW Borland Rd
ReturnHeader/Filer/USAddress/CityNm0Tualatin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097062
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B361322B576CCEACD25D68D7B4116EC337051D2D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B361322B576CCEACD25D68D7B4116EC337051D2D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.105.228.242
ReturnHeader/FilingSecurityInformation/IPDt02017-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:49:39
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Judith M Cook CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022420 McKenzie Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Linn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970689275
ReturnHeader/PreparerPersonGrp/PhoneNum05036578046
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH M COOK CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-03T12:49:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings