Civic Intelligence

Bolton Primary PTA

990EZ • Fiscal year 2024 • EIN 93-1328670

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 11, 2024

Organization Profile
5933 Holmes StreetWest Linn, OR 97068

(503) 673-7900

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

32nd percentile

-11%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

45th percentile

-0.9%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$66,705

Down $7,860 (-11%) from 2023

Net Assets

Down

$66,705

Down $7,860 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin18th percentile

Revenue

Down

$37,504

Down $328 (-0.9%) from 2023

Expenses

Up

$45,364

Up $24,957 (+122%) from 2023

Net Income

Down

-$7,860

Down $25,285 (-145%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$100K$50K$0-$50KAssets 2012: $59,622Liabilities 2012: $02012Assets 2013: $27,427Liabilities 2013: $02013Assets 2014: $63,472Liabilities 2014: $02014Assets 2016: $58,900Liabilities 2016: $02016Assets 2018: $38,338Liabilities 2018: $02018Assets 2021: $38,712Liabilities 2021: $02021Assets 2023: $74,565Liabilities 2023: $0Net Assets 2023: $74,5652023Assets 2024: $66,705Liabilities 2024: $0Net Assets 2024: $66,7052024Assets 2025: $0Net Assets 2025: -$21,7282025

Highlighted filing

2024

Assets$66,705
Liabilities$0
Net Assets$66,705
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$100K$50K$0-$50KRevenue 2012: $63,172Expenses 2012: $30,568Net Income 2012: $32,6042012Revenue 2013: $25,640Expenses 2013: $57,835Net Income 2013: -$32,1952013Revenue 2014: $65,466Expenses 2014: $29,419Net Income 2014: $36,0472014Revenue 2016: $62,760Expenses 2016: $38,363Net Income 2016: $24,3972016Revenue 2018: $31,535Expenses 2018: $28,595Net Income 2018: $2,9402018Revenue 2021: -$160Expenses 2021: $4,776Net Income 2021: -$4,9362021Revenue 2023: $37,832Expenses 2023: $20,407Net Income 2023: $17,4252023Revenue 2024: $37,504Expenses 2024: $45,364Net Income 2024: -$7,8602024Revenue 2025: $21,235Expenses 2025: $42,963Net Income 2025: -$21,7282025

Highlighted filing

2024

Revenue$37,504
Expenses$45,364
Net Income-$7,860
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 11, 2024
Return Version
2023v5.0
Gross Receipts
$53,506
Mission and Program Overview

Mission

Parent Teacher Association

Parent Teacher Organization in support of Bolton Primary School

Program Services

DescriptionGrantsExpenses
Teacher Grants, Student Activities and Community Events. 250+ students and their families along with staff members benefited from PTA organization.-$61,367
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa MoffittCo-PresidentPT$0--
Jeanece PerrolleCo-TreasurerPT$0--
Kerry BruceSecretaryPT$0--
Jackie RosalesVice PresidentPT$0--
Lissa PemberCo-PresidentPT$0--
Toni CollardCo-TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Bolton Primary PTA
EIN
93-1328670
Phone
5036737900
Address
5933 Holmes Street, West Linn, OR 97068

Signing Officer

Name
Bolton PTA Treasurer
Title
Treasurer
Signed
2024-11-11
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“Cash boxes from events”

990-EZ, Part I, Line 8

“Funds From Previous Year”

Raw XML Appendix202 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Bolton Primary PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum05036737900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05933 Holmes St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Linn
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074565
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066705
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt037525
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7860
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0444
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074565
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066705
IRS990EZ/FundraisingGrossIncomeAmt08061
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt04397
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012236
IRS990EZ/GrossProfitLossSlsOfInvntryAmt084
IRS990EZ/GrossReceiptsAmt053506
IRS990EZ/GrossSalesOfInventoryAmt084
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0890
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074565
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066705
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074565
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066705
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melissa Moffitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeanece Perrolle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kerry Bruce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jackie Rosales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lissa Pember
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Toni Collard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt032446
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Organization in support of Bolton Primary School
IRS990EZ/PrintingPublicationsPostageAmt0238
IRS990EZ/ProgramServiceRevenueAmt02541
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher Grants, Student Activities and Community Events. 250+ students and their families along with staff members benefited from PTA organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt061367
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016002
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3544
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt045364
IRS990EZ/TotalProgramServiceExpensesAmt061367
IRS990EZ/TotalRevenueAmt037504
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0115126
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00007
IRS990ScheduleA/InvestmentIncomePYPct00.00013
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99993
IRS990ScheduleA/PublicSupportPY509Pct00.99987
IRS990ScheduleA/PublicSupportTotal509Amt0115126
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0115126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0115134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Cash boxes from events
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Funds From Previous Year
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 8
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bolton PTA Treasurer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bolton Primary PTA
ReturnHeader/Filer/BusinessNameControlTxt0BOLT
ReturnHeader/Filer/EIN0931328670
ReturnHeader/Filer/PhoneNum05036737900
ReturnHeader/Filer/USAddress/AddressLine1Txt05933 Holmes Street
ReturnHeader/Filer/USAddress/CityNm0West Linn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097068
ReturnHeader/ReturnTs02024-11-11T18:16:06Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$66,705
Liabilities
$0
Net assets
$66,705
Revenue
$37,504
Expenses
$45,364
Net income
-$7,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$21.7$21.2$43.0$21.7
2024Detailed filing. Detailed filing data is available for this year.$66.7$0.00$66.7$37.5$45.4$7.86
2023Detailed filing. Detailed filing data is available for this year.$74.6$0.00$74.6$37.8$20.4$17.4
2021Summary only. Only limited summary data is available for this year.$38.7$0.00$0.16$4.78$4.94
2018Summary only. Only limited summary data is available for this year.$38.3$0.00$31.5$28.6$2.94
2016Summary only. Only limited summary data is available for this year.$58.9$0.00$62.8$38.4$24.4
2014Summary only. Only limited summary data is available for this year.$63.5$0.00$65.5$29.4$36.0
2013Summary only. Only limited summary data is available for this year.$27.4$0.00$25.6$57.8$32.2
2012Summary only. Only limited summary data is available for this year.$59.6$0.00$63.2$30.6$32.6