Civic Intelligence

Atkinson Elementary School PTA

990EZ • Fiscal year 2019 • EIN 93-6039323

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

5800 SE Division StPortland, OR 97206

(503) 916-6333

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

66th percentile

12%

Higher net margin than 66% 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

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

29th percentile

-14%

Faster revenue growth than 29% of similar nonprofits.

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

Assets

Up

$104,034

Up $6,200 (+6.3%) from 2018

Net Assets

Up

$104,034

Up $6,200 (+6.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$51,771

Down $8,767 (-14%) from 2018

Expenses

Up

$45,571

Up $3,264 (+7.7%) from 2018

Net Income

Down

$6,200

Down $12,031 (-66%) 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: $63,369Net Assets 2011: $63,3692011Assets 2012: $58,863Net Assets 2012: $58,8632012Assets 2013: $65,928Liabilities 2013: $0Net Assets 2013: $65,9282013Assets 2014: $71,057Liabilities 2014: $0Net Assets 2014: $71,0572014Assets 2015: $58,407Liabilities 2015: $0Net Assets 2015: $58,4072015Assets 2016: $59,634Liabilities 2016: $0Net Assets 2016: $59,6342016Assets 2017: $79,603Liabilities 2017: $0Net Assets 2017: $79,6032017Assets 2018: $97,834Liabilities 2018: $0Net Assets 2018: $97,8342018Assets 2019: $104,034Liabilities 2019: $0Net Assets 2019: $104,0342019Assets 2020: $76,184Liabilities 2020: $0Net Assets 2020: $76,1842020Assets 2021: $66,163Liabilities 2021: $0Net Assets 2021: $66,1632021

Highlighted filing

2019

Assets$104,034
Liabilities$0
Net Assets$104,034

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $56,049Expenses 2011: $67,763Net Income 2011: -$11,7142011Revenue 2012: $67,831Expenses 2012: $72,337Net Income 2012: -$4,5062012Revenue 2013: $80,576Expenses 2013: $73,511Net Income 2013: $7,0652013Revenue 2014: $79,133Expenses 2014: $74,004Net Income 2014: $5,1292014Revenue 2015: $54,490Expenses 2015: $67,140Net Income 2015: -$12,6502015Revenue 2016: $51,878Expenses 2016: $50,651Net Income 2016: $1,2272016Revenue 2017: $81,420Expenses 2017: $61,451Net Income 2017: $19,9692017Revenue 2018: $60,538Expenses 2018: $42,307Net Income 2018: $18,2312018Revenue 2019: $51,771Expenses 2019: $45,571Net Income 2019: $6,2002019Revenue 2020: $16,901Expenses 2020: $44,916Net Income 2020: -$28,0152020Revenue 2021: $29,186Expenses 2021: $39,207Net Income 2021: -$10,0212021

Highlighted filing

2019

Revenue$51,771
Expenses$45,571
Net Income$6,200
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.0
Gross Receipts
$66,431
Mission and Program Overview

Mission

Parental support for atkinson elementary school

Atkinson Elementary School PTA is committed to improving the lives of the children and families at Atkinson Elementary School. We strive to promote student achievement, well-being, and success by supporting equitable, accessible, high benefit enrichment opportunities, suited to our community. We encourage family involvement in PTA, school, and classroom programs and activities. The PTA raised money to fund supportive contributions towards science fairs, field trips, learning space supplies, grounds improvements, physical education and equipment, playground equipment, educational enrichments and special class projects. We have hosted various social events for the children and families, and facilitate a luncheon for teacher appreciation. Facilitate the Outdoor Learning Gardens program and Running club during school hours. The PTA administers the Atkinson Kids Basketball program, which is an afterschool program and parents pay a small participation fee to cover expenses.

Program Services

DescriptionGrantsExpenses
Funds provided for instruction of outdoor learning garden, all students in the school benefit$0$13,050
Funds provided to Atkinson Elementary for student field trips. All students benefit$0$7,600
Funds Provided to teachers for classroom supplies, all students benefit$0$4,024
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim JaremaPresidentPT$0--
Robin RomerTreasurerPT$0--
Beth WeingardtAssistant Treasurer-$0--
Kathryn WarnerSecretary-$0--
Kendra TiptonCo Vice President Of Communications-$0--
Kim MedicCo- Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$55,367$55,367$4,690$50,677
Total Events$55,367$55,367$14,114$41,253
Filing and Contact Details

Filer

Filer Name
Atkinson Elementary School PTA
EIN
93-6039323
Phone
5039166333
Address
5800 SE Division St, Portland, OR 97206

Signing Officer

Name
Beth Weingardt
Title
Asst. Treasurer
Phone
6199856439
Signed
2019-11-11
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^Basketball league registrations to offset costs;1094^Total;1094^

Form 990-EZ, Part I, Line 10

Atkinson Elementary School $11,700 Teachers and Staff at Atkinson Elementary School $4765.58, Scholarships $1633.50

Form 990-EZ, Part I, Line 16

Description;Amount^Family Social Events;2135|Staff and Volunteer Recognition;713|Emergency Preparedness;3128|Principals Fund;425|Field Day and Talent Show;366|Running Club;1996|Basketball League;623|Outdoor Learning Garden Consulting Service Staff;13050|Outdoor Learning Garden Supplies;1567|State Licensing Fee;50|Jump Rope Club;168|Miscellaneous;680|Insurance;2269|Office Expenses;202|Tax Filing Fee;100^Total;27472^

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IRS990EZ/PrimaryExemptPurposeTxt0Atkinson Elementary School PTA is committed to improving the lives of the children and families at Atkinson Elementary School. We strive to promote student achievement, well-being, and success by supporting equitable, accessible, high benefit enrichment opportunities, suited to our community. We encourage family involvement in PTA, school, and classroom programs and activities. The PTA raised money to fund supportive contributions towards science fairs, field trips, learning space supplies, grounds improvements, physical education and equipment, playground equipment, educational enrichments and special class projects. We have hosted various social events for the children and families, and facilitate a luncheon for teacher appreciation. Facilitate the Outdoor Learning Gardens program and Running club during school hours. The PTA administers the Atkinson Kids Basketball program, which is an afterschool program and parents pay a small participation fee to cover expenses.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Basketball league registrations to offset costs;1094^Total;1094^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Atkinson Elementary School $11,700 Teachers and Staff at Atkinson Elementary School $4765.58, Scholarships $1633.50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Family Social Events;2135|Staff and Volunteer Recognition;713|Emergency Preparedness;3128|Principals Fund;425|Field Day and Talent Show;366|Running Club;1996|Basketball League;623|Outdoor Learning Garden Consulting Service Staff;13050|Outdoor Learning Garden Supplies;1567|State Licensing Fee;50|Jump Rope Club;168|Miscellaneous;680|Insurance;2269|Office Expenses;202|Tax Filing Fee;100^Total;27472^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Weingardt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Asst. Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06199856439
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
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ReturnHeader/Filer/BusinessNameControlTxt0ATKI
ReturnHeader/Filer/EIN0936039323
ReturnHeader/Filer/PhoneNum05039166333
ReturnHeader/Filer/USAddress/AddressLine1Txt05800 SE Division St
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097206
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.34.87.254
ReturnHeader/ReturnTs02019-11-11T18:55:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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