Civic Intelligence

Happy Valley PTA

990EZ • Fiscal year 2011 • EIN 93-6039335

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 14, 2011

13865 SE King Road97086
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

56th percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

56th percentile

4.9%

Higher net margin than 56% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Assets

$85,988

No earlier filing loaded for comparison.

Net Assets

$85,988

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$60,025

No earlier filing loaded for comparison.

Expenses

$57,107

No earlier filing loaded for comparison.

Net Income

$2,918

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $85,988Liabilities 2011: $0Net Assets 2011: $85,9882011Assets 2012: $80,279Liabilities 2012: $0Net Assets 2012: $80,2792012

Highlighted filing

2011

Assets$85,988
Liabilities$0
Net Assets$85,988

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $60,025Expenses 2011: $57,107Net Income 2011: $2,9182011Revenue 2012: $64,159Expenses 2012: $69,868Net Income 2012: -$5,7092012

Highlighted filing

2011

Revenue$60,025
Expenses$57,107
Net Income$2,918
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 14, 2011
Return Version
2010v3.4
Filing and Contact Details

Filer

EIN
93-6039335
Raw XML Appendix239 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
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IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY083070
IRS990EZ/CashSavingsAndInvestments/EOY085988
IRS990EZ/ContributionsGiftsGrantsEtc068041
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear02918
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/FundraisingGrossIncome07830
IRS990EZ/GrantsAndSimilarAmountsPaid02576
IRS990EZ/GrossReceipts085230
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IRS990EZ/InfoInScheduleOPartV0X
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IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
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IRS990EZ/NetAssetsOrFundBalances/BOY083070
IRS990EZ/NetAssetsOrFundBalancesBOY083070
IRS990EZ/NetAssetsOrFundBalances/EOY085988
IRS990EZ/NetAssetsOrFundBalancesEOY085988
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0HAPPY VALLEY
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode397086
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode497086
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode597086
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode697086
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition08.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JEN CHARLTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1TINA PETERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2KIM HEGDAHL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3TRACY LEWIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JODY TACKETT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5KIM ANDRUSKO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6JEN SCHOEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3LEGISLATIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5VOL COORDINATOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6VOL COORDINATOR
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal054531
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0VOLUNTEER SCHOOL SUPPORT
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0LIBRARY AND CLASSROM SUPPORT INCLUDING FUNDS FOR TEACHERS TO PURCHASE BOOKS AND SUPPLIES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1SERVICE PROGRAMS INCLUDING READING, WELLNESS, ARTISTIC AND ACADEMIC ENRICHMENT, SCHOOL PARTIES AND OTHER FAMILY ORIENTED ACTIVITIES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2COMMUNITY ACTIVITIES INCLUDING OTHER ELEMENTARY PTA NEEDY FAMILIES, SCHOOL DISTRICT SUPPORT, ETC.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations22576
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses017688
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses131192
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses24586
IRS990EZ/ProgramServiceRevenue09330
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses025205
IRS990EZ/SpecialEventsNetIncomeLoss0-17375
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OR
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1013865 SE KING ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0HAPPY VALLEY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode097086
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10KIM HEGDAHL
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05037780292
IRS990EZ/TotalAssets/BOY083070
IRS990EZ/TotalAssets/EOY085988
IRS990EZ/TotalExpenses057107
IRS990EZ/TotalProgramServiceExpenses053466
IRS990EZ/TotalRevenue060025
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear076398
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year036153
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years078959
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years038148
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years050606
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0280264
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear029
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year02
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0860
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0549
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years022
IRS990ScheduleA/GrossInvestmentIncome170/Total01462
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc09330
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IRS990ScheduleA/PublicSupportPertcentage17000.99480
IRS990ScheduleA/PublicSupportPertcentPriorYear00.99470
IRS990ScheduleA/PublicSupportTotal1700280264
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IRS990ScheduleA/Total170/CurrentTaxYear076398
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IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years050606
IRS990ScheduleA/Total170/Total0280264
IRS990ScheduleA/TotalSupport0281726
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IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1030186
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent209793
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal058355
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents025205
IRS990ScheduleG/EventsInformation/EntertainmentOtherEvents0901
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents0901
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent102280
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent20134
IRS990ScheduleG/EventsInformation/FoodAndBeverageOtherEvents0938
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IRS990ScheduleG/EventsInformation/GrossReceiptsTotal066185
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents07830
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents07830
IRS990ScheduleG/EventsInformation/NameOfEvent10AUCTION
IRS990ScheduleG/EventsInformation/NameOfEvent20JOG-A-THON
IRS990ScheduleG/EventsInformation/NetIncomeSummary0-17375
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent10720
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent20838
IRS990ScheduleG/EventsInformation/NonCashPrizesOtherEvents01976
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents03534
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent101796
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents011097
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents012893
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent101750
IRS990ScheduleG/EventsInformation/RentFacilityCostsOtherEvents02775
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents04525
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents03
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST 29..
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: PTA DUES. GRANTEE NAME: OREGON PTA. GRANTEE ADDRESS: 4506 SE BELMONT PORTLAND, OR 97215. GRANTEE RELATIONSHIP: AFFILIATED STATE ORGANIZATION. DATE OF GIFT: 12/31/10. AMOUNT GIVEN: 2,376.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: STUDENT EMERGENCY FUND. GRANTEE NAME: HAPPY VALLEY ELEMENTARY. GRANTEE ADDRESS: 13865 SE KING ROAD HAPPY VALLEY, OR 97086. GRANTEE RELATIONSHIP: SCHOOL ASSOCIATED WITH PTA. DATE OF GIFT: 10/11/10. AMOUNT GIVEN: 200. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 2,576.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: YEARBOOK. AMOUNT: 5,069. DESCRIPTION: GRADE LEVEL ENRICHMENT. AMOUNT: 6,295. DESCRIPTION: TEACHER STIPENDS. AMOUNT: 10,050. DESCRIPTION: TECHNOLOGY SUPPORT. AMOUNT: 13,350. DESCRIPTION: SCHOOL NEEDS/BEAUTIFICATION. AMOUNT: 4,630. DESCRIPTION: 6TH GRADE GRADUATION PARTY. AMOUNT: 2,653. DESCRIPTION: TRANSPORTATION. AMOUNT: 1,584. DESCRIPTION: MULTI-CULTURAL. AMOUNT: 1,774. DESCRIPTION: FLOOR REPAIR. AMOUNT: 902. DESCRIPTION: BANK FEES. AMOUNT: 180. DESCRIPTION: LIABILITY INSURANCE/FILING FEES. AMOUNT: 573. DESCRIPTION: STAFF APPRECIATION. AMOUNT: 1,365. DESCRIPTION: LEADERSHIP CLASSES. AMOUNT: 470. DESCRIPTION: LIBRARY. AMOUNT: 750. DESCRIPTION: OTHER EXPENSES. AMOUNT: 4,886. TOTAL TO FORM 990-EZ, LINE 16: 54,531.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0936039335
ReturnHeader/Filer/Name/BusinessNameLine10HAPPY VALLEY PTA
ReturnHeader/Filer/NameControl0HAPP
ReturnHeader/Filer/Phone05036533670
ReturnHeader/Filer/USAddress/AddressLine1013865 SE KING ROAD
ReturnHeader/Filer/USAddress/City0HAPPY VALLEY
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097086
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-11-14
ReturnHeader/Officer/Name0KIM HEGDAHL
ReturnHeader/Officer/Phone05036533670
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOFFMAN STEWART & SCHMIDT PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104900 MEADOWS ROAD STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAKE OSWEGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0970353295
ReturnHeader/Preparer/Name0ROBERT M PRILL
ReturnHeader/Preparer/Phone05032205900
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-14T13:58:56-06:00

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