Forest Hills Elementary School Pto
Nonprofit profile at a glance
- EIN
- 930858044
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- Lake Oswego, OR, USA
- Phone
- 5036992144
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Parent/Teacher Group
Reported finances
- Revenue
- $77,031
- Expenses
- $153,390
- Assets
- $116,935
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- GRETCHEN MCCLAUGHRY (PRESIDENT)
- SHAUN SWENSON (VICE PRESIDENT)
People named in this filing
- GRETCHEN MCCLAUGHRY (PRESIDENT)
- SHAUN SWENSON (VICE PRESIDENT)
- BRIANNA OGORMAN (OPERATIONS TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide support to students and staff
What it reported doing in 2024
Curriculum enrichment and teacher / discretionary funds used for school supplies and other items needed in the classrooms.
Operating model
- Revenue model
- Other-operating. 66% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 98
- Transparency & Controls: 74
- Sustainability: 30
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 96.2%; rating input score 96
Transparency & Controls
- Consistency checks: 90.9%; rating input score 91; 3rd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -99.1%; rating input score 8; 8th percentile among comparable filings
- Total-asset coverage ratio: 0.76; rating input score 39; 39th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.5% per year; rating input score 100; 63rd percentile among comparable filings
- Revenue growth: 1.9% per year; rating input score 100; 60th percentile among comparable filings
- Asset growth: 4% per year; rating input score 100; 54th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 96.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $148K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 8/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.