Lowrie Primary PTA

Nonprofit profile at a glance

EIN
455417793
IRS 990-EZ coverage
2016–2024
Forms available
Form 990-EZ 2024, Form 990-N 2021
Location
Wilsonville, OR, USA
Phone
9713359931
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$35,761
Expenses
$16,633
Assets
$74,877
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Roger Tunks (President)

People named in this filing

  • Roger Tunks (President)
  • Jenna Rengal (VP of Media & Marketing)
  • Emily Isaacs (Secretary)

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

The Lowrie PTA serves with the purpose of celebrating, strengthening, and bringing together Lowrie families, staff, and the Wilsonville Community. We provide Lowrie families and Staff with: - Events to strengthen and build the Lowrie community and celebrate our commonality and diversity. - Information about Lowrie programs and events. - Financial support to enrich student learning. - Foster and develop collaborative relationships with Lowrie staff so that the support we provide teachers is truly beneficial and enhancing to their professional effectiveness and contentment.

What it reported doing in 2024

The organization is organized exclusively for the charitable, scientific, literary, or educational purposes within meaning of section 501(C)(3) of the internal revenue code or corresponding section of any future federal tax code.

Operating model

Revenue model
Other-operating. 66% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 82% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 82
  • Sustainability: 82
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 46%; rating input score 46
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 53.5%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 4.5; rating input score 82; 82nd 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: -8.1% per year; rating input score 0; 30th percentile among comparable filings
  • Revenue growth: -6.3% per year; rating input score 0; 31st percentile among comparable filings
  • Asset growth: 0.4% per year; rating input score 100; 40th percentile among comparable filings

Details

  • Where the money goes: 46% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $17K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2016 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.