Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2021 • EIN 26-0835904

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

Organization Profilewww.pps.net/domain/4076
161 NE 82nd AvePortland, OR 97220

(503) 916-6482

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

68th percentile

22%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

72nd percentile

28%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

-18%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,804

Up $9,888 (+28%) from 2020

Net Assets

Up

$44,804

Up $9,888 (+28%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$42,816

Down $9,677 (-18%) from 2020

Expenses

Down

$33,209

Down $2,362 (-6.6%) from 2020

Net Income

Down

$9,607

Down $7,315 (-43%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$60K$40K$20K$0Assets 2020: $34,916Net Assets 2020: $34,9162020Assets 2021: $44,804Net Assets 2021: $44,8042021Assets 2022: $45,599Net Assets 2022: $45,5992022Assets 2023: $50,876Net Assets 2023: $50,8762023Assets 2024: $50,440Net Assets 2024: $50,4402024

Highlighted filing

2021

Assets$44,804
Liabilities-
Net Assets$44,804
Open 2021 Filing

Operations Trend

Revenue Growth32nd percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $52,493Expenses 2020: $35,571Net Income 2020: $16,9222020Revenue 2021: $42,816Expenses 2021: $33,209Net Income 2021: $9,6072021Revenue 2022: $23,765Expenses 2022: $22,970Net Income 2022: $7952022Revenue 2023: $43,553Expenses 2023: $38,353Net Income 2023: $5,2002023Revenue 2024: $27,764Expenses 2024: $28,201Net Income 2024: -$4372024

Highlighted filing

2021

Revenue$42,816
Expenses$33,209
Net Income$9,607
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$46,985
Mission and Program Overview

Mission

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
STAFF APPRECIATION.$9,892-
TEACHER CLASSROOM EXPENSES, BUILDING NEEDS, ENRICHMENT EXPERIENCES, AND OTHER ITEMS TO BENEFIT STUDENTS AND STAFF IN CLASSROOMS. BENEFITS ALL STUDENTS.$8,739-
FINANCE SOCIAL AND COMMUNITY EVENTS. BENEFITS ALL STUDENTS.$5,716-
STUDENT AID/EQUITY TO ASSIST STUDENTS AND ALLOW ALL STUDENTS TO PARTICIPATE IN SCHOOL ACTIVITIES. BENEFITS UNDERFUNDED STUDENTS.$1,503$5,300
PTA ADMINISTRATION$2,166-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHOEBE SHENPresident-$0--
LISA BARTEEVice President-$0--
KATHY MARTINVice President-$0--
ANNE KOSKISecretaryPT$0--
HEATHER SPRING-EMERTTreasurer-$0--
JENNIFER RABBYTreasurerPT$0--
JENNY STAABTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Access Pta
EIN
26-0835904
Phone
5039166482
Address
161 NE 82ND AVE, PORTLAND, OR 97220

Signing Officer

Name
Jenny Staab
Title
Treasurer
Signed
2021-11-11
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.6

“| Donee's Name: GRANTS AWARDED | Cash Amount Given: $6803”

Other Expenses.1

“STAFF APPRECIATION $9892”

Other Expenses.2

“LITERACY/CHESS $6535”

Other Expenses.3

“Teacher class exps - lane $3734”

Other Expenses.4

“Teacher class exps - vestal $3477”

Other Expenses.5

“PTA ADMINISTRATION $1465”

Other Expenses.6

“PAYPAL FEES $701”

Other Expenses.7

“LIBRARY $490”

Other Expenses.8

“BUILDING NEEDS $82”

Other Expenses.9

“REIMBURSEMENT $30”

Raw XML Appendix188 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/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHOEBE SHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA BARTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNE KOSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER SPRING-EMERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER RABBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNY STAAB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0281
IRS990EZ/OtherExpensesTotalAmt026406
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
IRS990EZ/ProgramServiceRevenueAmt05599
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER CLASSROOM EXPENSES, BUILDING NEEDS, ENRICHMENT EXPERIENCES, AND OTHER ITEMS TO BENEFIT STUDENTS AND STAFF IN CLASSROOMS. BENEFITS ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT AID/EQUITY TO ASSIST STUDENTS AND ALLOW ALL STUDENTS TO PARTICIPATE IN SCHOOL ACTIVITIES. BENEFITS UNDERFUNDED STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FINANCE SOCIAL AND COMMUNITY EVENTS. BENEFITS ALL STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3STAFF APPRECIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4PTA ADMINISTRATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08739
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11503
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25716
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt39892
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt42166
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04169
IRS990EZ/SpecialEventsNetIncomeLossAmt02474
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033209
IRS990EZ/TotalProgramServiceExpensesAmt028016
IRS990EZ/TotalRevenueAmt042816
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.pps.net/domain/4076
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049103
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0180650
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0131825
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0110
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0121
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0312475
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069508
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093506
IRS990ScheduleA/Total509Grp/TotalAmt0312475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt046985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069508
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093616
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0312596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: GRANTS AWARDED | Cash Amount Given: $6803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STAFF APPRECIATION $9892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LITERACY/CHESS $6535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER CLASS EXPS - LANE $3734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER CLASS EXPS - VESTAL $3477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA ADMINISTRATION $1465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYPAL FEES $701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LIBRARY $490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BUILDING NEEDS $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REIMBURSEMENT $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY STAAB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACCESS PTA
ReturnHeader/Filer/BusinessNameControlTxt0ACCE
ReturnHeader/Filer/EIN0260835904
ReturnHeader/Filer/PhoneNum05039166482
ReturnHeader/Filer/USAddress/AddressLine1Txt0161 NE 82ND AVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097220
ReturnHeader/ReturnTs02021-11-11T08:50:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STAAB
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,804
Liabilities
-
Net assets
$44,804
Revenue
$42,816
Expenses
$33,209
Net income
$9,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.4$50.4$27.8$28.2$0.44
2023Detailed filing. Detailed filing data is available for this year.$50.9$50.9$43.6$38.4$5.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.6$45.6$23.8$23.0$0.80
2021Detailed filing. Detailed filing data is available for this year.$44.8$44.8$42.8$33.2$9.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.9$34.9$52.5$35.6$16.9