Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2022 • EIN 26-0835904

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

6318 S Corbett AvePortland, OR 97239

(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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

48th percentile

3.3%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-44%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$45,599

Up $795 (+1.8%) from 2021

Net Assets

Up

$45,599

Up $795 (+1.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$23,765

Down $19,051 (-44%) from 2021

Expenses

Down

$22,970

Down $10,239 (-31%) from 2021

Net Income

Down

$795

Down $8,812 (-92%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$45,599
Liabilities-
Net Assets$45,599

Operations Trend

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

2022

Revenue$23,765
Expenses$22,970
Net Income$795
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.1
Gross Receipts
$28,880
Mission and Program Overview

Mission

EDUCATIONAL/CHARITABLE

Program Services

DescriptionGrantsExpenses
TEACHER CLASSROOM EXPENSES, BUILDING NEEDS, ENRICHMENT EXPERIENCES, AND OTHER ITEMS TO BENEFIT STUDENTS AND STAFF IN CLASSROOMS. BENEFITS ALL STUDENTS.-$9,087
STUDENT AID/EQUITY TO ASSIST STUDENTS AND ALLOW ALL STUDENTS TO PARTICIPATE IN SCHOOL ACTIVITIES. BENEFITS UNDERFUNDED STUDENTS.$5,250$510
FINANCE SOCIAL AND COMMUNITY EVENTS. BENEFITS ALL STUDENTS.-$2,415
PTA ADMINISTRATION-$1,953
STAFF APPRECIATION.-$1,436
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA BARTEEPresident-$0--
ELIZABETH SAVAGECo-Vice Pres-$0--
KATHY MARTINCo-Vice Pres.-$0--
ANNE KOSKICo-Secretary-$0--
NEERU SHORECo-Secretary-$0--
TODD RITTERCo-Treasurer-$0--
JENNY STAABCo-Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Access Pta
EIN
26-0835904
Phone
5039166482
Address
6318 S CORBETT AVE, PORTLAND, OR 97239

Signing Officer

Name
Todd Ritter
Title
Co-Treasurer
Signed
2022-11-14
Supplemental Narrative

Additional Explanations

Other Revenue.1

REIMBURSEMENTS $57

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: HELPING HANDS | Cash Amount Given: $5250

Other Expenses.1

Teacher class exps - lane $3173

Other Expenses.2

Teacher class exps - vestal $2505

Other Expenses.3

STAFF APPRECIATION $1436

Other Expenses.4

Teacher classroom expenses $1037

Other Expenses.5

Building needs/pe/science lab $793

Other Expenses.6

LITERACY ENRICHMENT $510

Other Expenses.7

LIBRARY $332

Raw XML Appendix191 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0TODD RITTER
IRS990EZ/BooksInCareOfDetail/PhoneNum02245457416
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01215 NE THOMPSON
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097212
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044804
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045599
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021475
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0795
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044804
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045599
IRS990EZ/FundraisingGrossIncomeAmt07347
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010085
IRS990EZ/GrossReceiptsAmt028880
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044804
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045599
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044804
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA BARTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH SAVAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNE KOSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NEERU SHORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TODD RITTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNY STAAB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice Pres.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Co-Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09786
IRS990EZ/OtherRevenueTotalAmt057
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL/CHARITABLE
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/GrantsAndAllocationsAmt05250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09087
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1510
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22415
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31436
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt41953
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03099
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05115
IRS990EZ/SpecialEventsNetIncomeLossAmt02232
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022970
IRS990EZ/TotalProgramServiceExpensesAmt015401
IRS990EZ/TotalRevenueAmt023765
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.pps.net/domain/4076
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153022
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt043136
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt094769
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt058
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/OtherIncome509Grp/TotalAmt069
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0247791
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069508
IRS990ScheduleA/Total509Grp/TotalAmt0247791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028880
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069508
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0247860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REIMBURSEMENTS $57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: HELPING HANDS | Cash Amount Given: $5250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER CLASS EXPS - LANE $3173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER CLASS EXPS - VESTAL $2505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF APPRECIATION $1436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER CLASSROOM EXPENSES $1037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BUILDING NEEDS/PE/SCIENCE LAB $793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LITERACY ENRICHMENT $510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LIBRARY $332
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
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/PersonNm0TODD RITTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACCESS PTA
ReturnHeader/Filer/BusinessNameControlTxt0ACCE
ReturnHeader/Filer/EIN0260835904
ReturnHeader/Filer/PhoneNum05039166482
ReturnHeader/Filer/USAddress/AddressLine1Txt06318 S CORBETT AVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097239
ReturnHeader/ReturnTs02022-11-14T09:03:48-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RITTER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings