Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2023 • EIN 26-0835904

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization Profilewww.pps.net/domain/4076
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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

83%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$50,876

Up $5,277 (+12%) from 2022

Net Assets

Up

$50,876

Up $5,277 (+12%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$43,553

Up $19,788 (+83%) from 2022

Expenses

Up

$38,353

Up $15,383 (+67%) from 2022

Net Income

Up

$5,200

Up $4,405 (+554%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2023

Assets$50,876
Liabilities-
Net Assets$50,876
Open 2023 Filing

Operations Trend

Revenue Growth88th 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

2023

Revenue$43,553
Expenses$38,353
Net Income$5,200
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$63,565
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.-$14,628
FINANCE SOCIAL AND COMMUNITY EVENTS. BENEFITS ALL STUDENTS.-$11,367
STUDENT AID/EQUITY TO ASSIST STUDENTS AND ALLOW ALL STUDENTS TO PARTICIPATE IN SCHOOL ACTIVITIES. BENEFITS UNDERFUNDED STUDENTS.$3,500$120
STAFF APPRECIATION.-$2,030
PTA ADMINISTRATION AND FEES.-$1,554
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA FLOODPresident-$0--
RACHEL ATCHISONCo-Vice Pres.-$0--
LISA BARTEECo-Vice Pres.-$0--
HANNAH LAUERCo-Secretary-$0--
HOLLY MILNECo-Secretary-$0--
COLLEEN GENUINECo-Treasurer-$0--
HEIDI REICHERTCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Readathon$22,681$22,681$12,226$10,455
Apple Sale$6,327$6,327$4,330$1,997
Total Events$29,008$29,008$16,556$12,452
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
Colleen Genuine
Title
Co-Treasurer
Signed
2023-11-15
Supplemental Narrative

Additional Explanations

Other Revenue.1

“REFUNDS $27”

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: VARIOUS GRANTS | Cash Amount Given: $22962”

Other Expenses.1

“Teacher classroom expenses $6185”

Other Expenses.2

“Building needs/pe/robotics $2540”

Other Expenses.3

“STAFF APPRECIATION $2030”

Other Expenses.4

“LIBRARY $1666”

Other Expenses.5

“LITERACY ENRICHMENT $95”

Raw XML Appendix199 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/PhoneNum05034420960
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04323 NE 75TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097218
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045599
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA FLOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL ATCHISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA BARTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HANNAH LAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOLLY MILNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5COLLEEN GENUINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEIDI REICHERT
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/OtherChangesInNetAssetsAmt077
IRS990EZ/OtherExpensesTotalAmt012516
IRS990EZ/OtherRevenueTotalAmt027
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 AND FEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014628
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1120
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211367
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32030
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt41554
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02875
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020012
IRS990EZ/SpecialEventsNetIncomeLossAmt013206
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038353
IRS990EZ/TotalProgramServiceExpensesAmt029699
IRS990EZ/TotalRevenueAmt043553
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.pps.net/domain/4076
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0156931
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019281
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt084851
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt066
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt058
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0135
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0241782
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063499
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046985
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt057465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045011
IRS990ScheduleA/Total509Grp/TotalAmt0241782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063565
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028880
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045022
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0241917
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016556
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0READATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0APPLE SALE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029008
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029008
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012452
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016556
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012226
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUNDS $27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: VARIOUS GRANTS | Cash Amount Given: $22962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER CLASSROOM EXPENSES $6185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BUILDING NEEDS/PE/ROBOTICS $2540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STAFF APPRECIATION $2030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIBRARY $1666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LITERACY ENRICHMENT $95
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLEEN GENUINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02023-11-15T11:10:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COLLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GENUINE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,876
Liabilities
-
Net assets
$50,876
Revenue
$43,553
Expenses
$38,353
Net income
$5,200
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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