Civic Intelligence

PTA Oregon Congress Arleta PTA

990EZ • Fiscal year 2017 • EIN 47-1523429

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

5109 SE 66th AvePortland, OR 97206

(503) 916-6330

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$34,839

No earlier filing loaded for comparison.

Net Assets

$34,819

No earlier filing loaded for comparison.

Liabilities

$20

No earlier filing loaded for comparison.

Revenue

$54,454

No earlier filing loaded for comparison.

Expenses

$42,289

No earlier filing loaded for comparison.

Net Income

$12,165

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2017: $34,839Liabilities 2017: $20Net Assets 2017: $34,8192017

Highlighted filing

2017

Assets$34,839
Liabilities$20
Net Assets$34,819

Operations Trend

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

$60K$40K$20K$0Revenue 2017: $54,454Expenses 2017: $42,289Net Income 2017: $12,1652017

Highlighted filing

2017

Revenue$54,454
Expenses$42,289
Net Income$12,165
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Gross Receipts
$54,454
Mission and Program Overview

Mission

Support arleta school, a public k-8 school in the portland public school district

Program Services

DescriptionGrantsExpenses
SUPPORT TEACHERS, STAFF AND EDUCATION OBJECTIVES OF ARLETA SCHOOL-$12,152
SUPPORTS SCHOOL ORGANIZATIONS,INCLUDING THE THEATRE CLUB, LEGO LEAGUE AND PADRES UNIDOS. ALSO PROVIDES GRANTS TO FRIEND OF CRESTON DENTA LCLINIC AND PORTLAND PTA CLOTHING CLOSET AND STUDENT AID FUND.$550$6,785
SUPPORT ARLETA SCHOOL GARDEN COMMITTEE, WHICH MAINTAINS AN ORGANIC GARDENT AT THE SCHOOL. SUPPORT INCLUDES FUNDING CURRICULUM FOR CLASSROOM EDUCATION-$1,054
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHELSEA DOREPresidentPT$0--
SARAH KINCAIDSecretaryPT$0--
KEVIN MOORETreasurerPT$0--
AMY ARASMITHTreasurerPT$0--
FRANNY THOMPSONFundraisingPT$0--
ALLISON VASQUEZVice PresidePT$0--
CARI COLTONGarden CommiPT$0--
JESSICA MCARTHURPadres UnidoPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
47-1523429
Phone
5039166330
Address
5109 SE 66TH AVE, PORTLAND, OR 97206

Signing Officer

Name
Kevin Moore
Title
Treasurer
Phone
5039166330
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
M C Franklin Tax LLC
Address
1221 SE 9TH ST, GRESHAM, OR 97080-8107
Preparer
Mary C Franklin
Phone
5038871243
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses auction j-j 7,713 bank fees j-d 149 bank fees j-j 85 chinook books j-d 815 cleaning day supplies j-d 150 communications/promotion 738 community social events j 110 dine-in nights j-d 5 dolphin drive j-d 136 end of year picnic j-j 1,677 faculty grant program j-d 2,099 faculty grant program j-j 6,691 fundraising 289 garden committee j-j 1,054 halloween dance 391 halloween dance j-j 300 holiday bazaar j-j 193 holiday festival 1,732 lego league 1,104 money manager program 135 padres unidos j-j 1,097 pickles j-j 518 pta insurance 215 pta meeting child care j- 240 pta meeting childcare j-d 180 pta meeting food j-d 154 pta meeting food j-j 151 pta office supplies j-d 18 pta office supplies j-j 19 pta training 25 school beautification j-d 279 school beautification j-j 427 scrip j-j 7,336 square fees j-j 41 state registration 50 student aid j-j 150 t-shirts j-d 2,292 t-shirts j-j 553 tamale sale j-j 48 tax preparation j-d 200 teacher appreciation j-d 238 teacher appreciation j-j 441 theatre club 512 theatre club j-j 215 winter festival 41 total 41,006

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 45 20

Form 990-ez, Part III

Support arleta school, a public k-8 school in the portland public school district

Raw XML Appendix150 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/PhoneNum05039166330
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O ARLETA SCHOOL
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt05109 SE 66TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHELSEA DORE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY ARASMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANNY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALLISON VASQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CARI COLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JESSICA MCARTHUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PADRES UNIDO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041006
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT ARLETA SCHOOL, A PUBLIC K-8 SCHOOL IN THE PORTLAND PUBLIC SCHOOL DISTRICT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORTS SCHOOL ORGANIZATIONS,INCLUDING THE THEATRE CLUB, LEGO LEAGUE AND PADRES UNIDOS. ALSO PROVIDES GRANTS TO FRIEND OF CRESTON DENTA LCLINIC AND PORTLAND PTA CLOTHING CLOSET AND STUDENT AID FUND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT ARLETA SCHOOL GARDEN COMMITTEE, WHICH MAINTAINS AN ORGANIC GARDENT AT THE SCHOOL. SUPPORT INCLUDES FUNDING CURRICULUM FOR CLASSROOM EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0550
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21054
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt045
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042289
IRS990EZ/TotalProgramServiceExpensesAmt019991
IRS990EZ/TotalRevenueAmt054454
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ARLETAPTA.ORG
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES AUCTION J-J 7,713 BANK FEES J-D 149 BANK FEES J-J 85 CHINOOK BOOKS J-D 815 CLEANING DAY SUPPLIES J-D 150 COMMUNICATIONS/PROMOTION 738 COMMUNITY SOCIAL EVENTS J 110 DINE-IN NIGHTS J-D 5 DOLPHIN DRIVE J-D 136 END OF YEAR PICNIC J-J 1,677 FACULTY GRANT PROGRAM J-D 2,099 FACULTY GRANT PROGRAM J-J 6,691 FUNDRAISING 289 GARDEN COMMITTEE J-J 1,054 HALLOWEEN DANCE 391 HALLOWEEN DANCE J-J 300 HOLIDAY BAZAAR J-J 193 HOLIDAY FESTIVAL 1,732 LEGO LEAGUE 1,104 MONEY MANAGER PROGRAM 135 PADRES UNIDOS J-J 1,097 PICKLES J-J 518 PTA INSURANCE 215 PTA MEETING CHILD CARE J- 240 PTA MEETING CHILDCARE J-D 180 PTA MEETING FOOD J-D 154 PTA MEETING FOOD J-J 151 PTA OFFICE SUPPLIES J-D 18 PTA OFFICE SUPPLIES J-J 19 PTA TRAINING 25 SCHOOL BEAUTIFICATION J-D 279 SCHOOL BEAUTIFICATION J-J 427 SCRIP J-J 7,336 SQUARE FEES J-J 41 STATE REGISTRATION 50 STUDENT AID J-J 150 T-SHIRTS J-D 2,292 T-SHIRTS J-J 553 TAMALE SALE J-J 48 TAX PREPARATION J-D 200 TEACHER APPRECIATION J-D 238 TEACHER APPRECIATION J-J 441 THEATRE CLUB 512 THEATRE CLUB J-J 215 WINTER FESTIVAL 41 TOTAL 41,006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 45 20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT ARLETA SCHOOL, A PUBLIC K-8 SCHOOL IN THE PORTLAND PUBLIC SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166330
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ARLETA PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0471523429
ReturnHeader/Filer/PhoneNum05039166330
ReturnHeader/Filer/USAddress/AddressLine1Txt05109 SE 66TH AVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
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ReturnHeader/FilingSecurityInformation/IPTm017:05:06
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970808107
ReturnHeader/PreparerPersonGrp/PhoneNum05038871243
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-11T15:05:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$34.8$0.02$34.8$54.5$42.3$12.2