Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2023 • EIN 57-1187564

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 2023

Organization Profilepineridgeptabend.memberhub.com
19840 Hollygrape StreetBend, OR 97702

(541) 388-5900

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

87th percentile

58%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

79th percentile

44%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$25,310

Up $9,324 (+58%) from 2022

Net Assets

Up

$25,310

Up $9,324 (+58%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

Up

$80,020

Up $24,627 (+44%) from 2022

Expenses

Up

$70,696

Up $24,429 (+53%) from 2022

Net Income

Up

$9,324

Up $198 (+2.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$30K$20K$10K$0Assets 2018: $9,851Liabilities 2018: $02018Assets 2019: $7,649Liabilities 2019: $02019Assets 2020: $10,529Liabilities 2020: $02020Assets 2022: $15,986Liabilities 2022: $0Net Assets 2022: $15,9862022Assets 2023: $25,310Liabilities 2023: $0Net Assets 2023: $25,3102023Assets 2024: $19,705Liabilities 2024: $02024Assets 2025: $10,435Liabilities 2025: $0Net Assets 2025: $10,4352025

Highlighted filing

2023

Assets$25,310
Liabilities$0
Net Assets$25,310
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

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

$100K$50K$0-$50KRevenue 2018: $40,974Expenses 2018: $36,246Net Income 2018: $4,7282018Revenue 2019: $41,357Expenses 2019: $13,559Net Income 2019: $27,7982019Revenue 2020: $42,585Expenses 2020: $39,705Net Income 2020: $2,8802020Revenue 2022: $55,393Expenses 2022: $46,267Net Income 2022: $9,1262022Revenue 2023: $80,020Expenses 2023: $70,696Net Income 2023: $9,3242023Revenue 2024: $82,252Expenses 2024: $87,857Net Income 2024: -$5,6052024Revenue 2025: $74,295Expenses 2025: $83,565Net Income 2025: -$9,2702025

Highlighted filing

2023

Revenue$80,020
Expenses$70,696
Net Income$9,324
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$92,386
Mission and Program Overview

Mission

EDUCATIONALCHARITABLE

Program Services

DescriptionGrantsExpenses
PTA IS A CHARITABLE OREGANIZATION MADE TO SUPPORT PINE RIDGE ELEMETARY SCHOOL IN BEND, OREGON. THE PTA SERVES APPROXIMATELY 525 STUDENTS, FAMILIES AND 70 STAFF.$49,364$70,587
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY JANESPresidentPT$0--
ALICIA BREWERVice President-$0--
BRANDI CORTESESecretary-$0--
KRISTY HANSTADTreasurer-$0--
ANNE ROHDEMembership Coordinator-$0--
CORY TECKMANVolunteer Coordinator-$0--
JENNY KINGCommunications Coordinator-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fun Run$57,900$57,900-$57,900
Total Events$57,900$57,900-$57,900
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
57-1187564
Address
19840 HOLLYGRAPE STREET, BEND, OR 97702

Signing Officer

Name
Kelly Janes
Title
President
Phone
5413885900
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Kathryn L Scott Tax & Accting Serv
Address
2500 NE Twin Knolls Drive 255, Bend, OR 97701
Preparer
Kathryn L Scott EA LTC
Phone
5413850909
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Grantee pine ridge elementary street 19840 hollygrape street city, state, zip bend, or 97702amount 49,364”

Description of other expenses Part I line 16

“Description amountpta event exp 18,160operating exp 3,063”

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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTY HANSTAD
IRS990EZ/BooksInCareOfDetail/PhoneNum05413885900
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015986
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025310
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt058626
IRS990EZ/CostOfGoodsSoldAmt02499
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09324
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015986
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025310
IRS990EZ/FundraisingGrossIncomeAmt031342
IRS990EZ/GrantsAndSimilarAmountsPaidAmt049364
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-460
IRS990EZ/GrossReceiptsAmt092386
IRS990EZ/GrossSalesOfInventoryAmt02039
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0379
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015986
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025310
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015986
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY JANES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALICIA BREWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRANDI CORTESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTY HANSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNE ROHDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CORY TECKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNY KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VOLUNTEER COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6COMMUNICATIONS COORDINATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021223
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONALCHARITABLE
IRS990EZ/PrintingPublicationsPostageAmt0109
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA IS A CHARITABLE OREGANIZATION MADE TO SUPPORT PINE RIDGE ELEMETARY SCHOOL IN BEND, OREGON. THE PTA SERVES APPROXIMATELY 525 STUDENTS, FAMILIES AND 70 STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049364
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt070587
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09867
IRS990EZ/SpecialEventsNetIncomeLossAmt021475
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070696
IRS990EZ/TotalProgramServiceExpensesAmt070587
IRS990EZ/TotalRevenueAmt080020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058259
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0203242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033381
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt064981
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0268223
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt092390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057473
IRS990ScheduleA/Total509Grp/TotalAmt0268223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt092390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057473
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0268223
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057900
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057900
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0OR
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTEE PINE RIDGE ELEMENTARY STREET 19840 HOLLYGRAPE STREET CITY, STATE, ZIP BEND, OR 97702AMOUNT 49,364
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTPTA EVENT EXP 18,160OPERATING EXP 3,063
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY JANES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05413885900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0571187564
ReturnHeader/Filer/USAddress/AddressLine1Txt019840 HOLLYGRAPE STREET
ReturnHeader/Filer/USAddress/CityNm0BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832878312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathryn L Scott Tax & Accting Serv
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 NE Twin Knolls Drive 255
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097701
ReturnHeader/PreparerPersonGrp/PhoneNum05413850909
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathryn L Scott EA LTC
ReturnHeader/ReturnTs02023-11-08T12:07:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JANES
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
$25,310
Liabilities
$0
Net assets
$25,310
Revenue
$80,020
Expenses
$70,696
Net income
$9,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$74.3$83.6$9.27
2024Summary only. Only limited summary data is available for this year.$19.7$0.00$82.3$87.9$5.61
2023Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$80.0$70.7$9.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.00$16.0$55.4$46.3$9.13
2020Summary only. Only limited summary data is available for this year.$10.5$0.00$42.6$39.7$2.88
2019Summary only. Only limited summary data is available for this year.$7.65$0.00$41.4$13.6$27.8
2018Summary only. Only limited summary data is available for this year.$9.85$0.00$41.0$36.2$4.73