Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2021 • EIN 68-0520643

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

1100 Maine StNorth Bend, OR 97459

(541) 756-8348

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

13th percentile

-40%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

11th percentile

-39%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

16th percentile

-51%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Down

$6,234

Down $4,066 (-39%) from 2020

Net Assets

Down

$6,234

Down $4,066 (-39%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$10,201

Down $10,494 (-51%) from 2020

Expenses

Down

$14,267

Down $795 (-5.3%) from 2020

Net Income

Down

-$4,066

Down $9,699 (-172%) from 2020

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $24,092Liabilities 2012: $02012Assets 2013: $31,035Liabilities 2013: $02013Assets 2014: $10,831Net Assets 2014: $10,8312014Assets 2015: $22,832Net Assets 2015: $22,8322015Assets 2016: $26,337Net Assets 2016: $26,3372016Assets 2017: $10,381Net Assets 2017: $10,3812017Assets 2018: $18,282Net Assets 2018: $18,2822018Assets 2019: $4,667Liabilities 2019: $02019Assets 2020: $10,300Net Assets 2020: $10,3002020Assets 2021: $6,234Net Assets 2021: $6,2342021Assets 2022: $16,134Net Assets 2022: $16,1342022

Highlighted filing

2021

Assets$6,234
Liabilities-
Net Assets$6,234

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $47,323Expenses 2012: $42,673Net Income 2012: $4,6502012Revenue 2013: $43,715Expenses 2013: $36,772Net Income 2013: $6,9432013Revenue 2014: $15,089Expenses 2014: $35,293Net Income 2014: -$20,2042014Revenue 2015: $24,772Expenses 2015: $12,771Net Income 2015: $12,0012015Revenue 2016: $23,354Expenses 2016: $13,072Net Income 2016: $10,2822016Revenue 2017: $20,723Expenses 2017: $36,679Net Income 2017: -$15,9562017Revenue 2018: $26,857Expenses 2018: $18,956Net Income 2018: $7,9012018Revenue 2019: $16,671Expenses 2019: $30,286Net Income 2019: -$13,6152019Revenue 2020: $20,695Expenses 2020: $15,062Net Income 2020: $5,6332020Revenue 2021: $10,201Expenses 2021: $14,267Net Income 2021: -$4,0662021Revenue 2022: $22,317Expenses 2022: $12,417Net Income 2022: $9,9002022

Highlighted filing

2021

Revenue$10,201
Expenses$14,267
Net Income-$4,066
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$13,338
Mission and Program Overview

Mission

Child/Education advocacy

Program Services

DescriptionGrantsExpenses
SCHOOL MORALE ACTIVITIES TO INCLUDE: PROGRAMS & ASSEMBLIES, SCHOOLSTORE, MARATHON MADNESS (INCENTIVE PROGRAM FOR RUNNING LAPS), END OF YEARBOWLING, FIELD TRIPS, STAFF APPRECIATION, CLASS SUPPORT, GRADE GRANTS.$0$13,253
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDY THOMPSONPresident-$0--
MARIANNE MOOREVice President-$0--
ASHLEY O'NEIL2nd Vice President-$0--
MELISSA CELONISecretary-$0--
ADAM CELONITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
68-0520643
Phone
5417568348
Address
1100 MAINE ST, NORTH BEND, OR 97459

Signing Officer

Name
ASHLEY O'NEIL
Title
President
Phone
5417568348
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Phelps & Watson LLC
Address
290 S 4TH STREET, COOS BAY, OR 97420
Preparer
Kimberly L Phelps CPA
Phone
5412691272
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

PENCIL DISPENSER 10.

Form 990EZ, Part I, Line 16

LICENSES & FEES 70.

Form 990EZ, Part I, Line 16

End-of-year activities 2281.

Form 990EZ, Part I, Line 16

Faculty/staff appreciation 3273.

Form 990EZ, Part I, Line 16

Food/prizes at meetings 200.

Form 990EZ, Part I, Line 16

GRADE LEVEL GRANTS 7200.

Form 990EZ, Part I, Line 16

Liability/bonding insurance 235.

Form 990EZ, Part I, Line 16

BANK FEES 101.

Form 990EZ, Part I, Line 16

MEMBERSHIP DUES 171.

Form 990EZ, Part I, Line 16

SUPPLIES 236.

Form 990EZ, Part I, Line 16

MARATHON MADNESS 500.

Raw XML Appendix187 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/PersonNm0ASHLEY O'NEIL
IRS990EZ/BooksInCareOfDetail/PhoneNum05417568348
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01100 MAINE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097459
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010300
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06234
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0479
IRS990EZ/CostOfGoodsSoldAmt01086
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4066
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010300
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06234
IRS990EZ/FundraisingGrossIncomeAmt09852
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01731
IRS990EZ/GrossReceiptsAmt013338
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02817
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0180
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010300
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06234
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010300
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06234
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIANNE MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEY O'NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA CELONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ADAM CELONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014267
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD/EDUCATION ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL MORALE ACTIVITIES TO INCLUDE: PROGRAMS & ASSEMBLIES, SCHOOLSTORE, MARATHON MADNESS (INCENTIVE PROGRAM FOR RUNNING LAPS), END OF YEARBOWLING, FIELD TRIPS, STAFF APPRECIATION, CLASS SUPPORT, GRADE GRANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013253
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02051
IRS990EZ/SpecialEventsNetIncomeLossAmt07801
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014267
IRS990EZ/TotalProgramServiceExpensesAmt013253
IRS990EZ/TotalRevenueAmt010201
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05493
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08052
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06053
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012669
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt028750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023343
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0127035
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0151737
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038297
IRS990ScheduleA/Total509Grp/TotalAmt0151737
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0151737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PENCIL DISPENSER 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LICENSES & FEES 70.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2END-OF-YEAR ACTIVITIES 2281.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FACULTY/STAFF APPRECIATION 3273.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOOD/PRIZES AT MEETINGS 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRADE LEVEL GRANTS 7200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LIABILITY/BONDING INSURANCE 235.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES 101.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBERSHIP DUES 171.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUPPLIES 236.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MARATHON MADNESS 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY O'NEIL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05417568348
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0680520643
ReturnHeader/Filer/PhoneNum05417568348
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 MAINE ST
ReturnHeader/Filer/USAddress/CityNm0NORTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHELPS & WATSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 S 4TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COOS BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097420
ReturnHeader/PreparerPersonGrp/PhoneNum05412691272
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY L PHELPS CPA
ReturnHeader/ReturnTs02021-11-15T13:42:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ASHLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ONEIL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings