Civic Intelligence

PTA Oregon Congress Odyssey PTA

990 • Fiscal year 2023 • EIN 81-2822196

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 29, 2023

Organization Profile
1849 SW 58th AvePortland, OR 97221-1413

(503) 916-6310

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

72nd percentile

18%

Higher net margin than 72% 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

72nd percentile

19%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

78th percentile

43%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$198,004

Up $32,114 (+19%) from 2022

Net Assets

Up

$198,004

Up $32,114 (+19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin72nd percentile

Revenue

Up

$171,548

Up $51,576 (+43%) from 2022

Expenses

Up

$139,972

Up $38,114 (+37%) from 2022

Net Income

Up

$31,576

Up $13,462 (+74%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$200K$150K$100K$50K$0Assets 2017: $104,294Liabilities 2017: $0Net Assets 2017: $104,2942017Assets 2018: $63,781Liabilities 2018: $0Net Assets 2018: $63,7812018Assets 2019: $63,045Liabilities 2019: $0Net Assets 2019: $63,0452019Assets 2020: $162,788Liabilities 2020: $0Net Assets 2020: $162,7882020Assets 2021: $147,351Liabilities 2021: $0Net Assets 2021: $147,3512021Assets 2022: $165,890Liabilities 2022: $0Net Assets 2022: $165,8902022Assets 2023: $198,004Liabilities 2023: $0Net Assets 2023: $198,0042023Assets 2024: $122,308Liabilities 2024: $0Net Assets 2024: $122,3082024Assets 2025: $94,292Liabilities 2025: $0Net Assets 2025: $94,2922025

Highlighted filing

2023

Assets$198,004
Liabilities$0
Net Assets$198,004
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $176,491Expenses 2017: $173,400Net Income 2017: $3,0912017Revenue 2018: $236,059Expenses 2018: $276,572Net Income 2018: -$40,5132018Revenue 2019: $246,681Expenses 2019: $246,034Net Income 2019: $6472019Revenue 2020: $196,858Expenses 2020: $101,115Net Income 2020: $95,7432020Revenue 2021: $41,387Expenses 2021: $47,858Net Income 2021: -$6,4712021Revenue 2022: $119,972Expenses 2022: $101,858Net Income 2022: $18,1142022Revenue 2023: $171,548Expenses 2023: $139,972Net Income 2023: $31,5762023Revenue 2024: $148,744Expenses 2024: $224,440Net Income 2024: -$75,6962024Revenue 2025: $150,883Expenses 2025: $187,620Net Income 2025: -$36,7372025

Highlighted filing

2023

Revenue$171,548
Expenses$139,972
Net Income$31,576
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 29, 2023
Return Version
2022v5.0
Gross Receipts
$171,548
Mission and Program Overview

Mission

Provide support for enrichment and educational activities for the odyssey program

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$165,890$198,004▲ $32,114
Cash and Non-Interest-Bearing Accounts$114,868$148,002▲ $33,134
Savings and Temporary Cash Investments$51,022$50,002▼ $1,020
Total Assets$165,890$198,004▲ $32,114
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$165,890$198,004▲ $32,114
Total Liabilities and Net Assets / Fund Balance$165,890$198,004▲ $32,114
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Jessica DalpiazCo President
Katie HoffmanCo President
Jessica SolteszVice President
Kathleen Valle345 Coordinator
Samantha Juarez678 Coordinator
Elise SaportaDirect Giving Coordinator
Briana ZornK12 Coordinator
Nancy MillerSecretary
Brian WintersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$154,842
Program Service Revenue
$16,701
Investment Income
$5
Other Revenue
$0
All Other Contributions
$139,192
Change in Net Assets
$31,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$136,668
Other Expenses$3,304
Total Fundraising Expense$1,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$136,668--$136,668
Other Expenses--$1,250$1,250
Office Expenses-$967-$967
Fees for Services Accounting-$917-$917
Insurance-$170-$170
Total Functional Expenses$136,668$2,054$1,250$139,972
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festiva$7,893$7,893-$7,893
Run for the$6,444$6,444-$6,444
Total Events$14,337$14,337-$14,337
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“Members are any parents, teachers, or other members of the school community who have paid annual dues for the current fiscal year. Per the oregon pta unified local unit bylaws, as amended april 2022, officers are elected and vacancies are filled by the members by an election at a general meeting.”

Governing body decisions Part VI line 7B

“Members are any parents, teachers, or other members of the school community who have paid annual dues for the current fiscal year. Per the oregon pta unified local unit bylaws, as amended april 2022, officers are elected and vacancies are filled by the members by an election at a general meeting.”

Form 990 governing body review Part VI line 11

“Form 990, part vi, line 11b:the treasurer reviews the form 990 and supporting schedules prior to filing”

Form 990 availability to public Part VI line 18

“Documents available to the public on the irs website and oregon department of justice website”

Governing documents etc available to public Part VI line 19

“Form 990, part vi, line 19: governing documents disclosure explanation.”

Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress Odyssey Pta
EIN
81-2822196
Address
1849 SW 58TH AVE, PORTLAND, OR 97221-1413

Signing Officer

Name
Brian Winters
Title
Treasurer
Phone
5039166310
Signed
2023-09-29
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
60

Preparer

Firm
Pacific Northwest Tax Service
Address
2100 NE BROADWAY ST Suite 105, PORTLAND, OR 97232
Preparer
Nancy Aleshire
Phone
5036465600
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3678 COORDINATOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE TO THE PUBLIC ON THE IRS WEBSITE AND OREGON DEPARTMENT OF JUSTICE WEBSITE
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ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$198,004
Liabilities
$0
Net assets
$198,004
Revenue
$171,548
Expenses
$139,972
Net income
$31,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.51$1.88$0.37
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.49$2.24$0.76
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.72$1.40$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.20$1.02$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.41$0.48$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.97$1.01$0.96
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$2.47$2.46$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$2.36$2.77$0.41
2017Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$1.76$1.73$0.03