Civic Intelligence

PTA Oregon Congress Odyssey PTA

990EZ • Fiscal year 2024 • EIN 81-2822196

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 01, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

10th percentile

-51%

Higher net margin than 10% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

15th percentile

-38%

Faster asset growth than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$122,308

Down $75,696 (-38%) from 2023

Net Assets

Down

$122,308

Down $75,696 (-38%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$148,744

Down $22,804 (-13%) from 2023

Expenses

Up

$224,440

Up $84,468 (+60%) from 2023

Net Income

Down

-$75,696

Down $107,272 (-340%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$122,308
Liabilities$0
Net Assets$122,308

Operations Trend

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

2024

Revenue$148,744
Expenses$224,440
Net Income-$75,696
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$148,744
Mission and Program Overview

Mission

Provide support for enrichment and educational activities for the odyssey program

Provide support for enrichment & educati

Program Services

DescriptionGrantsExpenses
K12 FIELD TRIPS 345 FIELD STUDY 678 FIELD STUDY-$77,361
COMMUNITY SUPPORT SPECIAL PROJECTS-$53,332
TEACHER SUPPORT-$32,419
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHANNA MANALISPresident-$0--
JESSICA SOLTESZVice President-$0--
BOB WALLSecretary-$0--
BRIAN WINTERSTreasurer-$0--
MISSY MCKENNAOfficer-$0--
KATY MCKINNEY-BOCKOfficer-$0--
BRIANA ZORNOfficer-$0--
SHAINA ZAKALIKOfficer-$0--
MARISA BORREVIKOfficer-$0--
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
2024-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Pacific Northwest Tax Service
Address
2100 NE BROADWAY ST Suite 105, PORTLAND, OR 97232
Preparer
Nancy Aleshire
Phone
5036465600
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity k12 field trips amount 77,361activity community support other support special projects amount 53,332activity teacher support amount 32,419activity other amount 52,532

Description of other expenses Part I line 16

Description amountinsurance 170fundraising 1,304office 6,302

Raw XML Appendix185 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHANNA MANALIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARISA BORREVIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt07776
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0224440
IRS990EZ/TotalProgramServiceExpensesAmt0163112
IRS990EZ/TotalRevenueAmt0148744
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0131549
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0566042
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY K12 FIELD TRIPS AMOUNT 77,361ACTIVITY COMMUNITY SUPPORT OTHER SUPPORT SPECIAL PROJECTS AMOUNT 53,332ACTIVITY TEACHER SUPPORT AMOUNT 32,419ACTIVITY OTHER AMOUNT 52,532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 170FUNDRAISING 1,304OFFICE 6,302
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN WINTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166310
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS ODYSSEY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0812822196
ReturnHeader/Filer/USAddress/AddressLine1Txt01849 SW 58TH AVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05036465600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
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ReturnHeader/ReturnTs02024-11-05T16:17:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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