Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2021 • EIN 91-1830046

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

19875 SW Stafford RoadWest Linn, OR 97068

(503) 673-7150

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.

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

100th percentile

1000%

Higher net margin than 100% 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.

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

Asset Growth

30th percentile

-5.8%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Down

$188,914

Down $11,539 (-5.8%) from 2020

Net Assets

Down

$188,914

Down $11,539 (-5.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

-$1,154

Down $30,600 (-104%) from 2020

Expenses

Down

$10,385

Down $26,108 (-72%) from 2020

Net Income

Down

-$11,539

Down $4,492 (-64%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $174,224Liabilities 2011: $02011Assets 2012: $145,277Liabilities 2012: $0Net Assets 2012: $145,2772012Assets 2013: $148,434Liabilities 2013: $0Net Assets 2013: $148,4342013Assets 2014: $197,090Liabilities 2014: $0Net Assets 2014: $197,0902014Assets 2015: $197,391Liabilities 2015: $0Net Assets 2015: $197,3912015Assets 2016: $179,397Liabilities 2016: $0Net Assets 2016: $179,3972016Assets 2017: $170,308Liabilities 2017: $0Net Assets 2017: $170,3082017Assets 2018: $146,984Liabilities 2018: $0Net Assets 2018: $146,9842018Assets 2019: $207,500Liabilities 2019: $0Net Assets 2019: $207,5002019Assets 2020: $200,453Liabilities 2020: $0Net Assets 2020: $200,4532020Assets 2021: $188,914Liabilities 2021: $0Net Assets 2021: $188,9142021

Highlighted filing

2021

Assets$188,914
Liabilities$0
Net Assets$188,914

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $57,403Expenses 2011: $56,384Net Income 2011: $1,0192011Revenue 2012: $36,611Expenses 2012: $65,558Net Income 2012: -$28,9472012Revenue 2013: $40,203Expenses 2013: $37,046Net Income 2013: $3,1572013Revenue 2014: $95,675Expenses 2014: $47,019Net Income 2014: $48,6562014Revenue 2015: $49,712Expenses 2015: $49,411Net Income 2015: $3012015Revenue 2016: $54,412Expenses 2016: $72,406Net Income 2016: -$17,9942016Revenue 2017: $61,721Expenses 2017: $70,810Net Income 2017: -$9,0892017Revenue 2018: $54,925Expenses 2018: $78,249Net Income 2018: -$23,3242018Revenue 2019: $101,380Expenses 2019: $40,864Net Income 2019: $60,5162019Revenue 2020: $29,446Expenses 2020: $36,493Net Income 2020: -$7,0472020Revenue 2021: -$1,154Expenses 2021: $10,385Net Income 2021: -$11,5392021

Highlighted filing

2021

Revenue-$1,154
Expenses$10,385
Net Income-$11,539
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$5,453
Mission and Program Overview

Mission

ELEMENTARY EDUCATION

Program Services

DescriptionGrantsExpenses
PARENT/STAFF SUPPORT$0$1,314
CURRICULUM ENHANCED BY FUNDING TECHNOLOGY, TEACHER AND STAFF SUPPLIES$0$999
CURRICULUM ENHANCED BY FUNDING ART PROJECTS AND PROVIDING ART SUPPLIES FOR ALL STUDENTS AS WELL AS RELATED ASSEMBLIES$0$100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGELA MORGANCo-PresidentPT$0--
ILLANAH GRUETTERCo-PresidentPT$0--
LESLIE ABRAHAMVice PresidentPT$0--
SADIE ELLWOODSecretaryPT$0--
SUSAN HARSANYTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stampede$1,779$1,779$219$1,560
Apparel$472$472$580$-108
Total Events$2,913$2,913$6,607$-3,694
Filing and Contact Details

Filer

Filer Name
Stafford Ptsa
EIN
91-1830046
Phone
5036737150
Address
19875 SW STAFFORD ROAD, WEST LINN, OR 97068

Signing Officer

Name
Susan Harsany
Title
Treasurer
Phone
5036737150
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Geffen Mesher & Company Pc
Address
888 SW 5TH AVENUE SUITE 800, PORTLAND, OR 97204
Preparer
Dave Adams
Phone
5032210141
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 113.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: teacher classroom support. Grantee name: 22 teachers. Grantee relationship: teachers of ptsa. Property description: cash. Date of gift: various. Amount given: 2,113.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: classroom enrichment. Grantee name: west linn/wilsonville school district. Grantee address: 22210 sw stafford road tualatin, or 97062. Grantee relationship: school district of ptsa. Property description: cash. Date of gift: various. Amount given: 2,892. Total included on form 990-ez, line 10: 5,005.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: parent/staff support. Amount: 1,314. Description: arts, cultural and media. Amount: 100. Description: classroom enrichment. Amount: 999. Description: ptsa administration. Amount: 2,967. Total to form 990-ez, line 16: 5,380.

Raw XML Appendix214 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/TitleTxt1CO-PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05380
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRICULUM ENHANCED BY FUNDING ART PROJECTS AND PROVIDING ART SUPPLIES FOR ALL STUDENTS AS WELL AS RELATED ASSEMBLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CURRICULUM ENHANCED BY FUNDING TECHNOLOGY, TEACHER AND STAFF SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARENT/STAFF SUPPORT
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-3694
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt0-1154
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025512
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt092065
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0123
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0114
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0106
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02913
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IRS990ScheduleA/InvestmentIncomePYPct00.00090
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0750
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 113.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: TEACHER CLASSROOM SUPPORT. GRANTEE NAME: 22 TEACHERS. GRANTEE RELATIONSHIP: TEACHERS OF PTSA. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,113.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CLASSROOM ENRICHMENT. GRANTEE NAME: WEST LINN/WILSONVILLE SCHOOL DISTRICT. GRANTEE ADDRESS: 22210 SW STAFFORD ROAD TUALATIN, OR 97062. GRANTEE RELATIONSHIP: SCHOOL DISTRICT OF PTSA. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,892. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,005.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PARENT/STAFF SUPPORT. AMOUNT: 1,314. DESCRIPTION: ARTS, CULTURAL AND MEDIA. AMOUNT: 100. DESCRIPTION: CLASSROOM ENRICHMENT. AMOUNT: 999. DESCRIPTION: PTSA ADMINISTRATION. AMOUNT: 2,967. TOTAL TO FORM 990-EZ, LINE 16: 5,380.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN HARSANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036737150
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STAFFORD PTSA
ReturnHeader/Filer/BusinessNameControlTxt0STAF
ReturnHeader/Filer/EIN0911830046
ReturnHeader/Filer/PhoneNum05036737150
ReturnHeader/Filer/USAddress/AddressLine1Txt019875 SW STAFFORD ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST LINN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097068
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931042710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEFFEN MESHER & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0888 SW 5TH AVENUE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032210141
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVE ADAMS
ReturnHeader/ReturnTs02021-11-12T15:37:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARSANY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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