Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2020 • EIN 93-0391598

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 31, 2021

Organization Profilewww.oregonpta.org
3108 SE 50th St APortland, OR 97206

(503) 234-3928

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

56th percentile

9.3%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

87th percentile

$31,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 24.7% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

94th percentile

261%

Faster asset growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-24%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$38,081

Up $27,522 (+261%) from 2019

Net Assets

Up

$38,081

Up $27,522 (+261%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin56th percentile

Revenue

Down

$125,370

Down $39,732 (-24%) from 2019

Expenses

Down

$113,754

Down $58,687 (-34%) from 2019

Net Income

Up

$11,616

Up $18,955 (+258%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$60K$40K$20K$0-$20KAssets 2011: $50,635Liabilities 2011: $0Net Assets 2011: $50,6352011Assets 2012: $33,592Liabilities 2012: $3,438Net Assets 2012: $30,1542012Assets 2013: $25,647Liabilities 2013: $94Net Assets 2013: $25,5532013Assets 2014: $21,894Liabilities 2014: $26,687Net Assets 2014: -$4,7932014Assets 2015: $31,966Liabilities 2015: $0Net Assets 2015: $31,9662015Assets 2016: $37,394Liabilities 2016: $0Net Assets 2016: $37,3942016Assets 2017: $24,825Liabilities 2017: $0Net Assets 2017: $24,8252017Assets 2018: $17,898Liabilities 2018: $0Net Assets 2018: $17,8982018Assets 2019: $10,559Liabilities 2019: $0Net Assets 2019: $10,5592019Assets 2020: $38,081Liabilities 2020: $0Net Assets 2020: $38,0812020Assets 2021: $29,519Liabilities 2021: $0Net Assets 2021: $29,5192021Assets 2022: $27,402Liabilities 2022: $0Net Assets 2022: $27,4022022Assets 2023: $48,831Liabilities 2023: $0Net Assets 2023: $48,8312023Assets 2024: $29,647Liabilities 2024: $0Net Assets 2024: $29,6472024Assets 2025: $36,180Liabilities 2025: $0Net Assets 2025: $36,1802025

Highlighted filing

2020

Assets$38,081
Liabilities$0
Net Assets$38,081
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $212,307Expenses 2011: $243,816Net Income 2011: -$31,5092011Revenue 2012: $194,038Expenses 2012: $214,519Net Income 2012: -$20,4812012Expenses 2013: $221,2032013Revenue 2014: $165,760Expenses 2014: $196,106Net Income 2014: -$30,3462014Revenue 2015: $220,866Expenses 2015: $210,444Net Income 2015: $10,4222015Revenue 2016: $184,897Expenses 2016: $179,469Net Income 2016: $5,4282016Revenue 2017: $201,018Expenses 2017: $213,587Net Income 2017: -$12,5692017Revenue 2018: $181,715Expenses 2018: $188,642Net Income 2018: -$6,9272018Revenue 2019: $165,102Expenses 2019: $172,441Net Income 2019: -$7,3392019Revenue 2020: $125,370Expenses 2020: $113,754Net Income 2020: $11,6162020Revenue 2021: $112,013Expenses 2021: $117,351Net Income 2021: -$5,3382021Revenue 2022: $138,481Expenses 2022: $140,598Net Income 2022: -$2,1172022Revenue 2023: $158,998Expenses 2023: $137,781Net Income 2023: $21,2172023Revenue 2024: $91,242Expenses 2024: $110,426Net Income 2024: -$19,1842024Revenue 2025: $107,143Expenses 2025: $100,610Net Income 2025: $6,5332025

Highlighted filing

2020

Revenue$125,370
Expenses$113,754
Net Income$11,616
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 31, 2021
Return Version
2019v5.0
Gross Receipts
$125,954
Mission and Program Overview

Mission

To support and speak on behalf of children and youth in the schools, in the community, and before governmental bodies and other organization that make decisions affecting the children. The Oregon PTA assists parents in developing the skills they need to raise and protect their children, and encourages parent and public involvement in the public school of the nation.

Description of organization mission: to support and speak on behalf of children and youth in the schools, in the community, and before governmental bodies and other organizations that make decisions affecting children. The oregon pta assists parents in developing the skills they need to raise and protect their children, and encourages parent and public involvement in the public schools of the nation.

Program Services

DescriptionGrantsExpenses
Portland Council PTA - Funds delivered to local councils to aid in advocacy of district and state monetary expenditures. Local councils also aid local units$6,188$0
TES Scholarships - Portland teacher education scholarships. For Oregon residents studying in college to become a teacher$3,500$0
Clackamas Council PTA - Funds delivered to local councils to aid in advocacy of district and state monetary expenditures. Local councils also aid local units$1,407$0
OREGON PTA GIVES AWARDS TO UNITS IN GOOD STANDING AND OUTSTANDING LEADERS OF THE YEAR. OREGON PTA MEMBERSHIP CONSISTS OF EVERY INDIVIDUAL WHO IS A MEMBER OF APTA/PTSA UNIT IN OREGON. OFFICERS OF THE ORGANIZATION ARE ELECTED BY BALLOT VOTE BY THE VOTING DELEGATES AT THE ANNUAL OREGON PTA CONVENTION. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS REVIEWED AND RE-SIGNED ANNUALLY NOTING ANY INCONSISTENCIES.$1,100$0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE SCHELLLegislative AdvocatePT$31,000-$31,000
JACQULINE DUVALLEmployeePT$19,014$1,057$20,071
KRISTI DILLEPresidentPT$0--
LISA KENSELPresident-ElectPT$0--
NICOLE BAILEYVP LeadershipPT$0--
DIANE MCCALMONTVP MembershipPT$0--
ANNA DOTYVP ProgramsPT$0--
TARA SHAFERSecretaryPT$0--
AMANDA SCHWETZERTreasuerPT$0--
JAMIE CLARYRegion DirectorPT$0--
JEFFREY HANESRegion DirectorPT$0--
CHRISTINE VIALRegion DirectorPT$0--
LILY CORDARRegion DirectorPT$0--
STEPHEN PYLANTRegion DirectorPT$0--
ELSA SPENCERegion DirectorPT$0--
MINDY HOLIDAYRegion DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
PTA Oregon Congress
EIN
93-0391598
Phone
5032343928
Address
3108 SE 50TH ST A, PORTLAND, OR 97206

Signing Officer

Name
Onika Siegel
Title
Treasurer
Phone
5032343928
Signed
2021-01-31
Discuss with paid preparer
Yes

Preparer

Preparer
Onika Siegel
Phone
6198610383
Supplemental Narrative

Additional Explanations

Part II, Line 24

“Other Assets: (Equipment) $ 1558.00”

Part I, Line 10

“Clackamas Council PTA Grant- $1407.00 Distribution in accordance with Organizations ByLaws New Unit/Council Dev. Grant - $800.00 Distribution in accordance with Organizations ByLaws New Unit/Council Dev. Grant - $800.00 Distribution in accordance with Organizations ByLaws TES Scholarships - $3500.00 Distribution in accordance with Organizations ByLaws Diversity - NPTA Hispanic Init. - $300.00 Distribution in accordance with Organizations ByLaws”

Part I, Line 16

“Conventions - $16459.67 Travel - $1530.14 National Legislative Summit - $2459.03 Board Meals & Lodging - $3319.19 Saif & Aim insurance - $1562.76 Leadership Training - $1328.85 Other Assets: (Equipment) $ 1558.00”

Part I, Line 20

“Change in net assets due to funding of grants/scholarships and due to COVID-19 less funds have went out.”

Part III, Line 31

“Oregon pta gives awards to units in good standing and outstanding leaders of the year. Oregon pta membership consists of every individual who is a member of apta/ptsa unit in oregon. Officers of the organization are elected by ballot vote by the voting delegates at the annual oregon pta convention. The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The conflict of interest policy is reviewed and re-signed annually noting any inconsistencies.”

Raw XML Appendix289 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OREGON PTA GIVES AWARDS TO UNITS IN GOOD STANDING AND OUTSTANDING LEADERS OF THE YEAR. OREGON PTA MEMBERSHIP CONSISTS OF EVERY INDIVIDUAL WHO IS A MEMBER OF APTA/PTSA UNIT IN OREGON. OFFICERS OF THE ORGANIZATION ARE ELECTED BY BALLOT VOTE BY THE VOTING DELEGATES AT THE ANNUAL OREGON PTA CONVENTION. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS REVIEWED AND RE-SIGNED ANNUALLY NOTING ANY INCONSISTENCIES.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt080
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0-2737
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02471
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt06419
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04043
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02740
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015673
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.978
IRS990ScheduleA/PublicSupportPY170Pct00.0
IRS990ScheduleA/PublicSupportTotal170Amt0688264
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0125534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0132609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0136216
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0153631
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0140274
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0688264
IRS990ScheduleA/TotalSupportAmt0704017
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Assets: (Equipment) $ 1558.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Clackamas Council PTA Grant- $1407.00 Distribution in accordance with Organizations ByLaws New Unit/Council Dev. Grant - $800.00 Distribution in accordance with Organizations ByLaws New Unit/Council Dev. Grant - $800.00 Distribution in accordance with Organizations ByLaws TES Scholarships - $3500.00 Distribution in accordance with Organizations ByLaws Diversity - NPTA Hispanic Init. - $300.00 Distribution in accordance with Organizations ByLaws
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conventions - $16459.67 Travel - $1530.14 National Legislative Summit - $2459.03 Board Meals & Lodging - $3319.19 Saif & Aim insurance - $1562.76 Leadership Training - $1328.85 Other Assets: (Equipment) $ 1558.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Change in net assets due to funding of grants/scholarships and due to COVID-19 less funds have went out.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OREGON PTA GIVES AWARDS TO UNITS IN GOOD STANDING AND OUTSTANDING LEADERS OF THE YEAR. OREGON PTA MEMBERSHIP CONSISTS OF EVERY INDIVIDUAL WHO IS A MEMBER OF APTA/PTSA UNIT IN OREGON. OFFICERS OF THE ORGANIZATION ARE ELECTED BY BALLOT VOTE BY THE VOTING DELEGATES AT THE ANNUAL OREGON PTA CONVENTION. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS REVIEWED AND RE-SIGNED ANNUALLY NOTING ANY INCONSISTENCIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III, Line 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ONIKA SIEGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05032343928
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Oregon Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0930391598
ReturnHeader/Filer/PhoneNum05032343928
ReturnHeader/Filer/USAddress/AddressLine1Txt03108 SE 50TH ST A
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097206
ReturnHeader/PreparerPersonGrp/PhoneNum06198610383
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ONIKA SIEGEL
ReturnHeader/ReturnTs02021-03-18T00:55:31Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,081
Liabilities
$0
Net assets
$38,081
Revenue
$125,370
Expenses
$113,754
Net income
$11,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$1.07$1.01$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.91$1.10$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.59$1.38$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.38$1.41$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.12$1.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.25$1.14$0.12
2019Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$1.65$1.72$0.07
2018Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$1.82$1.89$0.07
2017Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$2.01$2.14$0.13
2016Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$1.85$1.79$0.05
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$2.21$2.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.27$0.05$1.66$1.96$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$2.21
2012Summary only. Only limited summary data is available for this year.$0.34$0.03$0.30$1.94$2.15$0.20
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$2.12$2.44$0.32