Civic Intelligence

PTA Oregon Congress - Irvington

990EZ • Fiscal year 2023 • EIN 93-0991012

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 12, 2024

1320 NE BrazeePortland, OR 97212

(503) 916-6185

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 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

21st percentile

-18%

Higher net margin than 21% 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

33rd percentile

-8.7%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Down

$234,078

Down $22,284 (-8.7%) from 2022

Net Assets

Down

$234,078

Down $22,284 (-8.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$123,943

Up $17,272 (+16%) from 2022

Expenses

Up

$146,227

Up $65,388 (+81%) from 2022

Net Income

Down

-$22,284

Down $48,116 (-186%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $160,246Liabilities 2011: $426Net Assets 2011: $159,8202011Assets 2012: $194,545Liabilities 2012: $2,227Net Assets 2012: $192,3182012Assets 2013: $182,816Liabilities 2013: $5,161Net Assets 2013: $177,6552013Assets 2014: $192,744Liabilities 2014: $3,730Net Assets 2014: $189,0142014Assets 2015: $203,808Liabilities 2015: $7,014Net Assets 2015: $196,7942015Assets 2016: $198,768Liabilities 2016: $22,822Net Assets 2016: $175,9462016Assets 2017: $185,510Liabilities 2017: $10,369Net Assets 2017: $175,1412017Assets 2018: $220,229Liabilities 2018: $8,687Net Assets 2018: $211,5422018Assets 2019: $243,945Liabilities 2019: $7,582Net Assets 2019: $236,3632019Assets 2020: $227,664Liabilities 2020: $7,582Net Assets 2020: $220,0822020Assets 2021: $230,530Net Assets 2021: $230,5302021Assets 2022: $256,362Net Assets 2022: $256,3622022Assets 2023: $234,078Net Assets 2023: $234,0782023Assets 2024: $219,124Net Assets 2024: $219,1242024

Highlighted filing

2023

Assets$234,078
Liabilities-
Net Assets$234,078

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $143,122Expenses 2011: $77,409Net Income 2011: $65,7132011Revenue 2012: $126,902Expenses 2012: $94,404Net Income 2012: $32,4982012Revenue 2013: $140,772Expenses 2013: $155,435Net Income 2013: -$14,6632013Revenue 2014: $149,566Expenses 2014: $138,207Net Income 2014: $11,3592014Revenue 2015: $140,061Expenses 2015: $132,281Net Income 2015: $7,7802015Revenue 2016: $160,808Expenses 2016: $181,656Net Income 2016: -$20,8482016Revenue 2017: $152,064Expenses 2017: $152,869Net Income 2017: -$8052017Revenue 2018: $164,028Expenses 2018: $127,627Net Income 2018: $36,4012018Revenue 2019: $164,455Expenses 2019: $139,634Net Income 2019: $24,8212019Revenue 2020: $142,669Expenses 2020: $158,950Net Income 2020: -$16,2812020Revenue 2021: $84,458Expenses 2021: $74,010Net Income 2021: $10,4482021Revenue 2022: $106,671Expenses 2022: $80,839Net Income 2022: $25,8322022Revenue 2023: $123,943Expenses 2023: $146,227Net Income 2023: -$22,2842023Revenue 2024: $166,528Expenses 2024: $181,482Net Income 2024: -$14,9542024

Highlighted filing

2023

Revenue$123,943
Expenses$146,227
Net Income-$22,284
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 12, 2024
Return Version
2022v5.0
Gross Receipts
$159,394
Mission and Program Overview

Mission

To assist in the education of children, strengthen our community and be a communication link with families and volunteers. To provide funds for educational activities not funded by the school district

To assist in the education of children, strengthen our community and be a communication link with families and volunteers. To provide funds for educational activities not funded by the school district.

Program Services

DescriptionGrantsExpenses
CONTRIBUTE FUNDS FOR FIELD TRIPS, TEACHER CLASSROOM NEEDS AND ARTS AND MUSIC ENRICHMENT.$13,390$84,793
PURCHASE FULL TIME STAFF POSITIONS THROUGH PORTLAND SCHOOLS.-$45,872
PURCHASE SOFTWARE, TECHNOLOGY, READING SUPPORT.-$8,340
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA FARLEYPresident-$0--
HALEY HATFIELDVice President-$0--
HOLLY KONDZIELATreasurer-$0--
JASON LEAVITTAsst. Treasurer-$0--
REED HARRISONAsst. Treasurer-$0--
REBECCA RENCOVASecretary-$0--
ALYNDA LINGWOODDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$104,329$104,329$21,259$83,070
Read-a-thon$15,082$15,082$995$14,087
Total Events$133,155$133,155$25,670$107,485
Filing and Contact Details

Filer

Filer Name
PTA Oregon Congress - Irvington
EIN
93-0991012
Phone
5039166185
Address
1320 NE Brazee, Portland, OR 97212

Signing Officer

Name
Holly Kondziela
Title
Treasurer
Signed
2024-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Jonna Vercellini CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Other Revenue.1

GARDEN PLOT FEES $830

Other Expenses.1002

Office Expenses $5356

Other Expenses.1003

Information Technology $4253

Other Expenses.1012

Insurance $133

Other Expenses.1

Fund fte through psf $50000

Other Expenses.2

FIELD TRIPS $27184

Other Expenses.3

Programs and events $18492

Other Expenses.4

Classroom supplies $15510

Other Expenses.5

Arts & music enrichment $9020

Other Expenses.6

LIBRARY $2263

Raw XML Appendix204 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/OtherRevenueTotalAmt0830
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IRS990EZ/PrintingPublicationsPostageAmt0626
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONTRIBUTE FUNDS FOR FIELD TRIPS, TEACHER CLASSROOM NEEDS AND ARTS AND MUSIC ENRICHMENT.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GARDEN PLOT FEES $830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $5356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $4253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUND FTE THROUGH PSF $50000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIELD TRIPS $27184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROGRAMS AND EVENTS $18492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CLASSROOM SUPPLIES $15510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ARTS & MUSIC ENRICHMENT $9020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LIBRARY $2263
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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ReturnHeader/Filer/EIN0930991012
ReturnHeader/Filer/PhoneNum05039166185
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05032223338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonna Vercellini CPA
ReturnHeader/ReturnTs02024-01-17T10:17:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOLLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KONDZIELA
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$2.19$1.67$1.81$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.34$2.34$1.24$1.46$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.56$2.56$1.07$0.81$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.31$2.31$0.84$0.74$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.08$2.20$1.43$1.59$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.08$2.36$1.64$1.40$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.09$2.12$1.64$1.28$0.36
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.10$1.75$1.52$1.53$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.23$1.76$1.61$1.82$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.07$1.97$1.40$1.32$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.04$1.89$1.50$1.38$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.05$1.78$1.41$1.55$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.02$1.92$1.27$0.94$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$1.43$0.77$0.66