Civic Intelligence

PTA Oregon Congress -

EIN 93-1009176 • 501(c)3 • Portland, OR

Profile

To generate resources urgently needed to restore and sustain high quality education for the students of Chapman Elementary School.

1445 NW 26th AvenuePortland, OR 97210

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

25th percentile

-17%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

33rd percentile

-16%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$124,526

Down $23,217 (-16%) from 2023

Liabilities

Down

$0

Down $1,873 (-100%) from 2023

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin25th percentile

Revenue

Up

$26,478

Up $6,979 (+36%) from 2023

Expenses

Down

$31,000

Down $59,524 (-66%) from 2023

Net Income

Up

-$4,522

Up $66,503 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $17,189Liabilities 2011: $0Net Assets 2011: $17,1892011Assets 2012: $151,605Net Assets 2012: $151,6052012Assets 2013: $128,248Net Assets 2013: $128,2482013Assets 2014: $132,272Net Assets 2014: $132,2722014Assets 2015: $131,367Liabilities 2015: $0Net Assets 2015: $131,3672015Assets 2016: $242,496Liabilities 2016: $9,168Net Assets 2016: $233,3282016Assets 2017: $178,980Liabilities 2017: $1,873Net Assets 2017: $177,1072017Assets 2018: $223,410Liabilities 2018: $1,871Net Assets 2018: $221,5392018Assets 2019: $285,771Liabilities 2019: $1,873Net Assets 2019: $283,8982019Assets 2020: $193,628Liabilities 2020: $1,873Net Assets 2020: $191,7552020Assets 2021: $219,798Liabilities 2021: $1,8732021Assets 2022: $218,768Liabilities 2022: $1,873Net Assets 2022: $216,8952022Assets 2023: $147,743Liabilities 2023: $1,8732023Assets 2024: $124,526Liabilities 2024: $02024

Highlighted filing

2024

Assets$124,526
Liabilities$0
Net Assets-
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $86,261Expenses 2011: $95,454Net Income 2011: -$9,1932011Revenue 2012: $168,826Expenses 2012: $34,410Net Income 2012: $134,4162012Revenue 2013: $152,789Expenses 2013: $175,846Net Income 2013: -$23,0572013Revenue 2014: $163,962Expenses 2014: $159,938Net Income 2014: $4,0242014Revenue 2015: $181,022Expenses 2015: $181,927Net Income 2015: -$9052015Revenue 2016: $219,443Expenses 2016: $117,482Net Income 2016: $101,9612016Revenue 2017: $209,734Expenses 2017: $265,955Net Income 2017: -$56,2212017Revenue 2018: $240,624Expenses 2018: $196,192Net Income 2018: $44,4322018Revenue 2019: $208,449Expenses 2019: $146,090Net Income 2019: $62,3592019Revenue 2020: $119,077Expenses 2020: $211,220Net Income 2020: -$92,1432020Revenue 2021: $37,707Expenses 2021: $11,537Net Income 2021: $26,1702021Revenue 2022: $61,236Expenses 2022: $62,266Net Income 2022: -$1,0302022Revenue 2023: $19,499Expenses 2023: $90,524Net Income 2023: -$71,0252023Revenue 2024: $26,478Expenses 2024: $31,000Net Income 2024: -$4,5222024

Highlighted filing

2024

Revenue$26,478
Expenses$31,000
Net Income-$4,522
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$124,526
Liabilities
$0
Net assets
-
Revenue
$26,478
Expenses
$31,000
Net income
-$4,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.25$0.00$0.26$0.31$0.05
2023Summary only. Only limited summary data is available for this year.$1.48$0.02$0.19$0.91$0.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.02$2.17$0.61$0.62$0.01
2021Summary only. Only limited summary data is available for this year.$2.20$0.02$0.38$0.12$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.02$1.92$1.19$2.11$0.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.02$2.84$2.08$1.46$0.62
2018Summary only. Only limited summary data is available for this year.$2.23$0.02$2.22$2.41$1.96$0.44
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.02$1.77$2.10$2.66$0.56
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.09$2.33$2.19$1.17$1.02
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.81$1.82$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.32$1.32$1.64$1.60$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$1.28$1.53$1.76$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$1.52$1.69$0.34$1.34
2011Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.86$0.95$0.09
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$134,576
Mission and Program Overview

Mission

To generate resources urgently needed to restore and sustain high quality education for the students of chapman elementary.

To generate resources urgently needed to restore and sustain high quality education for the students of chapman elementary

Program Services

DescriptionGrantsExpenses
TO GENERATE RESOURCES URGENTLY NEEDED TO RESTORE AND SUSTAIN HIGH QUALITY EDUCATION FOR THE STUDENTS OF CHAPMAN ELEMENTARY$211,220-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MORGAN NYSTROMPresident-$0--
CARI SCHWERDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Activities$79,663$79,663$15,499$64,164
Total Events$79,663$79,663$15,499$64,164
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-1009176
Address
1445 NW 26TH AVENUE, PORTLAND, OR 97210

Signing Officer

Name
Cari Schwerd
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Joseph Dallas Bailey CPA
Address
4949 Meadows Rd Suite 620, Lake Oswego, OR 97035
Preparer
Joseph Dallas Bailey
Phone
5032390932
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $170”

Other Expenses.1

“Chapman foundation $152251”

Other Expenses.2

“Playground expense $25000”

Other Expenses.3

“OUTREACH $16363”

Other Expenses.4

“TECHNOLOGY $13385”

Other Expenses.5

“MISCELLANEOUS $2041”

Other Expenses.6

“TEACHER SUPPORT $935”

Other Assets.1

“OLIVIA'S BENCH BRONZE SCULPTURE - Beginning $16000 OLIVIA'S BENCH BRONZE SCULPTURE - Ending $16000”

Total Liabilities.1003

“Deferred Revenue - Beginning $1873 Deferred Revenue - Ending $1873”

Raw XML Appendix162 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MORGAN NYSTROM
IRS990EZ/BooksInCareOfDetail/PhoneNum05039166295
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01445 NW 26TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0269771
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0177628
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051722
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-92143
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0688
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0285771
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0193628
IRS990EZ/FundraisingGrossIncomeAmt079663
IRS990EZ/GrossReceiptsAmt0134576
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03191
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0283898
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0191755
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0283898
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0191755
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MORGAN NYSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARI SCHWERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016000
IRS990EZ/OtherExpensesTotalAmt0210145
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO GENERATE RESOURCES URGENTLY NEEDED TO RESTORE AND SUSTAIN HIGH QUALITY EDUCATION FOR THE STUDENTS OF CHAPMAN ELEMENTARY
IRS990EZ/PrintingPublicationsPostageAmt0387
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO GENERATE RESOURCES URGENTLY NEEDED TO RESTORE AND SUSTAIN HIGH QUALITY EDUCATION FOR THE STUDENTS OF CHAPMAN ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0211220
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015499
IRS990EZ/SpecialEventsNetIncomeLossAmt064164
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01873
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01873
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0211220
IRS990EZ/TotalProgramServiceExpensesAmt0211220
IRS990EZ/TotalRevenueAmt0119077
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0140537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0161587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0116732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0100803
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0571381
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03191
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0390
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0411
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06665
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98850
IRS990ScheduleA/PublicSupportPY170Pct00.99360
IRS990ScheduleA/PublicSupportTotal170Amt0571381
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0140537
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0161587
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0116732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0100803
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0571381
IRS990ScheduleA/TotalSupportAmt0578046
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015499
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS ACTIVITIES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt079663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt079663
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt079663
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt064164
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015499
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAPMAN FOUNDATION $152251
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLAYGROUND EXPENSE $25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTREACH $16363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TECHNOLOGY $13385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $2041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TEACHER SUPPORT $935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OLIVIA'S BENCH BRONZE SCULPTURE - Beginning $16000 OLIVIA'S BENCH BRONZE SCULPTURE - Ending $16000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Deferred Revenue - Beginning $1873 Deferred Revenue - Ending $1873
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1003
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARI SCHWERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAPMAN ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0931009176
ReturnHeader/Filer/USAddress/AddressLine1Txt01445 NW 26TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273353485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph Dallas Bailey CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04949 Meadows Rd Suite 620
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Oswego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05032390932
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Dallas Bailey
ReturnHeader/ReturnTs02020-11-16T08:49:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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