Civic Intelligence

PTA Oregon Congress Metropolitan Learning Center Ptsa

990EZ • Fiscal year 2016 • EIN 93-1026405

Jul 01, 2015 to Jun 30, 2016 • Filed on May 14, 2017

2033 NW Glisan StPortland, OR 97209

(503) 916-5737

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

54th percentile

4.6%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.4%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$99,902

Up $6,673 (+7.2%) from 2015

Net Assets

Up

$96,462

Up $5,674 (+6.2%) from 2015

Liabilities

Up

$3,440

Up $999 (+41%) from 2015

Revenue

Up

$137,155

Up $491 (+0.4%) from 2015

Expenses

Up

$130,858

Up $769 (+0.6%) from 2015

Net Income

Down

$6,297

Down $278 (-4.2%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $60,686Net Assets 2010: $60,6862010Assets 2011: $62,672Net Assets 2011: $62,6722011Assets 2012: $67,929Liabilities 2012: $2,076Net Assets 2012: $65,8532012Assets 2013: $87,644Liabilities 2013: $12,580Net Assets 2013: $75,0642013Assets 2014: $86,078Liabilities 2014: $1,922Net Assets 2014: $84,1562014Assets 2015: $93,229Liabilities 2015: $2,441Net Assets 2015: $90,7882015Assets 2016: $99,902Liabilities 2016: $3,440Net Assets 2016: $96,4622016Assets 2017: $85,779Liabilities 2017: $4,910Net Assets 2017: $80,8692017Assets 2018: $62,914Liabilities 2018: $256Net Assets 2018: $62,6582018Assets 2019: $37,944Liabilities 2019: $920Net Assets 2019: $37,0242019Assets 2020: $42,295Liabilities 2020: $690Net Assets 2020: $41,6052020Assets 2023: $54,934Liabilities 2023: $0Net Assets 2023: $54,9342023Assets 2024: $75,424Liabilities 2024: $0Net Assets 2024: $75,4242024Assets 2025: $100,076Net Assets 2025: $100,0762025

Highlighted filing

2016

Assets$99,902
Liabilities$3,440
Net Assets$96,462

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $103,716Expenses 2010: $77,691Net Income 2010: $26,0252010Revenue 2011: $130,026Expenses 2011: $130,335Net Income 2011: -$3092011Revenue 2012: $124,493Expenses 2012: $121,312Net Income 2012: $3,1812012Revenue 2013: $127,612Expenses 2013: $117,771Net Income 2013: $9,8412013Revenue 2014: $109,207Expenses 2014: $100,427Net Income 2014: $8,7802014Revenue 2015: $136,664Expenses 2015: $130,089Net Income 2015: $6,5752015Revenue 2016: $137,155Expenses 2016: $130,858Net Income 2016: $6,2972016Revenue 2017: $56,799Expenses 2017: $71,752Net Income 2017: -$14,9532017Revenue 2018: $64,060Expenses 2018: $82,213Net Income 2018: -$18,1532018Revenue 2019: $52,477Expenses 2019: $78,169Net Income 2019: -$25,6922019Revenue 2020: $28,646Expenses 2020: $24,065Net Income 2020: $4,5812020Revenue 2023: $52,614Expenses 2023: $29,319Net Income 2023: $23,2952023Revenue 2024: $53,404Expenses 2024: $32,866Net Income 2024: $20,5382024Revenue 2025: $62,586Expenses 2025: $37,934Net Income 2025: $24,6522025

Highlighted filing

2016

Revenue$137,155
Expenses$130,858
Net Income$6,297
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 14, 2017
Return Version
2015v3.0
Gross Receipts
$137,155
Mission and Program Overview

Mission

The mission of metropolitan learning center ptsa is to ensure that any opportunity available through mlc is available to any student at mlc regardless of their family's ability to pay, and to develop community. We are stewards of these fundraising dollars and will spend them in a way that benefits the greatest number of students.

Program Services

DescriptionGrantsExpenses
PROVIDE, ORGANIZE AND MANAGE ALL SCHOOL EVENTS AND ACTIVITIES TO BRING MLC COMMUNITY TOGETHER TO SUPPORT THE SCHOOL, THE STUDENTS AND THEIR FAMILIES.$9,009$15,461
SCHOOL AND CLASSROOM SUPPORT- PROVIDE SUPPORT TO STAFF AND SCHOOL FOR CLASSROOM SUPPLIES, SCHOOL EVENTS AND SCHOOL-WIDE CAPITAL ITEMS.-$11,418
PROVIDE STUDENT SCHOLARSHIPS FOR CLASSROOM FIELD TRIPS, SUPPLIES AND ACTIVITIES. PROVIDE HIGH SCHOOL SCHOLARSHIPS FOR GRADUATES-$10,370
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN BAILEYTreasurer-$0--
ABBY CROWLISHAWCo- PresidenPT$0--
LEIGH ANNE SCHERERPresident/TrPT$0--
KAREN RODRIGUEZCo-PresidentPT$0--
JANIS CAMPBELLVice Preside-$0--
TANYA MARCHSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-1026405
Phone
5039165737
Address
2033 NW GLISAN ST, PORTLAND, OR 97209

Signing Officer

Name
Leigh Anne Scherer
Title
President/treasurer
Phone
5039165737
Signed
2017-05-14
Discuss with paid preparer
Yes

Preparer

Firm
M C Franklin Tax LLC
Address
1221 SE 9TH ST, GRESHAM, OR 97080-8107
Preparer
Mary C Franklin
Phone
5038871243
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Oregon pta natl and or pta dues 0 4506 se belmont st suite 108b portland or 97215

Form 990-ez, Part I, Line 10

Harper's playground 1477 nw everett st portland, or 97209 5,009 0 0

Form 990-ez, Part I, Line 16

Expenses community events 3,727 eighth grade grad 240 electives 557 fundraising expenses 13,660 high school graduation 337 library 1,290 operating expenses-ptsa 1,569 mlc building/playground 1,900 principal's discretionary 519 scholarshhips- hs trip 1,050 scholarships- field trips 7,320 scholarships- hs grads 2,000 school directories 483 scrip expenses 77,905 srtudent government 143 staff accounts 6,533 staff appreciation 467 staff life events 191 staff water 476 total 120,367

Form 990-ez, Part I, Line 20

BOOK TAX ADJ -621

Form 990-ez, Part II, Line 24

Accounts receivable 650 0 inventories for sale or use 1,767 1,836 total 2,417 1,836

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,441 3,440

Form 990-ez, Part III

The mission of metropolitan learning center ptsa is to ensure that any opportunity available through mlc is available to any student at mlc regardless of their family's ability to pay, and to develop community. We are stewards of these fundraising dollars and will spend them in a way that benefits the greatest number of students.

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05039165737
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O METROPOLITAN LEARNING CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt02033 NW GLISAN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097209
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IRS990EZ/ExcessOrDeficitForYearAmt06297
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090786
IRS990EZ/NetAssetsOrFundBalancesEOYAmt096462
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ABBY CROWLISHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEIGH ANNE SCHERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANIS CAMPBELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TANYA MARCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO- PRESIDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02417
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01836
IRS990EZ/OtherChangesInNetAssetsAmt0-621
IRS990EZ/OtherExpensesTotalAmt0120367
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF METROPOLITAN LEARNING CENTER PTSA IS TO ENSURE THAT ANY OPPORTUNITY AVAILABLE THROUGH MLC IS AVAILABLE TO ANY STUDENT AT MLC REGARDLESS OF THEIR FAMILY'S ABILITY TO PAY, AND TO DEVELOP COMMUNITY. WE ARE STEWARDS OF THESE FUNDRAISING DOLLARS AND WILL SPEND THEM IN A WAY THAT BENEFITS THE GREATEST NUMBER OF STUDENTS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE STUDENT SCHOLARSHIPS FOR CLASSROOM FIELD TRIPS, SUPPLIES AND ACTIVITIES. PROVIDE HIGH SCHOOL SCHOLARSHIPS FOR GRADUATES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE, ORGANIZE AND MANAGE ALL SCHOOL EVENTS AND ACTIVITIES TO BRING MLC COMMUNITY TOGETHER TO SUPPORT THE SCHOOL, THE STUDENTS AND THEIR FAMILIES.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt215461
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02441
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0130858
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IRS990EZ/TotalRevenueAmt0137155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0109204
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0122999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0628490
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0135550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0136663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0109204
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0124074
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0122999
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0628490
IRS990ScheduleA/TotalSupportAmt0628503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OREGON PTA NATL AND OR PTA DUES 0 4506 SE BELMONT ST SUITE 108B PORTLAND OR 97215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HARPER'S PLAYGROUND 1477 NW EVERETT ST PORTLAND, OR 97209 5,009 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES COMMUNITY EVENTS 3,727 EIGHTH GRADE GRAD 240 ELECTIVES 557 FUNDRAISING EXPENSES 13,660 HIGH SCHOOL GRADUATION 337 LIBRARY 1,290 OPERATING EXPENSES-PTSA 1,569 MLC BUILDING/PLAYGROUND 1,900 PRINCIPAL'S DISCRETIONARY 519 SCHOLARSHHIPS- HS TRIP 1,050 SCHOLARSHIPS- FIELD TRIPS 7,320 SCHOLARSHIPS- HS GRADS 2,000 SCHOOL DIRECTORIES 483 SCRIP EXPENSES 77,905 SRTUDENT GOVERNMENT 143 STAFF ACCOUNTS 6,533 STAFF APPRECIATION 467 STAFF LIFE EVENTS 191 STAFF WATER 476 TOTAL 120,367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK TAX ADJ -621
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS RECEIVABLE 650 0 INVENTORIES FOR SALE OR USE 1,767 1,836 TOTAL 2,417 1,836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,441 3,440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MISSION OF METROPOLITAN LEARNING CENTER PTSA IS TO ENSURE THAT ANY OPPORTUNITY AVAILABLE THROUGH MLC IS AVAILABLE TO ANY STUDENT AT MLC REGARDLESS OF THEIR FAMILY'S ABILITY TO PAY, AND TO DEVELOP COMMUNITY. WE ARE STEWARDS OF THESE FUNDRAISING DOLLARS AND WILL SPEND THEM IN A WAY THAT BENEFITS THE GREATEST NUMBER OF STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039165737
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0METROPOLITAN LEARNING CENTER PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0931026405
ReturnHeader/Filer/PhoneNum05039165737
ReturnHeader/Filer/USAddress/AddressLine1Txt02033 NW GLISAN ST
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455318871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M C FRANKLIN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01221 SE 9TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRESHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970808107
ReturnHeader/PreparerPersonGrp/PhoneNum05038871243
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-14T15:38:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.00$1.00$0.63$0.38$0.25
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.53$0.33$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.53$0.29$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.01$0.42$0.29$0.24$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.52$0.78$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.64$0.82$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.05$0.81$0.57$0.72$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.03$0.96$1.37$1.31$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.02$0.91$1.37$1.30$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.02$0.84$1.09$1.00$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.13$0.75$1.28$1.18$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.02$0.66$1.24$1.21$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.63$1.30$1.30$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.61$1.04$0.78$0.26