Civic Intelligence

PTA Oregon Congress

990 • Fiscal year 2014 • EIN 93-1037650

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 13, 2015

4013 NE 18th AvePortland, OR 97212

(503) 916-6181

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$123,614

Up $29,863 (+32%) from 2013

Net Assets

Up

$123,614

Up $29,863 (+32%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$147,904

No earlier filing loaded for comparison.

Expenses

Down

$118,147

Down $56,475 (-32%) from 2013

Net Income

$29,757

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $99,347Liabilities 2011: $02011Assets 2012: $146,193Liabilities 2012: $02012Assets 2013: $93,751Liabilities 2013: $0Net Assets 2013: $93,7512013Assets 2014: $123,614Liabilities 2014: $0Net Assets 2014: $123,6142014Assets 2015: $165,033Liabilities 2015: $0Net Assets 2015: $165,0332015Assets 2016: $101,042Liabilities 2016: $0Net Assets 2016: $101,0422016Assets 2017: $106,440Liabilities 2017: $0Net Assets 2017: $106,4402017Assets 2018: $106,970Liabilities 2018: $0Net Assets 2018: $106,9702018Assets 2019: $74,094Liabilities 2019: $0Net Assets 2019: $74,0942019Assets 2020: $75,511Liabilities 2020: $02020Assets 2021: $62,362Liabilities 2021: $02021Assets 2022: $84,087Liabilities 2022: $0Net Assets 2022: $84,0872022

Highlighted filing

2014

Assets$123,614
Liabilities$0
Net Assets$123,614

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $82,711Expenses 2011: $61,554Net Income 2011: $21,1572011Revenue 2012: $100,085Expenses 2012: $53,239Net Income 2012: $46,8462012Expenses 2013: $174,6222013Revenue 2014: $147,904Expenses 2014: $118,147Net Income 2014: $29,7572014Revenue 2015: $195,552Expenses 2015: $154,133Net Income 2015: $41,4192015Revenue 2016: $135,181Expenses 2016: $199,172Net Income 2016: -$63,9912016Revenue 2017: $166,998Expenses 2017: $161,600Net Income 2017: $5,3982017Revenue 2018: $132,839Expenses 2018: $132,289Net Income 2018: $5502018Revenue 2019: $91,605Expenses 2019: $124,481Net Income 2019: -$32,8762019Revenue 2020: $47,097Expenses 2020: $45,681Net Income 2020: $1,4162020Revenue 2021: $24,994Expenses 2021: $38,143Net Income 2021: -$13,1492021Revenue 2022: $52,804Expenses 2022: $31,079Net Income 2022: $21,7252022

Highlighted filing

2014

Revenue$147,904
Expenses$118,147
Net Income$29,757
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 13, 2015
Return Version
2013v4.0
Gross Receipts
$288,404
Mission and Program Overview

Mission

Contribute to the academic enrichment of students with a focus on reading results and extra tutoring for kids

To enhance the educational experience of Sabin Elementary students, strengthen the school community and be a liaison between families, teachers and school administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$93,857$123,614▲ $29,757
Rtn Earn Endowment Incm Other Fnds$93,857$123,614▲ $29,757
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$93,857$123,614▲ $29,757
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$93,857$123,614▲ $29,757
Total Liabilities and Net Assets / Fund Balance$93,857$123,614▲ $29,757
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ken RumbaughPresident
Nancy StreningPresident Elect
Erin ThomasCo -VP K-5
Sara LockmanCo-VP K-5
Gabrielle JosephsonSecretary
Max SchwartzTreasurer
Kimber DahlquistVP Community Outreach
Emily SectorVP Myp
Revenue and Support

Revenue Composition

Contributions and Grants
$195,862
Program Service Revenue
$0
Investment Income
$16
Other Revenue
$-47,974
All Other Contributions
$115,914
Change in Net Assets
$29,757

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table206$89,774Estimated Fair Value
Total Noncash Contributions206$89,774-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,769
Grants and Similar Amounts Paid$34,378
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$34,378--$34,378
Other Expenses$15,301$0$0$15,301
Office Expenses-$2,877-$2,877
Total Functional Expenses$115,270$2,877$0$118,147
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-1149789-501(c)(3)To pay for teachers or teaching specialists at Sabin Elementary. To support academic and social achievement of Multnomah County school age children.$34,378
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$140,500
Fundraising Gross Income$92,526
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$155,289$75,751$15,162$60,589
Event 2$16,775$16,775$8,915$7,860
Total Events$172,064$92,526$140,500$-47,974
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The Sabin School PTA has members. Only members are allowed to vote on governance and fiscal matters.

Form 990, Part VI, Section A, Line 7A

The Sabin School PTA members elect its governing board each year.

Form 990, Part VI, Section A, Line 7B

The members of Sabin School PTA vote on all governance and fiscal matters.

Form 990, Part VI, Section A, Line 8B

Committee chairs make formal reports to the members of the Sabin PTA at the regular PTA meetings. These reports are included in the meeting minutes of the regular PTA meetings.

Form 990, Part VI, Section B, Line 11B

The form 990 was reviewed by the PTA governing board prior to filing. It is also available for review by all PTA members.

Form 990, Part VI, Section C, Line 19

The organization places a copy of its governing documents and financial statements on the Sabin PTA website. It provides its conflict of interest policy upon request.

Filing and Contact Details

Filer

EIN
93-1037650
Phone
5039166181

Signing Officer

Name
Felice Belfiore
Title
Treasurer
Phone
5034909785
Signed
2015-02-13

Organization Details

Principal Officer
Felice Belfiore
Formed
2012
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
100
Raw XML AppendixShowing 400 of 418 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0172064
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075751
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt092526
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Sabin Auction
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Other PTA Fundraising Events
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-47974
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt089774
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt089774
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024077
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08915
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt034378
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To pay for teachers or teaching specialists at Sabin Elementary. To support academic and social achievement of Multnomah County school age children.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10All Hands Raised
IRS990ScheduleI/RecipientTable/RecipientEIN0931149789
IRS990ScheduleI/RecipientTable/USAddress/AddressLine102069 NE Hoyt St
IRS990ScheduleI/RecipientTable/USAddress/City0Portland
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode097232
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Discussion and approval of amount, eligibility and selection of grant recipients is documented in the organizations minutes.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0206
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0Donation of items used in a charitable auction
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Estimated Fair Value
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt089774
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Sabin School PTA has members. Only members are allowed to vote on governance and fiscal matters.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Sabin School PTA members elect its governing board each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The members of Sabin School PTA vote on all governance and fiscal matters.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Committee chairs make formal reports to the members of the Sabin PTA at the regular PTA meetings. These reports are included in the meeting minutes of the regular PTA meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The form 990 was reviewed by the PTA governing board prior to filing. It is also available for review by all PTA members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization places a copy of its governing documents and financial statements on the Sabin PTA website. It provides its conflict of interest policy upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt093857
IRS990/TotalAssetsEOYAmt0123614
IRS990/TotalAssetsGrp/BOYAmt093857
IRS990/TotalAssetsGrp/EOYAmt0123614
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0195862
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02877
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115270
IRS990/TotalFunctionalExpensesGrp/TotalAmt0118147
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt093857
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0123614
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0115270
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-47958
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0147904
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt093857
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0123614
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104013 NE 18th Ave
IRS990/USAddress/City0Portland
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode097212
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.sabinpta.com
IRS990/WhistleblowerPolicyInd00

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