Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2015 • EIN 93-1043415

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

2303 SE 28th PlacePortland, OR 97214

(503) 916-5640

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

79th percentile

34%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$39,032

Up $10,001 (+34%) from 2014

Net Assets

Up

$37,006

Up $9,302 (+34%) from 2014

Liabilities

Up

$2,026

Up $699 (+53%) from 2014

Revenue

Up

$124,849

Up $19,497 (+19%) from 2014

Expenses

Down

$115,614

Down $7,541 (-6.1%) from 2014

Net Income

Up

$9,235

Up $27,038 (+152%) from 2014

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $50,182Liabilities 2011: $02011Assets 2012: $25,403Liabilities 2012: $02012Assets 2013: $46,383Liabilities 2013: $0Net Assets 2013: $46,3832013Assets 2014: $29,031Liabilities 2014: $1,327Net Assets 2014: $27,7042014Assets 2015: $39,032Liabilities 2015: $2,026Net Assets 2015: $37,0062015Assets 2016: $45,320Liabilities 2016: $915Net Assets 2016: $44,4052016Assets 2017: $49,087Liabilities 2017: $8,178Net Assets 2017: $40,9092017Assets 2018: $38,832Liabilities 2018: $1,993Net Assets 2018: $36,8392018Assets 2019: $31,267Liabilities 2019: $522Net Assets 2019: $30,7452019Assets 2020: $36,552Liabilities 2020: $4,177Net Assets 2020: $32,3752020Assets 2021: $28,911Liabilities 2021: $165Net Assets 2021: $28,7462021

Highlighted filing

2015

Assets$39,032
Liabilities$2,026
Net Assets$37,006

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $37,367Expenses 2011: $29,843Net Income 2011: $7,5242011Revenue 2012: $31,273Expenses 2012: $40,592Net Income 2012: -$9,3192012Revenue 2013: $61,155Expenses 2013: $40,175Net Income 2013: $20,9802013Revenue 2014: $105,352Expenses 2014: $123,155Net Income 2014: -$17,8032014Revenue 2015: $124,849Expenses 2015: $115,614Net Income 2015: $9,2352015Revenue 2016: $71,831Expenses 2016: $64,432Net Income 2016: $7,3992016Revenue 2017: $62,403Expenses 2017: $62,463Net Income 2017: -$602017Revenue 2018: $63,428Expenses 2018: $67,358Net Income 2018: -$3,9302018Revenue 2019: $64,389Expenses 2019: $70,483Net Income 2019: -$6,0942019Revenue 2020: $58,101Expenses 2020: $56,469Net Income 2020: $1,6322020Revenue 2021: $27,905Expenses 2021: $31,531Net Income 2021: -$3,6262021

Highlighted filing

2015

Revenue$124,849
Expenses$115,614
Net Income$9,235
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$124,849
Mission and Program Overview

Mission

Support of hosford middle school and its community

Program Services

DescriptionGrantsExpenses
SUPPORT H.E.A.T., THE HOSFORD AFTER SCHOOL PROGRAM AT HOSFORD MIDDLE SCHOOL. THE HEAT PROGRAM SEEKS TO BUILD STUDENTS' SOCIAL/EMOTIONAL, PHYSICAL, INTELLECTUAL AND CREATIVE COMPENTENCIES.-$45,973
PROVIDE DIRECT SUPPORT TO 31 CLASSROOM TEACHERS PROVIDE RESOURCES TO HOSFORD MIDDLE SCHOOL.-$15,638
SUPPORT THE HOSFORD MIDDLE SCHOOL COMMUNITY BY SUPPORTING SCHOOL WIDEAND COMMUNITY ACTIVITIES. SUPPORT PORTLAND COUNCIL PTA STUDENT AID FUND AND CLOTHING CLOSET THROUGH DONATIONS.$2,336$7,179
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEELY PENDERPresidentPT$0--
KIM DALLASVice Preside-$0--
DUNCAN PARKSSecretary-$0--
JENNIFER ABBASSIANTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-1043415
Address
2303 SE 28TH PLACE, PORTLAND, OR 97214

Signing Officer

Name
Jennifer Abbassian
Title
Treasurer
Signed
2015-11-16
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 26324-c
Phone
5038871243
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses chinook book 810 cookie dough 3,882 plant sale 1,839 administrative expenses 1,532 scrip fees 215 scrip purchases 35,856 husky run expens 2,679 ptsa supplies- pta grant 11 computer lab 2,000 counseling & career day 157 department/staff requests 5,783 facilities and grounds 200 library 750 recess & recreation 250 student directory 220 teacher appreciation 904 textbooks 700 8th grade promotion 4,267 achievement incentives 407 heat program expenses 37,873 write night- pta grant 172 ptsa communications 136 ptsa events 1,082 6th grade picnic 55 6th & 7th field day 200 sports club support 511 student/family need fund 278 write night 750 common core mtg/pta grant 139 total 103,658

Form 990-ez, Part I, Line 20

Book/tax adjustment-scrip inventory 68

Form 990-ez, Part II, Line 24

Inventories for sale or use 451 0 total 451 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,328 2,026

Raw XML Appendix141 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/BenefitsPaidToOrForMembersAmt01520
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HOSFORD MIDDLE SCHOOL PTSA
IRS990EZ/BooksInCareOfDetail/PhoneNum05039165640
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02303 SE 28TH PL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097214
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028580
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039032
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt077334
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09235
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029031
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039032
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02336
IRS990EZ/GrossReceiptsAmt0124849
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027703
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037006
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027703
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037006
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEELY PENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM DALLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DUNCAN PARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER ABBASSIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0451
IRS990EZ/OtherChangesInNetAssetsAmt068
IRS990EZ/OtherExpensesTotalAmt0103658
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF HOSFORD MIDDLE SCHOOL AND ITS COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt047515
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE DIRECT SUPPORT TO 31 CLASSROOM TEACHERS PROVIDE RESOURCES TO HOSFORD MIDDLE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT H.E.A.T., THE HOSFORD AFTER SCHOOL PROGRAM AT HOSFORD MIDDLE SCHOOL. THE HEAT PROGRAM SEEKS TO BUILD STUDENTS' SOCIAL/EMOTIONAL, PHYSICAL, INTELLECTUAL AND CREATIVE COMPENTENCIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT THE HOSFORD MIDDLE SCHOOL COMMUNITY BY SUPPORTING SCHOOL WIDEAND COMMUNITY ACTIVITIES. SUPPORT PORTLAND COUNCIL PTA STUDENT AID FUND AND CLOTHING CLOSET THROUGH DONATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02336
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015638
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt145973
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27179
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01328
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02026
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0115614
IRS990EZ/TotalProgramServiceExpensesAmt068790
IRS990EZ/TotalRevenueAmt0124849
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt077334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt074606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0199545
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt082188
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt047515
IRS990ScheduleA/OtherIncome170Grp/TotalAmt047515
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80770
IRS990ScheduleA/PublicSupportTotal170Amt0199545
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt077334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt074606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023216
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0199545
IRS990ScheduleA/TotalSupportAmt0247060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHINOOK BOOK 810 COOKIE DOUGH 3,882 PLANT SALE 1,839 ADMINISTRATIVE EXPENSES 1,532 SCRIP FEES 215 SCRIP PURCHASES 35,856 HUSKY RUN EXPENS 2,679 PTSA SUPPLIES- PTA GRANT 11 COMPUTER LAB 2,000 COUNSELING & CAREER DAY 157 DEPARTMENT/STAFF REQUESTS 5,783 FACILITIES AND GROUNDS 200 LIBRARY 750 RECESS & RECREATION 250 STUDENT DIRECTORY 220 TEACHER APPRECIATION 904 TEXTBOOKS 700 8TH GRADE PROMOTION 4,267 ACHIEVEMENT INCENTIVES 407 HEAT PROGRAM EXPENSES 37,873 WRITE NIGHT- PTA GRANT 172 PTSA COMMUNICATIONS 136 PTSA EVENTS 1,082 6TH GRADE PICNIC 55 6TH & 7TH FIELD DAY 200 SPORTS CLUB SUPPORT 511 STUDENT/FAMILY NEED FUND 278 WRITE NIGHT 750 COMMON CORE MTG/PTA GRANT 139 TOTAL 103,658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK/TAX ADJUSTMENT-SCRIP INVENTORY 68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 451 0 TOTAL 451 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,328 2,026
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ABBASSIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOSFORD MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0931043415
ReturnHeader/Filer/USAddress/AddressLine1Txt02303 SE 28TH PLACE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097214
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/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN 26324-C
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-16T16:03:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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Filings