Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2016 • EIN 93-1043415

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 20, 2016

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

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

64th percentile

10%

Higher net margin than 64% 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

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

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

Assets

Up

$45,320

Up $6,288 (+16%) from 2015

Net Assets

Up

$44,405

Up $7,399 (+20%) from 2015

Liabilities

Down

$915

Down $1,111 (-55%) from 2015

Revenue

Down

$71,831

Down $53,018 (-42%) from 2015

Expenses

Down

$64,432

Down $51,182 (-44%) from 2015

Net Income

Down

$7,399

Down $1,836 (-20%) from 2015

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

2016

Assets$45,320
Liabilities$915
Net Assets$44,405

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

2016

Revenue$71,831
Expenses$64,432
Net Income$7,399
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 20, 2016
Return Version
2015v3.0
Gross Receipts
$71,831
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.-$27,717
PROVIDE DIRECT SUPPORT TO 31 CLASSROOM TEACHERS PROVIDE RESOURCES TO HOSFORD MIDDLE SCHOOL. THROUGH HARP FUND, PROVIDES FUNDS TO IMPROVE AND REFURBISH THE AUDITORIUM AT HOSFORD MIDDLE SCHOOL.$6,351$25,170
SUPPORT THE HOSFORD MIDDLE SCHOOL COMMUNITY BY SUPPORTING SCHOOL WIDEAND COMMUNITY ACTIVITIES. SUPPORT PORTLAND COUNCIL PTA STUDENT AID FUND AND CLOTHING CLOSET THROUGH DONATIONS.$2,255$5,643
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEELY PENDERPresidentPT$0--
AMY LEWINVice PresidePT$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
Phone
5039845592
Signed
2016-12-20
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

Hosford middle school portland public schools 6,351 0 0

Form 990-ez, Part I, Line 16

Expenses chinook book 1,175 plant sale 1,165 2015 fy exp- husky run 50 bank fees 17 harp square fees 60 hhh expense 2,351 tax prep 300 insurance/tax/fees 579 movie food fundraiser 170 office supplies 10 officer training 25 computer lab 185 department/staff requests 3,732 facilities and grounds 374 student directory 247 teacher appreciation 1,108 8th grade promotion 3,672 achievement incentives 55 6th grade jumpstart 221 6th & 7th field day 86 15-16 admin- oak park bus 544 8th grade scholarships 248 band 560 2014 pta grant- signs 678 mascot costume 223 welcome sign 159 heatclasses 17,440 heat administrative exp 36 heat credit card process 1,041 heat website 420 heat prior year expenses 520 heat scholarships 160 ptsa communications 77 ptsa events 1,098 sports club support 100 student/family hospitalit 51 harp fund- auditorium 6,727 total 45,664

Form 990-ez, Part I, Line 20

Book/tax adjustment-scrip inventory 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,026 915

Raw XML Appendix145 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/BenefitsPaidToOrForMembersAmt02062
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/BOYAmt039032
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045320
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045593
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07399
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039032
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045320
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08606
IRS990EZ/GrossReceiptsAmt071831
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037006
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044405
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037006
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044405
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEELY PENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY LEWIN
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/OtherExpensesTotalAmt045664
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF HOSFORD MIDDLE SCHOOL AND ITS COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt026238
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE DIRECT SUPPORT TO 31 CLASSROOM TEACHERS PROVIDE RESOURCES TO HOSFORD MIDDLE SCHOOL. THROUGH HARP FUND, PROVIDES FUNDS TO IMPROVE AND REFURBISH THE AUDITORIUM AT 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/GrantsAndAllocationsAmt06351
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12255
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025170
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt127717
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25643
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02026
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0915
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064432
IRS990EZ/TotalProgramServiceExpensesAmt058530
IRS990EZ/TotalRevenueAmt071831
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 47,515
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045593
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt077334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt074606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0221922
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt068037
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt026238
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt047515
IRS990ScheduleA/OtherIncome170Grp/TotalAmt073753
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75060
IRS990ScheduleA/PublicSupportPY170Pct00.80770
IRS990ScheduleA/PublicSupportTotal170Amt0221922
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045593
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt077334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt074606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012233
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0221922
IRS990ScheduleA/TotalSupportAmt0295675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOSFORD MIDDLE SCHOOL PORTLAND PUBLIC SCHOOLS 6,351 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CHINOOK BOOK 1,175 PLANT SALE 1,165 2015 FY EXP- HUSKY RUN 50 BANK FEES 17 HARP SQUARE FEES 60 HHH EXPENSE 2,351 TAX PREP 300 INSURANCE/TAX/FEES 579 MOVIE FOOD FUNDRAISER 170 OFFICE SUPPLIES 10 OFFICER TRAINING 25 COMPUTER LAB 185 DEPARTMENT/STAFF REQUESTS 3,732 FACILITIES AND GROUNDS 374 STUDENT DIRECTORY 247 TEACHER APPRECIATION 1,108 8TH GRADE PROMOTION 3,672 ACHIEVEMENT INCENTIVES 55 6TH GRADE JUMPSTART 221 6TH & 7TH FIELD DAY 86 15-16 ADMIN- OAK PARK BUS 544 8TH GRADE SCHOLARSHIPS 248 BAND 560 2014 PTA GRANT- SIGNS 678 MASCOT COSTUME 223 WELCOME SIGN 159 HEATCLASSES 17,440 HEAT ADMINISTRATIVE EXP 36 HEAT CREDIT CARD PROCESS 1,041 HEAT WEBSITE 420 HEAT PRIOR YEAR EXPENSES 520 HEAT SCHOLARSHIPS 160 PTSA COMMUNICATIONS 77 PTSA EVENTS 1,098 SPORTS CLUB SUPPORT 100 STUDENT/FAMILY HOSPITALIT 51 HARP FUND- AUDITORIUM 6,727 TOTAL 45,664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK/TAX ADJUSTMENT-SCRIP INVENTORY 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,026 915
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ABBASSIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039845592
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-20
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/PreparationDt02017-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-07T14:30:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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