Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2017 • EIN 93-1043415

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

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

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.3%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$49,087

Up $3,767 (+8.3%) from 2016

Net Assets

Down

$40,909

Down $3,496 (-7.9%) from 2016

Liabilities

Up

$8,178

Up $7,263 (+794%) from 2016

Revenue

Down

$62,403

Down $9,428 (-13%) from 2016

Expenses

Down

$62,463

Down $1,969 (-3.1%) from 2016

Net Income

Down

-$60

Down $7,459 (-101%) from 2016

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

2017

Assets$49,087
Liabilities$8,178
Net Assets$40,909

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

2017

Revenue$62,403
Expenses$62,463
Net Income-$60
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.1
Gross Receipts
$62,403
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.-$29,051
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.$7,960$23,531
SUPPORT THE HOSFORD MIDDLE SCHOOL COMMUNITY BY SUPPORTING SCHOOL WIDEAND COMMUNITY ACTIVITIES. SUPPORT PORTLAND COUNCIL PTA STUDENT AID FUND AND CLOTHING CLOSET THROUGH DONATIONS.$1,740$4,405
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY LEWINPresidentPT$0--
LARISSA TREATVice PresidePT$0--
JENNIFER ABBASSIANTreasurerPT$0--
VANESS SELPHTreasurerPT$0--
LARISSA TREAT2017 PresidePT$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
Larissa Treat
Title
2017 President
Phone
5039165640
Signed
2018-05-11
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 2303 se 28th pl 7,960 0 portland, or 97214 0

Form 990-ez, Part I, Line 16

Expenses chinook book 874 plant sale 492 bank fees 8 harp square fees 6 hhh expense 2,332 tax prep 340 insurance/tax/fees 492 movie food fundraiser 257 office supplies 148 officer training 50 ptsa website 164 harp pillows 59 hosfpord patches 254 department/staff requests 5,561 facilities and grounds 922 staff appreciation 778 8th grade promotion 4,312 6th grade jumpstart 250 6th & 7th field day 200 harp fund- auditorium 3,548 heatclasses 19,243 heat office expense 47 heat credit card process 1,216 heat website 420 heat scholarships 25 ptsa communications 243 ptsa events 839 sports club support 80 student/family hospitalit 255 total 43,415

Form 990-ez, Part I, Line 20

Books/tax adjustment -3,418

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 933 8,178

Raw XML Appendix154 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/BenefitsPaidToOrForMembersAmt01248
IRS990EZ/BooksInCareOfDetail/PersonNm0VANESS SELPH
IRS990EZ/BooksInCareOfDetail/PhoneNum05039165640
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O HOSFORD MIDDLE SCHOOL
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt02303 SE 28TH PL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SE TH PL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097214
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045320
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IRS990EZ/ContributionsGiftsGrantsEtcAmt034055
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IRS990EZ/ExcessOrDeficitForYearAmt0-60
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08100
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY LEWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARISSA TREAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER ABBASSIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VANESS SELPH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LARISSA TREAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42017 PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3418
IRS990EZ/OtherExpensesTotalAmt043415
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF HOSFORD MIDDLE SCHOOL AND ITS COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt028348
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/GrantsAndAllocationsAmt07960
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt08178
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062463
IRS990EZ/TotalProgramServiceExpensesAmt056987
IRS990EZ/TotalRevenueAmt062403
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HOSFORDPTSA.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 73,753
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045593
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt077334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt074606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0243744
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt048997
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt028348
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt047515
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0102101
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70480
IRS990ScheduleA/PublicSupportPY170Pct00.75060
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034055
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt074606
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012156
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0243744
IRS990ScheduleA/TotalSupportAmt0345845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HOSFORD MIDDLE SCHOOL PORTLAND PUBLIC SCHOOLS 2303 SE 28TH PL 7,960 0 PORTLAND, OR 97214 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CHINOOK BOOK 874 PLANT SALE 492 BANK FEES 8 HARP SQUARE FEES 6 HHH EXPENSE 2,332 TAX PREP 340 INSURANCE/TAX/FEES 492 MOVIE FOOD FUNDRAISER 257 OFFICE SUPPLIES 148 OFFICER TRAINING 50 PTSA WEBSITE 164 HARP PILLOWS 59 HOSFPORD PATCHES 254 DEPARTMENT/STAFF REQUESTS 5,561 FACILITIES AND GROUNDS 922 STAFF APPRECIATION 778 8TH GRADE PROMOTION 4,312 6TH GRADE JUMPSTART 250 6TH & 7TH FIELD DAY 200 HARP FUND- AUDITORIUM 3,548 HEATCLASSES 19,243 HEAT OFFICE EXPENSE 47 HEAT CREDIT CARD PROCESS 1,216 HEAT WEBSITE 420 HEAT SCHOLARSHIPS 25 PTSA COMMUNICATIONS 243 PTSA EVENTS 839 SPORTS CLUB SUPPORT 80 STUDENT/FAMILY HOSPITALIT 255 TOTAL 43,415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOKS/TAX ADJUSTMENT -3,418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 933 8,178
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARISSA TREAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02017 PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05039165640
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId003E43506F80CFD62F3C4EB02FDFD0976F8696552
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003E43506F80CFD62F3C4EB02FDFD0976F8696552
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/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-14T15:17:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings