Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2020 • EIN 93-1043415

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 27, 2020

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

76th percentile

0.11x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.07x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

46th percentile

2.8%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

17%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-9.8%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$36,552

Up $5,285 (+17%) from 2019

Net Assets

Up

$32,375

Up $1,630 (+5.3%) from 2019

Liabilities

Up

$4,177

Up $3,655 (+700%) from 2019

Revenue

Down

$58,101

Down $6,288 (-9.8%) from 2019

Expenses

Down

$56,469

Down $14,014 (-20%) from 2019

Net Income

Up

$1,632

Up $7,726 (+127%) from 2019

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

2020

Assets$36,552
Liabilities$4,177
Net Assets$32,375

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

2020

Revenue$58,101
Expenses$56,469
Net Income$1,632
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$58,101
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.-$35,926
PROVIDE DIRECT SUPPORT TO STAFF,TEACHERS, LIBRARY,CLASSROOM MATERIALS, TEACHER APPRECIATION,GRADE LEVEL CELEBRATIONS, AND THE COUNSELING TEAM THROUGH THE HOSFORD RESILIENCEY FUND.$2,200$11,277
STUDENT/COMMUNITY SUPPORT THROUGH FAMILY EVENTS,CONNECTION EVENTS,GRANTS TO PORTLAND PTA STUDENT AID FUND/CLOTHING CLOSET,SUPPORT AVID ACTIVITIES. HOSTS ANNUAL HUSKY HUSTLE FUN RUN AS FUNDRAISER AND COMMUNITY EVENT.$350$7,307
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCRETIA LYONSPresident-$0--
JESSSIE FANVice Preside-$0--
HEIDI SMITH EVANSSecretary-$0--
EVA BARNESTreasurer-$0--
CAROLYN CHOIMembership-$0--
RACHEL HAASVolunteer Co-$0--
SALLY GIBSONStaff Coordi-$0--
ELIZABETH SCHROEDELMember At La-$0--
CHRIS O'CONNORMember At La-$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-1043415
Phone
5039165640
Address
2303 SE 28TH PLACE, PORTLAND, OR 97214

Signing Officer

Name
Eva Barnes
Title
Treasurer
Phone
5039165640
Signed
2020-10-27
Discuss with paid preparer
Yes

Preparer

Firm
M C Franklin Tax LLC
Address
9050 SE ORIENT DR, BORING, OR 97009
Preparer
Mary C Franklin
Phone
5038871243
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses credit card fees 591 tax prep 440 insurance/tax/corp fee 610 ptsa admin supplies 60 mony minder annual fee 258 dept/staff requests 5,327 facilities and grounds 392 library 97 staff appreciation week 175 staff apprec monthly 893 staff apprec lunch 986 8th grade promotion 2019 296 8th grade field trip 911 heat- fall 7,639 heat spring 738 heat- clearent 2,379 heat coordinator 9,475 heat- instructors 8,665 heat building fees 4,303 heat -class materials 1,727 heat- service fees 1,000 hosford hustle fun run 96 ptsa events 665 sports club support 160 avid activities 1,223 o hour band 2,000 omsi night 1,700 student/family need fund 182 total 52,988

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 524 4,177

Raw XML Appendix171 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/PersonNm0EVA BARNES
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
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt02550
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IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUCRETIA LYONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSSIE FAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEIDI SMITH EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EVA BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROLYN CHOI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RACHEL HAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SALLY GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ELIZABETH SCHROEDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRIS O'CONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VOLUNTEER CO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STAFF COORDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052988
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF HOSFORD MIDDLE SCHOOL AND ITS COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt040416
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE DIRECT SUPPORT TO STAFF,TEACHERS, LIBRARY,CLASSROOM MATERIALS, TEACHER APPRECIATION,GRADE LEVEL CELEBRATIONS, AND THE COUNSELING TEAM THROUGH THE HOSFORD RESILIENCEY FUND.
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.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0524
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HOSFORDPTSA.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 127,138
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034055
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt035492
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt028348
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt026238
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017685
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045593
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0152598
IRS990ScheduleA/TotalSupportAmt0320152
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CREDIT CARD FEES 591 TAX PREP 440 INSURANCE/TAX/CORP FEE 610 PTSA ADMIN SUPPLIES 60 MONY MINDER ANNUAL FEE 258 DEPT/STAFF REQUESTS 5,327 FACILITIES AND GROUNDS 392 LIBRARY 97 STAFF APPRECIATION WEEK 175 STAFF APPREC MONTHLY 893 STAFF APPREC LUNCH 986 8TH GRADE PROMOTION 2019 296 8TH GRADE FIELD TRIP 911 HEAT- FALL 7,639 HEAT SPRING 738 HEAT- CLEARENT 2,379 HEAT COORDINATOR 9,475 HEAT- INSTRUCTORS 8,665 HEAT BUILDING FEES 4,303 HEAT -CLASS MATERIALS 1,727 HEAT- SERVICE FEES 1,000 HOSFORD HUSTLE FUN RUN 96 PTSA EVENTS 665 SPORTS CLUB SUPPORT 160 AVID ACTIVITIES 1,223 O HOUR BAND 2,000 OMSI NIGHT 1,700 STUDENT/FAMILY NEED FUND 182 TOTAL 52,988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 524 4,177
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0EVA BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039165640
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
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ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0931043415
ReturnHeader/Filer/PhoneNum05039165640
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097214
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ReturnHeader/FilingSecurityInformation/IPDt02020-10-27
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ReturnHeader/FilingSecurityInformation/IPTm013:35:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455318871
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09050 SE ORIENT DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BORING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05038871243
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-27T13:35:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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