Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2019 • EIN 93-1043415

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 06, 2019

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

67th percentile

0.02x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

24th percentile

-9.5%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$31,267

Down $7,565 (-19%) from 2018

Net Assets

Down

$30,745

Down $6,094 (-17%) from 2018

Liabilities

Down

$522

Down $1,471 (-74%) from 2018

Revenue

Up

$64,389

Up $961 (+1.5%) from 2018

Expenses

Up

$70,483

Up $3,125 (+4.6%) from 2018

Net Income

Down

-$6,094

Down $2,164 (-55%) from 2018

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

2019

Assets$31,267
Liabilities$522
Net Assets$30,745

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

2019

Revenue$64,389
Expenses$70,483
Net Income-$6,094
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 6, 2019
Return Version
2018v3.2
Gross Receipts
$64,389
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.-$36,674
PROVIDE DIRECT SUPPORT TO STAFF AND CLASSROOM TEACHERS,GRANTS FOR LIBRARY, CLASSROOMS, LAMINATOR,MATERIALS, TEACHER APPRECIATION, AND GRADE LEVEL CELEBRATIONS.-$20,527
STUDENT/COMMUNITY SUPPORT THROUGH FAMILY EVENTS,CONNECTION EVENTS,GRANTS TO PORTLAND PTA STUDENT AID FUND/CLOTHING CLOSET,SUPPORT AVID ACTIVITIES STUDENT SCHOLARSHIPS AND THE HOSFORD HUSTLE, ANNUAL COMMUNITY 5K RUN.$350$11,151
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARISSA TREATPresident-$0--
LUCRETIA LYONSSecretary-$0--
EVA BARNESTreasurer 20-$0--
DUNCAN PARKSHeat Chair-$0--
SALLY GIBSONStaff Liason-$0--
CAROLYN CHOIMembership-$0--
JENNE BILBE-ALEXANDERHotsheet Edi-$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 2018-2019
Phone
5039165640
Signed
2019-01-06
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 513 tax prep 425 insurance/tax/corp fee 626 ptsa admin supplies 156 mony minder annual fee 267 ptsa website 144 dept/staff requests 6,592 facilities and grounds 2,603 library 802 staff appreciation week 2,307 staff apprec monthly 1,084 8th grade promotion 2019 4,175 8th grade promotion 2018 422 6th gr field day/picnic 179 6th grade jump start day 625 prior year -laminator 1,738 heat instructors- fall 9,261 heat instructors- winter 5,045 heat instructors- spring 3,815 heat- service fees 498 heat coordinator 10,983 heat cub fees 4,061 heat -reimbursements 2,986 heat- begin balance exp 25 hosford hustle fun run 1,665 ptsa events 5,136 sports club support 75 avid activities 480 pypa theatre scholarships 1,500 heat scholarships 560 total 68,748

Form 990-ez, Part I, Line 20

BOOKS/TAX ADJUSTMENT 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,993 522

Raw XML Appendix164 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 PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097214
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038832
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031267
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt027329
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6094
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038832
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031267
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0350
IRS990EZ/GrossReceiptsAmt064389
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036839
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030745
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036839
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARISSA TREAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LUCRETIA LYONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EVA BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DUNCAN PARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SALLY GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROLYN CHOI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENNE BILBE-ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER 20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3HEAT CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4STAFF LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HOTSHEET EDI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068748
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF HOSFORD MIDDLE SCHOOL AND ITS COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt037060
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE DIRECT SUPPORT TO STAFF AND CLASSROOM TEACHERS,GRANTS FOR LIBRARY, CLASSROOMS, LAMINATOR,MATERIALS, TEACHER APPRECIATION, AND GRADE LEVEL CELEBRATIONS.
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/DescriptionProgramSrvcAccomTxt2STUDENT/COMMUNITY SUPPORT THROUGH FAMILY EVENTS,CONNECTION EVENTS,GRANTS TO PORTLAND PTA STUDENT AID FUND/CLOTHING CLOSET,SUPPORT AVID ACTIVITIES STUDENT SCHOLARSHIPS AND THE HOSFORD HUSTLE, ANNUAL COMMUNITY 5K RUN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020527
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt136674
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211151
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01993
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0522
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070483
IRS990EZ/TotalProgramServiceExpensesAmt068352
IRS990EZ/TotalRevenueAmt064389
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HOSFORDPTSA.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 137,593
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045593
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt077334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0212247
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt037060
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt035492
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt028348
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt026238
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt047515
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0174653
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54860
IRS990ScheduleA/PublicSupportPY170Pct00.65350
IRS990ScheduleA/PublicSupportTotal170Amt0212247
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027936
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045593
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077334
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0212247
IRS990ScheduleA/TotalSupportAmt0386900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CREDIT CARD FEES 513 TAX PREP 425 INSURANCE/TAX/CORP FEE 626 PTSA ADMIN SUPPLIES 156 MONY MINDER ANNUAL FEE 267 PTSA WEBSITE 144 DEPT/STAFF REQUESTS 6,592 FACILITIES AND GROUNDS 2,603 LIBRARY 802 STAFF APPRECIATION WEEK 2,307 STAFF APPREC MONTHLY 1,084 8TH GRADE PROMOTION 2019 4,175 8TH GRADE PROMOTION 2018 422 6TH GR FIELD DAY/PICNIC 179 6TH GRADE JUMP START DAY 625 PRIOR YEAR -LAMINATOR 1,738 HEAT INSTRUCTORS- FALL 9,261 HEAT INSTRUCTORS- WINTER 5,045 HEAT INSTRUCTORS- SPRING 3,815 HEAT- SERVICE FEES 498 HEAT COORDINATOR 10,983 HEAT CUB FEES 4,061 HEAT -REIMBURSEMENTS 2,986 HEAT- BEGIN BALANCE EXP 25 HOSFORD HUSTLE FUN RUN 1,665 PTSA EVENTS 5,136 SPORTS CLUB SUPPORT 75 AVID ACTIVITIES 480 PYPA THEATRE SCHOLARSHIPS 1,500 HEAT SCHOLARSHIPS 560 TOTAL 68,748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOKS/TAX ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,993 522
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 26
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVA BARNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER 2018-2019
ReturnHeader/BusinessOfficerGrp/PhoneNum05039165640
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOSFORD MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0931043415
ReturnHeader/Filer/PhoneNum05039165640
ReturnHeader/Filer/USAddress/AddressLine1Txt02303 SE 28TH PLACE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097214
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.96.183.176
ReturnHeader/FilingSecurityInformation/IPDt02020-01-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:39:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455318871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M C FRANKLIN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09050 SE ORIENT DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BORING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097009
ReturnHeader/PreparerPersonGrp/PhoneNum05038871243
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-01-11T12:39:42-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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