Civic Intelligence

PTA Oregon Congress Buckman PTA

990EZ • Fiscal year 2014 • EIN 93-1053532

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 05, 2014

Organization ProfileN/A
320 SE 16th Ave97214

(503) 916-6230

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

88th percentile

65%

Faster revenue growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$72,476

Up $17,614 (+32%) from 2013

Net Assets

Up

$72,476

Up $17,614 (+32%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$38,338

Up $15,101 (+65%) from 2013

Expenses

Down

$20,724

Down $17,957 (-46%) from 2013

Net Income

Up

$17,614

Up $33,058 (+214%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$150K$100K$50K$0Assets 2011: $77,096Liabilities 2011: $0Net Assets 2011: $77,0962011Assets 2012: $70,306Liabilities 2012: $02012Assets 2013: $54,862Net Assets 2013: $54,8622013Assets 2014: $72,476Net Assets 2014: $72,4762014Assets 2015: $76,113Net Assets 2015: $76,1132015Assets 2016: $75,183Net Assets 2016: $75,1832016Assets 2017: $60,465Liabilities 2017: $02017Assets 2018: $81,127Liabilities 2018: $02018Assets 2019: $132,840Liabilities 2019: $02019Assets 2020: $90,222Liabilities 2020: $02020Assets 2021: $63,649Liabilities 2021: $02021Assets 2022: $49,136Liabilities 2022: $0Net Assets 2022: $49,1362022Assets 2023: $62,107Liabilities 2023: $0Net Assets 2023: $62,1072023Assets 2024: $67,594Liabilities 2024: $0Net Assets 2024: $67,5942024Assets 2025: $79,065Liabilities 2025: $0Net Assets 2025: $79,0652025

Highlighted filing

2014

Assets$72,476
Liabilities-
Net Assets$72,476
Open 2014 Filing

Operations Trend

Revenue Growth88th percentile

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

$100K$50K$0-$50KRevenue 2011: $43,131Expenses 2011: $51,529Net Income 2011: -$8,3982011Revenue 2012: $35,470Expenses 2012: $42,260Net Income 2012: -$6,7902012Revenue 2013: $23,237Expenses 2013: $38,681Net Income 2013: -$15,4442013Revenue 2014: $38,338Expenses 2014: $20,724Net Income 2014: $17,6142014Revenue 2015: $27,725Expenses 2015: $24,088Net Income 2015: $3,6372015Revenue 2016: $28,706Expenses 2016: $29,636Net Income 2016: -$9302016Revenue 2017: $25,081Expenses 2017: $39,799Net Income 2017: -$14,7182017Revenue 2018: $57,120Expenses 2018: $36,457Net Income 2018: $20,6632018Revenue 2019: $81,676Expenses 2019: $29,963Net Income 2019: $51,7132019Revenue 2020: $42,220Expenses 2020: $84,838Net Income 2020: -$42,6182020Revenue 2021: $5,664Expenses 2021: $38,062Net Income 2021: -$32,3982021Revenue 2022: $31,138Expenses 2022: $39,831Net Income 2022: -$8,6932022Revenue 2023: $34,173Expenses 2023: $21,202Net Income 2023: $12,9712023Revenue 2024: $30,010Expenses 2024: $24,523Net Income 2024: $5,4872024Revenue 2025: $36,711Expenses 2025: $25,240Net Income 2025: $11,4712025

Highlighted filing

2014

Revenue$38,338
Expenses$20,724
Net Income$17,614
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 5, 2014
Return Version
2013v3.1
Gross Receipts
$159,506
Mission and Program Overview

Mission

Support of the public school system.

Program Services

DescriptionGrantsExpenses
DIRECT SUPPORT OF PROGRAMS IN PORTLAND PUBLIC SCHOOLS. (BUCKMAN ELEMENTARY)$14,676$20,724
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTA HOFFMEISTERPta PresidenPT$0--
ANGELA KIRKMANVice PresidePT$0--
DEBORAH LAMBERTHSecretaryPT$0--
JANET TAKAYAMATreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$78,422$78,422$56,060$22,362
Event 2$77,568$77,568$65,108$12,460
Total Events$155,990$155,990$121,168$34,822
Filing and Contact Details

Filer

EIN
93-1053532
Phone
5039166230

Signing Officer

Name
Janet Takayama
Title
Treasurer
Phone
5039166230
Signed
2014-11-05
Discuss with paid preparer
Yes

Preparer

Preparer
Kevin J Sundberg
Phone
5033291824
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Buckman foundation 320 se 16th ave portland, or 97214 10,950 0 0”

Form 990-ez, Part I, Line 16

“Expenses academic and program supp 1,715 community outreach 900 family and school enrichm 1,169 administration 1,200 membership dues 1,064 total 6,048”

Raw XML Appendix166 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0KRISTA HOFFMEISTER
CompensationExplanation/CompensationExplanationGrp/PersonNm1ANGELA KIRKMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2DEBORAH LAMBERTH
CompensationExplanation/CompensationExplanationGrp/PersonNm3JANET TAKAYAMA
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JANET TAKAYAMA
IRS990EZ/BooksInCareOfDetail/PhoneNum05039166230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101724 NE WEIDLER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097232
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054862
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072476
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01613
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017614
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054862
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072476
IRS990EZ/FundraisingGrossIncomeAmt0155990
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014676
IRS990EZ/GrossReceiptsAmt0159506
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01898
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054862
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072476
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054862
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072476
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTA HOFFMEISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA KIRKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBORAH LAMBERTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET TAKAYAMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PTA PRESIDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06048
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF THE PUBLIC SCHOOL SYSTEM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DIRECT SUPPORT OF PROGRAMS IN PORTLAND PUBLIC SCHOOLS. (BUCKMAN ELEMENTARY)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014676
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020724
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0121168
IRS990EZ/SpecialEventsNetIncomeLossAmt034822
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020724
IRS990EZ/TotalProgramServiceExpensesAmt020724
IRS990EZ/TotalRevenueAmt038338
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0157888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0125916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0158697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0105401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt091804
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0639706
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt034
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0645787
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0159501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0127842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0159039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092394
IRS990ScheduleA/Total509Grp/TotalAmt0645787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0159506
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0127849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0159049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0107023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092394
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0645821
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0121168
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt077568
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0155990
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt078422
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt077568
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0155990
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ASAS INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SCRIP SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034822
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0121168
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt056060
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt065108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUCKMAN FOUNDATION 320 SE 16TH AVE PORTLAND, OR 97214 10,950 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ACADEMIC AND PROGRAM SUPP 1,715 COMMUNITY OUTREACH 900 FAMILY AND SCHOOL ENRICHM 1,169 ADMINISTRATION 1,200 MEMBERSHIP DUES 1,064 TOTAL 6,048
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET TAKAYAMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166230
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10BUCKMAN PTA
ReturnHeader/Filer/BusinessNameControlTxt0BUCK
ReturnHeader/Filer/EIN0931053532
ReturnHeader/Filer/PhoneNum05039166230
ReturnHeader/Filer/USAddress/AddressLine10320 SE 16TH AVE
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MATRIX TAX AND CONSULTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105125 SW MACADAM AVE STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0972393818
ReturnHeader/PreparerPersonGrp/PhoneNum05033291824
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J SUNDBERG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-10T15:34:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,476
Liabilities
-
Net assets
$72,476
Revenue
$38,338
Expenses
$20,724
Net income
$17,614
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.37$0.25$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.30$0.25$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.34$0.21$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.31$0.40$0.09
2021Summary only. Only limited summary data is available for this year.$0.64$0.00$0.06$0.38$0.32
2020Summary only. Only limited summary data is available for this year.$0.90$0.00$0.42$0.85$0.43
2019Summary only. Only limited summary data is available for this year.$1.33$0.00$0.82$0.30$0.52
2018Summary only. Only limited summary data is available for this year.$0.81$0.00$0.57$0.36$0.21
2017Summary only. Only limited summary data is available for this year.$0.60$0.00$0.25$0.40$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.29$0.30$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.76$0.28$0.24$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.38$0.21$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.55$0.23$0.39$0.15
2012Summary only. Only limited summary data is available for this year.$0.70$0.00$0.35$0.42$0.07
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.43$0.52$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits