Civic Intelligence

PTA Oregon Congress Buckman PTA

990EZ • Fiscal year 2015 • EIN 93-1053532

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 16, 2015

Organization ProfileN/A
320 SE 16th AvePortland, OR 97214

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

56th percentile

5.0%

Faster asset growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$76,113

Up $3,637 (+5.0%) from 2014

Net Assets

Up

$76,113

Up $3,637 (+5.0%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Down

$27,725

Down $10,613 (-28%) from 2014

Expenses

Up

$24,088

Up $3,364 (+16%) from 2014

Net Income

Down

$3,637

Down $13,977 (-79%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2015

Assets$76,113
Liabilities-
Net Assets$76,113
Open 2015 Filing

Operations Trend

Revenue Growth18th 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

2015

Revenue$27,725
Expenses$24,088
Net Income$3,637
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 16, 2015
Return Version
2014v5.0
Gross Receipts
$161,478
Mission and Program Overview

Mission

Support of the public school system.

Program Services

DescriptionGrantsExpenses
DIRECT SUPPORT OF PROGRAMS IN PORTLAND PUBLIC SCHOOLS. (BUCKMAN ELEMENTARY)$13,098$24,088
Compensation and Service Providers
Top Officer Pay75th 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
Asas Income$79,365$79,365$58,810$20,555
Scrip Sales$79,096$79,096$74,943$4,153
Total Events$158,461$158,461$133,753$24,708
Filing and Contact Details

Filer

Filer Name
Buckman Pta
EIN
93-1053532
Phone
5039166230
Address
320 SE 16TH AVE, PORTLAND, OR 97214

Signing Officer

Name
Janet Takayama
Title
Treasurer
Phone
5039166230
Signed
2015-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Matrix Tax and Consulting Services LLC
Address
5125 SW MACADAM AVE STE 205, PORTLAND, OR 97239-3818
Preparer
Michael G Nicks
Phone
5033291824
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Buckman foundation 320 se 16th ave portland, or 97214 7,919 0 0 portland public schools 2069 ne hoyt st portland, or 97232 5,179 0 0”

Form 990-ez, Part I, Line 16

“Expenses academic and program supp 3,126 community outreach 750 family and school enrichm 4,368 administration 1,885 membership dues 861 total 10,990”

Raw XML Appendix165 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/BooksInCareOfDetail/PersonNm0JANET TAKAYAMA
IRS990EZ/BooksInCareOfDetail/PhoneNum05039166230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01724 NE WEIDLER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097232
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072476
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076113
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01920
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03637
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072476
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076113
IRS990EZ/FundraisingGrossIncomeAmt0158461
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013098
IRS990EZ/GrossReceiptsAmt0161478
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01092
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072476
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076113
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072476
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076113
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/OtherExpensesTotalAmt010990
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/GrantsAndAllocationsAmt013098
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024088
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0133753
IRS990EZ/SpecialEventsNetIncomeLossAmt024708
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024088
IRS990EZ/TotalProgramServiceExpensesAmt024088
IRS990EZ/TotalRevenueAmt027725
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07411
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0159553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0157888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0125916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0158697
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0105401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0707455
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0714866
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0161473
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0159501
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0127842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0159039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0107011
IRS990ScheduleA/Total509Grp/TotalAmt0714866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0161478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0159506
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0127849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0159049
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0107023
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0714905
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0133753
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ASAS INCOME
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCRIP SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079365
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt079096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0158461
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt079365
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt079096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0158461
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024708
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0133753
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt058810
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt074943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUCKMAN FOUNDATION 320 SE 16TH AVE PORTLAND, OR 97214 7,919 0 0 PORTLAND PUBLIC SCHOOLS 2069 NE HOYT ST PORTLAND, OR 97232 5,179 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ACADEMIC AND PROGRAM SUPP 3,126 COMMUNITY OUTREACH 750 FAMILY AND SCHOOL ENRICHM 4,368 ADMINISTRATION 1,885 MEMBERSHIP DUES 861 TOTAL 10,990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET TAKAYAMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166230
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUCKMAN PTA
ReturnHeader/Filer/BusinessNameControlTxt0BUCK
ReturnHeader/Filer/EIN0931053532
ReturnHeader/Filer/PhoneNum05039166230
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 SE 16TH AVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATRIX TAX AND CONSULTING SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05125 SW MACADAM AVE STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972393818
ReturnHeader/PreparerPersonGrp/PhoneNum05033291824
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL G NICKS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-20T12:28:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,113
Liabilities
-
Net assets
$76,113
Revenue
$27,725
Expenses
$24,088
Net income
$3,637
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