Civic Intelligence

Melrose Parent Teacher Action

EIN 93-1275217 • 501(c)3 • Roseburg, OR

Profile

Melrose ptan seeks to provide various school enrichment activities to the students of melrose elementary school, supported primarily through fundraising events as well as grants.

2960 Melrose RoadRoseburg, OR 97471

www.melroseptan.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

6th percentile

-188%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-17%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

35th percentile

-15%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$243,887

Down $116,299 (-32%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$243,887

Down $116,299 (-32%) from 2024

Revenue

Down

$61,954

Down $54,079 (-47%) from 2024

Expenses

Up

$178,253

Up $67,444 (+61%) from 2024

Net Income

Down

-$116,299

Down $121,523 (-2326%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $25,197Liabilities 2011: $02011Assets 2012: $38,041Liabilities 2012: $02012Assets 2013: $56,921Liabilities 2013: $02013Assets 2014: $52,236Liabilities 2014: $02014Assets 2015: $67,208Liabilities 2015: $02015Assets 2016: $91,044Liabilities 2016: $0Net Assets 2016: $91,0442016Assets 2017: $131,028Liabilities 2017: $0Net Assets 2017: $131,0282017Assets 2018: $193,630Liabilities 2018: $0Net Assets 2018: $193,6302018Assets 2019: $217,598Liabilities 2019: $0Net Assets 2019: $217,5982019Assets 2020: $216,736Liabilities 2020: $0Net Assets 2020: $216,7362020Assets 2021: $228,712Liabilities 2021: $0Net Assets 2021: $228,7122021Assets 2022: $291,380Liabilities 2022: $0Net Assets 2022: $291,3802022Assets 2023: $354,962Liabilities 2023: $0Net Assets 2023: $354,9622023Assets 2024: $360,186Liabilities 2024: $0Net Assets 2024: $360,1862024Assets 2025: $243,887Liabilities 2025: $0Net Assets 2025: $243,8872025

Highlighted filing

2025

Assets$243,887
Liabilities$0
Net Assets$243,887

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $18,590Expenses 2011: $15,473Net Income 2011: $3,1172011Revenue 2012: $27,369Expenses 2012: $14,525Net Income 2012: $12,8442012Revenue 2013: $34,778Expenses 2013: $15,898Net Income 2013: $18,8802013Revenue 2014: $33,804Expenses 2014: $38,489Net Income 2014: -$4,6852014Revenue 2015: $36,022Expenses 2015: $21,047Net Income 2015: $14,9752015Revenue 2016: $88,091Expenses 2016: $64,255Net Income 2016: $23,8362016Revenue 2017: $71,021Expenses 2017: $31,037Net Income 2017: $39,9842017Revenue 2018: $99,744Expenses 2018: $37,142Net Income 2018: $62,6022018Revenue 2019: $85,269Expenses 2019: $61,301Net Income 2019: $23,9682019Revenue 2020: $34,034Expenses 2020: $34,896Net Income 2020: -$8622020Revenue 2021: $39,952Expenses 2021: $27,976Net Income 2021: $11,9762021Revenue 2022: $90,463Expenses 2022: $27,795Net Income 2022: $62,6682022Revenue 2023: $85,549Expenses 2023: $21,967Net Income 2023: $63,5822023Revenue 2024: $116,033Expenses 2024: $110,809Net Income 2024: $5,2242024Revenue 2025: $61,954Expenses 2025: $178,253Net Income 2025: -$116,2992025

Highlighted filing

2025

Revenue$61,954
Expenses$178,253
Net Income-$116,299

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.62$1.78$1.16
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.16$1.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.86$0.22$0.64
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.90$0.28$0.63
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.40$0.28$0.12
2020Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$0.34$0.35$0.01
2019Summary only. Only limited summary data is available for this year.$2.18$0.00$2.18$0.85$0.61$0.24
2018Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$1.00$0.37$0.63
2017Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.71$0.31$0.40
2016Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.88$0.64$0.24
2015Summary only. Only limited summary data is available for this year.$0.67$0.00$0.36$0.21$0.15
2014Summary only. Only limited summary data is available for this year.$0.52$0.00$0.34$0.38$0.05
2013Summary only. Only limited summary data is available for this year.$0.57$0.00$0.35$0.16$0.19
2012Summary only. Only limited summary data is available for this year.$0.38$0.00$0.27$0.15$0.13
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$0.19$0.15$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 26, 2026
Return Version
2024v5.0
Gross Receipts
$175,775
Mission and Program Overview

Mission

The melrose parent teacher action network is organized for the purpose of supporting the needs of and enhancing the academic, educational, social and cultural opportunities of melrose students and staff by engaging in activities such as fundraising, convening meetings on a regular basis to support the organization, and fostering cooperative relationships between parents, students, school staff and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$127,222$95,282▼ $31,940
Cash and Non-Interest-Bearing Accounts$132,913$74,979▼ $57,934
Inventories for Sale or Use$74,896$65,454▼ $9,442
Savings and Temporary Cash Investments$25,155$8,172▼ $16,983
Total Assets$360,186$243,887▼ $116,299
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$360,186$243,887▼ $116,299
Total Net Assets Fund Balance$360,186$243,887▼ $116,299
Total Liabilities and Net Assets / Fund Balance$360,186$243,887▼ $116,299
Compensation and Service Providers

Board Members and Trustees

NameTitle
Becky MarrPresident
Annie GrafSecretary
Rebecca HenlinTreasurer
Ali WadsworthVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$64,697
Program Service Revenue
$0
Investment Income
$5,078
Other Revenue
$-7,821
All Other Contributions
$1,738
Change in Net Assets
$-116,299

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table70$26,222Comparable Sales Price
Total Noncash Contributions70$26,222-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,253
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$6,057$755-$6,812
Other Expenses$6,177--$6,177
Fees for Services Accounting-$2,200-$2,200
Information Technology-$180-$180
Advertising$63--$63
Total Functional Expenses$175,118$3,135$0$178,253
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$39,458
Fundraising Gross Income$23,691
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Auction$77,135$14,176$2,463$11,713
Carnival$5,082$5,082$2,062$3,020
Total Events$82,217$19,258$37,069$-17,811
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the treasurer and president prior to filing and made available to the board after filing.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is reviewed annually by the board of directors to ensure its effectiveness and relevance.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request

Filing and Contact Details

Filer

Filer Name
Melrose Parent Teacher Action
EIN
93-1275217
Phone
5414404077
Address
2960 MELROSE ROAD, ROSEBURG, OR 97471

Signing Officer

Name
Rebecca Henlin
Title
Treasurer
Phone
5414404077
Signed
2026-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becky Marr
Formed
1999
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
20

Preparer

Firm
Wicks Emmett Llp
Address
358 NE WINCHESTER ST - PO BOX 2350, ROSEBURG, OR 97470-3327
Preparer
Erica J Aitken CPA
Phone
5416734423
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The melrose parent teacher action network is organized for the purpose of supporting the needs of and enhancing the academic, educational, social and cultural opportunities of melrose students and staff by engaging in activities such as fundraising, convening meetings on a regular basis to support the organization, and fostering cooperative relationships between parents, students, school staff and the community.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MELROSE PARENT TEACHER ACTION NETWORK IS ORGANIZED FOR THE PURPOSE OF SUPPORTING THE NEEDS OF AND ENHANCING THE ACADEMIC, EDUCATIONAL, SOCIAL AND CULTURAL OPPORTUNITIES OF MELROSE STUDENTS AND STAFF BY ENGAGING IN ACTIVITIES SUCH AS FUNDRAISING, CONVENING MEETINGS ON A REGULAR BASIS TO SUPPORT THE ORGANIZATION, AND FOSTERING COOPERATIVE RELATIONSHIPS BETWEEN PARENTS, STUDENTS, SCHOOL STAFF AND THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE TREASURER AND PRESIDENT PRIOR TO FILING AND MADE AVAILABLE TO THE BOARD AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS TO ENSURE ITS EFFECTIVENESS AND RELEVANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WICKS EMMETT LLP
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA J AITKEN CPA
ReturnHeader/ReturnTs02026-02-03T19:24:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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