Civic Intelligence

PTA Oregon Congress Alameda Elementary PTA

990EZ • Fiscal year 2018 • EIN 93-6039287

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 31, 2018

2732 NE Fremont StPortland, OR 97212

(503) 916-6036

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-3.7%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$63,059

Up $14,295 (+29%) from 2017

Net Assets

Up

$62,163

Up $14,023 (+29%) from 2017

Liabilities

Up

$896

Up $272 (+44%) from 2017

Revenue

Down

$155,563

Down $5,944 (-3.7%) from 2017

Expenses

Down

$131,964

Down $6,857 (-4.9%) from 2017

Net Income

Up

$23,599

Up $913 (+4.0%) from 2017

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $46,043Liabilities 2010: $1,369Net Assets 2010: $44,6742010Assets 2011: $34,249Liabilities 2011: $1,280Net Assets 2011: $32,9692011Assets 2012: $44,352Liabilities 2012: $1,610Net Assets 2012: $42,7422012Assets 2013: $49,699Liabilities 2013: $2,303Net Assets 2013: $47,3962013Assets 2014: $58,408Liabilities 2014: $9,291Net Assets 2014: $49,1172014Assets 2015: $57,263Liabilities 2015: $1,527Net Assets 2015: $55,7362015Assets 2016: $26,854Liabilities 2016: $1,400Net Assets 2016: $25,4542016Assets 2017: $48,764Liabilities 2017: $624Net Assets 2017: $48,1402017Assets 2018: $63,059Liabilities 2018: $896Net Assets 2018: $62,1632018Assets 2019: $41,647Liabilities 2019: $1,174Net Assets 2019: $40,4732019Assets 2020: $25,022Liabilities 2020: $1,200Net Assets 2020: $23,8222020Assets 2021: $23,799Liabilities 2021: $6,814Net Assets 2021: $16,9852021Assets 2022: $25,982Liabilities 2022: $1,391Net Assets 2022: $24,5912022Assets 2023: $24,231Liabilities 2023: $3,835Net Assets 2023: $20,3962023Assets 2024: $23,983Liabilities 2024: $2,784Net Assets 2024: $21,1992024Assets 2025: $24,255Liabilities 2025: $0Net Assets 2025: $24,2552025

Highlighted filing

2018

Assets$63,059
Liabilities$896
Net Assets$62,163

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $293,5132010Expenses 2011: $267,1002011Expenses 2012: $279,4022012Expenses 2013: $319,9272013Revenue 2014: $276,693Expenses 2014: $274,972Net Income 2014: $1,7212014Revenue 2015: $216,131Expenses 2015: $209,512Net Income 2015: $6,6192015Revenue 2016: $122,625Expenses 2016: $152,907Net Income 2016: -$30,2822016Revenue 2017: $161,507Expenses 2017: $138,821Net Income 2017: $22,6862017Revenue 2018: $155,563Expenses 2018: $131,964Net Income 2018: $23,5992018Revenue 2019: $118,127Expenses 2019: $140,714Net Income 2019: -$22,5872019Revenue 2020: $67,542Expenses 2020: $84,459Net Income 2020: -$16,9172020Revenue 2021: $38,351Expenses 2021: $45,188Net Income 2021: -$6,8372021Revenue 2022: $66,828Expenses 2022: $59,223Net Income 2022: $7,6052022Revenue 2023: $72,255Expenses 2023: $76,450Net Income 2023: -$4,1952023Revenue 2024: $73,104Expenses 2024: $73,072Net Income 2024: $322024Revenue 2025: $58,696Expenses 2025: $55,640Net Income 2025: $3,0562025

Highlighted filing

2018

Revenue$155,563
Expenses$131,964
Net Income$23,599
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$155,563
Mission and Program Overview

Mission

Alameda pta provides educational support to alameda elementary school in portland, or and supports the school community.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES DIRECT SUPPORT TO ALAMEDA ELEMENTARY SCHOOL TO SUPPORT EDUCATION PROGRAMS AND ACTIVITIES, CLASSROOM SUPPLIES FORTEACHERS, STAFF LOUNGE UPDATES AND STAFF APPRECIATION.-$16,168
PROVIDES ACTIVITIES, EVENTS AND OUTREACH TO THE SCHOOL COMMUNITY, SUPPORTS STUDENTS AND FAMILIES WITH SCHOLARSHIPS AND STUDENT AID AND DONATES TO EXEMPT ORGANIZATIONS HELPING FAMILIES AND STUDENTS.$1,625$11,947
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMMY SCARPINEPresidentPT$0--
MONICA KERSLEYSecretary-$0--
KATHERINE HARTTreasurerPT$0--
ERICH STIEFVATERVP Membershi-$0--
CARA HASKEYVP- Communic-$0--
CARRIE CZARNECKIVP- Fundrais-$0--
MEAGHAN JOHNSONVP- Comm Out-$0--
ERNIE AMAYAVP- Cirricul-$0--
KATIE HARAGUCHIVP- Hospital-$0--
SHARON MEYERSPta Ambassad-$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-6039287
Address
2732 NE FREMONT ST, PORTLAND, OR 97212

Signing Officer

Name
Katherine Hart
Title
Treasurer
Phone
5039166036
Signed
2018-10-31
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 admin office supplies 2 admin oregon ct-12 155 admin paypal fees- dues 283 admin-paypal fee-donation 1 admin pta insurance 280 admin- myschoolanywhere 498 admin- printing 1,315 admin- pta training 250 admin- tax prep 450 admin-other 508 back to school supplies 23,177 fundraising paypal fees 818 green team- chinook book 870 green teeam-poinsettia 2,573 photos/yearbook 7,554 scrip purchases 65,115 arts run/field day 512 back to school picnic 126 battle of the books 731 bike enclosure 400 community supp/kinder 17 family dance/5th promo 857 field 250 green team program exp 209 green team- garden 317 passport club 633 reading friends 195 safety patrol 486 school support 275 comm support- pta mtgs 647 comm support- volunteer 538 family dance- 5th grade 1,035 family math and science 579 family movie night 1,173 monthly coffee hour 98 pta mtgs- sponsored 924 student aid/scholarship 1,927 classroom support 6,750 school supp-other- staff 225 staff appreciation 1,623 staff lounge upgrade 2,046 teachers dinner-conf 516 total 126,938

Form 990-ez, Part I, Line 20

BOOK/TAX ADJ -9,576

Form 990-ez, Part II, Line 24

Inventories for sale or use 0 45 total 0 45

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 624 896

Form 990-ez, Part III

Alameda pta provides educational support to alameda elementary school in portland, or and supports the school community.

Raw XML Appendix175 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/BusinessName/BusinessNameLine2Txt0ALAMEDA ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/PhoneNum05039166036
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02732 NE FREMONT ST
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt02732 NE FREMONT ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMMY SCARPINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MONICA KERSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHERINE HART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERICH STIEFVATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARA HASKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CARRIE CZARNECKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MEAGHAN JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ERNIE AMAYA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATIE HARAGUCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SHARON MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP- COMMUNIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP- FUNDRAIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP- COMM OUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP- CIRRICUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP- HOSPITAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PTA AMBASSAD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt045
IRS990EZ/OtherChangesInNetAssetsAmt0-9576
IRS990EZ/OtherExpensesTotalAmt0126938
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDES ACTIVITIES, EVENTS AND OUTREACH TO THE SCHOOL COMMUNITY, SUPPORTS STUDENTS AND FAMILIES WITH SCHOLARSHIPS AND STUDENT AID AND DONATES TO EXEMPT ORGANIZATIONS HELPING FAMILIES AND STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01625
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016168
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt111947
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0624
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0896
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131964
IRS990EZ/TotalProgramServiceExpensesAmt028115
IRS990EZ/TotalRevenueAmt0155563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALAMEDASCHOOL.ORG
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0155532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0161488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0122598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0216112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0276639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0932369
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt031
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0932369
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0155532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0161488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0122598
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0216112
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0276639
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0932369
IRS990ScheduleA/TotalSupportAmt0932369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMIN OFFICE SUPPLIES 2 ADMIN OREGON CT-12 155 ADMIN PAYPAL FEES- DUES 283 ADMIN-PAYPAL FEE-DONATION 1 ADMIN PTA INSURANCE 280 ADMIN- MYSCHOOLANYWHERE 498 ADMIN- PRINTING 1,315 ADMIN- PTA TRAINING 250 ADMIN- TAX PREP 450 ADMIN-OTHER 508 BACK TO SCHOOL SUPPLIES 23,177 FUNDRAISING PAYPAL FEES 818 GREEN TEAM- CHINOOK BOOK 870 GREEN TEEAM-POINSETTIA 2,573 PHOTOS/YEARBOOK 7,554 SCRIP PURCHASES 65,115 ARTS RUN/FIELD DAY 512 BACK TO SCHOOL PICNIC 126 BATTLE OF THE BOOKS 731 BIKE ENCLOSURE 400 COMMUNITY SUPP/KINDER 17 FAMILY DANCE/5TH PROMO 857 FIELD 250 GREEN TEAM PROGRAM EXP 209 GREEN TEAM- GARDEN 317 PASSPORT CLUB 633 READING FRIENDS 195 SAFETY PATROL 486 SCHOOL SUPPORT 275 COMM SUPPORT- PTA MTGS 647 COMM SUPPORT- VOLUNTEER 538 FAMILY DANCE- 5TH GRADE 1,035 FAMILY MATH AND SCIENCE 579 FAMILY MOVIE NIGHT 1,173 MONTHLY COFFEE HOUR 98 PTA MTGS- SPONSORED 924 STUDENT AID/SCHOLARSHIP 1,927 CLASSROOM SUPPORT 6,750 SCHOOL SUPP-OTHER- STAFF 225 STAFF APPRECIATION 1,623 STAFF LOUNGE UPGRADE 2,046 TEACHERS DINNER-CONF 516 TOTAL 126,938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK/TAX ADJ -9,576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 0 45 TOTAL 0 45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 624 896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALAMEDA PTA PROVIDES EDUCATIONAL SUPPORT TO ALAMEDA ELEMENTARY SCHOOL IN PORTLAND, OR AND SUPPORTS THE SCHOOL COMMUNITY.
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 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE HART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166036
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALAMEDA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0936039287
ReturnHeader/Filer/USAddress/AddressLine1Txt02732 NE FREMONT ST
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097212
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.96.183.176
ReturnHeader/FilingSecurityInformation/IPDt02018-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:25:59
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/PreparationDt02018-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-02T16:25:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.59$0.56$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.03$0.21$0.73$0.73$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.04$0.20$0.72$0.76$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.25$0.67$0.59$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.07$0.17$0.38$0.45$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.24$0.68$0.84$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.01$0.40$1.18$1.41$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$1.56$1.32$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$1.62$1.39$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.25$1.23$1.53$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.02$0.56$2.16$2.10$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.09$0.49$2.77$2.75$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.02$0.47$3.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.02$0.43$2.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.01$0.33$2.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.01$0.45$2.94