Civic Intelligence

PTA Oregon Congress Alameda Elementary PTA

990EZ • Fiscal year 2024 • EIN 93-6039287

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

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

80th percentile

0.12x

Higher debt load relative to assets than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-1.0%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

1.2%

Faster revenue growth than 48% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$23,983

Down $248 (-1.0%) from 2023

Net Assets

Up

$21,199

Up $803 (+3.9%) from 2023

Liabilities

Down

$2,784

Down $1,051 (-27%) from 2023

Revenue

Up

$73,104

Up $849 (+1.2%) from 2023

Expenses

Down

$73,072

Down $3,378 (-4.4%) from 2023

Net Income

Up

$32

Up $4,227 (+101%) from 2023

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

2024

Assets$23,983
Liabilities$2,784
Net Assets$21,199

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

2024

Revenue$73,104
Expenses$73,072
Net Income$32
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.0
Gross Receipts
$73,104
Mission and Program Overview

Mission

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

Provide support to alameda elementary school and the school community

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES DIRECT SUPPORT TO ALAMEDA ELEMENTARY SCHOOL TO SUPPORT EDUCATION PROGRAMS AND ACTIVITIES, CLASSROOM SUPPLIES FOR TEACHERS, AND STAFF APPRECIATION.-$23,315
PROVIDES ACTIVITIES, EVENTS AND OUTREACH TO THE SCHOOL COMMUNITY, INCLUDING GREEN TEAM FIELD SUPPORT, DONATION TO PORTLAND PTA CLOTHING CLOSET$1,000$7,210
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE HARTPres-TreasurPT$0--
MARIAH HUDSONVP Membershi-$0--
ADAM KENNEDYVP Community-$0--
KRISTA MANCUSOVP Fundraisi-$0--
YASMIN MARIN-MCGRATHVP Communica-$0--
DOMINIQUE NEWTONVP-Equity In-$0--
SHANNON ROTHSecretary-$0--
COURTNEY WRIGHTVP Voluntee-$0--
DAVID STEPHENSONTreasurer 20-$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-6039287
Phone
5039166036
Address
2732 NE FREMONT ST, PORTLAND, OR 97212

Signing Officer

Name
David Stephenson
Title
Treasurer 2024-2025
Phone
5039166036
Signed
2024-11-14
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 10 donations to portland pta clothing closet 1,000

Form 990-ez, Part I, Line 16

Expenses pta administration 2,328 back to school supplies 18,331 poinsettia sale 1,679 scholastic book fair 1,944 spring plant sale 1,990 yearbooks 8,390 restaurants pass thru 3,689 pta membership 57 family movie night 544 merchandise 3,595 back to school picnic 1,984 battle of the books 334 teacher reimbursement 3,755 pta grants 133 staff appreciation 1,754 staff -1st day/week 1,269 arts run/popcicles 490 school sup- principal 91 move for arts programs 11,401 school support- other 32 student aid/scholarship 1,000 chess club 1,000 family math and science 72 garden 84 pta sponsored meetings 60 5th grade dance 2,016 bike & walk to school 1,484 pta meetings 2,566 total 72,072

Form 990-ez, Part I, Line 20

Prior year re-issued checks 771

Form 990-ez, Part II, Line 24

Inventories for sale or use 78 78 total 78 78

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 3,835 2,784

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHERINE HART
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTA MANCUSO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-EQUITY IN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER 20
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt078
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IRS990EZ/OtherChangesInNetAssetsAmt0771
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IRS990EZ/WebsiteAddressTxt0WWW.ALAMEDASCHOOL.ORG
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10 DONATIONS TO PORTLAND PTA CLOTHING CLOSET 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PTA ADMINISTRATION 2,328 BACK TO SCHOOL SUPPLIES 18,331 POINSETTIA SALE 1,679 SCHOLASTIC BOOK FAIR 1,944 SPRING PLANT SALE 1,990 YEARBOOKS 8,390 RESTAURANTS PASS THRU 3,689 PTA MEMBERSHIP 57 FAMILY MOVIE NIGHT 544 MERCHANDISE 3,595 BACK TO SCHOOL PICNIC 1,984 BATTLE OF THE BOOKS 334 TEACHER REIMBURSEMENT 3,755 PTA GRANTS 133 STAFF APPRECIATION 1,754 STAFF -1ST DAY/WEEK 1,269 ARTS RUN/POPCICLES 490 SCHOOL SUP- PRINCIPAL 91 MOVE FOR ARTS PROGRAMS 11,401 SCHOOL SUPPORT- OTHER 32 STUDENT AID/SCHOLARSHIP 1,000 CHESS CLUB 1,000 FAMILY MATH AND SCIENCE 72 GARDEN 84 PTA SPONSORED MEETINGS 60 5TH GRADE DANCE 2,016 BIKE & WALK TO SCHOOL 1,484 PTA MEETINGS 2,566 TOTAL 72,072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR RE-ISSUED CHECKS 771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVENTORIES FOR SALE OR USE 78 78 TOTAL 78 78
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,835 2,784
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID STEPHENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER 2024-2025
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166036
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALAMEDA ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0936039287
ReturnHeader/Filer/PhoneNum05039166036
ReturnHeader/Filer/USAddress/AddressLine1Txt02732 NE FREMONT ST
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BORING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05038871243
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T16:43:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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