Civic Intelligence

PTA Oregon Congress Bridlemile PTA

990EZ • Fiscal year 2016 • EIN 93-6039298

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 27, 2016

4300 SW 47th DrivePortland, OR 97221-3799

(503) 724-3781

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$30,173

Down $7,755 (-20%) from 2015

Net Assets

$30,173

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$74,875

Up $9,193 (+14%) from 2015

Expenses

Up

$82,721

Up $5,855 (+7.6%) from 2015

Net Income

Up

-$7,846

Up $3,338 (+30%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $21,478Liabilities 2011: $02011Assets 2012: $27,256Liabilities 2012: $0Net Assets 2012: $27,2562012Assets 2013: $39,018Liabilities 2013: $0Net Assets 2013: $39,0182013Assets 2014: $49,061Liabilities 2014: $0Net Assets 2014: $49,0612014Assets 2015: $37,928Liabilities 2015: $02015Assets 2016: $30,173Liabilities 2016: $0Net Assets 2016: $30,1732016Assets 2017: $39,667Liabilities 2017: $0Net Assets 2017: $39,6672017Assets 2018: $48,881Liabilities 2018: $0Net Assets 2018: $48,8812018Assets 2019: $58,432Liabilities 2019: $0Net Assets 2019: $58,4322019Assets 2020: $60,668Liabilities 2020: $0Net Assets 2020: $60,6682020Assets 2021: $55,529Liabilities 2021: $0Net Assets 2021: $55,5292021Assets 2022: $72,725Liabilities 2022: $0Net Assets 2022: $72,7252022Assets 2023: $66,361Liabilities 2023: $0Net Assets 2023: $66,3612023Assets 2024: $51,210Liabilities 2024: $0Net Assets 2024: $51,2102024Assets 2025: $51,145Liabilities 2025: $0Net Assets 2025: $51,1452025

Highlighted filing

2016

Assets$30,173
Liabilities$0
Net Assets$30,173

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $53,451Expenses 2011: $53,469Net Income 2011: -$182011Revenue 2012: $44,524Expenses 2012: $38,746Net Income 2012: $5,7782012Revenue 2013: $56,189Expenses 2013: $44,427Net Income 2013: $11,7622013Revenue 2014: $60,480Expenses 2014: $50,437Net Income 2014: $10,0432014Revenue 2015: $65,682Expenses 2015: $76,866Net Income 2015: -$11,1842015Revenue 2016: $74,875Expenses 2016: $82,721Net Income 2016: -$7,8462016Revenue 2017: $39,076Expenses 2017: $29,582Net Income 2017: $9,4942017Revenue 2018: $40,772Expenses 2018: $31,558Net Income 2018: $9,2142018Revenue 2019: $56,029Expenses 2019: $46,478Net Income 2019: $9,5512019Revenue 2020: $32,503Expenses 2020: $30,267Net Income 2020: $2,2362020Revenue 2021: $3,049Expenses 2021: $8,188Net Income 2021: -$5,1392021Revenue 2022: $43,183Expenses 2022: $25,987Net Income 2022: $17,1962022Revenue 2023: $41,280Expenses 2023: $47,644Net Income 2023: -$6,3642023Revenue 2024: $45,894Expenses 2024: $61,045Net Income 2024: -$15,1512024Revenue 2025: $50,795Expenses 2025: $50,860Net Income 2025: -$652025

Highlighted filing

2016

Revenue$74,875
Expenses$82,721
Net Income-$7,846
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 27, 2016
Return Version
2015v2.1
Gross Receipts
$83,593
Mission and Program Overview

Mission

School and student support

Program Services

DescriptionGrantsExpenses
GRANTED FUNDS TO SCHOOL & PURCHASED EQUIP TO IMPROVE SCHOOL INCLUDES PLAYGROUND & COMPUTER EQUIPMENT LIBRARY BOOKS & CLASSROOM SUPPLIES SERVED ALL 450 STUDENTS$23,673-
SUBSIDIZED COST OF SCHOOL ENRICHMENT ACTIVITIES & PARENT MEETINGS INCLUDES ARTSMUSIC & LITERACY PROGRAMS SERVED ALL FAMILIES IN SCHOOL & APPROX SERVED ALL 450 STUDENTS-$14,820
COMMUNITY OUTREACH DONATED NON CASH ITEMS TO LOW INCOME FAMILIES AT HOLIDAY TIME SERVED APPROX 30 FAMILIES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN CORNUELLEPresidentPT$0--
CHRISTINE DOERR1st VP FundrasingPT$0--
KATIE MCGUIRE1st VP Programming-$0--
MONIKA JOHNSON2nd VP Programming-$0--
PAULA KEADYTreasurer-$0--
KENDRA WISEAssistant Treasurer-$0--
ERIN FITZGERALDSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair$6,511$6,511$3,685$2,826
Charles Wrap$6,097$6,097$785$5,312
Total Events$81,539$81,539$39,084$42,455
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress Bridlemile Pta
EIN
93-6039298
Address
4300 SW 47TH DRIVE, PORTLAND, OR 97221-3799

Signing Officer

Name
Paula Keady
Title
Treasurer
Phone
5037243781
Signed
2016-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Pacific Northwest Tax Service
Address
2730 NE BROADWAY ST, PORTLAND, OR 97232
Preparer
Nancy Aleshire
Phone
5032882000
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity school enrichment & operations grantee portland pub school bridlemile elemstreet 4300 sw 47th dr city, state, zip portland, or 97221amount 49,872activity classroom materials grantee 21 teachers street 4300 sw 47th drive city, state, zip portland, or 97221amount 9,787

Description of other expenses Part I line 16

Description amountdoj fee 45bank charges 110paypal fee 46square fee 76insurance 283battle of the books 130clothes closet 300computer lab 148contingency fund 4,000gifts 225health and wellness 313hospitality 1,813kindergarten welcoming 61misc 1,000passport club 355purchases 494safety patrol 37community outreach 793freaky friday 5,989tshirts 1,298missoula theater 3,288pta 1,796

Raw XML Appendix202 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/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIN FITZGERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP FUNDRASING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST VP PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32ND VP PROGRAMMING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt022600
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOOL AND STUDENT SUPPORT
IRS990EZ/ProgramServiceRevenueAmt043690
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUBSIDIZED COST OF SCHOOL ENRICHMENT ACTIVITIES & PARENT MEETINGS INCLUDES ARTSMUSIC & LITERACY PROGRAMS SERVED ALL FAMILIES IN SCHOOL & APPROX SERVED ALL 450 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt023673
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014820
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08718
IRS990EZ/SpecialEventsNetIncomeLossAmt023600
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt082721
IRS990EZ/TotalProgramServiceExpensesAmt014820
IRS990EZ/TotalRevenueAmt074875
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PPS.K12.OR.US/SCHOOLS/BRIDLEMILE/
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05527
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt031184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt053976
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt077615
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070838
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074968
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044524
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0354290
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039084
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHARLES WRAP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06511
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt068931
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06511
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt068931
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0785
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03685
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt017
IRS990ScheduleG/LicensedStatesCd0OR
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOOL ENRICHMENT & OPERATIONS GRANTEE PORTLAND PUB SCHOOL BRIDLEMILE ELEMSTREET 4300 SW 47TH DR CITY, STATE, ZIP PORTLAND, OR 97221AMOUNT 49,872ACTIVITY CLASSROOM MATERIALS GRANTEE 21 TEACHERS STREET 4300 SW 47TH DRIVE CITY, STATE, ZIP PORTLAND, OR 97221AMOUNT 9,787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDOJ FEE 45BANK CHARGES 110PAYPAL FEE 46SQUARE FEE 76INSURANCE 283BATTLE OF THE BOOKS 130CLOTHES CLOSET 300COMPUTER LAB 148CONTINGENCY FUND 4,000GIFTS 225HEALTH AND WELLNESS 313HOSPITALITY 1,813KINDERGARTEN WELCOMING 61MISC 1,000PASSPORT CLUB 355PURCHASES 494SAFETY PATROL 37COMMUNITY OUTREACH 793FREAKY FRIDAY 5,989TSHIRTS 1,298MISSOULA THEATER 3,288PTA 1,796
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA KEADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05037243781
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS BRIDLEMILE PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0936039298
ReturnHeader/Filer/USAddress/AddressLine1Txt04300 SW 47TH DRIVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972213799
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931191018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pacific Northwest Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02730 NE BROADWAY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097232
ReturnHeader/PreparerPersonGrp/PhoneNum05032882000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy Aleshire
ReturnHeader/ReturnTs02016-11-28T14:27:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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.$51.1$0.00$51.1$50.8$50.9$0.07
2024Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$45.9$61.0$15.2
2023Detailed filing. Detailed filing data is available for this year.$66.4$0.00$66.4$41.3$47.6$6.36
2022Detailed filing. Detailed filing data is available for this year.$72.7$0.00$72.7$43.2$26.0$17.2
2021Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$3.05$8.19$5.14
2020Detailed filing. Detailed filing data is available for this year.$60.7$0.00$60.7$32.5$30.3$2.24
2019Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$56.0$46.5$9.55
2018Detailed filing. Detailed filing data is available for this year.$48.9$0.00$48.9$40.8$31.6$9.21
2017Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$39.1$29.6$9.49
2016Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$74.9$82.7$7.85
2015Summary only. Only limited summary data is available for this year.$37.9$0.00$65.7$76.9$11.2
2014Detailed filing. Detailed filing data is available for this year.$49.1$0.00$49.1$60.5$50.4$10.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.0$0.00$39.0$56.2$44.4$11.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$0.00$27.3$44.5$38.7$5.78
2011Summary only. Only limited summary data is available for this year.$21.5$0.00$53.5$53.5$0.02