Civic Intelligence

Winterhaven Ptsa at Brooklyn School

990EZ • Fiscal year 2024 • EIN 93-6039299

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 17, 2024

3830 SE 14th AvePortland, OR 97202

(503) 916-6200

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

21st percentile

-17%

Higher net margin than 21% 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

36th percentile

-7.0%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

73rd percentile

26%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Down

$131,742

Down $9,948 (-7.0%) from 2023

Net Assets

Down

$131,742

Down $9,948 (-7.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$58,812

Up $12,231 (+26%) from 2023

Expenses

Down

$68,760

Down $1,651 (-2.3%) from 2023

Net Income

Up

-$9,948

Up $13,882 (+58%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $25,026Liabilities 2011: $02011Assets 2013: $75,785Liabilities 2013: $02013Assets 2014: $86,402Liabilities 2014: $02014Assets 2015: $63,173Liabilities 2015: $02015Assets 2016: $66,416Liabilities 2016: $02016Assets 2017: $74,762Liabilities 2017: $02017Assets 2018: $87,080Liabilities 2018: $02018Assets 2019: $38,417Liabilities 2019: $02019Assets 2020: $38,417Liabilities 2020: $02020Assets 2021: $137,373Liabilities 2021: $0Net Assets 2021: $137,3732021Assets 2022: $165,520Liabilities 2022: $0Net Assets 2022: $165,5202022Assets 2023: $141,690Liabilities 2023: $0Net Assets 2023: $141,6902023Assets 2024: $131,742Liabilities 2024: $0Net Assets 2024: $131,7422024Assets 2025: $139,312Liabilities 2025: $0Net Assets 2025: $139,3122025

Highlighted filing

2024

Assets$131,742
Liabilities$0
Net Assets$131,742

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $46,807Expenses 2011: $32,147Net Income 2011: $14,6602011Revenue 2013: $105,121Expenses 2013: $92,250Net Income 2013: $12,8712013Revenue 2014: $334,295Expenses 2014: $12,176Net Income 2014: $322,1192014Revenue 2015: $88,578Expenses 2015: $104,447Net Income 2015: -$15,8692015Revenue 2016: $113,272Expenses 2016: $112,030Net Income 2016: $1,2422016Revenue 2017: $94,370Expenses 2017: $84,024Net Income 2017: $10,3462017Revenue 2018: $105,396Expenses 2018: $93,078Net Income 2018: $12,3182018Revenue 2019: $106,271Expenses 2019: $67,854Net Income 2019: $38,4172019Revenue 2020: $106,271Expenses 2020: $67,854Net Income 2020: $38,4172020Revenue 2021: $44,845Expenses 2021: $24,317Net Income 2021: $20,5282021Revenue 2022: $67,237Expenses 2022: $39,090Net Income 2022: $28,1472022Revenue 2023: $46,581Expenses 2023: $70,411Net Income 2023: -$23,8302023Revenue 2024: $58,812Expenses 2024: $68,760Net Income 2024: -$9,9482024Revenue 2025: $67,763Expenses 2025: $60,193Net Income 2025: $7,5702025

Highlighted filing

2024

Revenue$58,812
Expenses$68,760
Net Income-$9,948
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 17, 2024
Return Version
2023v5.0
Gross Receipts
$72,666
Mission and Program Overview

Mission

Parent Teacher Student Association - educational support

Program Services

DescriptionGrantsExpenses
Community Support - property improvements, social activities (e.g. dances, after school clubs, student music performances, fall and spring parties), diversity initiatives, book fair. Benefit to approximately 350 students and their families$23,549$0
Teacher Support - field trips, educational materials, curriculum support, in-class projects, cultural events and supplementary instruction - approximately 350 students$17,958$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brea AriolaPresidentPT$0--
Mari GreenlyVice PresidentPT$0--
Van RossSecretaryPT$0--
Jennifer BakerTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-6039299
Phone
5039166200
Address
3830 SE 14th Ave, Portland, OR 97202

Signing Officer

Name
Jennifer Baker
Title
Treasurer
Phone
5035778856
Signed
2024-09-17
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Form 990-EZ, Part I, Line 8 - Interest Income Form 990-EZ, Part I, Line 10 - General teacher and classroom support, Fundraising activity costs, Community support and events, school club activities. Form 990-EZ, Part I, Line 16 - Interest, administrative costs, software, fees. Schedule B, Part I - Contributions from parent donors, community organizations, local businesses and others. No single contribution greater than $5000 was received throughout the year.

Form 990-EZ, Part I, Line 10

These are our general distributions for school events, teacher support, grade activities, and activity scholarships.

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Jennifer Baker
IRS990EZ/BooksInCareOfDetail/PhoneNum05039166200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03830 SE 14th Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0141690
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0131742
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt043519
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9948
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010530
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0141690
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0131742
IRS990EZ/FundraisingGrossIncomeAmt028842
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt058230
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt072666
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0305
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0141690
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131742
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0141690
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131742
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brea Ariola
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mari Greenly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Van Ross
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Student Association - educational support
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teacher Support - field trips, educational materials, curriculum support, in-class projects, cultural events and supplementary instruction - approximately 350 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Support - property improvements, social activities (e.g. dances, after school clubs, student music performances, fall and spring parties), diversity initiatives, book fair. Benefit to approximately 350 students and their families
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017958
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt123549
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt013854
IRS990EZ/SpecialEventsNetIncomeLossAmt014988
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt068760
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt058812
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043214
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0197790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt011510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt029950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt056447
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0254237
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069968
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034651
IRS990ScheduleA/Total509Grp/TotalAmt0254237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt069968
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034651
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part I, Line 8 - Interest Income Form 990-EZ, Part I, Line 10 - General teacher and classroom support, Fundraising activity costs, Community support and events, school club activities. Form 990-EZ, Part I, Line 16 - Interest, administrative costs, software, fees. Schedule B, Part I - Contributions from parent donors, community organizations, local businesses and others. No single contribution greater than $5000 was received throughout the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1These are our general distributions for school events, teacher support, grade activities, and activity scholarships.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Baker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05035778856
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0936039299
ReturnHeader/Filer/PhoneNum05039166200
ReturnHeader/Filer/USAddress/AddressLine1Txt03830 SE 14th Ave
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097202
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02024-09-17T14:48:44-07:00
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.$1.39$0.00$1.39$0.68$0.60$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.59$0.69$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.47$0.70$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.67$0.39$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.45$0.24$0.21
2020Summary only. Only limited summary data is available for this year.$0.38$0.00$1.06$0.68$0.38
2019Summary only. Only limited summary data is available for this year.$0.38$0.00$1.06$0.68$0.38
2018Summary only. Only limited summary data is available for this year.$0.87$0.00$1.05$0.93$0.12
2017Summary only. Only limited summary data is available for this year.$0.75$0.00$0.94$0.84$0.10
2016Summary only. Only limited summary data is available for this year.$0.66$0.00$1.13$1.12$0.01
2015Summary only. Only limited summary data is available for this year.$0.63$0.00$0.89$1.04$0.16
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$3.34$0.12$3.22
2013Summary only. Only limited summary data is available for this year.$0.76$0.00$1.05$0.92$0.13
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$0.47$0.32$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits