Civic Intelligence

PTA Oregon Congress

990 • Fiscal year 2017 • EIN 93-6039340

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

1915 NE 33rd AvePortland, OR 97212

(503) 916-6480

Siviq Scores

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

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

96th percentile

230%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$75,647

Up $52,713 (+230%) from 2016

Net Assets

Up

$72,096

Up $52,064 (+260%) from 2016

Liabilities

Up

$3,551

Up $649 (+22%) from 2016

Revenue

Up

$274,804

Up $50,391 (+22%) from 2016

Expenses

Down

$222,865

Down $11,194 (-4.8%) from 2016

Net Income

Up

$51,939

Up $61,585 (+638%) from 2016

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: $44,405Liabilities 2011: $02011Assets 2012: $47,388Liabilities 2012: $0Net Assets 2012: $47,3882012Assets 2013: $42,664Liabilities 2013: $0Net Assets 2013: $42,6642013Assets 2014: $36,292Liabilities 2014: $0Net Assets 2014: $36,2922014Assets 2015: $29,554Liabilities 2015: $0Net Assets 2015: $29,5542015Assets 2016: $22,934Liabilities 2016: $2,902Net Assets 2016: $20,0322016Assets 2017: $75,647Liabilities 2017: $3,551Net Assets 2017: $72,0962017Assets 2018: $76,101Liabilities 2018: $6,991Net Assets 2018: $69,1102018Assets 2019: $57,030Liabilities 2019: $4,237Net Assets 2019: $52,7932019Assets 2020: $53,169Liabilities 2020: $19,002Net Assets 2020: $34,1672020Assets 2021: $31,481Liabilities 2021: $558Net Assets 2021: $30,9232021Assets 2022: $27,425Liabilities 2022: $1,522Net Assets 2022: $25,9032022Assets 2023: $37,864Liabilities 2023: $7,7972023Assets 2024: $51,767Liabilities 2024: $4,6682024

Highlighted filing

2017

Assets$75,647
Liabilities$3,551
Net Assets$72,096

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $40,446Expenses 2011: $31,253Net Income 2011: $9,1932011Revenue 2012: $41,666Expenses 2012: $38,699Net Income 2012: $2,9672012Revenue 2013: $35,786Expenses 2013: $40,551Net Income 2013: -$4,7652013Revenue 2014: $67,709Expenses 2014: $74,101Net Income 2014: -$6,3922014Revenue 2015: $40,601Expenses 2015: $47,473Net Income 2015: -$6,8722015Revenue 2016: $224,413Expenses 2016: $234,059Net Income 2016: -$9,6462016Revenue 2017: $274,804Expenses 2017: $222,865Net Income 2017: $51,9392017Revenue 2018: $180,718Expenses 2018: $186,930Net Income 2018: -$6,2122018Revenue 2019: $188,874Expenses 2019: $205,261Net Income 2019: -$16,3872019Revenue 2020: $102,148Expenses 2020: $121,599Net Income 2020: -$19,4512020Revenue 2021: $8,756Expenses 2021: $12,006Net Income 2021: -$3,2502021Revenue 2022: $21,913Expenses 2022: $26,933Net Income 2022: -$5,0202022Revenue 2023: $66,910Expenses 2023: $62,022Net Income 2023: $4,8882023Revenue 2024: $67,422Expenses 2024: $50,237Net Income 2024: $17,1852024

Highlighted filing

2017

Revenue$274,804
Expenses$222,865
Net Income$51,939
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$274,804
Mission and Program Overview

Mission

The mission of beverly cleary pta is to provide student enrichment and education for the approximately 800 students at beverly cleary school. Beverly cleary school encompasses three campuses and grades kindergarten through 8th grade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$22,934$75,647▲ $52,713
Rtn Earn Endowment Incm Other Fnds$20,032$72,096▲ $52,064
Total Assets$22,934$75,647▲ $52,713
Liabilities
Accounts Payable and Accrued Expenses$2,902$3,551▲ $649
Total Liabilities$2,902$3,551▲ $649
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,032$72,096▲ $52,064
Total Liabilities and Net Assets / Fund Balance$22,934$75,647▲ $52,713
Compensation and Service Providers

Board Members and Trustees

NameTitle
Duke HarjoPresident
Diana MolinariAt Large Mem
Karin FallerAt Large Mem
Kathie TellAt Large Mem
Kathy HarterAt Large Mem
Lisa AcevesAt Large Mem
Sally StaufferAt Large Mem
Kieren PorterFoundation
Vilasinee EdgarMembership
Peg CooperScrip Coordi
Karen JohnsonSecretary
Jed RosenzweigTechnology
Stefan MassiminoTreasurer 20
Julie SamsVice Preside
Chris StoegerVP 15/treasu
Revenue and Support

Revenue Composition

Contributions and Grants
$274,804
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$267,069
Change in Net Assets
$51,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,200
Total Fundraising Expense$186,204
Grants and Similar Amounts Paid$9,257
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$13,084$1,225$4,098$18,407
Grants to Domestic Orgs$9,257--$9,257
Other Expenses$3,970-$3,810$3,810
Benefits to Members$1,408--$1,408
Total Functional Expenses$35,436$1,225$186,204$222,865
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beverly Cleary SchoolPortland, ORGovSchool Support$5,681
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

There are 209 members of beverly cleary pta

Form 990, Page 6, Part VI, Line 7A

Broard members are electted by the membership

Form 990, Page 6, Part VI, Line 7B

The full membership votes on the annual budget and additional budget items are brought to the full membership periodically

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

Treasurer and board members review and approve return prior to filing

Form 990, Page 6, Part VI, Line 15A

No officers receive compensation

Form 990, Page 6, Part VI, Line 15B

No officers receive compensation and the organization has no employees.

Form 990, Page 6, Part VI, Line 19

Beverly cleary pta is an affilliate entity of pta oregon congress. By-laws and organizing documents for pta oregon congress are available at their office. Standing rules governing beverly cleary pta are available by contacting the group's secretary and are on file with pta oregon congress. A copy of the tax return is available by contacting the treasurer.

Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-6039340
Phone
5039166480
Address
1915 NE 33RD AVE, PORTLAND, OR 97212

Signing Officer

Name
Stefan Massimino
Title
Treasurer 2017
Phone
5039166480
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duke Harjo
Legal Domicile
Or
Voting Board Members
13
Independent Board Members
163
Employees
0

Preparer

Firm
M C Franklin Tax LLC
Address
1221 SE 9TH ST, GRESHAM, OR 97080-8107
Preparer
Mary C Franklin
Phone
5038871243
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of beverly cleary pta is to provide student enrichment and education for the approximately 800 students at beverly cleary school. Beverly cleary school encompasses three campuses and grades kindergarten through 8th grade.

Form 990, Part XI, Line 9

Books to tax adjustment from prior year 125

Raw XML Appendix385 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02902
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03551
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF BEVERLY CLEARY PTA IS TO PROVIDE STUDENT ENRICHMENT AND EDUCATION FOR THE APPROXIMATELY 800 STUDENTS AT BEVERLY CLEARY SCHOOL. BEVERLY CLEARY SCHOOL ENCOMPASSES THREE CAMPUSES AND GRADES KINDERGARTEN THROUGH 8TH GRADE.
IRS990/AllOtherContributionsAmt0267069
IRS990/AllOtherExpensesGrp/FundraisingAmt04098
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01225
IRS990/AllOtherExpensesGrp/ProgramServicesAmt013084
IRS990/AllOtherExpensesGrp/TotalAmt018407
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01408
IRS990/BenefitsToMembersGrp/TotalAmt01408
IRS990/BooksInCareOfDetail/PersonNm0STEFAN MASSIMINO
IRS990/BooksInCareOfDetail/PhoneNum05039166480
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O BEVERLY CLEARLY SCHOOL
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt01915 NE 33RD AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097212
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt022934
IRS990/CashNonInterestBearingGrp/EOYAmt075647
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01408
IRS990/CYContributionsGrantsAmt0274804
IRS990/CYGrantsAndSimilarPaidAmt09257
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0212200
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt051939
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0222865
IRS990/CYTotalFundraisingExpenseAmt0186204
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0274804
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUNDS USED TO PURCHASE CLASSROOM SUPPLIES TO SUPPORT TEACHER, SCHOOL ACTIVITIES SUCH AS SCIENCE FAIR, CIRRICULUM SUPPORT, READING CHALLENGE AND PLANNERS FOR THE STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt025500
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederatedCampaignsAmt03658
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0DUKE HARJO
IRS990/Form990PartVIISectionAGrp/PersonNm1JULIE SAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRIS STOEGER
IRS990/Form990PartVIISectionAGrp/PersonNm3KAREN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm4KIEREN PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm5PEG COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm6JED ROSENZWEIG
IRS990/Form990PartVIISectionAGrp/PersonNm7VILASINEE EDGAR
IRS990/Form990PartVIISectionAGrp/PersonNm8KARIN FALLER
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHIE TELL
IRS990/Form990PartVIISectionAGrp/PersonNm10DIANA MOLINARI
IRS990/Form990PartVIISectionAGrp/PersonNm11SALLY STAUFFER
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA ACEVES
IRS990/Form990PartVIISectionAGrp/PersonNm13KATHY HARTER
IRS990/Form990PartVIISectionAGrp/PersonNm14STEFAN MASSIMINO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP 15/TREASU
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4FOUNDATION
IRS990/Form990PartVIISectionAGrp/TitleTxt5SCRIP COORDI
IRS990/Form990PartVIISectionAGrp/TitleTxt6TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt8AT LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt9AT LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt10AT LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt11AT LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt12AT LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt13AT LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER 20
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt06681
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt09257
IRS990/GrantsToDomesticOrgsGrp/TotalAmt09257
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0274804
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0163
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt04077
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF BEVERLY CLEARY PTA IS TO PROVIDE STUDENT ENRICHMENT AND EDUCATION FOR THE APPROXIMATELY 800 STUDENTS AT BEVERLY CLEARY SCHOOL. BEVERLY CLEARY SCHOOL ENCOMPASSES THREE CAMPUSES AND GRADES KINDERGARTEN THROUGH 8TH GRADE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt020032
IRS990/NetAssetsOrFundBalancesEOYAmt072096
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0125
IRS990/OtherExpensesGrp/Desc0SCRIP PURCHASE COSTS
IRS990/OtherExpensesGrp/Desc1STAFF GRANTS
IRS990/OtherExpensesGrp/Desc2LEARNING GARDEN
IRS990/OtherExpensesGrp/Desc3SPOOK-A-RAMA
IRS990/OtherExpensesGrp/FundraisingAmt0178296
IRS990/OtherExpensesGrp/FundraisingAmt13810
IRS990/OtherExpensesGrp/ProgramServicesAmt07717
IRS990/OtherExpensesGrp/ProgramServicesAmt13970
IRS990/OtherExpensesGrp/TotalAmt0178296
IRS990/OtherExpensesGrp/TotalAmt17717
IRS990/OtherExpensesGrp/TotalAmt23970
IRS990/OtherExpensesGrp/TotalAmt33810
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DUKE HARJO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0FUNDING FOR THE BEVERLY CLEARY SCHOOL LEARNING GARDENS AND BOOKS FOR THE LIBRARY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07074
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02576
IRS990/ProgSrvcAccomActy3Grp/Desc0BEVERLY CLEARY SCHOOL PTA SUPPORTS AND PROVIDES ACTIVITIES, EVENTS AND OUTREACH TO THE BEVERLY CLEARY SCHOOL COMMUNITY IN ORDER TO BUILD SUPPORT FOR THE SCHOOL AND THE PROGRAMS IT PROVIDES AND ENGAGE THE COMMUNITY IN THE LEARNING PROCESS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02862
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02014
IRS990/PYContributionsGrantsAmt0224413
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07993
IRS990/PYOtherExpensesAmt0224052
IRS990/PYRevenuesLessExpensesAmt0-9646
IRS990/PYTotalExpensesAmt0234059
IRS990/PYTotalRevenueAmt0224413
IRS990/ReconcilationRevenueExpnssAmt051939
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt020032
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt072096
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0274804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0224413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0509751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt032732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0124739
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0634490
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0274804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0224413
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036164
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033929
IRS990ScheduleA/Total509Grp/TotalAmt0634490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0274804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0224413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033929
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0634490
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt05681
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BEVERLY CLEARY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0PORTLAND PUBLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0936000830
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01915 NE 33RD AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt01915 NE 33RD AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097212
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF BEVERLY CLEARY PTA IS TO PROVIDE STUDENT ENRICHMENT AND EDUCATION FOR THE APPROXIMATELY 800 STUDENTS AT BEVERLY CLEARY SCHOOL. BEVERLY CLEARY SCHOOL ENCOMPASSES THREE CAMPUSES AND GRADES KINDERGARTEN THROUGH 8TH GRADE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE 209 MEMBERS OF BEVERLY CLEARY PTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BROARD MEMBERS ARE ELECTTED BY THE MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FULL MEMBERSHIP VOTES ON THE ANNUAL BUDGET AND ADDITIONAL BUDGET ITEMS ARE BROUGHT TO THE FULL MEMBERSHIP PERIODICALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TREASURER AND BOARD MEMBERS REVIEW AND APPROVE RETURN PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO OFFICERS RECEIVE COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO OFFICERS RECEIVE COMPENSATION AND THE ORGANIZATION HAS NO EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BEVERLY CLEARY PTA IS AN AFFILLIATE ENTITY OF PTA OREGON CONGRESS. BY-LAWS AND ORGANIZING DOCUMENTS FOR PTA OREGON CONGRESS ARE AVAILABLE AT THEIR OFFICE. STANDING RULES GOVERNING BEVERLY CLEARY PTA ARE AVAILABLE BY CONTACTING THE GROUP'S SECRETARY AND ARE ON FILE WITH PTA OREGON CONGRESS. A COPY OF THE TAX RETURN IS AVAILABLE BY CONTACTING THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOOKS TO TAX ADJUSTMENT FROM PRIOR YEAR 125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt022934
IRS990/TotalAssetsEOYAmt075647
IRS990/TotalAssetsGrp/BOYAmt022934
IRS990/TotalAssetsGrp/EOYAmt075647
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0274804
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0186204
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035436
IRS990/TotalFunctionalExpensesGrp/TotalAmt0222865
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02902
IRS990/TotalLiabilitiesEOYAmt03551
IRS990/TotalLiabilitiesGrp/BOYAmt02902
IRS990/TotalLiabilitiesGrp/EOYAmt03551
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt020032
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt072096
IRS990/TotalProgramServiceExpensesAmt035436
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0274804
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022934
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt075647
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt0163
IRS990/WebsiteAddressTxt0WWW.BEVERLYCLEARYSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEFAN MASSIMINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER 2017
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166480
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BEVERLY CLEARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0936039340
ReturnHeader/Filer/PhoneNum05039166480
ReturnHeader/Filer/USAddress/AddressLine1Txt01915 NE 33RD AVE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId003E43506F80CFD62F3C4EB02FDFD0976F8696552
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003E43506F80CFD62F3C4EB02FDFD0976F8696552
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455318871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M C FRANKLIN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01221 SE 9TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRESHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970808107
ReturnHeader/PreparerPersonGrp/PhoneNum05038871243
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T12:26:39-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.52$0.05$0.67$0.50$0.17
2023Summary only. Only limited summary data is available for this year.$0.38$0.08$0.67$0.62$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.02$0.26$0.22$0.27$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.01$0.31$0.09$0.12$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.19$0.34$1.02$1.22$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.04$0.53$1.89$2.05$0.16
2018Summary only. Only limited summary data is available for this year.$0.76$0.07$0.69$1.81$1.87$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.04$0.72$2.75$2.23$0.52
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.03$0.20$2.24$2.34$0.10
2015Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.41$0.47$0.07
2014Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$0.68$0.74$0.06
2013Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.36$0.41$0.05
2012Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.42$0.39$0.03
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.40$0.31$0.09