Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2019 • EIN 93-6039340

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

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

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.02x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

25th percentile

-8.7%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

18th percentile

-25%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

4.5%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$57,030

Down $19,071 (-25%) from 2018

Net Assets

Down

$52,793

Down $16,317 (-24%) from 2018

Liabilities

Down

$4,237

Down $2,754 (-39%) from 2018

Revenue

Up

$188,874

Up $8,156 (+4.5%) from 2018

Expenses

Up

$205,261

Up $18,331 (+9.8%) from 2018

Net Income

Down

-$16,387

Down $10,175 (-164%) from 2018

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

2019

Assets$57,030
Liabilities$4,237
Net Assets$52,793

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

2019

Revenue$188,874
Expenses$205,261
Net Income-$16,387
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$188,874
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.

Beverly cleary pta provides school support and student enrichment for the approximately 800 students, kindergarten through 8th grade, at two school campuses in portland, or.

Program Services

DescriptionGrantsExpenses
SUPPORT BEVERLY CLEARY SCHOOL INCLUDING CLASSROOM SUPPLIES, TEACHER SUPPORTAND TRAINING, CIRRICULUM SUPPORT, READING CHALLENGE, TECHNOLOGY, MURALS AND SUPPORT OF THE SCIENCE FAIR.$9,764$41,272
FUNDING FOR THE BEVERLY CLEARY SCHOOL LEARNING GARDENS, ARTIST IN RESIDENCE PROGRAM, BEFORE SCHOOL BAND AND MUSE PROGRAM, SAFETY COMMITTE AND BOOKS FOR THE LIBRARY.-$28,637
SUPPORTS AND PROVIDES ACTIVITIES, EVENTS AND OUTREACH TO THE BEVERLY CLEARLY SCHOOL COMMUNITY TO BUILD SUPPORT AND ENGAGEMENT.INCLUDES EQUITY AND COMMUNITY PARTNERSHIPS, RACIAL AFFINITY GROUP, RANTS TO IRVINGTON AND ROSE CITY PARK PTA AFTER RE-DSTRICTING.$1,852$15,795
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D'AVOLIOPresidentPT$0--
JED ROSENZWEIGCo-Vice Pres-$0--
DUKE HARJOCo-Vice Pres-$0--
LEE ANN MOLDOVANYITreasurer 20-$0--
KATHI HARTERSecretary-$0--
GINA YAZZOLINOFoundation C-$0--
JON LAVIETESCommunicatio-$0--
NICOLE MARKEYVolunteer Ch-$0--
AMANDA CLARKMember At La-$0--
HOLLY CRISPMember At La-$0--
JENNY MARSTONMember At La-$0--
KATHIE TELLMember At La-$0--
KECIA CLASSENMember At La-$0--
STEFAN MASSIMINOMember At La-$0--
SUE MALINMember At La-$0--
JOELLE SHEHADITreasurer 20-$0--
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
Joelle Shehadi
Title
Treasurer 2019-2020
Phone
5039166480
Signed
2019-11-12
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

Name: beverly cleary school address: 1915 ne 33rd ave portland, or 97212 cash contribution: 9,764

Form 990-ez, Part I, Line 16

Expenses fun run 5,057 spook-a-rama 4,754 scrip purchase costs 108,994 bank fees 56 insurance 235 oregon ct-12 50 software/badges 267 pta meeting expenses 40 kennedy school 104 misc school support 757 reading challenge 939 science fair 692 battle of the books 535 online directory 498 field day 96 middle grade dance 400 mural 2,780 teacher appreciation 962 8th grade promotion 932 fun run arts 646 fun run equity 2,331 fun run technology 150 grants-teachers 5,773 curriculum material 2,027 dyslexia training 2,400 safety committee 4,640 visual thinking strategie 4,950 learning gardens 7,288 library books 2,238 artist in residency 12,786 before school band/muse 5,000 gardens- summer 1,325 fam support/scholarship 518 ice cream social 701 equity/community ptrship 3,215 principal coffee talks 68 racial affinity group 7,500 total 191,704

Form 990-ez, Part I, Line 20

BOO/TAX ADJUSTMENT 185

Form 990-ez, Part II, Line 24

Accounts receivable 0 389 total 0 389

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 6,991 4,237

Form 990-ez, Part III

Beverly cleary pta provides school support and student enrichment for the approximately 800 students, kindergarten through 8th grade, at two school campuses in portland, or.

Form 990-ez, Part III, Line 30

Supports and provides activities, events and outreach to the beverly clearly school community to build support and engagement.includes equity and community partnerships, racial affinity group, rants to irvington and rose city park pta after re-dstricting.

Raw XML Appendix211 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/PrimaryExemptPurposeTxt0BEVERLY CLEARY PTA PROVIDES SCHOOL SUPPORT AND STUDENT ENRICHMENT FOR THE APPROXIMATELY 800 STUDENTS, KINDERGARTEN THROUGH 8TH GRADE, AT TWO SCHOOL CAMPUSES IN PORTLAND, OR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT BEVERLY CLEARY SCHOOL INCLUDING CLASSROOM SUPPLIES, TEACHER SUPPORTAND TRAINING, CIRRICULUM SUPPORT, READING CHALLENGE, TECHNOLOGY, MURALS AND SUPPORT OF THE SCIENCE FAIR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING FOR THE BEVERLY CLEARY SCHOOL LEARNING GARDENS, ARTIST IN RESIDENCE PROGRAM, BEFORE SCHOOL BAND AND MUSE PROGRAM, SAFETY COMMITTE AND BOOKS FOR THE LIBRARY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORTS AND PROVIDES ACTIVITIES, EVENTS AND OUTREACH TO THE BEVERLY CLEARLY SCHOOL COMMUNITY TO BUILD SUPPORT AND ENGAGEMENT.INCLUDES EQUITY AND COMMUNITY PARTNERSHIPS, RACIAL AFFINITY GROUP, RANTS TO IRVINGTON AND ROSE CITY PARK PTA AFTER RE-DSTRICTING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: BEVERLY CLEARY SCHOOL ADDRESS: 1915 NE 33RD AVE PORTLAND, OR 97212 CASH CONTRIBUTION: 9,764
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FUN RUN 5,057 SPOOK-A-RAMA 4,754 SCRIP PURCHASE COSTS 108,994 BANK FEES 56 INSURANCE 235 OREGON CT-12 50 SOFTWARE/BADGES 267 PTA MEETING EXPENSES 40 KENNEDY SCHOOL 104 MISC SCHOOL SUPPORT 757 READING CHALLENGE 939 SCIENCE FAIR 692 BATTLE OF THE BOOKS 535 ONLINE DIRECTORY 498 FIELD DAY 96 MIDDLE GRADE DANCE 400 MURAL 2,780 TEACHER APPRECIATION 962 8TH GRADE PROMOTION 932 FUN RUN ARTS 646 FUN RUN EQUITY 2,331 FUN RUN TECHNOLOGY 150 GRANTS-TEACHERS 5,773 CURRICULUM MATERIAL 2,027 DYSLEXIA TRAINING 2,400 SAFETY COMMITTEE 4,640 VISUAL THINKING STRATEGIE 4,950 LEARNING GARDENS 7,288 LIBRARY BOOKS 2,238 ARTIST IN RESIDENCY 12,786 BEFORE SCHOOL BAND/MUSE 5,000 GARDENS- SUMMER 1,325 FAM SUPPORT/SCHOLARSHIP 518 ICE CREAM SOCIAL 701 EQUITY/COMMUNITY PTRSHIP 3,215 PRINCIPAL COFFEE TALKS 68 RACIAL AFFINITY GROUP 7,500 TOTAL 191,704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOO/TAX ADJUSTMENT 185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 0 389 TOTAL 0 389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,991 4,237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BEVERLY CLEARY PTA PROVIDES SCHOOL SUPPORT AND STUDENT ENRICHMENT FOR THE APPROXIMATELY 800 STUDENTS, KINDERGARTEN THROUGH 8TH GRADE, AT TWO SCHOOL CAMPUSES IN PORTLAND, OR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPORTS AND PROVIDES ACTIVITIES, EVENTS AND OUTREACH TO THE BEVERLY CLEARLY SCHOOL COMMUNITY TO BUILD SUPPORT AND ENGAGEMENT.INCLUDES EQUITY AND COMMUNITY PARTNERSHIPS, RACIAL AFFINITY GROUP, RANTS TO IRVINGTON AND ROSE CITY PARK PTA AFTER RE-DSTRICTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 30
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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/PreparationDt02019-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-20T13:24:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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