Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2020 • EIN 93-6039340

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 28, 2020

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

85th percentile

0.36x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.19x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-19%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

31st percentile

-6.8%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-46%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$53,169

Down $3,861 (-6.8%) from 2019

Net Assets

Down

$34,167

Down $18,626 (-35%) from 2019

Liabilities

Up

$19,002

Up $14,765 (+348%) from 2019

Revenue

Down

$102,148

Down $86,726 (-46%) from 2019

Expenses

Down

$121,599

Down $83,662 (-41%) from 2019

Net Income

Down

-$19,451

Down $3,064 (-19%) from 2019

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

2020

Assets$53,169
Liabilities$19,002
Net Assets$34,167

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

2020

Revenue$102,148
Expenses$121,599
Net Income-$19,451
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 28, 2020
Return Version
2019v5.0
Gross Receipts
$102,148
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 SUPPORT AND TRAINING, CIRRICULUM SUPPORT, READING CHALLENGE, TECHNOLOGY, MURALS, LIBRARY MEDIA CENTER AND BOOKS, AND SUPPORT OF THE SCIENCE FAIR.$21,243$45,442
FUNDING FOR THE BEVERLY CLEARY SCHOOL LEARNING GARDENS, ARTIST IN RESIDENCE PROGRAM, BEFORE SCHOOL BAND,MUSE AND BEVERLY BLUEJAYS CHOIR PROGRAM, SAFETY COMMITTEE.-$20,097
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.-$18,927
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D'AVOLIOPresidentPT$0--
JOELLE SHEHADITreasurer-$0--
KATIA RIDDLESecretary-$0--
REAGAN PRESTONVolunteer Ch-$0--
JON LAVIETESCommunicatio-$0--
KECIA CLASSENMembership C-$0--
JED ROSENZWEIGMember At La-$0--
NICOLE DOUGHMAN MARKEYMember At La-$0--
AMANDA CLARKMember At La-$0--
KATHIE TELLMember At La-$0--
SUZANNE MALINMember At La-$0--
DUKE HARJOMember At La-$0--
LISA ACEVESMember At La-$0--
YONE AGAGIMember At La-$0--
GREG ALDERMANMember At La-$0--
AMANDA BIVONAMember At La-$0--
PEG COOPERMember At La-$0--
JEREMY COBOS-GARRETTMember At La-$0--
YIPING FANGMember At La-$0--
CATALINA GONZALESMember At La-$0--
KATIE HAMMERMember At La-$0--
JOLYNN HOLTONMember At La-$0--
MARIE WESTOMMember At La-$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
Phone
5039166480
Signed
2020-10-28
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: 21,243

Form 990-ez, Part I, Line 16

Expenses bank fees 349 copying/office supplies 104 fun run 4,886 insurance 235 scrip purchase costs 26,124 software 159 spook-a-rama 4,814 taxes 462 dyslexia training 9,672 intensive skills class 528 library books 1,000 or battle of the books 578 read naturally program 3,846 reading challenge 1,043 teacher appreciation 1,578 teacher grants 5,854 teacher retirement 100 art show 212 artist in residency 1,173 beverly bluejays choir 6,330 chess club 163 learning gardens 10,500 passport club 46 safety committee 1,673 directory- online 806 equity & community 3,500 family support 1,418 first day coffee cart 500 ice cream social 422 kindergarten picnic 131 miscellaneous 863 planners 861 principal coffee talks 108 racial affinity group 8,500 scholarships 1,001 total 99,539

Form 990-ez, Part I, Line 20

18-19 duplicate expenses 1,010 less 18-19 book/tax adj -185

Form 990-ez, Part II, Line 24

Accounts receivable 389 0 total 389 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 4,237 19,002

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.

Raw XML Appendix234 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0817
IRS990EZ/BooksInCareOfDetail/PersonNm0JOELLE SHEHADI
IRS990EZ/BooksInCareOfDetail/PhoneNum05039166480
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O BEVERLY CLEARLY SCHOOL
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt01915 NE 33RD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NE RD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097212
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056641
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053169
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0102148
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19451
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057030
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053169
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021243
IRS990EZ/GrossReceiptsAmt0102148
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052793
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034167
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052793
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034167
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt150.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt160.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt170.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt180.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt190.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt200.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt190
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN D'AVOLIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOELLE SHEHADI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIA RIDDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REAGAN PRESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JON LAVIETES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KECIA CLASSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JED ROSENZWEIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NICOLE DOUGHMAN MARKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8AMANDA CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHIE TELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SUZANNE MALIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DUKE HARJO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12LISA ACEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13YONE AGAGI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14GREG ALDERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15AMANDA BIVONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16PEG COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17JEREMY COBOS-GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18YIPING FANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19CATALINA GONZALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm20KATIE HAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm21JOLYNN HOLTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm22MARIE WESTOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VOLUNTEER CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22MEMBER AT LA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0389
IRS990EZ/OtherChangesInNetAssetsAmt0825
IRS990EZ/OtherExpensesTotalAmt099539
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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 SUPPORT AND TRAINING, CIRRICULUM SUPPORT, READING CHALLENGE, TECHNOLOGY, MURALS, LIBRARY MEDIA CENTER AND BOOKS, AND SUPPORT OF THE SCIENCE FAIR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING FOR THE BEVERLY CLEARY SCHOOL LEARNING GARDENS, ARTIST IN RESIDENCE PROGRAM, BEFORE SCHOOL BAND,MUSE AND BEVERLY BLUEJAYS CHOIR PROGRAM, SAFETY COMMITTEE.
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021243
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045442
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120097
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt218927
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04237
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019002
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0121599
IRS990EZ/TotalProgramServiceExpensesAmt084466
IRS990EZ/TotalRevenueAmt0102148
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BEVERLYCLEARYSCHOOL.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0102148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0188874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0180718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0274804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0224413
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0970957
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0970957
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0188874
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0180718
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0274804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0224413
IRS990ScheduleA/Total509Grp/TotalAmt0970957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0188874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0180718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0274804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0224413
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0970957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: BEVERLY CLEARY SCHOOL ADDRESS: 1915 NE 33RD AVE PORTLAND, OR 97212 CASH CONTRIBUTION: 21,243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 349 COPYING/OFFICE SUPPLIES 104 FUN RUN 4,886 INSURANCE 235 SCRIP PURCHASE COSTS 26,124 SOFTWARE 159 SPOOK-A-RAMA 4,814 TAXES 462 DYSLEXIA TRAINING 9,672 INTENSIVE SKILLS CLASS 528 LIBRARY BOOKS 1,000 OR BATTLE OF THE BOOKS 578 READ NATURALLY PROGRAM 3,846 READING CHALLENGE 1,043 TEACHER APPRECIATION 1,578 TEACHER GRANTS 5,854 TEACHER RETIREMENT 100 ART SHOW 212 ARTIST IN RESIDENCY 1,173 BEVERLY BLUEJAYS CHOIR 6,330 CHESS CLUB 163 LEARNING GARDENS 10,500 PASSPORT CLUB 46 SAFETY COMMITTEE 1,673 DIRECTORY- ONLINE 806 EQUITY & COMMUNITY 3,500 FAMILY SUPPORT 1,418 FIRST DAY COFFEE CART 500 ICE CREAM SOCIAL 422 KINDERGARTEN PICNIC 131 MISCELLANEOUS 863 PLANNERS 861 PRINCIPAL COFFEE TALKS 108 RACIAL AFFINITY GROUP 8,500 SCHOLARSHIPS 1,001 TOTAL 99,539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt218-19 DUPLICATE EXPENSES 1,010 LESS 18-19 BOOK/TAX ADJ -185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE 389 0 TOTAL 389 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,237 19,002
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/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
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOELLE SHEHADI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166480
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
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/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.96.183.176
ReturnHeader/FilingSecurityInformation/IPDt02020-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:21:28
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/PreparationDt02020-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-29T13:21:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
2020Detailed filing. Detailed filing data is available for this year.$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