Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2023 • EIN 93-6039340

Jul 01, 2022 to Jun 30, 2023 • Filed on May 10, 2024

Organization ProfileWWW.BEVERLYCLEARYSCHOOL.ORG
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

84th percentile

0.21x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

57th percentile

7.3%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

205%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Flat

$37,864

Flat from 2023

Net Assets

$30,067

No earlier filing loaded for comparison.

Liabilities

Flat

$7,797

Flat from 2023

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin57th percentile

Revenue

Flat

$66,910

Flat from 2023

Expenses

Flat

$62,022

Flat from 2023

Net Income

Flat

$4,888

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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: $7,797Net Assets 2023: $30,0672023Assets 2023: $37,864Liabilities 2023: $7,7972023Assets 2024: $51,767Liabilities 2024: $4,6682024

Highlighted filing

2023

Assets$37,864
Liabilities$7,797
Net Assets$30,067
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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 2023: $66,910Expenses 2023: $62,022Net Income 2023: $4,8882023Revenue 2024: $67,422Expenses 2024: $50,237Net Income 2024: $17,1852024

Highlighted filing

2023

Revenue$66,910
Expenses$62,022
Net Income$4,888
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 10, 2024
Return Version
2022v5.0
Gross Receipts
$66,910
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 550 students, kindergarten through 8th grade, at two school campuses in portland, or.

Program Services

DescriptionGrantsExpenses
FUNDING FOR THE BEVERLY CLEARY SCHOOL LEARNING GARDENS, ARTIST IN RESIDENCE PROGRAM, ART SHOW,$21,945$24,384
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, PORTLAND PTA DONATIONS$3,999$16,298
SUPPORT BEVERLY CLEARY SCHOOL INCLUDING CLASSROOM SUPPLIES, TEACHER SUPPORT AND TRAINING, CIRRICULUM SUPPORT, READING CHALLENGE, TECHNOLOGY, MURALS, LIBRARY MEDIA CENTER AND BOOKS, AND SCIENCE FAIR.$3,296$9,811
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARLYN CLARKCo-PresidentPT$0--
JENNIFER O'LEARYCo-PresidentPT$0--
BRIDGET SCHUMSecretary-$0--
MARIE WESTOMTreasurerPT$0--
SHARON COLUMBOTechnology C-$0--
EDWARD DAMONVolunteer ChPT$0--
AMANDA BIVONAMembership C-$0--
ANDREA ALEJANDRINOMember At La-$0--
MARJI BRADWAYMember At La-$0--
RAY BIVONAMember At La-$0--
PHILIP CHADWICKMember At La-$0--
ALICE D'AMOREMember At La-$0--
BRENDA FRINKMember At La-$0--
EDMOND LEYMember At La-$0--
JOELLE LYONSMember At La-$0--
SUE MAINMember At La-$0--
KORWREN PETERSONMember At LaPT$0--
KELSI ROBERTSMember At LaPT$0--
JANWYN TOYMember At LaPT$0--
AVERY WAXMANMember 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
Marie Westom
Title
Treasurer
Phone
5039166480
Signed
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
M C Franklin Tax LLC
Address
9050 SE ORIENT DR, BORING, OR 97009
Preparer
Mary C Franklin Or-26324-c
Phone
5038871243
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I

“Line 10: includes grants to beverly cleary school for library books, oregon battle of the books library books, student planners and teacher grants for 3296, a grant to scott school pta for 499 and a grant to portland pta for 3500.”

Form 990-ez, Part I, Line 10

“Name: beverly cleary school address: 1915 ne 3rd ave portland, or 97212 cash contribution: 21,945”

Form 990-ez, Part I, Line 16

“Expenses fun run 5,887 spook-a-rama 4,542 restaurant fundraisers 74 donation refund 29 copying/office supplies 70 insurance 235 software 180 tax prep/tax filing 505 bank fees 7 or battle of the books 807 reading challenge 61 teacher appreciation 1,636 teacher grants 3,316 teacher retirement 128 science fair 567 art show 264 artist in residence 805 garden grant 1,129 student garden maintenanc 241 directory- online 750 family support 2,284 first day coffee cart 450 ice cream social 421 kindergarten picnic 114 miscellaneous 283 yearbooks 1,999 principal coffee talks 118 racial affinity group 52 scholarships 2,249 middle school dance 1,907 promotion 8th grade 2023 798 sock & underwear drive 114 total 32,022”

Form 990-ez, Part I, Line 20

“Books/tax adjustment 152 2021-2022 payables adjustment -878 152 addition is a book/tax adjustment for 2022- 2023 878 is a correction to 2021-2022 accounts payable.”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,520 7,797”

Form 990-ez, Part III

“Beverly cleary pta provides school support and student enrichment for the approximately 550 students, kindergarten through 8th grade, at two school campuses in portland, or.”

Raw XML Appendix219 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TECHNOLOGY C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VOLUNTEER CH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP C
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0BEVERLY CLEARY PTA PROVIDES SCHOOL SUPPORT AND STUDENT ENRICHMENT FOR THE APPROXIMATELY 550 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 SCIENCE FAIR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDING FOR THE BEVERLY CLEARY SCHOOL LEARNING GARDENS, ARTIST IN RESIDENCE PROGRAM, ART SHOW,
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, PORTLAND PTA DONATIONS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10: INCLUDES GRANTS TO BEVERLY CLEARY SCHOOL FOR LIBRARY BOOKS, OREGON BATTLE OF THE BOOKS LIBRARY BOOKS, STUDENT PLANNERS AND TEACHER GRANTS FOR 3296, A GRANT TO SCOTT SCHOOL PTA FOR 499 AND A GRANT TO PORTLAND PTA FOR 3500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: BEVERLY CLEARY SCHOOL ADDRESS: 1915 NE 3RD AVE PORTLAND, OR 97212 CASH CONTRIBUTION: 21,945
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES FUN RUN 5,887 SPOOK-A-RAMA 4,542 RESTAURANT FUNDRAISERS 74 DONATION REFUND 29 COPYING/OFFICE SUPPLIES 70 INSURANCE 235 SOFTWARE 180 TAX PREP/TAX FILING 505 BANK FEES 7 OR BATTLE OF THE BOOKS 807 READING CHALLENGE 61 TEACHER APPRECIATION 1,636 TEACHER GRANTS 3,316 TEACHER RETIREMENT 128 SCIENCE FAIR 567 ART SHOW 264 ARTIST IN RESIDENCE 805 GARDEN GRANT 1,129 STUDENT GARDEN MAINTENANC 241 DIRECTORY- ONLINE 750 FAMILY SUPPORT 2,284 FIRST DAY COFFEE CART 450 ICE CREAM SOCIAL 421 KINDERGARTEN PICNIC 114 MISCELLANEOUS 283 YEARBOOKS 1,999 PRINCIPAL COFFEE TALKS 118 RACIAL AFFINITY GROUP 52 SCHOLARSHIPS 2,249 MIDDLE SCHOOL DANCE 1,907 PROMOTION 8TH GRADE 2023 798 SOCK & UNDERWEAR DRIVE 114 TOTAL 32,022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOKS/TAX ADJUSTMENT 152 2021-2022 PAYABLES ADJUSTMENT -878 152 ADDITION IS A BOOK/TAX ADJUSTMENT FOR 2022- 2023 878 IS A CORRECTION TO 2021-2022 ACCOUNTS PAYABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,520 7,797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BEVERLY CLEARY PTA PROVIDES SCHOOL SUPPORT AND STUDENT ENRICHMENT FOR THE APPROXIMATELY 550 STUDENTS, KINDERGARTEN THROUGH 8TH GRADE, AT TWO SCHOOL CAMPUSES IN PORTLAND, OR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIE WESTOM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166480
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN OR-26324-C
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-10T20:50:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WESTOM
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,864
Liabilities
$7,797
Net assets
$30,067
Revenue
$66,910
Expenses
$62,022
Net income
$4,888
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
2023Detailed filing. Detailed filing data is available for this year.$0.38$0.08$0.30$0.67$0.62$0.05
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