Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2024 • EIN 93-6039340

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

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

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

79th percentile

25%

Higher net margin than 79% 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

81st percentile

37%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

47th percentile

0.8%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Flat

$51,767

Flat from 2024

Net Assets

$47,099

No earlier filing loaded for comparison.

Liabilities

Flat

$4,668

Flat from 2024

Revenue

Flat

$67,422

Flat from 2024

Expenses

Flat

$50,237

Flat from 2024

Net Income

Flat

$17,185

Flat from 2024

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: $4,668Net Assets 2024: $47,0992024Assets 2024: $51,767Liabilities 2024: $4,6682024

Highlighted filing

2024

Assets$51,767
Liabilities$4,668
Net Assets$47,099

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: $17,1852024Revenue 2024: $67,422Expenses 2024: $50,237Net Income 2024: $17,1852024

Highlighted filing

2024

Revenue$67,422
Expenses$50,237
Net Income$17,185
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$67,422
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
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.-$22,172
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$3,500$19,204
FUNDING FOR THE BEVERLY CLEARY SCHOOL LEARNING GARDENS, ARTIST IN RESIDENCE PROGRAM, ART SHOW,-$3,711
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARLYN CLARKPresidentPT$0--
BRIDGET SCHUMSecretary-$0--
MARIE WESTOMTreasurerPT$0--
SHARON COLUMBOCommunicatioPT$0--
MOLLY JONESEducatoin SuPT$0--
KORWREN PETERSONCommunity EnPT$0--
KELSI ROBERTSMembership CPT$0--
SAMANTHA OTTFundraising-$0--
JOELLE LYONSStudent Enri-$0--
ANDREW BYERS2024-2025 Tr-$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
Andrew Byers
Title
2024-2025 Treasurer
Phone
5039166480
Signed
2024-11-15
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: 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 16

Expenses fun run 3,696 copying/office supplies 150 insurance 235 software 281 tax filing/tax prep 625 bank fees 163 teacher staff apprec 1,578 teacher grants 7,702 garden education 11,200 science fair 595 all abilities programming 1,097 reading challenge 142 art show 450 8th grade promotion 2,087 student council 132 or battle of the books 900 spook-a-rama 7,355 directory- online 850 family support 2,200 ice cream social 424 kinder program 179 garden maintenance 959 principal coffee talks 229 scholarships 768 middle school dance 2,096 pta membership drive 94 snack pantry 550 total 46,737

Form 990-ez, Part I, Line 20

BOOK/TAX ADJUSTMENT -153

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 7,797 4,668

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 Appendix172 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt01915 NE 33RD AVE
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARLYN CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIDGET SCHUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIE WESTOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARON COLUMBO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MOLLY JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KORWREN PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KELSI ROBERTS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOELLE LYONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANDREW BYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EDUCATOIN SU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNITY EN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8STUDENT ENRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt92024-2025 TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-153
IRS990EZ/OtherExpensesTotalAmt046737
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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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
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03500
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13711
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt219204
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020196
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0102148
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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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/ExplanationTxt1EXPENSES FUN RUN 3,696 COPYING/OFFICE SUPPLIES 150 INSURANCE 235 SOFTWARE 281 TAX FILING/TAX PREP 625 BANK FEES 163 TEACHER STAFF APPREC 1,578 TEACHER GRANTS 7,702 GARDEN EDUCATION 11,200 SCIENCE FAIR 595 ALL ABILITIES PROGRAMMING 1,097 READING CHALLENGE 142 ART SHOW 450 8TH GRADE PROMOTION 2,087 STUDENT COUNCIL 132 OR BATTLE OF THE BOOKS 900 SPOOK-A-RAMA 7,355 DIRECTORY- ONLINE 850 FAMILY SUPPORT 2,200 ICE CREAM SOCIAL 424 KINDER PROGRAM 179 GARDEN MAINTENANCE 959 PRINCIPAL COFFEE TALKS 229 SCHOLARSHIPS 768 MIDDLE SCHOOL DANCE 2,096 PTA MEMBERSHIP DRIVE 94 SNACK PANTRY 550 TOTAL 46,737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK/TAX ADJUSTMENT -153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 7,797 4,668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BEVERLY 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW BYERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt02024-2025 TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166480
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09050 SE ORIENT DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BORING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05038871243
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T14:44:15-05:00
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
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.05$0.47$0.67$0.50$0.17
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