Civic Intelligence

PTA Oregon Congress Jefferson High School Ptsa Inc

990EZ • Fiscal year 2024 • EIN 93-6039345

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 09, 2024

5210 N Kerby StPortland, OR 97217

(503) 916-5180

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

22nd percentile

-15%

Higher net margin than 22% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

Up

$53,942

Up $7,335 (+16%) from 2020

Net Assets

$53,191

No earlier filing loaded for comparison.

Liabilities

Up

$751

Up $751 from 2020

Revenue

Up

$63,122

Up $24,833 (+65%) from 2020

Expenses

Up

$72,835

Up $63,721 (+699%) from 2020

Net Income

Down

-$9,713

Down $38,888 (-133%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2017: $6,859Liabilities 2017: $02017Assets 2018: $10,898Liabilities 2018: $02018Assets 2019: $19,674Liabilities 2019: $4,2622019Assets 2020: $46,607Liabilities 2020: $02020Assets 2024: $53,942Liabilities 2024: $751Net Assets 2024: $53,1912024Assets 2025: $70,674Liabilities 2025: $0Net Assets 2025: $70,6742025

Highlighted filing

2024

Assets$53,942
Liabilities$751
Net Assets$53,191

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $45,282Expenses 2017: $38,423Net Income 2017: $6,8592017Revenue 2018: $53,513Expenses 2018: $54,320Net Income 2018: -$8072018Revenue 2019: $32,015Expenses 2019: $27,501Net Income 2019: $4,5142019Revenue 2020: $38,289Expenses 2020: $9,114Net Income 2020: $29,1752020Revenue 2024: $63,122Expenses 2024: $72,835Net Income 2024: -$9,7132024Revenue 2025: $89,025Expenses 2025: $71,544Net Income 2025: $17,4812025

Highlighted filing

2024

Revenue$63,122
Expenses$72,835
Net Income-$9,713
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 9, 2024
Return Version
2023v5.0
Gross Receipts
$63,122
Mission and Program Overview

Mission

We are the parents, caregivers, students, teachers, staff, alumni, and community members volunteering to support our Jefferson High School Demos community with information sharing, fundraising, and community building.

We are the parents, caregivers, students, teachers, staff, alumni and community memebrs volunteering to support our jefferson high school demos community with information sharing, fundraising and community building

Program Services

DescriptionGrantsExpenses
STUDENT SUPPPORT: HOST A SENIOR CELEBRATION, AWARD 3 SENIOR SCHOLARSHIPS, PROVIDE FISCAL MANAGEMENT OF STUDENT GROUPS-$51,392
PROVIDE SUPPORT TO JEFFERSON HIGH SCHOOL THROUGH TEACHER GRANTS, LIBRARY SUPPLIES, STAFF APPRECIATION AND PRINCIPAL FUNDS-$6,531
COMMUNITY SUPPORT: HOST A WEEKELY FREE FOOD MARKET OPEN TO THE PUBLIC, HOST PUBLIC CELEBRATION OF JEFFERSON HIGH SCHOOL HISTORY, PROVIDE FAMILY OUTREACH AT SCHOOL EVENTS- REGISTRATION AND BACK TO SCHOOL NIGHT$200$5,953
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENN LATUPresidentPT$0--
GEORGIE HONLVice PresidePT$0--
TEKLA DUPLAINSecretary/TrPT$0--
LAURA BULLOCK2023-2024 TrPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-6039345
Phone
5039165180
Address
5210 N KERBY ST, PORTLAND, OR 97217

Signing Officer

Name
Tekla Duplain
Title
Secretary/treasurer
Phone
5039165180
Signed
2024-11-09
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 grant to portland pta for the clothing closet

Form 990-ez, Part I, Line 16

Expenses gear sales 7,562 staff appreciation 1,424 teacher grants 283 senior celebration 6,142 library book buy 747 food pantry 1,485 college signing day 45 registration 39 back to school night 125 senior scholarships 3,000 prior year projects 50 principal's discretionary 4,077 jefferson-past to present 3,796 501c3 fees 90 oreon secrtary state 50 insurance 235 accounting software 179 newsletter software 99 zoom subscription 93 office supplies 112 meeting expenses/supplies 507 board discretion 32 jefferson dancers 40,347 wrestling 269 bsuap fiscal sponsorship 1,589 total 72,377

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 751

Form 990-ez, Part III

We are the parents, caregivers, students, teachers, staff, alumni and community memebrs volunteering to support our jefferson high school demos community with information sharing, fundraising and community building

Raw XML Appendix136 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/BenefitsPaidToOrForMembersAmt0258
IRS990EZ/BooksInCareOfDetail/PersonNm0TEKLA DUPLAIN
IRS990EZ/BooksInCareOfDetail/PhoneNum05039165180
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O JEFFERSON HIGH SCHOOL
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt05210 KERBY ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0N KERBY AVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062904
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt0200
IRS990EZ/GrossReceiptsAmt063122
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062904
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32023-2024 TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt072377
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WE ARE THE PARENTS, CAREGIVERS, STUDENTS, TEACHERS, STAFF, ALUMNI AND COMMUNITY MEMEBRS VOLUNTEERING TO SUPPORT OUR JEFFERSON HIGH SCHOOL DEMOS COMMUNITY WITH INFORMATION SHARING, FUNDRAISING AND COMMUNITY BUILDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SUPPORT TO JEFFERSON HIGH SCHOOL THROUGH TEACHER GRANTS, LIBRARY SUPPLIES, STAFF APPRECIATION AND PRINCIPAL FUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT SUPPPORT: HOST A SENIOR CELEBRATION, AWARD 3 SENIOR SCHOLARSHIPS, PROVIDE FISCAL MANAGEMENT OF STUDENT GROUPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY SUPPORT: HOST A WEEKELY FREE FOOD MARKET OPEN TO THE PUBLIC, HOST PUBLIC CELEBRATION OF JEFFERSON HIGH SCHOOL HISTORY, PROVIDE FAMILY OUTREACH AT SCHOOL EVENTS- REGISTRATION AND BACK TO SCHOOL NIGHT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06531
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt151392
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25953
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0751
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072835
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IRS990EZ/TotalRevenueAmt063122
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0DEMOSPTSA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063091
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063122
IRS990ScheduleA/Total509Grp/TotalAmt063122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063122
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10: INCLUDES GRANT TO PORTLAND PTA FOR THE CLOTHING CLOSET
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES GEAR SALES 7,562 STAFF APPRECIATION 1,424 TEACHER GRANTS 283 SENIOR CELEBRATION 6,142 LIBRARY BOOK BUY 747 FOOD PANTRY 1,485 COLLEGE SIGNING DAY 45 REGISTRATION 39 BACK TO SCHOOL NIGHT 125 SENIOR SCHOLARSHIPS 3,000 PRIOR YEAR PROJECTS 50 PRINCIPAL'S DISCRETIONARY 4,077 JEFFERSON-PAST TO PRESENT 3,796 501C3 FEES 90 OREON SECRTARY STATE 50 INSURANCE 235 ACCOUNTING SOFTWARE 179 NEWSLETTER SOFTWARE 99 ZOOM SUBSCRIPTION 93 OFFICE SUPPLIES 112 MEETING EXPENSES/SUPPLIES 507 BOARD DISCRETION 32 JEFFERSON DANCERS 40,347 WRESTLING 269 BSUAP FISCAL SPONSORSHIP 1,589 TOTAL 72,377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WE ARE THE PARENTS, CAREGIVERS, STUDENTS, TEACHERS, STAFF, ALUMNI AND COMMUNITY MEMEBRS VOLUNTEERING TO SUPPORT OUR JEFFERSON HIGH SCHOOL DEMOS COMMUNITY WITH INFORMATION SHARING, FUNDRAISING AND COMMUNITY BUILDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039165180
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
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ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0936039345
ReturnHeader/Filer/PhoneNum05039165180
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ReturnHeader/PreparerPersonGrp/PhoneNum05038871243
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-10T17:30:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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Filings