Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2021 • EIN 93-6039346

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 26, 2021

7910 SE Market StPortland, OR 97215-3656

(503) 916-6336

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-1189%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-94%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$67,236

Down $40,408 (-38%) from 2020

Net Assets

$67,236

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$3,365

Down $51,575 (-94%) from 2020

Expenses

Up

$43,382

Up $1,075 (+2.5%) from 2020

Net Income

Down

-$40,017

Down $52,650 (-417%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $68,583Liabilities 2013: $02013Assets 2014: $87,664Liabilities 2014: $02014Assets 2015: $76,141Liabilities 2015: $02015Assets 2016: $87,799Liabilities 2016: $02016Assets 2017: $83,048Liabilities 2017: $02017Assets 2018: $107,476Liabilities 2018: $0Net Assets 2018: $107,4762018Assets 2019: $121,031Liabilities 2019: $02019Assets 2020: $107,644Liabilities 2020: $02020Assets 2021: $67,236Liabilities 2021: $0Net Assets 2021: $67,2362021

Highlighted filing

2021

Assets$67,236
Liabilities$0
Net Assets$67,236

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $49,403Expenses 2013: $28,722Net Income 2013: $20,6812013Revenue 2014: $62,148Expenses 2014: $43,067Net Income 2014: $19,0812014Revenue 2015: $55,457Expenses 2015: $66,980Net Income 2015: -$11,5232015Revenue 2016: $67,684Expenses 2016: $56,026Net Income 2016: $11,6582016Revenue 2017: $57,636Expenses 2017: $62,387Net Income 2017: -$4,7512017Revenue 2018: $68,282Expenses 2018: $43,854Net Income 2018: $24,4282018Revenue 2019: $77,889Expenses 2019: $42,397Net Income 2019: $35,4922019Revenue 2020: $54,940Expenses 2020: $42,307Net Income 2020: $12,6332020Revenue 2021: $3,365Expenses 2021: $43,382Net Income 2021: -$40,0172021

Highlighted filing

2021

Revenue$3,365
Expenses$43,382
Net Income-$40,017
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$3,975
Mission and Program Overview

Mission

ThepurposeofthePTAistohelpsupportallfamiliesandstudentsofBridgerElementaryk-8inPortland,OR,aswellasstaff.WeenrichtheeducationalexperienceofallchildrenatBridgerbyfundingfieldtrips,arts,andschoolclimate.WeaidthestaffatBridgerthroughclassroomfundsandequipmentfunds.Wealsoprovideemergencyfundingandsupporttofamiliesinneed.

Program Services

DescriptionGrantsExpenses
*AuctionExpenses:Theseareongoing fixedcostsofpreparingforanauctionfromtheonlinebillingsoftwaresubscriptions$610*StaffSupport:SchoolClimatePBIS,teachersupport,andprincipalfund$6,063*CommunityEngagement&SocialEvents:8thgradepromotion,communityengagementfund,andincomingkindergartenevents$1,901*AppreciationandCharitableGifts:Staffappreciation$2,163*PTAOperations:Bankfees,insurance,budgetingsoftware,onlinecommunicationsoftware,foodforPTAmeetings,interpretation translationfees,licensesandmembershipdues,officesupplies,postage,PTAstaff&memberdevelopment,taxprep,teacherliasonstipend$2,927*Grants&PaddleRaise:Artpaddleraise,booksforBridgerpaddleraise,Mind-uppaddleraise,Nikecommunitygrantforplayground$3,549$0$17,213
FamilyEngagementSupport:IncludesEmergencyfunding&support,equitycommittee,andgeneralfamilysupport$0$12,255
StudentGroups&Support:IncludesSummerCOVIDsupport,Bridgermiddleschoolscholars,studentcouncilandsafetypatrol$0$7,271
SchoolEnrichment:IncludesMusicsupport,SUNprogramsupport,playground&garden,andsustainabilityinitiatives$0$7,252
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia CollinsCo-PresidentPT$0--
Libby GlynnCo-PresidentPT$0--
Stacey DaleyTreasurerPT$0--
Leza LopezSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-6039346
In Care Of
% Julia Collins
Address
7910 SE MARKET ST, PORTLAND, OR 97215-3656

Signing Officer

Name
Brette Pedrick
Title
PTA Treasurer
Signed
2021-10-26
Supplemental Narrative

Additional Explanations

Doing Business As Names

Jim Bridger PTA

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| Amount includes: *Summer support COVID 19 *Emergency funding & support to families *School climate PBIS *Staff appreciation funds *Teacher support funds *Student council funds *SUN program support *Playground garden upkeep *Music support *Interpretation & translation support, $42506|

Part I, line 16

| Other Expenses:, Amount:| Amount includes: *Bank fees *Bonding & liability insurance *licenses tax prep & payment *budgeting software, $777|

Part III, line 31

|Explanation:, Grants Amount:, Expense Amount:|*Auction Expenses: These are ongoing fixed costs of preparing for an auction from the online billing software subscriptions $610 *Staff Support: School Climate PBIS teacher support and principal fund $6,063 *Community Engagement & Social Events: 8th grade promotion community engagement fund and incoming kindergarten events $1,901 *Appreciation and Charitable Gifts: Staff appreciation $2,163 *PTA Operations: Bank fees insurance budgeting software online communication software food for PTA meetings interpretation translation fees licenses and membership dues office supplies postage PTA staff & member development tax prep teacher liason stipend $2,927 *Grants & Paddle Raise: Art paddle raise books for Bridger paddle raise Mind-up paddle raise Nike community grant for playground $3,549, $, $17213|

Raw XML Appendix164 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/PrintingPublicationsPostageAmt099
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FamilyEngagementSupport:IncludesEmergencyfunding&support,equitycommittee,andgeneralfamilysupport
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2StudentGroups&Support:IncludesSummerCOVIDsupport,Bridgermiddleschoolscholars,studentcouncilandsafetypatrol
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3*AuctionExpenses:Theseareongoing fixedcostsofpreparingforanauctionfromtheonlinebillingsoftwaresubscriptions$610*StaffSupport:SchoolClimatePBIS,teachersupport,andprincipalfund$6,063*CommunityEngagement&SocialEvents:8thgradepromotion,communityengagementfund,andincomingkindergartenevents$1,901*AppreciationandCharitableGifts:Staffappreciation$2,163*PTAOperations:Bankfees,insurance,budgetingsoftware,onlinecommunicationsoftware,foodforPTAmeetings,interpretation translationfees,licensesandmembershipdues,officesupplies,postage,PTAstaff&memberdevelopment,taxprep,teacherliasonstipend$2,927*Grants&PaddleRaise:Artpaddleraise,booksforBridgerpaddleraise,Mind-uppaddleraise,Nikecommunitygrantforplayground$3,549
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt0610
IRS990EZ/SpecialEventsNetIncomeLossAmt0406
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2016, , | 2017, | 2018, | 2019, | 2020, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III - Line 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04834
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Jim Bridger PTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| Amount includes: *Summer support COVID 19 *Emergency funding & support to families *School climate PBIS *Staff appreciation funds *Teacher support funds *Student council funds *SUN program support *Playground garden upkeep *Music support *Interpretation & translation support, $42506|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| Amount includes: *Bank fees *Bonding & liability insurance *licenses tax prep & payment *budgeting software, $777|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3|Explanation:, Grants Amount:, Expense Amount:|*Auction Expenses: These are ongoing fixed costs of preparing for an auction from the online billing software subscriptions $610 *Staff Support: School Climate PBIS teacher support and principal fund $6,063 *Community Engagement & Social Events: 8th grade promotion community engagement fund and incoming kindergarten events $1,901 *Appreciation and Charitable Gifts: Staff appreciation $2,163 *PTA Operations: Bank fees insurance budgeting software online communication software food for PTA meetings interpretation translation fees licenses and membership dues office supplies postage PTA staff & member development tax prep teacher liason stipend $2,927 *Grants & Paddle Raise: Art paddle raise books for Bridger paddle raise Mind-up paddle raise Nike community grant for playground $3,549, $, $17213|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III, line 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Brette Pedrick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0936039346
ReturnHeader/Filer/ForeignPhoneNum05039166336
ReturnHeader/Filer/InCareOfNm0% Julia Collins
ReturnHeader/Filer/USAddress/AddressLine1Txt07910 SE MARKET ST
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972153656
ReturnHeader/ReturnTs02021-10-26T02:50:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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