Civic Intelligence

PTA Oregon Congress Richmond Elementary PTA

990EZ • Fiscal year 2022 • EIN 93-6039393

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

2276 SE 41st AvePortland, OR 97214

(503) 916-6220

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

0.25x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

60th percentile

7.8%

Faster asset growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2022

Revenue Growth

52nd percentile

12%

Faster revenue growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2022

Assets

Up

$84,636

Up $17,073 (+25%) from 2019

Net Assets

$67,198

No earlier filing loaded for comparison.

Liabilities

Up

$17,438

Up $17,438 from 2019

Revenue

Up

$68,597

Up $19,258 (+39%) from 2019

Expenses

Up

$82,118

Up $43,509 (+113%) from 2019

Net Income

Down

-$13,521

Down $24,251 (-226%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $89,735Liabilities 2011: $0Net Assets 2011: $89,7352011Assets 2012: $87,750Liabilities 2012: $02012Assets 2013: $95,974Liabilities 2013: $02013Assets 2014: $113,552Liabilities 2014: $02014Assets 2015: $69,411Liabilities 2015: $02015Assets 2016: $65,830Liabilities 2016: $02016Assets 2017: $46,115Liabilities 2017: $02017Assets 2018: $56,833Liabilities 2018: $02018Assets 2019: $67,563Liabilities 2019: $02019Assets 2022: $84,636Liabilities 2022: $17,438Net Assets 2022: $67,1982022Assets 2023: $92,844Liabilities 2023: $35,387Net Assets 2023: $57,4572023Assets 2024: $43,500Liabilities 2024: $0Net Assets 2024: $43,5002024

Highlighted filing

2022

Assets$84,636
Liabilities$17,438
Net Assets$67,198

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $69,451Expenses 2011: $70,212Net Income 2011: -$7612011Revenue 2012: $55,520Expenses 2012: $57,505Net Income 2012: -$1,9852012Revenue 2013: $49,758Expenses 2013: $41,534Net Income 2013: $8,2242013Revenue 2014: $77,584Expenses 2014: $60,006Net Income 2014: $17,5782014Revenue 2015: $76,338Expenses 2015: $120,479Net Income 2015: -$44,1412015Revenue 2016: $55,643Expenses 2016: $59,224Net Income 2016: -$3,5812016Revenue 2017: $81,965Expenses 2017: $101,680Net Income 2017: -$19,7152017Revenue 2018: $53,443Expenses 2018: $42,725Net Income 2018: $10,7182018Revenue 2019: $49,339Expenses 2019: $38,609Net Income 2019: $10,7302019Revenue 2022: $68,597Expenses 2022: $82,118Net Income 2022: -$13,5212022Revenue 2023: $83,417Expenses 2023: $93,284Net Income 2023: -$9,8672023Revenue 2024: $96,223Expenses 2024: $85,781Net Income 2024: $10,4422024

Highlighted filing

2022

Revenue$68,597
Expenses$82,118
Net Income-$13,521
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$68,597
Mission and Program Overview

Mission

Advocating for the education and well-being of every child

Program Services

DescriptionGrantsExpenses
COMMUNITY EVENTS: EVENTS HOSTED BY RICHMOND PTA THAT BENEFIT THE ENTIRE RICHMOND COMMUNITY, INCLUDING ICE CREAM SOCIAL, HARVEST FESTIVAL, CRAFT FAIR, NEW YEAR'S FESTIVAL, BREAKFASTS IN THE GARDEN, AND APPRECIATE EVENTS FOR TEACHERS/STAFF AND VOLUNTEERS$1,250$29,385
READ FOR RICHMOND FUNDRAISER: NET PROCEEDS WERE RESTRICTIVELY GRANTED TO RICHMOND ELEMENTARY SCHOOL FOR ENHANCED LANGUAGE EDUCATION, FOR THE BENEFIT OF ALL RICHMOND ELEMENTARY STUDENTS.$20,723$20,723
CLASSROOM/PROGRAM SUPPORT: GRANTS PROVIDED TO RICHMOND ELEMENTARY SCHOOL TEACHERS AND STAFF FOR CLASSROOM AND PROGRAM SUPPORT. INCLUDES FUNDS PAID TO IMPROVE AND MAINTAIN SCHOOL EQUIPMENT AND GROUNDS. ALL STUDENTS AT THE SCHOOL BENEFIT FROM THESE SERVICES. NEIGHBORS ALSO BENEFIT FROM GROUNDS MAINTENANCE-$14,117
RICHMOND PTA HAS STANDING COMMITTEES THAT PROVIDE ENHANCED BENEFIT TO THE SCHOOL AND SCHOOL COMMUNITY. THESE INCLUDE CULTURAL, RICH COFFEE AND SUPER GREEN COMMITTEE.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE ZADEYANPresidentPT$0--
DAN OZBOURNEVice PresidePT$0--
BRITA JOHNSONSecretaryPT$0--
KATIE GALLAGHERTreasurer 20PT$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
93-6039393
Phone
5039166220
Address
2276 SE 41ST AVE, PORTLAND, OR 97214

Signing Officer

Name
Steve Lanning
Title
Treasurer 2022-2023
Phone
5039166220
Signed
2022-11-14
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 - grants to portland pta for clothing closet 1,000 and student aid fund 250

Form 990-ez, Part I, Line 10

Name: richmond elementary school address: 2276 se 41st ave portland, or 97214 cash contribution: 20,723

Form 990-ez, Part I, Line 16

Expenses administrative supplies 383 discretionary spending 440 liability insurance 585 or doj filing 58 or secty state filing 50 website hosting/software 1,107 square fees 1,509 apple & pear sale 6,444 fall book fair 1,262 bulldog gear 1,571 rich coffee fundraising 2,062 sgt fundraising expense 3 sgt plant sale 2,419 masks /t shirts 2,936 art support 423 field maintenance 1,007 front garden maintenance 901 library- english books 2,715 library japanese books 1,334 teacher support 3,902 rich coffee teacher supp 899 cultural committee proj 646 rich coffee project 2,150 super green project 158 spring festival 3,326 equity committee 15 oregon battle books 15 pandemic health/safety 16,892 community event 600 harvest festival 1,000 ice cream social 175 teacher/staff appreciatoi 837 volunteer appreciation 829 total 58,653

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,793 17,438

Form 990-ez, Part III, Line 28

Classroom/program support: grants provided to richmond elementary school teachers and staff for classroom and program support. Includes funds paid to improve and maintain school equipment and grounds. All students at the school benefit from these services. Neighbors also benefit from grounds maintenance

Form 990-ez, Part III, Line 30

Community events: events hosted by richmond pta that benefit the entire richmond community, including ice cream social, harvest festival, craft fair, new year's festival, breakfasts in the garden, and appreciate events for teachers/staff and volunteers

Form 990-ez, Part III, Line 31

Richmond pta has standing committees that provide enhanced benefit to the school and school community. These include cultural, rich coffee and super green committee.

Raw XML Appendix142 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/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER 20
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1READ FOR RICHMOND FUNDRAISER: NET PROCEEDS WERE RESTRICTIVELY GRANTED TO RICHMOND ELEMENTARY SCHOOL FOR ENHANCED LANGUAGE EDUCATION, FOR THE BENEFIT OF ALL RICHMOND ELEMENTARY STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY EVENTS: EVENTS HOSTED BY RICHMOND PTA THAT BENEFIT THE ENTIRE RICHMOND COMMUNITY, INCLUDING ICE CREAM SOCIAL, HARVEST FESTIVAL, CRAFT FAIR, NEW YEAR'S FESTIVAL, BREAKFASTS IN THE GARDEN, AND APPRECIATE EVENTS FOR TEACHERS/STAFF AND VOLUNTEERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3RICHMOND PTA HAS STANDING COMMITTEES THAT PROVIDE ENHANCED BENEFIT TO THE SCHOOL AND SCHOOL COMMUNITY. THESE INCLUDE CULTURAL, RICH COFFEE AND SUPER GREEN COMMITTEE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 10 - GRANTS TO PORTLAND PTA FOR CLOTHING CLOSET 1,000 AND STUDENT AID FUND 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: RICHMOND ELEMENTARY SCHOOL ADDRESS: 2276 SE 41ST AVE PORTLAND, OR 97214 CASH CONTRIBUTION: 20,723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADMINISTRATIVE SUPPLIES 383 DISCRETIONARY SPENDING 440 LIABILITY INSURANCE 585 OR DOJ FILING 58 OR SECTY STATE FILING 50 WEBSITE HOSTING/SOFTWARE 1,107 SQUARE FEES 1,509 APPLE & PEAR SALE 6,444 FALL BOOK FAIR 1,262 BULLDOG GEAR 1,571 RICH COFFEE FUNDRAISING 2,062 SGT FUNDRAISING EXPENSE 3 SGT PLANT SALE 2,419 MASKS /T SHIRTS 2,936 ART SUPPORT 423 FIELD MAINTENANCE 1,007 FRONT GARDEN MAINTENANCE 901 LIBRARY- ENGLISH BOOKS 2,715 LIBRARY JAPANESE BOOKS 1,334 TEACHER SUPPORT 3,902 RICH COFFEE TEACHER SUPP 899 CULTURAL COMMITTEE PROJ 646 RICH COFFEE PROJECT 2,150 SUPER GREEN PROJECT 158 SPRING FESTIVAL 3,326 EQUITY COMMITTEE 15 OREGON BATTLE BOOKS 15 PANDEMIC HEALTH/SAFETY 16,892 COMMUNITY EVENT 600 HARVEST FESTIVAL 1,000 ICE CREAM SOCIAL 175 TEACHER/STAFF APPRECIATOI 837 VOLUNTEER APPRECIATION 829 TOTAL 58,653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,793 17,438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLASSROOM/PROGRAM SUPPORT: GRANTS PROVIDED TO RICHMOND ELEMENTARY SCHOOL TEACHERS AND STAFF FOR CLASSROOM AND PROGRAM SUPPORT. INCLUDES FUNDS PAID TO IMPROVE AND MAINTAIN SCHOOL EQUIPMENT AND GROUNDS. ALL STUDENTS AT THE SCHOOL BENEFIT FROM THESE SERVICES. NEIGHBORS ALSO BENEFIT FROM GROUNDS MAINTENANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY EVENTS: EVENTS HOSTED BY RICHMOND PTA THAT BENEFIT THE ENTIRE RICHMOND COMMUNITY, INCLUDING ICE CREAM SOCIAL, HARVEST FESTIVAL, CRAFT FAIR, NEW YEAR'S FESTIVAL, BREAKFASTS IN THE GARDEN, AND APPRECIATE EVENTS FOR TEACHERS/STAFF AND VOLUNTEERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RICHMOND PTA HAS STANDING COMMITTEES THAT PROVIDE ENHANCED BENEFIT TO THE SCHOOL AND SCHOOL COMMUNITY. THESE INCLUDE CULTURAL, RICH COFFEE AND SUPER GREEN COMMITTEE.
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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05039166220
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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ReturnHeader/PreparerPersonGrp/PhoneNum05038871243
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T20:52:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
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ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits