Civic Intelligence

PTA Oregon Congress Richmond Elementary PTA

990EZ • Fiscal year 2023 • EIN 93-6039393

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 12, 2023

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

88th percentile

0.38x

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

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

Liabilities / Revenue

91st percentile

0.42x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

25th percentile

-12%

Higher net margin than 25% 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

63rd percentile

9.7%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

66th percentile

22%

Faster revenue growth than 66% of similar nonprofits.

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

Assets

Up

$92,844

Up $8,208 (+9.7%) from 2022

Net Assets

Down

$57,457

Down $9,741 (-14%) from 2022

Liabilities

Up

$35,387

Up $17,949 (+103%) from 2022

Revenue

Up

$83,417

Up $14,820 (+22%) from 2022

Expenses

Up

$93,284

Up $11,166 (+14%) from 2022

Net Income

Up

-$9,867

Up $3,654 (+27%) from 2022

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

2023

Assets$92,844
Liabilities$35,387
Net Assets$57,457

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

2023

Revenue$83,417
Expenses$93,284
Net Income-$9,867
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$83,417
Mission and Program Overview

Mission

Advocating for the education and well-being of every child

Program Services

DescriptionGrantsExpenses
SCHOOL GROUNDS SUPPORT, COMMUNITY EVENTS AND STANDING COMMITTEE EVENTS: SUPPORT FOR IMPROVING THE SCHOOL GROUNDS,TREES AND PLAYGROUND WHICH BENEFIT THE SCHOOL AND THE COMMUNITY. EVENTS BENEFIT THE ENTIRE RICHMOND COMMUNITY, INCLUDING ICE CREAM SOCIAL, HARVEST FESTIVAL, CRAFT FAIR, NEW YEAR'S FESTIVAL,BREAKFAST IN THE GARDEN, AND APPRECIATE EVENTS FOR TEACHERS/STAFF AND VOLUNTEERS. STANDING COMMITTEES INCLUDE CULTURAL COMMITTEE, RICH COFFEE AND SUPER GREEN TEAM.-$59,491
CLASSROOM/PROGRAM SUPPORT: GRANTS PROVIDED TO RICHMOND ELEMENTARY SCHOOL TEACHERS AND STAFF FOR CLASSROOM, EQUIPMENT AND PROGRAM SUPPORT. ALL STUDENTS AT THE SCHOOL BENEFIT FROM THESE SERVICES.-$9,795
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.$6,774$6,774
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
OOM MARQUARDTPresidentPT$0--
ELLEE THALHEIMERVice PresidePT$0--
LIV BRUMFIELDSecretaryPT$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
2023-11-12
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

Name: richmond elementary school address: 2276 se 41st ave portland, or 97214 cash contribution: 6,774

Form 990-ez, Part I, Line 16

Expenses administrative supplies 792 discretionary spending 668 liability insurance 520 or doj filing 97 website hosting/software 1,048 tax filing 450 square fees 1,342 apple & pear sale 6,439 book fair 257 bulldog gear 659 rich coffee fundraising 2,150 sgt plant sale 2,802 art support 496 front garden maintenance 512 library- english books 2,500 library japanese books 1,290 teacher support 3,387 counselor support 498 custodian support 193 pe suppoort 294 dance/theatre support 625 elms inoculations 3,960 muddy hill project 38,183 sgt project 339 spring festival 5,268 equity committee 1,533 oregon battle books 54 community event-craft 782 harvest festival 1,763 ice cream social 2,000 teacher/staff appreciatoi 922 volunteer appreciation 1,400 outreach committee 560 science fair 168 cc new year's festival 1,720 cc project expenses 206 sgt breakfast in garden 110 total 85,987

Form 990-ez, Part I, Line 20

Prior year adjustment 127

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 17,439 35,387

Form 990-ez, Part III, Line 30

School grounds support, community events and standing committee events: support for improving the school grounds,trees and playground which benefit the school and the community. Events benefit the entire richmond community, including ice cream social, harvest festival, craft fair, new year's festival,breakfast in the garden, and appreciate events for teachers/staff and volunteers. Standing committees include cultural committee, rich coffee and super green team.

Raw XML Appendix138 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/BooksInCareOfDetail/USAddress/AddressLine2Txt0RICHMOND ELEMENTARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
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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/DescriptionProgramSrvcAccomTxt2SCHOOL GROUNDS SUPPORT, COMMUNITY EVENTS AND STANDING COMMITTEE EVENTS: SUPPORT FOR IMPROVING THE SCHOOL GROUNDS,TREES AND PLAYGROUND WHICH BENEFIT THE SCHOOL AND THE COMMUNITY. EVENTS BENEFIT THE ENTIRE RICHMOND COMMUNITY, INCLUDING ICE CREAM SOCIAL, HARVEST FESTIVAL, CRAFT FAIR, NEW YEAR'S FESTIVAL,BREAKFAST IN THE GARDEN, AND APPRECIATE EVENTS FOR TEACHERS/STAFF AND VOLUNTEERS. STANDING COMMITTEES INCLUDE CULTURAL COMMITTEE, RICH COFFEE AND SUPER GREEN TEAM.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: RICHMOND ELEMENTARY SCHOOL ADDRESS: 2276 SE 41ST AVE PORTLAND, OR 97214 CASH CONTRIBUTION: 6,774
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATIVE SUPPLIES 792 DISCRETIONARY SPENDING 668 LIABILITY INSURANCE 520 OR DOJ FILING 97 WEBSITE HOSTING/SOFTWARE 1,048 TAX FILING 450 SQUARE FEES 1,342 APPLE & PEAR SALE 6,439 BOOK FAIR 257 BULLDOG GEAR 659 RICH COFFEE FUNDRAISING 2,150 SGT PLANT SALE 2,802 ART SUPPORT 496 FRONT GARDEN MAINTENANCE 512 LIBRARY- ENGLISH BOOKS 2,500 LIBRARY JAPANESE BOOKS 1,290 TEACHER SUPPORT 3,387 COUNSELOR SUPPORT 498 CUSTODIAN SUPPORT 193 PE SUPPOORT 294 DANCE/THEATRE SUPPORT 625 ELMS INOCULATIONS 3,960 MUDDY HILL PROJECT 38,183 SGT PROJECT 339 SPRING FESTIVAL 5,268 EQUITY COMMITTEE 1,533 OREGON BATTLE BOOKS 54 COMMUNITY EVENT-CRAFT 782 HARVEST FESTIVAL 1,763 ICE CREAM SOCIAL 2,000 TEACHER/STAFF APPRECIATOI 922 VOLUNTEER APPRECIATION 1,400 OUTREACH COMMITTEE 560 SCIENCE FAIR 168 CC NEW YEAR'S FESTIVAL 1,720 CC PROJECT EXPENSES 206 SGT BREAKFAST IN GARDEN 110 TOTAL 85,987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR ADJUSTMENT 127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 17,439 35,387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL GROUNDS SUPPORT, COMMUNITY EVENTS AND STANDING COMMITTEE EVENTS: SUPPORT FOR IMPROVING THE SCHOOL GROUNDS,TREES AND PLAYGROUND WHICH BENEFIT THE SCHOOL AND THE COMMUNITY. EVENTS BENEFIT THE ENTIRE RICHMOND COMMUNITY, INCLUDING ICE CREAM SOCIAL, HARVEST FESTIVAL, CRAFT FAIR, NEW YEAR'S FESTIVAL,BREAKFAST IN THE GARDEN, AND APPRECIATE EVENTS FOR TEACHERS/STAFF AND VOLUNTEERS. STANDING COMMITTEES INCLUDE CULTURAL COMMITTEE, RICH COFFEE AND SUPER GREEN TEAM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
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, LINE 30
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE LANNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER 2022-2023
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166220
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RICHMOND ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0936039393
ReturnHeader/Filer/PhoneNum05039166220
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ReturnHeader/PreparerPersonGrp/PhoneNum05038871243
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-12T19:21:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LANNING
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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