Civic Intelligence

PTA Oregon Congress Richmond Elementary PTA

990EZ • Fiscal year 2024 • EIN 93-6039393

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

2276 SE 41st AvePortland, OR 97214

(503) 916-6220

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$36,444

Down $56,400 (-61%) from 2023

Net Assets

Down

$33,058

Down $24,399 (-42%) from 2023

Liabilities

Down

$3,386

Down $32,001 (-90%) from 2023

Revenue And Expenses

Revenue

Down

$58,284

Down $25,133 (-30%) from 2023

Expenses

Down

$82,683

Down $10,601 (-11%) from 2023

Net Income

Down

-$24,399

Down $14,532 (-147%) from 2023

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: $36,444Liabilities 2024: $3,386Net Assets 2024: $33,0582024Assets 2024: $43,500Liabilities 2024: $0Net Assets 2024: $43,5002024

Highlighted filing

2024

Assets$36,444
Liabilities$3,386
Net Assets$33,058

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: $58,284Expenses 2024: $82,683Net Income 2024: -$24,3992024Revenue 2024: $96,223Expenses 2024: $85,781Net Income 2024: $10,4422024

Highlighted filing

2024

Revenue$58,284
Expenses$82,683
Net Income-$24,399
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 1, 2024
Return Version
2023v5.0
Gross Receipts
$58,284
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, 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.-$33,567
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.$15,000$23,915
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.$6,318$6,318
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
OOM MARQUARDTPresidentPT$0--
ELLEE THALHEIMERVice PresidePT$0--
LIV BRUMFIELDSecretaryPT$0--
STEVE LANNINGTreasurer 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
2024-11-01
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: 6,318 name: richmond school foundation address: c/o richmond elementary portland, or 97214 cash contribution: 15,000

Form 990-ez, Part I, Line 16

Expenses administrative supplies 363 discretionary spending 3,141 liability insurance 520 or doj filing-form ct-12 100 oregon corporate filing 100 website hosting/software 737 tax filing 450 square fees 1,454 apple & pear sale 5,686 book fair 250 bulldog gear 55 run4richmond 114 spring festival 5,913 art support 300 library- english books 2,499 library japanese books 1,277 teacher support 4,133 counselor support 499 pe support 207 sgt elms inoculations 5,600 sgt muddy hill maintain 1,652 sgt project 1,297 equity committee 831 ice cream social 402 teacher/staff appreciatoi 425 volunteer appreciation 711 outreach committee 947 science fair 275 cc new year's festival 969 cc project expenses 124 harvest festival 1,316 rc projects 2,488 sgt breakfast in garden 27 2023/2024 muddy hill proj 15,809 total 60,671

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 35,387 3,386

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, 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 Appendix141 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: RICHMOND ELEMENTARY SCHOOL ADDRESS: 2276 SE 41ST AVE PORTLAND, OR 97214 CASH CONTRIBUTION: 6,318 NAME: RICHMOND SCHOOL FOUNDATION ADDRESS: C/O RICHMOND ELEMENTARY PORTLAND, OR 97214 CASH CONTRIBUTION: 15,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADMINISTRATIVE SUPPLIES 363 DISCRETIONARY SPENDING 3,141 LIABILITY INSURANCE 520 OR DOJ FILING-FORM CT-12 100 OREGON CORPORATE FILING 100 WEBSITE HOSTING/SOFTWARE 737 TAX FILING 450 SQUARE FEES 1,454 APPLE & PEAR SALE 5,686 BOOK FAIR 250 BULLDOG GEAR 55 RUN4RICHMOND 114 SPRING FESTIVAL 5,913 ART SUPPORT 300 LIBRARY- ENGLISH BOOKS 2,499 LIBRARY JAPANESE BOOKS 1,277 TEACHER SUPPORT 4,133 COUNSELOR SUPPORT 499 PE SUPPORT 207 SGT ELMS INOCULATIONS 5,600 SGT MUDDY HILL MAINTAIN 1,652 SGT PROJECT 1,297 EQUITY COMMITTEE 831 ICE CREAM SOCIAL 402 TEACHER/STAFF APPRECIATOI 425 VOLUNTEER APPRECIATION 711 OUTREACH COMMITTEE 947 SCIENCE FAIR 275 CC NEW YEAR'S FESTIVAL 969 CC PROJECT EXPENSES 124 HARVEST FESTIVAL 1,316 RC PROJECTS 2,488 SGT BREAKFAST IN GARDEN 27 2023/2024 MUDDY HILL PROJ 15,809 TOTAL 60,671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 35,387 3,386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL 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, 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE LANNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER 2022-2023
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166220
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
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ReturnHeader/Filer/EIN0936039393
ReturnHeader/Filer/PhoneNum05039166220
ReturnHeader/Filer/USAddress/AddressLine1Txt02276 SE 41ST AVE
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C FRANKLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-01T20:40:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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