Civic Intelligence

PTA Ore Congress Woodstock Elem PTA

990EZ • Fiscal year 2014 • EIN 93-6039422

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 26, 2014

Organization ProfileWWW.PPS.K12.OR.US/SCHOOLS/WOODSTOCK
5601 SE 50th Ave97206

(503) 916-6380

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

23rd percentile

-10.0%

Higher net margin than 23% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

5.1%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$23,091

Down $3,426 (-13%) from 2013

Net Assets

$23,091

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $278 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin23rd percentile

Revenue

Up

$31,553

Up $1,531 (+5.1%) from 2013

Expenses

Up

$34,701

Up $2,796 (+8.8%) from 2013

Net Income

Down

-$3,148

Down $1,265 (-67%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$60K$40K$20K$0Assets 2011: $24,832Liabilities 2011: $02011Assets 2012: $30,622Liabilities 2012: $2,5002012Assets 2013: $26,517Liabilities 2013: $2782013Assets 2014: $23,091Liabilities 2014: $0Net Assets 2014: $23,0912014Assets 2015: $25,299Liabilities 2015: $0Net Assets 2015: $25,2992015Assets 2017: $20,383Liabilities 2017: $0Net Assets 2017: $20,3832017Assets 2018: $18,236Liabilities 2018: $0Net Assets 2018: $18,2362018Assets 2019: $21,636Liabilities 2019: $0Net Assets 2019: $21,6362019Assets 2025: $43,153Liabilities 2025: $0Net Assets 2025: $43,1532025

Highlighted filing

2014

Assets$23,091
Liabilities$0
Net Assets$23,091
Open 2014 Filing

Operations Trend

Revenue Growth55th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $27,867Expenses 2011: $20,500Net Income 2011: $7,3672011Revenue 2012: $35,248Expenses 2012: $31,958Net Income 2012: $3,2902012Revenue 2013: $30,022Expenses 2013: $31,905Net Income 2013: -$1,8832013Revenue 2014: $31,553Expenses 2014: $34,701Net Income 2014: -$3,1482014Revenue 2015: $17,876Expenses 2015: $15,668Net Income 2015: $2,2082015Revenue 2017: $37,887Expenses 2017: $39,576Net Income 2017: -$1,6892017Revenue 2018: $39,274Expenses 2018: $41,421Net Income 2018: -$2,1472018Revenue 2019: $53,737Expenses 2019: $50,546Net Income 2019: $3,1912019Revenue 2025: $47,610Expenses 2025: $39,003Net Income 2025: $8,6072025

Highlighted filing

2014

Revenue$31,553
Expenses$34,701
Net Income-$3,148
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 26, 2014
Return Version
2013v3.1
Gross Receipts
$79,626
Mission and Program Overview

Mission

Teacher and student support

Program Services

DescriptionGrantsExpenses
TECHNOLOGY AND READING MATERIALS PURCHASED FOR THE STUDENTS CONSISTING OF CHROMEBOOKS AND LIBRARY NON FICTION BOOKS$16,185$16,165
STUDENT AND FAMILY SERVICES$5,510$5,510
CURRICULUM LEARNING ENHANCEMENT PROGRAMS$4,874$4,553
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE COWENPresidentPT$0--
MOLLY DOLLVice PresidentPT$0--
REBEKAH DISBROWSecretaryPT$0--
ERICA HAILSTONETreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$42,719$42,719$40,822$1,897
Event 2$8,094$8,094$1,690$6,404
Total Events$50,813$50,813$42,512$8,301
Filing and Contact Details

Filer

EIN
93-6039422

Signing Officer

Name
Erica Hailstone
Title
Treasurer
Signed
2014-09-26
Discuss with paid preparer
No

Preparer

Preparer
James Schaller
Phone
5032861561
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountEDUCATIONAL FAMILY NIGHT 322TALENT SHOW 316KINDERGARTEN ORIENTATION 67FIFTH GRADE CELEBRATION 99YEARBOOK 4,924STUDENT DIRECTORY 655LIBRARY SUPPORT 19PTA SUPPLIES SALES 19PTA MEMBERSHIP STATE 1,159MISC 31”

List of grants and similar amounts paid Part I line 10

“Activity CLASS ROOM TECHNOLOGY Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 10,339Activity ENRICHMENT AND SCHOLARSHIPS Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 4,874Activity CLASSROOM SUPPORT Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 16,185”

Description of other expenses Part I line 16

“Description AmountPTA ADMINISTRATIVE 2,172OREGON MEMBERSHIP 1,131”

Raw XML Appendix167 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ERICA HAILSTONE
IRS990EZ/BooksInCareOfDetail/PhoneNum05039166380
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105601 SE 50TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026239
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023091
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011272
IRS990EZ/CostOfGoodsSoldAmt05510
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3148
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026239
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023091
IRS990EZ/FundraisingGrossIncomeAmt060239
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031398
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-5510
IRS990EZ/GrossReceiptsAmt079626
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0472
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026239
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023091
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026239
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023091
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARRIE COWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOLLY DOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBEKAH DISBROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERICA HAILSTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt03303
IRS990EZ/OtherRevenueTotalAmt07611
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHER AND STUDENT SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TECHNOLOGY AND READING MATERIALS PURCHASED FOR THE STUDENTS CONSISTING OF CHROMEBOOKS AND LIBRARY NON FICTION BOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CURRICULUM LEARNING ENHANCEMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT AND FAMILY SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016185
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14874
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25510
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016165
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14553
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25510
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042563
IRS990EZ/SpecialEventsNetIncomeLossAmt017676
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034701
IRS990EZ/TotalProgramServiceExpensesAmt026228
IRS990EZ/TotalRevenueAmt031553
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.PPS.K12.OR.US/SCHOOLS/WOODSTOCK
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011744
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt032
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt067848
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt067848
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt079592
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079592
IRS990ScheduleA/Total509Grp/TotalAmt079592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt079624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt079624
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050813
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042719
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050813
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SCRIPT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0HARVEST PART
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08301
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt042512
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt040822
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01690
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEDUCATIONAL FAMILY NIGHT 322TALENT SHOW 316KINDERGARTEN ORIENTATION 67FIFTH GRADE CELEBRATION 99YEARBOOK 4,924STUDENT DIRECTORY 655LIBRARY SUPPORT 19PTA SUPPLIES SALES 19PTA MEMBERSHIP STATE 1,159MISC 31
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity CLASS ROOM TECHNOLOGY Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 10,339Activity ENRICHMENT AND SCHOLARSHIPS Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 4,874Activity CLASSROOM SUPPORT Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 16,185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPTA ADMINISTRATIVE 2,172OREGON MEMBERSHIP 1,131
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ERICA HAILSTONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA ORE CONGRESS WOODSTOCK ELEM PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0936039422
ReturnHeader/Filer/USAddress/AddressLine105601 SE 50TH AVE
ReturnHeader/Filer/USAddress/City0Portland
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261198302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ST JOHNS TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107537 N RICHMOND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097203
ReturnHeader/PreparerPersonGrp/PhoneNum05032861561
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SCHALLER
ReturnHeader/ReturnTs02014-10-13T10:56:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,091
Liabilities
$0
Net assets
$23,091
Revenue
$31,553
Expenses
$34,701
Net income
-$3,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$47.6$39.0$8.61
2019Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$53.7$50.5$3.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$0.00$18.2$39.3$41.4$2.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$0.00$20.4$37.9$39.6$1.69
2015Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$17.9$15.7$2.21
2014Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$31.6$34.7$3.15
2013Summary only. Only limited summary data is available for this year.$26.5$0.28$30.0$31.9$1.88
2012Summary only. Only limited summary data is available for this year.$30.6$2.50$35.2$32.0$3.29
2011Summary only. Only limited summary data is available for this year.$24.8$0.00$27.9$20.5$7.37
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits