Civic Intelligence

PTA Ore Congress Woodstock Elem PTA

990EZ • Fiscal year 2015 • EIN 93-6039422

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

Organization ProfileWWW.PPS.K12.OR.US/SCHOOLS/WOODSTOCK
5601 SE 50th AvePortland, OR 97206

(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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$25,299

Up $2,208 (+9.6%) from 2014

Net Assets

Up

$25,299

Up $2,208 (+9.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin67th percentile

Revenue

Down

$17,876

Down $13,677 (-43%) from 2014

Expenses

Down

$15,668

Down $19,033 (-55%) from 2014

Net Income

Up

$2,208

Up $5,356 (+170%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2015

Assets$25,299
Liabilities$0
Net Assets$25,299
Open 2015 Filing

Operations Trend

Revenue Growth11th 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

2015

Revenue$17,876
Expenses$15,668
Net Income$2,208
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$71,626
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--
CURRICULUM LEARNING ENHANCEMENT PROGRAMS--
STUDENT AND FAMILY SERVICES--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERICA HAILSTONEPresidentPT$0--
MOLLY DOLLVice PresidentPT$0--
REBEKAH DISBROWSecretaryPT$0--
SARAH WILLIAMSTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Harvest Part----
Script----
Filing and Contact Details

Filer

Filer Name
Pta Ore Congress Woodstock Elem Pta
EIN
93-6039422
Address
5601 SE 50TH AVE, Portland, OR 97206

Signing Officer

Name
Sarah Williams
Title
Treasurer
Phone
5039166380
Signed
2015-11-13
Discuss with paid preparer
No

Preparer

Firm
St Johns Tax Service
Address
7537 N RICHMOND, Portland, OR 97203
Preparer
James Schaller
Phone
5032861561
Supplemental Narrative

Additional Explanations

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 3,315Activity ENRICHMENT AND SCHOLARSHIPS Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Activity CLASSROOM SUPPORT Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 9,247”

Raw XML Appendix152 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/PersonNm0SARAH WILLIAMS
IRS990EZ/BooksInCareOfDetail/PhoneNum05039166380
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05601 SE 50TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023091
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025299
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05615
IRS990EZ/CostOfGoodsSoldAmt010768
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02208
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03106
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023091
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025299
IRS990EZ/FundraisingGrossIncomeAmt057559
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012562
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-10768
IRS990EZ/GrossReceiptsAmt071626
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02788
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023091
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025299
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023091
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025299
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/PersonNm0ERICA HAILSTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOLLY DOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBEKAH DISBROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH WILLIAMS
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/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHER AND STUDENT SUPPORT
IRS990EZ/ProgramServiceRevenueAmt05664
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt042982
IRS990EZ/SpecialEventsNetIncomeLossAmt014577
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015668
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt017876
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.PPS.K12.OR.US/SCHOOLS/WOODSTOCK
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt061
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt057559
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt067848
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0125407
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt061
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0144671
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt079592
IRS990ScheduleA/Total509Grp/TotalAmt0144671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt079624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0144732
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCRIPT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HARVEST PART
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity CLASS ROOM TECHNOLOGY Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 3,315Activity ENRICHMENT AND SCHOLARSHIPS Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Activity CLASSROOM SUPPORT Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 9,247
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039166380
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA ORE CONGRESS WOODSTOCK ELEM PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0936039422
ReturnHeader/Filer/USAddress/AddressLine1Txt05601 SE 50TH AVE
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ST JOHNS TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07537 N RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097203
ReturnHeader/PreparerPersonGrp/PhoneNum05032861561
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES SCHALLER
ReturnHeader/ReturnTs02015-11-13T09:34:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,299
Liabilities
$0
Net assets
$25,299
Revenue
$17,876
Expenses
$15,668
Net income
$2,208
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