Civic Intelligence

PTA Ore Congress Woodstock Elem PTA

990EZ • Fiscal year 2018 • EIN 93-6039422

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

30th percentile

-5.5%

Higher net margin than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

3.7%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$18,236

Down $2,147 (-11%) from 2017

Net Assets

Down

$18,236

Down $2,147 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$39,274

Up $1,387 (+3.7%) from 2017

Expenses

Up

$41,421

Up $1,845 (+4.7%) from 2017

Net Income

Down

-$2,147

Down $458 (-27%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$18,236
Liabilities$0
Net Assets$18,236

Operations Trend

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

2018

Revenue$39,274
Expenses$41,421
Net Income-$2,147
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$67,393
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY GRONLIPresidentPT$0--
MICHAEL ORTOLANOVice President-$0--
ERICA CURTISSecretary-$0--
STEPHANIE KRASNOWTreasurer-$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
Stephanie Krasnow
Title
Treasurer
Phone
5032861561
Signed
2018-11-07
Discuss with paid preparer
No

Preparer

Firm
Woodstock Tax Service
Address
4535 SE WOODSTOCK BLVD, Portland, OR 97206
Preparer
James a Schaller Ea Ltc
Phone
5032861561
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountPTA ADMINISTRATIVE 44CLASSROOM RESTRICTED 127CURRICULUM 1,737STUDENT SERVICES 3,494ADMIN 77

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 5,048Activity ENRICHMENT AND SCHOLARSHIPS Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 11,496Activity CLASSROOM SUPPORT Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 7,684

Description of other expenses Part I line 16

Description AmountCLASS ROOM TECH 406STUDENT FAMILY SERVICES 7,625STATE MEMBERSHIP 1,473PTA ADMIN 1,757SPENDING PROJECTS 5,932

Raw XML Appendix179 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0STEPHANIE KRASNOW
IRS990EZ/BooksInCareOfDetail/PhoneNum05039166380
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05601 SE 50TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020383
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018236
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03701
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2147
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020383
IRS990EZ/Form990TotalAssetsGrp/EOYAmt018236
IRS990EZ/FundraisingGrossIncomeAmt058213
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024228
IRS990EZ/GrossReceiptsAmt067393
IRS990EZ/GroupExemptionNum01305
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020383
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018236
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020383
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018236
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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/PersonNm0KELLY GRONLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL ORTOLANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERICA CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE KRASNOW
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/OtherExpensesTotalAmt017193
IRS990EZ/OtherRevenueTotalAmt05479
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028119
IRS990EZ/SpecialEventsNetIncomeLossAmt030094
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041421
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt039274
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.PPS.K12.OR.US/SCHOOLS/WOODSTOCK
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08605
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074840
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0124
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04136
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt058213
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt055470
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt069510
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt057559
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt067848
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0308600
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0124
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0387576
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063387
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066738
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079592
IRS990ScheduleA/Total509Grp/TotalAmt0387576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079624
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0387700
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCRIPT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HARVEST PART
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPTA ADMINISTRATIVE 44CLASSROOM RESTRICTED 127CURRICULUM 1,737STUDENT SERVICES 3,494ADMIN 77
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity CLASS ROOM TECHNOLOGY Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 5,048Activity ENRICHMENT AND SCHOLARSHIPS Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 11,496Activity CLASSROOM SUPPORT Grantee WOODSTOCK ELEMENTARY Street 5601 SE 50TH AVE City, State, Zip Portland, OR 97206Amount 7,684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountCLASS ROOM TECH 406STUDENT FAMILY SERVICES 7,625STATE MEMBERSHIP 1,473PTA ADMIN 1,757SPENDING PROJECTS 5,932
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE KRASNOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05032861561
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09B59CB7D9416E31485D72A1DF6CBA78ADE9878CA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B59CB7D9416E31485D72A1DF6CBA78ADE9878CA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId093388120183122xmexbe
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02018-11-08
ReturnHeader/FilingSecurityInformation/IPTm012:39:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261198302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOODSTOCK TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04535 SE WOODSTOCK BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097206
ReturnHeader/PreparerPersonGrp/PhoneNum05032861561
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A SCHALLER EA LTC
ReturnHeader/ReturnTs02018-11-08T12:38:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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