Civic Intelligence

PTA Oregon Congress

EIN 94-3039323 • 501(c)3 • Portland, OR

Profile

Our primary purpose is fundraising to support school programs and facilities and to build community at James John Elementary School.

7439 North Charleston AvenuePortland, OR 97203

www.jamesjohnpta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$33,387

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$33,387

No earlier filing loaded for comparison.

Revenue

$40,208

No earlier filing loaded for comparison.

Expenses

$44,243

No earlier filing loaded for comparison.

Net Income

-$4,035

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2019: $33,387Net Assets 2019: $33,3872019

Highlighted filing

2019

Assets$33,387
Liabilities-
Net Assets$33,387

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2019: $40,208Expenses 2019: $44,243Net Income 2019: -$4,0352019

Highlighted filing

2019

Revenue$40,208
Expenses$44,243
Net Income-$4,035

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$33.4$33.4$40.2$44.2$4.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$51,461
Mission and Program Overview

Mission

Our primary purpose is fundraising to support school programs and facilities and to build community at James John Elementary School.

Program Services

DescriptionGrantsExpenses
Playground Replacement. We raised funds to replace a playground that had been removed due to safety issues.$0$34,380
Teacher Enrichments & Supplies. We funded class field trips and classroom supplies to support teachers and students at James John Elementary School.$0$2,396
Literacy Support Services. We purchased books for the James John Elementary School library and also books for low income kids enrolled in the summer program.$0$2,026
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mason MarshPresident-$0--
Laura StreibVice President-$0--
Carla WoottonTreasurer-$0--
Amy OcchialinoSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Prom & Auction$12,024$4,625$1,041$3,584
Total Events$12,024$4,625$2,241$2,384
Governance and Compliance

Governance Explanations

Part VI, line 49A

| Name of Grantee:, Class of Activity:, Explanation:| Portland Council PTA Clothing Cente, Clothing Center Donation, The PTA council runs a free Clothing Center for underprivileged students that need clothes for the year.|

Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
94-3039323
In Care Of
% Mason Marsh
Phone
5034537314
Address
7439 North Charleston Avenue, Portland, OR 97203

Signing Officer

Name
Carla Wootton
Title
Treasurer
Phone
5034537314
Signed
2019-11-14
Discuss with paid preparer
No
Supplemental Narrative

Additional Explanations

Doing Business As Names

James John Elementary PTA

Part I, line 10

| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Membership Sponsorship, grantee, "", $10.00, No Relationship| Clothing Center Donation, Portland Council PTA Clothing Cente, "3901 SE 91st Ave. Room C-56 Portland, OR 97266", $100.00, None|

Part I, line 16

| Other Expenses:, Amount:| Back To School Night, $1710.70| Business Licensing, $50.00| PTA Coffee Talks, $118.98| DOJ Incorporation Fees, $50.00| End of Year Carnival, $92.60| Green Team, $160.00| Harvest Festival, $174.34| Insurance Coverage, $235.00| Literacy Support Activities, $2025.61| Multicultural Night, $173.51| Oregon PTA Convention, $289.10| Oregon PTA Training, $25.00| PTA Meeting Expenses, $1051.99| Staff Appreciation, $650.14| PTA Supplies, $271.68| Teacher Enrichments, $989.39| Teacher Supplies, $1383.79| Volunteer Recognition, $63.57| Paypal fees, $0.52| Playground Replacement, $34380.23|

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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/ExplanationTxt1| Activity:, Grantee Name:, Grantee Address:, Amount:, Relationship:| Membership Sponsorship, grantee, "", $10.00, No Relationship| Clothing Center Donation, Portland Council PTA Clothing Cente, "3901 SE 91st Ave. Room C-56 Portland, OR 97266", $100.00, None|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| Back To School Night, $1710.70| Business Licensing, $50.00| PTA Coffee Talks, $118.98| DOJ Incorporation Fees, $50.00| End of Year Carnival, $92.60| Green Team, $160.00| Harvest Festival, $174.34| Insurance Coverage, $235.00| Literacy Support Activities, $2025.61| Multicultural Night, $173.51| Oregon PTA Convention, $289.10| Oregon PTA Training, $25.00| PTA Meeting Expenses, $1051.99| Staff Appreciation, $650.14| PTA Supplies, $271.68| Teacher Enrichments, $989.39| Teacher Supplies, $1383.79| Volunteer Recognition, $63.57| Paypal fees, $0.52| Playground Replacement, $34380.23|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Name of Grantee:, Class of Activity:, Explanation:| Portland Council PTA Clothing Cente, Clothing Center Donation, The PTA council runs a free Clothing Center for underprivileged students that need clothes for the year.|
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ReturnHeader/Filer/EIN0943039323
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ReturnHeader/Filer/PhoneNum05034537314
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