Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2019 • EIN 94-3039323

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

Organization Profilewww.jamesjohnpta.org
7439 North Charleston AvenuePortland, OR 97203

(503) 453-7314

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

24th percentile

-10%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$33,387

No earlier filing loaded for comparison.

Net Assets

$33,387

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

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.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2019

Assets$33,387
Liabilities-
Net Assets$33,387
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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
Open 2019 Filing
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
Top Officer Pay77th percentile

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|”

Raw XML Appendix195 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt043896
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IRS990EZ/PrintingPublicationsPostageAmt043
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Playground Replacement. We raised funds to replace a playground that had been removed due to safety issues.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Literacy Support Services. We purchased books for the James John Elementary School library and also books for low income kids enrolled in the summer program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher Enrichments & Supplies. We funded class field trips and classroom supplies to support teachers and students at James John Elementary School.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-3149
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044243
IRS990EZ/TotalProgramServiceExpensesAmt038802
IRS990EZ/TotalRevenueAmt040208
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990EZ/TypeOfOrganizationOtherDesc0Public Benefit
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.jamesjohnpta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt046
IRS990ScheduleA/InvestmentIncomeCYPct00.00105
IRS990ScheduleA/InvestmentIncomePYPct00.001
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt043882
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043882
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043928
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt07399
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt07399
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02241
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Prom & Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02384
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01041
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0James John Elementary PTA
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.|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, line 49a
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Carla Wootton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05034537314
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0943039323
ReturnHeader/Filer/InCareOfNm0% Mason Marsh
ReturnHeader/Filer/PhoneNum05034537314
ReturnHeader/Filer/USAddress/AddressLine1Txt07439 North Charleston Avenue
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097203
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.59.148.115
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/ReturnTs02019-11-14T09:24:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,387
Liabilities
-
Net assets
$33,387
Revenue
$40,208
Expenses
$44,243
Net income
-$4,035
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