Civic Intelligence

PTA Oregon Congress

990EZ • Fiscal year 2022 • EIN 94-3073411

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 13, 2022

Organization ProfileWWW.PPS.NET/DOMAIN/3759
2245 NE 36th AvePortland, OR 97213

(925) 918-1465

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

49th percentile

8.0%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$105,461

Up $20,571 (+24%) from 2020

Net Assets

$105,461

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$89,749

Up $12,802 (+17%) from 2020

Expenses

Up

$49,863

Up $9,927 (+25%) from 2020

Net Income

Up

$39,886

Up $2,875 (+7.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$150K$100K$50K$0Assets 2019: $48,044Liabilities 2019: $167Net Assets 2019: $47,8772019Assets 2020: $84,890Liabilities 2020: $02020Assets 2022: $105,461Net Assets 2022: $105,4612022Assets 2023: $76,755Net Assets 2023: $76,7552023Assets 2024: $20,788Net Assets 2024: $20,7882024

Highlighted filing

2022

Assets$105,461
Liabilities-
Net Assets$105,461
Open 2022 Filing

Operations Trend

Revenue Growth49th percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $248,867Expenses 2019: $253,273Net Income 2019: -$4,4062019Revenue 2020: $76,947Expenses 2020: $39,936Net Income 2020: $37,0112020Revenue 2022: $89,749Expenses 2022: $49,863Net Income 2022: $39,8862022Revenue 2023: $89,044Expenses 2023: $117,750Net Income 2023: -$28,7062023Revenue 2024: $9,677Expenses 2024: $10,750Net Income 2024: -$1,0732024

Highlighted filing

2022

Revenue$89,749
Expenses$49,863
Net Income$39,886
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 13, 2022
Return Version
2021v4.0
Gross Receipts
$119,388
Mission and Program Overview

Mission

To advocate for the health, safety and education of students at Grant High School and in the broader community. We are affiliated with the PTA at the local, state and national levels. In addition to being the fiscal agent for the Grant Band and Choir programs, we give direct support to the students and teachers at Grant and provide a forum for family involvement.

Program Services

DescriptionGrantsExpenses
As the fiscal agent for the Grant BAND program, we manage funds for their activities (fundraising, donation and expenses)-$29,879
Teachers are encouraged to apply for our PTA Grant - in 2021-22. These were used to enhance the educational experience for the students. In addition, we hosted events in appreciation of the school staff, funded Writers in Schools & made contributions to the local clothing center and senior all night party.$3,000$8,511
As the fiscal agent for the Grant Choir program, we manage funds for their activities (fundraising, donation and expenses)-$7,516
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tricia ChristensenTreasurerPT$0--
Alison KalmansonPresidentPT$0--
Meagan SchutteSecretary-$0--
Melissa SullivanVice President-$0--
Filing and Contact Details

Filer

Filer Name
Pta Oregon Congress
EIN
94-3073411
Phone
9259181465
Address
2245 NE 36th Ave, Portland, OR 97213

Signing Officer

Name
Tricia Christensen
Title
Treasurer
Phone
9259181465
Signed
2022-11-13
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Donations to classrooms for materials & guest visitors to enhance the learning experience (equity; art; writing; language) Appreciation events for school staff Contribution to local PTA Clothing Center & student events”

Part I, Line 16

“Band and choir expenses related to competitions & shows (entrance fees; venue fees; travel expenses; food/lodging expenses) Software, filing fees; processing fees”

Raw XML Appendix124 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/BenefitsPaidToOrForMembersAmt01510
IRS990EZ/BooksInCareOfDetail/PersonNm0Tricia Christensen
IRS990EZ/BooksInCareOfDetail/PhoneNum09259181465
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02935 NE 36th Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097212
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065575
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105461
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt084552
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt039886
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08944
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065575
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105461
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08511
IRS990EZ/GrossReceiptsAmt0119388
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05185
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065575
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105461
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065575
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105461
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tricia Christensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alison Kalmanson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Meagan Schutte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt030898
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To advocate for the health, safety and education of students at Grant High School and in the broader community. We are affiliated with the PTA at the local, state and national levels. In addition to being the fiscal agent for the Grant Band and Choir programs, we give direct support to the students and teachers at Grant and provide a forum for family involvement.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0As the fiscal agent for the Grant BAND program, we manage funds for their activities (fundraising, donation and expenses)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1As the fiscal agent for the Grant Choir program, we manage funds for their activities (fundraising, donation and expenses)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teachers are encouraged to apply for our PTA Grant - in 2021-22. These were used to enhance the educational experience for the students. In addition, we hosted events in appreciation of the school staff, funded Writers in Schools & made contributions to the local clothing center and senior all night party.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029879
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17516
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt28511
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049863
IRS990EZ/TotalProgramServiceExpensesAmt045906
IRS990EZ/TotalRevenueAmt089749
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt089737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt089737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt089737
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt089737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt089737
IRS990ScheduleA/TotalSupportAmt089749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Donations to classrooms for materials & guest visitors to enhance the learning experience (equity; art; writing; language) Appreciation events for school staff Contribution to local PTA Clothing Center & student events
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Band and choir expenses related to competitions & shows (entrance fees; venue fees; travel expenses; food/lodging expenses) Software, filing fees; processing fees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tricia Christensen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09259181465
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OREGON CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0943073411
ReturnHeader/Filer/PhoneNum09259181465
ReturnHeader/Filer/USAddress/AddressLine1Txt02245 NE 36th Ave
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097213
ReturnHeader/ReturnTs02022-11-14T01:21:19Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,461
Liabilities
-
Net assets
$105,461
Revenue
$89,749
Expenses
$49,863
Net income
$39,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.10$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.89$1.18$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.90$0.50$0.40
2020Summary only. Only limited summary data is available for this year.$0.85$0.00$0.77$0.40$0.37
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$2.49$2.53$0.04