Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
PTA Oregon Congress
990EZ • Fiscal year 2023 • EIN 94-3073411
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Down$76,755
Down $28,706 (-27%) from 2022
Net Assets
Down$76,755
Down $28,706 (-27%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$89,044
Down $705 (-0.8%) from 2022
Expenses
Up$117,750
Up $67,887 (+136%) from 2022
Net Income
Down-$28,706
Down $68,592 (-172%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Nov 10, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $89,044
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
| Description | Grants | Expenses |
|---|---|---|
| As the fiscal agent for the Grant Band program, we manage funds for their activities (fundraising, donations and expenses) | - | $74,841 |
| As the fiscal agent for the Grant Choir program, we manage funds for their activities (fundraising, donation and expenses) | - | $31,125 |
| Teachers are encouraged to apply for our PTA grants. These were used to enhance the educational experiences for the students. In addition, we hosted events in appreciation of the school staff, funded Writers in Schools and made contributions to the local clothing center. | $5,195 | $9,398 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Alison Kalmanson | President | PT | $0 | - | - |
| Melissa Sullivan | Vice President | - | $0 | - | - |
| Meagan Schutte | Secretary | - | $0 | - | - |
| Tricia Christensen | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Pta Oregon Congress
- EIN
- 94-3073411
- Address
- 2245 NE 36th Ave, Portland, OR 97213
Signing Officer
- Name
- Marah Bean
- Title
- Treasurer
- Signed
- 2023-11-10
Supplemental Narrative
Additional Explanations
Part I, Line 10
“Donations to classrooms for materials & guest visitors to enhance the learning experience Appreciation events for school staff Donation to local PTA Clothing Center”
Part I, Line 16
“Band and choir expenses related to competitions and shows (entrance fees, venue fees, travel expenses) Band and choir expenses for materials and instruments Filing fees, insurance, software”
Raw XML Appendix119 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 1151 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Marah Bean |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5037401904 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3130 NE 30th Ave |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Portland |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97212 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 105461 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 76755 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 83887 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -28706 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 15352 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 105461 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 76755 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 9398 |
| IRS990EZ/GrossReceiptsAmt | 0 | 89044 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 13 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 5144 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 105461 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 76755 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 105461 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 76755 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Alison Kalmanson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Melissa Sullivan |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Meagan Schutte |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Tricia Christensen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherEmployeePaidOver100kCnt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 91849 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | As the fiscal agent for the Grant Band program, we manage funds for their activities (fundraising, donations and expenses) |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | As the fiscal agent for the Grant Choir program, we manage funds for their activities (fundraising, donation and expenses) |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Teachers are encouraged to apply for our PTA grants. These were used to enhance the educational experiences for the students. In addition, we hosted events in appreciation of the school staff, funded Writers in Schools and made contributions to the local clothing center. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 5195 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 74841 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 31125 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 9398 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 117750 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 115364 |
| IRS990EZ/TotalRevenueAmt | 0 | 89044 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 89031 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 89737 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 178768 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 13 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 12 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 25 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.99990 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 178768 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 89031 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 89737 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 178768 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 178793 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Donations to classrooms for materials & guest visitors to enhance the learning experience Appreciation events for school staff Donation to local PTA Clothing Center |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Band and choir expenses related to competitions and shows (entrance fees, venue fees, travel expenses) Band and choir expenses for materials and instruments Filing fees, insurance, software |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, Line 16 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Marah Bean |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PTA OREGON CONGRESS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PTAO |
| ReturnHeader/Filer/EIN | 0 | 943073411 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2245 NE 36th Ave |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Portland |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97213 |
| ReturnHeader/ReturnTs | 0 | 2023-11-10T21:07:17Z |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $76,755
- Liabilities
- -
- Net assets
- $76,755
- Revenue
- $89,044
- Expenses
- $117,750
- Net income
- -$28,706