Civic Intelligence

PTA Oklahoma Congress

EIN 01-0962319 • 501(c)3 • Moore, OK

Profile

The organizations primary purpose is to provide a support system to the faculty and staff of Heritage Trails.

1801 S Bryant AveMoore, OK 73160

ht.my-pta.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

22nd percentile

-23%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

27th percentile

-24%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-24%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$12,774

Down $4,095 (-24%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$12,774

Down $4,095 (-24%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin22nd percentile

Revenue

Down

$18,172

Down $5,895 (-24%) from 2024

Expenses

Down

$22,267

Down $700 (-3.0%) from 2024

Net Income

Down

-$4,095

Down $5,195 (-472%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$60K$40K$20K$0Assets 2012: $12,377Net Assets 2012: $12,3772012Assets 2013: $32,712Liabilities 2013: $0Net Assets 2013: $32,7122013Assets 2014: $21,220Liabilities 2014: $0Net Assets 2014: $21,2202014Assets 2015: $41,944Liabilities 2015: $0Net Assets 2015: $41,9442015Assets 2016: $19,069Liabilities 2016: $0Net Assets 2016: $19,0692016Assets 2017: $30,301Liabilities 2017: $0Net Assets 2017: $30,3012017Assets 2018: $31,151Liabilities 2018: $0Net Assets 2018: $31,1512018Assets 2020: $25,806Liabilities 2020: $0Net Assets 2020: $25,8062020Assets 2022: $18,319Liabilities 2022: $0Net Assets 2022: $18,3192022Assets 2023: $15,769Liabilities 2023: $0Net Assets 2023: $15,7692023Assets 2024: $16,869Liabilities 2024: $0Net Assets 2024: $16,8692024Assets 2025: $12,774Liabilities 2025: $0Net Assets 2025: $12,7742025

Highlighted filing

2025

Assets$12,774
Liabilities$0
Net Assets$12,774
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $27,854Expenses 2012: $18,691Net Income 2012: $9,1632012Revenue 2013: $52,325Expenses 2013: $31,990Net Income 2013: $20,3352013Revenue 2014: $39,737Expenses 2014: $48,761Net Income 2014: -$9,0242014Revenue 2015: $35,891Expenses 2015: $15,167Net Income 2015: $20,7242015Revenue 2016: -$12,360Expenses 2016: $10,515Net Income 2016: -$22,8752016Revenue 2017: $16,799Expenses 2017: $5,567Net Income 2017: $11,2322017Revenue 2018: $6,371Expenses 2018: $5,521Net Income 2018: $8502018Revenue 2020: $19,231Expenses 2020: $26,372Net Income 2020: -$7,1412020Revenue 2022: $24,527Expenses 2022: $19,327Net Income 2022: $5,2002022Revenue 2023: $27,580Expenses 2023: $30,130Net Income 2023: -$2,5502023Revenue 2024: $24,067Expenses 2024: $22,967Net Income 2024: $1,1002024Revenue 2025: $18,172Expenses 2025: $22,267Net Income 2025: -$4,0952025

Highlighted filing

2025

Revenue$18,172
Expenses$22,267
Net Income-$4,095
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,774
Liabilities
$0
Net assets
$12,774
Revenue
$18,172
Expenses
$22,267
Net income
-$4,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$18.2$22.3$4.10
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$24.1$23.0$1.10
2023Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$27.6$30.1$2.55
2022Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$24.5$19.3$5.20
2020Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$19.2$26.4$7.14
2018Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$6.37$5.52$0.85
2017Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$16.8$5.57$11.2
2016Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$12.4$10.5$22.9
2015Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$35.9$15.2$20.7
2014Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$39.7$48.8$9.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.7$0.00$32.7$52.3$32.0$20.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$12.4$27.9$18.7$9.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 14, 2025
Return Version
2024v5.0
Gross Receipts
$27,375
Mission and Program Overview

Mission

CHILD ADVOCACY

The organization's primary exempt purpose is to provide a support system to the parents, staff and students of Heritage Trails Elementary.

Program Services

DescriptionGrantsExpenses
The PTA provided money for class supplies and site improvements at the school which were utilized by all faculty, staff and students- approximately 550 benefited.-$2,975
The PTA provided money for class parties and field trips which benefited all students at the school- approximately 550 benefited.-$2,755
The PTA hosted a Halloween Bash- approximately 350 attendees.-$1,167
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie Bennett-JonesPresidentPT$0--
Shanna SpagnuoloSecretaryPT$0--
Michelle BurksSecretaryPT$0--
Jenny PotterTreasurerPT$0--
Deanna WilesHistorianPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$19,272$19,272$9,203$10,069
Event 2-$0-$0
Total Events$19,272$19,272$9,203$10,069
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
01-0962319
Address
1801 S BRYANT AVE, MOORE, OK 73160

Signing Officer

Name
Jenny Potter
Title
Treasurer
Signed
2025-09-14
Discuss with paid preparer
Yes

Preparer

Preparer
Mallory Needham
Phone
4056406790
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Back to School Night: $999 Insurance: $445 Concessions: $813 Camp Classen: $2879 Halloween Bash: $1167 Library Donation: $976 6th Grade Promotion: $478 Summer Bash: $800 Super Kids Day: $842 Calendar: $49 Class Parties & Field Trips: $2,755 Class Supplies & Site Improvement: $2,975 Outdoor Education Center: $1,139 Popcorn: $932 Staff Appreciation: $1,885”

Raw XML Appendix201 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/USAddress/CityNm0Moore
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073160
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Julie Bennett-Jones
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jenny Potter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Deanna Wiles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Historian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt019134
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary exempt purpose is to provide a support system to the parents, staff and students of Heritage Trails Elementary.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt05948
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA provided money for class parties and field trips which benefited all students at the school- approximately 550 benefited.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The PTA hosted a Halloween Bash- approximately 350 attendees.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02975
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12755
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21167
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09203
IRS990EZ/SpecialEventsNetIncomeLossAmt010069
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalExpensesAmt022267
IRS990EZ/TotalProgramServiceExpensesAmt06897
IRS990EZ/TotalRevenueAmt018172
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0652
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Back to School Night: $999 Insurance: $445 Concessions: $813 Camp Classen: $2879 Halloween Bash: $1167 Library Donation: $976 6th Grade Promotion: $478 Summer Bash: $800 Super Kids Day: $842 Calendar: $49 Class Parties & Field Trips: $2,755 Class Supplies & Site Improvement: $2,975 Outdoor Education Center: $1,139 Popcorn: $932 Staff Appreciation: $1,885
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jenny Potter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0010962319
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 S BRYANT AVE
ReturnHeader/Filer/USAddress/CityNm0MOORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073160
ReturnHeader/PreparerPersonGrp/PhoneNum04056406790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mallory Needham
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-15T11:57:50Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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