Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2014 • EIN 01-0962319

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 30, 2014

1801 S Bryant AveMoore, OK 73160

(405) 735-4520

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-24%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$21,220

Down $11,492 (-35%) from 2013

Net Assets

Down

$21,220

Down $11,492 (-35%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$39,737

Down $12,588 (-24%) from 2013

Expenses

Up

$48,761

Up $16,771 (+52%) from 2013

Net Income

Down

-$9,024

Down $29,359 (-144%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$21,220
Liabilities$0
Net Assets$21,220

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$39,737
Expenses$48,761
Net Income-$9,024
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 30, 2014
Return Version
2013v3.1
Gross Receipts
$98,269
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
CHILD ADVOCACY-$92,638
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAILEY DAVIDSONPresidentPT$0--
SHANNON MILESSecretary-$0--
DAWN GRADYVice President-$0--
AMY PARSONSTreasurerPT$0--
STEVIE GIBSONHistorian-$0--
DANIELLE LOOPER2nd Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$45,916$45,916$25,790$20,126
Event 2$12,758$12,758$12,400$358
Total Events$70,612$70,612$43,876$26,736
Filing and Contact Details

Filer

EIN
01-0962319

Signing Officer

Name
Heather Staley
Title
President
Phone
4057354520
Signed
2014-10-30
Discuss with paid preparer
Yes

Preparer

Preparer
Dorothy a Reckner
Phone
4057353450
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity miscellaneous grants and donations grantee miscellaneous amount 9,548

Description of other expenses Part I line 16

Description amountbank service fees 573computer expenses 300council dues 100dues and subscriptions 45administrative plaque 101supplies 417art show 35book fair 120class parties and graduation 4,938reflections program 188school improvements 810library books 2,012shade structure 22,450science fair 110spelling bee 32tutoring 79watch dog program 998misc service project expenses 804pta convention 297membership dues 3,212insurance expense 425accounting fees 400

Other changes in net assets or fund balances Part I line 20

Description amountprior year expenses not reported (2,468)

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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt0767
IRS990EZ/BooksInCareOfDetail/PersonNm0SHANNON MILES
IRS990EZ/BooksInCareOfDetail/PhoneNum04057354520
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102641 SE 10TH
IRS990EZ/BooksInCareOfDetail/USAddress/City0MOORE
IRS990EZ/BooksInCareOfDetail/USAddress/State0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode073160
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032712
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04336
IRS990EZ/CostOfGoodsSoldAmt014656
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9024
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt09548
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03837
IRS990EZ/GrossReceiptsAmt098269
IRS990EZ/GrossSalesOfInventoryAmt018493
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04828
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HAILEY DAVIDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON MILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAWN GRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY PARSONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVIE GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIELLE LOOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt52ND VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-2468
IRS990EZ/OtherExpensesTotalAmt038446
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt092638
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043876
IRS990EZ/SpecialEventsNetIncomeLossAmt026736
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048761
IRS990EZ/TotalProgramServiceExpensesAmt092638
IRS990EZ/TotalRevenueAmt039737
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04394
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt089105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0109987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064462
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt072335
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0335889
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0364506
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098269
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0114381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt068831
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083025
IRS990ScheduleA/Total509Grp/TotalAmt0364506
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt098269
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0114381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0364506
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0BIG KAHUNA FUNDRAISER
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt045916
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt020126
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0BIG KAHUNA FUNDRAISING
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt025790
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine10163 SOLANO CIRCLE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/City0ALEDO
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/State0TX
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCode076008
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045916
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045916
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012758
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070612
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BIG KAHUNA
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0THUNDER NGHT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026736
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05686
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043876
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025790
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012400
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt045916
IRS990ScheduleG/TotalNetToOrganizationAmt020126
IRS990ScheduleG/TotalRetainedByContractorsAmt025790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY MISCELLANEOUS GRANTS AND DONATIONS GRANTEE MISCELLANEOUS AMOUNT 9,548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK SERVICE FEES 573COMPUTER EXPENSES 300COUNCIL DUES 100DUES AND SUBSCRIPTIONS 45ADMINISTRATIVE PLAQUE 101SUPPLIES 417ART SHOW 35BOOK FAIR 120CLASS PARTIES AND GRADUATION 4,938REFLECTIONS PROGRAM 188SCHOOL IMPROVEMENTS 810LIBRARY BOOKS 2,012SHADE STRUCTURE 22,450SCIENCE FAIR 110SPELLING BEE 32TUTORING 79WATCH DOG PROGRAM 998MISC SERVICE PROJECT EXPENSES 804PTA CONVENTION 297MEMBERSHIP DUES 3,212INSURANCE EXPENSE 425ACCOUNTING FEES 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTPRIOR YEAR EXPENSES NOT REPORTED (2,468)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER STALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04057354520
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10HERITAGE TRAILS PTA
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0010962319
ReturnHeader/Filer/USAddress/AddressLine101801 S BRYANT AVE
ReturnHeader/Filer/USAddress/City0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073160
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463977256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Details Bookkeeping & Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1033 SW 103rd St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode073139
ReturnHeader/PreparerPersonGrp/PhoneNum04057353450
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOROTHY A RECKNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-30T10:08:16-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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