Civic Intelligence

PTA Oklahoma Congress Carnegie Elementary

990EZ • Fiscal year 2016 • EIN 23-7104681

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 23, 2016

4309 East 56th StreetTulsa, OK 74135

(918) 301-1100

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

123%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$113,861

Up $26,773 (+31%) from 2015

Net Assets

Up

$113,861

Up $26,773 (+31%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$106,190

Up $58,497 (+123%) from 2015

Expenses

Up

$80,078

Up $19,318 (+32%) from 2015

Net Income

Up

$26,112

Up $39,179 (+300%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $100,155Net Assets 2014: $100,1552014Assets 2015: $87,088Net Assets 2015: $87,0882015Assets 2016: $113,861Net Assets 2016: $113,8612016Assets 2017: $140,472Net Assets 2017: $140,4722017Assets 2018: $151,293Net Assets 2018: $151,2932018Assets 2019: $148,989Net Assets 2019: $148,9892019Assets 2020: $156,521Net Assets 2020: $156,5212020Assets 2021: $151,530Net Assets 2021: $151,5302021Assets 2022: $180,590Net Assets 2022: $180,5902022Assets 2023: $205,465Net Assets 2023: $205,4652023Assets 2024: $217,773Net Assets 2024: $217,7732024Assets 2025: $189,641Net Assets 2025: $189,6412025

Highlighted filing

2016

Assets$113,861
Liabilities-
Net Assets$113,861

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $52,936Expenses 2014: $60,469Net Income 2014: -$7,5332014Revenue 2015: $47,693Expenses 2015: $60,760Net Income 2015: -$13,0672015Revenue 2016: $106,190Expenses 2016: $80,078Net Income 2016: $26,1122016Revenue 2017: $76,524Expenses 2017: $49,913Net Income 2017: $26,6112017Revenue 2018: $55,703Expenses 2018: $44,882Net Income 2018: $10,8212018Revenue 2019: $46,854Expenses 2019: $49,157Net Income 2019: -$2,3032019Revenue 2020: $71,952Expenses 2020: $64,420Net Income 2020: $7,5322020Revenue 2021: $32,880Expenses 2021: $37,875Net Income 2021: -$4,9952021Revenue 2022: $56,978Expenses 2022: $27,918Net Income 2022: $29,0602022Revenue 2023: $73,048Expenses 2023: $48,174Net Income 2023: $24,8742023Revenue 2024: $49,563Expenses 2024: $37,255Net Income 2024: $12,3082024Revenue 2025: $18,536Expenses 2025: $46,673Net Income 2025: -$28,1372025

Highlighted filing

2016

Revenue$106,190
Expenses$80,078
Net Income$26,112
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 23, 2016
Return Version
2015v2.1
Gross Receipts
$138,890
Mission and Program Overview

Mission

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Program Services

DescriptionGrantsExpenses
FORM FAMILY-SCHOOL PARTNERSHIPS WORKING TO SUPPORT STUDENT LEARNING, IMPOROVE PHYSICAL AND EMOTIONAL HEALTH AND SAFETY, AND ENABLE THE EXPLORATION OF ARTS AND CULTURE.-$73,446
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN RATHPresident-$0--
DEANGELA CALLISONTreasurer-$0--
KATHY GARNERPresident El-$0--
STACY MARGOLISSecretary-$0--
DEBORAH LAGRONECorporate Li-$0--
HEATHER TAYLORMembership C-$0--
ANNIE SIMPSONParliamentar-$0--
SHELIE CHAVEZCouncil Dele-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Night$43,816$43,816$10,775$33,041
Jog-a-thon$10,701$10,701$1,473$9,228
Total Events$94,986$94,986$18,717$76,269
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
23-7104681
Address
4309 EAST 56TH STREET, TULSA, OK 74135

Signing Officer

Name
Deangela Callison
Title
Treasurer
Phone
9188339440
Signed
2016-08-23

Preparer

Firm
Muret CPA Pllc
Address
3326 E 27TH PLACE, TULSA, OK 74114-5910
Preparer
Paul Muret CPA
Phone
9183011100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 20 supplies/office exp 560 general liability ins 365 art program 44,200 classroom party 149 field trip 2,949 hospitality 129 ja biz town 1,550 kindergarten cooking supp 205 kleenex/wipes 345 landscape maintenance 118 library expense 3,438 plays & programs 496 president's fund 238 principal's fund 551 science enrichment 1,945 bank service charge 70 sunshine fund 1,067 teacher funds 2,512 testing snacks 15 pta dues over receipts 1,762 fifth grade expenses 12,238 physical education 58 pta membership promotion 83 spelling bee 136 total 75,199

Form 990-ez, Part I, Line 20

B/s adjustment to match financials 660

Form 990-ez, Part III

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Raw XML Appendix178 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0660
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IRS990EZ/PrintingPublicationsPostageAmt04179
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073446
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 20 SUPPLIES/OFFICE EXP 560 GENERAL LIABILITY INS 365 ART PROGRAM 44,200 CLASSROOM PARTY 149 FIELD TRIP 2,949 HOSPITALITY 129 JA BIZ TOWN 1,550 KINDERGARTEN COOKING SUPP 205 KLEENEX/WIPES 345 LANDSCAPE MAINTENANCE 118 LIBRARY EXPENSE 3,438 PLAYS & PROGRAMS 496 PRESIDENT'S FUND 238 PRINCIPAL'S FUND 551 SCIENCE ENRICHMENT 1,945 BANK SERVICE CHARGE 70 SUNSHINE FUND 1,067 TEACHER FUNDS 2,512 TESTING SNACKS 15 PTA DUES OVER RECEIPTS 1,762 FIFTH GRADE EXPENSES 12,238 PHYSICAL EDUCATION 58 PTA MEMBERSHIP PROMOTION 83 SPELLING BEE 136 TOTAL 75,199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1B/S ADJUSTMENT TO MATCH FINANCIALS 660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEANGELA CALLISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09188339440
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CARNEGIE ELEMENRAY
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0237104681
ReturnHeader/Filer/USAddress/AddressLine1Txt04309 EAST 56TH STREET
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074135
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200541859
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURET CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03326 E 27TH PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741145910
ReturnHeader/PreparerPersonGrp/PhoneNum09183011100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL MURET CPA
ReturnHeader/ReturnTs02016-08-24T09:53:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits