Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
PTA Oklahoma Congress Carnegie Elementary
990EZ • Fiscal year 2020 • EIN 23-7104681
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
58th percentile
Higher net margin than 58% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
52nd percentile
Faster asset growth than 52% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
Balance Sheet
Assets
Up$156,521
Up $7,532 (+5.1%) from 2019
Net Assets
Up$156,521
Up $7,532 (+5.1%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$71,952
Up $25,098 (+54%) from 2019
Expenses
Up$64,420
Up $15,263 (+31%) from 2019
Net Income
Up$7,532
Up $9,835 (+427%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Aug 27, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $98,649
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
| Description | Grants | Expenses |
|---|---|---|
| FORM FAMILY-SCHOOL PARTNERSHIPS WORKING TO SUPPORT STUDENT LEARNING, IMPOROVE PHYSICAL AND EMOTIONAL HEALTH AND SAFETY, AND ENABLE THE EXPLORATION OF ARTS AND CULTURE. | - | $60,563 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| FRANCES MALOY | President | - | $0 | - | - |
| KANDACE TERWILLIGER | Treasurer | PT | $0 | - | - |
| TABI MOSS | Secretary | - | $0 | - | - |
| JENNIFER PERRAULT | Volunteer Co | - | $0 | - | - |
| JILL SLEDGE | Council Dele | - | $0 | - | - |
| KARRI LIVENGOOD | Membership C | - | $0 | - | - |
| KENDALL MAMBUCA | Parliamentar | - | $0 | - | - |
| TARA DAY | Corporate Li | - | $0 | - | - |
| ERIN JAMES | Resource Fac | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Auction Night | $60,023 | $60,023 | $7,829 | $52,194 |
| Big Kahuna | $6,448 | $6,448 | $982 | $5,466 |
| Total Events | $66,471 | $66,471 | $8,811 | $57,660 |
Filing and Contact Details
Filer
- Filer Name
- Pta Oklahoma Congress
- EIN
- 23-7104681
- Address
- 4309 EAST 56TH STREET, TULSA, OK 74135
Signing Officer
- Name
- Kandace Terwilliger
- Title
- Treasurer
- Phone
- 9188339440
- Signed
- 2020-08-27
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 supplies/office exp 277 general liability ins 455 field trip 2,517 fifth grade expenses 647 fifth grade gift 1,801 kindergarten cooking supp 86 kleenex/wipes 1,128 library expense 3,016 miscellaneous 2,081 paypal fees 148 plays & programs 95 pta dues over receipts 1,857 spelling bee 19 steam enrichment 2,883 student planners 1,097 sunshine fund 2,531 ta allocation 38,279 teacher funds 3,627 total 62,544”
Form 990-ez, Part I, Line 20
“B/s adjustment to match financials 0”
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 Appendix190 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/BooksInCareOfDetail/PhoneNum | 0 | 9183011100 |
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| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OK |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 156521 |
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| IRS990EZ/CostOfGoodsSoldAmt | 0 | 6866 |
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 7532 |
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| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 3597 |
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| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 10463 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | FRANCES MALOY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KANDACE TERWILLIGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TABI MOSS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JENNIFER PERRAULT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JILL SLEDGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KARRI LIVENGOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | KENDALL MAMBUCA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | TARA DAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | ERIN JAMES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VOLUNTEER CO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | COUNCIL DELE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | MEMBERSHIP C |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PARLIAMENTAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | CORPORATE LI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | RESOURCE FAC |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 62544 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1501 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FORM FAMILY-SCHOOL PARTNERSHIPS WORKING TO SUPPORT STUDENT LEARNING, IMPOROVE PHYSICAL AND EMOTIONAL HEALTH AND SAFETY, AND ENABLE THE EXPLORATION OF ARTS AND CULTURE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 60563 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 19831 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 65886 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 64420 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 60563 |
| IRS990EZ/TotalRevenueAmt | 0 | 71952 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 2469 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3282 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2085 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2160 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2066 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 12062 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 93012 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 67274 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 78886 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 98276 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 132922 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 470370 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 3168 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 4334 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 3605 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 3915 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3902 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 18924 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99980 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 501356 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 98649 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 74890 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 84576 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 104351 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 138890 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 501356 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 98649 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 74890 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 84576 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 104351 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 138890 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 501356 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 8811 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | AUCTION NIGHT |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | BIG KAHUNA |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 60023 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 6448 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 66471 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 60023 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 6448 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 66471 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 57660 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 8811 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 7829 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 982 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES SUPPLIES/OFFICE EXP 277 GENERAL LIABILITY INS 455 FIELD TRIP 2,517 FIFTH GRADE EXPENSES 647 FIFTH GRADE GIFT 1,801 KINDERGARTEN COOKING SUPP 86 KLEENEX/WIPES 1,128 LIBRARY EXPENSE 3,016 MISCELLANEOUS 2,081 PAYPAL FEES 148 PLAYS & PROGRAMS 95 PTA DUES OVER RECEIPTS 1,857 SPELLING BEE 19 STEAM ENRICHMENT 2,883 STUDENT PLANNERS 1,097 SUNSHINE FUND 2,531 TA ALLOCATION 38,279 TEACHER FUNDS 3,627 TOTAL 62,544 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | B/S ADJUSTMENT TO MATCH FINANCIALS 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2020-11-19 02:30:22Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KANDACE TERWILLIGER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9188339440 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-08-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PTA OKLAHOMA CONGRESS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | CARNEGIE ELEMENTARY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PTAO |
| ReturnHeader/Filer/EIN | 0 | 237104681 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4309 EAST 56TH STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TULSA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 74135 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 9E787D6E0D79032C2396F099CE66BE196535E490 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 8571F9BAB430007FBC6E303F35E1876853EC73EB |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 70.167.71.137 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-09-04 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 08:41:13 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 200541859 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MURET CPA PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3326 E 27TH PLACE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TULSA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 741145910 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9183011100 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-08-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | PAUL MURET CPA |
| ReturnHeader/ReturnTs | 0 | 2020-09-04T08:41:13-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $156,521
- Liabilities
- -
- Net assets
- $156,521
- Revenue
- $71,952
- Expenses
- $64,420
- Net income
- $7,532