Civic Intelligence

PTA Oklahoma Congress Carnegie Elementary

990EZ • Fiscal year 2021 • EIN 23-7104681

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 03, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

21st percentile

-15%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

34th percentile

-3.2%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$151,530

Down $4,991 (-3.2%) from 2020

Net Assets

Down

$151,530

Down $4,991 (-3.2%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$32,880

Down $39,072 (-54%) from 2020

Expenses

Down

$37,875

Down $26,545 (-41%) from 2020

Net Income

Down

-$4,995

Down $12,527 (-166%) from 2020

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

2021

Assets$151,530
Liabilities-
Net Assets$151,530

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

2021

Revenue$32,880
Expenses$37,875
Net Income-$4,995
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 3, 2021
Return Version
2020v4.0
Gross Receipts
$56,661
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.-$34,714
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER PERRAULTPresident-$0--
ERIN JAMESVice Preside-$0--
TABITHA MOSSSecretary-$0--
KELSEY CAMPBELLTreasurerPT$0--
ABBY CAVNESSTreasurer El-$0--
ALICIA BRADFORDParliamentar-$0--
KENDALL MAMBUCAMembership D-$0--
JILL SLEDGECouncil Dele-$0--
LAUREN SHEPHARDVolunteer Co-$0--
CHELSEA MAJORFundraiser D-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Night$43,967$43,967$19,690$24,277
Total Events$43,967$43,967$19,690$24,277
Filing and Contact Details

Filer

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

Signing Officer

Name
Kelsey Campbell
Title
Treasurer
Phone
9188339440
Signed
2021-09-03

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 276 general liability ins 455 action based learning 270 bank service charge 1,008 bulletin board expense 37 carnegie gifts and endowm 14,027 field trip 270 fifth grade expenses 6,430 fifth grade gift 1,623 kindergarten cooking supp 111 kleenex/wipes 71 library expense 3,446 miscellaneous 1,316 president's fund 200 pta dues over receipts 2,013 red ribbon week 65 steam enrichment 176 sunshine fund 1,364 teacher funds 4,255 technology 45 total 37,458

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.

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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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CompensationExplanation/CompensationExplanationGrp/PersonNm4ABBY CAVNESS
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037458
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES/OFFICE EXP 276 GENERAL LIABILITY INS 455 ACTION BASED LEARNING 270 BANK SERVICE CHARGE 1,008 BULLETIN BOARD EXPENSE 37 CARNEGIE GIFTS AND ENDOWM 14,027 FIELD TRIP 270 FIFTH GRADE EXPENSES 6,430 FIFTH GRADE GIFT 1,623 KINDERGARTEN COOKING SUPP 111 KLEENEX/WIPES 71 LIBRARY EXPENSE 3,446 MISCELLANEOUS 1,316 PRESIDENT'S FUND 200 PTA DUES OVER RECEIPTS 2,013 RED RIBBON WEEK 65 STEAM ENRICHMENT 176 SUNSHINE FUND 1,364 TEACHER FUNDS 4,255 TECHNOLOGY 45 TOTAL 37,458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1B/S ADJUSTMENT TO MATCH FINANCIALS 0
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELSEY CAMPBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09188339440
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CARNEGIE ELEMENTARY
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/PreparationDt02021-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL MURET CPA
ReturnHeader/ReturnTs02021-09-09T09:27:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KANDACE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TERWILLIGER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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