Civic Intelligence

PTA Oklahoma Congress Carnegie Elementary

990EZ • Fiscal year 2022 • EIN 23-7104681

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 21, 2022

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

73%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$180,590

Up $29,060 (+19%) from 2021

Net Assets

Up

$180,590

Up $29,060 (+19%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$56,978

Up $24,098 (+73%) from 2021

Expenses

Down

$27,918

Down $9,957 (-26%) from 2021

Net Income

Up

$29,060

Up $34,055 (+682%) from 2021

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

2022

Assets$180,590
Liabilities-
Net Assets$180,590

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

2022

Revenue$56,978
Expenses$27,918
Net Income$29,060
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 21, 2022
Return Version
2021v4.0
Gross Receipts
$101,917
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.-$24,013
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN JAMESPresident-$0--
TABITHA MOSSVice Preside-$0--
JENNIFER PERRAULTSecretary-$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$57,765$57,765$26,750$31,015
Total Events$57,765$57,765$26,750$31,015
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
9182823579
Signed
2022-10-21

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 434 zoom subscription 232 general liability ins 455 bank service charge 3 equipment replacement 436 field day 46 field trip 4,017 fifth grade expenses 1,388 janitorial appreciation 350 kindergarten cooking supp 233 kindergarten orientation 19 kleenex/wipes 965 library expense 3,328 membership hub fees 111 miscellaneous 4,169 physical education 216 president's fund 5 pta dues over receipts 2,184 red ribbon week 13 retirement and recognitio 26 student planners 532 sunshine fund 2,655 teacher funds 4,298 testing snacks 329 total 26,444

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 Appendix186 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES/OFFICE EXP 434 ZOOM SUBSCRIPTION 232 GENERAL LIABILITY INS 455 BANK SERVICE CHARGE 3 EQUIPMENT REPLACEMENT 436 FIELD DAY 46 FIELD TRIP 4,017 FIFTH GRADE EXPENSES 1,388 JANITORIAL APPRECIATION 350 KINDERGARTEN COOKING SUPP 233 KINDERGARTEN ORIENTATION 19 KLEENEX/WIPES 965 LIBRARY EXPENSE 3,328 MEMBERSHIP HUB FEES 111 MISCELLANEOUS 4,169 PHYSICAL EDUCATION 216 PRESIDENT'S FUND 5 PTA DUES OVER RECEIPTS 2,184 RED RIBBON WEEK 13 RETIREMENT AND RECOGNITIO 26 STUDENT PLANNERS 532 SUNSHINE FUND 2,655 TEACHER FUNDS 4,298 TESTING SNACKS 329 TOTAL 26,444
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/PhoneNum09182823579
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CARNEGIE ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0237104681
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MURET CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03326 E 27TH PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
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ReturnHeader/PreparerPersonGrp/PhoneNum09183011100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL MURET CPA
ReturnHeader/ReturnTs02022-10-26T10:26:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KANDACE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TERWILLIGER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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