Civic Intelligence

PTA Oklahoma Congress

EIN 23-7114042 • 501(c)3 • Oklahoma City, OK

Profile

The PTA supports the school faculty, staff and students. Our primary purpose can be categorized under educational/charitable.

9501 S Western AveOklahoma City, OK 73139
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

83rd percentile

39%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$20,658

Up $16,687 (+420%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$20,658

Up $16,687 (+420%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin77th percentile

Revenue

Down

$24,559

Down $10,889 (-31%) from 2023

Expenses

Down

$18,718

Down $28,318 (-60%) from 2023

Net Income

Up

$5,841

Up $17,429 (+150%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2023: $3,971Liabilities 2023: $0Net Assets 2023: $3,9712023Assets 2025: $20,658Liabilities 2025: $0Net Assets 2025: $20,6582025

Highlighted filing

2025

Assets$20,658
Liabilities$0
Net Assets$20,658
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2023: $35,448Expenses 2023: $47,036Net Income 2023: -$11,5882023Revenue 2025: $24,559Expenses 2025: $18,718Net Income 2025: $5,8412025

Highlighted filing

2025

Revenue$24,559
Expenses$18,718
Net Income$5,841
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$20,658
Liabilities
$0
Net assets
$20,658
Revenue
$24,559
Expenses
$18,718
Net income
$5,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$0.00$20.7$24.6$18.7$5.84
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$35.4$47.0$11.6
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 30, 2023
Return Version
2022v5.0
Gross Receipts
$57,149
Mission and Program Overview

Mission

The PTA supports the school faculty, staff and students. Our primary purpose can be categorized under educational/charitable.

Program Services

DescriptionGrantsExpenses
Provided funds to purchase playground equipment for the school's playground. Approximately 500 students benefitted.-$34,363
Provided funds for and planned class parties as well as family involvement events. Approximately 500 students and school families benefitted.-$3,331
Provided funds for and planned teacher/staff appreciation weeks. Approximately 50 faculty/staff benefitted.-$2,847
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne MoralesPresidnetPT$0--
April Galindo LiongcoTreasurerPT$0--
Amanda BalabanVice-PresidentPT$0--
Amanda OlmosSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Kahuna Candy Sales$38,076$38,076$19,878$18,198
Event 2-$0-$0
Total Events$38,076$38,076$19,878$18,198
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
23-7114042
Phone
4056406790
Address
9501 S Western Ave, Oklahoma City, OK 73139

Signing Officer

Name
Anne Morales
Title
President
Phone
4056406790
Signed
2023-08-30

Preparer

Firm
Bright Line Business Services
Address
3805 Joshua Ln, Moore, OK 73165
Preparer
Mallory Needham
Phone
4056406790
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Student Rewards/Incentives: $3,325 Teacher/Staff Appreciation: $2,847 Playground: $34,363 Administrative: $235 Art: $1,072 Insurance: $505 Scholarship: $150 Events: $4,254 Holiday Pictures: $285”

Part I, Line 8

“Amazon Rewards: $66 Box Tops: $152 Coke Rewards: $124 Holiday Pictures: $889 Restaurant Giveback: $1614 Transfer from Savings: $6,927”

Raw XML Appendix209 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/BooksInCareOfDetail/USAddress/CityNm0OKC
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073139
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anne Morales
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1April Galindo Liongco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda Balaban
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amanda Olmos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Presidnet
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt047036
IRS990EZ/OtherRevenueTotalAmt09772
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The PTA supports the school faculty, staff and students. Our primary purpose can be categorized under educational/charitable.
IRS990EZ/ProgramServiceRevenueAmt05849
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided funds for and planned teacher/staff appreciation weeks. Approximately 50 faculty/staff benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided funds for and planned class parties as well as family involvement events. Approximately 500 students and school families benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided funds to purchase playground equipment for the school's playground. Approximately 500 students benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02847
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13331
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt234363
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt019878
IRS990EZ/SpecialEventsNetIncomeLossAmt018198
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt047036
IRS990EZ/TotalProgramServiceExpensesAmt040541
IRS990EZ/TotalRevenueAmt035448
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0748
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011056
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt038076
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt038076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt049880
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt049880
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019878
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Big Kahuna Candy Sales
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038076
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018198
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019878
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019878
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student Rewards/Incentives: $3,325 Teacher/Staff Appreciation: $2,847 Playground: $34,363 Administrative: $235 Art: $1,072 Insurance: $505 Scholarship: $150 Events: $4,254 Holiday Pictures: $285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amazon Rewards: $66 Box Tops: $152 Coke Rewards: $124 Holiday Pictures: $889 Restaurant Giveback: $1614 Transfer from Savings: $6,927
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 8
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne Morales
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04056406790
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0237114042
ReturnHeader/Filer/PhoneNum04056406790
ReturnHeader/Filer/USAddress/AddressLine1Txt09501 S Western Ave
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073139
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0854361909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bright Line Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03805 Joshua Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Moore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073165
ReturnHeader/PreparerPersonGrp/PhoneNum04056406790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mallory Needham
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-30T16:59:35Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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