Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2017 • EIN 23-7123564

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 31, 2017

852 SW 11thOklahoma City, OK 73160

(405) 735-4430

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-33%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$13,310

Down $6,536 (-33%) from 2016

Net Assets

Down

$13,310

Down $6,536 (-33%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$32,865

Down $4,297 (-12%) from 2016

Expenses

Up

$39,401

Up $6,319 (+19%) from 2016

Net Income

Down

-$6,536

Down $10,616 (-260%) from 2016

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2015: $15,766Liabilities 2015: $0Net Assets 2015: $15,7662015Assets 2016: $19,846Liabilities 2016: $0Net Assets 2016: $19,8462016Assets 2017: $13,310Liabilities 2017: $0Net Assets 2017: $13,3102017Assets 2018: $15,913Liabilities 2018: $0Net Assets 2018: $15,9132018Assets 2019: $12,392Liabilities 2019: $0Net Assets 2019: $12,3922019

Highlighted filing

2017

Assets$13,310
Liabilities$0
Net Assets$13,310

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $87,678Expenses 2015: $77,714Net Income 2015: $9,9642015Revenue 2016: $37,162Expenses 2016: $33,082Net Income 2016: $4,0802016Revenue 2017: $32,865Expenses 2017: $39,401Net Income 2017: -$6,5362017Revenue 2018: $38,577Expenses 2018: $35,974Net Income 2018: $2,6032018Revenue 2019: $29,941Expenses 2019: $33,462Net Income 2019: -$3,5212019

Highlighted filing

2017

Revenue$32,865
Expenses$39,401
Net Income-$6,536
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 31, 2017
Return Version
2016v3.0
Gross Receipts
$45,751
Mission and Program Overview

Mission

Provide classroom supplies for student

Program Services

DescriptionGrantsExpenses
PROVIDE TEACHER AWARDS CLASSROOM SUPPLIES AND SNACKS FOR CHILDREN ATTAENDING SCHOOL-$39,401
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE CALVERT MORRISPresidentPT$0--
ECHO MACKEYVice PresidentPT$0--
HEATHER MORALESTreasurerPT$0--
LINDA SULLIVANSecretaryPT$0--
MARIA HANNIGANCo Vice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chocolate Sa----
Filing and Contact Details

Filer

Filer Name
Plaza Towers Pta
EIN
23-7123564
Address
852 SW 11TH, OKLAHOMA CITY, OK 73160

Signing Officer

Name
Natalie Calvert Morris
Title
President
Phone
4057354430
Signed
2017-07-31
Discuss with paid preparer
No

Preparer

Firm
Eubanks Tax Service Inc
Address
3020 S Wofford Ave, Oklahoma City, OK 73115
Preparer
Vickie Eubanks
Phone
4056708121
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amount6th grade end of year 1,724academic excellence 1,590admin 1,446angenda 4th through 6th 763ar store 1,369back to school supplies 448box tops 55camp classen 284carnival 965community service outreach 154class parties 1,425convention 1,205dues 175facilities and equipment 1,383family fun night 2,475field trips 1,143founders day 153hospitality 765insurance 550memberships 1,404music 360panther run 570pe equipment 400red ribbon 782santa store 4,069snacks 1,008super kids day 122t shirts 3,753teacher appreciation 2,451teacher requests 850testing 904weekly readers 2,135yearbook 2,521

Raw XML Appendix161 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/PersonNm0NATALIE CALVERT MORRIS
IRS990EZ/BooksInCareOfDetail/PhoneNum04057354430
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03930 NW DELLA STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019846
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013310
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023910
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6536
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt021841
IRS990EZ/GrossReceiptsAmt045751
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NATALIE CALVERT MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ECHO MACKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER MORALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIA HANNIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt039401
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CLASSROOM SUPPLIES FOR STUDENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TEACHER AWARDS CLASSROOM SUPPLIES AND SNACKS FOR CHILDREN ATTAENDING SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039401
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012886
IRS990EZ/SpecialEventsNetIncomeLossAmt08955
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039401
IRS990EZ/TotalProgramServiceExpensesAmt039401
IRS990EZ/TotalRevenueAmt032865
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050266
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0121481
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021841
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt023109
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt037412
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt07049
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt089412
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0210893
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016481
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/Total509Grp/TotalAmt0210893
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt060981
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0210893
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHOCOLATE SA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNT6TH GRADE END OF YEAR 1,724ACADEMIC EXCELLENCE 1,590ADMIN 1,446ANGENDA 4TH THROUGH 6TH 763AR STORE 1,369BACK TO SCHOOL SUPPLIES 448BOX TOPS 55CAMP CLASSEN 284CARNIVAL 965COMMUNITY SERVICE OUTREACH 154CLASS PARTIES 1,425CONVENTION 1,205DUES 175FACILITIES AND EQUIPMENT 1,383FAMILY FUN NIGHT 2,475FIELD TRIPS 1,143FOUNDERS DAY 153HOSPITALITY 765INSURANCE 550MEMBERSHIPS 1,404MUSIC 360PANTHER RUN 570PE EQUIPMENT 400RED RIBBON 782SANTA STORE 4,069SNACKS 1,008SUPER KIDS DAY 122T SHIRTS 3,753TEACHER APPRECIATION 2,451TEACHER REQUESTS 850TESTING 904WEEKLY READERS 2,135YEARBOOK 2,521
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE CALVERT MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04057354430
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLAZA TOWERS PTA
ReturnHeader/Filer/BusinessNameControlTxt0PLAZ
ReturnHeader/Filer/EIN0237123564
ReturnHeader/Filer/USAddress/AddressLine1Txt0852 SW 11TH
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073160
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.182.88.28
ReturnHeader/FilingSecurityInformation/IPDt02017-08-02
ReturnHeader/FilingSecurityInformation/IPTm016:22:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471877234
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03020 S Wofford Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073115
ReturnHeader/PreparerPersonGrp/PhoneNum04056708121
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vickie Eubanks
ReturnHeader/ReturnTs02017-08-02T16:20:44-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings