Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2018 • EIN 23-7123564

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 10, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

57th percentile

6.7%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$15,913

Up $2,603 (+20%) from 2017

Net Assets

Up

$15,913

Up $2,603 (+20%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$38,577

Up $5,712 (+17%) from 2017

Expenses

Down

$35,974

Down $3,427 (-8.7%) from 2017

Net Income

Up

$2,603

Up $9,139 (+140%) from 2017

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

2018

Assets$15,913
Liabilities$0
Net Assets$15,913

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

2018

Revenue$38,577
Expenses$35,974
Net Income$2,603
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 10, 2018
Return Version
2017v2.2
Gross Receipts
$71,174
Mission and Program Overview

Mission

Provide classroom supplies for student

Program Services

DescriptionGrantsExpenses
PROVIDE TEACHER AWARDS CLASSROOM SUPPLIES AND SNACKS FOR CHILDREN ATTAENDING SCHOOL-$20,118
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE CALVERT MORRISPresidentPT$0--
TRACY STEPHANVice PresidentPT$0--
HEATHER MORALESSecretaryPT$0--
CARLA RICHARDSONSecretaryPT$0--
MARIA HANNIGANVice 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 Morris
Title
President
Phone
4057354430
Signed
2018-08-10
Discuss with paid preparer
No

Preparer

Firm
Eubanks Tax Service
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 1,874academic excellence 2,138admin 314agendas 787ar store 1,311back to school supplies 669box tops 66camp classen 73carnival 664community service outreach 104class parties 414convention 530dues 175facilities and equipment 1,775family fun night 597field trips 1,421hospitality 271insurance 550memberships 930music 429pe supplies 234red ribbon 1,732santa store 5,076snacks 929super kids day 44t shirts 5,233teacher appreciation 2,002teacher requests 552testing 837weekly readers 2,025yearbook 2,218

Raw XML Appendix160 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/BOYAmt013310
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015913
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021838
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IRS990EZ/ExcessOrDeficitForYearAmt02603
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt032597
IRS990EZ/GrossProfitLossSlsOfInvntryAmt016739
IRS990EZ/GrossReceiptsAmt071174
IRS990EZ/GrossSalesOfInventoryAmt016739
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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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/PersonNm1TRACY STEPHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER MORALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARLA RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIA HANNIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt035974
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/ProgramServiceExpensesAmt020118
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt032597
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035974
IRS990EZ/TotalProgramServiceExpensesAmt020118
IRS990EZ/TotalRevenueAmt038577
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037872
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050266
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0143318
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt032597
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt021841
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt023109
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt037412
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt07049
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0122008
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054435
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt087678
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016481
IRS990ScheduleA/Total509Grp/TotalAmt0265326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054435
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060981
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt087678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016481
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0265326
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHOCOLATE SA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNT6TH GRADE END OF YEAR 1,874ACADEMIC EXCELLENCE 2,138ADMIN 314AGENDAS 787AR STORE 1,311BACK TO SCHOOL SUPPLIES 669BOX TOPS 66CAMP CLASSEN 73CARNIVAL 664COMMUNITY SERVICE OUTREACH 104CLASS PARTIES 414CONVENTION 530DUES 175FACILITIES AND EQUIPMENT 1,775FAMILY FUN NIGHT 597FIELD TRIPS 1,421HOSPITALITY 271INSURANCE 550MEMBERSHIPS 930MUSIC 429PE SUPPLIES 234RED RIBBON 1,732SANTA STORE 5,076SNACKS 929SUPER KIDS DAY 44T SHIRTS 5,233TEACHER APPRECIATION 2,002TEACHER REQUESTS 552TESTING 837WEEKLY READERS 2,025YEARBOOK 2,218
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04057354430
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-10
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/IPv4AddressTxt070.182.88.46
ReturnHeader/FilingSecurityInformation/IPDt02018-08-13
ReturnHeader/FilingSecurityInformation/IPTm016:15:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471877234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eubanks Tax Service
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/PreparationDt02018-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vickie Eubanks
ReturnHeader/ReturnTs02018-08-13T16:12:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings