Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2022 • EIN 23-7417150

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

624 E Oklahoma PlTulsa, OK 74106

(918) 704-8065

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

58th percentile

0.00x

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

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

Net Margin

90th percentile

52%

Higher net margin than 90% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

$117,677

No earlier filing loaded for comparison.

Net Assets

$117,677

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$58,541

No earlier filing loaded for comparison.

Expenses

$28,380

No earlier filing loaded for comparison.

Net Income

$30,161

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2022: $117,677Liabilities 2022: $0Net Assets 2022: $117,6772022Assets 2023: $150,155Liabilities 2023: $1,196Net Assets 2023: $148,9592023Assets 2024: $136,539Liabilities 2024: $2,423Net Assets 2024: $134,1162024Assets 2025: $119,234Liabilities 2025: $0Net Assets 2025: $119,2342025

Highlighted filing

2022

Assets$117,677
Liabilities$0
Net Assets$117,677

Operations Trend

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

$100K$50K$0-$50KRevenue 2022: $58,541Expenses 2022: $28,380Net Income 2022: $30,1612022Revenue 2023: $64,691Expenses 2023: $38,314Net Income 2023: $26,3772023Revenue 2024: $21,239Expenses 2024: $36,082Net Income 2024: -$14,8432024Revenue 2025: $29,863Expenses 2025: $49,049Net Income 2025: -$19,1862025

Highlighted filing

2022

Revenue$58,541
Expenses$28,380
Net Income$30,161
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 30, 2022
Return Version
2021v4.1
Gross Receipts
$109,037
Mission and Program Overview

Mission

Advocate for and enhance the educational environment for teachers students and families at Carver Middle School

Program Services

DescriptionGrantsExpenses
Special Projects Provided matching grant to Carver Middle School Foundation in support of a Carver Alumni and Supporters Walkway$1,500-
Special Projects Supported the return of Musical Theater to Carver by providing for pipe and drape rentals for the show$500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James A McMillanTreasurerPT$0--
Melanie BranhamPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$40,067$40,066$6,945$33,121
Spiritwear Sales$38,224$38,224$32,250$5,974
Total Events$98,369$98,367$58,565$39,802
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
23-7417150
Phone
9187048065
Address
624 E OKLAHOMA PL, TULSA, OK 74106

Signing Officer

Name
James McMillan
Title
Treasurer
Phone
9187048065
Signed
2022-10-30
Supplemental Narrative

Additional Explanations

Schedule O:

Total of expenses for organization in FY22 8th Grade Class Activities 886558 8th Grade Seed Funding 98987 Book Fair 63843 Fall Fundraiser 80996 Art Gala Auction 296557 Membership Dance 797 Spiritwear Sales 3224955 8th Grade Reading Send-Off 70789 Building and Grounds 41555 COVID Safety expenditures 8994 Teacher Hospitality 337732 National French and Spanish Exams 275 Special Projects 294467 Summer Camp 296537 Teacher Staff Reimbursements 10397 20-21 Outstanding Checks 18345 Annual State PTSA Convention 25 Database Management 450 General Administrative Supplies 128 Liability Insurance 330 State National PTA Membership 30195 Service Charges 189821 Tulsa Council PTA Dues 75 Other Changes in Net Assets 2176241 was left in our PayPal account at the end of FY21 and not transferred to our general operating accounting until July of FY22 Since our books for the year showed income for this amount in an account we control we recognized the income in FY21 and the receipt of the funds in our operating account in FY22

Raw XML Appendix197 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/ExplanationTxt0Total of expenses for organization in FY22 8th Grade Class Activities 886558 8th Grade Seed Funding 98987 Book Fair 63843 Fall Fundraiser 80996 Art Gala Auction 296557 Membership Dance 797 Spiritwear Sales 3224955 8th Grade Reading Send-Off 70789 Building and Grounds 41555 COVID Safety expenditures 8994 Teacher Hospitality 337732 National French and Spanish Exams 275 Special Projects 294467 Summer Camp 296537 Teacher Staff Reimbursements 10397 20-21 Outstanding Checks 18345 Annual State PTSA Convention 25 Database Management 450 General Administrative Supplies 128 Liability Insurance 330 State National PTA Membership 30195 Service Charges 189821 Tulsa Council PTA Dues 75 Other Changes in Net Assets 2176241 was left in our PayPal account at the end of FY21 and not transferred to our general operating accounting until July of FY22 Since our books for the year showed income for this amount in an account we control we recognized the income in FY21 and the receipt of the funds in our operating account in FY22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0James McMillan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09187048065
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0237417150
ReturnHeader/Filer/PhoneNum09187048065
ReturnHeader/Filer/USAddress/AddressLine1Txt0624 E OKLAHOMA PL
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074106
ReturnHeader/ReturnTs02022-10-30T16:00:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McMillan
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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