Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2023 • EIN 23-7417150

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 06, 2023

624 E Oklahoma PlTulsa, OK 74106

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

78th percentile

28%

Faster asset growth than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$150,155

Up $32,478 (+28%) from 2022

Net Assets

Up

$148,959

Up $31,282 (+27%) from 2022

Liabilities

Up

$1,196

Up $1,196 from 2022

Revenue

Up

$64,691

Up $6,150 (+11%) from 2022

Expenses

Up

$38,314

Up $9,934 (+35%) from 2022

Net Income

Down

$26,377

Down $3,784 (-13%) from 2022

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

2023

Assets$150,155
Liabilities$1,196
Net Assets$148,959

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

2023

Revenue$64,691
Expenses$38,314
Net Income$26,377
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$107,336
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth MaxwellPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spiritwear Sales$35,006$35,006$24,606$10,400
Spring Fundraiser$34,213$34,213$8,368$25,845
Total Events$92,937$92,936$53,402$39,534
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
23-7417150
Phone
0000000000
Address
624 E OKLAHOMA PL, TULSA, OK 74106

Signing Officer

Name
Andy McMillan
Title
Treasurer
Phone
9187048065
Signed
2023-11-06
Supplemental Narrative

Additional Explanations

Schedule O:

Expenses 8th Grade Class Activities $11,447.48 8th Grade Seed Funding $1,000.00 Book Fair $2,526.92 Art Gala / Auction $5,453.52 Membership Dance $690.49 Spiritwear Sales $24,605.83 Spring Fundraiser $8,367.92 Art Fund (Via Art Gala Net - FY22) $64.31 Benevolence / Retirement $227.85 Building and Grounds $445.59 Curriculum Enhancement Grants $1,937.10 Hospitality $6,128.21 Teacher Appreciation $1,763.51 Reflections $554.00 Special Projects $1,304.26 Teacher / Staff Allocations $515.16 Passthrough of Funds for CMS Foundation $2,300.00 20-21 Outstanding Checks $4,500.00 Database Management $450.00 General Administrative / Supplies $103.25 Liability Insurance $330.00 Petty Cash Out $1,227.00 State / National PTA Membership $2,962.00 Service Charges $2,054.40 Total Expenses $80,958.80

Raw XML Appendix210 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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt094849
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Expenses 8th Grade Class Activities $11,447.48 8th Grade Seed Funding $1,000.00 Book Fair $2,526.92 Art Gala / Auction $5,453.52 Membership Dance $690.49 Spiritwear Sales $24,605.83 Spring Fundraiser $8,367.92 Art Fund (Via Art Gala Net - FY22) $64.31 Benevolence / Retirement $227.85 Building and Grounds $445.59 Curriculum Enhancement Grants $1,937.10 Hospitality $6,128.21 Teacher Appreciation $1,763.51 Reflections $554.00 Special Projects $1,304.26 Teacher / Staff Allocations $515.16 Passthrough of Funds for CMS Foundation $2,300.00 20-21 Outstanding Checks $4,500.00 Database Management $450.00 General Administrative / Supplies $103.25 Liability Insurance $330.00 Petty Cash Out $1,227.00 State / National PTA Membership $2,962.00 Service Charges $2,054.40 Total Expenses $80,958.80
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Andy McMillan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09187048065
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0237417150
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt0624 E OKLAHOMA PL
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074106
ReturnHeader/ReturnTs02023-11-06T17:00:10Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Andy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McMillan
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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