Civic Intelligence

PTA Oklahoma Congress (Liberty)

990EZ • Fiscal year 2014 • EIN 26-0079815

Jul 01, 2013 to Jun 30, 2014 • Filed on Jul 16, 2014

Organization ProfileN/A
4300 S 209th East Ave74014-1584

(918) 355-4324

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-7.5%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,981

Up $1,847 (+36%) from 2013

Net Assets

Up

$6,981

Up $1,847 (+36%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Down

$46,018

Down $3,750 (-7.5%) from 2013

Expenses

Down

$44,171

Down $7,653 (-15%) from 2013

Net Income

Up

$1,847

Up $3,903 (+190%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$30K$20K$10K$0Assets 2012: $7,190Net Assets 2012: $7,1902012Assets 2013: $5,134Net Assets 2013: $5,1342013Assets 2014: $6,981Net Assets 2014: $6,9812014Assets 2015: $6,153Net Assets 2015: $6,1532015Assets 2016: $9,045Net Assets 2016: $9,0452016Assets 2017: $14,493Net Assets 2017: $14,4932017Assets 2025: $24,705Liabilities 2025: $0Net Assets 2025: $24,7052025

Highlighted filing

2014

Assets$6,981
Liabilities-
Net Assets$6,981
Open 2014 Filing

Operations Trend

Revenue Growth35th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $45,747Expenses 2012: $45,272Net Income 2012: $4752012Revenue 2013: $49,768Expenses 2013: $51,824Net Income 2013: -$2,0562013Revenue 2014: $46,018Expenses 2014: $44,171Net Income 2014: $1,8472014Revenue 2015: $43,440Expenses 2015: $44,268Net Income 2015: -$8282015Revenue 2016: $43,706Expenses 2016: $38,512Net Income 2016: $5,1942016Revenue 2017: $41,359Expenses 2017: $35,911Net Income 2017: $5,4482017Revenue 2025: $73,362Expenses 2025: $71,914Net Income 2025: $1,4482025

Highlighted filing

2014

Revenue$46,018
Expenses$44,171
Net Income$1,847
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jul 16, 2014
Return Version
2013v3.1
Gross Receipts
$54,846
Mission and Program Overview

Mission

Support liberty elementary students and staff

Program Services

DescriptionGrantsExpenses
BOOK FAIRS - HOST BOOK FAIRS THROUGHOUT THE YEAR TO GET THE STUDENTS EXCITED AND PROMOTE READING ACTIVITIES AT HOME.-$14,881
YEARBOOKS - SPONSOR PRODUCTION AND SALE OF SCHOOL YEARBOOK TO PROMOTE SCHOOL PRIDE AND TO HIGHLIGHT STUDENT ACTIVITIES AND ACCOMPLISHMENTS.-$6,909
SCHOOL SHIRTS - SPONSOR PRODUCTION AND SALE OF SCHOOL SHIRTS TO PROMOTE SCHOOL PRIDE AND FEELINGS OF BELONGING WITHIN THE SCHOOL COMMUNITY.-$2,796
LIBERTY ELEMENTARY MEDIA CENTER$2,000$2,000
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY HARDWICKPresident-$0--
MICHELLE FELDKER1st VP-$0--
JENNIFER ATWELL2nd VP-$0--
MEGHAN DENTONSecretary-$0--
JANE YORKTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$13,031$13,031$7,202$5,829
Total Events$13,031$13,031$7,202$5,829
Filing and Contact Details

Filer

EIN
26-0079815
Phone
9183554324

Signing Officer

Name
Jane York
Title
Treasurer
Phone
9183554324
Signed
2014-07-16
Discuss with paid preparer
Yes

Preparer

Preparer
Christy a Morrison
Phone
9182491086
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Arts in education - music and art”

Pt III, Line 31

“BBT FOLDERS”

Pt III, Line 31

“HOSPITALITY”

Pt III, Line 31

“LUNCH ASSISTANCE PROGRAM”

Pt III, Line 31

“MEDIA CENTER GRANT”

Pt III, Line 31

“Parent involvement - membership, family nights, health & safety fair, watchdogs”

Pt III, Line 31

“PUMPKIN RUN”

Pt III, Line 31

“General school support and field trips”

Pt III, Line 31

“SUPER KIDS DAY”

Pt III, Line 31

“Teacher appreciation week”

Form 990EZ, Part I, Line 10

“Media center grant cash donation liberty elementary school related school 2000. Support project graduation for broken arrow students cash donation project graduation related school 100.”

Form 990EZ, Part I, Line 16

“Bapta council dues 100. State and national dues 1820. Arts in education 398. Bank service charges 97. Bapta council luncheon 56. Bbt folders 897. Book fair costs 14881. Box tops party 48. Day at the capitol 138. Garden center 844. Hospitality 353. Insurance 481. Leader training - state pta convention 636. Parent involvement - membership 185. Parent involvement - family bingo night 963. Parent involvement - family movie night 1753. Parent involvement - watchdogs 780. School shirts 2796. School su”

Raw XML Appendix182 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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IRS990EZ/BooksInCareOfDetail/USAddress/City0BROKEN ARROW
IRS990EZ/BooksInCareOfDetail/USAddress/State0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode074014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05134
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WENDY HARDWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE FELDKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER ATWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MEGHAN DENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANE YORK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041074
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT LIBERTY ELEMENTARY STUDENTS AND STAFF
IRS990EZ/PrintingPublicationsPostageAmt0474
IRS990EZ/ProgramServiceRevenueAmt031142
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BOOK FAIRS - HOST BOOK FAIRS THROUGHOUT THE YEAR TO GET THE STUDENTS EXCITED AND PROMOTE READING ACTIVITIES AT HOME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL SHIRTS - SPONSOR PRODUCTION AND SALE OF SCHOOL SHIRTS TO PROMOTE SCHOOL PRIDE AND FEELINGS OF BELONGING WITHIN THE SCHOOL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2YEARBOOKS - SPONSOR PRODUCTION AND SALE OF SCHOOL YEARBOOK TO PROMOTE SCHOOL PRIDE AND TO HIGHLIGHT STUDENT ACTIVITIES AND ACCOMPLISHMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3LIBERTY ELEMENTARY MEDIA CENTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014881
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12796
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26909
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08828
IRS990EZ/SpecialEventsNetIncomeLossAmt08756
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044171
IRS990EZ/TotalProgramServiceExpensesAmt026586
IRS990EZ/TotalRevenueAmt046018
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015562
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt032515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt097638
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt017584
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt020862
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt019646
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt058092
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0171292
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055937
IRS990ScheduleA/Total509Grp/TotalAmt0171292
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0171292
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013031
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013031
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ANNUAL CATALOG SALE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05829
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07202
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ARTS IN EDUCATION - MUSIC AND ART
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BBT FOLDERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HOSPITALITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LUNCH ASSISTANCE PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEDIA CENTER GRANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PARENT INVOLVEMENT - MEMBERSHIP, FAMILY NIGHTS, HEALTH & SAFETY FAIR, WATCHDOGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PUMPKIN RUN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GENERAL SCHOOL SUPPORT AND FIELD TRIPS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPER KIDS DAY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER APPRECIATION WEEK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEDIA CENTER GRANT CASH DONATION LIBERTY ELEMENTARY SCHOOL RELATED SCHOOL 2000. SUPPORT PROJECT GRADUATION FOR BROKEN ARROW STUDENTS CASH DONATION PROJECT GRADUATION RELATED SCHOOL 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BAPTA COUNCIL DUES 100. STATE AND NATIONAL DUES 1820. ARTS IN EDUCATION 398. BANK SERVICE CHARGES 97. BAPTA COUNCIL LUNCHEON 56. BBT FOLDERS 897. BOOK FAIR COSTS 14881. BOX TOPS PARTY 48. DAY AT THE CAPITOL 138. GARDEN CENTER 844. HOSPITALITY 353. INSURANCE 481. LEADER TRAINING - STATE PTA CONVENTION 636. PARENT INVOLVEMENT - MEMBERSHIP 185. PARENT INVOLVEMENT - FAMILY BINGO NIGHT 963. PARENT INVOLVEMENT - FAMILY MOVIE NIGHT 1753. PARENT INVOLVEMENT - WATCHDOGS 780. SCHOOL SHIRTS 2796. SCHOOL SU
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE YORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09183554324
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA OKLAHOMA CONGRESS (LIBERTY)
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0260079815
ReturnHeader/Filer/PhoneNum09183554324
ReturnHeader/Filer/USAddress/AddressLine104300 S 209TH EAST AVE
ReturnHeader/Filer/USAddress/City0BROKEN ARROW
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode0740141584
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Sooner Tax Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105807 South Garnett Road Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode074146
ReturnHeader/PreparerPersonGrp/PhoneNum09182491086
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTY A MORRISON
ReturnHeader/ReturnTs02014-07-17T07:34:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,981
Liabilities
-
Net assets
$6,981
Revenue
$46,018
Expenses
$44,171
Net income
$1,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$73.4$71.9$1.45
2017Detailed filing. Detailed filing data is available for this year.$14.5$14.5$41.4$35.9$5.45
2016Detailed filing. Detailed filing data is available for this year.$9.05$9.05$43.7$38.5$5.19
2015Detailed filing. Detailed filing data is available for this year.$6.15$6.15$43.4$44.3$0.83
2014Detailed filing. Detailed filing data is available for this year.$6.98$6.98$46.0$44.2$1.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$5.13$49.8$51.8$2.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.19$7.19$45.7$45.3$0.48