Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2020 • EIN 37-1703676

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 30, 2020

Organization ProfileN/A
10700 Hastings AveYukon, OK 73099

(405) 881-8313

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-0.3%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$45,991

Down $153 (-0.3%) from 2019

Net Assets

Down

$45,991

Down $153 (-0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin40th percentile

Revenue

Up

$109,109

Up $12,568 (+13%) from 2019

Expenses

Up

$109,261

Up $32,491 (+42%) from 2019

Net Income

Down

-$152

Down $19,923 (-101%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$150K$100K$50K$0Assets 2017: $39,114Liabilities 2017: $0Net Assets 2017: $39,1142017Assets 2018: $26,373Liabilities 2018: $02018Assets 2019: $46,144Liabilities 2019: $0Net Assets 2019: $46,1442019Assets 2020: $45,991Liabilities 2020: $0Net Assets 2020: $45,9912020Assets 2021: $64,679Liabilities 2021: $0Net Assets 2021: $64,6792021Assets 2022: $79,976Liabilities 2022: $0Net Assets 2022: $79,9762022Assets 2023: $100,864Liabilities 2023: $0Net Assets 2023: $100,8642023Assets 2024: $88,894Net Assets 2024: $88,8942024Assets 2025: $21,443Net Assets 2025: $21,4432025

Highlighted filing

2020

Assets$45,991
Liabilities$0
Net Assets$45,991
Open 2020 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100KRevenue 2017: $59,879Expenses 2017: $53,879Net Income 2017: $6,0002017Revenue 2018: $14,396Expenses 2018: $27,137Net Income 2018: -$12,7412018Revenue 2019: $96,541Expenses 2019: $76,770Net Income 2019: $19,7712019Revenue 2020: $109,109Expenses 2020: $109,261Net Income 2020: -$1522020Revenue 2021: $49,178Expenses 2021: $30,490Net Income 2021: $18,6882021Revenue 2022: $119,731Expenses 2022: $104,433Net Income 2022: $15,2982022Revenue 2023: $105,594Expenses 2023: $84,706Net Income 2023: $20,8882023Revenue 2024: $124,583Expenses 2024: $136,553Net Income 2024: -$11,9702024Revenue 2025: $55,093Expenses 2025: $122,546Net Income 2025: -$67,4532025

Highlighted filing

2020

Revenue$109,109
Expenses$109,261
Net Income-$152
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 30, 2020
Return Version
2019v5.0
Gross Receipts
$109,109
Mission and Program Overview

Mission

To support and speak on behalf of children and youth in the schools, in the community, before governmental bodies and other organizations that make decisions affecting children; to assist parents in developing the skills they need to raise and protect their children; to encourage parent and public involvement in the public schools of this nation.

Program Services

DescriptionGrantsExpenses
TECHNOLOGY, TEACHER SUPPORT, FIELD TRIPS, FUNDRAISING AND ADMIN EXPENSES.-$45,614
PROGRAMS-SCIENCE, MATH, TEACHERS GRANTS, MUSIC, TECHNOLOGY, FIELD DAYS AND TRIPS.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER MILLERPresidentPT$0--
DIANA FLORESTreasurerPT$0--
JESSICA BALSONVice PresidePT$0--
ADRIANA ADDLINGSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress Surrey Hills
EIN
37-1703676
Phone
4058818313
Address
10700 HASTINGS AVE, YUKON, OK 73099

Signing Officer

Name
Diana Flores
Title
Treasurer
Phone
4058826710
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Hale & Company CPA Pc
Address
1300 EAST 15TH ST SUITE 150, EDMOND, OK 73013
Preparer
James R Hale
Phone
4053306000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

“To support and speak on behalf of children and youth in the schools, in the community, before governmental bodies and other organizations that make decisions affecting children; to assist parents in developing the skills they need to raise and protect their children; to encourage parent and public involvement in the public schools of this nation.”

Form 990-ez, Part III, Line 31

“Technology, teacher support, field trips, fundraising and admin expenses.”

Raw XML Appendix127 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/PersonNm0DIANA FLORES
IRS990EZ/BooksInCareOfDetail/PhoneNum04058818313
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09116 NW 90TH CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YUKON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073099
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046143
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045991
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03543
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-152
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0109261
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046143
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045991
IRS990EZ/GrossReceiptsAmt0109109
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046143
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045991
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046143
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045991
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA FLORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA BALSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ADRIANA ADDLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY, BEFORE GOVERNMENTAL BODIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN; TO ASSIST PARENTS IN DEVELOPING THE SKILLS THEY NEED TO RAISE AND PROTECT THEIR CHILDREN; TO ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN THE PUBLIC SCHOOLS OF THIS NATION.
IRS990EZ/ProgramServiceRevenueAmt0105566
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS-SCIENCE, MATH, TEACHERS GRANTS, MUSIC, TECHNOLOGY, FIELD DAYS AND TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TECHNOLOGY, TEACHER SUPPORT, FIELD TRIPS, FUNDRAISING AND ADMIN EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt045614
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0109261
IRS990EZ/TotalProgramServiceExpensesAmt045614
IRS990EZ/TotalRevenueAmt0109109
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt086863
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0207458
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt086863
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03543
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014396
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059879
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt086863
IRS990ScheduleA/TotalSupportAmt086863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY, BEFORE GOVERNMENTAL BODIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN; TO ASSIST PARENTS IN DEVELOPING THE SKILLS THEY NEED TO RAISE AND PROTECT THEIR CHILDREN; TO ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN THE PUBLIC SCHOOLS OF THIS NATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TECHNOLOGY, TEACHER SUPPORT, FIELD TRIPS, FUNDRAISING AND ADMIN EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA FLORES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04058826710
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS SURREY HILLS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0371703676
ReturnHeader/Filer/PhoneNum04058818313
ReturnHeader/Filer/USAddress/AddressLine1Txt010700 HASTINGS AVE
ReturnHeader/Filer/USAddress/CityNm0YUKON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073099
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C23CA72C3F0953849855B6B6227C9DBBCDF0BBBE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.168.64.22
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:50:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALE & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 EAST 15TH ST SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04053306000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02020-11-12T10:50:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,991
Liabilities
$0
Net assets
$45,991
Revenue
$109,109
Expenses
$109,261
Net income
-$152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.55$1.23$0.67
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.89$1.25$1.37$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.06$0.85$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.20$1.04$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.49$0.30$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.09$1.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.97$0.77$0.20
2018Summary only. Only limited summary data is available for this year.$0.26$0.00$0.14$0.27$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.60$0.54$0.06