Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2019 • EIN 37-1703676

Jul 01, 2018 to Jun 30, 2019 • Filed on May 05, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

89th percentile

75%

Faster asset growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

571%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$46,144

Up $19,771 (+75%) from 2018

Net Assets

$46,144

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin76th percentile

Revenue

Up

$96,541

Up $82,145 (+571%) from 2018

Expenses

Up

$76,770

Up $49,633 (+183%) from 2018

Net Income

Up

$19,771

Up $32,512 (+255%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2019

Assets$46,144
Liabilities$0
Net Assets$46,144
Open 2019 Filing

Operations Trend

Revenue Growth99th 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

2019

Revenue$96,541
Expenses$76,770
Net Income$19,771
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 5, 2019
Return Version
2018v3.2
Gross Receipts
$96,541
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.-$32,167
PROGRAMS-SCIENCE, MATH, TEACHERS GRANTS, MUSIC, TECHNOLOGY, FIELD DAYS AND TRIPS.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARA BAKERPresidentPT$0--
DIANA FLORESTreasurerPT$0--
ELISHA PRUITTVice PresidePT$0--
SUSAN WILDMANSecretaryPT$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
2019-05-05
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 Appendix125 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/BOYAmt026373
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046144
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09045
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019771
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt076770
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026373
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046144
IRS990EZ/GrossReceiptsAmt096541
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026373
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046144
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026373
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046144
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/PersonNm0LARA BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANA FLORES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELISHA PRUITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN WILDMAN
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/ProgramServiceRevenueAmt087496
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/ProgramServiceExpensesAmt032167
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076770
IRS990EZ/TotalProgramServiceExpensesAmt032167
IRS990EZ/TotalRevenueAmt096541
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt083320
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0101892
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt083320
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014396
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059879
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt083320
IRS990ScheduleA/TotalSupportAmt083320
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA FLORES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04058826710
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-05
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A7C22AA24D7A78CE5033AEF849F0E3A860488B27
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.168.64.22
ReturnHeader/FilingSecurityInformation/IPDt02020-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:14:58
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/PreparationDt02020-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02020-05-08T10:14:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,144
Liabilities
$0
Net assets
$46,144
Revenue
$96,541
Expenses
$76,770
Net income
$19,771
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