Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2023 • EIN 37-1703676

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 23, 2023

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

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

73rd percentile

20%

Higher net margin than 73% 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

77th percentile

26%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$100,864

Up $20,888 (+26%) from 2022

Net Assets

Up

$100,864

Up $20,888 (+26%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Down

$105,594

Down $14,137 (-12%) from 2022

Expenses

Down

$84,706

Down $19,727 (-19%) from 2022

Net Income

Up

$20,888

Up $5,590 (+37%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2023

Assets$100,864
Liabilities$0
Net Assets$100,864
Open 2023 Filing

Operations Trend

Revenue Growth31st 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

2023

Revenue$105,594
Expenses$84,706
Net Income$20,888
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$105,594
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.-$20,041
PROGRAMS-SCIENCE, MATH, TEACHERS GRANTS, MUSIC, TECHNOLOGY, FIELD DAYS AND TRIPS.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRITTANY MOOREVice PresidePT$0--
MARY JANE ALLISONPresidentPT$0--
IANTHI SHIELDSTreasurerPT$0--
JORDAN BRASSESSecretaryPT$0--
TERESA WHITECommunicatioPT$0--
JACQUELINE SISSONTeacher ApprPT$0--
KAYLA HOUSTONHome Room PaPT$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
Ianthi Shields
Title
Treasurer
Signed
2023-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Hale & Company CPA Pc
Address
1300 E 15TH ST STE 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 Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0IANTHI SHIELDS
IRS990EZ/BooksInCareOfDetail/PhoneNum04058818313
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010700 HASTINGS AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YUKON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073099
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079976
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0100864
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03381
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020888
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt084706
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079976
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0100864
IRS990EZ/GrossReceiptsAmt0105594
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079976
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100864
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079976
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0100864
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRITTANY MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY JANE ALLISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IANTHI SHIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JORDAN BRASSES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERESA WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JACQUELINE SISSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KAYLA HOUSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TEACHER APPR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HOME ROOM PA
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/ProgramServiceRevenueAmt0102213
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/ProgramServiceExpensesAmt020041
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt084706
IRS990EZ/TotalProgramServiceExpensesAmt020041
IRS990EZ/TotalRevenueAmt0105594
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03381
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt022861
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0457292
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt022861
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03381
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03543
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09045
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt022861
IRS990ScheduleA/TotalSupportAmt022861
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IANTHI SHIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALE & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 E 15TH ST STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04053306000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02023-10-23T18:55:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,864
Liabilities
$0
Net assets
$100,864
Revenue
$105,594
Expenses
$84,706
Net income
$20,888
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