Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2024 • EIN 37-1703676

Jul 01, 2023 to Jun 30, 2024 • Filed on Jun 20, 2024

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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

27th percentile

-9.6%

Higher net margin than 27% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$88,894

Down $11,970 (-12%) from 2023

Net Assets

Down

$88,894

Down $11,970 (-12%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$124,583

Up $18,989 (+18%) from 2023

Expenses

Up

$136,553

Up $51,847 (+61%) from 2023

Net Income

Down

-$11,970

Down $32,858 (-157%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2024

Assets$88,894
Liabilities-
Net Assets$88,894
Open 2024 Filing

Operations Trend

Revenue Growth67th 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

2024

Revenue$124,583
Expenses$136,553
Net Income-$11,970
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jun 20, 2024
Return Version
2023v6.0
Gross Receipts
$124,583
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.-$49,658
PROGRAMS-SCIENCE, MATH, TEACHERS GRANTS, MUSIC, TECHNOLOGY, FIELD DAYS AND TRIPS.--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY JANE ALLISONPresidentPT$0--
ANGELLA BONILLAVice PresidePT$0--
IANTHI SHIELDSTreasurer 23PT$0--
PAIGE GARRISONTreasurer 24PT$0--
IVY BOSTSecretaryPT$0--
TASHA AYNESTeacher ApprPT$0--
KRYSTAL HUDGENSTeacher ApprPT$0--
KAYLA HOUSTONHome Room PaPT$0--
CAREN BANDASpirit NightPT$0--
TRISTA MAULYCommunicatioPT$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
Paige Garrison
Title
Treasurer 24-25
Signed
2024-06-20
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 Appendix146 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/PersonNm0PAIGE GARRISON
IRS990EZ/BooksInCareOfDetail/PhoneNum04058818313
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010700 HASTINGS AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YUKON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073099
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100864
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088894
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03750
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11970
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0136553
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100864
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088894
IRS990EZ/GrossReceiptsAmt0124583
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100864
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088894
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100864
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088894
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt615.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt715.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt815.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt915.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY JANE ALLISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELLA BONILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IANTHI SHIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAIGE GARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4IVY BOST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TASHA AYNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRYSTAL HUDGENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KAYLA HOUSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CAREN BANDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TRISTA MAULY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER 23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER 24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TEACHER APPR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TEACHER APPR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7HOME ROOM PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SPIRIT NIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9COMMUNICATIO
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/ProgramServiceRevenueAmt0120833
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/ProgramServiceExpensesAmt049658
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0136553
IRS990EZ/TotalProgramServiceExpensesAmt049658
IRS990EZ/TotalRevenueAmt0124583
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03381
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017566
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0490629
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt017566
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03381
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03543
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017566
IRS990ScheduleA/TotalSupportAmt017566
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAIGE GARRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER 24-25
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-20
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/PreparationDt02025-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02025-06-30T15:19:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,894
Liabilities
-
Net assets
$88,894
Revenue
$124,583
Expenses
$136,553
Net income
-$11,970
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