Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2021 • EIN 46-5594015

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 28, 2021

Organization ProfileN/A
12701 S Portland AvenueOklahoma City, OK 73170

(405) 735-4660

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-75%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-52%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-47%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$21,151

Down $23,050 (-52%) from 2020

Net Assets

$21,151

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin9th percentile

Revenue

Down

$30,647

Down $26,733 (-47%) from 2020

Expenses

Up

$53,697

Up $28,125 (+110%) from 2020

Net Income

Down

-$23,050

Down $54,858 (-172%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60K$40K$20K$0Assets 2016: $17,434Liabilities 2016: $02016Assets 2017: $34,599Liabilities 2017: $02017Assets 2018: $17,718Liabilities 2018: $02018Assets 2019: $30,112Liabilities 2019: $02019Assets 2020: $44,201Liabilities 2020: $02020Assets 2021: $21,151Liabilities 2021: $0Net Assets 2021: $21,1512021Assets 2022: $6,212Net Assets 2022: $6,2122022Assets 2023: $8,307Net Assets 2023: $8,3072023Assets 2025: $5,144Liabilities 2025: $0Net Assets 2025: $5,1442025

Highlighted filing

2021

Assets$21,151
Liabilities$0
Net Assets$21,151
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

$100K$50K$0-$50KRevenue 2016: $45,673Expenses 2016: $48,357Net Income 2016: -$2,6842016Revenue 2017: $58,212Expenses 2017: $41,047Net Income 2017: $17,1652017Revenue 2018: $21,857Expenses 2018: $38,738Net Income 2018: -$16,8812018Revenue 2019: $52,066Expenses 2019: $39,672Net Income 2019: $12,3942019Revenue 2020: $57,380Expenses 2020: $25,572Net Income 2020: $31,8082020Revenue 2021: $30,647Expenses 2021: $53,697Net Income 2021: -$23,0502021Revenue 2022: $29,900Expenses 2022: $44,839Net Income 2022: -$14,9392022Revenue 2023: $25,033Expenses 2023: $22,938Net Income 2023: $2,0952023Revenue 2025: $54,755Expenses 2025: $64,877Net Income 2025: -$10,1222025

Highlighted filing

2021

Revenue$30,647
Expenses$53,697
Net Income-$23,050
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 28, 2021
Return Version
2020v4.1
Gross Receipts
$52,152
Mission and Program Overview

Mission

To promote the education and safety of students.

Promote the education of students

Program Services

DescriptionGrantsExpenses
The organization seeks to raise funds to make major purchases of equipment to assist teachers and administrators with the education of students.--
The organization seeks to promote school spirit through activities for students and special activities to support teachers and the educational goals of the school.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristina EllisPresidentPT$0--
Emily TimmVice President-$0--
Kimberly RundellTreasurer-$0--
Tina ConnelSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Clothing$6,908$6,908$15$6,893
Support the Pack$1,500$1,500$302$1,198
Total Events$43,561$43,561$21,505$22,056
Filing and Contact Details

Filer

Filer Name
PTA Oklahoma Congress-South Lake Elementary
EIN
46-5594015
Phone
4057354660
Address
12701 S Portland Avenue, Oklahoma City, OK 73170

Signing Officer

Name
Kristina Ellis
Title
President
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Quinton L Hiebert CPA PC
Address
PO Box 492, Mustang, OK 73064
Preparer
Quinton L Hiebert
Phone
4052566805
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Bank reimbursement of stolen funds 3,461”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 159”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank credit card charges 148”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues 1,644”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 65”

Raw XML Appendix176 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/BenefitsPaidToOrForMembersAmt051235
IRS990EZ/BooksInCareOfDetail/PersonNm0Kristina Ellis
IRS990EZ/BooksInCareOfDetail/PhoneNum04052082525
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012701 S Portland Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oklahoma City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073170
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044201
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021151
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23050
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044201
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021151
IRS990EZ/FundraisingGrossIncomeAmt043561
IRS990EZ/GrossReceiptsAmt052152
IRS990EZ/GroupExemptionNum02218
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01570
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044201
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021151
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044201
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021151
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1003.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristina Ellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Emily Timm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kimberly Rundell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tina Connel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02016
IRS990EZ/OtherRevenueTotalAmt03461
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote the education of students
IRS990EZ/PrintingPublicationsPostageAmt046
IRS990EZ/ProgramServiceRevenueAmt03560
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization seeks to raise funds to make major purchases of equipment to assist teachers and administrators with the education of students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The organization seeks to promote school spirit through activities for students and special activities to support teachers and the educational goals of the school.
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021505
IRS990EZ/SpecialEventsNetIncomeLossAmt022056
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt053697
IRS990EZ/TotalRevenueAmt030647
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part IV Section E Line 2a PTA Oklahoma Congress-South Lake Elementary supports South Lake Elementary School by helping to supply the school with items needed for the school and students in order to provide an environment conducive for learning.
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0736021049
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0South Lake Elementary School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021505
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Support the Pack
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0School Clothing
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt035153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043561
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt035153
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043561
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022056
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021188
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021505
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0302
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0OK
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank reimbursement of stolen funds 3,461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank credit card charges 148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues 1,644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 65
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristina Ellis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Oklahoma Congress-South Lake Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0465594015
ReturnHeader/Filer/PhoneNum04057354660
ReturnHeader/Filer/USAddress/AddressLine1Txt012701 S Portland Avenue
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Quinton L Hiebert CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 492
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mustang
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073064
ReturnHeader/PreparerPersonGrp/PhoneNum04052566805
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Quinton L Hiebert
ReturnHeader/ReturnTs02021-10-28T10:45:23-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kristina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ellis
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,151
Liabilities
$0
Net assets
$21,151
Revenue
$30,647
Expenses
$53,697
Net income
-$23,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.00$5.14$54.8$64.9$10.1
2023Detailed filing. Detailed filing data is available for this year.$8.31$8.31$25.0$22.9$2.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.21$6.21$29.9$44.8$14.9
2021Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$30.6$53.7$23.1
2020Summary only. Only limited summary data is available for this year.$44.2$0.00$57.4$25.6$31.8
2019Summary only. Only limited summary data is available for this year.$30.1$0.00$52.1$39.7$12.4
2018Summary only. Only limited summary data is available for this year.$17.7$0.00$21.9$38.7$16.9
2017Summary only. Only limited summary data is available for this year.$34.6$0.00$58.2$41.0$17.2
2016Summary only. Only limited summary data is available for this year.$17.4$0.00$45.7$48.4$2.68