Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2023 • EIN 47-4048809

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 11, 2023

3501 S Sunnylane RdOklahoma City, OK 73160

(405) 640-6790

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

61st percentile

9.9%

Higher net margin than 61% 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

89th percentile

71%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Up

$9,565

Up $3,980 (+71%) from 2022

Net Assets

Up

$9,565

Up $3,980 (+71%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$40,346

Up $5,571 (+16%) from 2022

Expenses

Up

$36,366

Up $4,246 (+13%) from 2022

Net Income

Up

$3,980

Up $1,325 (+50%) from 2022

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2016: $16,551Liabilities 2016: $0Net Assets 2016: $16,5512016Assets 2017: $15,925Liabilities 2017: $02017Assets 2018: $14,029Liabilities 2018: $0Net Assets 2018: $14,0292018Assets 2019: $7,316Liabilities 2019: $02019Assets 2020: $25,813Liabilities 2020: $02020Assets 2021: $2,930Liabilities 2021: $02021Assets 2022: $5,585Liabilities 2022: $0Net Assets 2022: $5,5852022Assets 2023: $9,565Liabilities 2023: $0Net Assets 2023: $9,5652023Assets 2024: $5,012Liabilities 2024: $0Net Assets 2024: $5,0122024Assets 2025: $8,169Liabilities 2025: $0Net Assets 2025: $8,1692025

Highlighted filing

2023

Assets$9,565
Liabilities$0
Net Assets$9,565

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $106,561Expenses 2016: $90,010Net Income 2016: $16,5512016Revenue 2017: $53,978Expenses 2017: $54,605Net Income 2017: -$6272017Revenue 2018: $54,120Expenses 2018: $55,580Net Income 2018: -$1,4602018Revenue 2019: $49,106Expenses 2019: $55,819Net Income 2019: -$6,7132019Revenue 2020: $49,860Expenses 2020: $31,363Net Income 2020: $18,4972020Revenue 2021: $38,199Expenses 2021: $61,081Net Income 2021: -$22,8822021Revenue 2022: $34,775Expenses 2022: $32,120Net Income 2022: $2,6552022Revenue 2023: $40,346Expenses 2023: $36,366Net Income 2023: $3,9802023Revenue 2024: $38,524Expenses 2024: $43,077Net Income 2024: -$4,5532024Revenue 2025: $41,454Expenses 2025: $38,297Net Income 2025: $3,1572025

Highlighted filing

2023

Revenue$40,346
Expenses$36,366
Net Income$3,980
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 11, 2023
Return Version
2022v5.0
Gross Receipts
$83,648
Mission and Program Overview

Mission

Provide services for individual ptas

To provide the staff and students of Timber Creek a support system.

Program Services

DescriptionGrantsExpenses
Organized and funded class parties, including Honor Code and AR Parties and 6th grade graduation- Over 600 students benefitted-$5,608
Provided beginning and end of year grants to teachers. Over 35 teachers benefitted.-$5,608
Provided snacks and meals to teachers- over 35 teachers benefitted.-$4,013
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mallory NeedhamPresidentPT$0--
Holli EllisonPresident-ElectPT$0--
Ashley WallerVice-PresidentPT$0--
Gerald BreedenTreasurerPT$0--
Kalan KopecSecretaryPT$0--
Emily ZollCommunications/TechPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$43,231$43,231$0$43,231
Event 2-$0-$0
Total Events$43,231$43,231$0$43,231
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
47-4048809
Address
3501 S SUNNYLANE RD, OKLAHOMA CITY, OK 73160

Signing Officer

Name
Mallory Needham
Title
President
Signed
2023-09-11
Supplemental Narrative

Additional Explanations

Part I, Line 10

Teacher Grants: $5,608

Part I, Line 16

Teacher Appreciation: $3,106 Teacher Snacks/Meals: $4,013 Teacher Requests: $2,794 Storage: $335 Sequoyah Books: $936 School Decor: $735 Office Supplies/Software: $578 Charitable Contributions: $3,578 Family Involvement: $2,567 Popcorn Friday: $1,961 Class Parties/Graduations etc: $5,888 Fridge: $698 Books: $43 Landscaping: $2,250

Raw XML Appendix208 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/PersonNm0Timber Creek Elementary
IRS990EZ/BooksInCareOfDetail/PhoneNum04056406790
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03501 S Sunnylane Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Moore
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073160
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05585
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IRS990EZ/GrossSalesOfInventoryAmt020848
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mallory Needham
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Waller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gerald Breeden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kalan Kopec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Emily Zoll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Communications/Tech
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt029482
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide the staff and students of Timber Creek a support system.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt02567
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Organized and funded class parties, including Honor Code and AR Parties and 6th grade graduation- Over 600 students benefitted
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided beginning and end of year grants to teachers. Over 35 teachers benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided snacks and meals to teachers- over 35 teachers benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05608
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15608
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24013
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035128
IRS990EZ/SpecialEventsNetIncomeLossAmt022036
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036366
IRS990EZ/TotalProgramServiceExpensesAmt015229
IRS990EZ/TotalRevenueAmt040346
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03069
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011417
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036276
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020848
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt053272
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt057164
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt050714
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt069860
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt084408
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt084314
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0346460
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0102910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102743
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043231
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Grants: $5,608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Appreciation: $3,106 Teacher Snacks/Meals: $4,013 Teacher Requests: $2,794 Storage: $335 Sequoyah Books: $936 School Decor: $735 Office Supplies/Software: $578 Charitable Contributions: $3,578 Family Involvement: $2,567 Popcorn Friday: $1,961 Class Parties/Graduations etc: $5,888 Fridge: $698 Books: $43 Landscaping: $2,250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mallory Needham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0474048809
ReturnHeader/Filer/USAddress/AddressLine1Txt03501 S SUNNYLANE RD
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073160
ReturnHeader/ReturnTs02023-09-11T19:26:08Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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