Civic Intelligence

PTA Oklahoma Congress

EIN 73-1122992 • 501(c)3 • Oklahoma City, OK

Profile

The organization's primary purpose is to provide a support system to the faculty and staff of Red Oak Elementary.

11224 S PennsylvaniaOklahoma City, OK 73170

www.redoakpta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

94th percentile

120%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$18,340

Up $9,987 (+120%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$18,340

Up $10,864 (+145%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin85th percentile

Revenue

Down

$27,401

Down $14,114 (-34%) from 2023

Expenses

Down

$17,414

Down $25,513 (-59%) from 2023

Net Income

Up

$9,987

Up $11,399 (+807%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2014: $14,738Net Assets 2014: $14,7382014Assets 2015: $16,630Net Assets 2015: $16,6302015Assets 2018: $41,610Net Assets 2018: $41,6102018Assets 2019: $27,211Net Assets 2019: $27,1022019Assets 2020: $29,420Net Assets 2020: $29,2852020Assets 2021: $14,559Net Assets 2021: $14,8172021Assets 2022: $8,888Net Assets 2022: $8,8562022Assets 2023: $8,353Net Assets 2023: $7,4762023Assets 2024: $18,340Liabilities 2024: $0Net Assets 2024: $18,3402024

Highlighted filing

2024

Assets$18,340
Liabilities$0
Net Assets$18,340
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $75,167Expenses 2014: $68,498Net Income 2014: $6,6692014Revenue 2015: $65,611Expenses 2015: $63,719Net Income 2015: $1,8922015Revenue 2018: $97,669Expenses 2018: $72,974Net Income 2018: $24,6952018Revenue 2019: $58,351Expenses 2019: $72,859Net Income 2019: -$14,5082019Revenue 2020: $53,525Expenses 2020: $51,451Net Income 2020: $2,0742020Revenue 2021: $13,100Expenses 2021: $27,703Net Income 2021: -$14,6032021Revenue 2022: $34,691Expenses 2022: $40,394Net Income 2022: -$5,7032022Revenue 2023: $41,515Expenses 2023: $42,927Net Income 2023: -$1,4122023Revenue 2024: $27,401Expenses 2024: $17,414Net Income 2024: $9,9872024

Highlighted filing

2024

Revenue$27,401
Expenses$17,414
Net Income$9,987
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$18,340
Liabilities
$0
Net assets
$18,340
Revenue
$27,401
Expenses
$17,414
Net income
$9,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$27.4$17.4$9.99
2023Detailed filing. Detailed filing data is available for this year.$8.35$7.48$41.5$42.9$1.41
2022Detailed filing. Detailed filing data is available for this year.$8.89$8.86$34.7$40.4$5.70
2021Detailed filing. Detailed filing data is available for this year.$14.6$14.8$13.1$27.7$14.6
2020Detailed filing. Detailed filing data is available for this year.$29.4$29.3$53.5$51.5$2.07
2019Detailed filing. Detailed filing data is available for this year.$27.2$27.1$58.4$72.9$14.5
2018Detailed filing. Detailed filing data is available for this year.$41.6$41.6$97.7$73.0$24.7
2015Detailed filing. Detailed filing data is available for this year.$16.6$16.6$65.6$63.7$1.89
2014Detailed filing. Detailed filing data is available for this year.$14.7$14.7$75.2$68.5$6.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 27, 2024
Return Version
2023v5.0
Gross Receipts
$58,691
Mission and Program Overview

Mission

Provide a quality environment

The organization's primary purpose is to provide a support system to the faculty and staff of Red Oak Elementary.

Program Services

DescriptionGrantsExpenses
Provided funds for and helped organize teacher appreciation events throughout the year. This benefitted approximately 65 faculty/staff.$0$2,497
Provided funds for and helped organize parties and field trips for each grade within the school. This impacted approximately 600 students.$0$1,744
Provided funds for and helped organize events for sixth grade graduation/celebration. This impacted approximately 100 students.-$1,598
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cheron HenryPresidentPT$0--
Jill MaccivernaVice-PresidentPT$0--
Brittney NeedlerTreasurerPT$0--
Allison MarotaSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blue & Gold Sales$18,528$18,528$13,563$4,965
World's Finest Chocolate Sales$1,776$1,776$12,228$-10,452
Total Events$20,304$20,304$25,791$-5,487
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
73-1122992
Address
11224 S PENNSYLVANIA, OKLAHOMA CITY, OK 73170

Signing Officer

Name
Jocelyn Gross-Wilson
Title
PTA President
Signed
2024-09-27

Preparer

Firm
Brightline Business Services
Address
3805 Joshua Ln, Moore, OK 73165
Preparer
Mallory Needham
Phone
4056406790
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Camp Classen: $388 Counselor Support: $215 Hospitality: $98 Library: $480 Music: $459 Parties/Field Trips: $1744 Patron Appreciation: $944 PE Support: $497 Reflections: $96 Sixth Grade Celebrations: $1598 STEAM Night: $627 Student Appreciation: $586 Super Kids Day: $1915 Teacher Appreciation: $2497 Donation Expense: $7 AR: $1635”

Part I, Line 8

“Teacher Appreciation Gifts: $1,298 Administration: $2,457”

Raw XML Appendix211 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/PhoneNum04056406790
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKC
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt02070
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0859
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IRS990EZ/GrossSalesOfInventoryAmt04362
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0397
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cheron Henry
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt013787
IRS990EZ/OtherRevenueTotalAmt03755
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary purpose is to provide a support system to the faculty and staff of Red Oak Elementary.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt09876
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided funds for and helped organize parties and field trips for each grade within the school. This impacted approximately 600 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided funds for and helped organize events for sixth grade graduation/celebration. This impacted approximately 100 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided funds for and helped organize teacher appreciation events throughout the year. This benefitted approximately 65 faculty/staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01744
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11598
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22497
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027787
IRS990EZ/SpecialEventsNetIncomeLossAmt012164
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017414
IRS990EZ/TotalProgramServiceExpensesAmt05839
IRS990EZ/TotalRevenueAmt027401
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0747
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0747
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014238
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt039951
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/SupportedOrganizationsCnt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Blue & Gold Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0World's Finest Chocolate Sales
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01776
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5487
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Camp Classen: $388 Counselor Support: $215 Hospitality: $98 Library: $480 Music: $459 Parties/Field Trips: $1744 Patron Appreciation: $944 PE Support: $497 Reflections: $96 Sixth Grade Celebrations: $1598 STEAM Night: $627 Student Appreciation: $586 Super Kids Day: $1915 Teacher Appreciation: $2497 Donation Expense: $7 AR: $1635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Appreciation Gifts: $1,298 Administration: $2,457
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 8
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jocelyn Gross-Wilson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PTA President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731122992
ReturnHeader/Filer/USAddress/AddressLine1Txt011224 S PENNSYLVANIA
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073170
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0854361909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brightline Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03805 Joshua Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Moore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073165
ReturnHeader/PreparerPersonGrp/PhoneNum04056406790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mallory Needham
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-01T21:18:29Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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