Civic Intelligence

PTA Oklahoma Congress - Mckinley

990EZ • Fiscal year 2017 • EIN 73-1238881

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 04, 2017

Organization ProfileWWW.MCKINLEYPTA.COM
728 South FloodNorman, OK 73069-4555

(405) 366-5914

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

3.9%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$51,658

Up $13,424 (+35%) from 2016

Net Assets

Up

$51,658

Up $13,424 (+35%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$83,205

Up $3,157 (+3.9%) from 2016

Expenses

Up

$69,781

Up $12,103 (+21%) from 2016

Net Income

Down

$13,424

Down $8,946 (-40%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$60K$40K$20K$0Assets 2011: $19,263Liabilities 2011: $02011Assets 2012: $10,845Net Assets 2012: $10,8452012Assets 2013: $7,055Liabilities 2013: $0Net Assets 2013: $7,0552013Assets 2014: $18,509Liabilities 2014: $0Net Assets 2014: $18,5092014Assets 2015: $15,864Liabilities 2015: $0Net Assets 2015: $15,8642015Assets 2016: $38,234Liabilities 2016: $0Net Assets 2016: $38,2342016Assets 2017: $51,658Net Assets 2017: $51,6582017Assets 2018: $33,680Liabilities 2018: $02018Assets 2019: $23,033Net Assets 2019: $23,0332019Assets 2020: $1,623Net Assets 2020: $1,6232020

Highlighted filing

2017

Assets$51,658
Liabilities-
Net Assets$51,658
Open 2017 Filing

Operations Trend

Revenue Growth54th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $48,144Expenses 2011: $48,898Net Income 2011: -$7542011Revenue 2012: $43,298Expenses 2012: $51,716Net Income 2012: -$8,4182012Revenue 2013: $48,318Expenses 2013: $52,160Net Income 2013: -$3,8422013Revenue 2014: $61,027Expenses 2014: $49,573Net Income 2014: $11,4542014Revenue 2015: $59,536Expenses 2015: $62,181Net Income 2015: -$2,6452015Revenue 2016: $80,048Expenses 2016: $57,678Net Income 2016: $22,3702016Revenue 2017: $83,205Expenses 2017: $69,781Net Income 2017: $13,4242017Revenue 2018: $87,966Expenses 2018: $105,944Net Income 2018: -$17,9782018Revenue 2019: $86,169Expenses 2019: $96,816Net Income 2019: -$10,6472019Revenue 2020: $72,494Expenses 2020: $93,905Net Income 2020: -$21,4112020

Highlighted filing

2017

Revenue$83,205
Expenses$69,781
Net Income$13,424
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$102,432
Mission and Program Overview

Mission

Provide financial supposrt to mckinley

Program Services

DescriptionGrantsExpenses
TO ASSIST TEACHERS WITH SUPPLIES AND MATERIALS TO FURTHER THE EDUCATION OF THE STUDENTS AT MCKINLEY ELEMENTARY SCHOOL.-$62,833
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN POARCHPresident-$0--
LIZ ROBERTSVice Preside-$0--
DAPHNE LADUETreasurer-$0--
KATIE MILLERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Football Parkin$39,459$39,459$221$39,238
Jog-a-thon$30,762$30,762$4,428$26,334
Total Events$83,286$83,286$7,098$76,188
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress - Mckinley
EIN
73-1238881
Phone
4053665914
Address
728 SOUTH FLOOD, NORMAN, OK 73069-4555

Signing Officer

Name
Kristin Poarch
Title
President
Phone
4053665914
Signed
2017-10-04

Preparer

Firm
Gray Blodgett & Company Pllc
Address
629 24TH AVE SW, NORMAN, OK 73069-3912
Preparer
C Janese Shepard
Phone
4053605533
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 495 bank fees 386 norman council dues 50 professional development 3,502 pta supplies 549 hospitality 1,235 watch d.o.g.s. 381 student activities 62,833 total 69,431”

Raw XML Appendix171 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/PersonNm0ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum04053665914
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0728 SOUTH FLOOD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0730694555
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038234
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051658
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0837
IRS990EZ/CostOfGoodsSoldAmt012129
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013424
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038234
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051658
IRS990EZ/FundraisingGrossIncomeAmt083740
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05459
IRS990EZ/GrossReceiptsAmt0102432
IRS990EZ/GrossSalesOfInventoryAmt017588
IRS990EZ/GroupExemptionNum02218
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt079
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0188
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038234
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051658
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038234
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051658
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTIN POARCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LIZ ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAPHNE LADUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069431
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FINANCIAL SUPPOSRT TO MCKINLEY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO ASSIST TEACHERS WITH SUPPLIES AND MATERIALS TO FURTHER THE EDUCATION OF THE STUDENTS AT MCKINLEY ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062833
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07098
IRS990EZ/SpecialEventsNetIncomeLossAmt076642
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069781
IRS990EZ/TotalProgramServiceExpensesAmt062833
IRS990EZ/TotalRevenueAmt083205
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MCKINLEYPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05529
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt079
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0103
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0101516
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt093394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt083429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt067215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0415620
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0103
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0421149
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102353
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt094294
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072703
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068021
IRS990ScheduleA/Total509Grp/TotalAmt0421149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0102432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094295
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083779
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068041
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0421252
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07098
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FOOTBALL PARKIN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039459
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013065
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039459
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt013065
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt083286
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt076188
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02449
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07098
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0221
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04428
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 495 BANK FEES 386 NORMAN COUNCIL DUES 50 PROFESSIONAL DEVELOPMENT 3,502 PTA SUPPLIES 549 HOSPITALITY 1,235 WATCH D.O.G.S. 381 STUDENT ACTIVITIES 62,833 TOTAL 69,431
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTIN POARCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04053665914
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS - MCKINLEY
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731238881
ReturnHeader/Filer/PhoneNum04053665914
ReturnHeader/Filer/USAddress/AddressLine1Txt0728 SOUTH FLOOD
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0730694555
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01EE893F44D4BFB0F3691DAF324EE7716341CB26A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C967F105C2213868FA3F588C72FAD4001074ED62
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731352810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY BLODGETT & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0629 24TH AVE SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0730693912
ReturnHeader/PreparerPersonGrp/PhoneNum04053605533
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C JANESE SHEPARD
ReturnHeader/ReturnTs02017-11-20T08:11:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,658
Liabilities
-
Net assets
$51,658
Revenue
$83,205
Expenses
$69,781
Net income
$13,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.72$0.94$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.86$0.97$0.11
2018Summary only. Only limited summary data is available for this year.$0.34$0.00$0.88$1.06$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.83$0.70$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.80$0.58$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.60$0.62$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.61$0.50$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.48$0.52$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.43$0.52$0.08
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.48$0.49$0.01