Civic Intelligence

PTA Oklahoma Congress Mustang Valley PTA

990EZ • Fiscal year 2014 • EIN 73-1266285

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 06, 2014

Organization Profilen/a
906 S Heights DriveMustang, OK 73064

(405) 376-2541

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

36th percentile

-1.7%

Higher net margin than 36% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$23,028

Down $676 (-2.9%) from 2013

Net Assets

Down

$23,028

Down $676 (-2.9%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin36th percentile

Revenue

Down

$39,822

Down $21,095 (-35%) from 2013

Expenses

Down

$40,498

Down $11,157 (-22%) from 2013

Net Income

Down

-$676

Down $9,938 (-107%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$30K$20K$10K$0Assets 2012: $14,442Liabilities 2012: $02012Assets 2013: $23,704Net Assets 2013: $23,7042013Assets 2014: $23,028Liabilities 2014: $0Net Assets 2014: $23,0282014Assets 2015: $28,302Net Assets 2015: $28,3022015Assets 2016: $15,567Net Assets 2016: $15,5672016Assets 2017: $13,676Net Assets 2017: $13,6762017

Highlighted filing

2014

Assets$23,028
Liabilities$0
Net Assets$23,028
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $43,346Expenses 2012: $57,849Net Income 2012: -$14,5032012Revenue 2013: $60,917Expenses 2013: $51,655Net Income 2013: $9,2622013Revenue 2014: $39,822Expenses 2014: $40,498Net Income 2014: -$6762014Revenue 2015: $52,514Expenses 2015: $47,240Net Income 2015: $5,2742015Revenue 2016: $28,718Expenses 2016: $41,453Net Income 2016: -$12,7352016Revenue 2017: $25,460Expenses 2017: $27,351Net Income 2017: -$1,8912017

Highlighted filing

2014

Revenue$39,822
Expenses$40,498
Net Income-$676
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 6, 2014
Return Version
2013v3.1
Gross Receipts
$98,454
Mission and Program Overview

Mission

promote child welfare in school, home community

Program Services

DescriptionGrantsExpenses
The organization has reduced the gap between the local school and the home by educating its over 600 parent and teacher members on how to bring into closer relation the home and school.-$33,225
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aimee CarmichaelPresident-$0--
Marlo RoddyVice-President-$0--
Cindy SheldonTreasurer-$0--
Melisa HildebrandSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$63,407$63,407$38,073$25,334
Event 2$18,134$18,134$14,409$3,725
Total Events$95,582$95,582$58,632$36,950
Filing and Contact Details

Filer

EIN
73-1266285
Phone
4053762541

Signing Officer

Name
Cindy Sheldon
Title
Treasurer
Signed
2014-08-06
Discuss with paid preparer
Yes

Preparer

Preparer
Amy Booth CPA
Phone
4054019276
Supplemental Narrative

Additional Explanations

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

“Conferences, conventions, and meetings 1,386”

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

“Supplies 936”

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

“Bus Driver appreciation 200”

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

“Contribution 650”

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

“Teacher appreciation 1,728”

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

“Accounting fees 300”

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

“Council Dues 1,608”

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

“Insurance 466”

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

“Student Enrichment 33,224”

Raw XML Appendix187 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/PersonNm0Darla Gann
IRS990EZ/BooksInCareOfDetail/PhoneNum04056264266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine109613 SW 33rd
IRS990EZ/BooksInCareOfDetail/USAddress/City0Oklahoma City
IRS990EZ/BooksInCareOfDetail/USAddress/State0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode073179
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023704
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023028
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01924
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-676
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023704
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023028
IRS990EZ/FundraisingGrossIncomeAmt095582
IRS990EZ/GrossReceiptsAmt098454
IRS990EZ/GroupExemptionNum02218
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0935
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023704
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023028
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023704
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023028
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Aimee Carmichael
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Marlo Roddy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cindy Sheldon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melisa Hildebrand
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040498
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0promote child welfare in school, home community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization has reduced the gap between the local school and the home by educating its over 600 parent and teacher members on how to bring into closer relation the home and school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033225
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt058632
IRS990EZ/SpecialEventsNetIncomeLossAmt036950
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt040498
IRS990EZ/TotalProgramServiceExpensesAmt033225
IRS990EZ/TotalRevenueAmt039822
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017330
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0133
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt095582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0101104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt072440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066853
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0409663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0133
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0107
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0138
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0245
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99870
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0480524
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097506
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0117531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092824
IRS990ScheduleA/Total509Grp/TotalAmt0480524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0117533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093035
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0480902
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095582
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018134
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt095582
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Cookie Dough Sales
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Spirit Wear
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt036950
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt06150
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058632
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt038073
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014409
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 1,386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bus Driver appreciation 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contribution 650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher appreciation 1,728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounting fees 300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Council Dues 1,608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance 466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Student Enrichment 33,224
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cindy Sheldon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA Oklahoma Congress Mustang Valley PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731266285
ReturnHeader/Filer/PhoneNum04053762541
ReturnHeader/Filer/USAddress/AddressLine10906 S Heights Drive
ReturnHeader/Filer/USAddress/City0Mustang
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073064
ReturnHeader/PreparerPersonGrp/PhoneNum04054019276
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy Booth CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-06T10:08:06-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,028
Liabilities
$0
Net assets
$23,028
Revenue
$39,822
Expenses
$40,498
Net income
-$676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$13.7$25.5$27.4$1.89
2016Detailed filing. Detailed filing data is available for this year.$15.6$15.6$28.7$41.5$12.7
2015Detailed filing. Detailed filing data is available for this year.$28.3$28.3$52.5$47.2$5.27
2014Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$39.8$40.5$0.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$23.7$60.9$51.7$9.26
2012Summary only. Only limited summary data is available for this year.$14.4$0.00$43.3$57.8$14.5
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits