Civic Intelligence

PTA Oklahoma Congress Mustang Valley PTA

990EZ • Fiscal year 2016 • EIN 73-1266285

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 24, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$15,567

Down $12,735 (-45%) from 2015

Net Assets

Down

$15,567

Down $12,735 (-45%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin9th percentile

Revenue

Down

$28,718

Down $23,796 (-45%) from 2015

Expenses

Down

$41,453

Down $5,787 (-12%) from 2015

Net Income

Down

-$12,735

Down $18,009 (-341%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th 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: $23,028Net Assets 2014: $23,0282014Assets 2015: $28,302Net Assets 2015: $28,3022015Assets 2016: $15,567Liabilities 2016: $0Net Assets 2016: $15,5672016Assets 2017: $13,676Net Assets 2017: $13,6762017

Highlighted filing

2016

Assets$15,567
Liabilities$0
Net Assets$15,567
Open 2016 Filing

Operations Trend

Revenue Growth11th 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

2016

Revenue$28,718
Expenses$41,453
Net Income-$12,735
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 24, 2016
Return Version
2015v2.1
Gross Receipts
$72,998
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.-$33,536
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy SheldonPresident-$0--
Jennifer MarkwellVP-$0--
Wendy ElliottVP-$0--
Sarah MoodySecretary-$0--
Derek VillanuevaTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Dough$52,241$52,241$28,475$23,766
Christmas Store$7,180$7,180$6,598$582
Total Events$70,838$70,838$44,280$26,558
Filing and Contact Details

Filer

Filer Name
PTA Oklahoma Congress Mustang Valley PTA
EIN
73-1266285
Phone
4053762541
Address
906 S Heights Drive, Mustang, OK 73064

Signing Officer

Name
Derek Villanueva
Title
Treasurer
Signed
2016-08-24
Discuss with paid preparer
Yes

Preparer

Preparer
Amy Booth
Phone
4054019276
Supplemental Narrative

Additional Explanations

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

“Contributions 100”

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

“Teacher and Staff Appreciation 2,831”

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

“Meeting Expense 1,005”

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

“Accounting Fees 360”

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

“Council Dues 1,368”

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

“Insurance 595”

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

“Leadership 1,183”

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

“Office Supplies 475”

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

“Student Enrichment 33,536”

Raw XML Appendix184 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/PersonNm0Derek Villanueva
IRS990EZ/BooksInCareOfDetail/PhoneNum04058214791
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03001 S Morgan Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oklahoma City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073179
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028302
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015567
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0450
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12735
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028302
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015567
IRS990EZ/FundraisingGrossIncomeAmt070838
IRS990EZ/GrossReceiptsAmt072998
IRS990EZ/GroupExemptionNum02218
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01710
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028302
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015567
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028302
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015567
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cindy Sheldon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Markwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Wendy Elliott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Moody
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Derek Villanueva
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041453
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/ProgramServiceExpensesAmt033536
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt044280
IRS990EZ/SpecialEventsNetIncomeLossAmt026558
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt041453
IRS990EZ/TotalProgramServiceExpensesAmt033536
IRS990EZ/TotalRevenueAmt028718
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035341
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt070838
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0117773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt095582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0101104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt072440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0457737
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0493078
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071288
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0118273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097506
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0117531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088480
IRS990ScheduleA/Total509Grp/TotalAmt0493078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt097519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0117533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt088500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0493117
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt044280
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cookie Dough
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Christmas Store
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt070838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011417
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt070838
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026558
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt09207
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt044280
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028475
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06598
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Contributions 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher and Staff Appreciation 2,831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meeting Expense 1,005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounting Fees 360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Council Dues 1,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Leadership 1,183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office Supplies 475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Student Enrichment 33,536
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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Derek Villanueva
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Oklahoma Congress Mustang Valley PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731266285
ReturnHeader/Filer/PhoneNum04053762541
ReturnHeader/Filer/USAddress/AddressLine1Txt0906 S Heights Drive
ReturnHeader/Filer/USAddress/CityNm0Mustang
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073064
ReturnHeader/PreparerPersonGrp/PhoneNum04054019276
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy Booth
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-24T06:46:42-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,567
Liabilities
$0
Net assets
$15,567
Revenue
$28,718
Expenses
$41,453
Net income
-$12,735
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$0.00$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$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