Civic Intelligence

PTA Oklahoma Congress Mustang Valley PTA

990EZ • Fiscal year 2017 • EIN 73-1266285

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 05, 2017

Organization ProfileN/A
906 S Heights DriveMustang, OK 73064

(405) 379-6254

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

26th percentile

-7.4%

Higher net margin than 26% 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

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$13,676

Down $1,891 (-12%) from 2016

Net Assets

Down

$13,676

Down $1,891 (-12%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin26th percentile

Revenue

Down

$25,460

Down $3,258 (-11%) from 2016

Expenses

Down

$27,351

Down $14,102 (-34%) from 2016

Net Income

Up

-$1,891

Up $10,844 (+85%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th 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: $15,567Net Assets 2016: $15,5672016Assets 2017: $13,676Liabilities 2017: $0Net Assets 2017: $13,6762017

Highlighted filing

2017

Assets$13,676
Liabilities$0
Net Assets$13,676
Open 2017 Filing

Operations Trend

Revenue Growth32nd 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

2017

Revenue$25,460
Expenses$27,351
Net Income-$1,891
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 5, 2017
Return Version
2016v3.0
Gross Receipts
$40,677
Mission and Program Overview

Mission

promote child welfare in school, home community

promote child welfare in school, home and community

Program Services

DescriptionGrantsExpenses
The organization has reduced the gap between the local school and the home by educating its parent and teacher members on how to bring into closer relation the home and school.-$21,710
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY SHELDONPresident-$0--
JENNIFER MARKWELLVP Of Programs-$0--
WENDY ELLIOTTVP Of Fundraising-$0--
RANDI MCSWAIN2nd VP Of Fundraising-$0--
SHAWNA WALKERSecretary-$0--
DEREK VILLANUEVATreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Donation Drive$20,946-$1,252-
Christmas Store$7,149$7,149$6,171$978
Total Events$39,024$18,078$15,217$2,861
Filing and Contact Details

Filer

Filer Name
PTA Oklahoma Congress Mustang Valley PTA
EIN
73-1266285
Phone
4053796254
Address
906 S Heights Drive, Mustang, OK 73064

Signing Officer

Name
Derek Villanueva
Title
Treasurer
Phone
4053796254
Signed
2017-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan & Young PC
Address
543 E Highway 152 Suite 101, Mustang, OK 73064
Preparer
Amy L Booth CPA
Phone
4053769192
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Student Enrichment 21710.”

Form 990EZ, Part I, Line 16

“Teacher and Staff Appreciation 2242.”

Form 990EZ, Part I, Line 16

“Council Dues 852.”

Form 990EZ, Part I, Line 16

“Leadership 70.”

Form 990EZ, Part I, Line 16

“Office Supplies 564.”

Form 990EZ, Part I, Line 16

“Meeting Expense 858.”

Form 990EZ, Part I, Line 16

“Insurance 595.”

Form 990EZ, Part I, Line 16

“Accounting Fees 360.”

Form 990EZ, Part I, Line 16

“Contributions 100.”

Raw XML Appendix193 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/BOYAmt015567
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013676
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0565
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1891
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015567
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013676
IRS990EZ/FundraisingGrossIncomeAmt039024
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt040677
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01088
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015567
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013676
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015567
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013676
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt54.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CINDY SHELDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER MARKWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WENDY ELLIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RANDI MCSWAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHAWNA WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEREK VILLANUEVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32nd VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027351
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0promote child welfare in school, home and community
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization has reduced the gap between the local school and the home by educating its parent and teacher members on how to bring into closer relation the home and school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021710
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015217
IRS990EZ/SpecialEventsNetIncomeLossAmt023807
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027351
IRS990EZ/TotalProgramServiceExpensesAmt021710
IRS990EZ/TotalRevenueAmt025460
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019866
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt070838
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0117773
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt095582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0101104
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0424321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0444187
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071288
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0118273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097506
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0117531
IRS990ScheduleA/Total509Grp/TotalAmt0444187
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0444206
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020946
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020946
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015217
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Donation Drive
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Christmas Store
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039024
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018078
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02861
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07794
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015217
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01252
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student Enrichment 21710.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher and Staff Appreciation 2242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Council Dues 852.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Leadership 70.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Supplies 564.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meeting Expense 858.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 595.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounting Fees 360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Contributions 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK VILLANUEVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053796254
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Oklahoma Congress Mustang Valley PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731266285
ReturnHeader/Filer/PhoneNum04053796254
ReturnHeader/Filer/USAddress/AddressLine1Txt0906 S Heights Drive
ReturnHeader/Filer/USAddress/CityNm0Mustang
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073064
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FF24D543C71D355385D2647EFE97EF3C35120215
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC1F3EBEA3DE449D33BD5BED929D1921B7999A65
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.182.87.143
ReturnHeader/FilingSecurityInformation/IPDt02017-08-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:04:19
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sullivan & Young PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0543 E Highway 152 Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mustang
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073064
ReturnHeader/PreparerPersonGrp/PhoneNum04053769192
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY L BOOTH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-07T07:04:32-07:00
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
$13,676
Liabilities
$0
Net assets
$13,676
Revenue
$25,460
Expenses
$27,351
Net income
-$1,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$13.7$0.00$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$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