Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2012 • EIN 73-1314494

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 12, 2013

250 N Cockrel Ave73071
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Up

$45,005

Up $8,621 (+24%) from 2011

Net Assets

Up

$45,005

Up $8,621 (+24%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$34,942

Up $4,727 (+16%) from 2011

Expenses

Up

$26,321

Up $9,814 (+59%) from 2011

Net Income

Down

$8,621

Down $5,087 (-37%) from 2011

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $22,676Liabilities 2010: $0Net Assets 2010: $22,6762010Assets 2011: $36,384Liabilities 2011: $0Net Assets 2011: $36,3842011Assets 2012: $45,005Liabilities 2012: $0Net Assets 2012: $45,0052012Assets 2013: $48,420Liabilities 2013: $0Net Assets 2013: $48,4202013Assets 2014: $56,057Liabilities 2014: $0Net Assets 2014: $56,0572014Assets 2015: $57,318Liabilities 2015: $0Net Assets 2015: $57,3182015Assets 2016: $57,956Liabilities 2016: $0Net Assets 2016: $57,9562016Assets 2017: $63,132Liabilities 2017: $0Net Assets 2017: $63,1322017Assets 2018: $70,890Liabilities 2018: $02018Assets 2019: $74,218Liabilities 2019: $0Net Assets 2019: $74,2182019Assets 2020: $48,461Liabilities 2020: $0Net Assets 2020: $48,4612020Assets 2021: $52,996Liabilities 2021: $0Net Assets 2021: $52,9962021Assets 2023: $54,925Liabilities 2023: $0Net Assets 2023: $54,9252023Assets 2024: $42,084Liabilities 2024: $0Net Assets 2024: $42,0842024Assets 2025: $26,757Liabilities 2025: $0Net Assets 2025: $26,7572025

Highlighted filing

2012

Assets$45,005
Liabilities$0
Net Assets$45,005

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $28,238Expenses 2010: $22,387Net Income 2010: $5,8512010Revenue 2011: $30,215Expenses 2011: $16,507Net Income 2011: $13,7082011Revenue 2012: $34,942Expenses 2012: $26,321Net Income 2012: $8,6212012Revenue 2013: $33,111Expenses 2013: $29,696Net Income 2013: $3,4152013Revenue 2014: $40,053Expenses 2014: $38,014Net Income 2014: $2,0392014Revenue 2015: $38,798Expenses 2015: $37,537Net Income 2015: $1,2612015Revenue 2016: $42,937Expenses 2016: $42,329Net Income 2016: $6082016Revenue 2017: $43,552Expenses 2017: $38,486Net Income 2017: $5,0662017Revenue 2018: $34,225Expenses 2018: $26,467Net Income 2018: $7,7582018Revenue 2019: $33,827Expenses 2019: $30,499Net Income 2019: $3,3282019Revenue 2020: $874Expenses 2020: $26,631Net Income 2020: -$25,7572020Revenue 2021: $52,232Expenses 2021: $47,697Net Income 2021: $4,5352021Revenue 2023: $42,300Expenses 2023: $44,779Net Income 2023: -$2,4792023Revenue 2024: $46,077Expenses 2024: $58,894Net Income 2024: -$12,8172024Revenue 2025: $38,141Expenses 2025: $53,468Net Income 2025: -$15,3272025

Highlighted filing

2012

Revenue$34,942
Expenses$26,321
Net Income$8,621
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 12, 2013
Return Version
2011v1.2
Mission and Program Overview

Mission

To promote a quality education and nurturing environment for every child.

Filing and Contact Details

Filer

EIN
73-1314494
Raw XML Appendix303 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/CostOfGoodsSold015884
IRS990EZ/CostOtherBasisAndSalesExpenses00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Debra Peltier
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Andrea Appleby
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Renee Dietzel
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Carrie Linares
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Treasurer
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal01232
IRS990EZ/OtherRevenueTotal0729
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0To promote a quality education and nurturing environment for every child.
IRS990EZ/PrintingPublicationsPostage0669
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Classroom Assistance/Teacher Assistance - provide funds for teachers to purchase educational resources for classrooms, promote quality learning environment, teacher appreciation
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Student Assistance/Parental Assistance - School supplies given to needy families, school essentials, Family University (parent education & involvement), Family Picnic, Holiday craft, Red Ribbon Week, Reading awards, incentive awards, testing aids, Daily work agendas for 3rd~5th, 5th grade Recognition, Health Room supplies
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2School and Safety Equipment - Computer/Printer Equipment and Accessories, Technology presentation stations, Other School equipment, Assistance with outdoor classroom
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom3Art & Music Programs/Artist in Residence - Music Programs, Visiting Artist, Visiting Author, Artist in Residence/Art Day
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations09890
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IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses10
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses20
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses30
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IRS990EZ/ProhibitedTaxShelterTrans00
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IRS990EZ/SpecialEventsNetIncomeLoss028053
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OK
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
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IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101520 Sandpiper Lane
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Norman
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OK
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode073071
IRS990EZ/TheBooksAreInCareOf/NamePerson0Carrie Linares
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04055799510
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IRS990EZ/TotalExpenses026321
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue034942
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0http://www.orgsites.com/ok/ptajefferson/
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYear00
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IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus3Years00
IRS990ScheduleA/AmtsFromSubstContributors/CurrentTaxYearMinus4Years00
IRS990ScheduleA/AmtsFromSubstContributors/Total00
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IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus3Years00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/CurrentTaxYearMinus4Years00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear04490
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IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years08173
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years08012
IRS990ScheduleA/GiftsGrantsContribReceived509/Total030996
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear0359
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year0469
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years0415
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0309
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0457
IRS990ScheduleA/GrossInvestmentIncome509/Total02009
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear038848
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year043358
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years029711
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years025431
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years025037
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0162385
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYear00
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus1Year00
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus2Years00
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus3Years00
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus4Years00
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear0359
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year0469
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0415
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0309
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0457
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total02009
IRS990ScheduleA/InvestmentIncomePercentage00.01028
IRS990ScheduleA/NetIncomeFromOtherUBI/CurrentTaxYear00
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IRS990ScheduleA/NetIncomeFromOtherUBI/CurrentTaxYearMinus2Years00
IRS990ScheduleA/NetIncomeFromOtherUBI/CurrentTaxYearMinus3Years00
IRS990ScheduleA/NetIncomeFromOtherUBI/CurrentTaxYearMinus4Years00
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/CurrentTaxYear00
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IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years00
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/CurrentTaxYear00
IRS990ScheduleA/Post1975UBTI/CurrentTaxYearMinus1Year00
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IRS990ScheduleA/Post1975UBTI/CurrentTaxYearMinus3Years00
IRS990ScheduleA/Post1975UBTI/CurrentTaxYearMinus4Years00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PriorYearSupportPercentage00.98649
IRS990ScheduleA/PriorYrInvestIncomePercentage00.01351
IRS990ScheduleA/PubliclySupportedOrg509a20X
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IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years033049
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IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years033913
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years033506
IRS990ScheduleA/TotalSupportTotal/Total0195390
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IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleG/EventsInformation/CashPrizesEvent100
IRS990ScheduleG/EventsInformation/CashPrizesEvent200
IRS990ScheduleG/EventsInformation/CashPrizesOtherEvents00
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents00
IRS990ScheduleG/EventsInformation/CharitableContribOtherEvents02087
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent100
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent200
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal02087
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents010795
IRS990ScheduleG/EventsInformation/EntertainmentEvent100
IRS990ScheduleG/EventsInformation/EntertainmentEvent200
IRS990ScheduleG/EventsInformation/EntertainmentOtherEvents00
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents00
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent100
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent200
IRS990ScheduleG/EventsInformation/FoodAndBeverageOtherEvents00
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents00
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1024804
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent208169
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents07962
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal040935
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1024804
IRS990ScheduleG/EventsInformation/GrossRevenueEvent208169
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents05875
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents038848
IRS990ScheduleG/EventsInformation/NameOfEvent10Jeffy Challenge Walkathon
IRS990ScheduleG/EventsInformation/NameOfEvent20OU Football parking
IRS990ScheduleG/EventsInformation/NetIncomeSummary028053
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent100
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent200
IRS990ScheduleG/EventsInformation/NonCashPrizesOtherEvents00
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IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent101771
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent204815
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents04209
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents010795
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent100
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent200
IRS990ScheduleG/EventsInformation/RentFacilityCostsOtherEvents00
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents00
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents012
IRS990ScheduleO/GeneralExplanation/Explanation0Description;Amount^Void Lost check not cashed from previous tax year;65|Refund of Overpayment for Equipment;10|Repayment of Overpayment;14|Box Tops Revenue;386|Homeland Shopping Card Accrual;254^Total;729^
IRS990ScheduleO/GeneralExplanation/Explanation1Classroom Assistance/Teacher Assistance FMV 9889.61, Jefferson Elementary Teacher ans Staff, 32 individuals, 250 N. Cockrel Ave, Norman, OK 73071; Student Assistance/Parental Assistance FMV 4039.68, Jefferson Elementary Students and Families, 400 Individuals, 250 N. Cockrel Ave. Norman, Ok 73071; School and Safety Equipment FMV 8443.04, Jefferson Elementary Staff and Students 431 Individuals, 250 N. Cockrel Ave. Norman, Ok 73071; Art & Music Programs/Artist in Residence FMV 1391.59, 431 Individuals, 250 N. Cockrel Ave. Norman, Ok 73071; State and national PTA Dues FMV 656 Oklahoma PTA 2801 N. Lincoln, Suite 214, Oklahoma City, Ok 73105
IRS990ScheduleO/GeneralExplanation/Explanation2Description;Amount^Office Supplies;154|Thank you Gifts;210|Insurance;325|PTA Conference;262|PTA Member Finger Printing;58|Pledge for a Cure Donation;223^Total;1232^
IRS990ScheduleO/GeneralExplanation/Identifier0F99Z_P01_S00_L08
IRS990ScheduleO/GeneralExplanation/Identifier1F99Z_P01_S00_L10
IRS990ScheduleO/GeneralExplanation/Identifier2F99Z_P01_S00_L16
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/Explanation0Filed form 8868 which was accepted and was granted an extension. Thank You.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0731314494
ReturnHeader/Filer/Name/BusinessNameLine10PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/Name/BusinessNameLine20Jefferson Elementary PTA
ReturnHeader/Filer/NameControl0PTAO
ReturnHeader/Filer/Phone04053665889
ReturnHeader/Filer/USAddress/AddressLine10250 N Cockrel Ave
ReturnHeader/Filer/USAddress/City0Norman
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073071
ReturnHeader/Officer/DateSigned02013-02-12
ReturnHeader/Officer/Name0Carrie Linares
ReturnHeader/Officer/Phone04055799510
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-12T11:49:28-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$38.1$53.5$15.3
2024Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$46.1$58.9$12.8
2023Detailed filing. Detailed filing data is available for this year.$54.9$0.00$54.9$42.3$44.8$2.48
2021Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$52.2$47.7$4.54
2020Detailed filing. Detailed filing data is available for this year.$48.5$0.00$48.5$0.87$26.6$25.8
2019Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$33.8$30.5$3.33
2018Summary only. Only limited summary data is available for this year.$70.9$0.00$34.2$26.5$7.76
2017Detailed filing. Detailed filing data is available for this year.$63.1$0.00$63.1$43.6$38.5$5.07
2016Detailed filing. Detailed filing data is available for this year.$58.0$0.00$58.0$42.9$42.3$0.61
2015Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$38.8$37.5$1.26
2014Detailed filing. Detailed filing data is available for this year.$56.1$0.00$56.1$40.1$38.0$2.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.4$0.00$48.4$33.1$29.7$3.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.0$0.00$45.0$34.9$26.3$8.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.4$0.00$36.4$30.2$16.5$13.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$0.00$22.7$28.2$22.4$5.85