Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2021 • EIN 73-1314494

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 12, 2021

250 N Cockrel AvenueNorman, OK 73071

(405) 366-5889

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

50th percentile

8.7%

Higher net margin than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

55th percentile

9.4%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

5876%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$52,996

Up $4,535 (+9.4%) from 2020

Net Assets

Up

$52,996

Up $4,535 (+9.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$52,232

Up $51,358 (+5876%) from 2020

Expenses

Up

$47,697

Up $21,066 (+79%) from 2020

Net Income

Up

$4,535

Up $30,292 (+118%) from 2020

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

2021

Assets$52,996
Liabilities$0
Net Assets$52,996

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

2021

Revenue$52,232
Expenses$47,697
Net Income$4,535
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$59,897
Mission and Program Overview

Mission

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

Classroom assistance for teachers

Program Services

DescriptionGrantsExpenses
Classroom Assistance/Teacher Assistance: Provide funds for teachers to purchase education resources for classrooms, and to promote a quality learning environment.-$22,788
Teacher Appreciation-$1,780
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen McCallPresidentPT$0--
Diana JonesVice President-$0--
Jordan RousseauSecretaryPT$0--
Amberly FrostTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
PTA Oklahoma Congress
EIN
73-1314494
Address
250 N Cockrel Avenue, Norman, OK 73071

Signing Officer

Name
Amberly Frost
Title
Treasurer
Phone
4053665889
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Larry Pace & Co PC
Address
1225 W Main Suite 124, Norman, OK 73069
Preparer
Larry Pace
Phone
4053213026
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description Amount5th Grade Legacy 200Events 20,527Insurance 290Postage 37Software 1,300Supplies & Resources 22,788Teacher Appreciation 1,780

Raw XML Appendix172 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt046922
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Classroom assistance for teachers
IRS990EZ/ProgramServiceRevenueAmt021096
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022788
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11780
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TotalRevenueAmt052232
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0425
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03622
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0425
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IRS990ScheduleA/InvestmentIncomeCYPct00.01000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description Amount5th Grade Legacy 200Events 20,527Insurance 290Postage 37Software 1,300Supplies & Resources 22,788Teacher Appreciation 1,780
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073071
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
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ReturnHeader/ReturnTs02021-11-12T10:16:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amberly
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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