Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2020 • EIN 73-1314494

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

Organization ProfileWWW.ORGSITES.COM/OK/PTAJEFFERSON
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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-2947%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-35%

Faster asset growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-97%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$48,461

Down $25,757 (-35%) from 2019

Net Assets

Down

$48,461

Down $25,757 (-35%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$874

Down $32,953 (-97%) from 2019

Expenses

Down

$26,631

Down $3,868 (-13%) from 2019

Net Income

Down

-$25,757

Down $29,085 (-874%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2020

Assets$48,461
Liabilities$0
Net Assets$48,461
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

2020

Revenue$874
Expenses$26,631
Net Income-$25,757
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$21,397
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.-$11,565
Teacher Appreciation-$1,974
Student/Parental Assistance.-$1,870
Compensation and Service Providers
Top Officer Pay76th percentile

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
2020-11-11
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 revenue Part I line 8

“Description AmountBack to School Night 954Enrollment Confirmation 3,754”

Description of other expenses Part I line 16

“Description Amount5th Grade Legacy 5,760History Collection 254Hospitality 757Insurance 405Music Program 139Myster Science 999Outside Services 1,870Software 1,500Teacher Appreciation 1,974Dues 633”

Raw XML Appendix182 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/USAddress/CityNm0Norman
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073070
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IRS990EZ/GrossSalesOfInventoryAmt06649
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristen McCall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Diana Jones
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt014291
IRS990EZ/OtherRevenueTotalAmt04708
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Classroom assistance for teachers
IRS990EZ/PrintingPublicationsPostageAmt011565
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom Assistance/Teacher Assistance: Provide funds for teachers to purchase education resources for classrooms, and to promote a quality learning environment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Teacher Appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student/Parental Assistance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011565
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11974
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21870
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07378
IRS990EZ/SpecialEventsNetIncomeLossAmt02278
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026631
IRS990EZ/TotalProgramServiceExpensesAmt015409
IRS990EZ/TotalRevenueAmt0874
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0897
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02971
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02051
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07174
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0384
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0468
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0425
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0395
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07398
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06274
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012527
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt041645
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt09656
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt042911
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt037542
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt044197
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt042204
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0176510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0384
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0468
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0425
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0395
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02112
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99070
IRS990ScheduleA/PublicSupportPY509Pct00.99220
IRS990ScheduleA/PublicSupportTotal509Amt0225329
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051206
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049310
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt052522
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055986
IRS990ScheduleA/Total509Grp/TotalAmt0225329
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052947
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056381
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0227441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBack to School Night 954Enrollment Confirmation 3,754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description Amount5th Grade Legacy 5,760History Collection 254Hospitality 757Insurance 405Music Program 139Myster Science 999Outside Services 1,870Software 1,500Teacher Appreciation 1,974Dues 633
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amberly Frost
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04053665889
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Oklahoma Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731314494
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 N Cockrel Avenue
ReturnHeader/Filer/USAddress/CityNm0Norman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073071
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.164.69.79
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTm013:12:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731210952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Larry Pace & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01225 W Main Suite 124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073069
ReturnHeader/PreparerPersonGrp/PhoneNum04053213026
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry Pace
ReturnHeader/ReturnTs02020-11-11T13:10:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,461
Liabilities
$0
Net assets
$48,461
Revenue
$874
Expenses
$26,631
Net income
-$25,757
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