Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2023 • EIN 73-1361967

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 03, 2023

Organization ProfileN/A
500 N SherryNorman, OK 73069

(405) 615-2651

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

36%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$62,403

Up $16,120 (+35%) from 2022

Net Assets

$62,403

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin75th percentile

Revenue

Up

$72,891

Up $19,293 (+36%) from 2022

Expenses

Down

$56,771

Down $6,493 (-10%) from 2022

Net Income

Up

$16,120

Up $25,786 (+267%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$100K$50K$0Assets 2011: $32,200Liabilities 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $1Liabilities 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $1Liabilities 2020: $02020Assets 2021: $1Liabilities 2021: $0Net Assets 2021: $12021Assets 2022: $46,283Liabilities 2022: $02022Assets 2023: $62,403Liabilities 2023: $0Net Assets 2023: $62,4032023Assets 2024: $67,051Liabilities 2024: $02024Assets 2025: $98,765Liabilities 2025: $0Net Assets 2025: $98,7652025

Highlighted filing

2023

Assets$62,403
Liabilities$0
Net Assets$62,403
Open 2023 Filing

Operations Trend

Revenue Growth75th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $32,719Expenses 2011: $36,161Net Income 2011: -$3,4422011Revenue 2012: $69,346Expenses 2012: $69,346Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $84,647Expenses 2018: $84,647Net Income 2018: $02018Revenue 2019: $82,368Expenses 2019: $82,368Net Income 2019: $02019Revenue 2020: $85,611Expenses 2020: $85,611Net Income 2020: $02020Revenue 2021: $32,374Expenses 2021: $32,374Net Income 2021: $02021Revenue 2022: $53,598Expenses 2022: $63,264Net Income 2022: -$9,6662022Revenue 2023: $72,891Expenses 2023: $56,771Net Income 2023: $16,1202023Revenue 2024: $116,700Expenses 2024: $112,052Net Income 2024: $4,6482024Revenue 2025: $91,380Expenses 2025: $59,666Net Income 2025: $31,7142025

Highlighted filing

2023

Revenue$72,891
Expenses$56,771
Net Income$16,120
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 3, 2023
Return Version
2022v5.0
Gross Receipts
$72,891
Mission and Program Overview

Mission

Benefit cleveland cty school

Support cleveland elementary

Program Services

DescriptionGrantsExpenses
SUPPORT CLEVELAND ELEMENTARY BY PROVIDING ACTIVITIES THAT PROMOTE PARENT ENGAGEMENT, SUPPORT THE ENHANCED EDUCATION OF OUR STUDENTS AND ENABLE OUR TEACHERS TO FEEL ASSISTED.-$52,027
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN MOOREPresidentPT$0--
KATE VAHLBERGVice President-$0--
JENNY WRIGHTTreasurer-$0--
LANE KRATTIGERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$44,587$44,587$5,300$39,287
Bingo Night$7,469$7,469$1,800$5,669
Total Events$64,097$64,097$11,533$52,564
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
73-1361967
Address
500 N SHERRY, NORMAN, OK 73069

Signing Officer

Name
Jenny Wright
Title
Treasurer
Phone
4056152651
Signed
2023-08-03
Discuss with paid preparer
Yes

Preparer

Firm
CROB Financial Solutions PLLC
Address
PO Box 5478, Norman, OK 73070
Preparer
Cameron G Robinson
Phone
4057619700
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadministrative expenses 4,094fundraising and program expenses 52,027”

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNY WRIGHT
IRS990EZ/BooksInCareOfDetail/PhoneNum04056152651
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0500 N SHERRY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073069
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046283
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062403
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016120
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046283
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062403
IRS990EZ/FundraisingGrossIncomeAmt072775
IRS990EZ/GrossReceiptsAmt072891
IRS990EZ/GroupExemptionNum02218
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0116
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046283
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062403
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046283
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062403
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATE VAHLBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNY WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LANE KRATTIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt056121
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CLEVELAND ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT CLEVELAND ELEMENTARY BY PROVIDING ACTIVITIES THAT PROMOTE PARENT ENGAGEMENT, SUPPORT THE ENHANCED EDUCATION OF OUR STUDENTS AND ENABLE OUR TEACHERS TO FEEL ASSISTED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052027
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsNetIncomeLossAmt072775
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056771
IRS990EZ/TotalProgramServiceExpensesAmt052027
IRS990EZ/TotalRevenueAmt072891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0false
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011533
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BINGO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064097
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt044587
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064097
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052564
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04433
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05300
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/LicensedStatesCd0OK
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADMINISTRATIVE EXPENSES 4,094FUNDRAISING AND PROGRAM EXPENSES 52,027
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04056152651
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731361967
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 N SHERRY
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073069
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471769615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROB Financial Solutions PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5478
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073070
ReturnHeader/PreparerPersonGrp/PhoneNum04057619700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cameron G Robinson
ReturnHeader/ReturnTs02023-08-03T15:11:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,403
Liabilities
$0
Net assets
$62,403
Revenue
$72,891
Expenses
$56,771
Net income
$16,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.91$0.60$0.32
2024Summary only. Only limited summary data is available for this year.$0.67$0.00$1.17$1.12$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.73$0.57$0.16
2022Summary only. Only limited summary data is available for this year.$0.46$0.00$0.54$0.63$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.32$0.32$0.00
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.86$0.86$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.82$0.82$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.85$0.85$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.69$0.69$0.00
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$0.33$0.36$0.03