Civic Intelligence

PTA Oklahoma Congress Mustang Trails Elementary

990EZ • Fiscal year 2018 • EIN 73-1369398

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 15, 2018

Organization Profile
906 S Heights DriveMustang, OK 73064

(405) 324-0016

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

9th percentile

-47%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

4th percentile

-78%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$4,438

Down $15,399 (-78%) from 2017

Net Assets

Down

$4,438

Down $15,399 (-78%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin9th percentile

Revenue

Down

$33,028

Down $5,265 (-14%) from 2017

Expenses

Up

$48,427

Up $19,215 (+66%) from 2017

Net Income

Down

-$15,399

Down $24,480 (-270%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$40K$30K$20K$10K$0Assets 2012: $7,821Liabilities 2012: $02012Assets 2013: $28,031Liabilities 2013: $02013Assets 2014: $31,636Liabilities 2014: $02014Assets 2017: $19,837Liabilities 2017: $0Net Assets 2017: $19,8372017Assets 2018: $4,438Liabilities 2018: $0Net Assets 2018: $4,4382018

Highlighted filing

2018

Assets$4,438
Liabilities$0
Net Assets$4,438
Open 2018 Filing

Operations Trend

Revenue Growth30th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $32,359Expenses 2012: $29,261Net Income 2012: $3,0982012Revenue 2013: $38,022Expenses 2013: $17,812Net Income 2013: $20,2102013Revenue 2014: $39,045Expenses 2014: $35,440Net Income 2014: $3,6052014Revenue 2017: $38,293Expenses 2017: $29,212Net Income 2017: $9,0812017Revenue 2018: $33,028Expenses 2018: $48,427Net Income 2018: -$15,3992018

Highlighted filing

2018

Revenue$33,028
Expenses$48,427
Net Income-$15,399
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 15, 2018
Return Version
2017v2.2
Gross Receipts
$48,854
Mission and Program Overview

Mission

To provide school supplieslearning tool

Program Services

DescriptionGrantsExpenses
Program provided the students and school staff with supplies enhanced learning tools and community building activities to increase cooperative participation-$43,731
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lysa McKinleyPresidentPT$0--
Ashley JaquesCo VP FundraisingPT$0--
Lauren KruszewskiCo VP FundraisingPT$0--
Kassie Kay HoehnerVP MembershipPT$0--
Deidra McCloudTreasurerPT$0--
Jill GoyetteSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
mult events$47,994$47,994$15,826$32,168
Total Events$47,994$47,994$15,826$32,168
Filing and Contact Details

Filer

Filer Name
PTA Oklahoma Congress Mustang Trails Elementary
EIN
73-1369398
Address
906 S Heights Drive, Mustang, OK 73064

Signing Officer

Name
Deidra McCloud
Title
Treasurer
Phone
4053240016
Signed
2018-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Amy L Booth CPA
Address
543 E State Hwy 152 Ste 101, Mustang, OK 73064
Preparer
Amy Booth CPA
Phone
4054554596
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountStudent enrichment expenses 43,731Teacher and staff appreciation 3,080Council dues 860Donations 381Bank fees 98Office expenses 277”

Raw XML Appendix171 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/PersonNm0Deidra McCloud
IRS990EZ/BooksInCareOfDetail/PhoneNum04053240016
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0906 S Heights Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mustang
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073064
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019837
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04438
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15399
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019837
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04438
IRS990EZ/FundraisingGrossIncomeAmt047994
IRS990EZ/GrossReceiptsAmt048854
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0860
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019837
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04438
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019837
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04438
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lysa McKinley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ashley Jaques
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lauren Kruszewski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kassie Kay Hoehner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Deidra McCloud
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jill Goyette
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt048427
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide school supplieslearning tool
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Program provided the students and school staff with supplies enhanced learning tools and community building activities to increase cooperative participation
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043731
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015826
IRS990EZ/SpecialEventsNetIncomeLossAmt032168
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048427
IRS990EZ/TotalProgramServiceExpensesAmt043731
IRS990EZ/TotalRevenueAmt033028
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0912
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09511
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt047994
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt066327
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt075786
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0190107
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0199618
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt048854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067239
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt083525
IRS990ScheduleA/Total509Grp/TotalAmt0199618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt067239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083525
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0199618
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015826
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0mult events
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047994
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047994
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032168
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015826
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015826
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountStudent enrichment expenses 43,731Teacher and staff appreciation 3,080Council dues 860Donations 381Bank fees 98Office expenses 277
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Deidra McCloud
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04053240016
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Oklahoma Congress Mustang Trails Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731369398
ReturnHeader/Filer/USAddress/AddressLine1Txt0906 S Heights Drive
ReturnHeader/Filer/USAddress/CityNm0Mustang
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073064
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0545531B3495EED1827229011C735094A2C9BA34C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0545531B3495EED1827229011C735094A2C9BA34C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07306262018232pao2aan
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.182.87.223
ReturnHeader/FilingSecurityInformation/IPDt02018-08-20
ReturnHeader/FilingSecurityInformation/IPTm009:42:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Amy L Booth CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0543 E State Hwy 152 Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mustang
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073064
ReturnHeader/PreparerPersonGrp/PhoneNum04054554596
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy Booth CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-15T17:13:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,438
Liabilities
$0
Net assets
$4,438
Revenue
$33,028
Expenses
$48,427
Net income
-$15,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$33.0$48.4$15.4
2017Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$38.3$29.2$9.08
2014Summary only. Only limited summary data is available for this year.$31.6$0.00$39.0$35.4$3.61
2013Summary only. Only limited summary data is available for this year.$28.0$0.00$38.0$17.8$20.2
2012Summary only. Only limited summary data is available for this year.$7.82$0.00$32.4$29.3$3.10