Civic Intelligence

PTA Jenks Southeast Elementary

990EZ • Fiscal year 2022 • EIN 73-1376706

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 25, 2022

205 E B StJenks, OK 74037

(000) 000-0000

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

31%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

182%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$135,583

Up $31,772 (+31%) from 2021

Net Assets

$135,583

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$133,346

Up $86,071 (+182%) from 2021

Expenses

Up

$101,574

Up $64,427 (+173%) from 2021

Net Income

Up

$31,772

Up $21,644 (+214%) from 2021

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $67,890Liabilities 2012: $02012Assets 2013: $69,898Liabilities 2013: $02013Assets 2014: $82,434Liabilities 2014: $02014Assets 2015: $100,320Liabilities 2015: $02015Assets 2016: $88,557Liabilities 2016: $02016Assets 2017: $99,714Liabilities 2017: $02017Assets 2018: $109,913Liabilities 2018: $02018Assets 2019: $99,822Liabilities 2019: $02019Assets 2020: $93,683Liabilities 2020: $02020Assets 2021: $103,811Liabilities 2021: $02021Assets 2022: $135,583Liabilities 2022: $0Net Assets 2022: $135,5832022Assets 2023: $165,776Liabilities 2023: $0Net Assets 2023: $165,7762023Assets 2024: $188,510Liabilities 2024: $0Net Assets 2024: $188,5102024Assets 2025: $182,632Net Assets 2025: $182,6322025

Highlighted filing

2022

Assets$135,583
Liabilities$0
Net Assets$135,583

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $157,909Expenses 2012: $137,697Net Income 2012: $20,2122012Revenue 2013: $138,716Expenses 2013: $136,708Net Income 2013: $2,0082013Revenue 2014: $138,833Expenses 2014: $126,297Net Income 2014: $12,5362014Revenue 2015: $137,820Expenses 2015: $119,934Net Income 2015: $17,8862015Revenue 2016: $163,697Expenses 2016: $175,460Net Income 2016: -$11,7632016Revenue 2017: $183,346Expenses 2017: $172,189Net Income 2017: $11,1572017Revenue 2018: $177,201Expenses 2018: $167,002Net Income 2018: $10,1992018Revenue 2019: $134,433Expenses 2019: $144,524Net Income 2019: -$10,0912019Revenue 2020: $107,697Expenses 2020: $113,836Net Income 2020: -$6,1392020Revenue 2021: $47,275Expenses 2021: $37,147Net Income 2021: $10,1282021Revenue 2022: $133,346Expenses 2022: $101,574Net Income 2022: $31,7722022Revenue 2023: $119,099Expenses 2023: $88,908Net Income 2023: $30,1912023Revenue 2024: $105,512Expenses 2024: $132,778Net Income 2024: -$27,2662024Revenue 2025: $81,823Expenses 2025: $87,701Net Income 2025: -$5,8782025

Highlighted filing

2022

Revenue$133,346
Expenses$101,574
Net Income$31,772
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 25, 2022
Return Version
2021v4.1
Gross Receipts
$175,704
Mission and Program Overview

Mission

PTA

Program Services

DescriptionGrantsExpenses
Other Program Services See O-$38,975
Teacher Development and Classroom suppliesresources for over 60 teachers and staff and over 900 students Chill Space for 10000 was made to create a safe place for all students to use when they need a mental break-$38,965
Classroom Periodicals and Leveled Readers for teachers to utilize in lessons and to add to their classroom libraries All Students Benefit-$26,778
Field Trips for all students grades K-4 approximately 800 students-$5,867
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brooke BranPresidentPT$0--
Ashley CrossVP-AllocationsPT$0--
Carissa CooperVP-FundraisingPT$0--
Cicely HeggemSecretaryPT$0--
Ashley LambTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Run for Fun$27,702$27,702$5,409$22,293
Trivia Night$45,076$12,998$4,080$8,918
Total Events$72,778$40,700$18,406$22,294
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
73-1376706
Phone
0000000000
Address
205 E B ST, JENKS, OK 74037

Signing Officer

Name
Deborah McKinney
Title
Treasurer
Phone
0000000000
Signed
2022-10-25
Supplemental Narrative

Additional Explanations

Schedule O:

Part I Line 8-Other revenue Art Fundraiser 1441 Students create artwork and parents have the option to purchase the artwork on keepsakes Box Tops 305 Families clip or scan the Box Tops from General Mills products and submit them to the PTA Community Partnership 18192 JSE partners with local businesses who pledge to donate a portion of sales made to school families back to the PTA Fall and Spring Picnic 1370 is an event the PTA sponsors that bring students and their families together and provide food games and entertainment twice a year The income is from selling slices of pizza to help offset the cost Line 16 Other Expenses These expenses reflect costs not specified in line 10-15 and include administrative costs accounting software advertising for PTA events office supplies ect lunches provided at meetings and insurance as well as the program service accomplishments listed in Part III Not all program services generate revenue Part III Organizations Primary exempt Purpose To support and enhance educational charitable and philanthropic opportunities at Jenks Southeast Elementary as well as foster an atmosphere of community and inclusiveness Line 31 Other Program Services These expenses include teacher appreciation monthly mailbox treats-from snacks to supplies theme decorations for teacher appreciation and teacher appreciation lunches care and concern support families and staff suffering a loss or serious illness hospitality welcome meeting and support for new families to the school site beautification 4th grade graduation ceremony

Raw XML Appendix230 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/PersonNm3Cicely Heggem
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Run for Fun
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Trivia Night
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part I Line 8-Other revenue Art Fundraiser 1441 Students create artwork and parents have the option to purchase the artwork on keepsakes Box Tops 305 Families clip or scan the Box Tops from General Mills products and submit them to the PTA Community Partnership 18192 JSE partners with local businesses who pledge to donate a portion of sales made to school families back to the PTA Fall and Spring Picnic 1370 is an event the PTA sponsors that bring students and their families together and provide food games and entertainment twice a year The income is from selling slices of pizza to help offset the cost Line 16 Other Expenses These expenses reflect costs not specified in line 10-15 and include administrative costs accounting software advertising for PTA events office supplies ect lunches provided at meetings and insurance as well as the program service accomplishments listed in Part III Not all program services generate revenue Part III Organizations Primary exempt Purpose To support and enhance educational charitable and philanthropic opportunities at Jenks Southeast Elementary as well as foster an atmosphere of community and inclusiveness Line 31 Other Program Services These expenses include teacher appreciation monthly mailbox treats-from snacks to supplies theme decorations for teacher appreciation and teacher appreciation lunches care and concern support families and staff suffering a loss or serious illness hospitality welcome meeting and support for new families to the school site beautification 4th grade graduation ceremony
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Deborah McKinney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731376706
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 E B ST
ReturnHeader/Filer/USAddress/CityNm0JENKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074037
ReturnHeader/ReturnTs02022-10-25T04:59:51Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Deborah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McKinney
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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.$1.83$1.83$0.82$0.88$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.06$1.33$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.19$0.89$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.33$1.02$0.32
2021Summary only. Only limited summary data is available for this year.$1.04$0.00$0.47$0.37$0.10
2020Summary only. Only limited summary data is available for this year.$0.94$0.00$1.08$1.14$0.06
2019Summary only. Only limited summary data is available for this year.$1.00$0.00$1.34$1.45$0.10
2018Summary only. Only limited summary data is available for this year.$1.10$0.00$1.77$1.67$0.10
2017Summary only. Only limited summary data is available for this year.$1.00$0.00$1.83$1.72$0.11
2016Summary only. Only limited summary data is available for this year.$0.89$0.00$1.64$1.75$0.12
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$1.38$1.20$0.18
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$1.39$1.26$0.13
2013Summary only. Only limited summary data is available for this year.$0.70$0.00$1.39$1.37$0.02
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$1.58$1.38$0.20