Civic Intelligence

PTA Jenks Southeast Elementary

990EZ • Fiscal year 2024 • EIN 73-1376706

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 23, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-26%

Higher net margin than 16% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$188,510

Up $22,734 (+14%) from 2023

Net Assets

Up

$188,510

Up $22,734 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$105,512

Down $13,587 (-11%) from 2023

Expenses

Up

$132,778

Up $43,870 (+49%) from 2023

Net Income

Down

-$27,266

Down $57,457 (-190%) from 2023

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

2024

Assets$188,510
Liabilities$0
Net Assets$188,510

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

2024

Revenue$105,512
Expenses$132,778
Net Income-$27,266
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 23, 2024
Return Version
2023v5.0
Gross Receipts
$176,938
Mission and Program Overview

Mission

PTA

Program Services

DescriptionGrantsExpenses
1 Teacher development and classroom suppliesresources for over 60 teachers and staff and over 800 students-$29,997
Other program services 4th grade activities care and concern for stafffaculty site beautification teacher appreciation-$28,790
2 Classroom Periodicals and Leveled Readers for teachers to utilize in lessons and to add to their classroom libraries All Students Benefit-$25,890
3 Field Trips for all students grades K-4 approximately 800 students-$4,786
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah McKInneyPresidentPT$0--
Lisa BisognoTreasurerPT$0--
Cicely HeggemVice President Of FundraisingPT$0--
Paris BurmasterVice President Of MembershipallocationsPT$0--
Laura TealSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$0$0$0$0
Event 2$0$0$0$0
Total Events$176,938$136,462$133,294$3,168
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
Lisa Bisogno
Title
Treasurer
Phone
0000000000
Signed
2024-10-23

Preparer

Firm
Jenks Southeast Elementary PTA
Address
1804 S Hemlock Ave, 0, Broken Arrow, OK 74012
Supplemental Narrative

Additional Explanations

Schedule O:

Part 1.16 Other expenses entail 4th grade activities for students; care and concern for staff/faculty; site beautification for campus; teacher appreciation, etc. Part 1.20 Other changes in net assets or fund balances; JSE PTA transferred $50,000 from checking into the money market/interest account; Treasurer marked the $50,000 in this category to assure that $50,000 was accounted for within fund balances.

Raw XML Appendix216 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Lisa Bisogno
IRS990EZ/BooksInCareOfDetail/PhoneNum09549938170
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01804 S Hemlock Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Broken Arrow
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0165776
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0188510
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IRS990EZ/ContributionsGiftsGrantsEtcAmt040476
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IRS990EZ/GamingGrossIncomeAmt01350
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt04992
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Deborah McKInney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Bisogno
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cicely Heggem
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Paris Burmaster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Laura Teal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President of MembershipAllocations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt050000
IRS990EZ/OtherExpensesTotalAmt0132028
IRS990EZ/OtherRevenueTotalAmt015121
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt015906
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01 Teacher development and classroom suppliesresources for over 60 teachers and staff and over 800 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt12 Classroom Periodicals and Leveled Readers for teachers to utilize in lessons and to add to their classroom libraries All Students Benefit
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt23 Field Trips for all students grades K-4 approximately 800 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services 4th grade activities care and concern for stafffaculty site beautification teacher appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029997
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt125890
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24786
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt328790
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026247
IRS990EZ/SpecialEventsNetIncomeLossAmt027931
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132778
IRS990EZ/TotalProgramServiceExpensesAmt089463
IRS990EZ/TotalRevenueAmt0105512
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Art fundraiser community sponsorships and fallspring picnic fundraiser
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III-B, line 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt085578
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015906
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt019980
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt052828
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt087475
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
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IRS990ScheduleA/OtherIncome509Grp/TotalAmt026112
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.88
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109210
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt099729
IRS990ScheduleA/Total509Grp/TotalAmt0208939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0125417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0109634
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0235051
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt040476
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt040476
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0133294
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01256
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0136462
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03168
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0132038
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1.16 Other expenses entail 4th grade activities for students; care and concern for staff/faculty; site beautification for campus; teacher appreciation, etc. Part 1.20 Other changes in net assets or fund balances; JSE PTA transferred $50,000 from checking into the money market/interest account; Treasurer marked the $50,000 in this category to assure that $50,000 was accounted for within fund balances.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Bisogno
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731376706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jenks Southeast Elementary PTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01804 S Hemlock Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt00
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Broken Arrow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074012
ReturnHeader/ReturnTs02024-10-23T17:00:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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