Civic Intelligence

PTA Oklahoma Congress Truman Elementary

990EZ • Fiscal year 2013 • EIN 73-1407484

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 16, 2014

Organization ProfileWWW.TRUMANPTA.ORG
600 Parkside Road73072-4200
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$38,233

Down $30,372 (-44%) from 2012

Net Assets

Down

$38,233

Down $30,372 (-44%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin8th percentile

Revenue

Down

$63,489

Down $12,118 (-16%) from 2012

Expenses

Up

$93,861

Up $3,975 (+4.4%) from 2012

Net Income

Down

-$30,372

Down $16,093 (-113%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$100K$50K$0Assets 2010: $68,763Liabilities 2010: $0Net Assets 2010: $68,7632010Assets 2011: $82,884Liabilities 2011: $0Net Assets 2011: $82,8842011Assets 2012: $68,605Liabilities 2012: $0Net Assets 2012: $68,6052012Assets 2013: $38,233Net Assets 2013: $38,2332013Assets 2014: $43,292Net Assets 2014: $43,2922014Assets 2015: $40,768Net Assets 2015: $40,7682015Assets 2016: $55,935Net Assets 2016: $55,9352016Assets 2017: $51,176Net Assets 2017: $51,1762017Assets 2018: $52,133Net Assets 2018: $52,1332018Assets 2019: $56,677Net Assets 2019: $56,6772019Assets 2020: $49,272Net Assets 2020: $49,2722020Assets 2021: $44,985Net Assets 2021: $44,9852021Assets 2022: $47,641Net Assets 2022: $47,6412022Assets 2023: $41,009Net Assets 2023: $41,0092023Assets 2024: $35,286Net Assets 2024: $35,2862024Assets 2025: $28,211Net Assets 2025: $28,2112025

Highlighted filing

2013

Assets$38,233
Liabilities-
Net Assets$38,233
Open 2013 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0-$50KRevenue 2010: $56,711Expenses 2010: $32,004Net Income 2010: $24,7072010Revenue 2011: $62,121Expenses 2011: $48,000Net Income 2011: $14,1212011Revenue 2012: $75,607Expenses 2012: $89,886Net Income 2012: -$14,2792012Revenue 2013: $63,489Expenses 2013: $93,861Net Income 2013: -$30,3722013Revenue 2014: $77,037Expenses 2014: $71,978Net Income 2014: $5,0592014Revenue 2015: $75,227Expenses 2015: $77,751Net Income 2015: -$2,5242015Revenue 2016: $90,167Expenses 2016: $75,000Net Income 2016: $15,1672016Revenue 2017: $75,351Expenses 2017: $80,110Net Income 2017: -$4,7592017Revenue 2018: $69,783Expenses 2018: $68,826Net Income 2018: $9572018Revenue 2019: $70,282Expenses 2019: $65,738Net Income 2019: $4,5442019Revenue 2020: $57,457Expenses 2020: $64,862Net Income 2020: -$7,4052020Revenue 2021: $24,776Expenses 2021: $29,063Net Income 2021: -$4,2872021Revenue 2022: $50,403Expenses 2022: $47,746Net Income 2022: $2,6572022Revenue 2023: $51,764Expenses 2023: $58,396Net Income 2023: -$6,6322023Revenue 2024: $50,951Expenses 2024: $56,674Net Income 2024: -$5,7232024Revenue 2025: $41,029Expenses 2025: $48,104Net Income 2025: -$7,0752025

Highlighted filing

2013

Revenue$63,489
Expenses$93,861
Net Income-$30,372
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 16, 2014
Return Version
2012v2.3
Mission and Program Overview

Mission

CHILD ADVOCACY

Filing and Contact Details

Filer

EIN
73-1407484
Raw XML Appendix206 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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CompensationExplanation/Compensation/PersonName1SHANNON VICKREY
CompensationExplanation/Compensation/PersonName2DEBI NELSON
CompensationExplanation/Compensation/PersonName3LYNN GEIST
CompensationExplanation/Compensation/PersonName4JULIE HORN
CompensationExplanation/Compensation/PersonName5TRACI KISTLER
CompensationExplanation/Compensation/PersonName6JIMIEANNE KITE
CompensationExplanation/Compensation/PersonName7ANN RICHARDS
CompensationExplanation/Compensation/PersonName8AMY WOODS
CompensationExplanation/Compensation/PersonName9STEPHANIE COWAN
CompensationExplanation/Compensation/PersonName10KIM KOOP
CompensationExplanation/Compensation/PersonName11TIFFANY HAMMER
CompensationExplanation/Compensation/PersonName12RHONDA MCALESTER
CompensationExplanation/Compensation/PersonName13STEPHANIE HEEFNER
CompensationExplanation/Compensation/PersonName14CARYN ROSS
IRS990EZ/ActivitiesNotPreviouslyRpt0false
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IRS990EZ/CostOfGoodsSold029965
IRS990EZ/DidOrgFileForm1120POLThisYear0false
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IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-30372
IRS990EZ/FeesAndOthPymtToIndContractors0650
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome073254
IRS990EZ/GrantsAndSimilarAmountsPaid083516
IRS990EZ/GroProfitLossSalesOfInventory02177
IRS990EZ/GrossReceipts0110665
IRS990EZ/GrossSalesOfInventory032142
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome0695
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
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IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues02316
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY068605
IRS990EZ/NetAssetsOrFundBalancesBOY068605
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IRS990EZ/NetAssetsOrFundBalancesEOY038233
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition71.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition81.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition91.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition101.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition111.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition121.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition131.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition141.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation100
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation120
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation140
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0DANA SALIM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1SHANNON VICKREY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2DEBI NELSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3LYNN GEIST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JULIE HORN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5TRACI KISTLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6JIMIEANNE KITE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7ANN RICHARDS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8AMY WOODS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9STEPHANIE COWAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10KIM KOOP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11TIFFANY HAMMER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12RHONDA MCALESTER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName13STEPHANIE HEEFNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName14CARYN ROSS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRES -
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE PRES-EL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7PRE-K REP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8KINDERGARTEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title91ST GRADE RE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title102ND GRADE RE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title113RD GRADE RE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title124TH GRADE RE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title135TH GRADE RE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title145TH GRADE RE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal08396
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostage01299
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations083516
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses083516
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses017211
IRS990EZ/SpecialEventsNetIncomeLoss056043
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OK
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10600 PARKSIDE ROAD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0NORMAN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OK
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode073072
IRS990EZ/TheBooksAreInCareOf/NamePerson0JANDI BIELER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04053665980
IRS990EZ/TotalAssets/BOY068605
IRS990EZ/TotalAssets/EOY038233
IRS990EZ/TotalExpenses093861
IRS990EZ/TotalProgramServiceExpenses083516
IRS990EZ/TotalRevenue063489
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.TRUMANPTA.ORG
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity0false
IRS990ScheduleA/ContribByControllingIndividual0false
IRS990ScheduleA/ContributionByRelatedParty0false
IRS990ScheduleA/SumOfAmounts083516
IRS990ScheduleA/SupportedOrgInformation/Amount083516
IRS990ScheduleA/SupportedOrgInformation/EIN0736021052
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc0true
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10TRUMAN ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS0true
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified0true
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization02
IRS990ScheduleA/SupportingOrg509a3Type3NonFunc0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents017211
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1053079
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent208640
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents011535
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal073254
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1053079
IRS990ScheduleG/EventsInformation/GrossRevenueEvent208640
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents011535
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents073254
IRS990ScheduleG/EventsInformation/NameOfEvent10JOG-A-THON
IRS990ScheduleG/EventsInformation/NameOfEvent20AUCTION
IRS990ScheduleG/EventsInformation/NetIncomeSummary056043
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1010403
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent20195
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents06613
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents017211
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents03
IRS990ScheduleO/GeneralExplanation/Explanation0TRUMAN ELEMENTARY SCHOOL EDUCATION 06/30/2013 600 PARKSIDE RD NORMAN, OK 73072 83,516 0 0
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES CONFERENCE, CONVENTIONS 826 INSURANCE 466 CREDIT CARD FEES 145 HOSPITALITY 56 LAMINATING FILM 990 BANK CHARGES 207 PTA DUES 1,544 SUPPLIES 1,918 PROFESSIONAL DEVELOPMENT 2,244 TOTAL 8,396
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMTS PAID TO ORGANIZATIONS
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0731407484
ReturnHeader/Filer/Name/BusinessNameLine10PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/Name/BusinessNameLine20TRUMAN ELEMENTARY
ReturnHeader/Filer/NameControl0PTAO
ReturnHeader/Filer/Phone04053665980
ReturnHeader/Filer/USAddress/AddressLine10600 PARKSIDE ROAD
ReturnHeader/Filer/USAddress/City0NORMAN
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode0730724200
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-16
ReturnHeader/Officer/Name0JANDI BIELER
ReturnHeader/Officer/Phone04053665980
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02014-01-17
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GRAY BLODGETT & COMPANY PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10629 24TH AVE SW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NORMAN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0730693912
ReturnHeader/Preparer/Name0C JANESE SHEPARD
ReturnHeader/Preparer/Phone04053605533
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-17T08:15:50-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$38,233
Liabilities
-
Net assets
$38,233
Revenue
$63,489
Expenses
$93,861
Net income
-$30,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.2$28.2$41.0$48.1$7.08
2024Detailed filing. Detailed filing data is available for this year.$35.3$35.3$51.0$56.7$5.72
2023Detailed filing. Detailed filing data is available for this year.$41.0$41.0$51.8$58.4$6.63
2022Detailed filing. Detailed filing data is available for this year.$47.6$47.6$50.4$47.7$2.66
2021Detailed filing. Detailed filing data is available for this year.$45.0$45.0$24.8$29.1$4.29
2020Detailed filing. Detailed filing data is available for this year.$49.3$49.3$57.5$64.9$7.41
2019Detailed filing. Detailed filing data is available for this year.$56.7$56.7$70.3$65.7$4.54
2018Detailed filing. Detailed filing data is available for this year.$52.1$52.1$69.8$68.8$0.96
2017Detailed filing. Detailed filing data is available for this year.$51.2$51.2$75.4$80.1$4.76
2016Detailed filing. Detailed filing data is available for this year.$55.9$55.9$90.2$75.0$15.2
2015Detailed filing. Detailed filing data is available for this year.$40.8$40.8$75.2$77.8$2.52
2014Detailed filing. Detailed filing data is available for this year.$43.3$43.3$77.0$72.0$5.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.2$38.2$63.5$93.9$30.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.6$0.00$68.6$75.6$89.9$14.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$82.9$0.00$82.9$62.1$48.0$14.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.8$0.00$68.8$56.7$32.0$24.7