Civic Intelligence

PTA Oklahoma Congress Truman Elementary

990EZ • Fiscal year 2015 • EIN 73-1407484

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 13, 2015

Organization ProfileWWW.TRUMANPTA.ORG
600 Parkside RoadNorman, OK 73072-4200

(405) 366-5980

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

33rd percentile

-3.4%

Higher net margin than 33% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

34th percentile

-5.8%

Faster asset growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-2.3%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$40,768

Down $2,524 (-5.8%) from 2014

Net Assets

Down

$40,768

Down $2,524 (-5.8%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Down

$75,227

Down $1,810 (-2.3%) from 2014

Expenses

Up

$77,751

Up $5,773 (+8.0%) from 2014

Net Income

Down

-$2,524

Down $7,583 (-150%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2015

Assets$40,768
Liabilities-
Net Assets$40,768
Open 2015 Filing

Operations Trend

Revenue Growth44th 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

2015

Revenue$75,227
Expenses$77,751
Net Income-$2,524
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$123,882
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION-$65,530
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANDI BIELERPresident-$0--
JENNIFER VICEVice Pres --$0--
RHONDA MCALESTERVice Pres-El-$0--
KRISTAN RINGERSecretary-$0--
SASHA CLEMENTSTreasurer-$0--
RONDA ROBERTSONParliamentar-$0--
KATHRYN NIMMOPre-K Rep-$0--
KENDRA STREETERKindergarten-$0--
SHANNON VICKREY1st Grade Re-$0--
DIANA FLETCHER2nd Grade Re-$0--
HOLLI LOGSDON3rd Grade Re-$0--
RONDA MCKOWN4th Grade Re-$0--
CHER DUNCAN5th Grade Re-$0--
HEIDI FOXTeacher Rep--$0--
LINDSAY OWENSTeacher Rep--$0--
SARI COGGBURNTeacher Rep--$0--
ROBYE KAY JACKSONPrincipal-El-$0--
KRISTIE ESELINPrincipal-Pr-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$64,788$64,788$10,185$54,603
Total Events$64,788$64,788$10,185$54,603
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
73-1407484
Phone
4053665980
Address
600 PARKSIDE ROAD, NORMAN, OK 73072-4200

Signing Officer

Name
Sasha Clements
Title
Treasurer
Phone
4053665980
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Gray Blodgett & Company Pllc
Address
629 24TH AVE SW, NORMAN, OK 73069-3912
Preparer
C Janese Shepard
Phone
4053605533
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conference, conventions 1,179 insurance 480 student activities 65,530 credit card fees 397 hospitality 93 laminating film 1,000 bank charges 375 pta dues 1,477 supplies 1,867 professional development 2,500 total 74,898”

Raw XML Appendix219 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES -
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRE-K REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7KINDERGARTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt81ST GRADE RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt92ND GRADE RE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt114TH GRADE RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt125TH GRADE RE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15TEACHER REP-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16PRINCIPAL-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17PRINCIPAL-PR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074898
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt02178
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065530
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt077751
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TRUMANPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01234
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018106
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0115444
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IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99330
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010185
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE, CONVENTIONS 1,179 INSURANCE 480 STUDENT ACTIVITIES 65,530 CREDIT CARD FEES 397 HOSPITALITY 93 LAMINATING FILM 1,000 BANK CHARGES 375 PTA DUES 1,477 SUPPLIES 1,867 PROFESSIONAL DEVELOPMENT 2,500 TOTAL 74,898
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SASHA CLEMENTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053665980
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUMAN ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731407484
ReturnHeader/Filer/PhoneNum04053665980
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 PARKSIDE ROAD
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0730724200
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731352810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY BLODGETT & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0629 24TH AVE SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0730693912
ReturnHeader/PreparerPersonGrp/PhoneNum04053605533
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C JANESE SHEPARD
ReturnHeader/ReturnTs02015-11-13T11:32:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,768
Liabilities
-
Net assets
$40,768
Revenue
$75,227
Expenses
$77,751
Net income
-$2,524
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits