Civic Intelligence

PTA Oklahoma Congress Truman Elementary

990EZ • Fiscal year 2014 • EIN 73-1407484

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 22, 2015

Organization ProfileWWW.TRUMANPTA.ORG
600 Parkside Road73072-4200

(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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

58th percentile

6.6%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$43,292

Up $5,059 (+13%) from 2013

Net Assets

Up

$43,292

Up $5,059 (+13%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin58th percentile

Revenue

Up

$77,037

Up $13,548 (+21%) from 2013

Expenses

Down

$71,978

Down $21,883 (-23%) from 2013

Net Income

Up

$5,059

Up $35,431 (+117%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2014

Assets$43,292
Liabilities-
Net Assets$43,292
Open 2014 Filing

Operations Trend

Revenue Growth73rd 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

2014

Revenue$77,037
Expenses$71,978
Net Income$5,059
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 22, 2015
Return Version
2013v4.0
Gross Receipts
$122,859
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$62,609$62,609
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN GEISTPresident-$0--
JENNIFER VICEVice Pres --$0--
RHONDA MCALESTERVice Pres-El-$0--
KRISTAN RINGERSecretary-$0--
JANDI BIELERTreasurer-$0--
JIMIEANNE KITEParliamentar-$0--
SHANNON VICKREYCommunity Ou-$0--
MELANIE GLADHILKindergarten-$0--
ALEXIS WATKINS1st Grade Re-$0--
NASTASSIA TAYLOR2nd Grade Re-$0--
JENIFER BUYTEN3rd Grade Re-$0--
AMY COOPER4th Grade Re-$0--
STEPHANIE COWAN5th Grade Re-$0--
CHRISTI COCHELL5th Grade Re-$0--
ROBYE KAY JACKSONPrincipal-El-$0--
HEIDI FOXTeacher - El-$0--
KRISTIE ESELINPrincipal --$0--
LINDSAY OWENSTeacher - Pr-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$53,427$53,427$9,839$43,588
Event 2$9,416$9,416$7,754$1,662
Total Events$72,015$72,015$21,497$50,518
Filing and Contact Details

Filer

EIN
73-1407484
Phone
4053665980

Signing Officer

Name
Sasha Clements
Title
Treasurer
Phone
4053665980
Signed
2015-01-22
Discuss with paid preparer
Yes

Preparer

Preparer
C Janese Shepard
Phone
4053605533
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Truman elementary school education 06/30/2014 600 parkside rd norman, ok 73072 62,609 0 0”

Form 990-ez, Part I, Line 16

“Expenses conference, conventions 374 insurance 466 credit card fees 587 hospitality 112 laminating film 992 bank charges 363 pta dues 1,648 supplies 1,224 professional development 1,815 total 7,581”

Raw XML Appendix221 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/CompensationExplanationGrp/PersonNm1JENNIFER VICE
CompensationExplanation/CompensationExplanationGrp/PersonNm2RHONDA MCALESTER
CompensationExplanation/CompensationExplanationGrp/PersonNm3KRISTAN RINGER
CompensationExplanation/CompensationExplanationGrp/PersonNm4JANDI BIELER
CompensationExplanation/CompensationExplanationGrp/PersonNm5JIMIEANNE KITE
CompensationExplanation/CompensationExplanationGrp/PersonNm6SHANNON VICKREY
CompensationExplanation/CompensationExplanationGrp/PersonNm7MELANIE GLADHIL
CompensationExplanation/CompensationExplanationGrp/PersonNm8ALEXIS WATKINS
CompensationExplanation/CompensationExplanationGrp/PersonNm9NASTASSIA TAYLOR
CompensationExplanation/CompensationExplanationGrp/PersonNm10JENIFER BUYTEN
CompensationExplanation/CompensationExplanationGrp/PersonNm11AMY COOPER
CompensationExplanation/CompensationExplanationGrp/PersonNm12STEPHANIE COWAN
CompensationExplanation/CompensationExplanationGrp/PersonNm13CHRISTI COCHELL
CompensationExplanation/CompensationExplanationGrp/PersonNm14ROBYE KAY JACKSON
CompensationExplanation/CompensationExplanationGrp/PersonNm15HEIDI FOX
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IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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IRS990EZ/BooksInCareOfDetail/USAddress/City0NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/State0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode073072
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt02472
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNN GEIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER VICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RHONDA MCALESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTAN RINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANDI BIELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JIMIEANNE KITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHANNON VICKREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MELANIE GLADHIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALEXIS WATKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NASTASSIA TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JENIFER BUYTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11AMY COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12STEPHANIE COWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13CHRISTI COCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14ROBYE KAY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15HEIDI FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16KRISTIE ESELIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17LINDSAY OWENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES -
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRES-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6COMMUNITY OU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7KINDERGARTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt81ST GRADE RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt92ND GRADE RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt103RD GRADE RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt114TH GRADE RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt125TH GRADE RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt135TH GRADE RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14PRINCIPAL-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15TEACHER - EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16PRINCIPAL -
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17TEACHER - PR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07581
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt01113
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062609
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062609
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025502
IRS990EZ/SpecialEventsNetIncomeLossAmt056552
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071978
IRS990EZ/TotalProgramServiceExpensesAmt062609
IRS990EZ/TotalRevenueAmt077037
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TRUMANPTA.ORG
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0736021052
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc002
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt062609
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10TRUMAN ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt062609
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021497
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt09172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072015
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09172
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072015
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0PENGUIN PATCH
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050518
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03904
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09839
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07754
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUMAN ELEMENTARY SCHOOL EDUCATION 06/30/2014 600 PARKSIDE RD NORMAN, OK 73072 62,609 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCE, CONVENTIONS 374 INSURANCE 466 CREDIT CARD FEES 587 HOSPITALITY 112 LAMINATING FILM 992 BANK CHARGES 363 PTA DUES 1,648 SUPPLIES 1,224 PROFESSIONAL DEVELOPMENT 1,815 TOTAL 7,581
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SASHA CLEMENTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053665980
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine20TRUMAN ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731407484
ReturnHeader/Filer/PhoneNum04053665980
ReturnHeader/Filer/USAddress/AddressLine10600 PARKSIDE ROAD
ReturnHeader/Filer/USAddress/City0NORMAN
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode0730724200
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731352810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GRAY BLODGETT & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10629 24TH AVE SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0730693912
ReturnHeader/PreparerPersonGrp/PhoneNum04053605533
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C JANESE SHEPARD
ReturnHeader/ReturnTs02015-01-23T10:03:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,292
Liabilities
-
Net assets
$43,292
Revenue
$77,037
Expenses
$71,978
Net income
$5,059
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