Civic Intelligence

PTA Oklahoma Congress Truman Elementary

990EZ • Fiscal year 2017 • EIN 73-1407484

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-8.5%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$51,176

Down $4,759 (-8.5%) from 2016

Net Assets

Down

$51,176

Down $4,759 (-8.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$75,351

Down $14,816 (-16%) from 2016

Expenses

Up

$80,110

Up $5,110 (+6.8%) from 2016

Net Income

Down

-$4,759

Down $19,926 (-131%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2017

Assets$51,176
Liabilities-
Net Assets$51,176
Open 2017 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

2017

Revenue$75,351
Expenses$80,110
Net Income-$4,759
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$106,828
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION-$71,727
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANDI BIELERPresident-$0--
SASHA CLEMENTSPresident-$0--
AIMEE SALALATIVice Pres-El-$0--
MELANIE MOULTONVice Pres --$0--
ALYSSA ZAKARIASSENSecretary-$0--
ANGELA BLUMSTEINTreasurer-$0--
EMILY OVERLANDParliamentar-$0--
HEIDI HAVENSTRITEPresident El-$0--
ROBYE KAY JACKSONPrincipal-El-$0--
KRISTIE ESELINPrincipal-Pr-$0--
LIZ JOHNSONKindergarten-$0--
KATHRYN NIMMO1st Grade Re-$0--
MARY BETH GANN2nd Grade Re-$0--
TIFFANY JOHNSTON3rd Grade Re-$0--
JOHNNA PHILLIPS4th Grade Re-$0--
STEPHANIE HEEFNER5th Grade Re-$0--
JAMIE MCALESTER5th Grade Re-$0--
SARI COGGBURNTeacher Rep--$0--
AMANDA RAINERTeacher Rep--$0--
AMANDA DYETeacher Rep--$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$65,449$65,449$7,136$58,313
Ned Show$6,800$6,800$6,796$4
Total Events$72,249$72,249$13,932$58,317
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
Angela Blumstein
Title
Treasurer
Phone
4053665980
Signed
2017-11-14
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 pta retreat and meetings 492 insurance 480 student activities 71,727 credit card fees 49 hospitality 150 laminating film 985 bank charges 8 pta dues 1,414 supplies 1,618 professional development 1,250 pt avenue expense 179 total 78,352”

Raw XML Appendix233 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/PersonNm19AMANDA DYE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRES -
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRINCIPAL-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRINCIPAL-PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10KINDERGARTEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt165TH GRADE RE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17TEACHER REP-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18TEACHER REP-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19TEACHER REP-
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt078352
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IRS990EZ/PrintingPublicationsPostageAmt01083
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071727
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06800
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065449
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06800
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058317
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PTA RETREAT AND MEETINGS 492 INSURANCE 480 STUDENT ACTIVITIES 71,727 CREDIT CARD FEES 49 HOSPITALITY 150 LAMINATING FILM 985 BANK CHARGES 8 PTA DUES 1,414 SUPPLIES 1,618 PROFESSIONAL DEVELOPMENT 1,250 PT AVENUE EXPENSE 179 TOTAL 78,352
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA BLUMSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053665980
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId01EE893F44D4BFB0F3691DAF324EE7716341CB26A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE6A1C9BCD02EFA32712ED51EA6E6752797231F1
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/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C JANESE SHEPARD
ReturnHeader/ReturnTs02017-11-14T16:43:16-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,176
Liabilities
-
Net assets
$51,176
Revenue
$75,351
Expenses
$80,110
Net income
-$4,759
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

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