Civic Intelligence

PTA Oklahoma Congress Truman Elementary

990EZ • Fiscal year 2022 • EIN 73-1407484

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 25, 2022

600 Parkside RoadNorman, OK 73072

(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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

51st percentile

5.3%

Higher net margin than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

57th percentile

5.9%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

103%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$47,641

Up $2,656 (+5.9%) from 2021

Net Assets

Up

$47,641

Up $2,656 (+5.9%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$50,403

Up $25,627 (+103%) from 2021

Expenses

Up

$47,746

Up $18,683 (+64%) from 2021

Net Income

Up

$2,657

Up $6,944 (+162%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$47,641
Liabilities-
Net Assets$47,641

Operations Trend

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

2022

Revenue$50,403
Expenses$47,746
Net Income$2,657
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 25, 2022
Return Version
2021v4.0
Gross Receipts
$61,560
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION-$42,601
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMBER YELTONPresident-$0--
CAROL UPPVP Primary-$0--
EMILY OVERLANDParliamentar-$0--
NICOLE BIGBIESecretary-$0--
JENNIFER DENNISTONTreasurer 21-$0--
KIM MCAULIFFEVP Elementar-$0--
KATIE HOOKSTreasurer 22-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$43,328$43,328$8,661$34,667
Total Events$43,328$43,328$8,661$34,667
Filing and Contact Details

Filer

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

Signing Officer

Name
Katie Hooks
Title
Treasurer 22-23
Phone
4053665980
Signed
2022-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Picek & Hollingsworth Pc
Address
3500 W ROBINSON ST STE 104, NORMAN, OK 73072
Preparer
Paula J Picek
Phone
4053660101
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses credit card processing 413 information technology 750 insurance 480 hospitality 96 supplies 1,464 nurse 500 student activities 14,322 teacher activities 22,811 partners in education 100 nps foundation 500 state dues 559 pta general funds 4,968 total 46,963

Raw XML Appendix172 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/BooksInCareOfDetail/PhoneNum04053665980
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 PARKSIDE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044984
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/GrossSalesOfInventoryAmt05731
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0310
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01180
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMBER YELTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL UPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EMILY OVERLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLE BIGBIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER DENNISTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIM MCAULIFFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATIE HOOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PRIMARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER 21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP ELEMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER 22
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt046963
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt0383
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042601
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010532
IRS990EZ/SpecialEventsNetIncomeLossAmt036893
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047746
IRS990EZ/TotalProgramServiceExpensesAmt042601
IRS990EZ/TotalRevenueAmt050403
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TRUMANPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019566
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0711
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0698
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0737
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02146
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054646
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt071520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt089344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092868
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0698
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0737
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02146
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99410
IRS990ScheduleA/PublicSupportPY509Pct00.99270
IRS990ScheduleA/PublicSupportTotal509Amt0358757
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058864
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt099787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096973
IRS990ScheduleA/Total509Grp/TotalAmt0358757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058864
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031258
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097710
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0360903
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08661
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt043328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043328
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034667
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08661
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CREDIT CARD PROCESSING 413 INFORMATION TECHNOLOGY 750 INSURANCE 480 HOSPITALITY 96 SUPPLIES 1,464 NURSE 500 STUDENT ACTIVITIES 14,322 TEACHER ACTIVITIES 22,811 PARTNERS IN EDUCATION 100 NPS FOUNDATION 500 STATE DUES 559 PTA GENERAL FUNDS 4,968 TOTAL 46,963
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE HOOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER 22-23
ReturnHeader/BusinessOfficerGrp/PhoneNum04053665980
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESSTRUMAN ELEMEN
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/ZIPCd073072
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731360678
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PICEK & HOLLINGSWORTH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 W ROBINSON ST STE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073072
ReturnHeader/PreparerPersonGrp/PhoneNum04053660101
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA J PICEK
ReturnHeader/ReturnTs02022-11-01T11:23:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOOKS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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.$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