Civic Intelligence

PTA Oklahoma Congress Truman Elementary

990EZ • Fiscal year 2024 • EIN 73-1407484

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 18, 2024

Organization ProfileWWW.TRUMANPTA.ORG
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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-14%

Faster asset growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

-1.6%

Faster revenue growth than 44% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,286

Down $5,723 (-14%) from 2023

Net Assets

Down

$35,286

Down $5,723 (-14%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin25th percentile

Revenue

Down

$50,951

Down $813 (-1.6%) from 2023

Expenses

Down

$56,674

Down $1,722 (-2.9%) from 2023

Net Income

Up

-$5,723

Up $909 (+14%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2024

Assets$35,286
Liabilities-
Net Assets$35,286
Open 2024 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

2024

Revenue$50,951
Expenses$56,674
Net Income-$5,723
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 18, 2024
Return Version
2023v5.0
Gross Receipts
$66,152
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION-$52,370
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYDNEY CUREPresident-$0--
MAEGAN MCELHANEYVP Primary-$0--
MEGAN DYKSTRAVP Elementar-$0--
LAUREN O'BRIENTreasurer-$0--
CHELSEA REIMCHESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-a-thon$45,729$45,729$8,315$37,414
Total Events$45,729$45,729$8,315$37,414
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
LAUREN O'BRIEN
Title
Treasurer
Phone
4053665980
Signed
2024-11-18
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 1,802 technology 1,546 insurance 576 supplies 6,838 nurse 433 student activities 25,407 teacher activities 11,477 partners in education 609 state dues 471 pta general funds 1,164 pre ordered school suppli 5,505 total 55,828”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LAUREN O'BRIEN
IRS990EZ/BooksInCareOfDetail/PhoneNum04053665980
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 PARKSIDE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041009
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035286
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07762
IRS990EZ/CostOfGoodsSoldAmt06037
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5723
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041009
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035286
IRS990EZ/FundraisingGrossIncomeAmt049027
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01973
IRS990EZ/GrossReceiptsAmt066152
IRS990EZ/GrossSalesOfInventoryAmt08010
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0313
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01040
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035286
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035286
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SYDNEY CURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAEGAN MCELHANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGAN DYKSTRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAUREN O'BRIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHELSEA REIMCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP PRIMARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP ELEMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055828
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt0446
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052370
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09164
IRS990EZ/SpecialEventsNetIncomeLossAmt039863
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056674
IRS990EZ/TotalProgramServiceExpensesAmt052370
IRS990EZ/TotalRevenueAmt050951
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TRUMANPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07762
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt022117
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0313
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0711
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt057037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt056649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054646
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt071520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0270665
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0313
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0711
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01024
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99640
IRS990ScheduleA/PublicSupportPY509Pct00.99570
IRS990ScheduleA/PublicSupportTotal509Amt0292782
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064799
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065986
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058864
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071875
IRS990ScheduleA/Total509Grp/TotalAmt0292782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058864
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt031258
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072586
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0293846
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08315
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt045729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045729
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037414
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08315
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CREDIT CARD PROCESSING 1,802 TECHNOLOGY 1,546 INSURANCE 576 SUPPLIES 6,838 NURSE 433 STUDENT ACTIVITIES 25,407 TEACHER ACTIVITIES 11,477 PARTNERS IN EDUCATION 609 STATE DUES 471 PTA GENERAL FUNDS 1,164 PRE ORDERED SCHOOL SUPPLI 5,505 TOTAL 55,828
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053665980
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-18
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA J PICEK
ReturnHeader/ReturnTs02024-11-22T11:43:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,286
Liabilities
-
Net assets
$35,286
Revenue
$50,951
Expenses
$56,674
Net income
-$5,723
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