PTA Oklahoma Congress-Monroe PTA

990EZ • Fiscal year 2014 • EIN 73-1410671

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 08, 2014

Organization Profile WWW.MONROEPTA.ORG

1601 S Mcgee Dr73072

(405) 364-5137

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

No value available

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

Source year 2014

No value available

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

Source year 2014

-3.5%

Higher net margin than 32% of similar nonprofits.

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

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

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$22,623

Up $14,773 (+188%) from 2010

Net Assets

$22,623

Up $14,773 (+188%) from 2010

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin32nd percentile

Revenue

$25,105

Up $2,168 (+9.5%) from 2010

Expenses

Down

$25,986

Down $11,073 (-30%) from 2010

Net Income

-$881

Up $13,241 (+94%) from 2010

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2014

Assets$22,623

Liabilities-

Net Assets$22,623

Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2014

Revenue$25,105

Expenses$25,986

Net Income-$881

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Dec 8, 2014
Return Version: 2013v3.1
Gross Receipts: $57,172

Mission and Program Overview

Mission

To promote the welfare of children and youth in home, school, community, and place of worship. To bring into closer relation the home and school, that parents and teachers may cooperate intelligently in the education of children and youth.

Program Services

Description	Grants	Expenses
STUDENT ACTIVITIES AND SUPPORT	-	$17,648
TEACHER APPRECIATION AND SUPPORT	-	$6,660

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ANNAMARIE SLATER	President	-	$0	-	-
MAGGIE POOL	President El	-	$0	-	-
WENDY SWATEK	Secretary	-	$0	-	-
BETH PEPPER	Treasurer	-	$0	-	-
HEATHER YEAGER	Fund Develop	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$22,258	$22,258	$2,586	$19,672
Event 2	$6,076	$6,076	$5,572	$504
Total Events	$28,334	$28,334	$8,158	$20,176

Filing and Contact Details

Filer

EIN: 73-1410671
Phone: 4053645137

Signing Officer

Name: Beth M Pepper
Title: Treasurer
Phone: 4053645137
Signed: 2014-12-08

Preparer

Preparer: C Janese Shepard
Phone: 4053605533

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous income 154 total 154”

Form 990-ez, Part I, Line 16

“Expenses insurance 351 g & a 1,327 student activities 17,192 teacher appreciation 6,660 pta dues 456 total 25,986”

Form 990-ez, Part III

“To promote the welfare of children and youth in home, school, community, and place of worship. To bring into closer relation the home and school, that parents and teachers may cooperate intelligently in the education of children and youth.”

Raw XML Appendix170 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	ANNAMARIE SLATER
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	MAGGIE POOL
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	WENDY SWATEK
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	BETH PEPPER
CompensationExplanation/CompensationExplanationGrp/PersonNm	4	HEATHER YEAGER
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4053645137
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1601 S MCGEE DR
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	73072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	23504
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	22623
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-881
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	23504
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	22623
IRS990EZ/FundraisingGrossIncomeAmt	0	56170
IRS990EZ/GrossReceiptsAmt	0	57172
IRS990EZ/GroupExemptionNum	0	2218
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	304
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	544
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	23504
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	22623
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	23504
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	22623
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	ANNAMARIE SLATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MAGGIE POOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	WENDY SWATEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	BETH PEPPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	HEATHER YEAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	FUND DEVELOP
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	25986
IRS990EZ/OtherRevenueTotalAmt	0	154
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP. TO BRING INTO CLOSER RELATION THE HOME AND SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	STUDENT ACTIVITIES AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	TEACHER APPRECIATION AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	17648
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	6660
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	32067
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	24103
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	OK
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	25986
IRS990EZ/TotalProgramServiceExpensesAmt	0	24308
IRS990EZ/TotalRevenueAmt	0	25105
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.MONROEPTA.ORG
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	291
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	259
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	351
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	1386
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	56868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	49862
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	48460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	49218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	43311
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	247719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	291
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	259
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	181
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	351
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	1386
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99440
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99600
IRS990ScheduleA/PublicSupportTotal509Amt	0	247719
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	56868
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	49862
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	48460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	49218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	43311
IRS990ScheduleA/Total509Grp/TotalAmt	0	247719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	57172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	50153
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	48719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	49399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	43662
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	249105
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	8158
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	22258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	6076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	28334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	22258
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	6076
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	28334
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	YEARBOOK
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	20176
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	8158
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	2586
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	5572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	MISCELLANEOUS INCOME 154 TOTAL 154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES INSURANCE 351 G & A 1,327 STUDENT ACTIVITIES 17,192 TEACHER APPRECIATION 6,660 PTA DUES 456 TOTAL 25,986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN HOME, SCHOOL, COMMUNITY, AND PLACE OF WORSHIP. TO BRING INTO CLOSER RELATION THE HOME AND SCHOOL, THAT PARENTS AND TEACHERS MAY COOPERATE INTELLIGENTLY IN THE EDUCATION OF CHILDREN AND YOUTH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BETH M PEPPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4053645137
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PTA OKLAHOMA CONGRESS-MONROE PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAO
ReturnHeader/Filer/EIN	0	731410671
ReturnHeader/Filer/PhoneNum	0	4053645137
ReturnHeader/Filer/USAddress/AddressLine1	0	1601 S MCGEE DR
ReturnHeader/Filer/USAddress/City	0	NORMAN
ReturnHeader/Filer/USAddress/State	0	OK
ReturnHeader/Filer/USAddress/ZIPCode	0	73072
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	731352810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	GRAY BLODGETT & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	629 24TH AVE SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	730693912
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4053605533
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	C JANESE SHEPARD
ReturnHeader/ReturnTs	0	2014-12-08T14:02:22-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

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: $22,623
Liabilities: -
Net assets: $22,623
Revenue: $25,105
Expenses: $25,986
Net income: -$881

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.21		$0.21	$0.60	$0.59	$0.02
2024Summary only. Only limited summary data is available for this year.	$0.20	$0.00		$0.79	$0.96	$0.17
2023Detailed filing. Detailed filing data is available for this year.	$0.36		$0.36	$0.69	$1.00	$0.31
2022Detailed filing. Detailed filing data is available for this year.	$0.67		$0.67	$0.58	$0.62	$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.71		$0.71	$0.50	$0.43	$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.64		$0.64	$0.66	$0.56	$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.54		$0.54	$0.61	$0.55	$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.50		$0.50	$0.71	$0.46	$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.26		$0.26	$0.57	$0.65	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$0.34		$0.34	$0.32	$0.25	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$0.26		$0.26	$0.30	$0.26	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$0.23		$0.23	$0.25	$0.26	$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.08	$0.00	$0.08	$0.23	$0.37	$0.14