Civic Intelligence

PTA Oklahoma Congress-Monroe PTA

990EZ • Fiscal year 2025 • EIN 73-1410671

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 30, 2025

Organization ProfileWWW.MONROEPTA.ORG
1601 S Mcgee DrNorman, OK 73072

(405) 364-5137

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,208

Up $1,571 (+8.0%) from 2024

Net Assets

$21,208

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$60,488

Down $18,914 (-24%) from 2024

Expenses

Down

$58,917

Down $37,175 (-39%) from 2024

Net Income

Up

$1,571

Up $18,261 (+109%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$80K$60K$40K$20K$0Assets 2010: $7,850Liabilities 2010: $0Net Assets 2010: $7,8502010Assets 2014: $22,623Net Assets 2014: $22,6232014Assets 2015: $26,408Net Assets 2015: $26,4082015Assets 2016: $33,829Net Assets 2016: $33,8292016Assets 2017: $25,919Net Assets 2017: $25,9192017Assets 2018: $50,440Net Assets 2018: $50,4402018Assets 2019: $53,888Net Assets 2019: $53,8882019Assets 2020: $63,991Net Assets 2020: $63,9912020Assets 2021: $71,414Net Assets 2021: $71,4142021Assets 2022: $67,254Net Assets 2022: $67,2542022Assets 2023: $36,327Net Assets 2023: $36,3272023Assets 2024: $19,637Liabilities 2024: $02024Assets 2025: $21,208Net Assets 2025: $21,2082025

Highlighted filing

2025

Assets$21,208
Liabilities-
Net Assets$21,208
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $22,937Expenses 2010: $37,059Net Income 2010: -$14,1222010Revenue 2014: $25,105Expenses 2014: $25,986Net Income 2014: -$8812014Revenue 2015: $29,937Expenses 2015: $26,152Net Income 2015: $3,7852015Revenue 2016: $32,371Expenses 2016: $24,950Net Income 2016: $7,4212016Revenue 2017: $56,848Expenses 2017: $64,758Net Income 2017: -$7,9102017Revenue 2018: $70,571Expenses 2018: $46,050Net Income 2018: $24,5212018Revenue 2019: $60,741Expenses 2019: $55,371Net Income 2019: $5,3702019Revenue 2020: $65,676Expenses 2020: $55,815Net Income 2020: $9,8612020Revenue 2021: $49,891Expenses 2021: $42,627Net Income 2021: $7,2642021Revenue 2022: $57,656Expenses 2022: $61,816Net Income 2022: -$4,1602022Revenue 2023: $69,190Expenses 2023: $100,117Net Income 2023: -$30,9272023Revenue 2024: $79,402Expenses 2024: $96,092Net Income 2024: -$16,6902024Revenue 2025: $60,488Expenses 2025: $58,917Net Income 2025: $1,5712025

Highlighted filing

2025

Revenue$60,488
Expenses$58,917
Net Income$1,571
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.0
Gross Receipts
$85,034
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

DescriptionGrantsExpenses
STUDENT ACTIVITIES AND SUPPORT-$41,455
TEACHER APPRECIATION AND SUPPORT-$16,347
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLE LINDLEYPresidentPT$0--
LESLIE CLOWERSPresident-El-$0--
KAMBER HURSTSecretary-$0--
ASHLEY HAMILTONTreasurer-$0--
ERIN MOSIERVP Membershi-$0--
JULIE CARLSONVP-Fund Deve-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$35,286$35,286$7,879$27,407
Holiday Market$8,137$8,137$4,911$3,226
Total Events$49,348$49,348$15,830$33,518
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress-monroe Pta
EIN
73-1410671
Phone
4053645137
Address
1601 S MCGEE DR, NORMAN, OK 73072

Signing Officer

Name
Danielle Lindley
Title
President
Phone
4053645137
Signed
2025-10-30

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 insurance 365 student activities 38,663 teacher appreciation 16,047 pta dues 936 nps foundation 300 quickbooks expense 1,856 total 58,167”

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 Appendix180 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/PhoneNum04053645137
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01601 S MCGEE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019637
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021208
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IRS990EZ/GroupExemptionNum02218
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIELLE LINDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LESLIE CLOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAMBER HURST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHLEY HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERIN MOSIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JULIE CARLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP-FUND DEVE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt058167
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/DescriptionProgramSrvcAccomTxt0STUDENT ACTIVITIES AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER APPRECIATION AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041455
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116347
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024546
IRS990EZ/SpecialEventsNetIncomeLossAmt037398
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058917
IRS990EZ/TotalProgramServiceExpensesAmt057802
IRS990EZ/TotalRevenueAmt060488
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MONROEPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0120187
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0196
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0457
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0435
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0378
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01690
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073566
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt060442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0316303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0196
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0457
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0435
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0378
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01690
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99610
IRS990ScheduleA/PublicSupportPY509Pct00.99490
IRS990ScheduleA/PublicSupportTotal509Amt0436490
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0108658
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062781
IRS990ScheduleA/Total509Grp/TotalAmt0436490
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt085034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0108882
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt063159
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0438180
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015830
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JOGATHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY MARKET
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08137
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049348
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08137
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049348
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033518
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03040
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015830
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07879
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04911
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 365 STUDENT ACTIVITIES 38,663 TEACHER APPRECIATION 16,047 PTA DUES 936 NPS FOUNDATION 300 QUICKBOOKS EXPENSE 1,856 TOTAL 58,167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE LINDLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04053645137
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS-MONROE PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731410671
ReturnHeader/Filer/PhoneNum04053645137
ReturnHeader/Filer/USAddress/AddressLine1Txt01601 S MCGEE DR
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073072
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C JANESE SHEPARD
ReturnHeader/ReturnTs02025-10-30T10:43:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,208
Liabilities
-
Net assets
$21,208
Revenue
$60,488
Expenses
$58,917
Net income
$1,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$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