Civic Intelligence

PTA Oklahoma Congress Quail Creek

EIN 73-1420629 • 501(c)3 • Oklahoma City, OK

Profile

PTA's mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children. We provide additional financial support for supplies in our school's principal and teachers.

11700 Thorn Ridge RoadOklahoma City, OK 73120

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

51st percentile

2.0%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

3.7%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$21,424

Up $774 (+3.7%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$21,424

Up $774 (+3.7%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Up

$37,841

Up $11,248 (+42%) from 2022

Expenses

Up

$37,067

Up $15,180 (+69%) from 2022

Net Income

Down

$774

Down $3,932 (-84%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $281,953Liabilities 2011: $2,1922011Assets 2012: $295,263Liabilities 2012: $02012Assets 2013: $295,089Liabilities 2013: $02013Assets 2014: $303,115Liabilities 2014: $02014Assets 2015: $282,949Liabilities 2015: $02015Assets 2016: $307,986Liabilities 2016: $02016Assets 2017: $28,518Net Assets 2017: $28,5182017Assets 2018: $40,365Net Assets 2018: $40,3652018Assets 2019: $34,986Net Assets 2019: $34,9862019Assets 2020: $28,433Net Assets 2020: $28,4332020Assets 2021: $15,944Net Assets 2021: $15,9442021Assets 2022: $20,650Net Assets 2022: $20,6502022Assets 2023: $21,424Net Assets 2023: $21,4242023

Highlighted filing

2023

Assets$21,424
Liabilities-
Net Assets$21,424
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $51,972Expenses 2011: $45,726Net Income 2011: $6,2462011Revenue 2012: $57,945Expenses 2012: $42,443Net Income 2012: $15,5022012Revenue 2013: $54,477Expenses 2013: $19,191Net Income 2013: $35,2862013Revenue 2014: $52,664Expenses 2014: $20,024Net Income 2014: $32,6402014Revenue 2015: $58,422Expenses 2015: $18,890Net Income 2015: $39,5322015Revenue 2016: $94,564Expenses 2016: $69,304Net Income 2016: $25,2602016Revenue 2017: $74,929Expenses 2017: $354,397Net Income 2017: -$279,4682017Revenue 2018: $84,954Expenses 2018: $73,107Net Income 2018: $11,8472018Revenue 2019: $38,784Expenses 2019: $44,163Net Income 2019: -$5,3792019Revenue 2020: $43,687Expenses 2020: $49,791Net Income 2020: -$6,1042020Revenue 2021: $7,637Expenses 2021: $20,126Net Income 2021: -$12,4892021Revenue 2022: $26,593Expenses 2022: $21,887Net Income 2022: $4,7062022Revenue 2023: $37,841Expenses 2023: $37,067Net Income 2023: $7742023

Highlighted filing

2023

Revenue$37,841
Expenses$37,067
Net Income$774
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,424
Liabilities
-
Net assets
$21,424
Revenue
$37,841
Expenses
$37,067
Net income
$774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.38$0.37$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.21$0.27$0.22$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.16$0.08$0.20$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.28$0.44$0.50$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$0.39$0.44$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.40$0.85$0.73$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.75$3.54$2.79
2016Summary only. Only limited summary data is available for this year.$3.08$0.00$0.95$0.69$0.25
2015Summary only. Only limited summary data is available for this year.$2.83$0.00$0.58$0.19$0.40
2014Summary only. Only limited summary data is available for this year.$3.03$0.00$0.53$0.20$0.33
2013Summary only. Only limited summary data is available for this year.$2.95$0.00$0.54$0.19$0.35
2012Summary only. Only limited summary data is available for this year.$2.95$0.00$0.58$0.42$0.16
2011Summary only. Only limited summary data is available for this year.$2.82$0.02$0.52$0.46$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 20, 2023
Return Version
2022v5.0
Gross Receipts
$41,163
Mission and Program Overview

Mission

PTA's mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children. We provide additional financial support for supplies in our school's principal and teachers.

Program Services

DescriptionGrantsExpenses
PTA's mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEASHA POOLPresident-$0--
BETH GENTRYParliamentarian-$0--
HANNAH REIMENSCHNIDERSecretary-$0--
VANESSA RODRIGUEZTreasurer-$0--
DANICA FOERSTERTreasurer-Elect-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blue and Gold$14,613$14,613-$14,613
Fall Fundraiser$8,902$8,902$1,695$7,207
Total Events$23,515$23,515$1,695$21,820
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress Quail Creek
EIN
73-1420629
Phone
4058216480
Address
11700 THORN RIDGE ROAD, OKLAHOMA CITY, OK 73120

Signing Officer

Name
Keasha Pool
Title
President
Signed
2023-11-20
Discuss with paid preparer
Yes

Preparer

Firm
HBC CPAs & Advisors
Address
9905 N May Avenue, Oklahoma City, OK 73120
Preparer
Christopher Heim CPA
Phone
4058487797
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $435”

Other Expenses.1

“MISCELLANEOUS $12420”

Other Expenses.2

“TEACHER ALLOTMENTS $5483”

Other Expenses.3

“OLYMPICS $4023”

Other Expenses.4

“Principal allocation $3859”

Other Expenses.5

“STAFF APPRECIATION $2746”

Other Expenses.6

“BOOK FAIR EXPENSE $2413”

Other Expenses.7

“SPIRIT $1462”

Other Expenses.8

“COFFEE SERVICE $932”

Other Expenses.9

“Vice principal allocation $609”

Other Expenses.10

“4th grade expense $600”

Other Expenses.11

“QUICKBOOKS $590”

Other Expenses.12

“ENRICHMENT $495”

Other Expenses.13

“Presidents discretionary $470”

Other Expenses.14

“OTHER $290”

Other Expenses.15

“Meet the teacher expense $200”

Other Expenses.16

“BANK CHARGES $40”

Raw XML Appendix194 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/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt021424
IRS990EZ/FundraisingGrossIncomeAmt028019
IRS990EZ/GrossReceiptsAmt041163
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020650
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021424
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020650
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEASHA POOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BETH GENTRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HANNAH REIMENSCHNIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VANESSA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANICA FOERSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER-ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037067
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA's mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children. We provide additional financial support for supplies in our school's principal and teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA's mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03322
IRS990EZ/SpecialEventsNetIncomeLossAmt024697
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037067
IRS990EZ/TotalRevenueAmt037841
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07637
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0202163
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0202163
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041163
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07637
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0202163
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01695
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLUE AND GOLD
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08902
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014613
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08902
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023515
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021820
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01695
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS $12420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER ALLOTMENTS $5483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OLYMPICS $4023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRINCIPAL ALLOCATION $3859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STAFF APPRECIATION $2746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK FAIR EXPENSE $2413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SPIRIT $1462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COFFEE SERVICE $932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9VICE PRINCIPAL ALLOCATION $609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt104th grade expense $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11QUICKBOOKS $590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ENRICHMENT $495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PRESIDENTS DISCRETIONARY $470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14OTHER $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15MEET THE TEACHER EXPENSE $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16BANK CHARGES $40
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEASHA POOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS QUAIL CREEK
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731420629
ReturnHeader/Filer/PhoneNum04058216480
ReturnHeader/Filer/USAddress/AddressLine1Txt011700 THORN RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073120
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731460911
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09905 N May Avenue
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073120
ReturnHeader/PreparerPersonGrp/PhoneNum04058487797
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Heim CPA
ReturnHeader/ReturnTs02023-11-20T07:00:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEASHA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POOL
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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