Civic Intelligence

PTA Oklahoma Congress Quail Creek

990EZ • Fiscal year 2016 • EIN 73-1420629

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

Organization ProfileN/A
11700 Thorn Ridge RoadOklahoma City, OK 73120

(918) 693-1742

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$307,986

Flat from 2016

Net Assets

$307,986

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Flat

$94,564

Flat from 2016

Expenses

Flat

$69,304

Flat from 2016

Net Income

Flat

$25,260

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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: $307,986Net Assets 2016: $307,9862016Assets 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

2016

Assets$307,986
Liabilities-
Net Assets$307,986
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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 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

2016

Revenue$94,564
Expenses$69,304
Net Income$25,260
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.0
Gross Receipts
$129,524
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.$69,304-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY CANNINGPresidentPT$0--
JULIE LECLERCQPresident Elect-$0--
KATE ENGLANDTreasurerPT$0--
AMY BURCHTreasurer Elect-$0--
BROOKE SMITHSecretary-$0--
BARBIE GREERParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$34,403$34,403$28,347$6,056
Jog-a-thon$32,542$32,542$1,170$31,372
Total Events$66,945$66,945$34,960$31,985
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress Quail Creek
EIN
73-1420629
Phone
9186931742
Address
11700 THORN RIDGE ROAD, OKLAHOMA CITY, OK 73120

Signing Officer

Name
Kate England
Title
Treasurer
Signed
2016-11-11
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.1002

“Office Expenses $1419”

Other Expenses.1

“Allotments for qce $11357”

Other Expenses.2

“MARQUEE EXPENSE $10566”

Other Expenses.3

“Other school support $8649”

Other Expenses.4

“LIBRARY BOOKS $7338”

Other Expenses.5

“General school support $5268”

Other Expenses.6

“YEARBOOK COST $5081”

Other Expenses.7

“5TH GRADE SUPPORT $4895”

Other Expenses.9

“PLAYGROUND SUPPORT $4622”

Other Expenses.10

“MATH SUPPORT $2356”

Other Expenses.11

“STAFF APPRECIATION $1640”

Other Expenses.12

“Smartboard maintenance $1221”

Raw XML Appendix179 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY CANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE LECLERCQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATE ENGLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY BURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BROOKE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBIE GREER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064412
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/PrintingPublicationsPostageAmt04892
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt069304
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034960
IRS990EZ/SpecialEventsNetIncomeLossAmt031985
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069304
IRS990EZ/TotalProgramServiceExpensesAmt069304
IRS990EZ/TotalRevenueAmt094564
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062579
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt031985
IRS990ScheduleA/OtherIncome509Grp/TotalAmt031985
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt062579
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062579
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094564
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt094564
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034960
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0943
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0943
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt032542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066945
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032542
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031985
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029517
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028347
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01170
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALLOTMENTS FOR QCE $11357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MARQUEE EXPENSE $10566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER SCHOOL SUPPORT $8649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LIBRARY BOOKS $7338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GENERAL SCHOOL SUPPORT $5268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6YEARBOOK COST $5081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt75TH GRADE SUPPORT $4895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PLAYGROUND SUPPORT $4622
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MATH SUPPORT $2356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STAFF APPRECIATION $1640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SMARTBOARD MAINTENANCE $1221
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE ENGLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS QUAIL CREEK
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731420629
ReturnHeader/Filer/PhoneNum09186931742
ReturnHeader/Filer/USAddress/AddressLine1Txt011700 THORN RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HBC CPAs & Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09905 N May Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073120
ReturnHeader/PreparerPersonGrp/PhoneNum04058487797
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Heim CPA
ReturnHeader/ReturnTs02016-11-30T05:38:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,986
Liabilities
-
Net assets
$307,986
Revenue
$94,564
Expenses
$69,304
Net income
$25,260
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
2016Detailed filing. Detailed filing data is available for this year.$3.08$3.08$0.95$0.69$0.25
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