Civic Intelligence

PTA Oklahoma Congress Roosevelt Elementary PTA

990EZ • Fiscal year 2016 • EIN 73-1443253

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 02, 2016

4250 W Tecumseh RdNorman, OK 73072-1709

(405) 447-6581

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

68th percentile

13%

Higher net margin than 68% 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

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

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

Assets

Up

$56,469

Up $10,835 (+24%) from 2015

Net Assets

Up

$56,469

Up $10,835 (+24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$84,807

Up $10,890 (+15%) from 2015

Expenses

Up

$73,972

Up $12,849 (+21%) from 2015

Net Income

Down

$10,835

Down $1,959 (-15%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $24,555Liabilities 2011: $02011Assets 2012: $22,912Liabilities 2012: $02012Assets 2013: $36,920Liabilities 2013: $02013Assets 2014: $32,840Net Assets 2014: $32,8402014Assets 2015: $45,634Liabilities 2015: $0Net Assets 2015: $45,6342015Assets 2016: $56,469Liabilities 2016: $0Net Assets 2016: $56,4692016Assets 2017: $42,870Liabilities 2017: $0Net Assets 2017: $42,8702017Assets 2018: $48,826Liabilities 2018: $0Net Assets 2018: $48,8262018Assets 2019: $59,935Liabilities 2019: $0Net Assets 2019: $59,9352019Assets 2020: $64,879Liabilities 2020: $0Net Assets 2020: $64,8792020Assets 2021: $57,442Liabilities 2021: $0Net Assets 2021: $57,4422021Assets 2022: $73,521Liabilities 2022: $0Net Assets 2022: $73,5212022Assets 2023: $73,483Liabilities 2023: $0Net Assets 2023: $73,4832023Assets 2024: $85,793Liabilities 2024: $0Net Assets 2024: $85,7932024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2016

Assets$56,469
Liabilities$0
Net Assets$56,469

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $70,801Expenses 2011: $69,096Net Income 2011: $1,7052011Revenue 2012: $68,258Expenses 2012: $69,901Net Income 2012: -$1,6432012Revenue 2013: $60,580Expenses 2013: $46,572Net Income 2013: $14,0082013Revenue 2014: $58,880Expenses 2014: $62,960Net Income 2014: -$4,0802014Revenue 2015: $73,917Expenses 2015: $61,123Net Income 2015: $12,7942015Revenue 2016: $84,807Expenses 2016: $73,972Net Income 2016: $10,8352016Revenue 2017: $60,269Expenses 2017: $73,868Net Income 2017: -$13,5992017Revenue 2018: $62,687Expenses 2018: $56,731Net Income 2018: $5,9562018Revenue 2019: $97,549Expenses 2019: $86,440Net Income 2019: $11,1092019Revenue 2020: $85,209Expenses 2020: $80,265Net Income 2020: $4,9442020Revenue 2021: $20,758Expenses 2021: $28,195Net Income 2021: -$7,4372021Revenue 2022: $73,989Expenses 2022: $57,910Net Income 2022: $16,0792022Revenue 2023: $61,653Expenses 2023: $61,691Net Income 2023: -$382023Revenue 2024: $112,464Expenses 2024: $79,513Net Income 2024: $32,9512024

Highlighted filing

2016

Revenue$84,807
Expenses$73,972
Net Income$10,835
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$102,183
Mission and Program Overview

Mission

Roosevelt elementary pta was formed for the exclusive purpose of providing assistance to roosevelt elementary school (roosevelt). Roosevelt is an elementary school in the norman public school system. Approximately 675 students attend this school. Roosevelt pta provides various types of assistance to the school which supplements amounts provided to the school by the state of oklahoma. Types of assistance in the current year include assistance to the music, art and physical education programs, the library, as well as assistance to the teachers to reimburse their out of pocket expenses. Roosevelt pta also provides funds to purchase and maintain playground and technological equipment. The pta also provides funds for specialized curriculum and student activities.

Roosevelt elementary pta was formed for the exclusive purpose of providing assistance to roosevelt elementary school (roosevelt). Roosevelt is an elemenatry school in the norman public school system. Approximately 675 students attend this school. Roosevelt pta provides various types of assistance to the school which supplements amounts provided to the school by the state of oklahoma. Types of assistance in the current year include assistance to the music, art & physical education programs, the library, as well as assistance to the teachers to reimburse their out of pocket expenses. Roosevelt pta also provides funds to purchase and maintain playground and technological equipment. The pta also provides funds for specialized curriculum and student activities.

Program Services

DescriptionGrantsExpenses
ROOSEVELT PTA DEEMS A BIG PROJECT EVERY SCHOOL YEAR. IT'S FUNDRAISER, THE ROUGHRIDER RUN, IS USED TO RAISE THE MONEY FOR THIS BIG PROJECT. THIS YEAR'S BIG PROJECT WAS TO RAISE FUNDS FOR A SOUND SYSTEM & BOTBALL EXPENSES.$0$21,473
ROOSEVELT PTA PROVIDES TEACHER/STAFF ASSISTANCE TO FURTHER DELEVOP THEIR ROLLS AS EDUCATORS. THIS ASSISTANCE IS PROVIDED IN THE FORM OF PROFESSIONAL DEVELOPMENT, INCIDENTALS, TEAM RESOURCES, TUTORING, COUNSELOR RESOURCES AND APPRECIATION.$0$21,177
ROOSEVELT PTA PROVIDES SPECIALIZED CURRICULUM FOR THE STUDENTS AND TEACHERS IN THE AREAS OF ART EDUCATION, MUSIC, PHYSICAL EDUCATION AND LIBRARY RESOURCES.$0$11,789
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA COPELANDPresident-$0--
ANGELA WRIGHTVice President-$0--
YUMI DAVISTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rough Rider Run - Jog a thon$61,474$8,655$10,675$-2,020
Total Events$62,193$9,374$11,675$-2,301
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress Roosevelt
EIN
73-1443253
Phone
4054476581
Address
4250 W TECUMSEH RD, NORMAN, OK 73072-1709

Signing Officer

Name
Paula Copeland
Title
President
Phone
4054476581
Signed
2016-11-02
Discuss with paid preparer
Yes

Preparer

Firm
KOSKIE & EULBERG CPAs PC
Address
220 N Peters Ave, Norman, OK 73069
Preparer
Melissa Eulberg
Phone
4053605210
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 14,475. Returns and Allowances: 0. Less Cost of Goods Sold: 5,701. Gross Profit: 8,774. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 5,701. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 5,701.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Art Supplies. Amount: 3,785. Description: BOTBALL. Amount: 1,502. Description: DIRECTORY. Amount: 1,620. Description: POPCORN/SNO CONES. Amount: 1,333. Description: SOS SUPPLIES. Amount: 1,236. Description: ACCOUNTING SOFTWARE. Amount: 200. Description: BACK TO SCHOOL NIGHT/ENROLLMENT. Amount: 129. Description: BANK CHARGES & CREDIT CARD FEES. Amount: 681. Description: BONDING INSURANCE. Amount: 200. Description: PTA WEBSITE. Amount: 456. Description: PTA WORKROOM SUPPLIES. Amount: 379. Description: BEAUTIFICATION. Amount: 223. Description: BIG PROJECT FOR YEAR. Amount: 9,798. Description: BOX TOPS EXPENSE. Amount: 101. Description: HOMEROOM COORDINATOR. Amount: 14. Description: PRAIRIE ROSE OUTDOOR CLASSROOM. Amount: 882. Description: WATCH DOGS. Amount: 346. Description: HOLIDAY HELPER. Amount: 1,920. Description: ART TEACHERS. Amount: 9,100. Description: LIBRARY. Amount: 1,423. Description: MUSIC. Amount: 1,027. Description: PE/PRESIDENT'S CHALLENGE. Amount: 239. Description: 5TH GRADE RECOGNITION & PARTY. Amount: 5,499. Description: DONUTS WITH DAD. Amount: 672. Description: MILEAGE CLUB. Amount: 113. Description: MUFFINS WITH MOM. Amount: 422. Description: READ YA'LL. Amount: 430. Description: RED RIBBON WEEK. Amount: 169. Description: REFLECTIONS. Amount: 244. Description: SCHOLAR'S RECOGNITION. Amount: 1,300. Description: SENIOR RECOGNITION. Amount: 35. Description: SUPER KIDS DAY. Amount: 192. Description: PROFESSIONAL DEVELOPEMENT. Amount: 5,000. Description: TEACHER INCIDENTALS. Amount: 4,840. Description: TEACHER/STAFF APPRECIATION. Amount: 3,220. Description: TEAM RESOURCES. Amount: 3,117. Description: TUTORING. Amount: 5,000. Description: AUTISMN PROGRAM. Amount: 2,885. Description: PLAYGROUND EQUIPMENT. Amount: 3,887. Description: ROUNDING. Amount: 3. Total to Form 990-EZ, line 16: 73,622.

Raw XML Appendix185 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/PrimaryExemptPurposeTxt0ROOSEVELT ELEMENTARY PTA WAS FORMED FOR THE EXCLUSIVE PURPOSE OF PROVIDING ASSISTANCE TO ROOSEVELT ELEMENTARY SCHOOL (ROOSEVELT). ROOSEVELT IS AN ELEMENATRY SCHOOL IN THE NORMAN PUBLIC SCHOOL SYSTEM. APPROXIMATELY 675 STUDENTS ATTEND THIS SCHOOL. ROOSEVELT PTA PROVIDES VARIOUS TYPES OF ASSISTANCE TO THE SCHOOL WHICH SUPPLEMENTS AMOUNTS PROVIDED TO THE SCHOOL BY THE STATE OF OKLAHOMA. TYPES OF ASSISTANCE IN THE CURRENT YEAR INCLUDE ASSISTANCE TO THE MUSIC, ART & PHYSICAL EDUCATION PROGRAMS, THE LIBRARY, AS WELL AS ASSISTANCE TO THE TEACHERS TO REIMBURSE THEIR OUT OF POCKET EXPENSES. ROOSEVELT PTA ALSO PROVIDES FUNDS TO PURCHASE AND MAINTAIN PLAYGROUND AND TECHNOLOGICAL EQUIPMENT. THE PTA ALSO PROVIDES FUNDS FOR SPECIALIZED CURRICULUM AND STUDENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ROOSEVELT PTA PROVIDES TEACHER/STAFF ASSISTANCE TO FURTHER DELEVOP THEIR ROLLS AS EDUCATORS. THIS ASSISTANCE IS PROVIDED IN THE FORM OF PROFESSIONAL DEVELOPMENT, INCIDENTALS, TEAM RESOURCES, TUTORING, COUNSELOR RESOURCES AND APPRECIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROOSEVELT PTA DEEMS A BIG PROJECT EVERY SCHOOL YEAR. IT'S FUNDRAISER, THE ROUGHRIDER RUN, IS USED TO RAISE THE MONEY FOR THIS BIG PROJECT. THIS YEAR'S BIG PROJECT WAS TO RAISE FUNDS FOR A SOUND SYSTEM & BOTBALL EXPENSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ROOSEVELT PTA PROVIDES SPECIALIZED CURRICULUM FOR THE STUDENTS AND TEACHERS IN THE AREAS OF ART EDUCATION, MUSIC, PHYSICAL EDUCATION AND LIBRARY RESOURCES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income: Gross Receipts: 14,475. Returns and Allowances: 0. Less Cost of Goods Sold: 5,701. Gross Profit: 8,774. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 5,701. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 5,701.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Art Supplies. Amount: 3,785. Description: BOTBALL. Amount: 1,502. Description: DIRECTORY. Amount: 1,620. Description: POPCORN/SNO CONES. Amount: 1,333. Description: SOS SUPPLIES. Amount: 1,236. Description: ACCOUNTING SOFTWARE. Amount: 200. Description: BACK TO SCHOOL NIGHT/ENROLLMENT. Amount: 129. Description: BANK CHARGES & CREDIT CARD FEES. Amount: 681. Description: BONDING INSURANCE. Amount: 200. Description: PTA WEBSITE. Amount: 456. Description: PTA WORKROOM SUPPLIES. Amount: 379. Description: BEAUTIFICATION. Amount: 223. Description: BIG PROJECT FOR YEAR. Amount: 9,798. Description: BOX TOPS EXPENSE. Amount: 101. Description: HOMEROOM COORDINATOR. Amount: 14. Description: PRAIRIE ROSE OUTDOOR CLASSROOM. Amount: 882. Description: WATCH DOGS. Amount: 346. Description: HOLIDAY HELPER. Amount: 1,920. Description: ART TEACHERS. Amount: 9,100. Description: LIBRARY. Amount: 1,423. Description: MUSIC. Amount: 1,027. Description: PE/PRESIDENT'S CHALLENGE. Amount: 239. Description: 5TH GRADE RECOGNITION & PARTY. Amount: 5,499. Description: DONUTS WITH DAD. Amount: 672. Description: MILEAGE CLUB. Amount: 113. Description: MUFFINS WITH MOM. Amount: 422. Description: READ YA'LL. Amount: 430. Description: RED RIBBON WEEK. Amount: 169. Description: REFLECTIONS. Amount: 244. Description: SCHOLAR'S RECOGNITION. Amount: 1,300. Description: SENIOR RECOGNITION. Amount: 35. Description: SUPER KIDS DAY. Amount: 192. Description: PROFESSIONAL DEVELOPEMENT. Amount: 5,000. Description: TEACHER INCIDENTALS. Amount: 4,840. Description: TEACHER/STAFF APPRECIATION. Amount: 3,220. Description: TEAM RESOURCES. Amount: 3,117. Description: TUTORING. Amount: 5,000. Description: AUTISMN PROGRAM. Amount: 2,885. Description: PLAYGROUND EQUIPMENT. Amount: 3,887. Description: ROUNDING. Amount: 3. Total to Form 990-EZ, line 16: 73,622.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA COPELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04054476581
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS ROOSEVELT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731443253
ReturnHeader/Filer/PhoneNum04054476581
ReturnHeader/Filer/USAddress/AddressLine1Txt04250 W TECUMSEH RD
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0730721709
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731398591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSKIE & EULBERG CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 N Peters Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073069
ReturnHeader/PreparerPersonGrp/PhoneNum04053605210
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa Eulberg
ReturnHeader/ReturnTs02016-11-07T15:13:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.12$0.80$0.33
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.62$0.62$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.74$0.58$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.21$0.28$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.85$0.80$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.98$0.86$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.63$0.57$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.60$0.74$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.85$0.74$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.74$0.61$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.59$0.63$0.04
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.61$0.47$0.14
2012Summary only. Only limited summary data is available for this year.$0.23$0.00$0.68$0.70$0.02
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$0.71$0.69$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits