Civic Intelligence

PTA Oklahoma Congress Roosevelt Elementary PTA

990EZ • Fiscal year 2025 • EIN 73-1443253

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 22, 2025

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

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

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2025

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$0

Down $85,793 (-100%) from 2024

Net Assets

Down

$52,842

Down $32,951 (-38%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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: $52,8422025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$52,842

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

Latest loaded filing

2024

Revenue$112,464
Expenses$79,513
Net Income$32,951
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 22, 2025
Return Version
2024v5.0
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.

The roosevelt elementary pta was established solely to support roosevelt elementary school, which is part of the norman public school system and serves approximately 592 students. The pta plays a crucial role in supplementing state funding by offering various forms of assistance, including support for music, art, and physical education programs, as well as the library. Additionally, it helps reimburse teachers for out-of-pocket expenses and allocates funds for the purchase and maintenance of playground and technological equipment. The pta also contributes to specialized curriculum initiatives and student activities.

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O--
ROOSEVELT PTA DEEMS A BIG PROJECT EVERY SCHOOL YEAR. ITS FUNDRAISER, THE ROUGHRIDER RUN, IS USED TO RAISE THE MONEY FOR THIS BIG PROJECT.--
ROOSEVELT PTA PROVIDES SPECIALIZED CURRICULUM FOR THE STUDENTS AND TEACHERS IN THE AREAS OF ART EDUCATION, MUSIC, PHYSICAL EDUCATION AND LIBRARY RESOURCES.--
OTHER COMMITTEE PROGRAMS FOR THE STUDENTS, TEACHERS, PARENTS & COMMUNITY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNA JOHNSTONVice Preside-$0--
KAREN WALKERCo-President-$0--
SHA CARSONCo-President-$0--
JILL RENNERTreasurer-$0--
STEPHANIE PORTERSecretary-$0--
ELIZABETH BASSMembership-$0--
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
Jill Renner
Title
Treasurer
Phone
4054476581
Signed
2025-08-22

Preparer

Firm
Sherry a Bennett CPA Pllc
Address
220 N PETERS AVE, NORMAN, OK 73069
Preparer
Sherry a Bennett
Phone
4053605210
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

The roosevelt elementary pta was established solely to support roosevelt elementary school, which is part of the norman public school system and serves approximately 592 students. The pta plays a crucial role in supplementing state funding by offering various forms of assistance, including support for music, art, and physical education programs, as well as the library. Additionally, it helps reimburse teachers for out-of-pocket expenses and allocates funds for the purchase and maintenance of playground and technological equipment. The pta also contributes to specialized curriculum initiatives and student activities.

Form 990-ez, Part III, Line 31

Other committee programs for the students, teachers, parents & community.

Raw XML Appendix132 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/PhoneNum04054476581
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04250 W TECUMSEH RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0730721709
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052842
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNA JOHNSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHA CARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JILL RENNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH BASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ROOSEVELT ELEMENTARY PTA WAS ESTABLISHED SOLELY TO SUPPORT ROOSEVELT ELEMENTARY SCHOOL, WHICH IS PART OF THE NORMAN PUBLIC SCHOOL SYSTEM AND SERVES APPROXIMATELY 592 STUDENTS. THE PTA PLAYS A CRUCIAL ROLE IN SUPPLEMENTING STATE FUNDING BY OFFERING VARIOUS FORMS OF ASSISTANCE, INCLUDING SUPPORT FOR MUSIC, ART, AND PHYSICAL EDUCATION PROGRAMS, AS WELL AS THE LIBRARY. ADDITIONALLY, IT HELPS REIMBURSE TEACHERS FOR OUT-OF-POCKET EXPENSES AND ALLOCATES FUNDS FOR THE PURCHASE AND MAINTENANCE OF PLAYGROUND AND TECHNOLOGICAL EQUIPMENT. THE PTA ALSO CONTRIBUTES TO SPECIALIZED CURRICULUM INITIATIVES AND STUDENT ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ROOSEVELT PTA DEEMS A BIG PROJECT EVERY SCHOOL YEAR. ITS FUNDRAISER, THE ROUGHRIDER RUN, IS USED TO RAISE THE MONEY FOR THIS BIG PROJECT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ROOSEVELT PTA PROVIDES SPECIALIZED CURRICULUM FOR THE STUDENTS AND TEACHERS IN THE AREAS OF ART EDUCATION, MUSIC, PHYSICAL EDUCATION AND LIBRARY RESOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER COMMITTEE PROGRAMS FOR THE STUDENTS, TEACHERS, PARENTS & COMMUNITY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NORMANROOSEVELTPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt086630
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011971
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt091951
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084513
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ROOSEVELT ELEMENTARY PTA WAS ESTABLISHED SOLELY TO SUPPORT ROOSEVELT ELEMENTARY SCHOOL, WHICH IS PART OF THE NORMAN PUBLIC SCHOOL SYSTEM AND SERVES APPROXIMATELY 592 STUDENTS. THE PTA PLAYS A CRUCIAL ROLE IN SUPPLEMENTING STATE FUNDING BY OFFERING VARIOUS FORMS OF ASSISTANCE, INCLUDING SUPPORT FOR MUSIC, ART, AND PHYSICAL EDUCATION PROGRAMS, AS WELL AS THE LIBRARY. ADDITIONALLY, IT HELPS REIMBURSE TEACHERS FOR OUT-OF-POCKET EXPENSES AND ALLOCATES FUNDS FOR THE PURCHASE AND MAINTENANCE OF PLAYGROUND AND TECHNOLOGICAL EQUIPMENT. THE PTA ALSO CONTRIBUTES TO SPECIALIZED CURRICULUM INITIATIVES AND STUDENT ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER COMMITTEE PROGRAMS FOR THE STUDENTS, TEACHERS, PARENTS & COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL RENNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04054476581
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS ROOSEVELT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731443253
ReturnHeader/Filer/PhoneNum04054476581
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994047395
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 N PETERS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073069
ReturnHeader/PreparerPersonGrp/PhoneNum04053605210
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERRY A BENNETT
ReturnHeader/ReturnTs02025-08-22T15:07:31-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.53
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