Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2023 • EIN 73-1478789

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 23, 2023

Organization ProfileNA
9400 S Bryant AveMoore, OK 73160

(405) 640-6790

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

36th percentile

-2.9%

Higher net margin than 36% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$16,322

Up $4,914 (+43%) from 2019

Net Assets

Up

$16,322

Up $4,914 (+43%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin36th percentile

Revenue

Down

$18,266

Down $7,807 (-30%) from 2019

Expenses

Down

$18,797

Down $1,944 (-9.4%) from 2019

Net Income

Down

-$531

Down $5,863 (-110%) from 2019

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20K$15K$10K$5.0K$0Assets 2011: $6,447Liabilities 2011: $0Net Assets 2011: $6,4472011Assets 2019: $11,408Liabilities 2019: $0Net Assets 2019: $11,4082019Assets 2023: $16,322Liabilities 2023: $0Net Assets 2023: $16,3222023Assets 2024: $9,066Net Assets 2024: $9,0662024

Highlighted filing

2023

Assets$16,322
Liabilities$0
Net Assets$16,322
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2011: $8,800Expenses 2011: $25,954Net Income 2011: -$17,1542011Revenue 2019: $26,073Expenses 2019: $20,741Net Income 2019: $5,3322019Revenue 2023: $18,266Expenses 2023: $18,797Net Income 2023: -$5312023Revenue 2024: $15,717Expenses 2024: $22,973Net Income 2024: -$7,2562024

Highlighted filing

2023

Revenue$18,266
Expenses$18,797
Net Income-$531
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 23, 2023
Return Version
2022v5.0
Gross Receipts
$63,060
Mission and Program Overview

Mission

Provide services to the school's staff and students.

Program Services

DescriptionGrantsExpenses
Provided grants to various classrooms throughout the school such as Art, PE, etc. Approximately 500 students benefitted.$4,982$4,982
Organized and put on various service projects for the school such as class parties, dances, STEAM nights etc. Approximately 500 students benefitted.$0$4,972
Provided appreciation lunches, thank you gifts etc. for the faculty/staff of the school. Approximately 60 faculty/staff benefitted.-$4,363
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Billie-Ann BradshawPresidentPT$0--
Amber BarthelTreasurerPT$0--
Nelly FriasVice-PresidentPT$0--
Morgan JonesSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chocolate Bar Sales$28,855$28,855$18,070$10,785
Blue and Gold Sales$18,316$18,316$13,562$4,754
Total Events$47,171$47,171$31,632$15,539
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
73-1478789
Address
9400 S Bryant Ave, Moore, OK 73160

Signing Officer

Name
Amber Barthel
Title
Treasurer
Signed
2023-08-23

Preparer

Firm
Bright Line Business Services
Address
3805 Joshua Ln, Moore, OK 73165
Preparer
Mallory Needham
Phone
4056406790
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Service Projects- $4,972 Teacher Appreciation- $4,363 Bank Fees: $87 Insurance: $465 Awards: $138 Brainpop: $405 Training: $179 Receptions: $321 School Improvement: $1,000 Red Ribbon Week: $306 Community Service: $311 Decor: $823 Contingency: $82 Administrative: $362”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Moore
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073160
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016853
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Billie-Ann Bradshaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amber Barthel
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Morgan Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt013814
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Services to the School's staff and students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided grants to various classrooms throughout the school such as Art, PE, etc. Approximately 500 students benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Organized and put on various service projects for the school such as class parties, dances, STEAM nights etc. Approximately 500 students benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provided appreciation lunches, thank you gifts etc. for the faculty/staff of the school. Approximately 60 faculty/staff benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04982
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04982
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14972
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24363
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033308
IRS990EZ/SpecialEventsNetIncomeLossAmt015610
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018797
IRS990EZ/TotalProgramServiceExpensesAmt014317
IRS990EZ/TotalRevenueAmt018266
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02998
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010505
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt048918
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt048918
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SupportedOrganizationsCnt00
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IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062421
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062421
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Blue and Gold Sales
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015539
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Service Projects- $4,972 Teacher Appreciation- $4,363 Bank Fees: $87 Insurance: $465 Awards: $138 Brainpop: $405 Training: $179 Receptions: $321 School Improvement: $1,000 Red Ribbon Week: $306 Community Service: $311 Decor: $823 Contingency: $82 Administrative: $362
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amber Barthel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731478789
ReturnHeader/Filer/USAddress/AddressLine1Txt09400 S Bryant Ave
ReturnHeader/Filer/USAddress/CityNm0Moore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073160
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0854361909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bright Line Business Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03805 Joshua Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Moore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073165
ReturnHeader/PreparerPersonGrp/PhoneNum04056406790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mallory Needham
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-24T17:16:23Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$16,322
Liabilities
$0
Net assets
$16,322
Revenue
$18,266
Expenses
$18,797
Net income
-$531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.07$9.07$15.7$23.0$7.26
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$18.3$18.8$0.53
2019Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$26.1$20.7$5.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$0.00$6.45$8.80$26.0$17.2