Civic Intelligence

PTA Oklahoma Congress- Eastlake Elementary

EIN 73-1480287 • 501(c)3 • Oklahoma City, OK

Profile

Child advocacy through support of the school's students, as well as support of the faculty and staff.

1301 SW 134th StOklahoma City, OK 73170
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

20th percentile

-27%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

17th percentile

-54%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

48th percentile

-2.6%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$5,607

Down $6,524 (-54%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$5,607

Down $6,524 (-54%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin20th percentile

Revenue

Down

$24,351

Down $643 (-2.6%) from 2024

Expenses

Up

$30,875

Up $66 (+0.2%) from 2024

Net Income

Down

-$6,524

Down $709 (-12%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$30K$20K$10K$0Assets 2013: $23,025Liabilities 2013: $02013Assets 2014: $26,862Liabilities 2014: $0Net Assets 2014: $26,8622014Assets 2015: $27,837Liabilities 2015: $02015Assets 2016: $12,353Liabilities 2016: $02016Assets 2017: $12,732Liabilities 2017: $02017Assets 2018: $14,062Liabilities 2018: $0Net Assets 2018: $14,0622018Assets 2021: $16,363Liabilities 2021: $0Net Assets 2021: $16,3632021Assets 2022: $12,842Liabilities 2022: $0Net Assets 2022: $12,8422022Assets 2023: $17,946Liabilities 2023: $0Net Assets 2023: $17,9462023Assets 2024: $12,131Liabilities 2024: $0Net Assets 2024: $12,1312024Assets 2025: $5,607Liabilities 2025: $0Net Assets 2025: $5,6072025

Highlighted filing

2025

Assets$5,607
Liabilities$0
Net Assets$5,607
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $61,829Expenses 2013: $45,506Net Income 2013: $16,3232013Revenue 2014: $25,989Expenses 2014: $22,080Net Income 2014: $3,9092014Revenue 2015: $28,039Expenses 2015: $27,105Net Income 2015: $9342015Revenue 2016: $22,614Expenses 2016: $38,098Net Income 2016: -$15,4842016Revenue 2017: $15,336Expenses 2017: $14,216Net Income 2017: $1,1202017Revenue 2018: $19,724Expenses 2018: $19,965Net Income 2018: -$2412018Revenue 2021: $17,102Expenses 2021: $15,034Net Income 2021: $2,0682021Revenue 2022: $16,610Expenses 2022: $20,131Net Income 2022: -$3,5212022Revenue 2023: $28,921Expenses 2023: $23,817Net Income 2023: $5,1042023Revenue 2024: $24,994Expenses 2024: $30,809Net Income 2024: -$5,8152024Revenue 2025: $24,351Expenses 2025: $30,875Net Income 2025: -$6,5242025

Highlighted filing

2025

Revenue$24,351
Expenses$30,875
Net Income-$6,524
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,607
Liabilities
$0
Net assets
$5,607
Revenue
$24,351
Expenses
$30,875
Net income
-$6,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$24.4$30.9$6.52
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$25.0$30.8$5.82
2023Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$28.9$23.8$5.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$16.6$20.1$3.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.00$16.4$17.1$15.0$2.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$19.7$20.0$0.24
2017Summary only. Only limited summary data is available for this year.$12.7$0.00$15.3$14.2$1.12
2016Summary only. Only limited summary data is available for this year.$12.4$0.00$22.6$38.1$15.5
2015Summary only. Only limited summary data is available for this year.$27.8$0.00$28.0$27.1$0.93
2014Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$26.0$22.1$3.91
2013Summary only. Only limited summary data is available for this year.$23.0$0.00$61.8$45.5$16.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 1, 2025
Return Version
2024v5.0
Gross Receipts
$48,535
Mission and Program Overview

Mission

SUPPORT THE SCHOOL

The organization's primary exempt purpose is to provide a support system at the elementary school for teachers and students.

Program Services

DescriptionGrantsExpenses
The PTA helped to facilitate field trips at the school for each grade level.-$3,919
The PTA hosted a teacher appreciation week for all faculty/staff.-$1,587
The PTA put on a school carnival that all students and families were invited to.-$1,036
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim MontgomeryPresidentPT$0--
Cherree AdkisonVice PresidentPT$0--
Cyndi McConnellTreasurerPT$0--
Deana GirdnerSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Big Kahuna Candy$20,060$20,060$11,910$8,150
Blue and Gold Sales$8,363$8,363$6,255$2,108
Total Events$40,866$40,866$24,183$16,683
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress
EIN
73-1480287
Address
1301 SW 134th St, OKLAHOMA CITY, OK 73170

Signing Officer

Name
Kim Montgomery
Title
President
Signed
2025-09-01
Discuss with paid preparer
Yes

Preparer

Preparer
Mallory Needham
Phone
4056406790
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Student Incentives: $5,960 Parties & Events: $2,690 Bank Fees: $122 Field Trips: $3,919 School Marquee: $11,841 Conference: $280 Scholarship/Dues: $150 Reflections: $279 Teacher Appreciation Week: $1,587 School Support: $281 Supplies: $89 Hospitality: $1,077”

Raw XML Appendix215 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum04056406790
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03809 Churchill Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073165
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012131
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IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0960
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-6524
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt040866
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02004
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01900
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt048535
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0509
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012131
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05607
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012131
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05607
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kim Montgomery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cherree Adkison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cyndi McConnell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Deana Girdner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt028275
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's primary exempt purpose is to provide a support system at the elementary school for teachers and students.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt04196
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA put on a school carnival that all students and families were invited to.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA helped to facilitate field trips at the school for each grade level.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The PTA hosted a teacher appreciation week for all faculty/staff.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01036
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13919
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21587
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt02004
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt024184
IRS990EZ/SpecialEventsNetIncomeLossAmt016682
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030875
IRS990EZ/TotalProgramServiceExpensesAmt06542
IRS990EZ/TotalRevenueAmt024351
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07125
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt019839
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt029924
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt040905
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt049967
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt057775
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0148647
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SupportedOrganizationsCnt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049055
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0185696
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024183
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Big Kahuna Candy
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Blue and Gold Sales
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020060
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student Incentives: $5,960 Parties & Events: $2,690 Bank Fees: $122 Field Trips: $3,919 School Marquee: $11,841 Conference: $280 Scholarship/Dues: $150 Reflections: $279 Teacher Appreciation Week: $1,587 School Support: $281 Supplies: $89 Hospitality: $1,077
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim Montgomery
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731480287
ReturnHeader/Filer/USAddress/AddressLine1Txt01301 SW 134th St
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073170
ReturnHeader/PreparerPersonGrp/PhoneNum04056406790
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mallory Needham
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-02T15:57:46Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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Peer Organizations

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