Civic Intelligence

PTA Oklahoma Congress Eastlake Elementary PTA

990EZ • Fiscal year 2021 • EIN 73-1480287

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 26, 2021

Organization ProfileWWW.MOORESCHOOLS.COM/EASTLAKE
1011 SW 134th StOklahoma City, OK 73170

(405) 735-4161

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

55th percentile

12%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

5.2%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Revenue Growth

42nd percentile

-4.6%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$16,363

Up $2,301 (+16%) from 2018

Net Assets

Up

$16,363

Up $2,301 (+16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin55th percentile

Revenue

Down

$17,102

Down $2,622 (-13%) from 2018

Expenses

Down

$15,034

Down $4,931 (-25%) from 2018

Net Income

Up

$2,068

Up $2,309 (+958%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2021

Assets$16,363
Liabilities$0
Net Assets$16,363
Open 2021 Filing

Operations Trend

Revenue Growth42nd percentile

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

2021

Revenue$17,102
Expenses$15,034
Net Income$2,068
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 26, 2021
Return Version
2020v4.1
Gross Receipts
$58,037
Mission and Program Overview

Mission

SUPPORT THE SCHOOL

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
CHILD ADVOCACY-$55,968
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM MONTGOMERYPresident-$0--
MELODY BOCOXSecretary-$0--
CHERREE ADKISONReflections-$0--
BRANDY ASHERVice President-$0--
CATHRYN SUTTERFIELDTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$41,654$41,654$27,241$14,413
Total Events$41,654$41,654$27,241$14,413
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress Eastlake Elementary Pta
EIN
73-1480287
Address
1011 SW 134TH ST, OKLAHOMA CITY, OK 73170

Signing Officer

Name
Kim Montgomery
Title
President
Phone
4057354161
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Matthew Mann CPA Pllc
Address
501 SE 4TH ST STE A, MOORE, OK 73160
Preparer
Matthew Mann
Phone
4057032599
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity miscellaneous grants and donations grantee miscellaneous amount 5,808”

Description of other expenses Part I line 16

“Description amountbank fees 3school support/teacher appreciation 5,045red ribbon expenses 465ticket cart 1,059memberships and dues 821office expenses 317field trips/playground expenses 1,266”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CATHRYN SUTTERFIELD
IRS990EZ/BooksInCareOfDetail/PhoneNum04057354161
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01011 SW 134TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073170
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014295
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016363
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045
IRS990EZ/CostOfGoodsSoldAmt07606
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02068
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014295
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016363
IRS990EZ/FundraisingGrossIncomeAmt047742
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05808
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01384
IRS990EZ/GrossReceiptsAmt058037
IRS990EZ/GrossSalesOfInventoryAmt08990
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01260
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014295
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016363
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014295
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016363
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELODY BOCOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHERREE ADKISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRANDY ASHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CATHRYN SUTTERFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2REFLECTIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08976
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055968
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033329
IRS990EZ/SpecialEventsNetIncomeLossAmt014413
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015034
IRS990EZ/TotalProgramServiceExpensesAmt055968
IRS990EZ/TotalRevenueAmt017102
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.MOORESCHOOLS.COM/EASTLAKE
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01305
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01351
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062829
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0119561
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0120912
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058037
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062875
IRS990ScheduleA/Total509Grp/TotalAmt0120912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0120912
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027241
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041654
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014413
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027241
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY MISCELLANEOUS GRANTS AND DONATIONS GRANTEE MISCELLANEOUS AMOUNT 5,808
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK FEES 3SCHOOL SUPPORT/TEACHER APPRECIATION 5,045RED RIBBON EXPENSES 465TICKET CART 1,059MEMBERSHIPS AND DUES 821OFFICE EXPENSES 317FIELD TRIPS/PLAYGROUND EXPENSES 1,266
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04057354161
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS EASTLAKE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731480287
ReturnHeader/Filer/USAddress/AddressLine1Txt01011 SW 134TH ST
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073170
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455190663
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATTHEW MANN CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 SE 4TH ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073160
ReturnHeader/PreparerPersonGrp/PhoneNum04057032599
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW MANN
ReturnHeader/ReturnTs02022-10-28T08:38:37-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTGOMERY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,363
Liabilities
$0
Net assets
$16,363
Revenue
$17,102
Expenses
$15,034
Net income
$2,068
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
2021Detailed filing. Detailed filing data is available for this year.$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