Civic Intelligence

PTA Oklahoma Congress Eastlake Elementary PTA

990EZ • Fiscal year 2023 • EIN 73-1480287

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 24, 2023

1301 SW 134th StOklahoma City, OK 73170

(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

71st percentile

18%

Higher net margin than 71% 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

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

74%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$17,946

Up $5,104 (+40%) from 2022

Net Assets

Up

$17,946

Up $5,104 (+40%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$28,921

Up $12,311 (+74%) from 2022

Expenses

Up

$23,817

Up $3,686 (+18%) from 2022

Net Income

Up

$5,104

Up $8,625 (+245%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$17,946
Liabilities$0
Net Assets$17,946

Operations Trend

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

2023

Revenue$28,921
Expenses$23,817
Net Income$5,104
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 24, 2023
Return Version
2022v5.0
Gross Receipts
$79,563
Mission and Program Overview

Mission

SUPPORT THE SCHOOL

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

Program Services

DescriptionGrantsExpenses
Helped to fund school field trips. Approximately 500 students benefitted.-$3,810
Funded teacher wish list requests for classroom supplies. Approximately 35 teachers benefitted.-$3,706
Provided learning incentives to the students at the school as rewards for exceptional accomplishments. Approximately 400 students benefitted.-$3,228
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim MontgomeryPresidentPT$0--
Melody BocoxVice-PresidentPT$0--
Brandy AsherTreasurerPT$0--
Lynne MarksSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chocolate Sales$24,221$24,221$14,634$9,587
Blue and Gold Sales$17,347$17,347$13,245$4,102
Total Events$57,776$57,776$37,660$20,116
Filing and Contact Details

Filer

Filer Name
PTA OKLAHOMA CONGRESS- Eastlake Elementary
EIN
73-1480287
Address
1301 SW 134th St, OKLAHOMA CITY, OK 73170

Signing Officer

Name
Kim Montgomery
Title
Treasurer
Signed
2023-08-24

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

Learning Incentives: $5,634 Student/Family/Community Support: $8,057 Teacher Appreciation: $2,485 Hospitality: $2,175 Admin: $1010

Raw XML Appendix206 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/BooksInCareOfDetail/PhoneNum04056406790
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073170
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012842
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt03706
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05101
IRS990EZ/GrossReceiptsAmt079563
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kim Montgomery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melody Bocox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brandy Asher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lynne Marks
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/OtherExpensesTotalAmt019361
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child advocacy through support of the school's students, as well as support of the faculty and staff.
IRS990EZ/ProgramServiceRevenueAmt01856
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided learning incentives to the students at the school as rewards for exceptional accomplishments. Approximately 400 students benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Funded teacher wish list requests for classroom supplies. Approximately 35 teachers benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Helped to fund school field trips. Approximately 500 students benefitted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03228
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23810
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt037660
IRS990EZ/SpecialEventsNetIncomeLossAmt020115
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt023817
IRS990EZ/TotalProgramServiceExpensesAmt010744
IRS990EZ/TotalRevenueAmt028921
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01849
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019839
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt019839
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt057775
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt057775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt079463
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079463
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt079463
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt079463
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037660
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Chocolate Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Blue and Gold Sales
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024221
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016208
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024221
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017347
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016208
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020116
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037660
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014634
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013245
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Learning Incentives: $5,634 Student/Family/Community Support: $8,057 Teacher Appreciation: $2,485 Hospitality: $2,175 Admin: $1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kim Montgomery
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS- Eastlake Elementary
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/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/ReturnTs02023-08-25T17:19:57Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits