Civic Intelligence

PTA Oklahoma Congress Clegern PTA

990EZ • Fiscal year 2024 • EIN 73-1491660

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 25, 2024

Organization ProfileN/A
601 S Jackson StEdmond, OK 73034

(405) 590-3962

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 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$52,681

Flat from 2024

Net Assets

$52,681

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Flat

$59,939

Flat from 2024

Expenses

Flat

$44,810

Flat from 2024

Net Income

Flat

$15,129

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2011: $0Liabilities 2011: $02011Assets 2016: $57,241Liabilities 2016: $0Net Assets 2016: $57,2412016Assets 2017: $43,574Liabilities 2017: $02017Assets 2018: $23,460Liabilities 2018: $02018Assets 2019: $41,984Liabilities 2019: $02019Assets 2024: $52,681Net Assets 2024: $52,6812024Assets 2024: $52,681Liabilities 2024: $02024Assets 2025: $73,903Net Assets 2025: $73,9032025

Highlighted filing

2024

Assets$52,681
Liabilities-
Net Assets$52,681
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2016: $57,185Expenses 2016: $51,389Net Income 2016: $5,7962016Revenue 2017: $15,078Expenses 2017: $28,745Net Income 2017: -$13,6672017Revenue 2018: $39,720Expenses 2018: $59,834Net Income 2018: -$20,1142018Revenue 2019: $44,312Expenses 2019: $25,788Net Income 2019: $18,5242019Revenue 2024: $59,939Expenses 2024: $44,810Net Income 2024: $15,1292024Revenue 2024: $59,939Expenses 2024: $44,810Net Income 2024: $15,1292024Revenue 2025: $52,330Expenses 2025: $41,608Net Income 2025: $10,7222025

Highlighted filing

2024

Revenue$59,939
Expenses$44,810
Net Income$15,129
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 25, 2024
Return Version
2023v5.0
Gross Receipts
$59,939
Mission and Program Overview

Mission

Support for clegern elementary

Program Services

DescriptionGrantsExpenses
FALL FUNDRAISER TO BENEFIT CLEGERN PTA-$599
ANNUAL CARNIVAL FUNDRAISER TO BENEFIT CLEGERN PTA--
MERRY MARKET TO BENEFIT CLEGERN PTA--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAYCEE MATTHEWSPresident-$0--
EMILY CLARKSecretary-$0--
KATHLEEN WRIGHTTreasurer-$0--
KAYLA CLARKVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Pta Oklahoma Congress Clegern Pta
EIN
73-1491660
Phone
4055903962
Address
601 S JACKSON ST, EDMOND, OK 73034

Signing Officer

Name
Kathleen Wright
Title
Treasurer
Phone
4053306000
Signed
2024-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Hale & Company CPA Pc
Address
1300 E 15TH ST STE 150, EDMOND, OK 73013
Preparer
James R Hale
Phone
4053306000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Spring carnival spring fundraiser expense 3,316 fall fundraiser fall fundraiser expense 4,253 cost of goods sold 599 merry market merry market expense 2,918 miscellaneous fundraisers miscellaneous expenses 4,626 expenses school benefit expenses 18,793 teacher funds 10,305 total 44,810”

Raw XML Appendix117 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/PersonNm0KATHLEEN WRIGHT
IRS990EZ/BooksInCareOfDetail/PhoneNum04055903962
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 S JACKSON
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDMOND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037552
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt052681
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01740
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015129
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037552
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052681
IRS990EZ/GrossReceiptsAmt059939
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037552
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052681
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037552
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052681
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAYCEE MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EMILY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHLEEN WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAYLA CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044810
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT FOR CLEGERN ELEMENTARY
IRS990EZ/ProgramServiceRevenueAmt058199
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL CARNIVAL FUNDRAISER TO BENEFIT CLEGERN PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FALL FUNDRAISER TO BENEFIT CLEGERN PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MERRY MARKET TO BENEFIT CLEGERN PTA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0599
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044810
IRS990EZ/TotalProgramServiceExpensesAmt0599
IRS990EZ/TotalRevenueAmt059939
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt058199
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt058199
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt059939
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059939
IRS990ScheduleA/Total509Grp/TotalAmt059939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059939
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt059939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPRING CARNIVAL SPRING FUNDRAISER EXPENSE 3,316 FALL FUNDRAISER FALL FUNDRAISER EXPENSE 4,253 COST OF GOODS SOLD 599 MERRY MARKET MERRY MARKET EXPENSE 2,918 MISCELLANEOUS FUNDRAISERS MISCELLANEOUS EXPENSES 4,626 EXPENSES SCHOOL BENEFIT EXPENSES 18,793 TEACHER FUNDS 10,305 TOTAL 44,810
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA OKLAHOMA CONGRESS CLEGERN PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731491660
ReturnHeader/Filer/PhoneNum04055903962
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 S JACKSON ST
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALE & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 E 15TH ST STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04053306000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02024-07-30T14:46:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,681
Liabilities
-
Net assets
$52,681
Revenue
$59,939
Expenses
$44,810
Net income
$15,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.9$73.9$52.3$41.6$10.7
2024Detailed filing. Detailed filing data is available for this year.$52.7$52.7$59.9$44.8$15.1
2024Summary only. Only limited summary data is available for this year.$52.7$0.00$59.9$44.8$15.1
2019Summary only. Only limited summary data is available for this year.$42.0$0.00$44.3$25.8$18.5
2018Summary only. Only limited summary data is available for this year.$23.5$0.00$39.7$59.8$20.1
2017Summary only. Only limited summary data is available for this year.$43.6$0.00$15.1$28.7$13.7
2016Detailed filing. Detailed filing data is available for this year.$57.2$0.00$57.2$57.2$51.4$5.80
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00