Civic Intelligence

PTA Oklahoma Congress

EIN 73-1502559 • 501(c)3 • Tulsa, OK

Profile

Child Advocacy

2900 1/2 65th West AvenueTulsa, OK 74107

n/A

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 2024

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

49th percentile

1.3%

Higher net margin than 49% of similar nonprofits.

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

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 2023

Asset Growth

57th percentile

1.2%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-18%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$28,339

Up $349 (+1.2%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$26,036

Down $5,899 (-18%) from 2023

Expenses

Down

$25,687

Down $5,212 (-17%) from 2023

Net Income

Down

$349

Down $687 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $27,666Net Assets 2011: $27,6662011Assets 2012: $16,364Net Assets 2012: $16,3642012Assets 2013: $23,938Net Assets 2013: $23,9382013Assets 2014: $23,367Net Assets 2014: $23,3672014Assets 2015: $27,028Net Assets 2015: $27,0282015Assets 2016: $25,070Net Assets 2016: $25,0702016Assets 2017: $22,553Net Assets 2017: $22,5532017Assets 2018: $25,220Net Assets 2018: $25,2202018Assets 2019: $26,557Net Assets 2019: $26,5572019Assets 2020: $28,088Net Assets 2020: $28,0882020Assets 2021: $22,158Net Assets 2021: $22,1582021Assets 2022: $26,954Liabilities 2022: $02022Assets 2023: $27,990Net Assets 2023: $27,9902023Assets 2024: $28,339Liabilities 2024: $02024

Highlighted filing

2024

Assets$28,339
Liabilities$0
Net Assets-

Operations Trend

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

$40K$20K$0-$20KRevenue 2011: $18,492Expenses 2011: $8,181Net Income 2011: $10,3112011Revenue 2012: $20,232Expenses 2012: $31,534Net Income 2012: -$11,3022012Revenue 2013: $28,574Expenses 2013: $21,000Net Income 2013: $7,5742013Revenue 2014: $23,355Expenses 2014: $23,926Net Income 2014: -$5712014Revenue 2015: $24,926Expenses 2015: $21,265Net Income 2015: $3,6612015Revenue 2016: $21,708Expenses 2016: $23,666Net Income 2016: -$1,9582016Revenue 2017: $18,908Expenses 2017: $21,425Net Income 2017: -$2,5172017Revenue 2018: $34,962Expenses 2018: $32,295Net Income 2018: $2,6672018Revenue 2019: $31,017Expenses 2019: $29,680Net Income 2019: $1,3372019Revenue 2020: $17,090Expenses 2020: $15,559Net Income 2020: $1,5312020Revenue 2021: $12,829Expenses 2021: $18,759Net Income 2021: -$5,9302021Revenue 2022: $29,774Expenses 2022: $24,978Net Income 2022: $4,7962022Revenue 2023: $31,935Expenses 2023: $30,899Net Income 2023: $1,0362023Revenue 2024: $26,036Expenses 2024: $25,687Net Income 2024: $3492024

Highlighted filing

2024

Revenue$26,036
Expenses$25,687
Net Income$349

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$28.3$0.00$26.0$25.7$0.35
2023Detailed filing. Detailed filing data is available for this year.$28.0$28.0$31.9$30.9$1.04
2022Summary only. Only limited summary data is available for this year.$27.0$0.00$29.8$25.0$4.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.2$22.2$12.8$18.8$5.93
2020Detailed filing. Detailed filing data is available for this year.$28.1$28.1$17.1$15.6$1.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$26.6$31.0$29.7$1.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$25.2$35.0$32.3$2.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$22.6$18.9$21.4$2.52
2016Detailed filing. Detailed filing data is available for this year.$25.1$25.1$21.7$23.7$1.96
2015Detailed filing. Detailed filing data is available for this year.$27.0$27.0$24.9$21.3$3.66
2014Detailed filing. Detailed filing data is available for this year.$23.4$23.4$23.4$23.9$0.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$23.9$28.6$21.0$7.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.4$16.4$20.2$31.5$11.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.7$27.7$18.5$8.18$10.3
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$83,573
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
Student support, enrichment and education-$25,636
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea HallstedTreasurerPT$0--
Rachel BradfordPresidentPT$0--
Lakreshia VanceSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon/Fun Run/Shirts$28,124$28,124$14,106$14,018
Book Fairs/Other$27,578$27,578$22,125$5,453
Total Events$82,705$82,705$51,638$31,067
Filing and Contact Details

Filer

Filer Name
PTA Oklahoma Congress
EIN
73-1502559
Phone
9184461636
Address
2900 1/2 65th West Avenue, Tulsa, OK 74107

Signing Officer

Name
Andrea Hallsted
Title
Treasurer
Signed
2023-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Lewis C Pond CPA PC
Address
1125 Renaissance Dr, Sand Springs, OK 74063
Preparer
Lewis C Pond CPA
Phone
9182455814
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

| Donee's Name: Student Scholarships | Cash Amount Given: $5001

Grants and Similar Amounts Paid In Excess of $5,000.3

| Donee's Name: Reading/Teaching Incentives,Phonics,Kits | Cash Amount Given: $16356

Other Expenses.1012

Insurance $445

Other Expenses.1

Teacher Appreciation $2547

Other Expenses.2

Fun Day $1608

Other Expenses.3

Meals for Meetings $179

Other Expenses.4

Assemblies $92

Other Expenses.5

PTA Administration $12

Other Assets.1

Computer - Beginning $689 Computer - Ending $689

Other Assets.2

Awning - Beginning $7762 Awning - Ending $7762

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.

Path#Value
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IRS990EZ/GroupExemptionNum02218
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt08451
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025636
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt051638
IRS990EZ/SpecialEventsNetIncomeLossAmt031067
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt031935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Student Scholarships | Cash Amount Given: $5001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Reading/Teaching Incentives,Phonics,Kits | Cash Amount Given: $16356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation $2547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fun Day $1608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meals for Meetings $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Assemblies $92
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA Administration $12
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ReturnHeader/PreparerPersonGrp/PhoneNum09182455814
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ReturnHeader/ReturnTs02023-10-27T08:10:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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