Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2017 • EIN 73-1502559

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileN/A
2900 1/2 65th West AvenueTulsa, OK 74107

(918) 446-0584

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,553

Down $2,517 (-10%) from 2016

Net Assets

Down

$22,553

Down $2,517 (-10%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$18,908

Down $2,800 (-13%) from 2016

Expenses

Down

$21,425

Down $2,241 (-9.5%) from 2016

Net Income

Down

-$2,517

Down $559 (-29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$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

2017

Assets$22,553
Liabilities-
Net Assets$22,553
Open 2017 Filing

Operations Trend

Revenue Growth30th percentile

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

2017

Revenue$18,908
Expenses$21,425
Net Income-$2,517
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$60,842
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
Student support, enrichment and education$19,658-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tonya WilliamsPresidentPT$0--
Jami WarkentinVice PresidentPT$0--
Cheri PowellSecretaryPT$0--
Kristina BuxtonTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$23,013$23,013$11,503$11,510
Fall Fundraiser$20,184$20,184$8,546$11,638
Total Events$59,989$59,989$41,934$18,055
Filing and Contact Details

Filer

Filer Name
PTA Oklahoma Congress
EIN
73-1502559
Phone
9184460584
Address
2900 1/2 65th West Avenue, Tulsa, OK 74107

Signing Officer

Name
Jami Warkentin
Title
Vice President
Signed
2018-05-14
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 $5,000.1

“| Donee's Name: Various | Cash Amount Given: $17111 | Description of Property: Teacher Requests”

Other Expenses.1012

“Insurance $330”

Other Expenses.1

“PTA Scholarship $1250”

Other Expenses.2

“Teacher Appreciation $756”

Other Expenses.3

“National dues $558”

Other Expenses.4

“Fun Day $541”

Other Expenses.5

“Audit $310”

Other Expenses.6

“PTA Admin $294”

Other Expenses.7

“Office Supplies $207”

Other Expenses.8

“Meals for Meetings $68”

Other Assets.1

“Computer - Beginning $689 Computer - Ending $689”

Other Assets.2

“Awning - Beginning $7762 Awning - Ending $7762”

Raw XML Appendix189 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/PhoneNum09182606574
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02900 1/2 65th West Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tulsa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016619
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2517
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt017111
IRS990EZ/GrossReceiptsAmt060842
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum02218
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0853
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025070
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022553
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025070
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022553
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tonya Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jami Warkentin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cheri Powell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristina Buxton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08451
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08451
IRS990EZ/OtherExpensesTotalAmt04314
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student support, enrichment and education
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019658
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041934
IRS990EZ/SpecialEventsNetIncomeLossAmt018055
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021425
IRS990EZ/TotalProgramServiceExpensesAmt019658
IRS990EZ/TotalRevenueAmt018908
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05412
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt059989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt070508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt084161
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0361127
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0366539
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085240
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080248
IRS990ScheduleA/Total509Grp/TotalAmt0366539
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt060842
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071523
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt085240
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080248
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0366539
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041934
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Jog-A-Thon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt020184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt059989
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016792
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt059989
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018055
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021885
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt041934
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011503
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08546
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various | Cash Amount Given: $17111 | Description of Property: Teacher Requests
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA Scholarship $1250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation $756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4National dues $558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fun Day $541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Audit $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PTA Admin $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Office Supplies $207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Meals for Meetings $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Computer - Beginning $689 Computer - Ending $689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Awning - Beginning $7762 Awning - Ending $7762
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jami Warkentin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Oklahoma Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731502559
ReturnHeader/Filer/PhoneNum09184460584
ReturnHeader/Filer/USAddress/AddressLine1Txt02900 1/2 65th West Avenue
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lewis C Pond CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01125 Renaissance Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sand Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074063
ReturnHeader/PreparerPersonGrp/PhoneNum09182455814
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lewis C Pond CPA
ReturnHeader/ReturnTs02018-05-14T11:41:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,553
Liabilities
-
Net assets
$22,553
Revenue
$18,908
Expenses
$21,425
Net income
-$2,517
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
2017Detailed filing. Detailed filing data is available for this year.$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