Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2019 • EIN 73-1502559

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

2900 1/2 65th West AvenueTulsa, OK 74107

(918) 446-1636

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

52nd percentile

4.3%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$26,557

Up $1,337 (+5.3%) from 2018

Net Assets

Up

$26,557

Up $1,337 (+5.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$31,017

Down $3,945 (-11%) from 2018

Expenses

Down

$29,680

Down $2,615 (-8.1%) from 2018

Net Income

Down

$1,337

Down $1,330 (-50%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$26,557
Liabilities-
Net Assets$26,557

Operations Trend

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

2019

Revenue$31,017
Expenses$29,680
Net Income$1,337
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$81,962
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
Student support, enrichment and education$20,905-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea HallstedPresidentPT$0--
Rachel BradfordTreasurerPT$0--
Tabitha FothergillVice PresidentPT$0--
Lisa MorganVice PresidentPT$0--
Linda HughesSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon/Fun Run/Shirts$36,069$36,069$21,212$14,857
Fall & Spring Fundraisers$28,120$28,120$14,681$13,439
Total Events$80,242$80,242$50,945$29,297
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
Rachel Bradford
Title
Treasurer
Signed
2019-11-12
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: $20743 | Description of Property: Teacher requests

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

| Donee's Name: Student Scholarships | Cash Amount Given: $5339 | Description of Property: Scholarships

Other Expenses.1012

Insurance $445

Other Expenses.1

Teacher Appreciation $896

Other Expenses.2

Fun Day $667

Other Expenses.3

PTA Admin $527

Other Expenses.4

National dues $480

Other Expenses.5

Meals for Meetings $76

Other Expenses.6

Paypal Fees $25

Other Assets.1

Computer - Beginning $689 Computer - Ending $689

Other Assets.2

Awning - Beginning $7762 Awning - Ending $7762

Raw XML Appendix194 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tulsa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08451
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08451
IRS990EZ/OtherExpensesTotalAmt03116
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student support, enrichment and education
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020905
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt050945
IRS990EZ/SpecialEventsNetIncomeLossAmt029297
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029680
IRS990EZ/TotalProgramServiceExpensesAmt020905
IRS990EZ/TotalRevenueAmt031017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06278
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt081961
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt067271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0360450
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0366728
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt060842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068686
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071523
IRS990ScheduleA/Total509Grp/TotalAmt0366728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083681
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060842
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt068686
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071523
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0366728
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt050945
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon/Fun Run/Shirts
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall & Spring Fundraisers
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt028120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016053
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt028120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016053
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029297
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015052
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt050945
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021212
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt014681
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various | Cash Amount Given: $20743 | Description of Property: Teacher requests
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Student Scholarships | Cash Amount Given: $5339 | Description of Property: Scholarships
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation $896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fun Day $667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Admin $527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6National dues $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Meals for Meetings $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Paypal Fees $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Computer - Beginning $689 Computer - Ending $689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Awning - Beginning $7762 Awning - Ending $7762
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.2
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Bradford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Oklahoma Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAO
ReturnHeader/Filer/EIN0731502559
ReturnHeader/Filer/PhoneNum09184461636
ReturnHeader/Filer/USAddress/AddressLine1Txt02900 1/2 65th West Avenue
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731445204
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/ReturnTs02019-11-12T07:15:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2019Detailed filing. Detailed filing data is available for this year.$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