Civic Intelligence

PTA Oklahoma Congress

990EZ • Fiscal year 2021 • EIN 73-1502559

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 22, 2021

Organization ProfileN/A
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

12th percentile

-46%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-25%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,158

Down $5,930 (-21%) from 2020

Net Assets

Down

$22,158

Down $5,930 (-21%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$12,829

Down $4,261 (-25%) from 2020

Expenses

Up

$18,759

Up $3,200 (+21%) from 2020

Net Income

Down

-$5,930

Down $7,461 (-487%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2021

Assets$22,158
Liabilities-
Net Assets$22,158
Open 2021 Filing

Operations Trend

Revenue Growth28th 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

2021

Revenue$12,829
Expenses$18,759
Net Income-$5,930
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 22, 2021
Return Version
2020v4.0
Gross Receipts
$35,818
Mission and Program Overview

Mission

Child Advocacy

Program Services

DescriptionGrantsExpenses
Student support, enrichment and education$15,918-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea HallstedPresidentPT$0--
Rachel BradfordVice PresidentPT$0--
Linda HughesTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon/Fun Run/Shirts$27,811$27,811$15,770$12,041
Book Fairs/Other$7,555$7,555$7,219$336
Total Events$35,366$35,366$22,989$12,377
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
Linda Hughes
Title
Treasurer
Signed
2021-10-22
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 Teacher Requests | Cash Amount Given: $5918”

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

“| Donee's Name: Student Scholarships | Cash Amount Given: $10000”

Other Expenses.1012

“Insurance $445”

Other Expenses.1

“Teacher Appreciation $1235”

Other Expenses.2

“Fun Day $580”

Other Expenses.3

“PTA Administration $241”

Other Assets.1

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

Other Assets.2

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

Raw XML Appendix181 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/PhoneNum09184461636
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02900 1/2 65th West Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tulsa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074107
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019637
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013707
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IRS990EZ/ContributionsGiftsGrantsEtcAmt035
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5930
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0340
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028088
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt015918
IRS990EZ/GrossReceiptsAmt035818
IRS990EZ/GroupExemptionNum02218
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0417
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028088
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028088
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Hallsted
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rachel Bradford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Linda Hughes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08451
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08451
IRS990EZ/OtherExpensesTotalAmt02501
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student support, enrichment and education
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015918
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022989
IRS990EZ/SpecialEventsNetIncomeLossAmt012377
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018759
IRS990EZ/TotalProgramServiceExpensesAmt015918
IRS990EZ/TotalRevenueAmt012829
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0452
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0928
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01720
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05228
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt081961
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080721
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt059989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0306694
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0311922
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt081996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060842
IRS990ScheduleA/Total509Grp/TotalAmt0311922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt049585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083681
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt081996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060842
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0311922
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022989
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon/Fun Run/Shirts
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Book Fairs/Other
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035366
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035366
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012377
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022989
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015770
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various Teacher Requests | Cash Amount Given: $5918
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Student Scholarships | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Teacher Appreciation $1235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fun Day $580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA Administration $241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Computer - Beginning $689 Computer - Ending $689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Awning - 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 Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Hughes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-22
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/ReturnTs02021-10-22T15:38:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Linda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hughes
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,158
Liabilities
-
Net assets
$22,158
Revenue
$12,829
Expenses
$18,759
Net income
-$5,930
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits