PTA OKLAHOMA CONGRESS

EIN: 237111452 501(c)(3)

OKLAHOMA CITY, OK

Total Revenue
$3,545
Total Expenses
$1,529
Total Assets
$57,286
Net Assets
$57,286
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
OK
Tax Period
2020-07-01 to 2021-06-30

PTA OKLAHOMA CONGRESS, founded in 2002, is a micro nonprofit that reported $4K in total revenue in fiscal year 2020. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2K, a strong 57% operating margin.

Mission

PROVIDE SERVICES FOR INDIVIDUAL PTAS IN SCHOOL AND PROVIDE TRAINING FOR THOSE ELECTED TO THE INDIVIDUAL PTAS IN THE DISTRICT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,518
Investment Income $27
Other Revenue $0
TOTAL REVENUE $3,545

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,529
Other Expenses $1,529
TOTAL EXPENSES $1,529

Year-over-Year Comparison

2020 2019 Change
Revenue $3,545 $5,222 -0.3%
Expenses $1,529 $9,047 -0.8%
Net Income $2,016 $-3,825 -1.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
35
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LYNN WITTE TREASURER 3.00
Officer
$0 $0 $0
LINDSAY ELSEA VICE PRESIDENT 4.00
Officer
$0 $0 $0
PATI THURMAN SECRETARY 4.00
Officer
$0 $0 $0
MICHELLE FILIPSKI PRESIDENT 10.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2021 $3,545 $1,529 $57,286 $2,016
2019 $5,999 $9,819 $59,095 $-3,820
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