Nonprofit · EIN 01-0962319
PTA OKLAHOMA CONGRESS
Also known as HERITAGE TRAILS
Tax-exempt · MOORE, OK 73160
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $24,266 | $19,687 | $4,579 | $17,353 | $0 | $17,353 |
| June 30, 2025 | 990-EZ | $18,172 | $22,267 | -$4,095 | $12,774 | $0 | $12,774 |
| June 30, 2024 | 990-EZ | $24,067 | $22,967 | $1,100 | $16,869 | $0 | $16,869 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $577
- Investment income
- $0
- Net income from fundraising events
- $15,270
- Net income from sales of inventory
- $1,960
- Other revenue
- $6,459
Expenses
- Grants and similar amounts paid
- $2,694
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $300
- Other expenses
- $16,693
- Program services (functional)
- $8,198
Balance sheet and other
- Total assets, start of year
- $12,774
- Total assets, end of year
- $17,353
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,353
- Cash, savings and investments
- $17,353
- Gross receipts
- $25,916
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Deanna Wiles | Historian | 8 | $0 |
| Jenny Potter | Treasurer | 8 | $0 |
| Michelle Burks | 2nd VP | 8 | $0 |
| Shanna Spagnuolo | Vice-President | 8 | $0 |
| Stephanie Ford | Secretary | 8 | $0 |
| Julie Bennett-Jones | President | 8 | $0 |
990-EZ for the year ended June 30, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Bennett-Jones | President | 5 | $0 |
| Shanna Spagnuolo | Secretary | 5 | $0 |
| Michelle Burks | Secretary | 5 | $0 |
| Jenny Potter | Treasurer | 5 | $0 |
| Deanna Wiles | Historian | 5 | $0 |
990-EZ for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Natalie Baker | President | 5 | $0 |
| Michelle Burks | Secretary | 5 | $0 |
| Julie Bennett-Jones | Vice-President | 5 | $0 |
| Deanna Wiles | Historian | 5 | $0 |
| Jenny Potter | Treasurer | 5 | $0 |
| Shanna Spagnuolo | Volunteer Coordinator | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1801 S BRYANT AVE, MOORE, OK 73160-6602
- Signed the 990-EZ
- Jenny Potter, Treasurer
- Phone
- (405) 640-6790
Mission
To provide a support system/organization for the teachers, families and students of Heritage Trails Elementary.
Program accomplishments
- Provided funds and helped plan and organize class parties and field trips for each grade at Heritage Trails. All students (approx. 600) benefitted.Expenses $2,984
- Provide funds to teachers to help purchase supplies for their classrooms. 35 teachers benefitted.Expenses $2,694
- Provide scholarships for students to attend Camp Classen. 20 students benefitted.Expenses $2,520
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 01-0962319
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Group exemption
- 2218: PTA OKLAHOMA CONGRESS
- Assets (IRS master file)
- $17,353
- Income (IRS master file)
- $25,916
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $24,266 | $19,687 | $17,353 | XML |
| 990-EZ | June 2025 | $18,172 | $22,267 | $12,774 | XML |
| 990-EZ | June 2024 | $24,067 | $22,967 | $16,869 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0962319).
Questions about PTA OKLAHOMA CONGRESS
- What is the EIN of PTA OKLAHOMA CONGRESS?
- The employer identification number (EIN) of PTA OKLAHOMA CONGRESS is 01-0962319.
- Is PTA OKLAHOMA CONGRESS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Which annual return does PTA OKLAHOMA CONGRESS file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PTA OKLAHOMA CONGRESS due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PTA OKLAHOMA CONGRESS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who are the officers and directors of PTA OKLAHOMA CONGRESS?
- The 990-EZ for the year ended June 30, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does PTA OKLAHOMA CONGRESS have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $24,266, expenses of $19,687 and total assets of $17,353 at year end.
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