PTA Tx Congress Otis Spears Elementary PTA

990EZ • Fiscal year 2020 • EIN 02-0598515

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 06, 2020

Organization Profile www.spearspta.org

8500 Wade BoulevardFrisco, TX 75034

(469) 633-2900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

-24%

Higher net margin than 20% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

-44%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

-20%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$32,722

Down $25,208 (-44%) from 2019

Net Assets

Down

$32,722

Down $25,208 (-44%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin20th percentile

Revenue

Down

$105,441

Down $26,518 (-20%) from 2019

Expenses

$130,649

Up $27,738 (+27%) from 2019

Net Income

Down

-$25,208

Down $54,256 (-187%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

Highlighted filing

2020

Assets$32,722

Liabilities$0

Net Assets$32,722

Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$105,441

Expenses$130,649

Net Income-$25,208

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2019 to Jun 30, 2020
Signed: Jul 6, 2020
Return Version: 2019v5.0
Gross Receipts: $105,441

Mission and Program Overview

Mission

To supplement the education of students at Otis Spears Elementary School.

Program Services

Description	Grants	Expenses
To promote the welfare of our student population through scholarships, literacy, art, music, programs enrichment and providing teachers with supplies and materials they would not otherwise have. This impacted the 700+ students and 55+ faculty members.	$0	$82,324

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Tracie Reiter	President	PT	$0	-	-
Lindsay Batie	1st VP Of Membership	-	$0	-	-
Betty Andrews	2nd Vice President Of Programs	PT	$0	-	-
Belle Primeau	Secretary	-	$0	-	-
Amy Howard	Treasurer	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Pta Texas Congress
EIN: 02-0598515
Phone: 4696332900
Address: 8500 Wade Boulevard, Frisco, TX 75034

Signing Officer

Name: Tracie Reiter
Title: President
Phone: 4696332900
Signed: 2020-07-06

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Frisco ISD Council annual dues $75; 5th grade camp scholarships $747; mini grants to support school and teachers $9,558; playground turf for school $63,184; music program expenses $260; literacy enrichment $5,027; art department expenses $479”

Form 990-EZ, Part I, Line 16

“Description;Amount^Bank Fees and Treasurer Expenses;1707|President Expenses;78|Membership Promotions;717|Reflections and Cultural Arts Programs;102|Classroom Parties;2793|Hospitality for teachers;5650|Leadership and training expenses;20|Room parents and specials classes expenses;4430|Environmental program;76|Programs;3070|Fun run expenses;10731|Book fair COGS and expenses;19597|Partnership program expenses;894^Total;49865^”

Raw XML Appendix170 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/BenefitsPaidToOrForMembersAmt	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Acting Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4696332900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	8500 Wade Boulevard
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Frisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	75034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	57930
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	32722
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	77391
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-25208
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	0
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form1120PolFiledInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	57930
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	32722
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	79329
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	105441
IRS990EZ/GrossSalesOfInventoryAmt	0	0
IRS990EZ/GroupExemptionNum	0	1889
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	0
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	3417
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	57930
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	32722
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	57930
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	32722
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	1455
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	6
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Tracie Reiter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Lindsay Batie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Betty Andrews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Belle Primeau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Amy Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	1st VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	2nd Vice President of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Treasurer
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	49865
IRS990EZ/OtherRevenueTotalAmt	0	0
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	To supplement the education of students at Otis Spears Elementary School.
IRS990EZ/PrintingPublicationsPostageAmt	0	0
IRS990EZ/ProgramServiceRevenueAmt	0	24633
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	To promote the welfare of our student population through scholarships, literacy, art, music, programs enrichment and providing teachers with supplies and materials they would not otherwise have. This impacted the 700+ students and 55+ faculty members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	82324
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	TX
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	130649
IRS990EZ/TotalProgramServiceExpensesAmt	0	82324
IRS990EZ/TotalRevenueAmt	0	105441
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	www.spearspta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	80809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	89373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	98464
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	25794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	27876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	322316
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	24633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	42586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	46340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	45875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	49015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	208449
IRS990ScheduleA/InvestmentIncomeCYPct	0	0
IRS990ScheduleA/InvestmentIncomePYPct	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1
IRS990ScheduleA/PublicSupportPY509Pct	0	1
IRS990ScheduleA/PublicSupportTotal509Amt	0	530765
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	105442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	131959
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	144804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	71669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	76891
IRS990ScheduleA/Total509Grp/TotalAmt	0	530765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	105442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	131959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	144804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	71669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	76891
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	530765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Frisco ISD Council annual dues $75; 5th grade camp scholarships $747; mini grants to support school and teachers $9,558; playground turf for school $63,184; music program expenses $260; literacy enrichment $5,027; art department expenses $479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description;Amount^Bank Fees and Treasurer Expenses;1707\|President Expenses;78\|Membership Promotions;717\|Reflections and Cultural Arts Programs;102\|Classroom Parties;2793\|Hospitality for teachers;5650\|Leadership and training expenses;20\|Room parents and specials classes expenses;4430\|Environmental program;76\|Programs;3070\|Fun run expenses;10731\|Book fair COGS and expenses;19597\|Partnership program expenses;894^Total;49865^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Tracie Reiter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4696332900
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	Otis Spears Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAT
ReturnHeader/Filer/EIN	0	020598515
ReturnHeader/Filer/PhoneNum	0	4696332900
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	8500 Wade Boulevard
ReturnHeader/Filer/USAddress/CityNm	0	Frisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	75034
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	45.23.178.82
ReturnHeader/ReturnTs	0	2020-08-20T09:51:55-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2019-07-01
ReturnHeader/TaxPeriodEndDt	0	2020-06-30
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $32,722
Liabilities: $0
Net assets: $32,722
Revenue: $105,441
Expenses: $130,649
Net income: -$25,208

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.30	$0.00	$0.30	$0.76	$0.76	$0.00
2024Detailed filing. Detailed filing data is available for this year.	$0.30	$0.00	$0.30	$0.67	$0.75	$0.09
2023Detailed filing. Detailed filing data is available for this year.	$0.39	$0.00	$0.39	$0.70	$0.76	$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.45	$0.00	$0.45	$0.82	$0.65	$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.28	$0.00	$0.28	$0.20	$0.26	$0.05
2020Detailed filing. Detailed filing data is available for this year.	$0.33	$0.00	$0.33	$1.05	$1.31	$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.58	$0.00	$0.58	$1.32	$1.03	$0.29
2018Detailed filing. Detailed filing data is available for this year.	$0.29	$0.00	$0.29	$1.45	$1.24	$0.20
2017Summary only. Only limited summary data is available for this year.	$0.08	$0.00		$0.74	$0.77	$0.03
2016Summary only. Only limited summary data is available for this year.	$0.12	$0.00		$0.81	$0.77	$0.04
2015Summary only. Only limited summary data is available for this year.	$0.08	$0.00		$0.63	$0.61	$0.02
2014Summary only. Only limited summary data is available for this year.	$0.06	$0.00		$0.70	$0.72	$0.03
2013Summary only. Only limited summary data is available for this year.	$0.09	$0.00		$0.72	$0.76	$0.05
2012Summary only. Only limited summary data is available for this year.	$0.13	$0.00		$0.76	$0.78	$0.03