Civic Intelligence

PTA Tx Congress Otis Spears Elementary PTA

990EZ • Fiscal year 2021 • EIN 02-0598515

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 17, 2021

8500 Wade BoulevardFrisco, TX 75034

(469) 633-2900

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

17th percentile

-26%

Higher net margin than 17% 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

21st percentile

-16%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

7th percentile

-81%

Faster revenue growth than 7% of similar nonprofits.

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

Assets

Down

$27,503

Down $5,219 (-16%) from 2020

Net Assets

Down

$27,503

Down $5,219 (-16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$20,322

Down $85,119 (-81%) from 2020

Expenses

Down

$25,541

Down $105,108 (-80%) from 2020

Net Income

Up

-$5,219

Up $19,989 (+79%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $13,083Liabilities 2012: $02012Assets 2013: $8,543Liabilities 2013: $02013Assets 2014: $6,024Liabilities 2014: $02014Assets 2015: $7,843Liabilities 2015: $02015Assets 2016: $11,507Liabilities 2016: $02016Assets 2017: $8,459Liabilities 2017: $02017Assets 2018: $28,882Liabilities 2018: $0Net Assets 2018: $28,8822018Assets 2019: $57,930Liabilities 2019: $0Net Assets 2019: $57,9302019Assets 2020: $32,722Liabilities 2020: $0Net Assets 2020: $32,7222020Assets 2021: $27,503Liabilities 2021: $0Net Assets 2021: $27,5032021Assets 2022: $44,677Liabilities 2022: $0Net Assets 2022: $44,6772022Assets 2023: $38,590Liabilities 2023: $0Net Assets 2023: $38,5902023Assets 2024: $29,899Liabilities 2024: $0Net Assets 2024: $29,8992024Assets 2025: $30,196Liabilities 2025: $0Net Assets 2025: $30,1962025

Highlighted filing

2021

Assets$27,503
Liabilities$0
Net Assets$27,503

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $75,517Expenses 2012: $78,231Net Income 2012: -$2,7142012Revenue 2013: $71,583Expenses 2013: $76,123Net Income 2013: -$4,5402013Revenue 2014: $69,606Expenses 2014: $72,125Net Income 2014: -$2,5192014Revenue 2015: $63,045Expenses 2015: $61,226Net Income 2015: $1,8192015Revenue 2016: $80,535Expenses 2016: $76,871Net Income 2016: $3,6642016Revenue 2017: $74,246Expenses 2017: $77,294Net Income 2017: -$3,0482017Revenue 2018: $144,804Expenses 2018: $124,381Net Income 2018: $20,4232018Revenue 2019: $131,959Expenses 2019: $102,911Net Income 2019: $29,0482019Revenue 2020: $105,441Expenses 2020: $130,649Net Income 2020: -$25,2082020Revenue 2021: $20,322Expenses 2021: $25,541Net Income 2021: -$5,2192021Revenue 2022: $82,287Expenses 2022: $65,113Net Income 2022: $17,1742022Revenue 2023: $69,781Expenses 2023: $75,868Net Income 2023: -$6,0872023Revenue 2024: $66,544Expenses 2024: $75,235Net Income 2024: -$8,6912024Revenue 2025: $75,985Expenses 2025: $75,688Net Income 2025: $2972025

Highlighted filing

2021

Revenue$20,322
Expenses$25,541
Net Income-$5,219
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 17, 2021
Return Version
2020v4.0
Gross Receipts
$20,322
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
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$6,350
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracie ReiterPresidentPT$0--
Lindsay Batie1st VP Of Membership-$0--
Chelsee Glasco2nd Vice President Of ProgramsPT$0--
Kristina KlecknerSecretary-$0--
Betty AndrewsTreasurerPT$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
Betty Andrews
Title
President
Phone
4696332900
Signed
2021-07-17
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

form 990-EZ part 1, line 10- FISD Council Annual dues $75; teacher school supplies $483.86; Earmarks for playground improvements $4000; proceeds to library from book fair.

Form 990-EZ, Part I, Line 16

Description;Amount^Bank Fees and Treasurer Expenses;605|Membership Promotion;249|Reflections and Cultural Arts Programs;64|Classroom Parties;2591|Hospitality;4940|Leadership;10|Room Parents and Specials class expenses;3268|Programs;550|FunRun Expenses;37|Book Fair COGS and Expenses;5353|Partnership program Expenses;60^Total;17727^

Raw XML Appendix177 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Acting Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum04696332900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08500 Wade Boulevard
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Frisco
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075034
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt027503
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IRS990EZ/GrossReceiptsAmt020322
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum01889
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tracie Reiter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lindsay Batie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chelsee Glasco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristina Kleckner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Betty Andrews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt017727
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To supplement the education of students at Otis Spears Elementary School.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt07996
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To 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/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025541
IRS990EZ/TotalProgramServiceExpensesAmt06350
IRS990EZ/TotalRevenueAmt020322
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.spearspta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt098464
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0306766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07996
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt046340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0167430
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0474196
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020322
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0131959
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0144804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071669
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020322
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0131959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0144804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071669
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0474196
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0form 990-EZ part 1, line 10- FISD Council Annual dues $75; teacher school supplies $483.86; Earmarks for playground improvements $4000; proceeds to library from book fair.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Bank Fees and Treasurer Expenses;605|Membership Promotion;249|Reflections and Cultural Arts Programs;64|Classroom Parties;2591|Hospitality;4940|Leadership;10|Room Parents and Specials class expenses;3268|Programs;550|FunRun Expenses;37|Book Fair COGS and Expenses;5353|Partnership program Expenses;60^Total;17727^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Betty Andrews
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04696332900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0020598515
ReturnHeader/Filer/PhoneNum04696332900
ReturnHeader/Filer/USAddress/AddressLine1Txt08500 Wade Boulevard
ReturnHeader/Filer/USAddress/CityNm0Frisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075034
ReturnHeader/ReturnTs02021-07-17T20:01:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2021Detailed filing. Detailed filing data is available for this year.$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