PTA Tx Congress Otis Spears Elementary PTA

990EZ • Fiscal year 2019 • EIN 02-0598515

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 23, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

22%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

101%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

-8.9%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets57th percentile

Assets

$57,930

Up $29,048 (+101%) from 2018

Net Assets

$57,930

Up $29,048 (+101%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin78th percentile

Revenue

Down

$131,959

Down $12,845 (-8.9%) from 2018

Expenses

Down

$102,911

Down $21,470 (-17%) from 2018

Net Income

$29,048

Up $8,625 (+42%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

Highlighted filing

2019

Assets$57,930

Liabilities$0

Net Assets$57,930

Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

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

Highlighted filing

2019

Revenue$131,959

Expenses$102,911

Net Income$29,048

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2018 to Jun 30, 2019
Signed: Aug 23, 2019
Return Version: 2018v3.0
Gross Receipts: $131,959

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	$23,090

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Keri King	President	PT	$0	-	-
Tracie Reiter	1st Vice President Of Membership	-	$0	-	-
Betty Andrews	2nd Vice President Of Programs	-	$0	-	-
Kelly Crider	Secretary	-	$0	-	-
Amy Howard	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: PTA TX Congress Otis Spears Elementary PTA
EIN: 02-0598515
Phone: 4696332900
Address: 8500 Wade Boulevard, Frisco, TX 75034

Signing Officer

Name: Tracie Reiter
Title: President
Phone: 4696332900
Signed: 2019-08-23

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Bank Fees and Treasurer Expenses;1879|President Expenses;132|Membership Promotions;656|Reflections and Cultural Arts programs;106|Classroom Parties;2761|Volunteer Expenses;70|Hospitality for teachers;4778|Newcomer;25|Room parent specials classes and class expenses;4803|Programs;9557|Fun run expenses;9268|Book fair COGS and expenses;37349|Partnership programs;12763|Field Day;2811^Total;86958^”

Raw XML Appendix171 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
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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
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IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	86719
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	29048
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	14253
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	131959
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
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IRS990EZ/MembershipDuesAmt	0	2653
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	28882
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	57930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	28882
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	6
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	4
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/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Keri King
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Tracie Reiter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Betty Andrews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Kelly Crider
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Amy Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	1st Vice President 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	86958
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	42587
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	23090
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	102911
IRS990EZ/TotalProgramServiceExpensesAmt	0	23090
IRS990EZ/TotalRevenueAmt	0	131959
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	www.spearspta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	89373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	98464
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	25794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	27876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	10381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	251888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	42586
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	46340
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	45875
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	49015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	51467
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	235283
IRS990ScheduleA/InvestmentIncomeCYPct	0	0
IRS990ScheduleA/InvestmentIncomePYPct	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1
IRS990ScheduleA/PublicSupportPY509Pct	0	1
IRS990ScheduleA/PublicSupportTotal509Amt	0	487171
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	131959
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	144804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	71669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	76891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	61848
IRS990ScheduleA/Total509Grp/TotalAmt	0	487171
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	131959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	144804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	71669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	76891
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	61848
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	487171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description;Amount^Bank Fees and Treasurer Expenses;1879\|President Expenses;132\|Membership Promotions;656\|Reflections and Cultural Arts programs;106\|Classroom Parties;2761\|Volunteer Expenses;70\|Hospitality for teachers;4778\|Newcomer;25\|Room parent specials classes and class expenses;4803\|Programs;9557\|Fun run expenses;9268\|Book fair COGS and expenses;37349\|Partnership programs;12763\|Field Day;2811^Total;86958^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Tracie Reiter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4696332900
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PTA TX Congress 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	2019-08-24T09:33:17-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2018-07-01
ReturnHeader/TaxPeriodEndDt	0	2019-06-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $57,930
Liabilities: $0
Net assets: $57,930
Revenue: $131,959
Expenses: $102,911
Net income: $29,048

	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
2019Detailed filing. Detailed filing data is available for this year.	$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