Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2020 • EIN 14-1925089

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 02, 2020

1300 Cypress DrRichardson, TX 75080

(469) 953-6400

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

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

Asset Growth

86th percentile

85%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

47th percentile

-18%

Faster revenue growth than 47% of similar nonprofits.

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

Assets

Up

$26,159

Up $11,988 (+85%) from 2019

Net Assets

Up

$26,159

Up $11,988 (+85%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$48,125

Down $10,245 (-18%) from 2019

Expenses

Down

$36,260

Down $26,889 (-43%) from 2019

Net Income

Up

$11,865

Up $16,644 (+348%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $5,414Liabilities 2010: $0Net Assets 2010: $5,4142010Assets 2016: $38,801Liabilities 2016: $02016Assets 2017: $33,507Liabilities 2017: $02017Assets 2018: $18,950Liabilities 2018: $02018Assets 2019: $14,171Net Assets 2019: $14,1712019Assets 2020: $26,159Liabilities 2020: $0Net Assets 2020: $26,1592020Assets 2021: $18,998Liabilities 2021: $0Net Assets 2021: $18,9982021Assets 2022: $26,661Liabilities 2022: $0Net Assets 2022: $26,6612022Assets 2023: $49,279Liabilities 2023: $0Net Assets 2023: $49,2792023Assets 2024: $45,088Liabilities 2024: $12,134Net Assets 2024: $32,9542024Assets 2025: $43,247Liabilities 2025: $0Net Assets 2025: $43,2472025

Highlighted filing

2020

Assets$26,159
Liabilities$0
Net Assets$26,159

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $5,414Expenses 2010: $5,414Net Income 2010: $02010Revenue 2016: $45,624Expenses 2016: $39,884Net Income 2016: $5,7402016Revenue 2017: $63,442Expenses 2017: $68,736Net Income 2017: -$5,2942017Revenue 2018: $66,276Expenses 2018: $80,832Net Income 2018: -$14,5562018Revenue 2019: $58,370Expenses 2019: $63,149Net Income 2019: -$4,7792019Revenue 2020: $48,125Expenses 2020: $36,260Net Income 2020: $11,8652020Revenue 2021: $18,564Expenses 2021: $25,725Net Income 2021: -$7,1612021Revenue 2022: $44,220Expenses 2022: $36,557Net Income 2022: $7,6632022Revenue 2023: $69,510Expenses 2023: $46,892Net Income 2023: $22,6182023Revenue 2024: $55,151Expenses 2024: $71,476Net Income 2024: -$16,3252024Revenue 2025: $64,800Expenses 2025: $54,507Net Income 2025: $10,2932025

Highlighted filing

2020

Revenue$48,125
Expenses$36,260
Net Income$11,865
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 2, 2020
Return Version
2019v5.0
Gross Receipts
$80,862
Mission and Program Overview

Mission

Child Advocacy, parent education & enrichment.

Child Advocacy, parent education, and education & enrichment

Program Services

DescriptionGrantsExpenses
See Schedule O$0$35,510
Garden Coordinator - the PTA maintains a garden plot for student use and education. Benefits +/- 500 students.$0$8,000
PTA held a community wide carnival to engage local families, at no cost to visitors.$0$3,015
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacy KazeePresidentPT$0--
Dede McFarlandVice PresidentPT$0--
Heather SchmidtTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
14-1925089
Phone
4699536400
Address
1300 Cypress Dr, Richardson, TX 75080

Signing Officer

Name
Heather Schmidt
Title
Treasurer
Phone
9729776343
Signed
2020-07-02
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^Council plays money collected and paid to RISD Council of PTAs;644^Total;644^

Form 990-EZ, Part I, Line 16

Description;Amount^Membership Expense;135|Bank fees for stop check payment;35|Credit Card Processing Fees;1730|ACM Acres Garden Expense;997|Art Integration Expense;374|Community Outreach Expense;221|End of Year Celebrations Expense;276|Field Trip Expenses;2950|Garden Coordinator Expense;8000|Grade Level Classroom Expense;1995|Homeroom Rep Expense;552|Hospitality Expense;1290|Insurance Expense;570|Library Expense;1846|Parade and Field Day Expense;187|Principal Support Expense;463|President Hospitality Expense;416|Programs and Parent Education Expense;1200|Publicity Expense;423|Red Ribbon Week Expense;521|Reflections Expense;105|RISD Council of PTAs Dues;25|Science Fair Expense;115|Specials Art Expense;54|Specials Music Expense;204|Specials PE Expense;271|Specials Specialist Expense;450|Staff and Teacher Appreciation Expense;2687|Website Expense;792|Skating 101 Expense;2500|Prior Year Project carryover Expense;3482|Council of PTAs play Expense;644^Total;35510^

Form 990-EZ, Part I, Line 20

Description;Amount^Refund for Prior Year Projects Carryover item;123^Total;123^

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Heather Schmidt
IRS990EZ/BooksInCareOfDetail/PhoneNum09729776343
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0608 Laguna Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Richardson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075080
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014171
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026159
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt045160
IRS990EZ/CostOfGoodsSoldAmt025723
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt011865
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt061
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014171
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026159
IRS990EZ/FundraisingGrossIncomeAmt0678
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05499
IRS990EZ/GrossReceiptsAmt080862
IRS990EZ/GrossSalesOfInventoryAmt031222
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt050
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt03108
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014171
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026159
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014171
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026159
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Stacy Kazee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dede McFarland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Heather Schmidt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0123
IRS990EZ/OtherExpensesTotalAmt035510
IRS990EZ/OtherRevenueTotalAmt0644
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy, parent education, and education & enrichment
IRS990EZ/PrintingPublicationsPostageAmt0689
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Garden Coordinator - the PTA maintains a garden plot for student use and education. Benefits +/- 500 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PTA held a community wide carnival to engage local families, at no cost to visitors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035510
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23015
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt07014
IRS990EZ/SpecialEventsNetIncomeLossAmt0-6336
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036260
IRS990EZ/TotalProgramServiceExpensesAmt046525
IRS990EZ/TotalRevenueAmt048125
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0acmpta.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Council plays money collected and paid to RISD Council of PTAs for their fundraiser school play
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048267
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt031899
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt050
IRS990ScheduleA/InvestmentIncomeCYPct00.00062
IRS990ScheduleA/InvestmentIncomePYPct00.0058
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0644
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0644
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99142
IRS990ScheduleA/PublicSupportPY509Pct00.9707
IRS990ScheduleA/PublicSupportTotal509Amt080166
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt080166
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Council plays money collected and paid to RISD Council of PTAs;644^Total;644^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Membership Expense;135|Bank fees for stop check payment;35|Credit Card Processing Fees;1730|ACM Acres Garden Expense;997|Art Integration Expense;374|Community Outreach Expense;221|End of Year Celebrations Expense;276|Field Trip Expenses;2950|Garden Coordinator Expense;8000|Grade Level Classroom Expense;1995|Homeroom Rep Expense;552|Hospitality Expense;1290|Insurance Expense;570|Library Expense;1846|Parade and Field Day Expense;187|Principal Support Expense;463|President Hospitality Expense;416|Programs and Parent Education Expense;1200|Publicity Expense;423|Red Ribbon Week Expense;521|Reflections Expense;105|RISD Council of PTAs Dues;25|Science Fair Expense;115|Specials Art Expense;54|Specials Music Expense;204|Specials PE Expense;271|Specials Specialist Expense;450|Staff and Teacher Appreciation Expense;2687|Website Expense;792|Skating 101 Expense;2500|Prior Year Project carryover Expense;3482|Council of PTAs play Expense;644^Total;35510^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Refund for Prior Year Projects Carryover item;123^Total;123^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Schmidt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09729776343
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Arapaho Classical Magnet PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0141925089
ReturnHeader/Filer/PhoneNum04699536400
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 Cypress Dr
ReturnHeader/Filer/USAddress/CityNm0Richardson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075080
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.121.50.207
ReturnHeader/ReturnTs02020-07-24T12:05:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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