Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2021 • EIN 14-1925089

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 05, 2021

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

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

13th percentile

-39%

Higher net margin than 13% 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

15th percentile

-27%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

13th percentile

-61%

Faster revenue growth than 13% of similar nonprofits.

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

Assets

Down

$18,998

Down $7,161 (-27%) from 2020

Net Assets

Down

$18,998

Down $7,161 (-27%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$18,564

Down $29,561 (-61%) from 2020

Expenses

Down

$25,725

Down $10,535 (-29%) from 2020

Net Income

Down

-$7,161

Down $19,026 (-160%) 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 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

2021

Assets$18,998
Liabilities$0
Net Assets$18,998

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

2021

Revenue$18,564
Expenses$25,725
Net Income-$7,161
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 5, 2021
Return Version
2020v4.0
Gross Receipts
$21,289
Mission and Program Overview

Mission

Child Advocacy, parent education & enrichment.

Program Services

DescriptionGrantsExpenses
See Schedule O$0$25,689
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
2021-07-05
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Description;Amount^Memorial Fund for Julie Duffy;3868^Total;3868^

Form 990-EZ, Part I, Line 16

Description;Amount^Membership Expense;45|Bank fees for stop check payment;35|Credit Card Processing Fees;404|ACM Acres Garden Expense;1000|Art Integration Expense;616|Community Outreach Expense;300|End of Year Celebrations Expense;309|Garden Coordinator Expense;5300|Grade Level Classroom Expense;1853|Hospitality Expense;232|Insurance Expense;570|Parade and Field Day Expense;2027|Principal Support Expense;1685|President Hospitality Expense;104|Programs and Parent Education Expense;450|Publicity Expense;164|Red Ribbon Week Expense;133|RISD Council of PTAs Dues;25|Specials Music Expense;250|Specials PE Expense;200|Specials Specialist Expenses;737|Teacher and Staff Appreciation Expense;980|Website Expense;827|Prior Year Projects Carryover Expense;3575|Memorial Items for Julie Duffy;3868^Total;25689^

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
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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/BOYAmt026159
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018998
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09368
IRS990EZ/CostOfGoodsSoldAmt02609
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-7161
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02666
IRS990EZ/GrossReceiptsAmt021289
IRS990EZ/GrossSalesOfInventoryAmt05275
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026159
IRS990EZ/NetAssetsOrFundBalancesEOYAmt018998
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026159
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt018998
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
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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/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025689
IRS990EZ/OtherRevenueTotalAmt03868
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Child Advocacy, parent education & enrichment.
IRS990EZ/PrintingPublicationsPostageAmt036
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025689
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0116
IRS990EZ/SpecialEventsNetIncomeLossAmt0-116
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025725
IRS990EZ/TotalProgramServiceExpensesAmt025689
IRS990EZ/TotalRevenueAmt018564
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0acmpta.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Council play money was not collected for 2020-2021 school year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064270
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt031899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037174
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt061
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00062
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0644
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0644
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99310
IRS990ScheduleA/PublicSupportPY509Pct00.99142
IRS990ScheduleA/PublicSupportTotal509Amt0101444
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021278
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0101444
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0102149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Memorial Fund for Julie Duffy;3868^Total;3868^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Membership Expense;45|Bank fees for stop check payment;35|Credit Card Processing Fees;404|ACM Acres Garden Expense;1000|Art Integration Expense;616|Community Outreach Expense;300|End of Year Celebrations Expense;309|Garden Coordinator Expense;5300|Grade Level Classroom Expense;1853|Hospitality Expense;232|Insurance Expense;570|Parade and Field Day Expense;2027|Principal Support Expense;1685|President Hospitality Expense;104|Programs and Parent Education Expense;450|Publicity Expense;164|Red Ribbon Week Expense;133|RISD Council of PTAs Dues;25|Specials Music Expense;250|Specials PE Expense;200|Specials Specialist Expenses;737|Teacher and Staff Appreciation Expense;980|Website Expense;827|Prior Year Projects Carryover Expense;3575|Memorial Items for Julie Duffy;3868^Total;25689^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfileEmailAddressChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Schmidt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09729776343
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Arapaho Classical Magnet
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/ReturnTs02021-07-24T13:54:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings