Civic Intelligence

PTA Texas Congress

990 • Fiscal year 2024 • EIN 20-1000101

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 07, 2024

24831 Westheimer PkwyKaty, TX 77494

(281) 237-8300

Siviq Scores

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

Liabilities / Assets

86th percentile

0.29x

Higher debt load relative to assets than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-7.0%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$46,307

Up $4,566 (+11%) from 2023

Net Assets

Up

$33,052

Up $17,552 (+113%) from 2023

Liabilities

Down

$13,255

Down $12,986 (-49%) from 2023

Revenue

Down

$109,108

Down $8,251 (-7.0%) from 2023

Expenses

Down

$91,556

Down $18,730 (-17%) from 2023

Net Income

Up

$17,552

Up $10,479 (+148%) from 2023

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $15,536Liabilities 2011: $02011Assets 2012: $4,390Liabilities 2012: $02012Assets 2013: $21,447Liabilities 2013: $02013Assets 2014: $16,084Liabilities 2014: $02014Assets 2015: $5,729Liabilities 2015: $02015Assets 2016: $4,130Liabilities 2016: $02016Assets 2017: $4,068Liabilities 2017: $02017Assets 2018: $16,324Liabilities 2018: $02018Assets 2019: $8,884Liabilities 2019: $02019Assets 2020: $14,314Liabilities 2020: $0Net Assets 2020: $14,3132020Assets 2022: $82,317Liabilities 2022: $0Net Assets 2022: $82,3172022Assets 2023: $41,741Liabilities 2023: $26,241Net Assets 2023: $15,5002023Assets 2024: $46,307Liabilities 2024: $13,255Net Assets 2024: $33,0522024Assets 2025: $47,237Liabilities 2025: $1,822Net Assets 2025: $45,4152025

Highlighted filing

2024

Assets$46,307
Liabilities$13,255
Net Assets$33,052

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $69,654Expenses 2011: $64,784Net Income 2011: $4,8702011Revenue 2012: $76,671Expenses 2012: $87,848Net Income 2012: -$11,1772012Revenue 2013: $72,348Expenses 2013: $55,291Net Income 2013: $17,0572013Revenue 2014: $81,757Expenses 2014: $87,120Net Income 2014: -$5,3632014Revenue 2015: $71,784Expenses 2015: $82,139Net Income 2015: -$10,3552015Revenue 2016: $81,077Expenses 2016: $82,676Net Income 2016: -$1,5992016Revenue 2017: $57,144Expenses 2017: $57,206Net Income 2017: -$622017Revenue 2018: $45,193Expenses 2018: $32,937Net Income 2018: $12,2562018Revenue 2019: $62,078Expenses 2019: $69,596Net Income 2019: -$7,5182019Revenue 2020: $59,013Expenses 2020: $53,584Net Income 2020: $5,4292020Revenue 2022: $106,557Expenses 2022: $24,240Net Income 2022: $82,3172022Revenue 2023: $117,359Expenses 2023: $110,286Net Income 2023: $7,0732023Revenue 2024: $109,108Expenses 2024: $91,556Net Income 2024: $17,5522024Revenue 2025: $12,363Expenses 2025: $0Net Income 2025: $12,3632025

Highlighted filing

2024

Revenue$109,108
Expenses$91,556
Net Income$17,552
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 7, 2024
Return Version
2023v5.0
Gross Receipts
$109,108
Mission and Program Overview

Mission

PTA's mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$41,589$45,657▲ $4,068
Accounts Receivable$152$650▲ $498
Savings and Temporary Cash Investments$0--
Other Notes and Loans Receivable, Net$0--
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0--
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Inventories for Sale or Use$0--
Loans From Officers Directors$0--
Prepaid Expenses and Deferred Charges$0--
Total Assets$41,741$46,307▲ $4,566
Liabilities
Accounts Payable and Accrued Expenses$26,241$12,270▼ $13,971
Other Liabilities-$985-
Grants Payable$0--
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$26,241$13,255▼ $12,986
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,000$33,052▲ $18,052
Net Assets With Donor Restrictions$500$0▼ $500
Total Net Assets Fund Balance$15,500$33,052▲ $17,552
Total Liabilities and Net Assets / Fund Balance$41,741$46,307▲ $4,566
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carly RodriquezPresident
Savannah Cisneros3rd Vice President Fundraising
Orlanda Ogden4th Vice President Volunteers
Lisa StrattonFirst Vice President Programs
Jija Rizvi2nd VP Membership
Tinnel JenkinsSecretary
David BarbeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,004
Program Service Revenue
$53,104
Investment Income
$0
Other Revenue
$0
All Other Contributions
$3,137
Change in Net Assets
$17,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,556
Total Fundraising Expense$43,730
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$42,883-$40,227$83,110
Payments to Affiliates--$2,423$2,423
Office Expenses-$1,538-$1,538
Conferences and Meetings-$1,460-$1,460
Other Expenses$0$0$1,080$1,080
Insurance-$640-$640
Information Technology-$15-$15
Total Functional Expenses$42,883$4,943$43,730$91,556
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
School Sprit Items$15,995$15,995$12,577$3,418
Rumble$14,506$14,506$5,005$9,501
Total Events$50,003$50,003$18,340$31,663
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0--
Receivables from Disqualified Persons$0--
Receivables from Officers, Directors, Trustees, and Key Employees$0--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank Miscalcuation$985
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Relevant information is available on our website

Form 990, Part VI, Section B, Line 12C

Audit of the process

Form 990, Part VI, Section C, Line 19

Upon request

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
20-1000101
Phone
2812378300
Address
24831 Westheimer Pkwy, Katy, TX 77494

Signing Officer

Name
David Barbee
Title
Treasurer
Phone
8325453283
Signed
2024-07-07

Organization Details

Principal Officer
David Barbee
Formed
2004
Legal Domicile
TX
Voting Board Members
500
Independent Board Members
500
Employees
0
Volunteers
500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

This is the money spent on programs for the school

Raw XML AppendixShowing 400 of 445 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.

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IRS990/ProgSrvcAccomActyOtherGrp/Desc1PTA Donated money directly to teacher / school programs in support of classroom expenses / equipment / etc.
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Communicated via website and Facebook page
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018340
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0School Sprit Items
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Rumble
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015995
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt019502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015995
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014506
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019502
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050003
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031663
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0758
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018340
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012577
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05005
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Relevant information is available on our website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Audit of the process
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3This is the money spent on programs for the school
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt041741
IRS990/TotalAssetsEOYAmt046307
IRS990/TotalAssetsGrp/BOYAmt041741
IRS990/TotalAssetsGrp/EOYAmt046307
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt056004
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt043730
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04943
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042883
IRS990/TotalFunctionalExpensesGrp/TotalAmt091556
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026241
IRS990/TotalLiabilitiesEOYAmt013255
IRS990/TotalLiabilitiesGrp/BOYAmt026241
IRS990/TotalLiabilitiesGrp/EOYAmt013255
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt015500
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033052
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt016034
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt09039
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt042883
IRS990/TotalProgramServiceRevenueAmt053104
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.47$0.02$0.45$0.12$0.00$0.12
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.13$0.33$1.09$0.92$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.26$0.16$1.17$1.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.07$0.24$0.82
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.59$0.54$0.05
2019Summary only. Only limited summary data is available for this year.$0.09$0.00$0.62$0.70$0.08
2018Summary only. Only limited summary data is available for this year.$0.16$0.00$0.45$0.33$0.12
2017Summary only. Only limited summary data is available for this year.$0.04$0.00$0.57$0.57$0.00
2016Summary only. Only limited summary data is available for this year.$0.04$0.00$0.81$0.83$0.02
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$0.72$0.82$0.10
2014Summary only. Only limited summary data is available for this year.$0.16$0.00$0.82$0.87$0.05
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.72$0.55$0.17
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.77$0.88$0.11
2011Summary only. Only limited summary data is available for this year.$0.16$0.00$0.70$0.65$0.05