Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2023 • EIN 20-1107295

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 22, 2023

3651 Compass DrFrisco, TX 75034

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

8th percentile

-70%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

5th percentile

-81%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-29%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$12,857

Down $56,364 (-81%) from 2022

Net Assets

Down

$12,857

Down $56,364 (-81%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$80,935

Down $33,503 (-29%) from 2022

Expenses

Up

$137,384

Up $43,700 (+47%) from 2022

Net Income

Down

-$56,449

Down $77,203 (-372%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $37,778Liabilities 2011: $02011Assets 2012: $16,992Liabilities 2012: $02012Assets 2013: $14,013Liabilities 2013: $02013Assets 2014: $36,597Liabilities 2014: $02014Assets 2015: $33,234Liabilities 2015: $452015Assets 2016: $52,095Liabilities 2016: $02016Assets 2017: $41,138Liabilities 2017: $02017Assets 2018: $43,179Liabilities 2018: $02018Assets 2019: $24,946Liabilities 2019: $02019Assets 2020: $42,103Liabilities 2020: $0Net Assets 2020: $42,1032020Assets 2021: $48,579Liabilities 2021: $0Net Assets 2021: $48,5792021Assets 2022: $69,221Liabilities 2022: $0Net Assets 2022: $69,2212022Assets 2023: $12,857Liabilities 2023: $0Net Assets 2023: $12,8572023Assets 2024: $54,221Liabilities 2024: $0Net Assets 2024: $54,2212024Assets 2025: $27,389Liabilities 2025: $0Net Assets 2025: $27,3892025

Highlighted filing

2023

Assets$12,857
Liabilities$0
Net Assets$12,857

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $67,003Expenses 2011: $86,556Net Income 2011: -$19,5532011Revenue 2012: $99,830Expenses 2012: $120,616Net Income 2012: -$20,7862012Revenue 2013: $99,508Expenses 2013: $102,487Net Income 2013: -$2,9792013Revenue 2014: $90,318Expenses 2014: $59,545Net Income 2014: $30,7732014Revenue 2015: $67,056Expenses 2015: $70,464Net Income 2015: -$3,4082015Revenue 2016: $59,001Expenses 2016: $42,050Net Income 2016: $16,9512016Revenue 2017: $57,663Expenses 2017: $69,562Net Income 2017: -$11,8992017Revenue 2018: $55,778Expenses 2018: $55,075Net Income 2018: $7032018Revenue 2019: $49,834Expenses 2019: $69,793Net Income 2019: -$19,9592019Revenue 2020: $82,814Expenses 2020: $56,273Net Income 2020: $26,5412020Revenue 2021: $40,582Expenses 2021: $34,106Net Income 2021: $6,4762021Revenue 2022: $114,438Expenses 2022: $93,684Net Income 2022: $20,7542022Revenue 2023: $80,935Expenses 2023: $137,384Net Income 2023: -$56,4492023Revenue 2024: $208,312Expenses 2024: $167,015Net Income 2024: $41,2972024Revenue 2025: $85,645Expenses 2025: $112,795Net Income 2025: -$27,1502025

Highlighted filing

2023

Revenue$80,935
Expenses$137,384
Net Income-$56,449
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 22, 2023
Return Version
2022v5.0
Gross Receipts
$146,949
Mission and Program Overview

Mission

Raise money for supplies, academic programs, campus improvements and recognize school staff for hard work, etc.

Raise money for supplies academic programs campus improvements recognize school staff for hard work etc

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicky UrsiPresidentPT$0--
Tina VermaVp1PT$0--
Courtney DunaganVp2PT$0--
Dana GiepSecretary-$0--
Jeanette MartinezTreasurerPT$0--
Kristin BentonParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$56,753$56,753$13,485$43,268
Spring Dance$13,894$13,894$4,537$9,357
Total Events$132,779$132,779$71,567$61,212
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
20-1107295
Phone
0000000000
Address
3651 COMPASS DR, FRISCO, TX 75034

Signing Officer

Name
Jeanette Martinez
Title
Treasurer
Phone
0000000000
Signed
2023-08-22
Supplemental Narrative

Additional Explanations

Schedule O:

Expenses relating to: Insurance - $450 Bank and credit card fees - $2,878 PTA supplies and software - $4,028 Student learning supplies and software - $16,779 School and community support - $93,297 School and staff support - $19,952

Raw XML Appendix217 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04697135981
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03651 Compass Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Frisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069306
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vicky Ursi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tina Verma
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Courtney Dunagan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dana Giep
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeanette Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kristin Benton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0137384
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise money for supplies academic programs campus improvements recognize school staff for hard work etc
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt053326
IRS990EZ/SpecialEventsNetIncomeLossAmt069041
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0137384
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt080935
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07563
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt044599
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0146949
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0174526
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt036452
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0109876
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0112433
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0580236
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0624835
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0154136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0182089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044262
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0122977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0121371
IRS990ScheduleA/Total509Grp/TotalAmt0624835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0154136
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0182089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0121371
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0624835
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/DirectExpenseSummaryEventsAmt071567
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Festival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Spring Dance
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056753
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt062132
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0132779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt056753
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt062132
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0132779
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061212
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt053545
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt071567
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013485
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04537
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Expenses relating to: Insurance - $450 Bank and credit card fees - $2,878 PTA supplies and software - $4,028 Student learning supplies and software - $16,779 School and community support - $93,297 School and staff support - $19,952
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeanette Martinez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0201107295
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt03651 COMPASS DR
ReturnHeader/Filer/USAddress/CityNm0FRISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075034
ReturnHeader/ReturnTs02023-08-22T14:30:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeanette
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Martinez
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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.$0.27$0.00$0.27$0.86$1.13$0.27
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$2.08$1.67$0.41
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.81$1.37$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$1.14$0.94$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.41$0.34$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.83$0.56$0.27
2019Summary only. Only limited summary data is available for this year.$0.25$0.00$0.50$0.70$0.20
2018Summary only. Only limited summary data is available for this year.$0.43$0.00$0.56$0.55$0.01
2017Summary only. Only limited summary data is available for this year.$0.41$0.00$0.58$0.70$0.12
2016Summary only. Only limited summary data is available for this year.$0.52$0.00$0.59$0.42$0.17
2015Summary only. Only limited summary data is available for this year.$0.33$0.00$0.67$0.70$0.03
2014Summary only. Only limited summary data is available for this year.$0.37$0.00$0.90$0.60$0.31
2013Summary only. Only limited summary data is available for this year.$0.14$0.00$1.00$1.02$0.03
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$1.00$1.21$0.21
2011Summary only. Only limited summary data is available for this year.$0.38$0.00$0.67$0.87$0.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits