Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2021 • EIN 20-1260880

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 22, 2021

6000 Maltby DrFrisco, TX 75035

(469) 975-5573

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.18x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

3rd percentile

-437%

Higher net margin than 3% 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

-28%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

3rd percentile

-96%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$27,956

Down $10,818 (-28%) from 2020

Net Assets

Down

$27,491

Down $11,232 (-29%) from 2020

Liabilities

Up

$465

Up $414 (+812%) from 2020

Revenue

Down

$2,572

Down $54,815 (-96%) from 2020

Expenses

Down

$13,804

Down $26,051 (-65%) from 2020

Net Income

Down

-$11,232

Down $28,764 (-164%) from 2020

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $20,437Liabilities 2012: $02012Assets 2013: $20,049Liabilities 2013: $02013Assets 2014: $17,601Liabilities 2014: $02014Assets 2015: $5,936Liabilities 2015: $02015Assets 2016: $9,025Liabilities 2016: $02016Assets 2017: $16,044Liabilities 2017: $02017Assets 2018: $8,389Liabilities 2018: $02018Assets 2019: $21,340Liabilities 2019: $149Net Assets 2019: $21,1912019Assets 2020: $38,774Liabilities 2020: $51Net Assets 2020: $38,7232020Assets 2021: $27,956Liabilities 2021: $465Net Assets 2021: $27,4912021Assets 2022: $28,260Liabilities 2022: $1,398Net Assets 2022: $26,8622022Assets 2023: $33,779Liabilities 2023: $3,679Net Assets 2023: $30,1002023Assets 2024: $22,256Liabilities 2024: $0Net Assets 2024: $22,2562024Assets 2025: $24,971Liabilities 2025: $0Net Assets 2025: $24,9712025

Highlighted filing

2021

Assets$27,956
Liabilities$465
Net Assets$27,491

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $51,308Expenses 2012: $40,567Net Income 2012: $10,7412012Revenue 2013: $56,050Expenses 2013: $56,438Net Income 2013: -$3882013Revenue 2014: $51,416Expenses 2014: $53,865Net Income 2014: -$2,4492014Revenue 2015: $47,838Expenses 2015: $59,503Net Income 2015: -$11,6652015Revenue 2016: $49,588Expenses 2016: $46,816Net Income 2016: $2,7722016Revenue 2017: $48,978Expenses 2017: $41,960Net Income 2017: $7,0182017Revenue 2018: $38,323Expenses 2018: $45,978Net Income 2018: -$7,6552018Revenue 2019: $58,592Expenses 2019: $45,790Net Income 2019: $12,8022019Revenue 2020: $57,387Expenses 2020: $39,855Net Income 2020: $17,5322020Revenue 2021: $2,572Expenses 2021: $13,804Net Income 2021: -$11,2322021Revenue 2022: $72,950Expenses 2022: $74,044Net Income 2022: -$1,0942022Revenue 2023: $75,874Expenses 2023: $72,741Net Income 2023: $3,1332023Revenue 2024: $38,426Expenses 2024: $46,134Net Income 2024: -$7,7082024Revenue 2025: $30,742Expenses 2025: $28,027Net Income 2025: $2,7152025

Highlighted filing

2021

Revenue$2,572
Expenses$13,804
Net Income-$11,232
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 22, 2021
Return Version
2020v4.0
Gross Receipts
$5,338
Mission and Program Overview

Mission

Various programs were held covering topics such as healthy living, art contests, bullying, disabilities, different cultures, science, environmental awareness and reading. All students participated.

To promote the collaboration and engagement of families and educators in the education of children and youth.

Program Services

DescriptionGrantsExpenses
Various programs were held covering topics such as healthy living, art contests, bullying, disabilities, different cultures, science, environmental awareness and reading. All students participated.$0$3,497
School donations consistented of school supplies for teachers. All students were impacted.$0$2,443
Various activities and events were provided such as classroom parties, multicultural nights, Valentine party, Scavenger Hunt$0$1,855
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca LucasPresidentPT$0--
Ana Lam1st VP FundraisingPT$0--
Leslie Heape2nd VP ProgramsPT$0--
Erin Mourton3rd VP VolunteersPT$0--
Denise CarrigoSecretaryPT$0--
Keika SheldonTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
20-1260880
Phone
4699755573
Address
6000 Maltby Dr, Frisco, TX 75035

Signing Officer

Name
Keika Sheldon
Title
Treasurer
Phone
4699755573
Signed
2021-08-22
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Form 990-ez, part i, line 10 consists of: $75 council dues $1,311 president middle school t-shirts $2,443 school supplies donation $51 uncategorized donation

Form 990-EZ, Part I, Line 16

Description;Amount^Fun Run General Expense;500|Classroom parties;1138|Field day supplies;401|Multicultural Night supplies;216|Hospitality meals for teachers;2720|Life Time membership due;7|Sam's club membership;45|PTA leadership training;40|Reflection awards and supplies;504|Disabilities awareness education;107|Sales tax filing late fee;52|Liability insurance;660|paypal fee;149|Membership Toolkit annual subscription;750^Total;7289^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^STATE AND NATIONAL DUES YET TO BE PAID;68|Uncleared check Carrisa;50|Uncleared check Ryan;82|Uncleared check Frisco Sports Center;265^Total;465^

Raw XML Appendix252 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leslie Heape
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Erin Mourton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Denise Carrigo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Keika Sheldon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP Fundraising
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd VP Volunteers
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0To promote the collaboration and engagement of families and educators in the education of children and youth.
IRS990EZ/PrintingPublicationsPostageAmt0154
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Various programs were held covering topics such as healthy living, art contests, bullying, disabilities, different cultures, science, environmental awareness and reading. All students participated.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School donations consistented of school supplies for teachers. All students were impacted.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Various activities and events were provided such as classroom parties, multicultural nights, Valentine party, Scavenger Hunt
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12443
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21855
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TotalRevenueAmt02572
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056326
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04643
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0123879
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056349
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0137757
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt064643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061591
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060992
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069072
IRS990ScheduleA/Total509Grp/TotalAmt0261636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060992
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069072
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0261636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ, PART I, LINE 10 CONSISTS OF: $75 COUNCIL DUES $1,311 PRESIDENT MIDDLE SCHOOL T-SHIRTS $2,443 SCHOOL SUPPLIES DONATION $51 UNCATEGORIZED DONATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Fun Run General Expense;500|Classroom parties;1138|Field day supplies;401|Multicultural Night supplies;216|Hospitality meals for teachers;2720|Life Time membership due;7|Sam's club membership;45|PTA leadership training;40|Reflection awards and supplies;504|Disabilities awareness education;107|Sales tax filing late fee;52|Liability insurance;660|paypal fee;149|Membership Toolkit annual subscription;750^Total;7289^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^STATE AND NATIONAL DUES YET TO BE PAID;68|Uncleared check Carrisa;50|Uncleared check Ryan;82|Uncleared check Frisco Sports Center;265^Total;465^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Keika Sheldon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04699755573
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0201260880
ReturnHeader/Filer/PhoneNum04699755573
ReturnHeader/Filer/USAddress/AddressLine1Txt06000 Maltby Dr
ReturnHeader/Filer/USAddress/CityNm0Frisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075035
ReturnHeader/ReturnTs02021-08-22T22:41:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.$25.0$0.00$25.0$30.7$28.0$2.72
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.00$22.3$38.4$46.1$7.71
2023Detailed filing. Detailed filing data is available for this year.$33.8$3.68$30.1$75.9$72.7$3.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$1.40$26.9$73.0$74.0$1.09
2021Detailed filing. Detailed filing data is available for this year.$28.0$0.47$27.5$2.57$13.8$11.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.8$0.05$38.7$57.4$39.9$17.5
2019Detailed filing. Detailed filing data is available for this year.$21.3$0.15$21.2$58.6$45.8$12.8
2018Summary only. Only limited summary data is available for this year.$8.39$0.00$38.3$46.0$7.66
2017Summary only. Only limited summary data is available for this year.$16.0$0.00$49.0$42.0$7.02
2016Summary only. Only limited summary data is available for this year.$9.03$0.00$49.6$46.8$2.77
2015Summary only. Only limited summary data is available for this year.$5.94$0.00$47.8$59.5$11.7
2014Summary only. Only limited summary data is available for this year.$17.6$0.00$51.4$53.9$2.45
2013Summary only. Only limited summary data is available for this year.$20.0$0.00$56.1$56.4$0.39
2012Summary only. Only limited summary data is available for this year.$20.4$0.00$51.3$40.6$10.7