Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2019 • EIN 20-4647068

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 20, 2019

9865 Gillespie DrivePlano, TX 75025

(214) 770-5888

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

96th percentile

300%

Faster asset growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

53%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$27,094

Up $20,325 (+300%) from 2018

Net Assets

$27,094

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $436 (-100%) from 2018

Revenue

Up

$50,749

Up $17,574 (+53%) from 2018

Expenses

Down

$29,916

Down $3,983 (-12%) from 2018

Net Income

Up

$20,833

Up $21,557 (+2977%) from 2018

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $13,825Liabilities 2012: $1,5662012Assets 2013: $9,461Liabilities 2013: $02013Assets 2014: $7,410Liabilities 2014: $122014Assets 2015: $8,793Liabilities 2015: $2952015Assets 2016: $3,434Liabilities 2016: $3582016Assets 2017: $7,399Liabilities 2017: $3422017Assets 2018: $6,769Liabilities 2018: $4362018Assets 2019: $27,094Liabilities 2019: $0Net Assets 2019: $27,0942019Assets 2020: $26,871Liabilities 2020: $0Net Assets 2020: $26,8712020Assets 2021: $21,080Liabilities 2021: $0Net Assets 2021: $21,0802021

Highlighted filing

2019

Assets$27,094
Liabilities$0
Net Assets$27,094

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $30,997Expenses 2012: $27,878Net Income 2012: $3,1192012Revenue 2013: $35,580Expenses 2013: $38,378Net Income 2013: -$2,7982013Revenue 2014: $31,078Expenses 2014: $33,131Net Income 2014: -$2,0532014Revenue 2015: $28,472Expenses 2015: $27,368Net Income 2015: $1,1042015Revenue 2016: $31,223Expenses 2016: $36,940Net Income 2016: -$5,7172016Revenue 2017: $32,053Expenses 2017: $28,072Net Income 2017: $3,9812017Revenue 2018: $33,175Expenses 2018: $33,899Net Income 2018: -$7242018Revenue 2019: $50,749Expenses 2019: $29,916Net Income 2019: $20,8332019Revenue 2020: $44,799Expenses 2020: $46,248Net Income 2020: -$1,4492020Revenue 2021: $10,499Expenses 2021: $18,322Net Income 2021: -$7,8232021

Highlighted filing

2019

Revenue$50,749
Expenses$29,916
Net Income$20,833
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 20, 2019
Return Version
2018v3.0
Gross Receipts
$66,328
Mission and Program Overview

Mission

Provide additional support to students at Portia Taylor Elementary.

Program Services

DescriptionGrantsExpenses
Educational programming brought to school: High Touch High Tech, Perot Museum of Science and Technology, Dallas Zoo.$0$14,579
Educational Supplies provided to the school.$0$3,382
Scholarships$0$500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie WalshPresidentPT$0--
Andrea Fink1st Vice President - Programs-$0--
Miranda Nguyen2nd Vice President - Ways And Means-$0--
Terri PalmerSecretary-$0--
Kelli KimTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk a Thon$37,438$37,438$5,253$32,185
Total Events$37,438$37,438$5,253$32,185
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
20-4647068
Phone
2147705888
Address
9865 Gillespie Drive, Plano, TX 75025

Signing Officer

Name
Kelli Kim
Title
Treasurer
Phone
2147705888
Signed
2019-07-20
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Insurance $395 Hospitality $1752 Principal Fund $3382 Programs $14579 Classroom Parties $6333 Technology $792 Other 841

Form 990-EZ, Part I, Line 20

Balance the rollforward

Raw XML Appendix202 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/PersonNm0Kelli Kim
IRS990EZ/BooksInCareOfDetail/PhoneNum02147705888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03105 Angus Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075025
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06769
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027094
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010735
IRS990EZ/CostOfGoodsSoldAmt09192
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt020833
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0360
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06769
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027094
IRS990EZ/FundraisingGrossIncomeAmt042433
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0606
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02563
IRS990EZ/GrossReceiptsAmt066328
IRS990EZ/GrossSalesOfInventoryAmt011755
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt01405
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06333
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027094
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06333
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027094
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Walsh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrea Fink
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Miranda Nguyen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Terri Palmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kelli Kim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President - Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President - Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-72
IRS990EZ/OtherExpensesTotalAmt028074
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide additional support to students at Portia Taylor Elementary.
IRS990EZ/PrintingPublicationsPostageAmt0876
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational programming brought to school: High Touch High Tech, Perot Museum of Science and Technology, Dallas Zoo.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Educational Supplies provided to the school.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014579
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13382
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt06387
IRS990EZ/SpecialEventsNetIncomeLossAmt036046
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0436
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029916
IRS990EZ/TotalProgramServiceExpensesAmt018461
IRS990EZ/TotalRevenueAmt050749
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0/taylorelementarypta.membershiptoolkit.com/home
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01378
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt064922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt046582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044581
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0248085
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0254211
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045558
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045893
IRS990ScheduleA/Total509Grp/TotalAmt0254211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt045558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt047803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045893
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0254211
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05253
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walk a Thon
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037438
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037438
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032185
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05253
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $395 Hospitality $1752 Principal Fund $3382 Programs $14579 Classroom Parties $6333 Technology $792 Other 841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Balance the rollforward
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelli Kim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02147705888
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Portia Taylor Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0204647068
ReturnHeader/Filer/PhoneNum02147705888
ReturnHeader/Filer/USAddress/AddressLine1Txt09865 Gillespie Drive
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075025
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.180.64.42
ReturnHeader/ReturnTs02019-07-08T22:44:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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No mirrored PDF or thumbnail assets are attached yet.

Filings