Civic Intelligence

PTA Texas Congress

EIN 23-7041702 • 501(c)3 • Dallas, TX

Profile

The purpose or purposes of James Bowie Elementary PTA, in common with National PTA and Texas PTA, are: A. to promote the welfare of children and youth in home, school, places of worship, and throughout the community; B. to raise the standards of home life; C. to advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; D. to promote the collaboration and engagement of families and educators in the education of children and youth; E. to engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; and F. to advocate for fiscal responsibility regarding public tax dollars in public education funding.

7643 La Manga RoadDallas, TX 75248

www.jamesbowiepta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

12th percentile

-67%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-11%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

37th percentile

-13%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$118,897

Down $59,745 (-33%) from 2024

Liabilities

Down

$738

Down $361 (-33%) from 2024

Net Assets

Down

$118,159

Down $59,384 (-33%) from 2024

Revenue

Down

$88,261

Down $67,303 (-43%) from 2024

Expenses

Up

$147,645

Up $20,961 (+17%) from 2024

Net Income

Down

-$59,384

Down $88,264 (-306%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2019: $101,976Liabilities 2019: $0Net Assets 2019: $101,9762019Assets 2020: $128,586Liabilities 2020: $0Net Assets 2020: $128,5862020Assets 2021: $116,770Liabilities 2021: $499Net Assets 2021: $116,2712021Assets 2022: $116,313Liabilities 2022: $819Net Assets 2022: $115,4942022Assets 2023: $150,002Liabilities 2023: $1,339Net Assets 2023: $148,6632023Assets 2024: $178,642Liabilities 2024: $1,099Net Assets 2024: $177,5432024Assets 2025: $118,897Liabilities 2025: $738Net Assets 2025: $118,1592025

Highlighted filing

2025

Assets$118,897
Liabilities$738
Net Assets$118,159

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2019: $117,199Expenses 2019: $77,799Net Income 2019: $39,4002019Revenue 2020: $68,803Expenses 2020: $42,193Net Income 2020: $26,6102020Revenue 2021: $77,916Expenses 2021: $90,231Net Income 2021: -$12,3152021Revenue 2022: $81,412Expenses 2022: $82,189Net Income 2022: -$7772022Revenue 2023: $117,369Expenses 2023: $84,200Net Income 2023: $33,1692023Revenue 2024: $155,564Expenses 2024: $126,684Net Income 2024: $28,8802024Revenue 2025: $88,261Expenses 2025: $147,645Net Income 2025: -$59,3842025

Highlighted filing

2025

Revenue$88,261
Expenses$147,645
Net Income-$59,384

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 19, 2025
Return Version
2024v5.0
Gross Receipts
$211,610
Mission and Program Overview

Mission

The James Bowie PTA supports programs and events throughout the year at James Bowie Elementary as well as providing funding for programs and learning tools that enhance and enrich our children's experience in the classroom.

The purpose or purposes of James Bowie Elementary PTA, in common with National PTA and Texas PTA, are: A. to promote the welfare of children and youth in home, school, places of worship, and throughout the community; B. to raise the standards of home life; C. to advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; D. to promote the collaboration and engagement of families and educators in the education of children and youth; E. to engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; and F. to advocate for fiscal responsibility regarding public tax dollars in public education funding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$178,642$118,897▼ $59,745
Rtn Earn Endowment Incm Other Fnds$177,543$118,159▼ $59,384
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$178,642$118,897▼ $59,745
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$1,099$738▼ $361
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,099$738▼ $361
Net Assets / Fund Balance
Total Net Assets Fund Balance$177,543$118,159▼ $59,384
Total Liabilities and Net Assets / Fund Balance$178,642$118,897▼ $59,745
Compensation and Service Providers

Board Members and Trustees

NameTitle
Maggie CurtisPresident
Marci Durst1st VP - Aide
Ashley Kelly2nd VP - Membership
Katina Schulze3rd VP - Programs
Ruth Oyler4th VP - Finance
Dana Douthit5th VP -Ways & Means
Ashley Williams6th VP -Procurement & Distribution
Laura Crooks7th VP - Volunteers
Mary Alyce KaetzelParliamentarian
Melissa CovingtonSecretary
Kristine MunselleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,655
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$80,606
All Other Contributions
$0
Change in Net Assets
$-59,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$131,149
Other Expenses$13,185
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$131,149--$131,149
All Other Expenses$13,185$0$0$13,185
Benefits to Members$3,311--$3,311
Total Functional Expenses$147,645$0$0$147,645
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$137,341
Fundraising Direct Expenses$58,880
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bowie Spring Auction$109,403$109,403$33,338$76,065
Mustang Pride Pledge$66,053$66,053$3,448$62,605
Total Events$175,456$175,456$36,786$138,670
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members. These members are able to attend general membership meetings of the PTA members to approve items such as the budget and the executive board

Form 990, Part VI, Section A, Line 7A

The executive board members appoint all committee chairs

Form 990, Part VI, Section A, Line 7B

The appointment of hte executive board members and the annual budget is subject to the approval of the PTA members.

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

The return is prepared by the Treasurer on the board and reviewed and signed by the President of the Board of the PTA

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

Disbursement details and corresponding checks are reviewed by two board members prior to disbursement. Possible conflicts of interests are part of this review

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
23-7041702
Phone
4695936000
Address
7643 La Manga Road, Dallas, TX 75248

Signing Officer

Name
Kristine Munselle
Title
Treasurer
Phone
4695936000
Signed
2025-08-19

Organization Details

Principal Officer
Maggie Curtis
Formed
1971
Legal Domicile
TX
Voting Board Members
37
Independent Board Members
37
Employees
0
Volunteers
100
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IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt037
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
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IRS990/LessRentalExpensesGrp/RealAmt00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt04883
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0The purpose or purposes of James Bowie Elementary PTA, in common with National PTA and Texas PTA, are: A. to promote the welfare of children and youth in home, school, places of worship, and throughout the community; B. to raise the standards of home life; C. to advocate for laws that further the education, physical and mental health, welfare, and safety of children and youth; D. to promote the collaboration and engagement of families and educators in the education of children and youth; E. to engage the public in united efforts to secure the physical, mental, emotional, spiritual, and social well-being of all children and youth; and F. to advocate for fiscal responsibility regarding public tax dollars in public education funding.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt0144974
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Maggie Curtis
IRS990/PriorPeriodAdjustmentsAmt00
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IRS990/ProgSrvcAccomActy2Grp/Desc0Beautification is our school doing any updates
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02376
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Capturing Kids Hearts - The James Bowie PTA provided training in the Capturing Kids Hearts program for Bowie Elementary teachers who had not previously received the training. Capturing Kids Hearts is a research-based process to improve the five key indicators of school performance: fewer discipline referrals, improved attendance, higher student achievement, lower dropout rates, and higher teacher satisfaction.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt023413
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Hospitality - The James Bowie PTA provides multiple appreciation and hospitality events for the teachers and staff of the school throughout the year. This also includes numerous events during Teacher Appreciation week in the spring. These events are an integral service of the PTA to show the teachers and staff how appreciated they are which in turn benefits the students and the school environment in general.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Accelerated Reader - The James Bowie PTA sponsors the accelerated reader program at James Bowie Elementary, which is available for all students. The program allows students to answer questions for eligible books they have read in order to earn points. Prizes are given to the students once they reach certain point levels.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2Field Day - The PTA hosted a field day for the students in the spring of 2023. The event was fully planned and funded by the PTA.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3Donation to the RISD Council of PTAs Funds
IRS990/ProgSrvcAccomActyOtherGrp/Desc4Teacher Appreciation Week
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt028321

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