PTA University Congress University Elementary School PTA

EIN 23-7101713 • 501(c)3 • Shreveport, LA

Profile

To develop efforts to secure the highest advantages in education for all students.

9900 Smitherman DrShreveport, LA 71115

n/A

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-60%

Higher net margin than 12% of similar nonprofits.

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

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

-56%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

3.6%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets59th percentile

Assets

$17,249

Up $4,303 (+33%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

$17,249

Up $4,303 (+33%) from 2023

Operations

Liabilities / Revenue61st percentile Net Margin12th percentile

Revenue

$32,583

Up $6,318 (+24%) from 2023

Expenses

$28,280

Up $3,761 (+15%) from 2023

Net Income

$4,303

Up $2,557 (+146%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

Highlighted filing

2024

Assets$17,249

Liabilities$0

Net Assets$17,249

Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

Highlighted filing

2024

Revenue$32,583

Expenses$28,280

Net Income$4,303

Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $17,249
Liabilities: $0
Net assets: $17,249
Revenue: $32,583
Expenses: $28,280
Net income: $4,303

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$17.2	$0.00	$17.2	$32.6	$28.3	$4.30
2023Detailed filing. Detailed filing data is available for this year.	$12.9	$0.00	$12.9	$26.3	$24.5	$1.75
2022Detailed filing. Detailed filing data is available for this year.	$11.2	$0.00	$11.2	$24.1	$38.6	$14.5
2021Detailed filing. Detailed filing data is available for this year.	$25.7		$25.7	$23.3	$25.2	$1.92
2020Detailed filing. Detailed filing data is available for this year.	$27.6		$27.6	$49.9	$37.4	$12.5
2019Detailed filing. Detailed filing data is available for this year.	$15.2		$15.2	$41.2	$85.7	$44.4
2018Detailed filing. Detailed filing data is available for this year.	$59.6		$59.6	$57.6	$44.0	$13.6
2017Detailed filing. Detailed filing data is available for this year.	$46.0		$46.0	$40.9	$34.5	$6.39
2016Detailed filing. Detailed filing data is available for this year.	$39.6		$39.6	$34.6	$40.4	$5.86
2015Detailed filing. Detailed filing data is available for this year.	$45.4		$45.4	$58.3	$48.8	$9.53
2014Detailed filing. Detailed filing data is available for this year.	$35.9		$35.9	$25.3	$37.7	$12.4
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$48.3		$48.3	$74.9	$95.6	$20.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$69.0		$69.0	$49.5	$38.1	$11.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$57.6		$57.6	$44.1	$54.1	$9.96

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Aug 1, 2023 to Jul 31, 2024
Signed: Jan 24, 2025
Return Version: 2023v6.0
Gross Receipts: $53,403

Mission and Program Overview

Mission

To develop efforts to secure the highest advantages in education for all students.

Promote welfare of students by raising standards of home life and bringing school and home into closer relationship. Secure the highest advantages for education.

Program Services

Description	Grants	Expenses
PROMOTE WELFARE OF STUDENTS BY RAISING STANDARDS OF HOME LIFE AND BRINGING SCHOOL AND HOME INTO CLOSER RELATIONSHIP. SECURE THE HIGHEST ADVANTAGES FOR EDUCATION.	$0	$0

Compensation and Service Providers

Top Officer Pay84th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WHITNEY GATES	President	PT	$0	-	-
KELLY BERNE	VP Fundraising	PT	$0	-	-
DONIELLE HERRERA	Treasurer	PT	$0	-	-
KASSIE STELLY	VP Hospitality	PT	$0	-	-
ZAHWA ABDALLAH	Secretary	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Yearbook Sales	$13,021	$13,021	$6,418	$6,603
Field Day	$6,667	$6,667	$5,077	$1,590
Total Events	$51,706	$51,706	$20,820	$30,886

Filing and Contact Details

Filer

Filer Name: Pta University Congress
EIN: 23-7101713
Phone: 3184696870
Address: 9900 SMITHERMAN DR, SHREVEPORT, LA 71115

Signing Officer

Name: Jennifer Rusling
Title: 2023-2024 Treasurer
Phone: 3184696870
Signed: 2025-01-24
Discuss with paid preparer: Yes

Preparer

Firm: Tmce Llp
Address: 6425 YOUREE DR, SHREVEPORT, LA 71105
Preparer: Benjamin a Miller CPA
Phone: 3182271600

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: 5th grade luncheon. Amount: 2,179. Description: coffee supplies. Amount: 561. Description: donuts with grownups. Amount: 1,847. Description: fidelity and liability bone. Amount: 430. Description: membership. Amount: 212. Description: pta audit. Amount: 105. Description: repairs. Amount: 689. Description: school enrichment. Amount: 3,780. Description: teacher appreciation. Amount: 9,507. Description: teacher of distinction. Amount: 100. Description: teacher treats. Amount: 941. Description: treasurer expense. Amount: 10. Description: sign gypsies. Amount: 265. Description: tax prep. Amount: 725. Description: sensory path painting. Amount: 2,175. Description: quickbooks reimbursement. Amount: 708. Description: music enrichment. Amount: 984. Description: sercurity. Amount: 999. Description: office supples. Amount: 2,063. Total to form 990-ez, line 16: 28,280.”

Raw XML Appendix180 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/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	WHITNEY GATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KELLY BERNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	DONIELLE HERRERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	KASSIE STELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	ZAHWA ABDALLAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	VP HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	SECRETARY
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	28280
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROMOTE WELFARE OF STUDENTS BY RAISING STANDARDS OF HOME LIFE AND BRINGING SCHOOL AND HOME INTO CLOSER RELATIONSHIP. SECURE THE HIGHEST ADVANTAGES FOR EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	20820
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	30886
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	28280
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	32583
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	1391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	2775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	2319
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	9124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	3760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	19369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	52013
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	43322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	102973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	294542
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	313911
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	53404
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	49306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	52446
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	106733
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	53404
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm	0	FIELD DAY
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	6667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	32018
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	13021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	6667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	32018
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	51706
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	30886
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	9325
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	20820
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	6418
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	5077
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	7
IRS990ScheduleG/SpecialFundraisingEventsInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: 5TH GRADE LUNCHEON. AMOUNT: 2,179. DESCRIPTION: COFFEE SUPPLIES. AMOUNT: 561. DESCRIPTION: DONUTS WITH GROWNUPS. AMOUNT: 1,847. DESCRIPTION: FIDELITY AND LIABILITY BONE. AMOUNT: 430. DESCRIPTION: MEMBERSHIP. AMOUNT: 212. DESCRIPTION: PTA AUDIT. AMOUNT: 105. DESCRIPTION: REPAIRS. AMOUNT: 689. DESCRIPTION: SCHOOL ENRICHMENT. AMOUNT: 3,780. DESCRIPTION: TEACHER APPRECIATION. AMOUNT: 9,507. DESCRIPTION: TEACHER OF DISTINCTION. AMOUNT: 100. DESCRIPTION: TEACHER TREATS. AMOUNT: 941. DESCRIPTION: TREASURER EXPENSE. AMOUNT: 10. DESCRIPTION: SIGN GYPSIES. AMOUNT: 265. DESCRIPTION: TAX PREP. AMOUNT: 725. DESCRIPTION: SENSORY PATH PAINTING. AMOUNT: 2,175. DESCRIPTION: QUICKBOOKS REIMBURSEMENT. AMOUNT: 708. DESCRIPTION: MUSIC ENRICHMENT. AMOUNT: 984. DESCRIPTION: SERCURITY. AMOUNT: 999. DESCRIPTION: OFFICE SUPPLES. AMOUNT: 2,063. TOTAL TO FORM 990-EZ, LINE 16: 28,280.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JENNIFER RUSLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	2023-2024 TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3184696870
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PTA UNIVERSITY CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	UNIVERSITY ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAU
ReturnHeader/Filer/EIN	0	237101713
ReturnHeader/Filer/PhoneNum	0	3184696870
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	9900 SMITHERMAN DR
ReturnHeader/Filer/USAddress/CityNm	0	SHREVEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	LA
ReturnHeader/Filer/USAddress/ZIPCd	0	71115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	453564278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	TMCE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6425 YOUREE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	71105
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3182271600
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BENJAMIN A MILLER CPA
ReturnHeader/ReturnTs	0	2025-02-03T09:45:17-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2023-08-01
ReturnHeader/TaxPeriodEndDt	0	2024-07-31
ReturnHeader/TaxYr	0	2023

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