Civic Intelligence

PTA Texas Congress Otto Middle School PTA

990EZ • Fiscal year 2018 • EIN 27-2330567

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 18, 2019

Organization Profileottopta.org
504 North Star RoadPlano, TX 75074-7305

(469) 752-8500

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

8.3%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$21,417

Up $1,635 (+8.3%) from 2017

Net Assets

Up

$21,417

Up $1,638 (+8.3%) from 2017

Liabilities

Down

$0

Down $3 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin66th percentile

Revenue

Down

$13,707

Down $4,238 (-24%) from 2017

Expenses

Down

$12,069

Down $1,308 (-9.8%) from 2017

Net Income

Down

$1,638

Down $2,930 (-64%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$30K$20K$10K$0Assets 2017: $19,782Liabilities 2017: $3Net Assets 2017: $19,7792017Assets 2018: $21,417Liabilities 2018: $0Net Assets 2018: $21,4172018Assets 2019: $17,696Liabilities 2019: $3Net Assets 2019: $17,6932019Assets 2020: $24,015Liabilities 2020: $2Net Assets 2020: $24,0132020

Highlighted filing

2018

Assets$21,417
Liabilities$0
Net Assets$21,417
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

$20K$10K$0-$10KRevenue 2017: $17,945Expenses 2017: $13,377Net Income 2017: $4,5682017Revenue 2018: $13,707Expenses 2018: $12,069Net Income 2018: $1,6382018Revenue 2019: $13,682Expenses 2019: $17,406Net Income 2019: -$3,7242019Revenue 2020: $17,142Expenses 2020: $11,317Net Income 2020: $5,8252020

Highlighted filing

2018

Revenue$13,707
Expenses$12,069
Net Income$1,638
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 18, 2019
Return Version
2017v2.0
Gross Receipts
$54,660
Mission and Program Overview

Mission

Parent/Teacher/Student Association

Program Services

DescriptionGrantsExpenses
Fulfill school "wish list" items, pre-approved by the principal, for equipment/supplies and curriculum enrichment not provided by the school district for all classrooms including specialists. Also included student planners for teaching organizations skills and new library books$0$6,405
Officer expenses, Council dues, Insurance, Summer Seminar, Hospitality, Newsletter, Box Top and PTA Training expenses$0$3,418
Provide honorary lifetime membership and extended service awards to PTSA members. Purchase sponsorship and tickets for the Teacher of the Year Gala for select teachers and PTSA members$0$1,083
Provide Student Programs for the whole student body which included educational programs, Multicultural Event, and Community Outreach$0$907
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana McBridePresidentPT$0--
Lori ShnierTreasurerPT$0--
Lara HodgesVP MembershipPT$0--
Kristy Boog-ScottSecretaryPT$0--
Susanne GibsonVP Ways & MeansPT$0--
Filing and Contact Details

Filer

Filer Name
PTA TEXAS CONGRESS Otto Middle School PTA
EIN
27-2330567
Phone
4697528500
Address
504 North Star Road, Plano, TX 75074-7305

Signing Officer

Name
Dana McBride
Title
President
Phone
4697528500
Signed
2019-08-18
Supplemental Narrative

Additional Explanations

Form 990-EZ, Header, Line B

“Correcting BOY/EOY balances, Part III Line 31 expense.”

Form 990-EZ, Part I, Line 8

“- Provide school supplies and snacks to students in need. - Fulfill school "wish list" items, pre-approved by the principal, for equipment/supplies and curriculum enrichment not provided by the school district for all classrooms including specialists. Also included student planners for teaching organizations skills and new library books. - Provide honorary lifetime membership and extended service awards to PTSA members. Purchase sponsorship and tickets for the Teacher of the Year Gala for select teachers and PTSA members. - Officer expenses, Council dues, Insurance, Summer Seminar, Hospitality, Newsletter, Box Top and PTA Training expenses.”

Form 990-EZ, Part I, Line 10

“PESH Scholarship = $200”

Form 990-EZ, Part I, Line 16

“- Provide school supplies and snacks to students in need. - Fulfill school "wish list" items, pre-approved by the principal, for equipment/supplies and curriculum enrichment not provided by the school district for all classrooms including specialists. Also included student planners for teaching organizations skills and new library books. - Provide honorary lifetime membership and extended service awards to PTSA members. Purchase sponsorship and tickets for the Teacher of the Year Gala for select teachers and PTSA members. - Officer expenses, Council dues, Insurance, Summer Seminar, Hospitality, Newsletter, Box Top and PTA Training expenses.”

Raw XML Appendix184 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/AmendedReturnInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Nicole Haun - Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum04637528500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0504 North Star Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750747305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019782
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021417
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IRS990EZ/ContributionsGiftsGrantsEtcAmt04216
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IRS990EZ/ForeignFinancialAccountInd00
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt019782
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021417
IRS990EZ/FundraisingGrossIncomeAmt013133
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0200
IRS990EZ/GrossProfitLossSlsOfInvntryAmt05030
IRS990EZ/GrossReceiptsAmt054660
IRS990EZ/GrossSalesOfInventoryAmt034936
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MembershipDuesAmt02375
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019779
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021417
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019779
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021417
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
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/PersonNm0Dana McBride
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lori Shnier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lara Hodges
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristy Boog-Scott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Susanne Gibson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Ways & Means
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011813
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Parent/Teacher/Student Association
IRS990EZ/PrintingPublicationsPostageAmt056
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Student Programs for the whole student body which included educational programs, Multicultural Event, and Community Outreach
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Fulfill school "wish list" items, pre-approved by the principal, for equipment/supplies and curriculum enrichment not provided by the school district for all classrooms including specialists. Also included student planners for teaching organizations skills and new library books
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Provide honorary lifetime membership and extended service awards to PTSA members. Purchase sponsorship and tickets for the Teacher of the Year Gala for select teachers and PTSA members
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Officer expenses, Council dues, Insurance, Summer Seminar, Hospitality, Newsletter, Box Top and PTA Training expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0907
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16405
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21083
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33418
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt011047
IRS990EZ/SpecialEventsNetIncomeLossAmt02086
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012069
IRS990EZ/TotalProgramServiceExpensesAmt011813
IRS990EZ/TotalRevenueAmt013707
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Parent/Teacher/Student Association
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0ottopta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016211
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt094316
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0110527
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt0110527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0110527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Correcting BOY/EOY balances, Part III Line 31 expense.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1- Provide school supplies and snacks to students in need. - Fulfill school "wish list" items, pre-approved by the principal, for equipment/supplies and curriculum enrichment not provided by the school district for all classrooms including specialists. Also included student planners for teaching organizations skills and new library books. - Provide honorary lifetime membership and extended service awards to PTSA members. Purchase sponsorship and tickets for the Teacher of the Year Gala for select teachers and PTSA members. - Officer expenses, Council dues, Insurance, Summer Seminar, Hospitality, Newsletter, Box Top and PTA Training expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PESH Scholarship = $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3- Provide school supplies and snacks to students in need. - Fulfill school "wish list" items, pre-approved by the principal, for equipment/supplies and curriculum enrichment not provided by the school district for all classrooms including specialists. Also included student planners for teaching organizations skills and new library books. - Provide honorary lifetime membership and extended service awards to PTSA members. Purchase sponsorship and tickets for the Teacher of the Year Gala for select teachers and PTSA members. - Officer expenses, Council dues, Insurance, Summer Seminar, Hospitality, Newsletter, Box Top and PTA Training expenses.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Header, Line B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0This form was originally filed timely. We are amending our original return because we found there were calculations errors in the original filing.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dana McBride
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04697528500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS Otto Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0272330567
ReturnHeader/Filer/PhoneNum04697528500
ReturnHeader/Filer/USAddress/AddressLine1Txt0504 North Star Road
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750747305
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.184.173.28
ReturnHeader/ReturnTs02019-08-18T14:58:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,417
Liabilities
$0
Net assets
$21,417
Revenue
$13,707
Expenses
$12,069
Net income
$1,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$17.1$11.3$5.83
2019Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$13.7$17.4$3.72
2018Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$13.7$12.1$1.64
2017Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$17.9$13.4$4.57