Civic Intelligence

PTA Texas Congress Otto Middle School PTA

990EZ • Fiscal year 2017 • EIN 27-2330567

Jul 01, 2016 to Jun 30, 2017 • 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

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$30

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

$19,782

No earlier filing loaded for comparison.

Net Assets

$19,779

No earlier filing loaded for comparison.

Liabilities

$3

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin81st percentile

Revenue

$17,945

No earlier filing loaded for comparison.

Expenses

$13,377

No earlier filing loaded for comparison.

Net Income

$4,568

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2017

Assets$19,782
Liabilities$3
Net Assets$19,779
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$17,945
Expenses$13,377
Net Income$4,568
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 18, 2019
Return Version
2016v3.0
Gross Receipts
$55,867
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 responsibility.$0$6,693
Officer expenses, Council dues, Insurance, Summer Seminar, Hospitality, Newsletter, Box Top and PTA Training expenses.$0$3,180
Provide Student Programs for the whole student body which included educational programs, Multicultural Night, and Community Outreach.$0$2,018
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$1,105
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelley ThomasPresidentPT$30-$30
Lori SchnierTreasurerPT$0--
Celines ShipleyVP MembershipPT$0--
Kristy Boog-ScottSecretaryPT$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
Kelley Thomas
Title
president
Phone
4697528500
Signed
2019-08-18
Supplemental Narrative

Additional Explanations

Form 990-EZ, Header, Line B

“Part II: Incorrect EOY balance”

Form 990-EZ, Part I, Line 10

“Grants and similar amounts paid: PESH Scholarship = $200, PISD Education Foundation Donation = $100”

Form 990-EZ, Part I, Line 16

“Student Planners as described in Part III, Line 28a; School Wish Lists Items as described in Part III, Line 29a”

Form 990-EZ, Part II, Line 26

“Sales Tax Agency Payable carry forward to 2017”

Raw XML Appendix176 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/AmendedReturnInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Nicole Haun - Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum04697528500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0504 North Star Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0750747305
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015211
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019782
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt06582
IRS990EZ/CostOfGoodsSoldAmt026066
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt04568
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015211
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019782
IRS990EZ/FundraisingGrossIncomeAmt014013
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0300
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06168
IRS990EZ/GrossReceiptsAmt055867
IRS990EZ/GrossSalesOfInventoryAmt032234
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt03038
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015211
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019779
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015211
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019779
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt030
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelley Thomas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lori Schnier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Celines Shipley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristy Boog-Scott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012996
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Parent/Teacher/Student Association
IRS990EZ/PrintingPublicationsPostageAmt081
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Student Programs for the whole student body which included educational programs, Multicultural Night, 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 responsibility.
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/ProgramServiceExpensesAmt02018
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16693
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21105
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33180
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt011856
IRS990EZ/SpecialEventsNetIncomeLossAmt02157
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013377
IRS990EZ/TotalProgramServiceExpensesAmt012996
IRS990EZ/TotalRevenueAmt017945
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Parent/Teacher/Student Association
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0ottopta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09620
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt046247
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt055867
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt055867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt055867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part II: Incorrect EOY balance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants and similar amounts paid: PESH Scholarship = $200, PISD Education Foundation Donation = $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Planners as described in Part III, Line 28a; School Wish Lists Items as described in Part III, Line 29a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sales Tax Agency Payable carry forward to 2017
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Header, Line B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0We filed the original 2016 form timely. We discovered a calculation error and are amending the original filing.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelley Thomas
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/IPv4AddressTxt099.187.147.24
ReturnHeader/ReturnTs02019-08-18T15:06:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,782
Liabilities
$3
Net assets
$19,779
Revenue
$17,945
Expenses
$13,377
Net income
$4,568
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