Civic Intelligence

PTA Texas Congress Chandler Oaks PTA

990EZ • Fiscal year 2014 • EIN 27-2340410

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 04, 2014

3800 Stone Oak Drive78681

(512) 704-0400

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$13,638

Down $10,561 (-44%) from 2013

Net Assets

Down

$13,638

Down $10,561 (-44%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$24,370

Down $3,385 (-12%) from 2013

Expenses

Up

$34,931

Up $9,830 (+39%) from 2013

Net Income

Down

-$10,561

Down $13,215 (-498%) from 2013

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $10,075Liabilities 2011: $0Net Assets 2011: $10,0752011Assets 2012: $21,545Liabilities 2012: $0Net Assets 2012: $21,5452012Assets 2013: $24,199Net Assets 2013: $24,1992013Assets 2014: $13,638Net Assets 2014: $13,6382014Assets 2016: $13,813Net Assets 2016: $13,8132016Assets 2017: $15,256Net Assets 2017: $15,2562017Assets 2018: $25,373Liabilities 2018: $795Net Assets 2018: $24,5782018Assets 2019: $27,637Liabilities 2019: $754Net Assets 2019: $26,8832019Assets 2020: $42,126Liabilities 2020: $2,005Net Assets 2020: $40,1212020Assets 2022: $32,923Liabilities 2022: $240Net Assets 2022: $32,6832022Assets 2023: $33,849Liabilities 2023: $4,544Net Assets 2023: $29,3052023Assets 2024: $40,153Liabilities 2024: $5,808Net Assets 2024: $34,3452024Assets 2025: $40,209Liabilities 2025: $2,175Net Assets 2025: $38,0342025

Highlighted filing

2014

Assets$13,638
Liabilities-
Net Assets$13,638

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $33,783Expenses 2011: $27,273Net Income 2011: $6,5102011Revenue 2012: $37,734Expenses 2012: $26,264Net Income 2012: $11,4702012Revenue 2013: $27,755Expenses 2013: $25,101Net Income 2013: $2,6542013Revenue 2014: $24,370Expenses 2014: $34,931Net Income 2014: -$10,5612014Revenue 2016: $34,274Expenses 2016: $26,380Net Income 2016: $7,8942016Revenue 2017: $24,865Expenses 2017: $21,985Net Income 2017: $2,8802017Revenue 2018: $34,178Expenses 2018: $24,856Net Income 2018: $9,3222018Revenue 2019: $35,565Expenses 2019: $33,260Net Income 2019: $2,3052019Revenue 2020: $46,122Expenses 2020: $34,212Net Income 2020: $11,9102020Revenue 2022: $57,546Expenses 2022: $57,818Net Income 2022: -$2722022Revenue 2023: $60,334Expenses 2023: $63,712Net Income 2023: -$3,3782023Revenue 2024: $56,655Expenses 2024: $56,106Net Income 2024: $5492024Revenue 2025: $64,319Expenses 2025: $60,630Net Income 2025: $3,6892025

Highlighted filing

2014

Revenue$24,370
Expenses$34,931
Net Income-$10,561
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 4, 2014
Return Version
2013v3.1
Gross Receipts
$53,042
Mission and Program Overview

Mission

Parent/teacher association

Program Services

DescriptionGrantsExpenses
Supported the educational process by providing cultural arts, afterschool programs, donation to classroom parties, environmental/recycling, field trips, field day, 5th grade graduation, WatchDOG program, spelling bee, science fair, reflections.-$20,787
Provide grade level supplies, literacy library books, support to inaugural art project, music department, library, nurse, supplies for parent work room, supplies for school design and office - all these items supported the students, staff and parents of the school.-$5,888
Provide special events such as Back to School night, several family nights through the year, talent show, to promote parent, teacher, & student involvement.-$2,442
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARISSA HALLPresidentPT$0--
ANGELA RODRIGUEZ1st VP Of MembershipPT$0--
LAUREN SHINGLETON2nd VP Of FundraisingPT$0--
JULIE OLESEN3rd VP Of Programs & ServicesPT$0--
ANGELA BAKERSecretary-$0--
DENISE SCHWARTZTreasurerPT$0--
LILLY FOWLERParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$15,565$15,565$4,707$10,858
Event 1$8,390$8,390$1,019$7,371
Total Events$23,955$23,955$5,726$18,229
Filing and Contact Details

Filer

EIN
27-2340410
Phone
5127040400

Signing Officer

Name
Frank Lundie
Title
Treasurer
Phone
5127040400
Signed
2014-11-04
Discuss with paid preparer
Yes

Preparer

Preparer
Angela Washburn
Phone
5122716881
Supplemental Narrative

Additional Explanations

Line 28

Line Number: Part III Line 28 - math pentathlon, - all listed

Line 28

programs benefited the school and the community.

Form 990EZ, Part I, Line 8

Box tops & labels 1866. Environment/recycling program 35. Interest 18. Bad check recovery 3. Rounding 1.

Form 990EZ, Part I, Line 10

Donation donation stoney point project graduation district council member 100. Donation donation sprinkle of fairy dust (rrisd council of ptas) district council member 50. Donation donation round rock opportunity center member 100. Donation donation round rock council district council member 100. Donation donation noel grisham scholarship fund district council member 100.

Form 990EZ, Part I, Line 16

Administrative supplies 279. Bank check fees 9. Bank supplies 32. Bonding & liability insurance 555. Flo training 38. District council dues 75. Historian 28. Storage facility 600. Box tops & soup labels 100. Council luncheons 240. Summer leadership conference 2461. After school programs 2110. Back to school night 110. Classroom party fund 4441. Cultural arts 2500. Family nights 930. Field day 750. Field trips 3600. Fifth grade graduation & tshirts 2767. Grade level supplies 1750. Hospitality 341

Raw XML Appendix178 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/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode078681
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARISSA HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN SHINGLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE OLESEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANGELA BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DENISE SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LILLY FOWLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd VP of Programs & Services
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Parliamentarian
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033815
IRS990EZ/OtherRevenueTotalAmt01923
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent/teacher association
IRS990EZ/PrintingPublicationsPostageAmt0166
IRS990EZ/ProgramServiceRevenueAmt05799
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported the educational process by providing cultural arts, afterschool programs, donation to classroom parties, environmental/recycling, field trips, field day, 5th grade graduation, WatchDOG program, spelling bee, science fair, reflections.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide special events such as Back to School night, several family nights through the year, talent show, to promote parent, teacher, & student involvement.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25888
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt020481
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt034931
IRS990EZ/TotalProgramServiceExpensesAmt029117
IRS990EZ/TotalRevenueAmt024370
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://chandleroakspta.my-pta.org/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02908
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016118
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0211431
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053042
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05087
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0227549
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023955
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023955
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Cheetah Walk
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Spring Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018229
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05726
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01019
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line Number: Part III Line 28 - math pentathlon, - all listed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1programs benefited the school and the community.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOX TOPS & LABELS 1866. ENVIRONMENT/RECYCLING PROGRAM 35. INTEREST 18. BAD CHECK RECOVERY 3. ROUNDING 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATION DONATION STONEY POINT PROJECT GRADUATION DISTRICT COUNCIL MEMBER 100. DONATION DONATION SPRINKLE OF FAIRY DUST (RRISD COUNCIL OF PTAS) DISTRICT COUNCIL MEMBER 50. DONATION DONATION ROUND ROCK OPPORTUNITY CENTER MEMBER 100. DONATION DONATION ROUND ROCK COUNCIL DISTRICT COUNCIL MEMBER 100. DONATION DONATION NOEL GRISHAM SCHOLARSHIP FUND DISTRICT COUNCIL MEMBER 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE SUPPLIES 279. BANK CHECK FEES 9. BANK SUPPLIES 32. BONDING & LIABILITY INSURANCE 555. FLO TRAINING 38. DISTRICT COUNCIL DUES 75. HISTORIAN 28. STORAGE FACILITY 600. BOX TOPS & SOUP LABELS 100. COUNCIL LUNCHEONS 240. SUMMER LEADERSHIP CONFERENCE 2461. AFTER SCHOOL PROGRAMS 2110. BACK TO SCHOOL NIGHT 110. CLASSROOM PARTY FUND 4441. CULTURAL ARTS 2500. FAMILY NIGHTS 930. FIELD DAY 750. FIELD TRIPS 3600. FIFTH GRADE GRADUATION & TSHIRTS 2767. GRADE LEVEL SUPPLIES 1750. HOSPITALITY 341
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK LUNDIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05127040400
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA Texas Congress Chandler Oaks PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0272340410
ReturnHeader/Filer/PhoneNum05127040400
ReturnHeader/Filer/USAddress/AddressLine103800 Stone Oak Drive
ReturnHeader/Filer/USAddress/City0Round Rock
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Angela Washburn CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101918 Leander Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GEORGETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode078628
ReturnHeader/PreparerPersonGrp/PhoneNum05122716881
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA WASHBURN
ReturnHeader/ReturnTs02014-11-17T07:57:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$40.2$2.18$38.0$64.3$60.6$3.69
2024Detailed filing. Detailed filing data is available for this year.$40.2$5.81$34.3$56.7$56.1$0.55
2023Detailed filing. Detailed filing data is available for this year.$33.8$4.54$29.3$60.3$63.7$3.38
2022Detailed filing. Detailed filing data is available for this year.$32.9$0.24$32.7$57.5$57.8$0.27
2020Detailed filing. Detailed filing data is available for this year.$42.1$2.01$40.1$46.1$34.2$11.9
2019Detailed filing. Detailed filing data is available for this year.$27.6$0.75$26.9$35.6$33.3$2.31
2018Detailed filing. Detailed filing data is available for this year.$25.4$0.80$24.6$34.2$24.9$9.32
2017Detailed filing. Detailed filing data is available for this year.$15.3$15.3$24.9$22.0$2.88
2016Detailed filing. Detailed filing data is available for this year.$13.8$13.8$34.3$26.4$7.89
2014Detailed filing. Detailed filing data is available for this year.$13.6$13.6$24.4$34.9$10.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$24.2$27.8$25.1$2.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$0.00$21.5$37.7$26.3$11.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.00$10.1$33.8$27.3$6.51