Civic Intelligence

Roan Forest Elementary PTA

990EZ • Fiscal year 2014 • EIN 41-2038647

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 27, 2014

Organization Profilewww.roanforestpta.org
22710 Roan Park78259

(210) 407-6800

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

73rd percentile

17%

Higher net margin than 73% 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

91st percentile

108%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$19,403

Up $10,092 (+108%) from 2013

Net Assets

$19,403

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$59,857

Up $22,328 (+59%) from 2013

Expenses

Up

$49,765

Up $13,219 (+36%) from 2013

Net Income

Up

$10,092

Up $9,109 (+927%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$40K$30K$20K$10K$0Assets 2011: $6,518Liabilities 2011: $02011Assets 2013: $9,311Liabilities 2013: $02013Assets 2014: $19,403Net Assets 2014: $19,4032014Assets 2015: $19,591Net Assets 2015: $19,5912015Assets 2016: $23,540Liabilities 2016: $02016Assets 2017: $28,780Liabilities 2017: $02017Assets 2018: $25,645Liabilities 2018: $02018Assets 2019: $34,100Liabilities 2019: $02019Assets 2020: $38,341Liabilities 2020: $0Net Assets 2020: $38,3412020Assets 2024: $21,662Liabilities 2024: $0Net Assets 2024: $21,6622024Assets 2025: $22,910Liabilities 2025: $0Net Assets 2025: $22,9102025

Highlighted filing

2014

Assets$19,403
Liabilities-
Net Assets$19,403
Open 2014 Filing

Operations Trend

Revenue Growth88th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $39,695Expenses 2011: $42,262Net Income 2011: -$2,5672011Revenue 2013: $37,529Expenses 2013: $36,546Net Income 2013: $9832013Revenue 2014: $59,857Expenses 2014: $49,765Net Income 2014: $10,0922014Revenue 2015: $50,346Expenses 2015: $50,158Net Income 2015: $1882015Revenue 2016: $31,406Expenses 2016: $27,458Net Income 2016: $3,9482016Revenue 2017: $35,689Expenses 2017: $30,448Net Income 2017: $5,2412017Revenue 2018: $29,683Expenses 2018: $32,818Net Income 2018: -$3,1352018Revenue 2019: $36,421Expenses 2019: $27,966Net Income 2019: $8,4552019Revenue 2020: $25,181Expenses 2020: $20,940Net Income 2020: $4,2412020Revenue 2024: $32,823Expenses 2024: $32,749Net Income 2024: $742024Revenue 2025: $27,581Expenses 2025: $26,333Net Income 2025: $1,2482025

Highlighted filing

2014

Revenue$59,857
Expenses$49,765
Net Income$10,092
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 27, 2014
Return Version
2013v3.1
Gross Receipts
$75,353
Mission and Program Overview

Mission

Student advocacy through education and parental involvement

Student advocacy through education and parent involvement

Program Services

DescriptionGrantsExpenses
To support the parents and teachers in improving the educational environment and overall well-being of every child. These expenses included classroom tools, field trips, technology items, staff lunches and leadership education.$32,223-
To enhance students' education by providing programs not offered in the regular curriculum. These expenses included WatchDOGS program activities, Grandparents Day, enrichment support, physical education activities, guest speakers and bike rodeo.$7,566-
To provide relevant resources and assistance to families in our school and community. The expenses included the cost of operating the website, informational flyers, and other materials provided to keep families informed.$1,436-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vivian EdensPresidentPT$0--
Leyla Dominguez3rd VP ProgramsPT$0--
Tracy Hennigan4th VP VolunteePT$0--
Deanna MazzoccoTreasurerPT$0--
Natarsha RoseInterim SecretaPT$0--
Martha StaufertPrincipalPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$19,794$19,794$6,520$13,274
Event 2$13,603$13,603$444$13,159
Total Events$40,008$40,008$6,964$33,044
Filing and Contact Details

Filer

EIN
41-2038647
Phone
2104076800

Signing Officer

Name
Kevin Anderson
Title
President
Signed
2014-10-27
Discuss with paid preparer
Yes

Preparer

Preparer
Vanna Catterson
Phone
2103445651
Supplemental Narrative

Additional Explanations

Other Revenue.1

“$957”

Other Expenses.1

“$39262”

Raw XML Appendix182 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/BooksInCareOfDetail/PhoneNum02104076800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1022710 Roan Park
IRS990EZ/BooksInCareOfDetail/USAddress/City0San Antonio
IRS990EZ/BooksInCareOfDetail/USAddress/State0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode078259
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09311
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016889
IRS990EZ/CostOfGoodsSoldAmt08532
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt016728
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vivian Edens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Leyla Dominguez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tracy Hennigan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Deanna Mazzocco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Natarsha Rose
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Martha Staufert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13rd VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt24th VP Voluntee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Interim Secreta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Principal
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt039262
IRS990EZ/OtherRevenueTotalAmt0957
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student advocacy through education and parent involvement
IRS990EZ/PrintingPublicationsPostageAmt01642
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To support the parents and teachers in improving the educational environment and overall well-being of every child. These expenses included classroom tools, field trips, technology items, staff lunches and leadership education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To provide relevant resources and assistance to families in our school and community. The expenses included the cost of operating the website, informational flyers, and other materials provided to keep families informed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2To enhance students' education by providing programs not offered in the regular curriculum. These expenses included WatchDOGS program activities, Grandparents Day, enrichment support, physical education activities, guest speakers and bike rodeo.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt032223
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11436
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27566
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06964
IRS990EZ/SpecialEventsNetIncomeLossAmt033044
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049765
IRS990EZ/TotalProgramServiceExpensesAmt041225
IRS990EZ/TotalRevenueAmt059857
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.roanforestpta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016303
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt095116
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043133
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt036975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt030677
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0189457
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0284573
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047223
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt065167
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0284573
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06964
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06611
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019794
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt06611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040008
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033044
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06964
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06520
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0444
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$39262
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Anderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA Texas Congress Roan Forest
ReturnHeader/Filer/BusinessName/BusinessNameLine20Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0412038647
ReturnHeader/Filer/PhoneNum02104076800
ReturnHeader/Filer/USAddress/AddressLine1022710 Roan Park
ReturnHeader/Filer/USAddress/City0San Antonio
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Kelley Catterson & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102161 NW Military Hwy 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode078213
ReturnHeader/PreparerPersonGrp/PhoneNum02103445651
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VANNA CATTERSON
ReturnHeader/ReturnTs02014-10-29T14:35:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,403
Liabilities
-
Net assets
$19,403
Revenue
$59,857
Expenses
$49,765
Net income
$10,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$27.6$26.3$1.25
2024Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$32.8$32.7$0.07
2020Detailed filing. Detailed filing data is available for this year.$38.3$0.00$38.3$25.2$20.9$4.24
2019Summary only. Only limited summary data is available for this year.$34.1$0.00$36.4$28.0$8.46
2018Summary only. Only limited summary data is available for this year.$25.6$0.00$29.7$32.8$3.14
2017Summary only. Only limited summary data is available for this year.$28.8$0.00$35.7$30.4$5.24
2016Summary only. Only limited summary data is available for this year.$23.5$0.00$31.4$27.5$3.95
2015Detailed filing. Detailed filing data is available for this year.$19.6$19.6$50.3$50.2$0.19
2014Detailed filing. Detailed filing data is available for this year.$19.4$19.4$59.9$49.8$10.1
2013Summary only. Only limited summary data is available for this year.$9.31$0.00$37.5$36.5$0.98
2011Summary only. Only limited summary data is available for this year.$6.52$0.00$39.7$42.3$2.57