Civic Intelligence

Roan Forest Elementary PTA

990EZ • Fiscal year 2015 • EIN 41-2038647

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization Profilewww.roanforestpta.org

Refreshing map…

22710 Roan ParkSan Antonio, TX 78259

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

42nd percentile

0.4%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

49th percentile

1.0%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$19,591

Up $188 (+1.0%) from 2014

Net Assets

Up

$19,591

Up $188 (+1.0%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Down

$50,346

Down $9,511 (-16%) from 2014

Expenses

Up

$50,158

Up $393 (+0.8%) from 2014

Net Income

Down

$188

Down $9,904 (-98%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2015

Assets$19,591
Liabilities-
Net Assets$19,591
Open 2015 Filing

Operations Trend

Revenue Growth27th 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

2015

Revenue$50,346
Expenses$50,158
Net Income$188
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$67,459
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.$34,109-
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.$4,306-
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.$1,365-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin AndersonPresidentPT$0--
Gina AbramsFirst VP FundraPT$0--
Leyla Dominguez3rd VP VolunteePT$0--
Deanna MazzoccoTreasurerPT$0--
Andi WeaverSecretaryPT$0--
Martha StaufertPrincipalPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$19,685$19,685$1,349$18,336
Carnival$16,377$16,377$7,511$8,866
Total Events$42,224$42,224$8,860$33,364
Filing and Contact Details

Filer

Filer Name
PTA Texas Congress Roan Forest
EIN
41-2038647
Phone
2104076800
Address
22710 Roan Park, San Antonio, TX 78259

Signing Officer

Name
Kevin Anderson
Title
President
Signed
2015-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Kelley Catterson & Co
Address
2161 NW Military Hwy 205, San Antonio, TX 78213
Preparer
Vanna Catterson
Phone
2103445651
Supplemental Narrative

Additional Explanations

Other Revenue.1

“$21”

Other Expenses.1

“$45724”

Raw XML Appendix183 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/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kevin Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gina Abrams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leyla Dominguez
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Martha Staufert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1First VP Fundra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23rd VP Voluntee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Principal
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045724
IRS990EZ/OtherRevenueTotalAmt021
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student advocacy through education and parent involvement
IRS990EZ/PrintingPublicationsPostageAmt01434
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/GrantsAndAllocationsAmt034109
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14306
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21365
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08860
IRS990EZ/SpecialEventsNetIncomeLossAmt033364
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050158
IRS990EZ/TotalProgramServiceExpensesAmt039780
IRS990EZ/TotalRevenueAmt050346
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.roanforestpta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014968
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016303
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0102210
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0184655
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0286865
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019685
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07511
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$45724
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Anderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress Roan Forest
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0412038647
ReturnHeader/Filer/PhoneNum02104076800
ReturnHeader/Filer/USAddress/AddressLine1Txt022710 Roan Park
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kelley Catterson & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02161 NW Military Hwy 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078213
ReturnHeader/PreparerPersonGrp/PhoneNum02103445651
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VANNA CATTERSON
ReturnHeader/ReturnTs02015-11-12T10:34:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,591
Liabilities
-
Net assets
$19,591
Revenue
$50,346
Expenses
$50,158
Net income
$188
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