Civic Intelligence

Roan Forest Elementary PTA

990EZ • Fiscal year 2020 • EIN 41-2038647

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 02, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-31%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$38,341

Up $4,241 (+12%) from 2019

Net Assets

$38,341

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin66th percentile

Revenue

Down

$25,181

Down $11,240 (-31%) from 2019

Expenses

Down

$20,940

Down $7,026 (-25%) from 2019

Net Income

Down

$4,241

Down $4,214 (-50%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2020

Assets$38,341
Liabilities$0
Net Assets$38,341
Open 2020 Filing

Operations Trend

Revenue Growth35th 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

2020

Revenue$25,181
Expenses$20,940
Net Income$4,241
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 2, 2020
Return Version
2019v5.0
Gross Receipts
$39,235
Mission and Program Overview

Mission

Student advocacy through education and parental 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 field trips, technology items, campus improvements, clubs, art support, music support and staff lunches.$0$13,965
To enhance students' education by providing programs not offered in the regular curriculum. These expenses included Bike Rodeo, PVSA, WatchDOGS, Hospitality and Summer Baskets for Needy Families.$0$4,883
To provide relevant resources and assistance to families in our school and community. The expenses included the cost of operating website, informational flyers and other materials provided to keep families informed.$0$2,092
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Debbie WeissmullerPresidentPT$0--
Susan Kuo1st VP Aide And AdvocacyPT$0--
Sarah Garza3rd VP VolunteersPT$0--
Jennifer TaylorTreasurerPT$0--
Emily MayesSecretaryPT$0--
Avery Elias2nd VP ProgramsPT$0--
Chris SpeciaPrincipalPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Debbie Weissmuller
Title
President
Phone
2108757147
Signed
2020-07-02
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Bank Interest”

Form 990-EZ, Part I, Line 16

“Administration, Programs and School Costs”

Raw XML Appendix191 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/PersonNm0Jennifer Taylor
IRS990EZ/BooksInCareOfDetail/PhoneNum02108616109
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022710 Roan Park
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078259
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034100
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IRS990EZ/ContributionsGiftsGrantsEtcAmt017479
IRS990EZ/CostOfGoodsSoldAmt012056
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt04241
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt03379
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IRS990EZ/GrossSalesOfInventoryAmt015435
IRS990EZ/GroupExemptionNum01889
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IRS990EZ/MembershipDuesAmt0920
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034100
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Debbie Weissmuller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Susan Kuo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Garza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Emily Mayes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Avery Elias
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Chris Specia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP Aide and Advocacy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23rd VP Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt52nd VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Principal
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018857
IRS990EZ/OtherRevenueTotalAmt017
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Student advocacy through education and parental involvement
IRS990EZ/PrintingPublicationsPostageAmt01933
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To support the parents and teachers in improving the educational environment and overall well-being of every child. These expenses included field trips, technology items, campus improvements, clubs, art support, music support and staff lunches.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To provide relevant resources and assistance to families in our school and community. The expenses included the cost of operating 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 Bike Rodeo, PVSA, WatchDOGS, Hospitality and Summer Baskets for Needy Families.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013965
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12092
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24883
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01998
IRS990EZ/SpecialEventsNetIncomeLossAmt03386
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020940
IRS990EZ/TotalProgramServiceExpensesAmt020940
IRS990EZ/TotalRevenueAmt025181
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.roanforestpta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt088134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029083
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037332
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt037612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0163354
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0251488
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053905
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054114
IRS990ScheduleA/Total509Grp/TotalAmt0251488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt054114
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0251488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Interest
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administration, Programs and School Costs
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Debbie Weissmuller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02108757147
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Roan Forest Elementary
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/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.243.20.21
ReturnHeader/ReturnTs02020-08-02T15:54:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,341
Liabilities
$0
Net assets
$38,341
Revenue
$25,181
Expenses
$20,940
Net income
$4,241
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits