Civic Intelligence

PTA Texas Congress

EIN 45-2038107 • 501(c)3 • Roanoke, TX

Profile

Lakeview elementary pta provides high quality educational programs and makes additional resources available to teachers at lakeview elementary school by supplementing the curriculum with enrichment programs and materials not otherwise provided by the school district. Lakeview elementary pta also strives to make every child's protential a reality by engaging and empowering families and the community to advocate for and support the children in our school.

PO Box 845Roanoke, TX 76262

www.lakeviewpta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

35th percentile

-6.0%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-15%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-1.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$52,562

Down $8,945 (-15%) from 2024

Liabilities

Down

$11,332

Down $3,228 (-22%) from 2024

Net Assets

Down

$41,230

Down $5,717 (-12%) from 2024

Revenue

Down

$95,576

Down $1,498 (-1.5%) from 2024

Expenses

Up

$101,293

Up $26,103 (+35%) from 2024

Net Income

Down

-$5,717

Down $27,601 (-126%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $24,001Liabilities 2012: $02012Assets 2013: $12,049Liabilities 2013: $02013Assets 2014: $25,647Liabilities 2014: $02014Assets 2015: $19,882Liabilities 2015: $02015Assets 2016: $10,287Liabilities 2016: $4,7332016Assets 2017: $23,075Liabilities 2017: $1262017Assets 2018: $18,857Liabilities 2018: $2092018Assets 2019: $35,402Liabilities 2019: $9,5192019Assets 2020: $59,536Liabilities 2020: $23,7572020Assets 2021: $34,166Liabilities 2021: $17,760Net Assets 2021: $16,4062021Assets 2022: $37,093Liabilities 2022: $16,681Net Assets 2022: $20,4122022Assets 2023: $44,742Liabilities 2023: $19,679Net Assets 2023: $25,0632023Assets 2024: $61,507Liabilities 2024: $14,560Net Assets 2024: $46,9472024Assets 2025: $52,562Liabilities 2025: $11,332Net Assets 2025: $41,2302025

Highlighted filing

2025

Assets$52,562
Liabilities$11,332
Net Assets$41,230

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $44,958Expenses 2012: $31,249Net Income 2012: $13,7092012Revenue 2013: $40,324Expenses 2013: $54,909Net Income 2013: -$14,5852013Revenue 2014: $63,248Expenses 2014: $57,129Net Income 2014: $6,1192014Revenue 2015: $74,948Expenses 2015: $80,713Net Income 2015: -$5,7652015Revenue 2016: $77,252Expenses 2016: $85,287Net Income 2016: -$8,0352016Revenue 2017: $86,956Expenses 2017: $74,216Net Income 2017: $12,7402017Revenue 2018: $90,798Expenses 2018: $95,099Net Income 2018: -$4,3012018Revenue 2019: $88,885Expenses 2019: $81,650Net Income 2019: $7,2352019Revenue 2020: $79,541Expenses 2020: $69,645Net Income 2020: $9,8962020Revenue 2021: $30,725Expenses 2021: $50,047Net Income 2021: -$19,3222021Revenue 2022: $91,979Expenses 2022: $87,973Net Income 2022: $4,0062022Revenue 2023: $100,773Expenses 2023: $96,122Net Income 2023: $4,6512023Revenue 2024: $97,074Expenses 2024: $75,190Net Income 2024: $21,8842024Revenue 2025: $95,576Expenses 2025: $101,293Net Income 2025: -$5,7172025

Highlighted filing

2025

Revenue$95,576
Expenses$101,293
Net Income-$5,717

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.11$0.41$0.96$1.01$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.15$0.47$0.97$0.75$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.20$0.25$1.01$0.96$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.17$0.20$0.92$0.88$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.18$0.16$0.31$0.50$0.19
2020Summary only. Only limited summary data is available for this year.$0.60$0.24$0.80$0.70$0.10
2019Summary only. Only limited summary data is available for this year.$0.35$0.10$0.89$0.82$0.07
2018Summary only. Only limited summary data is available for this year.$0.19$0.00$0.91$0.95$0.04
2017Summary only. Only limited summary data is available for this year.$0.23$0.00$0.87$0.74$0.13
2016Summary only. Only limited summary data is available for this year.$0.10$0.05$0.77$0.85$0.08
2015Summary only. Only limited summary data is available for this year.$0.20$0.00$0.75$0.81$0.06
2014Summary only. Only limited summary data is available for this year.$0.26$0.00$0.63$0.57$0.06
2013Summary only. Only limited summary data is available for this year.$0.12$0.00$0.40$0.55$0.15
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.45$0.31$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 29, 2025
Return Version
2024v5.0
Gross Receipts
$125,616
Mission and Program Overview

Mission

Lakeview elementary pta provides high quality educational programs and makes additional resources available to teachers at lakeview elementary school by supplementing the curriculum with enrichment programs and materials not otherwise provided by the school district. Lakeview elementary pta also strives to make every child's protential a reality by engaging and empowering families and the community to advocate for and support the children in our school.

Program Services

DescriptionGrantsExpenses
We provided the following activities for our students, teachers and families for the 2023-2024 school year: Back to School Bash, approximately 200 students in attendance; Bobcat Family Fun Night approximately 500 students, teachers, staff and families in attendance; Bobcat Dash Obstacle Course and pep rallies that all of our students got to participate in during school; students participating in art projects for Reflections; Trunk or Treat and Spooky Hunt, scavenger hunt with approximately 200 students participating; Science Night and Assembly, all students participated during school hours; Holiday Shoppe, students get to budget and buy for families and friends all students participated; Multicultural, 100 students participated in cultural exhibits and a performance; Camp Read A Lot, exploration of different genres of books and fostering a love for reading all students participated in this; Boys Night Out, approx 200 boys and moms attended a night of fun with nerf, games, and karate; Sweet Hearts Dance, approx 200 girls and dads attended a night of dance, bracelet making, and snakes; Field Day activities and assembly; End of Year Pool Party, approximately 350 students and families in attendance. We also provided grants for teachers to help with the classrooms, innovation grants that teachers applied for to get tools for their grade levels to help further our students learning and education. Music grant to allow for strumsticks and additional music play subscription. Library grant to expand the poetry section in the library. Grade Level T-shirts for students, faculty and staff. Reflections Art program to help foster a love of the arts. Digital Subscriptions including Generation Genius, Progress learning, No Red Ink, Pebble Go, Vocab A-Z.$57,827$30,726
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenna DonaldsonPresidentPT$0--
Ashley Stokes1st VP - Membership-$0--
Shannon Fallon2nd VP - ProgramsPT$0--
Heather Giannino3rd VP - FundraisingPT$0--
Julie ShedlockTreasurerPT$0--
Hilary HolcombSecretary-$0--
Hilary Peele2nd VP Of ProgramsPT$0--
Jennifer VickersShacPT$0--
Lauren WoodmanseeHistorianPT$0--
Melinda WebbPaliamentarianPT$0--
Mary Emily BoedekerHospitalityPT$0--
Carrie KuhnBobcat Dash And Community Partner ChairPT$0--
Alicia NavarreCommunicationsPT$0--
Melissa BunkeVolunteer And Grade Level CoordinatorPT$0--
Carrie KuhnCouncil DelegatePT$0--
Shannan DuncanArts And EducationPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bobcat Dash$46,173$46,173$3,295$42,878
Total Events$46,173$46,173$8,753$37,420
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
45-2038107
Phone
8172392602
Address
PO BOX 845, ROANOKE, TX 76262

Signing Officer

Name
Jenna Donaldson
Title
President
Phone
8172392602
Signed
2025-08-29
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Council Dues;100|Insurance Premiums;495|Leadership Training;144|Supplies;50|Bank Fees;3729|Checks Copies stamps supplies for treasurer;296|Filing Fee;41|Software Membership Toolkit;850^Total;5705^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^Member Credits;59|Member Dues National and State;30|Donations to Lakeview Digital Subscriptions;408|Donations to Lakeview Gaga Pit Repairs;1229|Donation to Lakeview Grade Level Tshirts;4550|Science Program Liability;1425|Family Gift Liability;31|House Shirts;3600^Total;11332^

Form 990-EZ, Part III, Line (28-31)

Lakeview Elementary PTA provides high quality educational programs and makes additional resources available to teachers at Lakeview Elementary School by supplementing the curriculum with enrichment programs and materials not otherwise provided by the school district. Lakeview Elementary PTA also strives to make every child's potential a reality by engaging and empowering families and the community to advocate for and support the children in our school. First Program Service Accomplishments Description 450 students, teachers, staff and families in attendance: Bobcat Dash and pep rallies for all our students to participate in Art Night-students and community leaders participating in art projects for Reflections, Science Night and Assembly all students participate during school hours, Holiday Shoppe students get to budget and buy for families and friends, Multicultural Night - students participated in cultural exhibits and saw a performance, Camp Read A Lot students explored different genres of books and fostered a love for reading, Boys Night Out - 200 boys and moms attended a night of fun with snakes karate and games, Sweethearts - 200 girls and dads attend a night of dance games, and snakes, Field Day, outdoor activities and games with a BMX assembly, End of Year Pool Party, students and families celebrate the school year at the water park. Grade Level Tshirts and House tshirts create unity and digital subscriptions help students learn at their level

Raw XML Appendix330 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/PhoneNum05082746822
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROANOKE
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076262
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jenna Donaldson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ashley Stokes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shannon Fallon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heather Giannino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Julie Shedlock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Hilary Holcomb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Hilary Peele
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jennifer Vickers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Lauren Woodmansee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Melinda Webb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Mary Emily Boedeker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Carrie Kuhn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Alicia Navarre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Melissa Bunke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Carrie Kuhn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Shannan Duncan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP - PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VP - FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt62nd VP of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SHAC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PALIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOBCAT DASH AND COMMUNITY PARTNER CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VOLUNTEER AND GRADE LEVEL COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Council Delegate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Arts and Education
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0LAKEVIEW ELEMENTARY PTA PROVIDES HIGH QUALITY EDUCATIONAL PROGRAMS AND MAKES ADDITIONAL RESOURCES AVAILABLE TO TEACHERS AT LAKEVIEW ELEMENTARY SCHOOL BY SUPPLEMENTING THE CURRICULUM WITH ENRICHMENT PROGRAMS AND MATERIALS NOT OTHERWISE PROVIDED BY THE SCHOOL DISTRICT. LAKEVIEW ELEMENTARY PTA ALSO STRIVES TO MAKE EVERY CHILD'S PROTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND THE COMMUNITY TO ADVOCATE FOR AND SUPPORT THE CHILDREN IN OUR SCHOOL.
IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We provided the following activities for our students, teachers and families for the 2023-2024 school year: Back to School Bash, approximately 200 students in attendance; Bobcat Family Fun Night approximately 500 students, teachers, staff and families in attendance; Bobcat Dash Obstacle Course and pep rallies that all of our students got to participate in during school; students participating in art projects for Reflections; Trunk or Treat and Spooky Hunt, scavenger hunt with approximately 200 students participating; Science Night and Assembly, all students participated during school hours; Holiday Shoppe, students get to budget and buy for families and friends all students participated; Multicultural, 100 students participated in cultural exhibits and a performance; Camp Read A Lot, exploration of different genres of books and fostering a love for reading all students participated in this; Boys Night Out, approx 200 boys and moms attended a night of fun with nerf, games, and karate; Sweet Hearts Dance, approx 200 girls and dads attended a night of dance, bracelet making, and snakes; Field Day activities and assembly; End of Year Pool Party, approximately 350 students and families in attendance. We also provided grants for teachers to help with the classrooms, innovation grants that teachers applied for to get tools for their grade levels to help further our students learning and education. Music grant to allow for strumsticks and additional music play subscription. Library grant to expand the poetry section in the library. Grade Level T-shirts for students, faculty and staff. Reflections Art program to help foster a love of the arts. Digital Subscriptions including Generation Genius, Progress learning, No Red Ink, Pebble Go, Vocab A-Z.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Council Dues;100|Insurance Premiums;495|Leadership Training;144|Supplies;50|Bank Fees;3729|Checks Copies stamps supplies for treasurer;296|Filing Fee;41|Software Membership Toolkit;850^Total;5705^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^Member Credits;59|Member Dues National and State;30|Donations to Lakeview Digital Subscriptions;408|Donations to Lakeview Gaga Pit Repairs;1229|Donation to Lakeview Grade Level Tshirts;4550|Science Program Liability;1425|Family Gift Liability;31|House Shirts;3600^Total;11332^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Lakeview Elementary PTA provides high quality educational programs and makes additional resources available to teachers at Lakeview Elementary School by supplementing the curriculum with enrichment programs and materials not otherwise provided by the school district. Lakeview Elementary PTA also strives to make every child's potential a reality by engaging and empowering families and the community to advocate for and support the children in our school. First Program Service Accomplishments Description 450 students, teachers, staff and families in attendance: Bobcat Dash and pep rallies for all our students to participate in Art Night-students and community leaders participating in art projects for Reflections, Science Night and Assembly all students participate during school hours, Holiday Shoppe students get to budget and buy for families and friends, Multicultural Night - students participated in cultural exhibits and saw a performance, Camp Read A Lot students explored different genres of books and fostered a love for reading, Boys Night Out - 200 boys and moms attended a night of fun with snakes karate and games, Sweethearts - 200 girls and dads attend a night of dance games, and snakes, Field Day, outdoor activities and games with a BMX assembly, End of Year Pool Party, students and families celebrate the school year at the water park. Grade Level Tshirts and House tshirts create unity and digital subscriptions help students learn at their level
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Line (28-31)
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jenna Donaldson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08172392602
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0452038107
ReturnHeader/Filer/PhoneNum08172392602
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 845
ReturnHeader/Filer/USAddress/CityNm0ROANOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076262
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-08-29T19:51:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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