Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2020 • EIN 45-2457748

Jul 01, 2019 to Jun 30, 2020 • Filed on Jul 15, 2020

12260 Rockwall MillSan Antonio, TX 78253

(210) 398-1500

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

89th percentile

53%

Higher net margin than 89% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$48,582

No earlier filing loaded for comparison.

Net Assets

$48,582

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$52,940

No earlier filing loaded for comparison.

Expenses

$25,096

No earlier filing loaded for comparison.

Net Income

$27,844

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2020: $48,582Net Assets 2020: $48,5822020Assets 2021: $22,679Net Assets 2021: $22,6792021Assets 2022: $31,614Net Assets 2022: $31,6142022Assets 2023: $66,206Net Assets 2023: $66,2062023Assets 2024: $44,184Liabilities 2024: $02024Assets 2025: $42,100Net Assets 2025: $42,1002025

Highlighted filing

2020

Assets$48,582
Liabilities-
Net Assets$48,582

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2020: $52,940Expenses 2020: $25,096Net Income 2020: $27,8442020Revenue 2021: $36,065Expenses 2021: $61,968Net Income 2021: -$25,9032021Revenue 2022: $61,443Expenses 2022: $52,508Net Income 2022: $8,9352022Revenue 2023: $109,573Expenses 2023: $74,981Net Income 2023: $34,5922023Revenue 2024: $46,365Expenses 2024: $68,387Net Income 2024: -$22,0222024Revenue 2025: $50,333Expenses 2025: $52,417Net Income 2025: -$2,0842025

Highlighted filing

2020

Revenue$52,940
Expenses$25,096
Net Income$27,844
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 15, 2020
Return Version
2019v5.1
Gross Receipts
$96,345
Mission and Program Overview

Mission

To work closely with the teachers, administrators, students and families of judge andy mireles elementary to determine and meet the needs of teachers

To work closely with the teachers, administrators, students and families of judge andy mireles elementary to determine and meet the needs of teachers and students at the school.

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDING FOR ENRICHMENT PROGRAMS$0$12,389
SEE ATTACHED SCHEDULE$0$5,073
PROVIDED FUNDING FOR 5TH GRADE PROMOTION PROGRAM$0$3,672
PROVIDED FUNDING FOR TEACHER APPRECIATION PROGRAMS$0$3,070
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON STROMBERGPresident-$0--
LAUREN PURDY1st VP-$0--
LORI STROMBERG2nd VP-$0--
MELISSA MONTGOMERYTreasurer-$0--
SARAH FOGLESecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fundraiser$76,058$76,058$40,049$36,009
Fall Fundraiser$14,730$14,730$3,356$11,374
Total Events$90,788$90,788$43,405$47,383
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
45-2457748
Phone
2103981500
Address
12260 ROCKWALL MILL, SAN ANTONIO, TX 78253

Signing Officer

Name
Melissa Montgomery
Title
Treasurer
Phone
2103981500
Signed
2020-07-15

Preparer

Firm
Johnson & Creekmore PLLC
Address
2611 HWY 35 N, ROCKPORT, TX 78382
Preparer
Nicholas Johnson
Phone
3617299707
Supplemental Narrative

Additional Explanations

Pt III, Line 31

This is the total expense for other smaller misc. Programs that the pta funded. This includes dances, community projects, field days, and other programs.

Form 990EZ, Part I, Line 16

PROGRAM SERVICES 24204.

Form 990EZ, Part I, Line 16

INSURANCE 465.

Form 990EZ, Part I, Line 16

DUES & SUBSCRIPTIONS 75.

Form 990EZ, Part I, Line 16

SUPPLIES 44.

Form 990EZ, Part I, Line 16

Training/conference fees 150.

Form 990EZ, Part I, Line 16

BANK/CARD FEES 158.

Raw XML Appendix192 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MELISSA MONTGOMERY
IRS990EZ/BooksInCareOfDetail/PhoneNum02109635551
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012260 ROCKWALL MILL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078253
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020738
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048582
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0935
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027844
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020738
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048582
IRS990EZ/FundraisingGrossIncomeAmt090788
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt096345
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01700
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020738
IRS990EZ/NetAssetsOrFundBalancesEOYAmt048582
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020738
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048582
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON STROMBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN PURDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI STROMBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH FOGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt025096
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO WORK CLOSELY WITH THE TEACHERS, ADMINISTRATORS, STUDENTS AND FAMILIES OF JUDGE ANDY MIRELES ELEMENTARY TO DETERMINE AND MEET THE NEEDS OF TEACHERS AND STUDENTS AT THE SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt02904
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDING FOR ENRICHMENT PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FUNDING FOR 5TH GRADE PROMOTION PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED FUNDING FOR TEACHER APPRECIATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SEE ATTACHED SCHEDULE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012389
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13672
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23070
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt35073
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043405
IRS990EZ/SpecialEventsNetIncomeLossAmt047383
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025096
IRS990EZ/TotalProgramServiceExpensesAmt024204
IRS990EZ/TotalRevenueAmt052940
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0239371
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0239371
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016543
IRS990ScheduleA/Total509Grp/TotalAmt0239371
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0239371
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043405
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt076058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt090788
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014730
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt076058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt090788
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047383
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043405
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03356
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt040049
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS IS THE TOTAL EXPENSE FOR OTHER SMALLER MISC. PROGRAMS THAT THE PTA FUNDED. THIS INCLUDES DANCES, COMMUNITY PROJECTS, FIELD DAYS, AND OTHER PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM SERVICES 24204.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & SUBSCRIPTIONS 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 44.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAINING/CONFERENCE FEES 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK/CARD FEES 158.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02103981500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0452457748
ReturnHeader/Filer/PhoneNum02103981500
ReturnHeader/Filer/USAddress/AddressLine1Txt012260 ROCKWALL MILL
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078253
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01C61BB07B08C9F0BD8ACE5977181A762CD28E2C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01C61BB07B08C9F0BD8ACE5977181A762CD28E2C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.234.137.81
ReturnHeader/FilingSecurityInformation/IPDt02020-07-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:55:08
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Johnson & Creekmore PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02611 HWY 35 N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078382
ReturnHeader/PreparerPersonGrp/PhoneNum03617299707
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas Johnson
ReturnHeader/ReturnTs02020-07-20T08:56:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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