Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2021 • EIN 45-2457748

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 13, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

9th percentile

-72%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-53%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-32%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$22,679

Down $25,903 (-53%) from 2020

Net Assets

Down

$22,679

Down $25,903 (-53%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$36,065

Down $16,875 (-32%) from 2020

Expenses

Up

$61,968

Up $36,872 (+147%) from 2020

Net Income

Down

-$25,903

Down $53,747 (-193%) from 2020

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

2021

Assets$22,679
Liabilities-
Net Assets$22,679

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

2021

Revenue$36,065
Expenses$61,968
Net Income-$25,903
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 13, 2021
Return Version
2020v4.1
Gross Receipts
$64,682
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

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDING FOR A NEW PLARGROUND$0$50,000
THIS IS THE TOTAL EXPENSE FOR OTHER SMALLER MISC. PROGRAMS THAT THE PTA FUNDED. THIS INCLUDES DANCES, COMMUNITY PROJECTS, FIELD DAYS, AND OTHER PROGRAMS.$0$4,170
PROVIDED FUNDING FOR 5TH GRADE PROMOTION PROGRAM$0$3,604
PROVIDED FUNDING FOR TEACHER APPRECIATION PROGRAMS$0$3,248
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON STROMBERGPresident-$0--
LAUREN PURDY1st VP-$0--
LORI STROMBERG2nd VP-$0--
LOISELLE TEJEDA3rd VP-$0--
MELISSA MONTGOMERYTreasurer-$0--
AMBER GRAYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Fun Run$61,306$61,306$28,617$32,689
Total Events$61,306$61,306$28,617$32,689
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
2021-07-13

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 61022.

Form 990EZ, Part I, Line 16

INSURANCE 465.

Form 990EZ, Part I, Line 16

DUES & SUBSCRIPTIONS 75.

Form 990EZ, Part I, Line 16

SUPPLIES 6.

Form 990EZ, Part I, Line 16

Training/conference fees 90.

Form 990EZ, Part I, Line 16

BANK/CARD FEES 110.

Raw XML Appendix196 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/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/BOYAmt048582
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022679
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0599
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25903
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048582
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IRS990EZ/FundraisingGrossIncomeAmt061993
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt064682
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01051
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON STROMBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN PURDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI STROMBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOISELLE TEJEDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AMBER GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061768
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
IRS990EZ/ProgramServiceRevenueAmt01010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED FUNDING FOR A NEW PLARGROUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FUNDING FOR 5TH GRADE PROMOTION PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED FUNDING FOR TEACHER APPRECIATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3THIS IS THE TOTAL EXPENSE FOR OTHER SMALLER MISC. PROGRAMS THAT THE PTA FUNDED. THIS INCLUDES DANCES, COMMUNITY PROJECTS, FIELD DAYS, AND OTHER PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13604
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23248
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34170
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028617
IRS990EZ/SpecialEventsNetIncomeLossAmt033376
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061968
IRS990EZ/TotalProgramServiceExpensesAmt061022
IRS990EZ/TotalRevenueAmt036065
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064682
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt075639
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt068337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0340432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0340432
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064682
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt080597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt068337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051177
IRS990ScheduleA/Total509Grp/TotalAmt0340432
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0340432
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028617
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061306
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061306
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061306
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061306
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032689
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028617
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028617
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 61022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 465.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES & SUBSCRIPTIONS 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAINING/CONFERENCE FEES 90.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK/CARD FEES 110.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02103981500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-13
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/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/PreparationDt02022-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas Johnson
ReturnHeader/ReturnTs02022-05-25T12:57:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTGOMERY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits