Civic Intelligence

PTA Texas Congress Three Lakes Middle School PTA

990EZ • Fiscal year 2023 • EIN 47-3009149

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 01, 2023

Organization ProfileN/A
2445 Three LakesTyler, TX 75703

(903) 262-2970

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

8.9%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

44th percentile

-1.8%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Revenue Growth

47th percentile

1.9%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Flat

$16,243

Flat from 2023

Net Assets

$15,974

No earlier filing loaded for comparison.

Liabilities

Flat

$269

Flat from 2023

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin60th percentile

Revenue

Flat

$23,765

Flat from 2023

Expenses

Flat

$21,657

Flat from 2023

Net Income

Flat

$2,108

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$60K$40K$20K$0Assets 2016: $21,213Liabilities 2016: $3,141Net Assets 2016: $18,0722016Assets 2017: $19,303Liabilities 2017: $3Net Assets 2017: $19,3002017Assets 2018: $23,508Liabilities 2018: $101Net Assets 2018: $23,4072018Assets 2019: $23,226Liabilities 2019: $174Net Assets 2019: $23,0522019Assets 2020: $17,128Liabilities 2020: $149Net Assets 2020: $16,9792020Assets 2023: $16,243Liabilities 2023: $269Net Assets 2023: $15,9742023Assets 2023: $16,243Liabilities 2023: $2692023Assets 2024: $20,243Liabilities 2024: $1512024Assets 2025: $41,794Liabilities 2025: $0Net Assets 2025: $41,7942025

Highlighted filing

2023

Assets$16,243
Liabilities$269
Net Assets$15,974
Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

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

$60K$40K$20K$0-$20KRevenue 2016: $49,932Expenses 2016: $36,014Net Income 2016: $13,9182016Revenue 2017: $37,962Expenses 2017: $36,734Net Income 2017: $1,2282017Revenue 2018: $33,705Expenses 2018: $29,598Net Income 2018: $4,1072018Revenue 2019: $28,277Expenses 2019: $28,632Net Income 2019: -$3552019Revenue 2020: $22,461Expenses 2020: $28,534Net Income 2020: -$6,0732020Revenue 2023: $23,765Expenses 2023: $21,657Net Income 2023: $2,1082023Revenue 2023: $23,765Expenses 2023: $21,657Net Income 2023: $2,1082023Revenue 2024: $22,050Expenses 2024: $17,932Net Income 2024: $4,1182024Revenue 2025: $31,058Expenses 2025: $9,356Net Income 2025: $21,7022025

Highlighted filing

2023

Revenue$23,765
Expenses$21,657
Net Income$2,108
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 1, 2023
Return Version
2022v5.0
Gross Receipts
$51,305
Mission and Program Overview

Mission

To provide education programs, encourage parent and community involvement, and promote child advocacy of the public middle school, supplementing curriculum and student enrichment not afforded by the school district.

Program Services

DescriptionGrantsExpenses
To promote student, parent and educator involvement by providing school-wide special activities and events, including Gator Family Tailgate, Red Ribbon Week, and Grade-Level and School-Wide Socials.-$10,359
To support and encourage educators by promoting membership and providing hospitality.-$4,919
To foster the relationship between home, school and community and supporting the educational process by providing newsletters, low-cost school supply package options and community programs.--
To promote environmental awareness among students, parents and educators.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jackie RogersPresident-$0--
Jessica KulagaTreasurer-$0--
Leslie MartineVice President-$0--
Rachel ShermanPrincipal-$0--
Filing and Contact Details

Filer

Filer Name
PTA Texas Congress
EIN
47-3009149
Address
2445 Three Lakes, Tyler, TX 75703

Signing Officer

Name
Jackie Rogers
Title
President
Signed
2023-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Bailes & Co PC
Address
1357 Dominion Plaza, Tyler, TX 75703
Preparer
Audra Kisamore
Phone
9035615859
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $206”

Other Expenses.1005

“Travel $282”

Other Expenses.1012

“Insurance $395”

Other Expenses.1

“School Socials Expenses $5636”

Other Expenses.2

“Faculty Appreciation $4560”

Other Expenses.3

“End of Year Celebration $1400”

Other Expenses.4

“Membership Expense $359”

Other Expenses.5

“Local Council Dues $75”

Other Assets.1

“Other Asset - Beginning $3810 Other Asset - Ending $3810”

Total Liabilities.1

“Sales Tax Payable - Beginning $209 Sales Tax Payable - Ending $269”

Raw XML Appendix187 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/PersonNm0Jessica Kulaga
IRS990EZ/BooksInCareOfDetail/PhoneNum09032622970
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02445 Three Lakes Parkway
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tyler
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075703
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010265
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012433
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05125
IRS990EZ/CostOfGoodsSoldAmt025217
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02108
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014075
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016243
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08744
IRS990EZ/GrossProfitLossSlsOfInvntryAmt015976
IRS990EZ/GrossReceiptsAmt051305
IRS990EZ/GrossSalesOfInventoryAmt041193
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013866
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015974
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013866
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015974
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jackie Rogers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jessica Kulaga
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leslie Martine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rachel Sherman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Principal
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03810
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03810
IRS990EZ/OtherExpensesTotalAmt012913
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide education programs, encourage parent and community involvement, and promote child advocacy of the public middle school, supplementing curriculum and student enrichment not afforded by the school district.
IRS990EZ/ProgramServiceRevenueAmt04987
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To promote student, parent and educator involvement by providing school-wide special activities and events, including Gator Family Tailgate, Red Ribbon Week, and Grade-Level and School-Wide Socials.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1To foster the relationship between home, school and community and supporting the educational process by providing newsletters, low-cost school supply package options and community programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2To support and encourage educators by promoting membership and providing hospitality.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3To promote environmental awareness among students, parents and educators.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010359
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14919
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02323
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2323
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0209
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0269
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021657
IRS990EZ/TotalProgramServiceExpensesAmt015278
IRS990EZ/TotalRevenueAmt023765
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03158
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018756
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046173
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028801
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt049043
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0223264
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt070
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0104
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0174
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0242194
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt051298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt029825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053463
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060496
IRS990ScheduleA/Total509Grp/TotalAmt0242194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt051298
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt029825
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053463
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060496
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0242194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Socials Expenses $5636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Faculty Appreciation $4560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5End of Year Celebration $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership Expense $359
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Local Council Dues $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other Asset - Beginning $3810 Other Asset - Ending $3810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Sales Tax Payable - Beginning $209 Sales Tax Payable - Ending $269
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jackie Rogers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Three Lakes Middle School PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0473009149
ReturnHeader/Filer/USAddress/AddressLine1Txt02445 Three Lakes
ReturnHeader/Filer/USAddress/CityNm0Tyler
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752395068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bailes & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01357 Dominion Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tyler
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075703
ReturnHeader/PreparerPersonGrp/PhoneNum09035615859
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Audra Kisamore
ReturnHeader/ReturnTs02023-10-02T12:35:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jackie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rogers
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,243
Liabilities
$269
Net assets
$15,974
Revenue
$23,765
Expenses
$21,657
Net income
$2,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$31.1$9.36$21.7
2024Summary only. Only limited summary data is available for this year.$20.2$0.15$22.1$17.9$4.12
2023Detailed filing. Detailed filing data is available for this year.$16.2$0.27$16.0$23.8$21.7$2.11
2023Summary only. Only limited summary data is available for this year.$16.2$0.27$23.8$21.7$2.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.15$17.0$22.5$28.5$6.07
2019Detailed filing. Detailed filing data is available for this year.$23.2$0.17$23.1$28.3$28.6$0.36
2018Detailed filing. Detailed filing data is available for this year.$23.5$0.10$23.4$33.7$29.6$4.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.00$19.3$38.0$36.7$1.23
2016Detailed filing. Detailed filing data is available for this year.$21.2$3.14$18.1$49.9$36.0$13.9