Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2018 • EIN 51-0159600

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 26, 2019

Organization ProfileN/A
22605 Provinical BlvdKaty, TX 77450

(281) 237-6600

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$16,114

Up $3,994 (+33%) from 2017

Net Assets

Up

$16,114

Up $3,994 (+33%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin85th percentile

Revenue

Down

$11,961

Down $5,929 (-33%) from 2017

Expenses

Down

$7,967

Down $14,361 (-64%) from 2017

Net Income

Up

$3,994

Up $8,432 (+190%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$60K$40K$20K$0Assets 2011: $40,061Liabilities 2011: $02011Assets 2012: $38,749Liabilities 2012: $02012Assets 2013: $20,845Liabilities 2013: $02013Assets 2014: $13,437Liabilities 2014: $02014Assets 2015: $25,050Liabilities 2015: $02015Assets 2016: $16,558Liabilities 2016: $0Net Assets 2016: $16,5582016Assets 2017: $12,120Liabilities 2017: $0Net Assets 2017: $12,1202017Assets 2018: $16,114Liabilities 2018: $0Net Assets 2018: $16,1142018Assets 2019: $8,360Liabilities 2019: $0Net Assets 2019: $8,3602019

Highlighted filing

2018

Assets$16,114
Liabilities$0
Net Assets$16,114
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $34,728Expenses 2011: $0Net Income 2011: $34,7282011Revenue 2012: $42,442Expenses 2012: $43,755Net Income 2012: -$1,3132012Revenue 2013: $26,030Expenses 2013: $38,297Net Income 2013: -$12,2672013Revenue 2014: $20,497Expenses 2014: $27,905Net Income 2014: -$7,4082014Revenue 2015: $25,050Expenses 2015: $0Net Income 2015: $25,0502015Revenue 2016: $17,293Expenses 2016: $28,355Net Income 2016: -$11,0622016Revenue 2017: $17,890Expenses 2017: $22,328Net Income 2017: -$4,4382017Revenue 2018: $11,961Expenses 2018: $7,967Net Income 2018: $3,9942018Revenue 2019: $3,312Expenses 2019: $11,066Net Income 2019: -$7,7542019

Highlighted filing

2018

Revenue$11,961
Expenses$7,967
Net Income$3,994
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 26, 2019
Return Version
2017v2.2
Gross Receipts
$22,313
Mission and Program Overview

Mission

Educational/Charitable

Program Services

DescriptionGrantsExpenses
Treasurer$5,006-
Hospitality$3,556-
Charitable Contributions$2,118-
Volunteer$2,034-
Programs$1,855-
President$1,231-
Training$1,030-
General Expenses$793-
Membership$271-
Communications$86-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jayna BalcerVice President-$0--
Christina CraftVice President-$0--
Elisabeth Hodges LexaPresident-$0--
Marina SimpkinsVice President-$0--
Heather SplawnTreasurer-$0--
Cori HarbuckSecretary-$0--
Filing and Contact Details

Filer

Filer Name
West Memorial Elementary PTA
EIN
51-0159600
Phone
2812376600
Address
22605 Provinical Blvd, Katy, TX 77450

Signing Officer

Name
Heather Splawn
Title
Treasurer
Signed
2019-01-26
Discuss with paid preparer
Yes

Preparer

Firm
Patrick Williams CPA PLLC
Address
914 Chinni Ct, Houston, TX 77094-3093
Preparer
Patrick Williams CPA
Phone
2816367225
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Other Revenue $281”

Other Expenses.1

“Hospitality $3556”

Other Expenses.2

“Charitable Contributions $2118”

Other Expenses.3

“Volunteer $2035”

Other Expenses.4

“Programs $1855”

Other Expenses.5

“President $1230”

Other Expenses.6

“Training $1030”

Other Expenses.7

“General $793”

Other Expenses.8

“Membership $271”

Other Expenses.9

“Communications $86”

Other Expenses.10

“Treasurer $-5007”

Raw XML Appendix182 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/PersonNm0Heather Splawn
IRS990EZ/BooksInCareOfDetail/PhoneNum02817283124
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022605 Provincial Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Katy
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016114
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050
IRS990EZ/CostOfGoodsSoldAmt010352
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03994
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016114
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GamingGrossIncomeAmt07611
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02894
IRS990EZ/GrossReceiptsAmt022313
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt013246
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01125
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016114
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016114
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jayna Balcer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christina Craft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elisabeth Hodges Lexa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marina Simpkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Heather Splawn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Cori Harbuck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07967
IRS990EZ/OtherRevenueTotalAmt0281
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational/Charitable
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Charitable Contributions
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Hospitality
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Membership
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3President
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Volunteer
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Treasurer
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Communications
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Training
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt9General Expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02118
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13556
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2271
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31231
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt42034
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt55006
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt686
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt71030
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt81855
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt9793
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt07611
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07967
IRS990EZ/TotalProgramServiceExpensesAmt07968
IRS990EZ/TotalRevenueAmt011961
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt084
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/Total509Grp/TotalAmt084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Revenue $281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hospitality $3556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Charitable Contributions $2118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Volunteer $2035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Programs $1855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5President $1230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Training $1030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7General $793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Membership $271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Communications $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Treasurer $-5007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Splawn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Memorial Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0510159600
ReturnHeader/Filer/PhoneNum02812376600
ReturnHeader/Filer/USAddress/AddressLine1Txt022605 Provinical Blvd
ReturnHeader/Filer/USAddress/CityNm0Katy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811939406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patrick Williams CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0914 Chinni Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770943093
ReturnHeader/PreparerPersonGrp/PhoneNum02816367225
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick Williams CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-26T04:44:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,114
Liabilities
$0
Net assets
$16,114
Revenue
$11,961
Expenses
$7,967
Net income
$3,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$3.31$11.1$7.75
2018Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$12.0$7.97$3.99
2017Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$17.9$22.3$4.44
2016Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$17.3$28.4$11.1
2015Summary only. Only limited summary data is available for this year.$25.1$0.00$25.1$0.00$25.1
2014Summary only. Only limited summary data is available for this year.$13.4$0.00$20.5$27.9$7.41
2013Summary only. Only limited summary data is available for this year.$20.8$0.00$26.0$38.3$12.3
2012Summary only. Only limited summary data is available for this year.$38.7$0.00$42.4$43.8$1.31
2011Summary only. Only limited summary data is available for this year.$40.1$0.00$34.7$0.00$34.7