Civic Intelligence

PTA Texas Congress

990 • Fiscal year 2018 • EIN 51-0203584

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 23, 2018

9202 Moss Farm LnDallas, TX 75243

(469) 593-2200

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

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

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

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

60th percentile

8.3%

Higher net margin than 60% 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

62nd percentile

9.2%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Up

$247,465

Up $20,903 (+9.2%) from 2017

Net Assets

Up

$240,472

Up $13,918 (+6.1%) from 2017

Liabilities

Up

$6,993

Up $6,985 (+87313%) from 2017

Revenue

Down

$166,810

Down $21,893 (-12%) from 2017

Expenses

Up

$152,892

Up $23,961 (+19%) from 2017

Net Income

Down

$13,918

Down $45,854 (-77%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $70,957Liabilities 2011: $02011Assets 2012: $98,859Liabilities 2012: $0Net Assets 2012: $98,8592012Assets 2013: $122,853Liabilities 2013: $0Net Assets 2013: $122,8532013Assets 2014: $123,243Liabilities 2014: $0Net Assets 2014: $123,2432014Assets 2015: $109,865Liabilities 2015: $347Net Assets 2015: $109,5182015Assets 2016: $166,800Liabilities 2016: $18Net Assets 2016: $166,7822016Assets 2017: $226,562Liabilities 2017: $8Net Assets 2017: $226,5542017Assets 2018: $247,465Liabilities 2018: $6,993Net Assets 2018: $240,4722018Assets 2019: $199,456Liabilities 2019: $3,966Net Assets 2019: $195,4902019Assets 2020: $193,120Liabilities 2020: $0Net Assets 2020: $193,1202020Assets 2021: $221,790Liabilities 2021: $0Net Assets 2021: $221,7902021Assets 2022: $217,193Liabilities 2022: $0Net Assets 2022: $217,1932022Assets 2023: $236,164Liabilities 2023: $0Net Assets 2023: $236,1642023Assets 2024: $266,651Liabilities 2024: $0Net Assets 2024: $266,6512024Assets 2025: $281,218Liabilities 2025: $0Net Assets 2025: $281,2182025

Highlighted filing

2018

Assets$247,465
Liabilities$6,993
Net Assets$240,472

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $67,027Expenses 2011: $48,825Net Income 2011: $18,2022011Revenue 2012: $120,207Expenses 2012: $92,305Net Income 2012: $27,9022012Revenue 2013: $87,219Expenses 2013: $63,225Net Income 2013: $23,9942013Revenue 2014: $155,844Expenses 2014: $155,454Net Income 2014: $3902014Revenue 2015: $126,233Expenses 2015: $139,958Net Income 2015: -$13,7252015Revenue 2016: $186,490Expenses 2016: $129,226Net Income 2016: $57,2642016Revenue 2017: $188,703Expenses 2017: $128,931Net Income 2017: $59,7722017Revenue 2018: $166,810Expenses 2018: $152,892Net Income 2018: $13,9182018Revenue 2019: $169,936Expenses 2019: $167,889Net Income 2019: $2,0472019Revenue 2020: $178,609Expenses 2020: $184,943Net Income 2020: -$6,3342020Revenue 2021: $148,212Expenses 2021: $119,542Net Income 2021: $28,6702021Revenue 2022: $226,722Expenses 2022: $231,319Net Income 2022: -$4,5972022Revenue 2023: $298,085Expenses 2023: $279,114Net Income 2023: $18,9712023Revenue 2024: $295,023Expenses 2024: $264,536Net Income 2024: $30,4872024Revenue 2025: $286,851Expenses 2025: $272,284Net Income 2025: $14,5672025

Highlighted filing

2018

Revenue$166,810
Expenses$152,892
Net Income$13,918
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 23, 2018
Return Version
2017v2.3
Gross Receipts
$285,132
Mission and Program Overview

Mission

To support moss haven elementary school

Support for moss haven elementary school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$226,554$240,472▲ $13,918
Savings and Temporary Cash Investments$147,525$238,178▲ $90,653
Prepaid Expenses and Deferred Charges$42,302--
Cash and Non-Interest-Bearing Accounts$33,747$8,839▼ $24,908
Accounts Receivable$2,988$448▼ $2,540
Total Assets$226,562$247,465▲ $20,903
Liabilities
Accounts Payable and Accrued Expenses$8$6,993▲ $6,985
Total Liabilities$8$6,993▲ $6,985
Net Assets / Fund Balance
Total Net Assets Fund Balance$226,554$240,472▲ $13,918
Total Liabilities and Net Assets / Fund Balance$226,562$247,465▲ $20,903

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$15,046-▲ $11-$15,217
2016$14,939-▲ $107-$15,046
2015$14,797-▲ $142-$14,939
2014$14,655-▲ $141-$14,797
2013$14,635$4,500▲ $20-$14,655
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephanie DusekPresident
Pallavi GaitondeSecretary
Kelli TrentTreasurer
Catherin MossVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$19,309
Program Service Revenue
$0
Investment Income
$11
Other Revenue
$147,490
All Other Contributions
$14,576
Change in Net Assets
$13,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,235
Grants and Similar Amounts Paid$38,657
Total Fundraising Expense$1,201
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$32,433$3,735$1,201$37,369
Grants to Domestic Orgs$26,590--$26,590
Other Expenses$13,480--$13,480
Grants to Domestic Individuals$12,067--$12,067
Advertising$1,220$1,221-$2,441
Office Expenses-$761-$761
Insurance-$540-$540
Total Functional Expenses$145,434$6,257$1,201$152,892
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Moss Haven ElementaryDallas, TXGovSupport$26,590
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$225,285
Fundraising Direct Expenses$77,160
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$202,637$202,637$60,648$141,989
Golf Tournament$11,784$11,784$8,047$3,737
Total Events$224,885$224,885$77,160$147,725
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

A parent teacher association with approximately 325 members who elect the governing body and approve significant decisions of the governing body

Form 990, Page 6, Part VI, Line 11B

The 990 is presented to the board before filing the return for review and acceptance.

Form 990, Page 6, Part VI, Line 12C

The policy is reviewed and signed annually

Form 990, Page 6, Part VI, Line 19

Documents made available upon request

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
51-0203584
Phone
4695932200
Address
9202 MOSS FARM LN, DALLAS, TX 75243
Doing Business As
7700 Moss Haven Elementary

Signing Officer

Name
Kelli Trent
Title
Treasurer
Phone
4695932200
Signed
2018-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Dusek
Formed
1976
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
325

Preparer

Firm
Kgardner LLC
Address
PO BOX 823689, DALLAS, TX 75382
Preparer
Kevin Gardner
Phone
2143899787
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Field trips 8,700 0 0 technology 8,554 0 0 field day 4,598 0 0 staff appreciation 2,780 0 0 dues 0 2,534 0 bank fees 0 1,201 1,201 library books 2,172 0 0 play/concert 1,445 0 0 school events 906 0 0 parent education 888 0 0 beautification 647 0 0 recognition 613 0 0 community outreach 475 0 0 sales tax 308 0 0 book fair 279 0 0 copier 68 0 0 total 32,433 3,735 1,201

Raw XML Appendix382 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.

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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt077160
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0202637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0224885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0202637
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0224885
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0147725
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08465
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt077160
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt060648
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08047
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012067
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
IRS990ScheduleI/RecipientTable/CashGrantAmt026590
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MOSS HAVEN ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientEIN0756002311
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09202 MOSS FARM LN
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075243
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MONEY GIVEN TO MOSS HAVEN ELEMENTARY SCHOOL IS MONITORED BY REQUIRING SUPPORTING DOCUMENTATION OF EXPENSES BEFORE RELEASE OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A PARENT TEACHER ASSOCIATION WITH APPROXIMATELY 325 MEMBERS WHO ELECT THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PRESENTED TO THE BOARD BEFORE FILING THE RETURN FOR REVIEW AND ACCEPTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED AND SIGNED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FIELD TRIPS 8,700 0 0 TECHNOLOGY 8,554 0 0 FIELD DAY 4,598 0 0 STAFF APPRECIATION 2,780 0 0 DUES 0 2,534 0 BANK FEES 0 1,201 1,201 LIBRARY BOOKS 2,172 0 0 PLAY/CONCERT 1,445 0 0 SCHOOL EVENTS 906 0 0 PARENT EDUCATION 888 0 0 BEAUTIFICATION 647 0 0 RECOGNITION 613 0 0 COMMUNITY OUTREACH 475 0 0 SALES TAX 308 0 0 BOOK FAIR 279 0 0 COPIER 68 0 0 TOTAL 32,433 3,735 1,201
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0226562
IRS990/TotalAssetsEOYAmt0247465
IRS990/TotalAssetsGrp/BOYAmt0226562
IRS990/TotalAssetsGrp/EOYAmt0247465
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019309
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01201
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06257
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145434
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152892
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08
IRS990/TotalLiabilitiesEOYAmt06993
IRS990/TotalLiabilitiesGrp/BOYAmt08
IRS990/TotalLiabilitiesGrp/EOYAmt06993
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0226554
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0240472
IRS990/TotalProgramServiceExpensesAmt0145434
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-624
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0166810
IRS990/TotalVolunteersCnt0325
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0226562
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0247465
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09202 MOSS FARM LN
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075243
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0MOSSHAVENPTA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI TRENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04695932200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0510203584
ReturnHeader/Filer/PhoneNum04695932200
ReturnHeader/Filer/USAddress/AddressLine1Txt09202 MOSS FARM LN
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075243
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07132E391FFE0D2AEC834BF4C8EC3A6B08FF54731
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07132E391FFE0D2AEC834BF4C8EC3A6B08FF54731
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.58.228.228
ReturnHeader/FilingSecurityInformation/IPDt02018-08-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:23:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463366472
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KGARDNER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 823689
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075382
ReturnHeader/PreparerPersonGrp/PhoneNum02143899787
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN GARDNER
ReturnHeader/ReturnTs02018-08-31T12:23:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.00$2.81$2.87$2.72$0.15
2024Summary only. Only limited summary data is available for this year.$2.67$0.00$2.67$2.95$2.65$0.30
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.00$2.36$2.98$2.79$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$2.27$2.31$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$1.48$1.20$0.29
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$1.79$1.85$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.04$1.95$1.70$1.68$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.47$0.07$2.40$1.67$1.53$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$1.89$1.29$0.60
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.86$1.29$0.57
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.26$1.40$0.14
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$1.56$1.55$0.00
2013Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.87$0.63$0.24
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$1.20$0.92$0.28
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.67$0.49$0.18