Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2018 • EIN 51-0209393

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 01, 2018

12120 Manchaca RoadAustin, TX 78748

(512) 414-2333

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

71st percentile

16%

Higher net margin than 71% 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

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Up

$44,907

Up $6,635 (+17%) from 2017

Net Assets

$44,907

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$43,966

Down $5,135 (-10%) from 2017

Expenses

Up

$37,134

Up $12,461 (+51%) from 2017

Net Income

Down

$6,832

Down $17,596 (-72%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $28,634Liabilities 2011: -$102011Assets 2012: $36,949Liabilities 2012: -$102012Assets 2013: $48,206Liabilities 2013: -$102013Assets 2014: $55,149Liabilities 2014: $02014Assets 2015: $33,842Liabilities 2015: $02015Assets 2016: $13,844Liabilities 2016: $02016Assets 2017: $38,272Liabilities 2017: $02017Assets 2018: $44,907Liabilities 2018: $0Net Assets 2018: $44,9072018Assets 2019: $108,942Liabilities 2019: $71,125Net Assets 2019: $37,8172019Assets 2023: $46,015Liabilities 2023: $02023Assets 2024: $65,265Liabilities 2024: $02024

Highlighted filing

2018

Assets$44,907
Liabilities$0
Net Assets$44,907

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $51,103Expenses 2011: $33,806Net Income 2011: $17,2972011Revenue 2012: $47,770Expenses 2012: $39,455Net Income 2012: $8,3152012Revenue 2013: $51,240Expenses 2013: $39,983Net Income 2013: $11,2572013Revenue 2014: $43,651Expenses 2014: $36,718Net Income 2014: $6,9332014Revenue 2015: $34,240Expenses 2015: $55,547Net Income 2015: -$21,3072015Revenue 2016: $33,048Expenses 2016: $53,046Net Income 2016: -$19,9982016Revenue 2017: $49,101Expenses 2017: $24,673Net Income 2017: $24,4282017Revenue 2018: $43,966Expenses 2018: $37,134Net Income 2018: $6,8322018Revenue 2019: $64,035Expenses 2019: $71,125Net Income 2019: -$7,0902019Revenue 2023: $34,113Expenses 2023: $40,131Net Income 2023: -$6,0182023Revenue 2024: $46,773Expenses 2024: $27,523Net Income 2024: $19,2502024

Highlighted filing

2018

Revenue$43,966
Expenses$37,134
Net Income$6,832
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 1, 2018
Return Version
2017v2.0
Gross Receipts
$68,461
Mission and Program Overview

Mission

The mission of this organization is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Program Services

DescriptionGrantsExpenses
Provide curriculum funding to all grade levels allowing for investment in materials not budgeted for in AISD budget.$0$14,852
Programs and services to enhance educational and other experiences for faculty, staff, students, and families.$0$12,753
Projects to acquire supplies and material for special areas of education and free after school programs available to all grade levels.$0$5,472
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon PuzeyPresidentPT$0--
Lydia ValdesPresident-ElectPT$0--
Yvonne ValdezVice PresidentPT$0--
Clara DeyTreasurerPT$0--
Christina AtchinsonSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mustang Round Up$24,168$22,178$5,465$16,713
Fall Fundraiser$19,191$19,191$10,306$8,885
Total Events$43,359$41,369$19,541$21,828
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
51-0209393
Phone
5124142333
Address
12120 Manchaca Road, Austin, TX 78748

Signing Officer

Name
Clara Dey
Title
Treasurer
Phone
5124142333
Signed
2018-12-01
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Insurance;685|Office;194|PTA Training;2320|PTA Classroom Funding;7295|PTA On Going Programs;10125|PTA One Time Projects;5472|Yearbook;2628|Bank Fees;114|Council Dues;50^Total;28883^

Form 990-EZ, Part I, Line 20

Description;Amount^Accounting Correction;-197^Total;-197^

Raw XML Appendix210 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/PersonNm0Clara Dey
IRS990EZ/BooksInCareOfDetail/PhoneNum05124142333
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012120 Manchaca Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0787482710
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Puzey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lydia Valdes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Yvonne Valdez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Clara Dey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Christina Atchinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-197
IRS990EZ/OtherExpensesTotalAmt028883
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The mission of this organization is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.
IRS990EZ/PrintingPublicationsPostageAmt0694
IRS990EZ/ProgramServiceRevenueAmt08866
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide curriculum funding to all grade levels allowing for investment in materials not budgeted for in AISD budget.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Programs and services to enhance educational and other experiences for faculty, staff, students, and families.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Projects to acquire supplies and material for special areas of education and free after school programs available to all grade levels.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014852
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112753
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25472
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt022095
IRS990EZ/SpecialEventsNetIncomeLossAmt029977
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037134
IRS990EZ/TotalProgramServiceExpensesAmt033077
IRS990EZ/TotalRevenueAmt043966
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.menchacapta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012855
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt071119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt052737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062443
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt061789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt076538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0292200
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct00.9999
IRS990ScheduleA/PublicSupportTotal509Amt0363319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077286
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072276
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt089393
IRS990ScheduleA/Total509Grp/TotalAmt0363319
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt059061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089393
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0363319
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01990
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01990
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019541
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Mustang Round Up
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0661
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0661
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024168
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019191
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022178
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019191
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041369
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021828
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02609
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02609
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015771
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05465
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010306
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Insurance;685|Office;194|PTA Training;2320|PTA Classroom Funding;7295|PTA On Going Programs;10125|PTA One Time Projects;5472|Yearbook;2628|Bank Fees;114|Council Dues;50^Total;28883^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Accounting Correction;-197^Total;-197^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Clara Dey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05124142333
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0510209393
ReturnHeader/Filer/PhoneNum05124142333
ReturnHeader/Filer/USAddress/AddressLine1Txt012120 Manchaca Road
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078748
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0136.62.170.16
ReturnHeader/ReturnTs02018-12-04T14:45:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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