Civic Intelligence

PTA Texas Congress Renner Middle School PTA

990EZ • Fiscal year 2017 • EIN 56-2453038

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 24, 2017

5701 W Parker RoadPlano, TX 75093-7729

(469) 752-5800

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

36th percentile

-2.1%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

38th percentile

-3.0%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-2.8%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$32,714

Down $1,029 (-3.0%) from 2016

Net Assets

Down

$32,714

Down $1,029 (-3.0%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$48,896

Down $1,385 (-2.8%) from 2016

Expenses

Down

$49,925

Down $2,381 (-4.6%) from 2016

Net Income

Up

-$1,029

Up $996 (+49%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $42,355Liabilities 2011: $3732011Assets 2012: $49,880Liabilities 2012: $2,5792012Assets 2013: $50,994Liabilities 2013: $7752013Assets 2014: $53,148Liabilities 2014: $6742014Assets 2015: $35,768Net Assets 2015: $35,7682015Assets 2016: $33,743Net Assets 2016: $33,7432016Assets 2017: $32,714Net Assets 2017: $32,7142017Assets 2018: $31,815Net Assets 2018: $31,8152018Assets 2019: $33,458Net Assets 2019: $33,4582019Assets 2020: $41,074Net Assets 2020: $41,0742020Assets 2021: $41,213Net Assets 2021: $41,2132021Assets 2022: $30,897Net Assets 2022: $30,8972022Assets 2023: $32,646Liabilities 2023: $0Net Assets 2023: $32,6462023Assets 2024: $22,506Liabilities 2024: $0Net Assets 2024: $22,5062024Assets 2025: $18,511Liabilities 2025: $0Net Assets 2025: $18,5112025

Highlighted filing

2017

Assets$32,714
Liabilities-
Net Assets$32,714

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $51,559Expenses 2011: $49,471Net Income 2011: $2,0882011Revenue 2012: $45,105Expenses 2012: $40,308Net Income 2012: $4,7972012Revenue 2013: $40,539Expenses 2013: $37,533Net Income 2013: $3,0062013Revenue 2014: $33,543Expenses 2014: $31,288Net Income 2014: $2,2552014Revenue 2015: $52,827Expenses 2015: $69,533Net Income 2015: -$16,7062015Revenue 2016: $50,281Expenses 2016: $52,306Net Income 2016: -$2,0252016Revenue 2017: $48,896Expenses 2017: $49,925Net Income 2017: -$1,0292017Revenue 2018: $48,424Expenses 2018: $49,372Net Income 2018: -$9482018Revenue 2019: $43,016Expenses 2019: $41,373Net Income 2019: $1,6432019Revenue 2020: $33,433Expenses 2020: $25,817Net Income 2020: $7,6162020Revenue 2021: $24,909Expenses 2021: $24,770Net Income 2021: $1392021Revenue 2022: $24,931Expenses 2022: $35,247Net Income 2022: -$10,3162022Revenue 2023: $57,073Expenses 2023: $55,324Net Income 2023: $1,7492023Revenue 2024: $46,130Expenses 2024: $56,270Net Income 2024: -$10,1402024Revenue 2025: $40,241Expenses 2025: $46,610Net Income 2025: -$6,3692025

Highlighted filing

2017

Revenue$48,896
Expenses$49,925
Net Income-$1,029
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 24, 2017
Return Version
2016v3.0
Gross Receipts
$116,663
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SCHOOL SUPPORT - EDUCATIONAL ENHANCEMENT GRANTS AND ALLOCATIONS TO TEACHERS FOR ASSISTANCE WITH MATERIALS NEEDED FOR CLASSROOM AND TO ENHANCE LEARNING, PAYMENT FOR TRAFFIC SAFETY OFFICER IN FRONT OF SCHOOL.-$21,998
TEACHER SUPPORT - APPRECIATION EVENTS AND RECOGNITION FOR TEACHER AND STAFF INCLUDING EVENTS FOR TEACHER APPRECIATION WEEK, STAFF LUNCHEONS, TEACHER ATTENDANCE AT EDUCATION SEMINARS AND SPONSORSHIP OF TEACHER OF THE YEAR GALA.-$9,848
PARENT SUPPORT - PUBLICATION OF PTA DIRECTORY, PUBLICATION AND MAILING OF NEWSLETTER, WEBSITE MAINTENANCE, PARENT EDUCATION PROGRAMS, TEXAS PTA LIFE MEMBERSHIP PROGRAM, VOLUNTEER RECOGNITION EVENTS, GENERAL ADMINISTRATION.-$6,855
PTA SUPPORT - OTHER GENERAL AND ADMINISTRATIVE EXPENSES NECESSARY TO OPERATE THE ASSOCIATION INCLUDING PTA OFFICER EXPENSES, PTA COUNCIL EXPENSES, DIRECTORY ADVERTISING EXPENSES AND OTHER.-$1,561
STUDENT SUPPORT - PURCHASE OF AGENDAS FOR ALL STUDENTS, SUPPLIES FOR NEEDY STUDENTS, LIBRARY, ENVIRONMENTAL AND ARTS PROGRAMS, SPEAKERS FOR STUDENT ASSEMBLY PROGRAMS, MENTORING AND MOTIVATIONAL PROGRAMS FOR STUDENTS.-$951
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA BURNETTPresidentPT$0--
RITA CUNNINGHAMVP Programs-$0--
JEANNE KOEPKEVP Volunteers-$0--
ALISON GRYZBVP Ways Means-$0--
KAREN RICKETTSVP Membership-$0--
STELLA HEIDMANSecretary-$0--
NANCY MILLSTreasurerPT$0--
KERRI HAYESParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair Sales$5,261$5,261$3,802$1,459
Casserole Sales$3,575$3,575$2,840$735
Total Events$26,092$26,092$12,210$13,882
Filing and Contact Details

Filer

Filer Name
Renner Middle School Pta
EIN
56-2453038
Phone
4697525800
Address
5701 W PARKER ROAD, PLANO, TX 75093-7729

Signing Officer

Name
Sara Burnett
Title
President
Signed
2017-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Nancy L Winn CPA
Address
10046 SUGAR HILL DR, HOUSTON, TX 77042
Preparer
Nancy L Winn CPA
Phone
2149089466
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

PARENT SUPPORT - PUBLICATION OF PTA DIRECTORY, PUBLICATION AND MAILING OF NEWSLETTER, WEBSITE MAINTENANCE, PARENT EDUCATION PROGRAMS, TEXAS PTA LIFE MEMBERSHIP PROGRAM, VOLUNTEER RECOGNITION EVENTS, GENERAL ADMINISTRATION. Grants and allocations 0, Program service expenses 6,855

Form 990-EZ, Part III, Line 31

PTA SUPPORT - OTHER GENERAL AND ADMINISTRATIVE EXPENSES NECESSARY TO OPERATE THE ASSOCIATION INCLUDING PTA OFFICER EXPENSES, PTA COUNCIL EXPENSES, DIRECTORY ADVERTISING EXPENSES AND OTHER. Grants and allocations 0, Program service expenses 1,561

Form 990-EZ, Part I, Line 8, Other Revenue

BANK FEE REFUNDS 711

Form 990-EZ, Part I, Line 16, Other Expenses

ARTS IN EDUCATION 32

Form 990-EZ, Part I, Line 16, Other Expenses

Community outreach expense 166

Form 990-EZ, Part I, Line 16, Other Expenses

Hospitality/newcomers expense 248

Form 990-EZ, Part I, Line 16, Other Expenses

INSURANCE 640

Form 990-EZ, Part I, Line 16, Other Expenses

JFK MEMORIAL VIDEO 675

Form 990-EZ, Part I, Line 16, Other Expenses

Membership toolkit and expense 1,296

Form 990-EZ, Part I, Line 16, Other Expenses

Payment processing fees - credit cards 2,239

Form 990-EZ, Part I, Line 16, Other Expenses

Plano west after prom 100

Form 990-EZ, Part I, Line 16, Other Expenses

President/admin expenses 955

Form 990-EZ, Part I, Line 16, Other Expenses

PROGRAMS EXPENSES 1,900

Form 990-EZ, Part I, Line 16, Other Expenses

Science fair expenses 166

Form 990-EZ, Part I, Line 16, Other Expenses

SECRETARY EXPENSES 37

Form 990-EZ, Part I, Line 16, Other Expenses

SOCIALS EXPENSE 7,231

Form 990-EZ, Part I, Line 16, Other Expenses

Staff/team luncheon expenses 1,450

Form 990-EZ, Part I, Line 16, Other Expenses

Teacher appreciation expenses 18,465

Form 990-EZ, Part I, Line 16, Other Expenses

Traffic safety officer 11,932

Form 990-EZ, Part I, Line 16, Other Expenses

TREASURER EXPENSES 569

Form 990-EZ, Part I, Line 16, Other Expenses

WEBSITE COORDINATOR 403

Form 990-EZ, Part I, Line 16, Other Expenses

STUDENT NEEDS 176

Form 990-EZ, Part I, Line 16, Other Expenses

WATCHDOGS 250

Form 990-EZ, Part I, Line 16, Other Expenses

PBIS 658

Form 990-EZ, Part I, Line 16, Other Expenses

VOLUNTEER EXPENSES 337

Form 990-EZ, Part III, Line 111

Organizations primary exempt purpose - childrens advocacy - promote the welfare of youth in home, school and community.

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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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IRS990EZ/Organization501c3Ind0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER SUPPORT - APPRECIATION EVENTS AND RECOGNITION FOR TEACHER AND STAFF INCLUDING EVENTS FOR TEACHER APPRECIATION WEEK, STAFF LUNCHEONS, TEACHER ATTENDANCE AT EDUCATION SEMINARS AND SPONSORSHIP OF TEACHER OF THE YEAR GALA.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.rennerpta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029963
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt099522
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARENT SUPPORT - PUBLICATION OF PTA DIRECTORY, PUBLICATION AND MAILING OF NEWSLETTER, WEBSITE MAINTENANCE, PARENT EDUCATION PROGRAMS, TEXAS PTA LIFE MEMBERSHIP PROGRAM, VOLUNTEER RECOGNITION EVENTS, GENERAL ADMINISTRATION. Grants and allocations 0, Program service expenses 6,855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA SUPPORT - OTHER GENERAL AND ADMINISTRATIVE EXPENSES NECESSARY TO OPERATE THE ASSOCIATION INCLUDING PTA OFFICER EXPENSES, PTA COUNCIL EXPENSES, DIRECTORY ADVERTISING EXPENSES AND OTHER. Grants and allocations 0, Program service expenses 1,561
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEE REFUNDS 711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ARTS IN EDUCATION 32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY OUTREACH EXPENSE 166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOSPITALITY/NEWCOMERS EXPENSE 248
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE 640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7JFK MEMORIAL VIDEO 675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MEMBERSHIP TOOLKIT AND EXPENSE 1,296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAYMENT PROCESSING FEES - CREDIT CARDS 2,239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PLANO WEST AFTER PROM 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PRESIDENT/ADMIN EXPENSES 955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PROGRAMS EXPENSES 1,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SCIENCE FAIR EXPENSES 166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SECRETARY EXPENSES 37
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SOCIALS EXPENSE 7,231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16STAFF/TEAM LUNCHEON EXPENSES 1,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TEACHER APPRECIATION EXPENSES 18,465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TRAFFIC SAFETY OFFICER 11,932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19TREASURER EXPENSES 569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20WEBSITE COORDINATOR 403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21STUDENT NEEDS 176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22WATCHDOGS 250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23PBIS 658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24VOLUNTEER EXPENSES 337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25ORGANIZATIONS PRIMARY EXEMPT PURPOSE - CHILDRENS ADVOCACY - PROMOTE THE WELFARE OF YOUTH IN HOME, SCHOOL AND COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990-EZ, Part III, Line 111
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ReturnHeader/FilingSecurityInformation/IPTm014:57:01
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY L WINN CPA
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ReturnHeader/ReturnTs02017-07-24T09:57:12-00:00
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ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$40.2$46.6$6.37
2024Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$46.1$56.3$10.1
2023Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$57.1$55.3$1.75
2022Detailed filing. Detailed filing data is available for this year.$30.9$30.9$24.9$35.2$10.3
2021Detailed filing. Detailed filing data is available for this year.$41.2$41.2$24.9$24.8$0.14
2020Detailed filing. Detailed filing data is available for this year.$41.1$41.1$33.4$25.8$7.62
2019Detailed filing. Detailed filing data is available for this year.$33.5$33.5$43.0$41.4$1.64
2018Detailed filing. Detailed filing data is available for this year.$31.8$31.8$48.4$49.4$0.95
2017Detailed filing. Detailed filing data is available for this year.$32.7$32.7$48.9$49.9$1.03
2016Detailed filing. Detailed filing data is available for this year.$33.7$33.7$50.3$52.3$2.03
2015Detailed filing. Detailed filing data is available for this year.$35.8$35.8$52.8$69.5$16.7
2014Summary only. Only limited summary data is available for this year.$53.1$0.67$33.5$31.3$2.26
2013Summary only. Only limited summary data is available for this year.$51.0$0.78$40.5$37.5$3.01
2012Summary only. Only limited summary data is available for this year.$49.9$2.58$45.1$40.3$4.80
2011Summary only. Only limited summary data is available for this year.$42.4$0.37$51.6$49.5$2.09