Civic Intelligence

Progress Texas Institute

990 • Fiscal year 2018 • EIN 61-1639490

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

PO Box 6112Austin, TX 78763

(512) 730-0819

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$82,350

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

98th percentile

196%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

102%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$553,195

Up $366,537 (+196%) from 2017

Net Assets

Up

$553,195

Up $367,540 (+198%) from 2017

Liabilities

Down

$0

Down $1,003 (-100%) from 2017

Revenue

Up

$1,369,104

Up $692,429 (+102%) from 2017

Expenses

Up

$1,001,611

Up $516,272 (+106%) from 2017

Net Income

Up

$367,493

Up $176,157 (+92%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2012: $11,128Liabilities 2012: $02012Assets 2013: $153Net Assets 2013: $1532013Assets 2014: $158,408Liabilities 2014: $0Net Assets 2014: $158,4082014Assets 2015: $141,789Liabilities 2015: $0Net Assets 2015: $141,7892015Assets 2016: $19,395Liabilities 2016: $25,078Net Assets 2016: -$5,6832016Assets 2017: $186,658Liabilities 2017: $1,003Net Assets 2017: $185,6552017Assets 2018: $553,195Liabilities 2018: $0Net Assets 2018: $553,1952018Assets 2019: $414,068Liabilities 2019: $4,566Net Assets 2019: $409,5022019Assets 2020: $559,820Liabilities 2020: $2,915Net Assets 2020: $556,9052020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $265,709Liabilities 2023: $1,299Net Assets 2023: $264,4102023Assets 2024: $102,721Liabilities 2024: $2,136Net Assets 2024: $100,5852024

Highlighted filing

2018

Assets$553,195
Liabilities$0
Net Assets$553,195

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $162,387Expenses 2012: $160,104Net Income 2012: $2,2832012Revenue 2013: $171,258Expenses 2013: $181,630Net Income 2013: -$10,3722013Revenue 2014: $465,891Expenses 2014: $303,619Net Income 2014: $162,2722014Revenue 2015: $384,257Expenses 2015: $401,198Net Income 2015: -$16,9412015Revenue 2016: $386,042Expenses 2016: $493,710Net Income 2016: -$107,6682016Revenue 2017: $676,675Expenses 2017: $485,339Net Income 2017: $191,3362017Revenue 2018: $1,369,104Expenses 2018: $1,001,611Net Income 2018: $367,4932018Revenue 2019: $953,113Expenses 2019: $1,076,808Net Income 2019: -$123,6952019Revenue 2020: $1,008,148Expenses 2020: $901,245Net Income 2020: $106,9032020Revenue 2021: $952,190Expenses 2021: $966,595Net Income 2021: -$14,4052021Revenue 2022: $158,074Expenses 2022: $474,885Net Income 2022: -$316,8112022Revenue 2023: $393,443Expenses 2023: $273,093Net Income 2023: $120,3502023Revenue 2024: $259,130Expenses 2024: $422,955Net Income 2024: -$163,8252024

Highlighted filing

2018

Revenue$1,369,104
Expenses$1,001,611
Net Income$367,493
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,369,104
Mission and Program Overview

Mission

The Progress Texas Institute provides research and strategic communications on issues with the ultimate goal of increasing civic engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$185,655$553,195▲ $367,540
Cash and Non-Interest-Bearing Accounts$154,284$402,387▲ $248,103
Accounts Receivable$29,951$150,808▲ $120,857
Land, Buildings, and Equipment, Net-$0-
Total Assets$186,658$553,195▲ $366,537
Other Assets Total$2,423$0▼ $2,423
Liabilities
Accounts Payable and Accrued Expenses$1,003--
Total Liabilities$1,003$0▼ $1,003
Net Assets / Fund Balance
Total Net Assets Fund Balance$185,655$553,195▲ $367,540
Total Liabilities and Net Assets / Fund Balance$186,658$553,195▲ $366,537

Asset Categories

AssetBook ValueDepreciationBasis
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Edward EspinozaExecutive DirectorFT$82,350$82,350

Board Members and Trustees

NameTitle
Kathleen ThompsonBoard Chair
Amber DavisBoard Member
Charles ZellerBoard Member
Joe HamillBoard Member
Dick LavineSecretary
Christina OliverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,369,104
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,361,809
Change in Net Assets
$367,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$587,087
Other Expenses$410,924
Total Fundraising Expense$5,461
Professional Fundraising Fees$3,600
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$354,682$67,984$0$422,666
All Other Expenses$270,775$22,106$274$293,155
Current Officers, Directors, Trustees, and Key Employees$41,175$41,175$0$82,350
Occupancy$21,619$27,401$0$49,020
Other Employee Benefits$10,757$35,099$0$45,856
Travel$35,580$107$1,313$37,000
Payroll Taxes$14,801$21,414$0$36,215
Advertising$9,233$0$0$9,233
Conferences and Meetings$4,965$1,131$173$6,269
Fees for Services Professional Fundraising--$3,600$3,600
Insurance$332$2,500$0$2,832
Other Expenses$772$1,269$0$2,041
Fees for Services Other$1,618$0$0$1,618
Fees for Services Accounting$0$1,500$0$1,500
Total Functional Expenses$773,081$223,069$5,461$1,001,611
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$3,600
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Progress Texas Institute
EIN
61-1639490
Phone
5127300819
Address
PO Box 6112, Austin, TX 78763
Doing Business As
Texas Research Institute

Signing Officer

Name
Edward Espinoza
Title
Executive Director
Phone
5127300819
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Espinoza
Formed
2011
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
23
Volunteers
5

Preparer

Firm
Maria A Quezada
Address
207 E 9th Street, Georgetown, TX 78626-1512
Preparer
Maria Alicia Ramirez CPA
Phone
5126957226
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

No review was or will be conducted.

Pt VI, Line 19

Returns and reports are available to public by request.

Form 990, Part IX, Line 24E

Banking fees 1458. 1276. 177. 5.

Form 990, Part IX, Line 24E

Postage 1225. 1125. 0. 100.

Form 990, Part IX, Line 24E

Printing 1582. 1413. 0. 169.

Form 990, Part IX, Line 24E

Neta Contract Services 132758. 132758. 0. 0.

Form 990, Part IX, Line 24E

Neta CC fees 16317. 16307. 10. 0.

Form 990, Part IX, Line 24E

Email Service 121. 121. 0. 0.

Form 990, Part IX, Line 24E

Furniture/Equipment/Move 13963. 0. 13963. 0.

Form 990, Part IX, Line 24E

Music/Variance 8286. 2146. 6140. 0.

Form 990, Part IX, Line 24E

Partner Support 1403. 1403. 0. 0.

Form 990, Part IX, Line 24E

Asylum Supplies 68735. 68735. 0. 0.

Form 990, Part IX, Line 24E

Media Training 299. 299. 0. 0.

Form 990, Part IX, Line 24E

Online Misc 11430. 10786. 644. 0.

Form 990, Part IX, Line 24E

Tech Needs 35578. 34406. 1172. 0.

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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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IRS990ScheduleA/PublicSupportTotal170Amt03281969
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01369104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0676675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0386042
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0384257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0465891
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03281969
IRS990ScheduleA/TotalSupportAmt03281969
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Returns and reports are available to public by request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Banking fees 1458. 1276. 177. 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Postage 1225. 1125. 0. 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Printing 1582. 1413. 0. 169.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Neta Contract Services 132758. 132758. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Neta CC fees 16317. 16307. 10. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Email Service 121. 121. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Furniture/Equipment/Move 13963. 0. 13963. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Music/Variance 8286. 2146. 6140. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Partner Support 1403. 1403. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Asylum Supplies 68735. 68735. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Media Training 299. 299. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Online Misc 11430. 10786. 644. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Tech Needs 35578. 34406. 1172. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Progress Texas
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0800687741
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 c(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Advocate for progressive issues
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01023 Springdale 11D
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Austin
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078721
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Progress Texas
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Progress Texas
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2Progress Texas
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0j
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1o
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0186658
IRS990/TotalAssetsEOYAmt0553195
IRS990/TotalAssetsGrp/BOYAmt0186658
IRS990/TotalAssetsGrp/EOYAmt0553195
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01369104
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05461
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0223069
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0773081
IRS990/TotalFunctionalExpensesGrp/TotalAmt01001611
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01003
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01003
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0185655
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0553195
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0773081
IRS990/TotalReportableCompFromOrgAmt082350

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