Civic Intelligence

Texas Congress of Parents and Teachers

990 • Fiscal year 2019 • EIN 74-1054403

Aug 01, 2018 to Jul 31, 2019 • Filed on Jan 29, 2020

408 West 11th StreetAustin, TX 78701

(512) 476-6769

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.09x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.33x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

31st percentile

-2.1%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

74th percentile

$192,928

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

40th percentile

0.7%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

3.9%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$9,163,106

Up $67,795 (+0.7%) from 2018

Net Assets

Down

$8,315,760

Down $79,848 (-1.0%) from 2018

Liabilities

Up

$847,346

Up $147,643 (+21%) from 2018

Revenue

Up

$2,578,145

Up $96,635 (+3.9%) from 2018

Expenses

Up

$2,633,366

Up $32,924 (+1.3%) from 2018

Net Income

Up

-$55,221

Up $63,711 (+54%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $4,696,658Liabilities 2012: $2,440,584Net Assets 2012: $2,256,0742012Assets 2013: $10,557,631Liabilities 2013: $1,916,169Net Assets 2013: $8,641,4622013Assets 2014: $11,199,661Liabilities 2014: $2,676,558Net Assets 2014: $8,523,1032014Assets 2015: $10,301,732Liabilities 2015: $2,101,749Net Assets 2015: $8,199,9832015Assets 2017: $9,021,832Liabilities 2017: $721,220Net Assets 2017: $8,300,6122017Assets 2018: $9,095,311Liabilities 2018: $699,703Net Assets 2018: $8,395,6082018Assets 2019: $9,163,106Liabilities 2019: $847,346Net Assets 2019: $8,315,7602019Assets 2020: $8,939,138Liabilities 2020: $850,861Net Assets 2020: $8,088,2772020Assets 2021: $9,650,412Liabilities 2021: $806,412Net Assets 2021: $8,844,0002021Assets 2022: $9,768,051Liabilities 2022: $1,242,563Net Assets 2022: $8,525,4882022Assets 2023: $10,803,369Liabilities 2023: $1,700,238Net Assets 2023: $9,103,1312023Assets 2024: $10,903,856Liabilities 2024: $1,459,955Net Assets 2024: $9,443,9012024Assets 2025: $10,209Liabilities 2025: $369Net Assets 2025: $9,8402025

Highlighted filing

2019

Assets$9,163,106
Liabilities$847,346
Net Assets$8,315,760

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2012: $2,414,752Expenses 2012: $2,324,296Net Income 2012: $90,4562012Revenue 2013: $8,351,425Expenses 2013: $2,189,198Net Income 2013: $6,162,2272013Revenue 2014: $2,347,385Expenses 2014: $2,465,744Net Income 2014: -$118,3592014Revenue 2015: $2,214,938Expenses 2015: $2,366,787Net Income 2015: -$151,8492015Revenue 2017: $1,815,968Expenses 2017: $1,769,170Net Income 2017: $46,7982017Revenue 2018: $2,481,510Expenses 2018: $2,600,442Net Income 2018: -$118,9322018Revenue 2019: $2,578,145Expenses 2019: $2,633,366Net Income 2019: -$55,2212019Revenue 2020: $1,935,721Expenses 2020: $2,208,155Net Income 2020: -$272,4342020Revenue 2021: $2,550,433Expenses 2021: $2,396,099Net Income 2021: $154,3342021Revenue 2022: $2,706,811Expenses 2022: $2,548,795Net Income 2022: $158,0162022Revenue 2023: $2,760,581Expenses 2023: $2,446,336Net Income 2023: $314,2452023Revenue 2024: $2,739,432Expenses 2024: $2,660,666Net Income 2024: $78,7662024Revenue 2025: $68,258Expenses 2025: $60,384Net Income 2025: $7,8742025

Highlighted filing

2019

Revenue$2,578,145
Expenses$2,633,366
Net Income-$55,221
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jan 29, 2020
Return Version
2018v3.1
Gross Receipts
$3,184,665
Mission and Program Overview

Mission

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,712,117$5,544,829▼ $167,288
Investments in Publicly Traded Securities$2,052,346$2,114,932▲ $62,586
Cash and Non-Interest-Bearing Accounts$740,436$1,010,120▲ $269,684
Accounts Receivable$169,365$79,745▼ $89,620
Prepaid Expenses and Deferred Charges$86,512$79,068▼ $7,444
Inventories for Sale or Use$9,754$6,087▼ $3,667
Total Assets$9,095,311$9,163,106▲ $67,795
Other Assets Total$324,781$328,325▲ $3,544
Liabilities
Other Liabilities$384,825$424,610▲ $39,785
Accounts Payable and Accrued Expenses$309,543$419,086▲ $109,543
Deferred Revenue$5,335$3,650▼ $1,685
Total Liabilities$699,703$847,346▲ $147,643
Net Assets / Fund Balance
Unrestricted Net Assets$8,084,847$7,997,023▼ $87,824
Temporarily Rstr Net Assets$274,531$282,507▲ $7,976
Permanently Rstr Net Assets$36,230$36,230→ $0
Total Net Assets Fund Balance$8,395,608$8,315,760▼ $79,848
Total Liabilities and Net Assets / Fund Balance$9,095,311$9,163,106▲ $67,795

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,700,222$872,486$5,572,708
Equipment$356,857$66,242$423,099
Leasehold Improvements$351,410$65,231$416,641
Land$93,517-$93,517
Other Land Buildings$42,823$7,949$50,772

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$711,668-▲ $28,125-$731,995
2018$646,651-▲ $72,390-$711,668
2017$772,672-▲ $36,918-$789,929
2016$744,623-▲ $47,973-$772,672
2015$713,460$100▲ $51,178-$744,623
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert K WardExecutive DirectorFT$170,917$22,011$192,928
Thomas Darren GrissomAssociate Executive DirectorFT$102,216$12,843$115,059
Steven E GinsburgFinance DirectorFT$91,767$5,364$97,131

Board Members and Trustees

NameTitle
Sheri DossPresident
Suzi KennonPresident-elect
Andy BurnfieldDirector
Beatrice CruzDirector
Cindy Cruz-davisDirector
Pat SanfordDirector
Patrick SandersDirector
Risa GintherDirector
Tim GreenwellSecretary
Heidi PecoyTreasurer
Marisol RandleVP Field Service
Lisa JohnsVP Leadership
Marni KanerVP Membership
Ladorshe DamronVP Programs & Resources
Revenue and Support

Revenue Composition

Contributions and Grants
$1,298,552
Program Service Revenue
$711,296
Investment Income
$117,126
Other Revenue
$451,171
All Other Contributions
$20,594
Change in Net Assets
$-55,221

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,551,777
Revenue Not Reported on Financial Statements
$26,368
Revenue Not Reported on Form 990
$-24,627
Total Revenue per Audited Statements
$2,527,150
Total Revenue per Form 990
$2,578,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,406,119
Salaries, Compensation, and Employee Benefits$1,200,985
Total Fundraising Expense$35,086
Grants and Similar Amounts Paid$26,262
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$586,827$118,804$14,401$720,032
Current Officers, Directors, Trustees, and Key Employees$236,398$47,860$5,801$290,059
Depreciation Depletion$185,935$40,304$6,491$232,730
Office Expenses$109,915$74,771$2,243$186,929
Fees for Services Lobbying$90,401--$90,401
Other Employee Benefits$71,753$14,527$1,761$88,041
Conferences and Meetings$93$76,632$2$76,727
Payroll Taxes$60,691$12,287$1,489$74,467
Occupancy$38,064$25,894$777$64,735
Other Expenses$52,438--$52,438
Information Technology$22,046$14,998$450$37,494
Insurance$21,762$14,805$444$37,011
Travel$34,585$2,014$60$36,659
Pension Plan Contributions$23,134$4,684$568$28,386
Fees for Service Investment Mgmnt Fees-$26,368-$26,368
Grants to Domestic Individuals$26,262--$26,262
Advertising$15,081$10,260$308$25,649
Fees for Services Accounting$11,348$7,720$232$19,300
Fees for Services Legal$2,921$1,987$59$4,967
All Other Expenses$1,626--$1,626
Total Functional Expenses$2,104,365$493,915$35,086$2,633,366

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,633,366
Expenses per Audited Statements$2,606,998
Total Expenses per Audited Statements$2,606,998
Expenses Not Reported on Financial Statements$26,368
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sep Program Liability$368,005
Other Liabilities$53,127
Dues Payable$3,478
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Section 1. Members. A. Membership in pta shall be open without discrimination to anyone who believes in and supports the mission, purposes and policies of national pta and texas pta. B. The members of texas pta shall be the individual members of local ptas whose names are on file in the texas pta office and for whom the national and state portion of dues have been paid as designated herein. C. Members shall not have the right to vote on any corporate matters or have any of the statutory rights of "members" within the meaning of chapter 9, title 32, tex. Rev. Civ. Stat., nonprofit, cooperative, religious and charitable corporations, which governs nonprofit corporations in the state of texas, except as authorized by these bylaws.

Form 990, Part VI, Section A, Line 7A

The board of directors is composed of the officers and six directors-at-large, the members elect the officers and four directors at large at the annual summer meeting in even numbered years. The officers include a president, president-elect, secretary, treasurer, and four vice presidents.

Form 990, Part VI, Section A, Line 7B

A decision by the board of directors to amend the bylaws must be approved by a vote at the annual meeting with a 2/3 vote of those present and voting.

Form 990, Part VI, Section B, Line 11B

The executive director reviews a copy of the form 990 and approves prior to the form being filed.

Form 990, Part VI, Section B, Line 12C

The board is provided training on board policies including the conflict of interest policy. The president and the executive director monitor board members for any conflicts, and it is the responsibility of the board member to bring any conflicts forward immediately.

Form 990, Part VI, Section B, Line 15A

The executive director has an employment agreement with an ending date of october 31, 2020, and can be automatically renewed for an additional year. The employment agreement is reviewed each year by the human resources committee (serving as a compensation committee) and they consider a variety of factors including compensation surveys, job performance and similar organizations.

Form 990, Part VI, Section C, Line 19

The pta's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Texas Congress of Parents and Teachers
EIN
74-1054403
Phone
5124766769
Address
408 WEST 11TH STREET, AUSTIN, TX 78701
Doing Business As
Texas Pta

Signing Officer

Name
Robert Ward
Title
Executive Director
Phone
5124766769
Signed
2020-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert K Ward
Formed
1967
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
16
Volunteers
150

Preparer

Firm
Maxwell Locke & Ritter Llp
Address
401 CONGRESS AVENUE SUITE 1100, AUSTIN, TX 78701-9682
Preparer
Sean Holcomb
Phone
5123703200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Yes! Program provides young texans with meaningful insight into the workings of policymaking and the art of civic engagement.

FORM 990, PART XII, LINE 2C:

The process for selecting an independent accountant and oversight of the audit has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

Ella caruthers porter (ecp) fund is intended to be used to fund scholarships for students and faculty. Texas congress of parents and teachers (tcpt) fund is intended to be used for educational purposes including to fund leader training.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP FIELD SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP LEADERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP PROGRAMS & RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASSOCIATE EXECUTIVE DIRECTOR
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IRS990/GrantsToOrganizationsInd00
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IRS990/GrossReceiptsAmt03184665
IRS990/GrossRentsGrp/RealAmt0192060
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IRS990/LocalChaptersInd01
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToOrgInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/PrincipalOfficerNm0ROBERT K WARD
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IRS990/ProgramServiceRevenueGrp/Desc1PROGRAMS & SEMINARS
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportProgramRelatedInvstInd00
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IRS990/RoyaltiesRevenueGrp/ExclusionAmt0215283
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