Civic Intelligence

Texas Congress of Parents and Teachers

990 • Fiscal year 2020 • EIN 74-1054403

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 08, 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

40th percentile

0.10x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

68th percentile

0.44x

Higher debt load relative to revenue than 68% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$192,819

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

20th percentile

-2.4%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-25%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$8,939,138

Down $223,968 (-2.4%) from 2019

Net Assets

Down

$8,088,277

Down $227,483 (-2.7%) from 2019

Liabilities

Up

$850,861

Up $3,515 (+0.4%) from 2019

Revenue

Down

$1,935,721

Down $642,424 (-25%) from 2019

Expenses

Down

$2,208,155

Down $425,211 (-16%) from 2019

Net Income

Down

-$272,434

Down $217,213 (-393%) from 2019

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

2020

Assets$8,939,138
Liabilities$850,861
Net Assets$8,088,277

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

2020

Revenue$1,935,721
Expenses$2,208,155
Net Income-$272,434
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 8, 2020
Return Version
2019v5.1
Gross Receipts
$2,605,302
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$5,544,829$5,403,368▼ $141,461
Investments in Publicly Traded Securities$2,443,257$2,595,342▲ $152,085
Cash and Non-Interest-Bearing Accounts$1,010,120$827,805▼ $182,315
Prepaid Expenses and Deferred Charges$79,068$96,340▲ $17,272
Inventories for Sale or Use$6,087$9,087▲ $3,000
Accounts Receivable$79,745$7,196▼ $72,549
Total Assets$9,163,106$8,939,138▼ $223,968
Liabilities
Other Liabilities$424,610$306,241▼ $118,369
Unsecured Notes Loans Payable$0$245,412▲ $245,412
Accounts Payable and Accrued Expenses$419,086$208,740▼ $210,346
Deferred Revenue$3,650$90,468▲ $86,818
Total Liabilities$847,346$850,861▲ $3,515
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,997,023$7,753,940▼ $243,083
Net Assets With Donor Restrictions$318,737$334,337▲ $15,600
Total Net Assets Fund Balance$8,315,760$8,088,277▼ $227,483
Total Liabilities and Net Assets / Fund Balance$9,163,106$8,939,138▼ $223,968

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,570,125$1,002,583$5,572,708
Equipment$356,405$78,187$434,592
Buildings$341,683$74,958$416,641
Land$93,517-$93,517
Other Land Buildings$41,638$9,134$50,772

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$731,995-▲ $25,100-$749,394
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert K WardExecutive DirectorFT$170,091$22,728$192,819
Thomas Darren GrissomAssociate Executive DirectFT$100,286$9,206$109,492
Steven E GinsburgFinance DirectorFT$89,422$5,470$94,892

Board Members and Trustees

NameTitle
Sheri DossPast President
Suzi KennonPresident
Tim GreenwellPresident-elect
Andy BurnfieldDirector
Chi IbekweDirector
Cindy Cruz-davisDirector
Heidi PecoyDirector
Karen BurnellDirector
Lizeth LociceroDirector
Nancy RangelDirector
Patrick SandersDirector
Risa GintherDirector
Beatrice CruzSecretary
Jennifer EasleyTreasurer
Marisol RandleVP Field Service
Jeannie DeakyneVP Leadership
Lisa JohnsVP Leadership
Marni KanerVP Membership
Ladorshe DamronVP Programs & Resources
Melinda SambersonVP Programs & Resources
Revenue and Support

Revenue Composition

Contributions and Grants
$1,282,018
Program Service Revenue
$140,066
Investment Income
$83,167
Other Revenue
$430,470
All Other Contributions
$15,009
Change in Net Assets
$-272,434

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,909,686
Revenue Not Reported on Financial Statements
$26,035
Revenue Not Reported on Form 990
$52,951
Total Revenue per Audited Statements
$1,962,637
Total Revenue per Form 990
$1,935,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,268,947
Other Expenses$910,489
Total Fundraising Expense$33,224
Grants and Similar Amounts Paid$28,719
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$635,281$123,958$15,495$774,734
Current Officers, Directors, Trustees, and Key Employees$235,923$46,034$5,754$287,711
Depreciation Depletion$123,255$117,168$4,303$244,726
Office Expenses$87,615$59,400$1,485$148,500
Other Employee Benefits$78,772$15,370$1,921$96,063
Payroll Taxes$62,509$12,196$1,525$76,230
Fees for Services Lobbying$71,211--$71,211
Occupancy$35,475$24,052$601$60,128
Conferences and Meetings$4,051$42,854$12$46,917
Insurance$21,100$14,304$358$35,762
Information Technology$20,712$14,042$351$35,105
Pension Plan Contributions$28,052$5,473$684$34,209
Other Expenses$29,208--$29,208
Grants to Domestic Individuals$28,719--$28,719
Advertising$15,755$10,682$267$26,704
Fees for Service Investment Mgmnt Fees-$26,035-$26,035
Fees for Services Legal$13,996$9,489$237$23,722
Fees for Services Accounting$12,611$8,550$214$21,375
Travel$1,001$11,119$17$12,137
Total Functional Expenses$1,634,205$540,726$33,224$2,208,155

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,208,155
Total Expenses per Audited Statements$2,190,120
Expenses per Audited Statements$2,182,120
Expenses Not Reported on Financial Statements$26,035
Expenses Not Reported on Form 990$8,000
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$303,455
Dues Payable$2,786
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 4

Article vi, officers - current language: section 2. Qualifications for president-elect. To be eligible for the office of president-elect, a member must have served one term on the board of directors immediately before assuming office. Section 3. Term of office. The officers shall assume office at the close of the annual meeting at which they are elected. These officers shall serve a term of two years or until their successors assume office. The vice presidents shall not serve more than two consecutive terms in the same office, and the other elected officers shall not serve more than one term in the same office. Article vi, officers - updated language: section 2. Qualifications for president-elect. To be eligible for the office of president-elect, a member must have served one term on the board of directors, either in the current term or the immediately preceding term. Section 3. Term of office. The officers shall assume office at the close of the annual meeting at which they are elected. These officers shall serve a term of two years or until their successors assume office. The officers shall not serve more than two terms in the same office, with the exception of the president-elect, who shall only serve one term. Article xi, board of directors - current language: section 2. Eligibility. Eligibility requirements of directors shall be an individual who: a. Subscribes to, believes in and supports the mission, purposes and policies of national pta and texas pta; b. Agrees to join the association promptly, if not a current member at the time of election or appointment; c. Receives no compensation or honoraria from the association except reimbursement for reasonable expenses as set forth in texas pta policies and procedures; d. Has no financial interest, direct or indirect, in any transaction made by the association without the approval of the board of directors; e. Has met the criteria or is committed to meeting the criteria of service as established by the board of directors; f. Neither holds nor announces candidacy to any elected public office; g. Has not served more than 15 years on the board of directors; and, h. Has not served as texas pta president. Article xi, board of directors - updated language: section 2. Eligibility. Eligibility requirements of directors shall be an individual who: a. Subscribes to, believes in and supports the mission, purposes and policies of national pta and texas pta; b. Be a member of a local pta in membership with texas pta within 30 days of the membership year in which you serve; c. Receives no compensation or honoraria from the association except reimbursement for reasonable expenses as set forth in texas pta policies and procedures; d. Has no financial interest, direct or indirect, in any transaction made by the association without the approval of the board of directors; e. Has met the criteria or is committed to meeting the criteria of service as established by the board of directors; f. Neither holds nor announces candidacy to any elected public office; g. Has not served more than 15 years on the board of directors; and, h. Has not served as texas pta president.

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 form 990 is reviewed by the executive director and finance director 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 15

The hr committee uses industry surveys for the executive director and a salary schedule developed from surveys for key employees.

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 K Ward
Title
Executive Director
Phone
5124766769
Signed
2020-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert K Ward
Formed
1967
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
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 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/OtherCompensationAmt110
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IRS990/Form990PartVIISectionAGrp/PersonNm1MARISOL RANDLE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP FIELD SERVICE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP LEADERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP PROGRAMS & RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP LEADERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP PROGRAMS & RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASSOCIATE EXECUTIVE DIRECT
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