Civic Intelligence

Association of Texas Professional

EIN 74-2119788 • 501(c)6 • Austin, TX

Profile

To improve the quality of education and the environment conducive to quality learning and teaching.

305 E Huntland Drive Ste 300Austin, TX 78752-3792

www.atpe.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.20x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.32x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Source year 2024

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$331,041

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

501(c)6 • $25M-$50M nonprofits • Source year 2024

Asset Growth

54th percentile

8.9%

Faster asset growth than 54% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$26,464,059

Up $2,162,440 (+8.9%) from 2023

Liabilities

Down

$5,243,755

Down $233,805 (-4.3%) from 2023

Net Assets

Up

$21,220,304

Up $2,396,245 (+13%) from 2023

Revenue

Up

$16,556,064

Up $3,282,262 (+25%) from 2023

Expenses

Up

$14,612,557

Up $579,471 (+4.1%) from 2023

Net Income

Up

$1,943,507

Up $2,702,791 (+356%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $15,091,816Liabilities 2010: $1,488,691Net Assets 2010: $13,603,1252010Assets 2011: $17,496,650Liabilities 2011: $1,676,778Net Assets 2011: $15,819,8722011Assets 2012: $17,848,081Liabilities 2012: $1,478,352Net Assets 2012: $16,369,7292012Assets 2013: $18,604,862Liabilities 2013: $1,608,126Net Assets 2013: $16,996,7362013Assets 2014: $18,201,018Liabilities 2014: $1,812,640Net Assets 2014: $16,388,3782014Assets 2015: $17,928,530Liabilities 2015: $2,343,363Net Assets 2015: $15,585,1672015Assets 2016: $17,525,143Liabilities 2016: $1,955,697Net Assets 2016: $15,569,4462016Assets 2017: $17,753,180Liabilities 2017: $2,115,665Net Assets 2017: $15,637,5152017Assets 2018: $21,131,348Liabilities 2018: $2,476,702Net Assets 2018: $18,654,6462018Assets 2019: $21,848,749Liabilities 2019: $2,104,727Net Assets 2019: $19,744,0222019Assets 2020: $23,090,341Liabilities 2020: $2,054,659Net Assets 2020: $21,035,6822020Assets 2021: $25,910,461Liabilities 2021: $2,388,307Net Assets 2021: $23,522,1542021Assets 2022: $26,286,970Liabilities 2022: $6,581,071Net Assets 2022: $19,705,8992022Assets 2023: $24,301,619Liabilities 2023: $5,477,560Net Assets 2023: $18,824,0592023Assets 2024: $26,464,059Liabilities 2024: $5,243,755Net Assets 2024: $21,220,3042024

Highlighted filing

2024

Assets$26,464,059
Liabilities$5,243,755
Net Assets$21,220,304

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $11,909,3492010Revenue 2011: $14,338,451Expenses 2011: $12,669,617Net Income 2011: $1,668,8342011Expenses 2012: $12,805,8682012Expenses 2013: $13,170,0292013Revenue 2014: $13,363,877Expenses 2014: $13,978,360Net Income 2014: -$614,4832014Revenue 2015: $13,051,330Expenses 2015: $13,667,107Net Income 2015: -$615,7772015Revenue 2016: $12,371,542Expenses 2016: $12,508,762Net Income 2016: -$137,2202016Revenue 2017: $12,863,143Expenses 2017: $13,319,199Net Income 2017: -$456,0562017Revenue 2018: $17,482,475Expenses 2018: $14,308,267Net Income 2018: $3,174,2082018Revenue 2019: $15,072,177Expenses 2019: $14,108,069Net Income 2019: $964,1082019Revenue 2020: $13,856,103Expenses 2020: $13,569,232Net Income 2020: $286,8712020Revenue 2021: $13,120,011Expenses 2021: $13,742,348Net Income 2021: -$622,3372021Revenue 2022: $12,638,531Expenses 2022: $14,044,453Net Income 2022: -$1,405,9222022Revenue 2023: $13,273,802Expenses 2023: $14,033,086Net Income 2023: -$759,2842023Revenue 2024: $16,556,064Expenses 2024: $14,612,557Net Income 2024: $1,943,5072024

Highlighted filing

2024

Revenue$16,556,064
Expenses$14,612,557
Net Income$1,943,507

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$5.24$21.2$16.6$14.6$1.94
2023Summary only. Only limited summary data is available for this year.$24.3$5.48$18.8$13.3$14.0$0.76
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.3$6.58$19.7$12.6$14.0$1.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$2.39$23.5$13.1$13.7$0.62
2020Summary only. Only limited summary data is available for this year.$23.1$2.05$21.0$13.9$13.6$0.29
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$2.10$19.7$15.1$14.1$0.96
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$2.48$18.7$17.5$14.3$3.17
2017Summary only. Only limited summary data is available for this year.$17.8$2.12$15.6$12.9$13.3$0.46
2016Detailed filing. Detailed filing data is available for this year.$17.5$1.96$15.6$12.4$12.5$0.14
2015Detailed filing. Detailed filing data is available for this year.$17.9$2.34$15.6$13.1$13.7$0.62
2014Detailed filing. Detailed filing data is available for this year.$18.2$1.81$16.4$13.4$14.0$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$1.61$17.0$13.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$1.48$16.4$12.8
2011Summary only. Only limited summary data is available for this year.$17.5$1.68$15.8$14.3$12.7$1.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$1.49$13.6$11.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 3, 2025
Return Version
2023v6.0
Gross Receipts
$26,928,811
Mission and Program Overview

Mission

To improve the quality of education and the environment conducive to quality learning and teaching.

Improve the quality of education & the environment conducive to quality learning & teaching.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,998,789$16,366,630▲ $367,841
Savings and Temporary Cash Investments$492,194$2,865,706▲ $2,373,512
Investments Other Securities$3,236,000$2,764,332▼ $471,668
Land, Buildings, and Equipment, Net$1,045,746$852,159▼ $193,587
Accounts Receivable$404,463$574,341▲ $169,878
Cash and Non-Interest-Bearing Accounts$136,456$451,906▲ $315,450
Prepaid Expenses and Deferred Charges$354,138$334,379▼ $19,759
Inventories for Sale or Use$29,985$36,646▲ $6,661
Total Assets$24,301,619$26,464,059▲ $2,162,440
Other Assets Total$2,603,848$2,217,960▼ $385,888
Liabilities
Accounts Payable and Accrued Expenses$2,747,750$2,885,354▲ $137,604
Other Liabilities$2,724,760$2,354,628▼ $370,132
Deferred Revenue$5,050$3,773▼ $1,277
Total Liabilities$5,477,560$5,243,755▼ $233,805
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,824,059$21,220,304▲ $2,396,245
Total Net Assets Fund Balance$18,824,059$21,220,304▲ $2,396,245
Total Liabilities and Net Assets / Fund Balance$24,301,619$26,464,059▲ $2,162,440

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$712,187$709,620$1,421,807
Equipment$137,689$902,488$1,040,177
Leasehold Improvements$2,283$3,338$5,621
Other Assets Org$2,217,960--
Other Securities$2,764,332--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon HolmesExecutive DirectorFT$298,345$32,696$331,041
Gary RichardsonAssociate Executive DirectorFT$171,823$24,819$196,642
Jennifer MitchellGovernmental Relation DirectorFT$161,014$23,765$184,779
Bret MesserInformation Technology DirectorFT$133,002$21,333$154,335
Joy EnglandMembership DirectorFT$128,005$20,808$148,813
Judson GibsonMember Legal Services DirectorFT$123,022$22,142$145,164

Board Members and Trustees

NameTitle
Stacey WardState Past President
Jayne SernaState President
Jason ForbisState Vice President
Abby RogersRegion Director
Abigail RamfordRegion Director
Adriane TaylorRegion Director
Christina FloresRegion Director
Christopher AdamsRegion Director
Christy SkinnerRegion Director
Denise SandersRegion Director
Donna WardRegion Director
Gail CamposRegion Director
Gail Wood-rushRegion Director
Jesse GuerreroRegion Director
Laura HerreraRegion Director
Leslie WardRegion Director
Robert ZamoraRegion Director
Sean DouglasRegion Director
Sherry BoydRegion Director
Stephanie StoebeRegion Director
Teresa MillardRegion Director
Twila FiueroraRegion Director
Wanda BaileyRegion Director
Jerrica LigginsState Secretary
Eli RodriguezState Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Freeman Audio Expositions LLCConvention Set UpPO BOX 734596, Dallas, TX 75373$181,774
Protech Associates INCTechnology Services5457 TWIN KNOLLS ROAD STE 400, Columbia, MD 21045$178,853
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,976,655
Investment Income
$1,446,814
Other Revenue
$132,595
Change in Net Assets
$1,943,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,523,751
Other Expenses$5,438,600
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,850,271
Benefits to Members---$2,650,206
Occupancy---$1,037,894
Information Technology---$752,952
Other Employee Benefits---$608,504
All Other Expenses---$475,340
Travel---$437,753
Payroll Taxes---$394,181
Office Expenses---$390,571
Fees for Services Other---$354,379
Current Officers, Directors, Trustees, and Key Employees---$341,808
Pension Plan Contributions---$328,987
Conferences and Meetings---$290,891
Fees for Services Legal---$263,827
Other Expenses---$123,302
Fees for Service Investment Mgmnt Fees---$121,820
Insurance---$92,426
Advertising---$90,001
Fees for Services Accounting---$27,292
Interest---$1,076
Total Functional Expenses$0$0$0$14,612,557
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$1,185,373
Current Year Nondeductible Lobbying and Political Cost$683,138
Political Expenditures$174,980
Total Exempt Function Spending$174,980

Section 527 Organizations

OrganizationLocationAmount
81-1347631Austin, TX$174,980
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$2,354,628
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

The association shall have seven classes of membership. They are professional members, retired members, associate members, student teacher members, public members, administrators, and college student members.

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

A professional, associate, student teacher, administrator, college student, or retired member with atpe shall be entitled to vote when a matter is submitted to such vote. The only voting rights accorded to the membership of atpe shall be to participate in the election of directors and regional officers through their respective regional organizations and to participate in referendums as outlined in article xvi, section 3. No proxy voting shall be recognized.

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

Form 990 is provided to the board of directors before it is filed with irs.

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

Members of the board of directors must complete annual disclosure statements. The forms are reviewed by the staff. If exceptions are found, the results are taken to the executive committee.

Form 990, Part VI, Section B, Line 15

Independent consultants review compensation levels every 3 to 5 years, depending on how much the market has moved. The last consultation was done in october 2018. The budget for salaries is approved every fiscal year at the board of director's meeting.

Form 990, Part VI, Section C, Line 19

All books and records of the association may be inspected upon request for any proper purpose at any reasonable time.

Filing and Contact Details

Filer

Filer Name
Association of Texas Professional
EIN
74-2119788
Phone
5124670071
Address
305 E HUNTLAND DRIVE STE 300, AUSTIN, TX 78752-3792

Signing Officer

Name
Shannon Holmes
Title
Executive Director
Phone
5124670071
Signed
2025-06-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Holmes
Formed
1980
Legal Domicile
TX
Voting Board Members
25
Independent Board Members
25
Employees
69
Volunteers
2,200

Preparer

Firm
Atchley & Associates Llp
Address
1005 LA POSADA DRIVE, AUSTIN, TX 78752
Preparer
Renae Duncan
Phone
5123462086
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

The oversight policies and selection of an independent accountant by the audit committee has not changed since prior year.

Raw XML AppendixShowing 400 of 738 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2REGION DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt4REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18REGION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19REGION DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt28MEMBERSHIP DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29GOVERNMENTAL RELATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30ASSOCIATE EXECUTIVE DIRECTOR
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