PTA Texas Congress Wells Branch Elementary PTA

990EZ • Fiscal year 2016 • EIN 74-2428855

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 25, 2017

Organization Profile www.wellsbranchpta.org

16450 Merriltown DriveAustin, TX 78728

(512) 428-3400

Siviq Scores

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

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

-2.6%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

-5.1%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

-10%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets56th percentile

Assets

Down

$14,804

Down $793 (-5.1%) from 2015

Net Assets

Down

$14,804

Down $793 (-5.1%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin35th percentile

Revenue

Down

$30,094

Down $3,463 (-10%) from 2015

Expenses

Down

$30,887

Down $8,783 (-22%) from 2015

Net Income

-$793

Up $5,320 (+87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2016

Assets$14,804

Liabilities$0

Net Assets$14,804

Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

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

Highlighted filing

2016

Revenue$30,094

Expenses$30,887

Net Income-$793

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Jul 25, 2017
Return Version: 2015v3.0
Gross Receipts: $44,305

Mission and Program Overview

Mission

Student Programs: Clothes Closet, Field Trips, Reflections, Science Fair, International Fair, Talent Show, WatchDOGs.

Program Services

Description	Grants	Expenses
1st Day of School Welcome Gifts, 5th Grade Transition Support, Educational Assemblies, Campus Equipment, Clothes Closet, Classroom Curriculum Materials & Supplies, Field Day, Field Trips, Go Green Committee, Health Fair, International Fair, Movie Nights, Reflections, Science Fair, Talent Show, Teacher appreciation, WatchDogs.	$0	$26,348

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Todd Engstrom	President	PT	$0	-	-
Blythe Gander	Vice President	PT	$0	-	-
Steve Wilson	Treasurer	PT	$0	-	-
Laurie Childers	Secretary	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Pta Texas Congress
EIN: 74-2428855
Phone: 5124283400
Address: 16450 Merriltown Drive, Austin, TX 78728

Signing Officer

Name: Brad Caffey
Title: Treasurer
Phone: 5127866127
Signed: 2017-07-25

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Total Administrative Expenses, Concessions expenses, Fundraising expenses, Hospitality Expenses, Membership Committee, Programs (less School Supplies, Yearbook)”

Raw XML Appendix176 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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Steve Wilson
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	5124283400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	16450 Merriltown Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	78728
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	15597
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	14804
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	1150
IRS990EZ/CostOfGoodsSoldAmt	0	5173
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-793
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	0
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form1120PolFiledInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	15597
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	14804
IRS990EZ/FundraisingGrossIncomeAmt	0	30637
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	0
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	5296
IRS990EZ/GrossReceiptsAmt	0	44305
IRS990EZ/GrossSalesOfInventoryAmt	0	10469
IRS990EZ/GroupExemptionNum	0	1889
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	0
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	2049
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	15597
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	14804
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	15597
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	14804
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Todd Engstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Blythe Gander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Steve Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Laurie Childers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Secretary
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	30887
IRS990EZ/OtherRevenueTotalAmt	0	0
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	Student Programs: Clothes Closet, Field Trips, Reflections, Science Fair, International Fair, Talent Show, WatchDOGs.
IRS990EZ/PrintingPublicationsPostageAmt	0	0
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	1st Day of School Welcome Gifts, 5th Grade Transition Support, Educational Assemblies, Campus Equipment, Clothes Closet, Classroom Curriculum Materials & Supplies, Field Day, Field Trips, Go Green Committee, Health Fair, International Fair, Movie Nights, Reflections, Science Fair, Talent Show, Teacher appreciation, WatchDogs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	26348
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/SpecialEventsDirectExpensesAmt	0	9038
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	21599
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	TX
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	30887
IRS990EZ/TotalProgramServiceExpensesAmt	0	26348
IRS990EZ/TotalRevenueAmt	0	30094
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	www.wellsbranchpta.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	1150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	2130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	4283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	3899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	4379
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	15841
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	1150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	2130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	4283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	3899
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	4379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	15841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	30637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	31427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	35907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	30757
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	21584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	150312
IRS990ScheduleA/InvestmentIncomeCYPct	0	0
IRS990ScheduleA/InvestmentIncomePYPct	0	0
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	1
IRS990ScheduleA/PublicSupportCY509Pct	0	1
IRS990ScheduleA/PublicSupportPY170Pct	0	1
IRS990ScheduleA/PublicSupportPY509Pct	0	1
IRS990ScheduleA/PublicSupportTotal170Amt	0	15841
IRS990ScheduleA/PublicSupportTotal509Amt	0	166153
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	31787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	33557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	40190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	34656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	25963
IRS990ScheduleA/Total509Grp/TotalAmt	0	166153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	1150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	2130
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	4283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	3899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	4379
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	15841
IRS990ScheduleA/TotalSupportAmt	0	15841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	31787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	33557
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	40190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	34656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	25963
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	166153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Total Administrative Expenses, Concessions expenses, Fundraising expenses, Hospitality Expenses, Membership Committee, Programs (less School Supplies, Yearbook)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt	0	My name is Brad Caffey and I became the treasurer for this organization in the Summer of 2016. I did not know that the previous treasurer had not filed tax returns for that fiscal year until I began looking into filing a tax return for the year I was responsible for (i.e. the one that just completed). Please accept my biggest apologies for our organization being late.
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Brad Caffey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5127866127
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAT
ReturnHeader/Filer/EIN	0	742428855
ReturnHeader/Filer/PhoneNum	0	5124283400
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	16450 Merriltown Drive
ReturnHeader/Filer/USAddress/CityNm	0	Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	78728
ReturnHeader/ReturnTs	0	2017-07-31T15:22:33-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $14,804
Liabilities: $0
Net assets: $14,804
Revenue: $30,094
Expenses: $30,887
Net income: -$793

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.06	$0.00	$4.06	$13.7	$17.5	$3.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$10.2	$0.00	$10.2	$11.8	$10.7	$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$13.3	$0.00	$13.3	$11.4	$12.0	$0.55
2020Detailed filing. Detailed filing data is available for this year.	$13.9	$0.00	$13.9	$14.5	$18.0	$3.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$17.4	$0.00	$17.4	$15.3	$18.4	$3.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$20.5	$0.00	$20.5	$12.1	$12.6	$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$21.0	$0.00	$21.0	$21.4	$15.2	$6.19
2016Detailed filing. Detailed filing data is available for this year.	$14.8	$0.00	$14.8	$30.1	$30.9	$0.79
2015Detailed filing. Detailed filing data is available for this year.	$15.6	$0.00	$15.6	$33.6	$39.7	$6.11
2014Detailed filing. Detailed filing data is available for this year.	$21.9	$0.00	$21.9	$40.2	$34.8	$5.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$16.5	$0.00	$16.5	$34.7	$38.4	$3.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$20.2	$0.00	$20.2	$26.0	$33.4	$7.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$27.6	$0.00	$27.6	$29.3	$24.7	$4.64