Civic Intelligence

PTA Texas Congress Wells Branch Elementary PTA

990EZ • Fiscal year 2021 • EIN 74-2428855

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 09, 2021

Organization Profilewww.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.

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

29th percentile

-4.8%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

33rd percentile

-4.0%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-21%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$13,348

Down $553 (-4.0%) from 2020

Net Assets

Down

$13,348

Down $553 (-4.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin29th percentile

Revenue

Down

$11,439

Down $3,101 (-21%) from 2020

Expenses

Down

$11,992

Down $6,042 (-34%) from 2020

Net Income

Up

-$553

Up $2,941 (+84%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$30K$20K$10K$0Assets 2011: $27,629Liabilities 2011: $0Net Assets 2011: $27,6292011Assets 2012: $20,163Liabilities 2012: $0Net Assets 2012: $20,1632012Assets 2013: $16,477Liabilities 2013: $0Net Assets 2013: $16,4772013Assets 2014: $21,883Liabilities 2014: $0Net Assets 2014: $21,8832014Assets 2015: $15,597Liabilities 2015: $0Net Assets 2015: $15,5972015Assets 2016: $14,804Liabilities 2016: $0Net Assets 2016: $14,8042016Assets 2017: $20,993Liabilities 2017: $0Net Assets 2017: $20,9932017Assets 2018: $20,488Liabilities 2018: $0Net Assets 2018: $20,4882018Assets 2019: $17,395Liabilities 2019: $0Net Assets 2019: $17,3952019Assets 2020: $13,901Liabilities 2020: $0Net Assets 2020: $13,9012020Assets 2021: $13,348Liabilities 2021: $0Net Assets 2021: $13,3482021Assets 2022: $10,200Liabilities 2022: $0Net Assets 2022: $10,2002022Assets 2024: $4,056Liabilities 2024: $0Net Assets 2024: $4,0562024

Highlighted filing

2021

Assets$13,348
Liabilities$0
Net Assets$13,348
Open 2021 Filing

Operations Trend

Revenue Growth30th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $29,335Expenses 2011: $24,696Net Income 2011: $4,6392011Revenue 2012: $25,962Expenses 2012: $33,428Net Income 2012: -$7,4662012Revenue 2013: $34,688Expenses 2013: $38,374Net Income 2013: -$3,6862013Revenue 2014: $40,189Expenses 2014: $34,783Net Income 2014: $5,4062014Revenue 2015: $33,557Expenses 2015: $39,670Net Income 2015: -$6,1132015Revenue 2016: $30,094Expenses 2016: $30,887Net Income 2016: -$7932016Revenue 2017: $21,435Expenses 2017: $15,246Net Income 2017: $6,1892017Revenue 2018: $12,099Expenses 2018: $12,604Net Income 2018: -$5052018Revenue 2019: $15,276Expenses 2019: $18,369Net Income 2019: -$3,0932019Revenue 2020: $14,540Expenses 2020: $18,034Net Income 2020: -$3,4942020Revenue 2021: $11,439Expenses 2021: $11,992Net Income 2021: -$5532021Revenue 2022: $11,760Expenses 2022: $10,737Net Income 2022: $1,0232022Revenue 2024: $13,701Expenses 2024: $17,529Net Income 2024: -$3,8282024

Highlighted filing

2021

Revenue$11,439
Expenses$11,992
Net Income-$553
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 9, 2021
Return Version
2020v4.0
Gross Receipts
$12,919
Mission and Program Overview

Mission

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

Student Programs: Curriculum Materials & Supplies, Field Trips, Reflections, Science Fair, International Fair, WatchDOGs, Garden, 1st Day of School Welcome Gift, Educational Assemblies

Program Services

DescriptionGrantsExpenses
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, Garden.$0$13,613
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matt BucherPresidentPT$0--
Walter BellVice PresidentPT$0--
Lori AlvaradoTreasurerPT$0--
Aaron ShawSecretaryPT$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
Lori Alvarado
Title
Treasurer
Phone
5126994598
Signed
2021-07-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Administrative Expenses, Program Expenses”

Raw XML Appendix185 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Lori Alvarado
IRS990EZ/BooksInCareOfDetail/PhoneNum05124283400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016450 Merriltown Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078728
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013901
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013348
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0166
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-553
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013901
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013348
IRS990EZ/FundraisingGrossIncomeAmt012209
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0237
IRS990EZ/GrossReceiptsAmt012919
IRS990EZ/GrossSalesOfInventoryAmt0237
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0307
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013901
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013348
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013901
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013348
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Matt Bucher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Walter Bell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lori Alvarado
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Aaron Shaw
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011992
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Student Programs: Curriculum Materials & Supplies, Field Trips, Reflections, Science Fair, International Fair, WatchDOGs, Garden, 1st Day of School Welcome Gift, Educational Assemblies
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01st 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, Garden.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013613
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01480
IRS990EZ/SpecialEventsNetIncomeLossAmt010729
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011992
IRS990EZ/TotalProgramServiceExpensesAmt013613
IRS990EZ/TotalRevenueAmt011439
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.wellsbranchpta.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01294
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014540
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015276
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074078
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal170Amt04890
IRS990ScheduleA/PublicSupportTotal509Amt078968
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015294
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013402
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022666
IRS990ScheduleA/Total509Grp/TotalAmt078968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0307
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0754
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01304
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01231
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04890
IRS990ScheduleA/TotalSupportAmt04890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011036
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016570
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022666
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt078968
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Administrative Expenses, Program Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Alvarado
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05126994598
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0742428855
ReturnHeader/Filer/PhoneNum05124283400
ReturnHeader/Filer/USAddress/AddressLine1Txt016450 Merriltown Drive
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078728
ReturnHeader/ReturnTs02021-07-09T21:05:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,348
Liabilities
$0
Net assets
$13,348
Revenue
$11,439
Expenses
$11,992
Net income
-$553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2021Detailed filing. Detailed filing data is available for this year.$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