Civic Intelligence

PTA Texas Congress Woodway Elementary

990EZ • Fiscal year 2019 • EIN 74-2486607

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 07, 2019

325 Estates DriveWaco, TX 76712

(254) 761-5740

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

6.3%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$22,499

Up $4,667 (+26%) from 2018

Net Assets

Up

$22,499

Up $4,667 (+26%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$73,692

Down $9,703 (-12%) from 2018

Expenses

Down

$69,025

Down $7,511 (-9.8%) from 2018

Net Income

Down

$4,667

Down $2,192 (-32%) from 2018

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $37,082Net Assets 2011: $37,0822011Assets 2012: $21,118Net Assets 2012: $21,1182012Assets 2013: $5,281Net Assets 2013: $5,2812013Assets 2014: $8,332Net Assets 2014: $8,3322014Assets 2015: $7,336Net Assets 2015: $7,3362015Assets 2016: $9,061Liabilities 2016: $02016Assets 2017: $10,973Liabilities 2017: $02017Assets 2018: $17,832Liabilities 2018: $0Net Assets 2018: $17,8322018Assets 2019: $22,499Liabilities 2019: $0Net Assets 2019: $22,4992019Assets 2020: $14,050Liabilities 2020: $0Net Assets 2020: $14,0502020Assets 2021: $15,489Liabilities 2021: $0Net Assets 2021: $15,4892021Assets 2022: $29,338Liabilities 2022: $0Net Assets 2022: $29,3382022Assets 2023: $23,940Liabilities 2023: $0Net Assets 2023: $23,9402023Assets 2024: $30,803Liabilities 2024: $0Net Assets 2024: $30,8032024Assets 2025: $22,995Liabilities 2025: $0Net Assets 2025: $22,9952025

Highlighted filing

2019

Assets$22,499
Liabilities$0
Net Assets$22,499

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $125,736Expenses 2011: $114,004Net Income 2011: $11,7322011Revenue 2012: $110,113Expenses 2012: $126,077Net Income 2012: -$15,9642012Revenue 2013: $89,094Expenses 2013: $104,931Net Income 2013: -$15,8372013Revenue 2014: $102,754Expenses 2014: $99,703Net Income 2014: $3,0512014Revenue 2015: $87,729Expenses 2015: $88,725Net Income 2015: -$9962015Revenue 2016: $63,866Expenses 2016: $62,141Net Income 2016: $1,7252016Revenue 2017: $63,008Expenses 2017: $61,096Net Income 2017: $1,9122017Revenue 2018: $83,395Expenses 2018: $76,536Net Income 2018: $6,8592018Revenue 2019: $73,692Expenses 2019: $69,025Net Income 2019: $4,6672019Revenue 2020: $55,076Expenses 2020: $63,525Net Income 2020: -$8,4492020Revenue 2021: $54,530Expenses 2021: $53,091Net Income 2021: $1,4392021Revenue 2022: $64,690Expenses 2022: $50,841Net Income 2022: $13,8492022Revenue 2023: $80,174Expenses 2023: $85,572Net Income 2023: -$5,3982023Revenue 2024: $83,644Expenses 2024: $76,781Net Income 2024: $6,8632024Revenue 2025: $74,649Expenses 2025: $82,457Net Income 2025: -$7,8082025

Highlighted filing

2019

Revenue$73,692
Expenses$69,025
Net Income$4,667
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 7, 2019
Return Version
2018v3.1
Gross Receipts
$73,692
Mission and Program Overview

Mission

Provide needed equipment and teaching materials for the school and teachers.

Program Services

DescriptionGrantsExpenses
Provide needed equipment and teaching materials for the school and teachers.$0$24,149
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lucinda HessPresidentPT$0--
Whitney McHenry1st VPPT$0--
Dalilah Contreras2nd VP-Membership-$0--
Megan Ket3rd VP-Fundraising-$0--
Katy SmithSecretary-$0--
Anna ShufordParliamentarian-$0--
Jillian SchnautzTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
PTA Texas Congress Woodway Elementary
EIN
74-2486607
Phone
2547615740
Address
325 Estates Drive, Waco, TX 76712

Signing Officer

Name
Lucinda Hess
Title
President
Phone
2547615740
Signed
2019-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Whitaker Spinks & Koslovsky LLP
Address
PO Box 7547, Waco, TX 76714-7547
Preparer
Lucinda Hess
Phone
2547724160
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Interest income. Amount: 38.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Grants to Teachers. Grantee Name: Woodway Elementary. Grantee Address: 325 Estates Dr. Waco, TX 76712. Amount Given: 24,149.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: AR store supplies. Amount: 45. Description: Benevolence. Amount: 596. Description: Birthday book club. Amount: 540. Description: Book fair. Amount: 3,943. Description: Christmas ornaments. Amount: 1,124. Description: Class T-shirts. Amount: 3,152. Description: Council dues. Amount: 100. Description: Extreme Day/Roof Day. Amount: 2,265. Description: Fall festival/Spring fling. Amount: 6,956. Description: Outdoor classroom. Amount: 105. Description: Hospitality. Amount: 104. Description: Insurance. Amount: 395. Description: Leadership development. Amount: 519. Description: Miscellaneous. Amount: 131. Description: Presidents budget. Amount: 247. Description: Red ribbon week. Amount: 304. Description: Sales tax. Amount: 34. Description: Spirit shop. Amount: 1,335. Description: Spring fundraiser. Amount: 17,816. Description: Supplies. Amount: 173. Description: Fall fundraiser. Amount: 3,141. Description: Yearbook expense. Amount: 1,402. Description: Credit card processing fees. Amount: 120. Description: Boo-hoo breakfast. Amount: 64. Total to Form 990-EZ, line 16: 44,611.

Raw XML Appendix196 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lucinda Hess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Whitney McHenry
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Anna Shuford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jillian Schnautz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt044611
IRS990EZ/OtherRevenueTotalAmt038
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide needed equipment and teaching materials for the school and teachers.
IRS990EZ/PrintingPublicationsPostageAmt0156
IRS990EZ/ProgramServiceRevenueAmt072561
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide needed equipment and teaching materials for the school and teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024149
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt069025
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IRS990EZ/TotalRevenueAmt073692
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01428
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01327
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06883
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0134
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0134
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0371556
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073654
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt062970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087729
IRS990ScheduleA/Total509Grp/TotalAmt0371556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087729
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0371690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest income. Amount: 38.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Grants to Teachers. Grantee Name: Woodway Elementary. Grantee Address: 325 Estates Dr. Waco, TX 76712. Amount Given: 24,149.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: AR store supplies. Amount: 45. Description: Benevolence. Amount: 596. Description: Birthday book club. Amount: 540. Description: Book fair. Amount: 3,943. Description: Christmas ornaments. Amount: 1,124. Description: Class T-shirts. Amount: 3,152. Description: Council dues. Amount: 100. Description: Extreme Day/Roof Day. Amount: 2,265. Description: Fall festival/Spring fling. Amount: 6,956. Description: Outdoor classroom. Amount: 105. Description: Hospitality. Amount: 104. Description: Insurance. Amount: 395. Description: Leadership development. Amount: 519. Description: Miscellaneous. Amount: 131. Description: Presidents budget. Amount: 247. Description: Red ribbon week. Amount: 304. Description: Sales tax. Amount: 34. Description: Spirit shop. Amount: 1,335. Description: Spring fundraiser. Amount: 17,816. Description: Supplies. Amount: 173. Description: Fall fundraiser. Amount: 3,141. Description: Yearbook expense. Amount: 1,402. Description: Credit card processing fees. Amount: 120. Description: Boo-hoo breakfast. Amount: 64. Total to Form 990-EZ, line 16: 44,611.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Lucinda Hess
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02547615740
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress Woodway Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0742486607
ReturnHeader/Filer/PhoneNum02547615740
ReturnHeader/Filer/USAddress/AddressLine1Txt0325 Estates Drive
ReturnHeader/Filer/USAddress/CityNm0Waco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076712
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F5BCE567A4A8C6B8C4B4832A266FAE126F9A1C2C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F5BCE567A4A8C6B8C4B4832A266FAE126F9A1C2C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.82.201.90
ReturnHeader/FilingSecurityInformation/IPDt02019-10-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:23:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204606609
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Whitaker Spinks & Koslovsky LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 7547
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767147547
ReturnHeader/PreparerPersonGrp/PhoneNum02547724160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lucinda Hess
ReturnHeader/ReturnTs02019-10-07T10:20:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.75$0.82$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.84$0.77$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.80$0.86$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.65$0.51$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.55$0.53$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.55$0.64$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.74$0.69$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.83$0.77$0.07
2017Summary only. Only limited summary data is available for this year.$0.11$0.00$0.63$0.61$0.02
2016Summary only. Only limited summary data is available for this year.$0.09$0.00$0.64$0.62$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.88$0.89$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.08$1.03$1.00$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.89$1.05$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$1.10$1.26$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$1.26$1.14$0.12