Civic Intelligence

Stone Oak Elementary School PTA

990EZ • Fiscal year 2022 • EIN 74-2780855

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 26, 2022

21045 Crescent OaksSan Antonio, TX 78258

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

93rd percentile

128%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

6684%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$34,110

Up $19,180 (+128%) from 2021

Net Assets

Up

$34,080

Up $19,165 (+128%) from 2021

Liabilities

Up

$30

Up $15 (+100%) from 2021

Revenue

Up

$112,611

Up $110,951 (+6684%) from 2021

Expenses

Up

$93,446

Up $74,668 (+398%) from 2021

Net Income

Up

$19,165

Up $36,283 (+212%) from 2021

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2014: $11,539Liabilities 2014: $972014Assets 2015: $8,576Liabilities 2015: $02015Assets 2016: $10,193Liabilities 2016: $02016Assets 2017: $24,627Liabilities 2017: $02017Assets 2018: $24,079Liabilities 2018: $02018Assets 2019: $17,606Liabilities 2019: $0Net Assets 2019: $17,6062019Assets 2020: $32,033Liabilities 2020: $0Net Assets 2020: $32,0332020Assets 2021: $14,930Liabilities 2021: $15Net Assets 2021: $14,9152021Assets 2022: $34,110Liabilities 2022: $30Net Assets 2022: $34,0802022Assets 2023: $33,337Liabilities 2023: $182Net Assets 2023: $33,1552023Assets 2024: $27,144Liabilities 2024: $115Net Assets 2024: $27,0292024Assets 2025: $32,812Liabilities 2025: $0Net Assets 2025: $32,8122025

Highlighted filing

2022

Assets$34,110
Liabilities$30
Net Assets$34,080

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2014: $45,151Expenses 2014: $48,136Net Income 2014: -$2,9852014Revenue 2015: $45,960Expenses 2015: $48,923Net Income 2015: -$2,9632015Revenue 2016: $52,703Expenses 2016: $51,071Net Income 2016: $1,6322016Revenue 2017: $60,943Expenses 2017: $46,523Net Income 2017: $14,4202017Revenue 2018: $47,675Expenses 2018: $48,516Net Income 2018: -$8412018Revenue 2019: $50,210Expenses 2019: $56,683Net Income 2019: -$6,4732019Revenue 2020: $40,442Expenses 2020: $26,015Net Income 2020: $14,4272020Revenue 2021: $1,660Expenses 2021: $18,778Net Income 2021: -$17,1182021Revenue 2022: $112,611Expenses 2022: $93,446Net Income 2022: $19,1652022Revenue 2023: $45,584Expenses 2023: $46,509Net Income 2023: -$9252023Revenue 2024: $56,892Expenses 2024: $63,561Net Income 2024: -$6,6692024Revenue 2025: $77,418Expenses 2025: $71,635Net Income 2025: $5,7832025

Highlighted filing

2022

Revenue$112,611
Expenses$93,446
Net Income$19,165
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 26, 2022
Return Version
2021v4.1
Gross Receipts
$112,762
Mission and Program Overview

Mission

Provided special events to benefit the school children, community involvement, teachers, fifth grade activities, library learning events, grade programs, science presentations and projects that benefitted the entire school; supported the school with family and student programs that the district could not provide funding for, to include field trip admission for all grade levels, disbursement to school in form of grant to replaced outdated and worn library furniture, and grant to sister school in need during the holidays to provide meals for Thanksgiving to that community

Provided special events to benefit the school children community involvement teachers fifth grade activities library learning events grade programs science presentations and projects that benefited the entire

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia AcunaPresidentPT$0--
Ann SullivanTreasurerPT$0--
Megan LopezVP Of Programs-$0--
Melissa BuckVP Of Fundraising-$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
74-2780855
Phone
0000000000
Address
21045 CRESCENT OAKS, SAN ANTONIO, TX 78258

Signing Officer

Name
Ann Sullivan
Title
Treasurer
Phone
0000000000
Signed
2022-08-26
Supplemental Narrative

Additional Explanations

Schedule O:

Form 990-EZ Part 1 Line 10 - Meals for needy student families at our school and our Title 1 sister school Dellview Elementary and district scholarship fund Form 990-EZ Part 1 Line 16 - bank fees dues and subscriptions insurance PayPal fees bulletin boards decor Drug Prevention week expenses national and state organization dues Field Day expenses classroom celebrations grounds clean up expenses leadership training disbursement to school author visit science program dinosaur educational museum and staff appreciation Form 990-EZ Part II Line 26 - Sales tax collected and not yet paid to state 30

Raw XML Appendix166 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/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patricia Acuna
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Megan Lopez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melissa Buck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP of Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt086679
IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt0151
IRS990EZ/SpecialEventsNetIncomeLossAmt04891
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ Part 1 Line 10 - Meals for needy student families at our school and our Title 1 sister school Dellview Elementary and district scholarship fund Form 990-EZ Part 1 Line 16 - bank fees dues and subscriptions insurance PayPal fees bulletin boards decor Drug Prevention week expenses national and state organization dues Field Day expenses classroom celebrations grounds clean up expenses leadership training disbursement to school author visit science program dinosaur educational museum and staff appreciation Form 990-EZ Part II Line 26 - Sales tax collected and not yet paid to state 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Sullivan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0742780855
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt021045 CRESCENT OAKS
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078258
ReturnHeader/ReturnTs02022-08-26T09:00:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ann
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sullivan
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings