Civic Intelligence

PTA Texas Congress

EIN 74-2924638 • 501(c)3 • Leander, TX

Profile

EDUCATIONAL

800 Deercreek LaneLeander, TX 78641
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

40th percentile

-2.4%

Higher net margin than 40% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

44th percentile

-6.5%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

22nd percentile

-40%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$5,078

Down $354 (-6.5%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$5,078

Down $354 (-6.5%) from 2020

Operations
Liabilities / Revenue62nd percentileNet Margin40th percentile

Revenue

Down

$15,018

Down $9,999 (-40%) from 2020

Expenses

Down

$15,372

Down $6,977 (-31%) from 2020

Net Income

Down

-$354

Down $3,022 (-113%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0K$4.0K$2.0K$0Assets 2020: $5,432Net Assets 2020: $5,4322020Assets 2021: $5,078Liabilities 2021: $0Net Assets 2021: $5,0782021

Highlighted filing

2021

Assets$5,078
Liabilities$0
Net Assets$5,078
Open 2021 Filing

Operations Trend

Revenue Growth22nd percentile

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

$30K$20K$10K$0-$10KRevenue 2020: $25,017Expenses 2020: $22,349Net Income 2020: $2,6682020Revenue 2021: $15,018Expenses 2021: $15,372Net Income 2021: -$3542021

Highlighted filing

2021

Revenue$15,018
Expenses$15,372
Net Income-$354
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$5,078
Liabilities
$0
Net assets
$5,078
Revenue
$15,018
Expenses
$15,372
Net income
-$354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$15.0$15.4$0.35
2020Detailed filing. Detailed filing data is available for this year.$5.43$5.43$25.0$22.3$2.67
Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jul 15, 2020
Return Version
2019v5.1
Gross Receipts
$25,017
Mission and Program Overview

Mission

EDUCATIONAL

Program Services

DescriptionGrantsExpenses
BAGDAD ELEMENTARY PTA WAS ABLE TO GIVE 2,437.16 TO BAGDAD ELEMENTARY FOR LEARNING ENRICHMENTS/ FIELD TRIPS.$2,437-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOVANNA LEIVAPresidentPT$0--
JILL SMITHSecretaryPT$0--
MALISSA IVEYTreasurerPT$0--
LISA MOLINARVP FundraisingPT$0--
Filing and Contact Details

Filer

Filer Name
PTA Texas Congress
EIN
74-2924638
Address
800 DEERCREEK LANE, LEANDER, TX 78641

Signing Officer

Name
Malissa Ivey
Title
Treasurer
Phone
5128002424
Signed
2020-07-15
Discuss with paid preparer
No

Preparer

Firm
A Balanced Income Tax Service LLC
Address
1808 Burr Pkwy, Leander, TX 78641
Preparer
Malissa D Ivey
Phone
5128002424
Supplemental Narrative

Additional Explanations

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

“Administration expenses 6,283”

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

“Fundraising expenses 13,642”

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

“PROGRAM EXPENSES 2,424”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0A BALANCED INCOME TAX SERVICE LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum05128002424
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01808 BURR PKWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEANDER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078641
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02764
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05432
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023812
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02668
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt02764
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05432
IRS990EZ/GrossReceiptsAmt025017
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0815
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt02764
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05432
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt02764
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05432
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOVANNA LEIVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MALISSA IVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA MOLINAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP FUNDRAISING
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022349
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL
IRS990EZ/ProgramServiceRevenueAmt0390
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BAGDAD ELEMENTARY PTA WAS ABLE TO GIVE 2,437.16 TO BAGDAD ELEMENTARY FOR LEARNING ENRICHMENTS/ FIELD TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02437
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt022349
IRS990EZ/TotalRevenueAmt025017
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http//bagdad.my-pta.org/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0815
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt023812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt023812
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0390
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0390
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt025017
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025017
IRS990ScheduleA/Total509Grp/TotalAmt025017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025017
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt025017
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATION EXPENSES 6,283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 13,642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAM EXPENSES 2,424
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MALISSA IVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05128002424
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0742924638
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 DEERCREEK LANE
ReturnHeader/Filer/USAddress/CityNm0LEANDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078641
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A234DF51C7C3487662E00B0EAB3FC6E258A788A6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A234DF51C7C3487662E00B0EAB3FC6E258A788A6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07091072020197tuyis6i
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.156.89.28
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm020:15:59
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A Balanced Income Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01808 Burr Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Leander
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078641
ReturnHeader/PreparerPersonGrp/PhoneNum05128002424
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Malissa D Ivey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-15T03:49:17-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits