Civic Intelligence

PTA Texas Congress - 632 Bryker Woods Elementary

990 • Fiscal year 2014 • EIN 74-6085685

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 06, 2015

3309 Kerbey Lane78703

(512) 414-2054

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

9th percentile

-30%

Higher net margin than 9% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

5th percentile

-34%

Faster asset growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-9.4%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$60,977

Down $31,894 (-34%) from 2013

Net Assets

Down

$60,977

Down $31,894 (-34%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$105,710

Down $11,010 (-9.4%) from 2013

Expenses

Up

$137,604

Up $40,217 (+41%) from 2013

Net Income

Down

-$31,894

Down $51,227 (-265%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $83,201Liabilities 2011: $02011Assets 2012: $73,538Liabilities 2012: $0Net Assets 2012: $73,5382012Assets 2013: $92,871Liabilities 2013: $0Net Assets 2013: $92,8712013Assets 2014: $60,977Liabilities 2014: $0Net Assets 2014: $60,9772014Assets 2015: $78,611Liabilities 2015: $0Net Assets 2015: $78,6112015Assets 2016: $51,467Liabilities 2016: $0Net Assets 2016: $51,4672016Assets 2017: $86,717Liabilities 2017: $0Net Assets 2017: $86,7172017Assets 2018: $113,082Net Assets 2018: $113,0822018Assets 2019: $132,416Net Assets 2019: $132,4162019Assets 2020: $149,514Net Assets 2020: $149,5142020Assets 2021: $160,842Net Assets 2021: $160,8422021Assets 2022: $191,111Net Assets 2022: $191,1112022Assets 2023: $159,554Net Assets 2023: $159,5542023Assets 2024: $145,079Net Assets 2024: $145,0792024Assets 2025: $149,083Net Assets 2025: $149,0832025

Highlighted filing

2014

Assets$60,977
Liabilities$0
Net Assets$60,977

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $98,577Expenses 2011: $69,006Net Income 2011: $29,5712011Revenue 2012: $101,143Expenses 2012: $110,812Net Income 2012: -$9,6692012Revenue 2013: $116,720Expenses 2013: $97,387Net Income 2013: $19,3332013Revenue 2014: $105,710Expenses 2014: $137,604Net Income 2014: -$31,8942014Revenue 2015: $138,292Expenses 2015: $118,347Net Income 2015: $19,9452015Revenue 2016: $124,253Expenses 2016: $151,397Net Income 2016: -$27,1442016Revenue 2017: $173,656Expenses 2017: $138,406Net Income 2017: $35,2502017Revenue 2018: $143,215Expenses 2018: $116,850Net Income 2018: $26,3652018Revenue 2019: $157,926Expenses 2019: $138,592Net Income 2019: $19,3342019Revenue 2020: $153,094Expenses 2020: $135,996Net Income 2020: $17,0982020Revenue 2021: $80,667Expenses 2021: $62,057Net Income 2021: $18,6102021Revenue 2022: $106,321Expenses 2022: $76,725Net Income 2022: $29,5962022Revenue 2023: $73,828Expenses 2023: $106,233Net Income 2023: -$32,4052023Revenue 2024: $122,801Expenses 2024: $137,276Net Income 2024: -$14,4752024Revenue 2025: $124,577Expenses 2025: $120,573Net Income 2025: $4,0042025

Highlighted filing

2014

Revenue$105,710
Expenses$137,604
Net Income-$31,894
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 6, 2015
Return Version
2013v4.0
Gross Receipts
$582,512
Mission and Program Overview

Mission

To support and enhance students' elementary school education.

To support and enhance students' elementary education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$92,871$60,977▼ $31,894
Total Assets$92,871$60,977▼ $31,894
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$92,871$60,977▼ $31,894
Total Net Assets Fund Balance$92,871$60,977▼ $31,894
Total Liabilities and Net Assets / Fund Balance$92,871$60,977▼ $31,894
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dan FloydPresident
Michele Murphy1st Vice President
Aubrey WordBudget VP
Laura Van SlykeSecretary
Sam PorterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,449
Program Service Revenue
$871
Investment Income
$295
Other Revenue
$44,095
All Other Contributions
$60,449
Change in Net Assets
$-31,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,604
Total Fundraising Expense$628
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$34,750$0$0$34,750
Occupancy$7,958$0$0$7,958
Other Expenses$0$0$628$628
Total Functional Expenses$136,976$0$628$137,604
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,221
Fundraising Direct Expenses$10,802
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$23,390$23,390$488$22,902
Event 2$15,831$15,831$1,286$14,545
Total Events$39,221$39,221$10,802$28,419
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
74-6085685
Phone
5124142054

Signing Officer

Name
Aubrey Word
Title
Vice-president-budget
Phone
5124142054
Signed
2015-02-06

Organization Details

Principal Officer
Aubrey Word
Formed
1967
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
150

Preparer

Preparer
Donna R Davis CPA
Phone
5123811490
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The return's filing is announced at the next general meeting

Pt VI, Line 11B

after filing and is made available to all members upon request.

Pt VI, Line 12C

The Conflict of Interest Policy is reviewed and agreed upon

Pt VI, Line 12C

annually by the officers with the signed document kept

Pt VI, Line 12C

as a permenent record. Other internal controls are:

Pt VI, Line 12C

At least two individuals must be present when any funds are

Pt VI, Line 12C

counted. At least one officer must be present when funds

Pt VI, Line 12C

are counted at a large event. Two signatures are required

Pt VI, Line 12C

on all checks.

Pt VI, Line 19

Financial statements are presented at all board meetings

Pt VI, Line 19

and general meetings. At all general meetings, the members

Pt VI, Line 19

are advised of the organization's full transparency

Pt VI, Line 19

policy and that all governing documents and the conflict

Pt VI, Line 19

of interest policy are available upon request.

Part III, Line 4D

A description of Other Program Services, including

Part III, Line 4D

related expenses and revenue, is listed on the attached

Part III, Line 4D

Supporting Statement. There are 383 students and 35

Part III, Line 4D

teachers who are served by these programs.

Form 990, Part III, Line 4D

Other program services 37506. 0. 10288.

Raw XML Appendix391 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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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028419
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01774
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0488
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01286
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01009
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0421
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01430
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return's filing is announced at the next general meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1after filing and is made available to all members upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Conflict of Interest Policy is reviewed and agreed upon
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3annually by the officers with the signed document kept
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4as a permenent record. Other internal controls are:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5At least two individuals must be present when any funds are
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6counted. At least one officer must be present when funds
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7are counted at a large event. Two signatures are required
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8on all checks.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Financial statements are presented at all board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10and general meetings. At all general meetings, the members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11are advised of the organization's full transparency
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12policy and that all governing documents and the conflict
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13of interest policy are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14A description of Other Program Services, including
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15related expenses and revenue, is listed on the attached
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Supporting Statement. There are 383 students and 35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17teachers who are served by these programs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18OTHER PROGRAM SERVICES 37506. 0. 10288.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt092871
IRS990/TotalAssetsEOYAmt060977
IRS990/TotalAssetsGrp/BOYAmt092871
IRS990/TotalAssetsGrp/EOYAmt060977
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt060449
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0628
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0136976
IRS990/TotalFunctionalExpensesGrp/TotalAmt0137604
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt092871
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt060977
IRS990/TotalOtherProgSrvcExpenseAmt037506
IRS990/TotalOtherProgSrvcRevenueAmt010288
IRS990/TotalProgramServiceExpensesAmt0136976
IRS990/TotalProgramServiceRevenueAmt0871
IRS990/TotalRevenueGrp/ExclusionAmt028714
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016547
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0105710
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt092871
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt060977
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt092871
IRS990/UnrestrictedNetAssetsGrp/EOYAmt060977
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103309 Kerbey Lane
IRS990/USAddress/City0Austin
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode078703
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.brykerwoodspta.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AUBREY WORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE-PRESIDENT-BUDGET
ReturnHeader/BusinessOfficerGrp/PhoneNum05124142054
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTA Texas Congress - Bryker Woods Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746085685
ReturnHeader/Filer/PhoneNum05124142054
ReturnHeader/Filer/USAddress/AddressLine103309 Kerbey Lane
ReturnHeader/Filer/USAddress/City0Austin
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Texas Association of Nonprofit Organizations
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109011 Mountain Ridge Drive Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode078759
ReturnHeader/PreparerPersonGrp/PhoneNum05123811490
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA R DAVIS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-09T22:10:06-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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.$1.49$1.49$1.25$1.21$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.45$1.45$1.23$1.37$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.74$1.06$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.91$1.91$1.06$0.77$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.81$0.62$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.50$1.50$1.53$1.36$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.32$1.32$1.58$1.39$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.13$1.13$1.43$1.17$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.74$1.38$0.35
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.24$1.51$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.38$1.18$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.06$1.38$0.32
2013Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$1.17$0.97$0.19
2012Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$1.01$1.11$0.10
2011Summary only. Only limited summary data is available for this year.$0.83$0.00$0.99$0.69$0.30