Civic Intelligence

PTA Texas Congress Highland Park Elementary School

990 • Fiscal year 2018 • EIN 74-6085696

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 05, 2018

4900 Fairview DriveAustin, TX 78731-5422

(512) 414-2090

Siviq Scores

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

Liabilities / Assets

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

50th percentile

0.9%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$232,506

Up $2,085 (+0.9%) from 2017

Net Assets

Up

$224,860

Up $9,445 (+4.4%) from 2017

Liabilities

Down

$7,646

Down $7,360 (-49%) from 2017

Revenue

Up

$346,291

Up $56,967 (+20%) from 2017

Expenses

Up

$336,846

Up $75,933 (+29%) from 2017

Net Income

Down

$9,445

Down $18,966 (-67%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $190,677Liabilities 2010: $52,688Net Assets 2010: $137,9892010Assets 2011: $252,394Liabilities 2011: $66,745Net Assets 2011: $185,6492011Assets 2012: $270,668Liabilities 2012: $61,691Net Assets 2012: $208,9772012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $269,835Liabilities 2014: $76,651Net Assets 2014: $193,1842014Assets 2015: $276,144Liabilities 2015: $56,410Net Assets 2015: $219,7342015Assets 2016: $207,959Liabilities 2016: $20,955Net Assets 2016: $187,0042016Assets 2017: $230,421Liabilities 2017: $15,006Net Assets 2017: $215,4152017Assets 2018: $232,506Liabilities 2018: $7,646Net Assets 2018: $224,8602018Assets 2019: $286,295Liabilities 2019: $7,312Net Assets 2019: $278,9832019Assets 2020: $276,876Liabilities 2020: $3,606Net Assets 2020: $273,2702020Assets 2021: $216,700Liabilities 2021: $2,500Net Assets 2021: $214,2002021Assets 2022: $221,843Liabilities 2022: $24,138Net Assets 2022: $197,7052022Assets 2023: $251,468Liabilities 2023: $45,755Net Assets 2023: $205,7132023Assets 2024: $242,065Liabilities 2024: $19,233Net Assets 2024: $222,8322024Assets 2025: $236,531Liabilities 2025: $9,571Net Assets 2025: $226,9602025

Highlighted filing

2018

Assets$232,506
Liabilities$7,646
Net Assets$224,860

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $223,8612010Revenue 2011: $249,991Expenses 2011: $202,331Net Income 2011: $47,6602011Revenue 2012: $239,886Expenses 2012: $211,614Net Income 2012: $28,2722012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $241,219Expenses 2014: $205,759Net Income 2014: $35,4602014Revenue 2015: $255,749Expenses 2015: $229,200Net Income 2015: $26,5492015Revenue 2016: $254,132Expenses 2016: $319,821Net Income 2016: -$65,6892016Revenue 2017: $289,324Expenses 2017: $260,913Net Income 2017: $28,4112017Revenue 2018: $346,291Expenses 2018: $336,846Net Income 2018: $9,4452018Revenue 2019: $340,639Expenses 2019: $286,516Net Income 2019: $54,1232019Revenue 2020: $319,147Expenses 2020: $324,860Net Income 2020: -$5,7132020Revenue 2021: $156,687Expenses 2021: $215,757Net Income 2021: -$59,0702021Revenue 2022: $246,268Expenses 2022: $262,763Net Income 2022: -$16,4952022Revenue 2023: $277,264Expenses 2023: $269,256Net Income 2023: $8,0082023Revenue 2024: $253,880Expenses 2024: $301,092Net Income 2024: -$47,2122024Revenue 2025: $230,212Expenses 2025: $226,084Net Income 2025: $4,1282025

Highlighted filing

2018

Revenue$346,291
Expenses$336,846
Net Income$9,445
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 5, 2018
Return Version
2017v2.0
Gross Receipts
$1,378,119
Mission and Program Overview

Mission

Pta texas congress highland park elementary school is a support organization for the students and faculty of highland park elementary school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$100,632$100,232▼ $400
Cash and Non-Interest-Bearing Accounts$86,262$86,061▼ $201
Accounts Receivable$37,200$38,100▲ $900
Prepaid Expenses and Deferred Charges$6,227$8,113▲ $1,886
Inventories for Sale or Use$100--
Total Assets$230,421$232,506▲ $2,085
Liabilities
Accounts Payable and Accrued Expenses$253$7,035▲ $6,782
Deferred Revenue$14,753$611▼ $14,142
Total Liabilities$15,006$7,646▼ $7,360
Net Assets / Fund Balance
Unrestricted Net Assets$215,415$224,860▲ $9,445
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$215,415$224,860▲ $9,445
Total Liabilities and Net Assets / Fund Balance$230,421$232,506▲ $2,085
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michele FentonPresident
Heidi MurphyVice President
Crystal CottiAsst. Treasurer
Mary Ellen WestCommunications
Emily McGinnisHistorian
Katie PenaHP Principal
Sherry CarrollParliamentarian
Adrienne HensleySecretary
Susan OlsonTeacher Rep.
Doug WolfeTreasurer
Stacy GunkelVP Fundraising
January PfiesterWebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$136,399
Program Service Revenue
$0
Investment Income
$257
Other Revenue
$209,635
All Other Contributions
$99,315
Change in Net Assets
$9,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$323,699
Other Expenses$13,147
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$323,699--$323,699
Other Expenses$2,137$0$0$2,137
Information Technology$1,913--$1,913
Insurance$685--$685
Fees for Services Accounting$543--$543
Office Expenses$414--$414
Total Functional Expenses$336,846$0$0$336,846
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Highland Park ElementaryPflugerville, TX-School Support$323,699
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,217,223
Fundraising Direct Expenses$1,020,844
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grocery Card$989,609$989,609$966,591$23,018
Fling$130,805$130,805$24,153$106,652
Total Events$1,217,224$1,217,224$1,020,845$196,379
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

Governance Explanations

Form 990, Part VI, Section A, Line 6

Members

Form 990, Part VI, Section A, Line 7A

Entire pta membership elects officers annually

Form 990, Part VI, Section B, Line 11B

Treasurer reviews form 990 in detail

Form 990, Part VI, Section B, Line 12C

All Board members must be in compliance at the annual election

Form 990, Part VI, Section C, Line 19

Governing documents are in the offices of highland park elementary school, and available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress Highland Park Elementary School
EIN
74-6085696
Phone
5124142090
Address
4900 Fairview Drive, Austin, TX 78731-5422

Signing Officer

Name
Doug Wolfe
Title
Treasurer
Phone
5124142090
Signed
2018-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Wolfe
Formed
2000
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
200

Preparer

Firm
Melody Ryan Accounting
Address
1012 Ripley Castle Cove, Pflugerville, TX 78660
Preparer
Melody Ryan
Phone
5129899061
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Webmaster
IRS990/Form990PartVIISectionAGrp/TitleTxt3Teacher Rep.
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt8VP Fundraising
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06227
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08113
IRS990/PrincipalOfficerNm0Doug Wolfe
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0123043
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0249682
IRS990/PYInvestmentIncomeAmt036
IRS990/PYOtherExpensesAmt011231
IRS990/PYOtherRevenueAmt0166245
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt028411
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0260913
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0289324
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt09445
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0346291
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100632
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0136399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0123043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt071247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt053450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0456498
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0257
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01353622
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01388201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01275727
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01331240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01487204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06835994
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0257
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0383
IRS990ScheduleA/InvestmentIncomeCYPct00.00005
IRS990ScheduleA/InvestmentIncomePYPct00.00003
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99995
IRS990ScheduleA/PublicSupportPY509Pct00.99997
IRS990ScheduleA/PublicSupportTotal509Amt07292492
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01490021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01511244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01348086
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01402487
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01540654
IRS990ScheduleA/Total509Grp/TotalAmt07292492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01490278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01511280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01348116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01402517
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01540684
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07292875
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01020845
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Grocery Card
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fling
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0989609
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0130805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt096810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01217224
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0989609
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0130805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt096810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01217224
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0196379
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt030101
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01020845
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0966591
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt024153
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0323699
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0School Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Highland Park Elementary
IRS990ScheduleI/RecipientTable/RecipientEIN0746000064

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.10$2.27$2.30$2.26$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.19$2.23$2.54$3.01$0.47
2023Detailed filing. Detailed filing data is available for this year.$2.51$0.46$2.06$2.77$2.69$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.24$1.98$2.46$2.63$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.03$2.14$1.57$2.16$0.59
2020Detailed filing. Detailed filing data is available for this year.$2.77$0.04$2.73$3.19$3.25$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.07$2.79$3.41$2.87$0.54
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.08$2.25$3.46$3.37$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.30$0.15$2.15$2.89$2.61$0.28
2016Summary only. Only limited summary data is available for this year.$2.08$0.21$1.87$2.54$3.20$0.66
2015Summary only. Only limited summary data is available for this year.$2.76$0.56$2.20$2.56$2.29$0.27
2014Summary only. Only limited summary data is available for this year.$2.70$0.77$1.93$2.41$2.06$0.35
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$2.71$0.62$2.09$2.40$2.12$0.28
2011Summary only. Only limited summary data is available for this year.$2.52$0.67$1.86$2.50$2.02$0.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.53$1.38$2.24