Civic Intelligence

PTA Texas Congress Zilker Elementary School

990EZ • Fiscal year 2021 • EIN 74-6085732

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 06, 2021

1900 Bluebonnet LaneAustin, TX 78704

(512) 414-2327

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

90th percentile

59%

Higher net margin than 90% of similar nonprofits.

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

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.

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

Asset Growth

78th percentile

42%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

22nd percentile

-38%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Up

$99,231

Up $29,577 (+42%) from 2020

Net Assets

Up

$99,231

Up $29,577 (+42%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$50,455

Down $31,048 (-38%) from 2020

Expenses

Down

$20,878

Down $88,773 (-81%) from 2020

Net Income

Up

$29,577

Up $57,725 (+205%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $24,542Liabilities 2011: $02011Assets 2012: $29,566Net Assets 2012: $29,5662012Assets 2013: $55,882Net Assets 2013: $55,8822013Assets 2014: $51,046Net Assets 2014: $51,0462014Assets 2015: $16,412Net Assets 2015: $16,4122015Assets 2016: $27,278Net Assets 2016: $27,2782016Assets 2017: $35,103Net Assets 2017: $35,1032017Assets 2018: $43,319Net Assets 2018: $43,3192018Assets 2019: $97,802Net Assets 2019: $97,8022019Assets 2020: $69,654Net Assets 2020: $69,6542020Assets 2021: $99,231Net Assets 2021: $99,2312021Assets 2022: $87,987Net Assets 2022: $87,9872022Assets 2023: $99,198Liabilities 2023: $482Net Assets 2023: $98,7162023Assets 2024: $93,964Liabilities 2024: $0Net Assets 2024: $93,9642024Assets 2025: $134,668Liabilities 2025: $555Net Assets 2025: $134,1132025

Highlighted filing

2021

Assets$99,231
Liabilities-
Net Assets$99,231

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $73,124Expenses 2011: $84,945Net Income 2011: -$11,8212011Revenue 2012: $69,222Expenses 2012: $64,198Net Income 2012: $5,0242012Revenue 2013: $66,187Expenses 2013: $39,871Net Income 2013: $26,3162013Revenue 2014: $60,258Expenses 2014: $65,094Net Income 2014: -$4,8362014Revenue 2015: $90,810Expenses 2015: $125,444Net Income 2015: -$34,6342015Revenue 2016: $114,339Expenses 2016: $103,473Net Income 2016: $10,8662016Revenue 2017: $85,804Expenses 2017: $77,979Net Income 2017: $7,8252017Revenue 2018: $110,429Expenses 2018: $102,213Net Income 2018: $8,2162018Revenue 2019: $119,043Expenses 2019: $64,560Net Income 2019: $54,4832019Revenue 2020: $81,503Expenses 2020: $109,651Net Income 2020: -$28,1482020Revenue 2021: $50,455Expenses 2021: $20,878Net Income 2021: $29,5772021Revenue 2022: $40,764Expenses 2022: $52,008Net Income 2022: -$11,2442022Revenue 2023: $263,357Expenses 2023: $250,203Net Income 2023: $13,1542023Revenue 2024: $131,118Expenses 2024: $135,870Net Income 2024: -$4,7522024Revenue 2025: $220,390Expenses 2025: $260,281Net Income 2025: -$39,8912025

Highlighted filing

2021

Revenue$50,455
Expenses$20,878
Net Income$29,577
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 6, 2021
Return Version
2020v4.1
Gross Receipts
$60,507
Mission and Program Overview

Mission

To support educational enrichment of all zilker students

Program Services

DescriptionGrantsExpenses
TEACHER DEVELOPMENT/APPRECIATION: PROVIDE TRAINING FOR TEACHERS AS WELL AS APPRECIATION FOR WORK DONE. EXPENSES OF $8,833.COUNSELING: PROVIDE TRAINING AND SUPPLIES FOR COUNSELOR NEEDS. EXPENSES OF $450.$0$9,283
ARTS IN ED: MOVEMENT PROGRAMS,FIELD TRIPS, MUSICIAN VISITS, THEATER PERFORMANCES, EVERY STUDENTBENEFITS$0$4,391
SCHOOLWIDE SPANISH PROGRAMEVERY STUDENT BENEFITS$0$1,408
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGIE OBERMANPresidentPT$0--
BEERAL GUPTAVice President,ProgramsPT$0--
MICHELLE ARVENSONVice President,MembershipPT$0--
JENNIFER HELMSTreasurerPT$0--
ALLISON SNYDERSecretaryPT$0--
SUSIE TURKParliamentarianPT$0--
ANNA DESMONDHistorianPT$0--
HOLLY LIVINGSTONCommunicationsPT$0--
CONNOLLY LEESVice President, Volunteer CoordinatorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pta Events$55,616$55,616$6,579$49,037
Total Events$55,616$55,616$6,579$49,037
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress Zilker Elementary School
EIN
74-6085732
Phone
5124142327
Address
1900 BLUEBONNET LANE, AUSTIN, TX 78704

Signing Officer

Name
Steve Hoffman
Title
Treasurer
Phone
5124142327
Signed
2021-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Maese Fulmer Cpas Pllc
Address
109 S HARRIS ST STE 120, ROUND ROCK, TX 78664
Preparer
Ben Maese
Phone
5123880582
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Teacher development/appreciation: provide training for teachers as well as appreciation for work done. Expenses of $8,833.

Pt III, Line 31

Counseling: provide training and supplies for counselor needs. Expenses of $450.

Form 990EZ, Part I, Line 16

Teacher appreciation/development 8833.

Form 990EZ, Part I, Line 16

MEMBERSHIP 5796.

Form 990EZ, Part I, Line 16

SPANISH PROGRAM 1408.

Form 990EZ, Part I, Line 16

ARTS & EDUCATION 4391.

Form 990EZ, Part I, Line 16

COUNSELOR NEEDS 450.

Raw XML Appendix239 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05127409515
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGIE OBERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEERAL GUPTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHELLE ARVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER HELMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALLISON SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSIE TURK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANNA DESMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HOLLY LIVINGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CONNOLLY LEES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT,PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT,MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT, VOLUNTEER COORDINATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020878
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT EDUCATIONAL ENRICHMENT OF ALL ZILKER STUDENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ARTS IN ED: MOVEMENT PROGRAMS,FIELD TRIPS, MUSICIAN VISITS, THEATER PERFORMANCES, EVERY STUDENTBENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOLWIDE SPANISH PROGRAMEVERY STUDENT BENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER DEVELOPMENT/APPRECIATION: PROVIDE TRAINING FOR TEACHERS AS WELL AS APPRECIATION FOR WORK DONE. EXPENSES OF $8,833.COUNSELING: PROVIDE TRAINING AND SUPPLIES FOR COUNSELOR NEEDS. EXPENSES OF $450.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04391
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11408
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29283
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06579
IRS990EZ/SpecialEventsNetIncomeLossAmt049037
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020878
IRS990EZ/TotalProgramServiceExpensesAmt015082
IRS990EZ/TotalRevenueAmt050455
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01707
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02533
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02826
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0148846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0125900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0118919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0456321
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt078919
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt078919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PTA EVENTS
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055616
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TEACHER DEVELOPMENT/APPRECIATION: PROVIDE TRAINING FOR TEACHERS AS WELL AS APPRECIATION FOR WORK DONE. EXPENSES OF $8,833.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COUNSELING: PROVIDE TRAINING AND SUPPLIES FOR COUNSELOR NEEDS. EXPENSES OF $450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER APPRECIATION/DEVELOPMENT 8833.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERSHIP 5796.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPANISH PROGRAM 1408.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ARTS & EDUCATION 4391.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COUNSELOR NEEDS 450.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE HOFFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05124142327
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS ZILKER ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746085732
ReturnHeader/Filer/PhoneNum05124142327
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 BLUEBONNET LANE
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAESE FULMER CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0109 S HARRIS ST STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROUND ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078664
ReturnHeader/PreparerPersonGrp/PhoneNum05123880582
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEN MAESE
ReturnHeader/ReturnTs02021-11-02T11:14:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOFFMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.01$1.34$2.20$2.60$0.40
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$1.31$1.36$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$2.63$2.50$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.41$0.52$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.50$0.21$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.82$1.10$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.98$1.19$0.65$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.43$1.10$1.02$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$0.86$0.78$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.27$1.14$1.03$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.91$1.25$0.35
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.60$0.65$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.56$0.66$0.40$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$0.69$0.64$0.05
2011Summary only. Only limited summary data is available for this year.$0.25$0.00$0.73$0.85$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits