Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2015 • EIN 74-6085768

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization ProfileN/A
6455 Gladys AveBeaumont, TX 77706

(409) 617-5900

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

6.3%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$20,573

Up $4,267 (+26%) from 2014

Net Assets

Up

$20,573

Up $4,709 (+30%) from 2014

Liabilities

Down

$0

Down $442 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin71st percentile

Revenue

Up

$28,279

Up $1,670 (+6.3%) from 2014

Expenses

Up

$24,011

Up $4,848 (+25%) from 2014

Net Income

Down

$4,268

Down $3,178 (-43%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$30K$20K$10K$0Assets 2012: $19,943Net Assets 2012: $19,9432012Assets 2013: $8,523Net Assets 2013: $8,5232013Assets 2014: $16,306Liabilities 2014: $442Net Assets 2014: $15,8642014Assets 2015: $20,573Liabilities 2015: $0Net Assets 2015: $20,5732015Assets 2016: $21,987Net Assets 2016: $21,9872016Assets 2017: $19,395Net Assets 2017: $19,3952017

Highlighted filing

2015

Assets$20,573
Liabilities$0
Net Assets$20,573
Open 2015 Filing

Operations Trend

Revenue Growth58th percentile

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

$40K$20K$0-$20KRevenue 2012: $28,545Expenses 2012: $30,081Net Income 2012: -$1,5362012Revenue 2013: $27,299Expenses 2013: $38,719Net Income 2013: -$11,4202013Revenue 2014: $26,609Expenses 2014: $19,163Net Income 2014: $7,4462014Revenue 2015: $28,279Expenses 2015: $24,011Net Income 2015: $4,2682015Revenue 2016: $24,525Expenses 2016: $23,296Net Income 2016: $1,2292016Revenue 2017: $24,498Expenses 2017: $27,461Net Income 2017: -$2,9632017

Highlighted filing

2015

Revenue$28,279
Expenses$24,011
Net Income$4,268
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$59,318
Mission and Program Overview

Mission

PUBLIC SCHOOL SUPPORT

Program Services

DescriptionGrantsExpenses
SUPPORT MARSHALL MIDDLE SCHOOL ACTIVITIES THAT ENHANCE THE SCHOOL AND STUDENT ENVIRONMENT.-$22,774
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY DEANPresident-$0--
MELANIE LEONARDTreasurer-$0--
POLLY BUTLERVice Preside-$0--
ROBIN CANSLERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Marshall Middle School Pta
EIN
74-6085768
Phone
4096175900
Address
6455 GLADYS AVE, BEAUMONT, TX 77706

Signing Officer

Name
Melanie Leonard
Title
Treasurer
Phone
4096175900
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Mcclelland Samuel Fehnel & Busch Llp
Address
PO BOX 7570, BEAUMONT, TX 77726-7570
Preparer
Brian Mcclelland
Phone
4098994900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 133 office supplies 162 insurance 395 8th grade day & dance 5,669 arts in education 162 bmac dues 75 field day 1,667 hospitality 2,186 president's fund 784 pta/bisd events 89 running start 415 scholarships 500 teacher wish lists 11,227 total 23,464”

Form 990-ez, Part I, Line 20

“Prior period adjustment 442”

Form 990-ez, Part II, Line 26

“ESCROW ACCOUNT 442 0”

Raw XML Appendix160 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/BusinessNameLine1Txt0MELANIE LEONARD
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0MARSHALL MIDDLE SCHOOL PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum04096513901
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06455 GLADYS AVE
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt06455 GLADYS AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAUMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077706
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016305
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020573
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04593
IRS990EZ/CostOfGoodsSoldAmt027417
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04268
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016305
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020573
IRS990EZ/FundraisingGrossIncomeAmt09439
IRS990EZ/GrossProfitLossSlsOfInvntryAmt017806
IRS990EZ/GrossReceiptsAmt059318
IRS990EZ/GrossSalesOfInventoryAmt045223
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt063
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015863
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020573
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015863
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020573
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELANIE LEONARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2POLLY BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBIN CANSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0442
IRS990EZ/OtherExpensesTotalAmt023464
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL SUPPORT
IRS990EZ/PrintingPublicationsPostageAmt0147
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT MARSHALL MIDDLE SCHOOL ACTIVITIES THAT ENHANCE THE SCHOOL AND STUDENT ENVIRONMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022774
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03622
IRS990EZ/SpecialEventsNetIncomeLossAmt05817
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0442
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024011
IRS990EZ/TotalProgramServiceExpensesAmt022774
IRS990EZ/TotalRevenueAmt028279
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05259
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017835
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt069
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0213
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt054725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048074
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt046491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0243045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt069
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0213
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99870
IRS990ScheduleA/PublicSupportTotal509Amt0260880
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050518
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049022
IRS990ScheduleA/Total509Grp/TotalAmt0260880
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050565
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt051030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049091
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0261093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 133 OFFICE SUPPLIES 162 INSURANCE 395 8TH GRADE DAY & DANCE 5,669 ARTS IN EDUCATION 162 BMAC DUES 75 FIELD DAY 1,667 HOSPITALITY 2,186 PRESIDENT'S FUND 784 PTA/BISD EVENTS 89 RUNNING START 415 SCHOLARSHIPS 500 TEACHER WISH LISTS 11,227 TOTAL 23,464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD ADJUSTMENT 442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ESCROW ACCOUNT 442 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELANIE LEONARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04096175900
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0746085768
ReturnHeader/Filer/PhoneNum04096175900
ReturnHeader/Filer/USAddress/AddressLine1Txt06455 GLADYS AVE
ReturnHeader/Filer/USAddress/CityNm0BEAUMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077706
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760280553
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCLELLAND SAMUEL FEHNEL & BUSCH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7570
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0777267570
ReturnHeader/PreparerPersonGrp/PhoneNum04098994900
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN MCCLELLAND
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-16T16:13:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,573
Liabilities
$0
Net assets
$20,573
Revenue
$28,279
Expenses
$24,011
Net income
$4,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$19.4$24.5$27.5$2.96
2016Detailed filing. Detailed filing data is available for this year.$22.0$22.0$24.5$23.3$1.23
2015Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$28.3$24.0$4.27
2014Detailed filing. Detailed filing data is available for this year.$16.3$0.44$15.9$26.6$19.2$7.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.52$8.52$27.3$38.7$11.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$19.9$28.5$30.1$1.54
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits