Civic Intelligence

PTA Texas Congress5336 Valley Oaks Elementary

990 • Fiscal year 2020 • EIN 74-6086286

Aug 01, 2019 to Jul 31, 2020 • Filed on Mar 16, 2020

8390 Westview DriveHouston, TX 77055-6738

(713) 365-4080

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

66th percentile

17%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-0.5%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$503,686

Up $73,541 (+17%) from 2019

Net Assets

Up

$503,686

Up $73,541 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$431,800

Down $2,265 (-0.5%) from 2019

Expenses

Down

$109,315

Down $12,425 (-10%) from 2019

Net Income

Up

$322,485

Up $10,160 (+3.3%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $128,342Liabilities 2011: $1,326Net Assets 2011: $127,0162011Assets 2012: $195,757Liabilities 2012: $3,709Net Assets 2012: $192,0482012Assets 2013: $274,251Liabilities 2013: $2,980Net Assets 2013: $271,2712013Assets 2014: $245,159Liabilities 2014: $0Net Assets 2014: $245,1592014Assets 2015: $307,899Liabilities 2015: $0Net Assets 2015: $307,8992015Assets 2016: $368,010Liabilities 2016: $15Net Assets 2016: $367,9952016Assets 2017: $361,869Liabilities 2017: $15Net Assets 2017: $361,8542017Assets 2018: $325,499Liabilities 2018: $0Net Assets 2018: $325,4992018Assets 2019: $430,145Liabilities 2019: $0Net Assets 2019: $430,1452019Assets 2020: $503,686Liabilities 2020: $0Net Assets 2020: $503,6862020Assets 2021: $408,746Liabilities 2021: $0Net Assets 2021: $408,7462021Assets 2022: $678,907Liabilities 2022: $0Net Assets 2022: $678,9072022Assets 2023: $816,026Liabilities 2023: $0Net Assets 2023: $816,0262023Assets 2024: $1,120,756Liabilities 2024: $0Net Assets 2024: $1,120,7562024Assets 2025: $1,192,382Liabilities 2025: $0Net Assets 2025: $1,192,3822025

Highlighted filing

2020

Assets$503,686
Liabilities$0
Net Assets$503,686

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $125,334Expenses 2011: $83,106Net Income 2011: $42,2282011Revenue 2012: $138,783Expenses 2012: $73,751Net Income 2012: $65,0322012Expenses 2013: $63,7682013Revenue 2014: $270,811Expenses 2014: $296,923Net Income 2014: -$26,1122014Revenue 2015: $277,742Expenses 2015: $68,764Net Income 2015: $208,9782015Revenue 2016: $252,050Expenses 2016: $100,304Net Income 2016: $151,7462016Revenue 2017: $292,585Expenses 2017: $103,503Net Income 2017: $189,0822017Revenue 2018: $339,798Expenses 2018: $110,347Net Income 2018: $229,4512018Revenue 2019: $434,065Expenses 2019: $121,740Net Income 2019: $312,3252019Revenue 2020: $431,800Expenses 2020: $109,315Net Income 2020: $322,4852020Revenue 2021: $170,621Expenses 2021: $93,498Net Income 2021: $77,1232021Revenue 2022: $523,459Expenses 2022: $134,956Net Income 2022: $388,5032022Revenue 2023: $542,742Expenses 2023: $156,395Net Income 2023: $386,3472023Revenue 2024: $702,077Expenses 2024: $187,540Net Income 2024: $514,5372024Revenue 2025: $591,676Expenses 2025: $145,509Net Income 2025: $446,1672025

Highlighted filing

2020

Revenue$431,800
Expenses$109,315
Net Income$322,485
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Mar 16, 2020
Return Version
2019v5.1
Gross Receipts
$506,491
Mission and Program Overview

Mission

Child Advocacy and Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$280,912$282,939▲ $2,027
Cash and Non-Interest-Bearing Accounts$149,233$220,747▲ $71,514
Total Assets$430,145$503,686▲ $73,541
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$430,145$503,686▲ $73,541
Total Net Assets Fund Balance$430,145$503,686▲ $73,541
Total Liabilities and Net Assets / Fund Balance$430,145$503,686▲ $73,541
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kay MillerPresident
Laura WilliamsFirst Vice President
Amanda CariveauSecond Vice President
Joy McCormackThird Vice President
Sheri HarvinHistorian
Bibbin GillParlimentarian
Rebecca DavisSecretary
Julie CarrilloTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,112
Program Service Revenue
$0
Investment Income
$2,027
Other Revenue
$416,661
All Other Contributions
$8,768
Change in Net Assets
$322,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,719
Grants and Similar Amounts Paid$17,596
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,596--$17,596
Office Expenses$17,453$0$0$17,453
Other Expenses$10,182$0$0$10,182
Payments to Affiliates$5,184$0$0$5,184
Fees for Services Management$1,045$0$0$1,045
Fees for Services Accounting$0$700$0$700
Total Functional Expenses$108,615$700$0$109,315
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Valley Oaks ElementaryHouston, TX-Facility Improvement$21,309
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$441,476
Fundraising Direct Expenses$45,163
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$349,830$349,830$30,441$319,389
Jamboree$16,597$16,597$8,839$7,758
Total Events$366,427$366,427$41,543$324,884
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
Business relationship with 35% controlled entity
No
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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
PTA Texas Congress5336 Valley Oaks Elementary
EIN
74-6086286
Phone
7133654080
Address
8390 Westview Drive, Houston, TX 77055-6738

Signing Officer

Name
Kay Miller
Title
President
Phone
7133654080
Signed
2020-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same As Above
Formed
1967
Legal Domicile
TX
Voting Board Members
51
Independent Board Members
51
Employees
0
Volunteers
150

Preparer

Firm
Associated Services
Address
PO Box 431158, Houston, TX 77243
Preparer
JB Flynn EA
Phone
2815978868
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Parents & Teachers pay a small membership fee which entitles them to make decisions regarding funds raised by the organization.

Pt VI, Line 7A

The membership elects an executive board to make decision between meetings.

Pt VI, Line 7B

Most decisions made by the executive board must be approved by the membership.

Pt VI, Line 11B

The Form 990 is filed after the previous board has been replaced and the president of the board signs the work product.

Raw XML Appendix399 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/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Jamboree
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0349830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0366427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0349830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0366427
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0324884
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039280
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030441
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08839
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02263
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02263
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt021309
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Facility Improvement
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Valley Oaks Elementary
IRS990ScheduleI/RecipientTable/RecipientEIN0746001379
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08390 Westview Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077055
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Parents & Teachers pay a small membership fee which entitles them to make decisions regarding funds raised by the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The membership elects an executive board to make decision between meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Most decisions made by the executive board must be approved by the membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is filed after the previous board has been replaced and the president of the board signs the work product.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0430145
IRS990/TotalAssetsEOYAmt0503686
IRS990/TotalAssetsGrp/BOYAmt0430145
IRS990/TotalAssetsGrp/EOYAmt0503686
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt013112
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0700
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0108615
IRS990/TotalFunctionalExpensesGrp/TotalAmt0109315
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0430145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0503686
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0108615
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0398340
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020348
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0431800
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0430145
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0503686
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08390 Westview Drive
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0770556738
IRS990/VotingMembersGoverningBodyCnt051
IRS990/VotingMembersIndependentCnt051
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kay Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07133654080
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress5336 Valley Oaks Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746086286
ReturnHeader/Filer/PhoneNum07133654080
ReturnHeader/Filer/USAddress/AddressLine1Txt08390 Westview Drive
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770556738
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId089DBBF07F76DB50DD9A0FA59E4135973548424EA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId089DBBF07F76DB50DD9A0FA59E4135973548424EA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.115.167.42
ReturnHeader/FilingSecurityInformation/IPDt02020-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:53:17
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Associated Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 431158
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077243
ReturnHeader/PreparerPersonGrp/PhoneNum02815978868
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JB Flynn EA
ReturnHeader/ReturnTs02020-09-25T06:53:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

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.$1.19$0.00$1.19$0.59$0.15$0.45
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.70$0.19$0.51
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.54$0.16$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.52$0.13$0.39
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.17$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.43$0.11$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.43$0.12$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.34$0.11$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.29$0.10$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.25$0.10$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.28$0.07$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.27$0.30$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.06
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.19$0.14$0.07$0.07
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.13$0.08$0.04