Civic Intelligence

PTA Texas Congress Wm B Travis Elementa

990EZ • Fiscal year 2017 • EIN 74-6086297

Jun 01, 2016 to May 31, 2017 • Filed on Jul 31, 2017

Organization Profilewww.TravisPTA.org
3311 Beauchamp StHouston, TX 77009

(713) 802-4790

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

60th percentile

8.0%

Higher net margin than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

-0.6%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$143,408

Up $13,215 (+10%) from 2016

Net Assets

$143,408

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Down

$164,473

Down $1,016 (-0.6%) from 2016

Expenses

Down

$151,258

Down $3,565 (-2.3%) from 2016

Net Income

Up

$13,215

Up $2,549 (+24%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $93,897Liabilities 2011: $02011Assets 2012: $169,069Liabilities 2012: $02012Assets 2013: $197,837Liabilities 2013: $0Net Assets 2013: $197,8372013Assets 2014: $183,192Liabilities 2014: $02014Assets 2015: $119,527Liabilities 2015: $02015Assets 2016: $130,193Liabilities 2016: $02016Assets 2017: $143,408Net Assets 2017: $143,4082017Assets 2018: $164,372Liabilities 2018: $0Net Assets 2018: $164,3722018Assets 2019: $163,910Liabilities 2019: $0Net Assets 2019: $163,9102019Assets 2020: $61,750Liabilities 2020: $0Net Assets 2020: $61,7502020Assets 2021: $45,446Liabilities 2021: $0Net Assets 2021: $45,4462021Assets 2022: $68,405Liabilities 2022: $0Net Assets 2022: $68,4052022Assets 2023: $78,399Liabilities 2023: $769Net Assets 2023: $77,6302023Assets 2024: $84,411Liabilities 2024: $155Net Assets 2024: $84,2562024Assets 2025: $114,235Liabilities 2025: $62Net Assets 2025: $114,1732025

Highlighted filing

2017

Assets$143,408
Liabilities-
Net Assets$143,408
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $108,309Expenses 2011: $92,653Net Income 2011: $15,6562011Revenue 2012: $183,470Expenses 2012: $108,298Net Income 2012: $75,1722012Revenue 2013: $193,925Expenses 2013: $165,157Net Income 2013: $28,7682013Revenue 2014: $132,589Expenses 2014: $147,234Net Income 2014: -$14,6452014Revenue 2015: $165,932Expenses 2015: $229,597Net Income 2015: -$63,6652015Revenue 2016: $165,489Expenses 2016: $154,823Net Income 2016: $10,6662016Revenue 2017: $164,473Expenses 2017: $151,258Net Income 2017: $13,2152017Revenue 2018: $181,647Expenses 2018: $160,683Net Income 2018: $20,9642018Revenue 2019: $196,032Expenses 2019: $196,494Net Income 2019: -$4622019Revenue 2020: $71,927Expenses 2020: $174,087Net Income 2020: -$102,1602020Revenue 2021: $41,166Expenses 2021: $57,470Net Income 2021: -$16,3042021Revenue 2022: $95,674Expenses 2022: $72,715Net Income 2022: $22,9592022Revenue 2023: $132,459Expenses 2023: $123,234Net Income 2023: $9,2252023Revenue 2024: $138,947Expenses 2024: $132,321Net Income 2024: $6,6262024Revenue 2025: $279,949Expenses 2025: $250,032Net Income 2025: $29,9172025

Highlighted filing

2017

Revenue$164,473
Expenses$151,258
Net Income$13,215
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jul 31, 2017
Return Version
2016v3.0
Gross Receipts
$199,443
Mission and Program Overview

Mission

Providing educational support for william b travis elementary school teachers, administrators, and students and their families

Program Services

DescriptionGrantsExpenses
Instructional programs and supplies that benefit entire Elementary$108,713$108,713
Teacher and Staff support$32,391$32,391
Special education events and parenting education that benefited students, family, and community$3,618$3,618
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth CoffmanPresidentPT$0--
Jennifer TeagueVice PresidentPT$0--
Tamara SteeleTreasurerPT$0--
Elvira SalazarSecretary-$0--
Allison KirbyVice PresidentPT$0--
Laurie K Pickle WagnerVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$129,595$129,595$15,221$114,374
Carnival$39,808$39,808$8,789$31,019
Total Events$169,403$169,403$24,010$145,393
Filing and Contact Details

Filer

Filer Name
PTA Texas Congress Wm B Travis Elementa
EIN
74-6086297
Phone
7138024790
Address
3311 Beauchamp St, Houston, TX 77009

Signing Officer

Name
Tamara Steele
Title
Treasurer
Signed
2017-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Peerless CFO Services
Address
26010 Oak Ridge Dr Suite 103, Spring, TX 77380
Preparer
Janet Long
Phone
2814664670
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $144722”

Other Expenses.1002

“Office Expenses $6536”

Raw XML Appendix175 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/USAddress/AddressLine1Txt03311 Beauchamp Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0130193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0143408
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IRS990EZ/ContributionsGiftsGrantsEtcAmt014536
IRS990EZ/CostOfGoodsSoldAmt08964
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013215
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt0173683
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0144722
IRS990EZ/GrossProfitLossSlsOfInvntryAmt02260
IRS990EZ/GrossReceiptsAmt0199443
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt011224
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0130193
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0130193
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elizabeth Coffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Teague
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tamara Steele
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Elvira Salazar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Allison Kirby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Laurie K Pickle Wagner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06536
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing educational support for William B Travis Elementary school teachers, administrators, and students and their families
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Instructional programs and supplies that benefit entire Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Special education events and parenting education that benefited students, family, and community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher and Staff support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0108713
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13618
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt232391
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0108713
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13618
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt232391
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026006
IRS990EZ/SpecialEventsNetIncomeLossAmt0147677
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0151258
IRS990EZ/TotalProgramServiceExpensesAmt0144722
IRS990EZ/TotalRevenueAmt0164473
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.TravisPTA.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060801
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0173683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0174308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0123403
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0159076
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0630470
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0691271
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0199443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0195714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0129106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0167008
IRS990ScheduleA/Total509Grp/TotalAmt0691271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0199443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0195714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0129106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0167008
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0691271
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024010
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0129595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt039808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0169403
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0129595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt039808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0169403
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0145393
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024010
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015221
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $144722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $6536
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tamara Steele
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress Wm B Travis Elementa
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746086297
ReturnHeader/Filer/PhoneNum07138024790
ReturnHeader/Filer/USAddress/AddressLine1Txt03311 Beauchamp St
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077009
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peerless CFO Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026010 Oak Ridge Dr Suite 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Spring
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077380
ReturnHeader/PreparerPersonGrp/PhoneNum02814664670
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Long
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-07-31T07:42:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$143,408
Liabilities
-
Net assets
$143,408
Revenue
$164,473
Expenses
$151,258
Net income
$13,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$2.80$2.50$0.30
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$1.39$1.32$0.07
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.01$0.78$1.32$1.23$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.96$0.73$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.41$0.57$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.72$1.74$1.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$1.96$1.96$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$1.82$1.61$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.64$1.51$0.13
2016Summary only. Only limited summary data is available for this year.$1.30$0.00$1.65$1.55$0.11
2015Summary only. Only limited summary data is available for this year.$1.20$0.00$1.66$2.30$0.64
2014Summary only. Only limited summary data is available for this year.$1.83$0.00$1.33$1.47$0.15
2013Summary only. Only limited summary data is available for this year.$1.98$0.00$1.98$1.94$1.65$0.29
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$1.83$1.08$0.75
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$1.08$0.93$0.16