Civic Intelligence

PTA Texas Congress Shepard Elementary PTA

EIN 74-6086721 • 501(c)3 • Plano, TX

Profile

We are a PTA. We fundraise and use all money received to support the students and teachers.

1000 Wilson DrPlano, TX 75075
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

35th percentile

-6.2%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

22nd percentile

-42%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

40th percentile

-12%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$15,841

Down $30,518 (-66%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin35th percentile

Revenue

Down

$30,904

Down $8,708 (-22%) from 2022

Expenses

Up

$32,806

Up $16,056 (+96%) from 2022

Net Income

Down

-$1,902

Down $24,764 (-108%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $18,509Liabilities 2011: $02011Assets 2012: $132,433Liabilities 2012: $78,8112012Assets 2022: $46,359Liabilities 2022: $0Net Assets 2022: $46,3592022Assets 2024: $15,841Liabilities 2024: $02024

Highlighted filing

2024

Assets$15,841
Liabilities$0
Net Assets-
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $31,889Expenses 2011: $38,384Net Income 2011: -$6,4952011Revenue 2012: $127,009Expenses 2012: $107,948Net Income 2012: $19,0612012Revenue 2022: $39,612Expenses 2022: $16,750Net Income 2022: $22,8622022Revenue 2024: $30,904Expenses 2024: $32,806Net Income 2024: -$1,9022024

Highlighted filing

2024

Revenue$30,904
Expenses$32,806
Net Income-$1,902
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$15,841
Liabilities
$0
Net assets
-
Revenue
$30,904
Expenses
$32,806
Net income
-$1,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$0.16$0.00$0.31$0.33$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.40$0.17$0.23
2012Summary only. Only limited summary data is available for this year.$1.32$0.79$1.27$1.08$0.19
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.32$0.38$0.06
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jun 1, 2021
Return Version
2021v4.0
Gross Receipts
$39,612
Mission and Program Overview

Mission

charitable and educational purposes

We are a PTA. We fundraise and use all money received to support the students and teachers.

Program Services

DescriptionGrantsExpenses
This is a PTA. We provide social experience, supplies and assistance for the staff and students.$500$34,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daina DaltonPresident-$0--
Jackie BentleyTreasurer-$0--
Denise GoodingVP Programs-$0--
Tracy HoweVP Ways And Means-$0--
Alyssa BriggsVP Membershiop-$0--
Lauren RopbersonVP Volunteers-$0--
Molly EnglerthVP Communicaitons-$0--
Jessica ParkerSecretary-$0--
Isador PattersonParliamentarian-$0--
Kristin BishopPrinciple-$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
74-6086721
Phone
4699109265
Address
1000 Wilson Dr, Plano, TX 75075

Signing Officer

Name
Daina Dalton
Title
Treasurer
Phone
4699109265
Signed
2021-06-01
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Beckywashington foundation”

Raw XML Appendix194 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/PhoneNum04699109265
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01912 Greenway Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075075
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023497
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/FundraisingGrossIncomeAmt037000
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0750
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Daina Dalton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jackie Bentley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Denise Gooding
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tracy Howe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alyssa Briggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lauren Ropberson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Molly Englerth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jessica Parker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Isador Patterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Kristin Bishop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Membershiop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP Communicaitons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Principle
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0We are a PTA. We fundraise and use all money received to support the students and teachers.
IRS990EZ/PrintingPublicationsPostageAmt01000
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0This is a PTA. We provide social experience, supplies and assistance for the staff and students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034000
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt034000
IRS990EZ/TotalRevenueAmt039612
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0non profit PTA
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0All bylaws and standing rules are posted on website
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Beckywashington foundation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Daina Dalton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04699109265
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Shepard Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746086721
ReturnHeader/Filer/PhoneNum04699109265
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 Wilson Dr
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075075
ReturnHeader/ReturnTs02022-09-08T09:06:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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