Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2016 • EIN 74-6086825

Jun 01, 2015 to May 31, 2016 • Filed on Sep 28, 2016

101 Maywood DrWaco, TX 76712

(254) 761-5730

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

39th percentile

-0.8%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$9,281

Down $3,548 (-28%) from 2015

Net Assets

Down

$9,281

Down $3,548 (-28%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$25,383

Down $3,135 (-11%) from 2015

Expenses

Down

$25,593

Down $2,918 (-10%) from 2015

Net Income

Down

-$210

Down $217 (-3100%) from 2015

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2010: $28,161Liabilities 2010: $0Net Assets 2010: $28,1612010Assets 2011: $29,409Liabilities 2011: $0Net Assets 2011: $29,4092011Assets 2012: $38,165Liabilities 2012: $0Net Assets 2012: $38,1652012Assets 2013: $26,723Liabilities 2013: $0Net Assets 2013: $26,7232013Assets 2014: $11,530Liabilities 2014: $0Net Assets 2014: $11,5302014Assets 2015: $12,829Liabilities 2015: $0Net Assets 2015: $12,8292015Assets 2016: $9,281Liabilities 2016: $0Net Assets 2016: $9,2812016Assets 2017: $10,496Liabilities 2017: $0Net Assets 2017: $10,4962017

Highlighted filing

2016

Assets$9,281
Liabilities$0
Net Assets$9,281

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $33,279Expenses 2010: $26,537Net Income 2010: $6,7422010Revenue 2011: $32,101Expenses 2011: $30,853Net Income 2011: $1,2482011Revenue 2012: $36,959Expenses 2012: $28,203Net Income 2012: $8,7562012Revenue 2013: $35,851Expenses 2013: $47,293Net Income 2013: -$11,4422013Revenue 2014: $25,388Expenses 2014: $40,581Net Income 2014: -$15,1932014Revenue 2015: $28,518Expenses 2015: $28,511Net Income 2015: $72015Revenue 2016: $25,383Expenses 2016: $25,593Net Income 2016: -$2102016Revenue 2017: $19,794Expenses 2017: $17,485Net Income 2017: $2,3092017

Highlighted filing

2016

Revenue$25,383
Expenses$25,593
Net Income-$210
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 28, 2016
Return Version
2015v2.1
Gross Receipts
$48,318
Mission and Program Overview

Mission

CHILD ADVOCACY.

Program Services

DescriptionGrantsExpenses
PROVIDING EQUIPMENT, BOOKS, SUPPLIES, FUNDING FOR CLASSROOM EDUCATIONAL ENHANCEMENTS, AND ORGANIZING SPECIAL EVENTS FOR STUDENTS AND TEACHERS AT SPEEGLEVILLE ELEMENTARY SCHOOL.$0$24,678
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE POWELLCo-President-$0--
MINDY KUTZCo-President-$0--
MARIA LOZANO2nd Vice President-$0--
GLENDA MACHADO3rd Vice President-$0--
ANDY WILLIAMSSecretary-$0--
HOLLY WRIGHT HOLTZTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$16,142$16,142$9,111$7,031
School Carnival$7,999$7,999$1,311$6,688
Total Events$28,214$28,214$12,361$15,853
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress- Speegleville Elem
EIN
74-6086825
Phone
2547615730
Address
101 MAYWOOD DR, WACO, TX 76712

Signing Officer

Name
Glenda Machado
Title
Treasurer
Phone
2547615730
Signed
2016-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Jaynes Reitmeier Boyd & Therrell Pc
Address
5400 BOSQUE BLVD STE 500, WACO, TX 76710-4459
Preparer
Nancy a Toups
Phone
2547764190
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: refunds. Amount: 31.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: council expense. Amount: 240. Description: counselor fund. Amount: 72. Description: dues. Amount: 490. Description: eagles. Amount: 775. Description: end of year party. Amount: 3,816. Description: field day. Amount: 1,148. Description: field trips. Amount: 3,597. Description: foundation contribution. Amount: 100. Description: graduation. Amount: 422. Description: grandparents night. Amount: 221. Description: hospitality. Amount: 470. Description: insurance. Amount: 395. Description: lot training. Amount: 208. Description: music appreciation. Amount: 772. Description: photocopies. Amount: 437. Description: reflections. Amount: 73. Description: rocket launch. Amount: 468. Description: room mother expense. Amount: 497. Description: sales tax. Amount: 54. Description: school supplies. Amount: 405. Description: skating program. Amount: 2,313. Description: spirit program. Amount: 2,700. Description: staff expenses. Amount: 349. Description: student appreciation. Amount: 921. Description: teacher grants. Amount: 2,372. Description: teacher/staff appreciation. Amount: 1,091. Description: watch d.o.g.s. Program. Amount: 376. Total to form 990-ez, line 16: 24,782.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: prior period adjustment. Amount: -3,338.

Raw XML Appendix199 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/CityNm0WACO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE POWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MINDY KUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIA LOZANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GLENDA MACHADO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HOLLY WRIGHT HOLTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-3338
IRS990EZ/OtherExpensesTotalAmt024782
IRS990EZ/OtherRevenueTotalAmt031
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY.
IRS990EZ/PrintingPublicationsPostageAmt0161
IRS990EZ/ProgramServiceRevenueAmt01324
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING EQUIPMENT, BOOKS, SUPPLIES, FUNDING FOR CLASSROOM EDUCATIONAL ENHANCEMENTS, AND ORGANIZING SPECIAL EVENTS FOR STUDENTS AND TEACHERS AT SPEEGLEVILLE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt019932
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025593
IRS990EZ/TotalProgramServiceExpensesAmt024678
IRS990EZ/TotalRevenueAmt025383
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MIDWAYISD.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02126
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03908
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01324
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01366
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024129
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt042314
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt043366
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt037904
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt045853
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt048743
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0218180
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045693
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt060475
IRS990ScheduleA/Total509Grp/TotalAmt0257835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048778
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt060475
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257835
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012361
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHOOL CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016142
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04073
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07999
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04073
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01311
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt07
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REFUNDS. AMOUNT: 31.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: COUNCIL EXPENSE. AMOUNT: 240. DESCRIPTION: COUNSELOR FUND. AMOUNT: 72. DESCRIPTION: DUES. AMOUNT: 490. DESCRIPTION: EAGLES. AMOUNT: 775. DESCRIPTION: END OF YEAR PARTY. AMOUNT: 3,816. DESCRIPTION: FIELD DAY. AMOUNT: 1,148. DESCRIPTION: FIELD TRIPS. AMOUNT: 3,597. DESCRIPTION: FOUNDATION CONTRIBUTION. AMOUNT: 100. DESCRIPTION: GRADUATION. AMOUNT: 422. DESCRIPTION: GRANDPARENTS NIGHT. AMOUNT: 221. DESCRIPTION: HOSPITALITY. AMOUNT: 470. DESCRIPTION: INSURANCE. AMOUNT: 395. DESCRIPTION: LOT TRAINING. AMOUNT: 208. DESCRIPTION: MUSIC APPRECIATION. AMOUNT: 772. DESCRIPTION: PHOTOCOPIES. AMOUNT: 437. DESCRIPTION: REFLECTIONS. AMOUNT: 73. DESCRIPTION: ROCKET LAUNCH. AMOUNT: 468. DESCRIPTION: ROOM MOTHER EXPENSE. AMOUNT: 497. DESCRIPTION: SALES TAX. AMOUNT: 54. DESCRIPTION: SCHOOL SUPPLIES. AMOUNT: 405. DESCRIPTION: SKATING PROGRAM. AMOUNT: 2,313. DESCRIPTION: SPIRIT PROGRAM. AMOUNT: 2,700. DESCRIPTION: STAFF EXPENSES. AMOUNT: 349. DESCRIPTION: STUDENT APPRECIATION. AMOUNT: 921. DESCRIPTION: TEACHER GRANTS. AMOUNT: 2,372. DESCRIPTION: TEACHER/STAFF APPRECIATION. AMOUNT: 1,091. DESCRIPTION: WATCH D.O.G.S. PROGRAM. AMOUNT: 376. TOTAL TO FORM 990-EZ, LINE 16: 24,782.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -3,338.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENDA MACHADO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02547615730
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS- SPEEGLEVILLE ELEM
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746086825
ReturnHeader/Filer/PhoneNum02547615730
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 MAYWOOD DR
ReturnHeader/Filer/USAddress/CityNm0WACO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076712
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742533381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAYNES REITMEIER BOYD & THERRELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05400 BOSQUE BLVD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767104459
ReturnHeader/PreparerPersonGrp/PhoneNum02547764190
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY A TOUPS
ReturnHeader/ReturnTs02016-09-28T13:09:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits