Civic Intelligence

PTA Texas Congress Barton Hills Elementary

990EZ • Fiscal year 2018 • EIN 74-6086853

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 22, 2018

2108 Barton Hills DriveAustin, TX 78704

(512) 414-2013

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$47,022

Up $7,881 (+20%) from 2017

Net Assets

$47,022

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$76,057

Up $13,843 (+22%) from 2017

Expenses

Up

$68,176

Up $17,646 (+35%) from 2017

Net Income

Down

$7,881

Down $3,803 (-33%) from 2017

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $18,141Liabilities 2011: $02011Assets 2012: $16,277Liabilities 2012: $02012Assets 2013: $18,702Liabilities 2013: $02013Assets 2014: $14,946Liabilities 2014: $02014Assets 2015: $13,614Liabilities 2015: $02015Assets 2016: $27,457Liabilities 2016: $02016Assets 2017: $39,141Liabilities 2017: $02017Assets 2018: $47,022Net Assets 2018: $47,0222018Assets 2019: $46,915Liabilities 2019: $1,913Net Assets 2019: $45,0022019Assets 2020: $28,948Liabilities 2020: $3,811Net Assets 2020: $25,1372020Assets 2021: $18,674Liabilities 2021: $182Net Assets 2021: $18,4922021Assets 2022: $49,638Liabilities 2022: $10,680Net Assets 2022: $38,9582022Assets 2023: $45,327Liabilities 2023: $0Net Assets 2023: $45,3272023Assets 2024: $48,494Liabilities 2024: $2,541Net Assets 2024: $45,9532024Assets 2025: $41,349Net Assets 2025: $41,3492025

Highlighted filing

2018

Assets$47,022
Liabilities-
Net Assets$47,022

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $51,773Expenses 2011: $46,176Net Income 2011: $5,5972011Revenue 2012: $64,752Expenses 2012: $66,616Net Income 2012: -$1,8642012Revenue 2013: $49,230Expenses 2013: $46,697Net Income 2013: $2,5332013Revenue 2014: $60,671Expenses 2014: $64,427Net Income 2014: -$3,7562014Revenue 2015: $67,939Expenses 2015: $69,271Net Income 2015: -$1,3322015Revenue 2016: $74,366Expenses 2016: $60,523Net Income 2016: $13,8432016Revenue 2017: $62,214Expenses 2017: $50,530Net Income 2017: $11,6842017Revenue 2018: $76,057Expenses 2018: $68,176Net Income 2018: $7,8812018Revenue 2019: $66,991Expenses 2019: $69,011Net Income 2019: -$2,0202019Revenue 2020: $75,732Expenses 2020: $95,597Net Income 2020: -$19,8652020Revenue 2021: $64,996Expenses 2021: $71,641Net Income 2021: -$6,6452021Revenue 2022: $75,504Expenses 2022: $55,038Net Income 2022: $20,4662022Revenue 2023: $65,235Expenses 2023: $58,866Net Income 2023: $6,3692023Revenue 2024: $99,272Expenses 2024: $98,646Net Income 2024: $6262024Revenue 2025: $136,509Expenses 2025: $141,113Net Income 2025: -$4,6042025

Highlighted filing

2018

Revenue$76,057
Expenses$68,176
Net Income$7,881
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 22, 2018
Return Version
2017v2.2
Gross Receipts
$86,192
Mission and Program Overview

Mission

Parent teacher association

Program Services

DescriptionGrantsExpenses
CLASSROOM EXPENSES, TEACHER DEVELOPMENT, T-SHIRTS & YEARBOOKS FOR STUDENTS-$41,948
ACADEMIC ENRICHMENT PROGRAMS, LIBRARY SUPPORT, SCHOLARSHIPS-$14,958
SCHOOL USE FOR ELECTRONIC UPGRADES, SCHOOL ATRIUM REPAIR/REMODEL-$12,705
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB GILLETTPresidentPT$0--
NICOLE TRUELUCKTreasurerPT$0--
HILARY WHITFIELDVice PresidentPT$0--
CHRISTY THOMPSONSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$52,241$52,241$5,013$47,228
Parties With a Purpose$10,255$10,255-$10,255
Total Events$62,496$62,496$5,013$57,483
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress Barton Hills Elementary
EIN
74-6086853
Phone
5124142013
Address
2108 BARTON HILLS DRIVE, AUSTIN, TX 78704

Signing Officer

Name
Nicole Truluck
Title
Treasurer
Phone
5124142013
Signed
2018-08-22

Preparer

Firm
Brad Barta CPA PC
Address
2307 Westoak Dr, Austin, TX 78704
Preparer
Brad Barta
Phone
5127616005
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Administration expenses 3686.

Form 990EZ, Part I, Line 16

Academic classroom expenses 13888.

Form 990EZ, Part I, Line 16

LITERACY LIBRARY 2508.

Form 990EZ, Part I, Line 16

PTA PROGRAMS 12450.

Form 990EZ, Part I, Line 16

Teacher development 22939.

Form 990EZ, Part I, Line 16

ATRIUM PROJECT 2705.

Form 990EZ, Part I, Line 16

General school use 10000.

Raw XML Appendix173 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/PersonNm0NICOLE TRULUCK
IRS990EZ/BooksInCareOfDetail/PhoneNum05124142013
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02108 BARTON HILLS DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039141
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023621
IRS990EZ/CostOfGoodsSoldAmt05122
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07881
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039141
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047022
IRS990EZ/FundraisingGrossIncomeAmt062496
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-5047
IRS990EZ/GrossReceiptsAmt086192
IRS990EZ/GrossSalesOfInventoryAmt075
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039141
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047022
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039141
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BOB GILLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICOLE TRUELUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HILARY WHITFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTY THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068176
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT TEACHER ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM EXPENSES, TEACHER DEVELOPMENT, T-SHIRTS & YEARBOOKS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACADEMIC ENRICHMENT PROGRAMS, LIBRARY SUPPORT, SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL USE FOR ELECTRONIC UPGRADES, SCHOOL ATRIUM REPAIR/REMODEL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041948
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114958
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt212705
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05013
IRS990EZ/SpecialEventsNetIncomeLossAmt057483
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068176
IRS990EZ/TotalProgramServiceExpensesAmt069611
IRS990EZ/TotalRevenueAmt076057
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://BHEPTA.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026266
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0112476
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt054582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055209
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050308
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0260487
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0372963
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073565
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064158
IRS990ScheduleA/Total509Grp/TotalAmt0372963
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0372963
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05013
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PARTIES WITH A PURPOSE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062496
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052241
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt062496
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057483
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05013
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATION EXPENSES 3686.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACADEMIC CLASSROOM EXPENSES 13888.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LITERACY LIBRARY 2508.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA PROGRAMS 12450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER DEVELOPMENT 22939.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ATRIUM PROJECT 2705.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GENERAL SCHOOL USE 10000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE TRULUCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05124142013
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS BARTON HILLS ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746086853
ReturnHeader/Filer/PhoneNum05124142013
ReturnHeader/Filer/USAddress/AddressLine1Txt02108 BARTON HILLS DRIVE
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06F92C120F5D9218B971F3F44F3A7C16700FB66B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06F92C120F5D9218B971F3F44F3A7C16700FB66B9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt091.207.175.182
ReturnHeader/FilingSecurityInformation/IPDt02018-10-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:30:55
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brad Barta CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02307 Westoak Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078704
ReturnHeader/PreparerPersonGrp/PhoneNum05127616005
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD BARTA
ReturnHeader/ReturnTs02018-10-25T12:31:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.37$1.41$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.03$0.46$0.99$0.99$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.65$0.59$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.11$0.39$0.76$0.55$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.18$0.65$0.72$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.04$0.25$0.76$0.96$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.02$0.45$0.67$0.69$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.76$0.68$0.08
2017Summary only. Only limited summary data is available for this year.$0.39$0.00$0.62$0.51$0.12
2016Summary only. Only limited summary data is available for this year.$0.27$0.00$0.74$0.61$0.14
2015Summary only. Only limited summary data is available for this year.$0.14$0.00$0.68$0.69$0.01
2014Summary only. Only limited summary data is available for this year.$0.15$0.00$0.61$0.64$0.04
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$0.49$0.47$0.03
2012Summary only. Only limited summary data is available for this year.$0.16$0.00$0.65$0.67$0.02
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.52$0.46$0.06