Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2023 • EIN 75-1915003

Jun 01, 2023 to Jun 30, 2023 • Filed on Aug 25, 2024

3615 86th StreetLubbock, TX 79423

(806) 219-5900

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$14,972

Down $2,012 (-12%) from 2022

Net Assets

Down

$14,972

Down $2,012 (-12%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$2

Down $56,227 (-100%) from 2022

Expenses

Down

$6,796

Down $49,383 (-88%) from 2022

Net Income

Down

-$6,794

Down $6,844 (-13688%) from 2022

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2011: $5,106Liabilities 2011: $02011Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $4,4522018Assets 2019: $21,010Net Assets 2019: $21,0102019Assets 2020: $32,725Net Assets 2020: $32,7252020Assets 2021: $16,934Net Assets 2021: $16,9342021Assets 2022: $16,984Net Assets 2022: $16,9842022Assets 2023: $21,766Liabilities 2023: $0Net Assets 2023: $21,7662023Assets 2023: $14,972Liabilities 2023: $0Net Assets 2023: $14,9722023Assets 2024: $18,987Liabilities 2024: $0Net Assets 2024: $18,9872024Assets 2025: $25,892Liabilities 2025: $0Net Assets 2025: $25,8922025

Highlighted filing

2023

Assets$14,972
Liabilities$0
Net Assets$14,972

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $21,184Expenses 2011: $22,613Net Income 2011: -$1,4292011Revenue 2018: $4,452Expenses 2018: $0Net Income 2018: $4,4522018Revenue 2019: $65,793Expenses 2019: $55,267Net Income 2019: $10,5262019Revenue 2020: $72,356Expenses 2020: $60,641Net Income 2020: $11,7152020Revenue 2021: $35,280Expenses 2021: $51,071Net Income 2021: -$15,7912021Revenue 2022: $56,229Expenses 2022: $56,179Net Income 2022: $502022Revenue 2023: $26,127Expenses 2023: $21,345Net Income 2023: $4,7822023Revenue 2023: $2Expenses 2023: $6,796Net Income 2023: -$6,7942023Revenue 2024: $26,514Expenses 2024: $22,499Net Income 2024: $4,0152024Revenue 2025: $37,046Expenses 2025: $31,280Net Income 2025: $5,7662025

Highlighted filing

2023

Revenue$2
Expenses$6,796
Net Income-$6,794
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to Jun 30, 2023
Signed
Aug 25, 2024
Return Version
2023v5.0
Gross Receipts
$2
Mission and Program Overview

Mission

School pta - to fundraise and support school functions for benefit of all students.

To fundraise and support school functions for benefit of all students.

Program Services

DescriptionGrantsExpenses
Teacher support. To support the teachers and supplement their resources. Provided funds for PE, and Donations back to school (Only 1 month between Fiscal year change. This only shows the final month of the school fiscal year). Benefits 450 People$0$6,263
Student education and support. To provide programs, activities, and resources to the students. 5th Grade Activities (Only 1 month between Fiscal year change. This only shows the final month of the school fiscal year). Benefits 75 People$0$259
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Illeatha AdamsPresidentPT$0--
Jennifer KopeckyVP Fundraising-$0--
Jason PotterVP Membership-$0--
Amanda Pepper-YowellTreasurerPT$0--
Stephanie MaldonadoSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-1915003
Phone
8062195900
Address
3615 86th Street, Lubbock, TX 79423

Signing Officer

Name
Amanda Pepper-Yowell
Title
Treasurer
Phone
8062195900
Signed
2024-08-25
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Contribution to Mary E. Massingill Scholarship - 100

Form 990-EZ, Part I, Line 16

Description;Amount^PE;278|Donations Back to School;5985|PTA Admin Supplies;174|5th Grade Activities;259^Total;6696^

Form 990-EZ, Part V, Line 34

As of 6/1/2023 we were still operating under the fiscal year June through May. In the Spring of 2024 we updated our By Laws and amended our fiscal year to better line up with school year and operating expenses. This was voted on by the general membership and approved.

Raw XML Appendix179 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08062195900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03615 86th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lubbock
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd079423
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Kopecky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jason Potter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amanda Pepper-Yowell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stephanie Maldonado
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt06696
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To fundraise and support school functions for benefit of all students.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018038
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Contribution to Mary E. Massingill Scholarship - 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^PE;278|Donations Back to School;5985|PTA Admin Supplies;174|5th Grade Activities;259^Total;6696^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2As of 6/1/2023 we were still operating under the fiscal year June through May. In the Spring of 2024 we updated our By Laws and amended our fiscal year to better line up with school year and operating expenses. This was voted on by the general membership and approved.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part V, Line 34
ReasonableCauseExplanation/ExplanationTxt0We did not vote to change our fiscal year until our Bylaws were changed, voted on, and adopted at a general membership meeting this past year. They were accepted and approved by Texas PTA January 8, 2024. As a first time volunteer treasurer I was under the impression that our fiscal year would change at the end of the year and not retro-actively change from the beginning of the year.
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Pepper-Yowell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08062195900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0751915003
ReturnHeader/Filer/PhoneNum08062195900
ReturnHeader/Filer/USAddress/AddressLine1Txt03615 86th Street
ReturnHeader/Filer/USAddress/CityNm0Lubbock
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079423
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-08-25T18:15:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02023

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Filings