Civic Intelligence

PTA Oc Taylor Elementary Texas Congress

990EZ • Fiscal year 2019 • EIN 75-2138976

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 28, 2019

5300 Pool RoadColleyville, TX 76034

(214) 686-5293

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-45%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$20,939

Down $8,341 (-28%) from 2018

Net Assets

Down

$20,915

Down $8,285 (-28%) from 2018

Liabilities

Down

$24

Down $56 (-70%) from 2018

Revenue

Down

$48,065

Down $39,029 (-45%) from 2018

Expenses

Down

$56,350

Down $30,631 (-35%) from 2018

Net Income

Down

-$8,285

Down $8,398 (-7432%) from 2018

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $35,741Liabilities 2011: $1452011Assets 2012: $17,308Liabilities 2012: $2662012Assets 2013: $17,804Liabilities 2013: $2572013Assets 2014: $22,858Liabilities 2014: $2252014Assets 2015: $11,355Liabilities 2015: $2932015Assets 2016: $13,981Liabilities 2016: $3222016Assets 2017: $29,411Liabilities 2017: $3242017Assets 2018: $29,280Liabilities 2018: $80Net Assets 2018: $29,2002018Assets 2019: $20,939Liabilities 2019: $24Net Assets 2019: $20,9152019Assets 2020: $22,339Liabilities 2020: $3Net Assets 2020: $22,3362020Assets 2021: $29,595Liabilities 2021: $24Net Assets 2021: $29,5712021Assets 2022: $14,645Liabilities 2022: $208Net Assets 2022: $14,4372022Assets 2023: $21,624Liabilities 2023: $77Net Assets 2023: $21,5472023Assets 2024: $38,239Liabilities 2024: $0Net Assets 2024: $38,2392024Assets 2025: $45,746Liabilities 2025: $32Net Assets 2025: $45,7142025

Highlighted filing

2019

Assets$20,939
Liabilities$24
Net Assets$20,915

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $77,524Expenses 2011: $74,293Net Income 2011: $3,2312011Revenue 2012: $63,005Expenses 2012: $81,564Net Income 2012: -$18,5592012Revenue 2013: $56,961Expenses 2013: $56,456Net Income 2013: $5052013Revenue 2014: $65,056Expenses 2014: $59,970Net Income 2014: $5,0862014Revenue 2015: $58,760Expenses 2015: $70,331Net Income 2015: -$11,5712015Revenue 2016: $61,804Expenses 2016: $59,207Net Income 2016: $2,5972016Revenue 2017: $66,402Expenses 2017: $50,974Net Income 2017: $15,4282017Revenue 2018: $87,094Expenses 2018: $86,981Net Income 2018: $1132018Revenue 2019: $48,065Expenses 2019: $56,350Net Income 2019: -$8,2852019Revenue 2020: $45,671Expenses 2020: $44,250Net Income 2020: $1,4212020Revenue 2021: $28,460Expenses 2021: $21,226Net Income 2021: $7,2342021Revenue 2022: $34,656Expenses 2022: $49,790Net Income 2022: -$15,1342022Revenue 2023: $58,998Expenses 2023: $51,888Net Income 2023: $7,1102023Revenue 2024: $85,438Expenses 2024: $68,746Net Income 2024: $16,6922024Revenue 2025: $115,149Expenses 2025: $107,700Net Income 2025: $7,4492025

Highlighted filing

2019

Revenue$48,065
Expenses$56,350
Net Income-$8,285
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 28, 2019
Return Version
2018v3.0
Gross Receipts
$97,311
Mission and Program Overview

Mission

Education, Enrichment and Welfare of Children

Program Services

DescriptionGrantsExpenses
Education Enrichment - Enrich the education of OC Taylor students through fine arts, science, math, language arts and creative thinking. Benefits entire student body. Approximately 450 students.$0$21,040
School/Home Relationship - Bringing a closer relationship between home and school. Encouraging parent, and educators to cooperate intelligently in the education of children. Provide programs that encourage parent, student, teacher and community interaction. Benefits students, teachers, parents and community$0$18,797
Campus Enrichment - Promote a closer relationship between children in home, school and community through campus enrichment. Benefits entire student body. Approximately 450 students$0$7,914
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin McElroyPresidentPT$0--
Lissa Critiz1st VP ProgramsPT$0--
Stephanie Williams2nd VP Ways And MeansPT$0--
Liz Payne3rd VP MembershipPT$0--
Jill Tate4th VP VolunteersPT$0--
Jessica RajianTreasurerPT$0--
Carrie MoyleSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Festival/Carnival$27,552$27,552$2,749$24,803
Fuss Free Fundraiser$15,635$15,635$0$15,635
Total Events$54,975$54,975$16,815$38,160
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-2138976
Phone
2146865293
Address
5300 Pool Road, Colleyville, TX 76034

Signing Officer

Name
Jessica Rajian
Title
Treasurer
Phone
2146865293
Signed
2019-08-28
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Campus Improvements $19237; Faculty Shirts $1161; Field Trips $1800; GCISD Council $300; Faculty/Staff Mini Grants $3409; Senior Scholarships $2500; Classroom Supplies (Boosterthon) $3937; Future Explorations $47

Form 990-EZ, Part I, Line 16

Liability Insurance $450; Campus Beautification $635; Student Education and Enrichment $2208; hospitality $2218; Treasurer Bank and Credit Card Fees $1024; Staff Appreciation $2503; Student/Parent Events $11,995; Volunteers $512; Memberships $666

Form 990-EZ, Part II, Line 26

Sales Tax Escrow $24

Raw XML Appendix280 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/CityNm0Colleyville
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076034
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristin McElroy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lissa Critiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Stephanie Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Liz Payne
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jill Tate
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Carrie Moyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd VP Ways and Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt44th VP Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt022311
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education, Enrichment and Welfare of Children
IRS990EZ/PrintingPublicationsPostageAmt01099
IRS990EZ/ProgramServiceRevenueAmt07940
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Campus Enrichment - Promote a closer relationship between children in home, school and community through campus enrichment. Benefits entire student body. Approximately 450 students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School/Home Relationship - Bringing a closer relationship between home and school. Encouraging parent, and educators to cooperate intelligently in the education of children. Provide programs that encourage parent, student, teacher and community interaction. Benefits students, teachers, parents and community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Education Enrichment - Enrich the education of OC Taylor students through fine arts, science, math, language arts and creative thinking. Benefits entire student body. Approximately 450 students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0212199
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fuss Free Fundraiser
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt05570
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Campus Improvements $19237; Faculty Shirts $1161; Field Trips $1800; GCISD Council $300; Faculty/Staff Mini Grants $3409; Senior Scholarships $2500; Classroom Supplies (Boosterthon) $3937; Future Explorations $47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Liability Insurance $450; Campus Beautification $635; Student Education and Enrichment $2208; hospitality $2218; Treasurer Bank and Credit Card Fees $1024; Staff Appreciation $2503; Student/Parent Events $11,995; Volunteers $512; Memberships $666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Sales Tax Escrow $24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Rajian
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02146865293
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OC Taylor Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752138976
ReturnHeader/Filer/PhoneNum02146865293
ReturnHeader/Filer/USAddress/AddressLine1Txt05300 Pool Road
ReturnHeader/Filer/USAddress/CityNm0Colleyville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076034
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.244.6.158
ReturnHeader/ReturnTs02019-08-28T12:50:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$1.15$1.08$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.85$0.69$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$0.59$0.52$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.14$0.35$0.50$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.28$0.21$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$0.46$0.44$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.48$0.56$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.87$0.87$0.00
2017Summary only. Only limited summary data is available for this year.$0.29$0.00$0.66$0.51$0.15
2016Summary only. Only limited summary data is available for this year.$0.14$0.00$0.62$0.59$0.03
2015Summary only. Only limited summary data is available for this year.$0.11$0.00$0.59$0.70$0.12
2014Summary only. Only limited summary data is available for this year.$0.23$0.00$0.65$0.60$0.05
2013Summary only. Only limited summary data is available for this year.$0.18$0.00$0.57$0.56$0.01
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.63$0.82$0.19
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.78$0.74$0.03