Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2016 • EIN 75-2194327

Jun 01, 2015 to May 31, 2016 • Filed on Feb 16, 2017

Organization ProfileN/A
P O Box 16324Lubbock, TX 79490

(806) 790-3792

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

3rd percentile

-233%

Higher net margin than 3% 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

5th percentile

-72%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

5th percentile

-73%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$6,986

Down $17,623 (-72%) from 2015

Net Assets

Down

$6,986

Down $17,623 (-72%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Down

$7,553

Down $20,257 (-73%) from 2015

Expenses

Down

$25,176

Down $1,474 (-5.5%) from 2015

Net Income

Down

-$17,623

Down $18,783 (-1619%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$30K$20K$10K$0Assets 2012: $20,489Net Assets 2012: $20,4892012Assets 2013: $12,742Liabilities 2013: $0Net Assets 2013: $12,7422013Assets 2014: $23,449Liabilities 2014: $0Net Assets 2014: $23,4492014Assets 2015: $24,609Liabilities 2015: $0Net Assets 2015: $24,6092015Assets 2016: $6,986Liabilities 2016: $0Net Assets 2016: $6,9862016

Highlighted filing

2016

Assets$6,986
Liabilities$0
Net Assets$6,986
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$40K$20K$0-$20KRevenue 2012: $6,034Expenses 2012: $8,086Net Income 2012: -$2,0522012Revenue 2013: $18,387Expenses 2013: $26,134Net Income 2013: -$7,7472013Revenue 2014: $19,315Expenses 2014: $8,608Net Income 2014: $10,7072014Revenue 2015: $27,810Expenses 2015: $26,650Net Income 2015: $1,1602015Revenue 2016: $7,553Expenses 2016: $25,176Net Income 2016: -$17,6232016

Highlighted filing

2016

Revenue$7,553
Expenses$25,176
Net Income-$17,623
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Feb 16, 2017
Return Version
2015v3.0
Gross Receipts
$30,756
Mission and Program Overview

Mission

The organization's mission is to support the school and provide support for the activities that assist in the education of its students.

Program Services

DescriptionGrantsExpenses
The students of North Ridge Elementary School were supported by the activities of the PTA.$25,176-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrea CrucePresidentPT$0--
Juanita CasaerzSecretaryPT$0--
Sara MecalcoVice PresidentPT$0--
Kelly ShortTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
T-Shirts/Spirit Sales$20,436$20,436$11,046$9,390
Yearbooks, Supplies, Fall Festival, Othr$9,626$9,626$12,157$-2,531
Total Events$30,062$30,062$23,203$6,859
Filing and Contact Details

Filer

Filer Name
PTA Texas Congress
EIN
75-2194327
Phone
8067903792
Address
P O Box 16324, Lubbock, TX 79490

Signing Officer

Name
Stephanie Gerhart
Title
President
Signed
2017-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Robert D Seymore CPA Pc
Address
8207 Hudson Ave Suite B, Lubbock, TX 79423
Preparer
Robert D Seymore
Phone
8067986207
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $902”

Other Expenses.1012

“Insurance $570”

Other Expenses.1

“Marquee Donation $15678”

Other Expenses.2

“School Related Expenses $2349”

Other Expenses.3

“Teacher Appreciation $1682”

Other Expenses.4

“Hospitality $1273”

Other Expenses.5

“Leadership Training $999”

Other Expenses.6

“Dads Donuts/Moms Muffins Mtgs $893”

Other Expenses.7

“Other Expense $300”

Other Expenses.8

“Dues $210”

Other Expenses.9

“Membership $45”

Raw XML Appendix181 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/PersonNm0Kelly Short
IRS990EZ/BooksInCareOfDetail/PhoneNum08067816234
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 16324
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lubbock
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0794906324
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024609
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06986
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17623
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024609
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06986
IRS990EZ/FundraisingGrossIncomeAmt030062
IRS990EZ/GrossReceiptsAmt030756
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0694
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024609
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06986
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024609
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06986
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Andrea Cruce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Juanita Casaerz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sara Mecalco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kelly Short
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024901
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's mission is to support the school and provide support for the activities that assist in the education of its students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The students of North Ridge Elementary School were supported by the activities of the PTA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025176
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023203
IRS990EZ/SpecialEventsNetIncomeLossAmt06859
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025176
IRS990EZ/TotalProgramServiceExpensesAmt025176
IRS990EZ/TotalRevenueAmt07553
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0694
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04743
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt044094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064162
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0247575
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0252318
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030756
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044635
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040897
IRS990ScheduleA/Total509Grp/TotalAmt0252318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065996
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040897
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252318
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023203
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0T-Shirts/Spirit Sales
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Yearbooks, Supplies, Fall Festival, Othr
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030062
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030062
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06859
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023203
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011046
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Marquee Donation $15678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Related Expenses $2349
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Teacher Appreciation $1682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hospitality $1273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Leadership Training $999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dads Donuts/Moms Muffins Mtgs $893
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other Expense $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Dues $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Membership $45
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephanie Gerhart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0North Ridge Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752194327
ReturnHeader/Filer/PhoneNum08067903792
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 16324
ReturnHeader/Filer/USAddress/CityNm0Lubbock
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT D SEYMORE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08207 Hudson Ave Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lubbock
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079423
ReturnHeader/PreparerPersonGrp/PhoneNum08067986207
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert D Seymore
ReturnHeader/ReturnTs02017-02-16T14:59:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,986
Liabilities
$0
Net assets
$6,986
Revenue
$7,553
Expenses
$25,176
Net income
-$17,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$7.55$25.2$17.6
2015Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$27.8$26.7$1.16
2014Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$19.3$8.61$10.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.00$12.7$18.4$26.1$7.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$20.5$6.03$8.09$2.05