Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2015 • EIN 75-2200635

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 12, 2016

6525 Orchard DrivePlano, TX 75023

(469) 609-7826

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$77,367

Up $18,131 (+31%) from 2013

Net Assets

$77,367

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses

Revenue

Up

$59,867

Up $20,927 (+54%) from 2013

Expenses

Up

$31,209

Up $11,103 (+55%) from 2013

Net Income

Up

$28,658

Up $9,824 (+52%) from 2013

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $32,676Liabilities 2011: $02011Assets 2012: $45,147Liabilities 2012: $02012Assets 2013: $59,236Liabilities 2013: $02013Assets 2015: $85,749Liabilities 2015: $0Net Assets 2015: $85,7492015Assets 2015: $77,367Liabilities 2015: $0Net Assets 2015: $77,3672015Assets 2016: $47,159Liabilities 2016: $02016Assets 2017: $36,066Liabilities 2017: $02017Assets 2018: $38,623Liabilities 2018: $02018Assets 2019: $36,006Liabilities 2019: $02019Assets 2022: $57,492Liabilities 2022: $1,650Net Assets 2022: $55,8422022Assets 2024: $43,342Liabilities 2024: $02024Assets 2025: $23,246Net Assets 2025: $23,2462025

Highlighted filing

2015

Assets$77,367
Liabilities$0
Net Assets$77,367

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $42,073Expenses 2011: $39,177Net Income 2011: $2,8962011Revenue 2012: $33,341Expenses 2012: $20,870Net Income 2012: $12,4712012Revenue 2013: $38,940Expenses 2013: $20,106Net Income 2013: $18,8342013Revenue 2015: $67,925Expenses 2015: $30,885Net Income 2015: $37,0402015Revenue 2015: $59,867Expenses 2015: $31,209Net Income 2015: $28,6582015Revenue 2016: $35,442Expenses 2016: $65,650Net Income 2016: -$30,2082016Revenue 2017: $23,166Expenses 2017: $34,260Net Income 2017: -$11,0942017Revenue 2018: $35,847Expenses 2018: $33,290Net Income 2018: $2,5572018Revenue 2019: $33,324Expenses 2019: $35,941Net Income 2019: -$2,6172019Revenue 2022: $71,453Expenses 2022: $43,383Net Income 2022: $28,0702022Revenue 2024: $31,364Expenses 2024: $25,059Net Income 2024: $6,3052024Revenue 2025: $55,177Expenses 2025: $57,457Net Income 2025: -$2,2802025

Highlighted filing

2015

Revenue$59,867
Expenses$31,209
Net Income$28,658
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jul 12, 2016
Return Version
2014v6.0
Gross Receipts
$104,508
Mission and Program Overview

Mission

Parent Teacher Association

EDUCATIONALCHARITABLE

Program Services

DescriptionGrantsExpenses
FIELD DAY-PARTICIPATION FROM AND BENEFIT BY ENTIRE SCHOOL STUDENT BODY STAFF AND VOLUNTEERS FROM FAMILIES AND LOCAL COMMUNITY SPONSORS TO PROMOTE HEALTHSAFETYFITNESSTEAMWORK-$6,452
SPRING CARNIVAL-OPEN TO PUBLIC WITH A FOCUS ON ENGAGING SCHOOL AND COMMUNITY STRONG PARTICIPATION STUDENT BODY STAFF EXTENDED FAMILIES LOCAL POLICE FIRERESCUE AND EMTS-$2,653
FIELD TRIPS-ORGANIZED FOR THE STUDENT BODY STAFF AND PARENT VOLUNTEERS TO PROMOTE CULTURE HISTORY SAFETY AWARENESS NATURE AND TECHNOLOGY-$1,769
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY MARTINPresidentPT$0--
FARIDA RAJKOTWALA1st VP ProgramsPT$0--
JENNIFER BROWN2nd VP VolunteersPT$0--
NANCY HEROMAN3rd VP Ways & MeansPT$0--
CLAIR CANNON4th VP CommunicationsPT$0--
REBECCA REDFEARNSecretaryPT$0--
JENNI FEISTTreasurerPT$0--
CLOE MCQUERRTParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress 7439
EIN
75-2200635
Address
6525 ORCHARD DRIVE, Plano, TX 75023

Signing Officer

Name
Jenny Martin
Title
President
Phone
4696097826
Signed
2016-07-12
Supplemental Narrative

Additional Explanations

Amended return infomation

2014 form 990ez is being amended to reflect the adjusted expenses,corrected ending cash balances and asset purchases. The corrections to the ending values for the financials were made after a further internal audit was conducted of the bank statements, bank vs ledger reconciliations, and a list of outstanding checks at year end was identified.

Description of other expenses Part I line 16

Description AmountADMIN & SUPPLIES OPERATING EXPENSES 28,883

Changes to governing documents Part V line 34

The carlisle elementary pta is governed by a set of bylaws approved by the state of texas pta and by a set of locally approved standing rules. In february of 2015, following a successful vote by the local pta general membership in the fall of 2014, the texas pta approved a revised set of bylaws and accompanying standing rules.

Raw XML Appendix168 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FARIDA RAJKOTWALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY HEROMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REBECCA REDFEARN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VP PROGRAMS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02014 FORM 990EZ IS BEING AMENDED TO REFLECT THE ADJUSTED EXPENSES,CORRECTED ENDING CASH BALANCES AND ASSET PURCHASES. THE CORRECTIONS TO THE ENDING VALUES FOR THE FINANCIALS WERE MADE AFTER A FURTHER INTERNAL AUDIT WAS CONDUCTED OF THE BANK STATEMENTS, BANK VS LEDGER RECONCILIATIONS, AND A LIST OF OUTSTANDING CHECKS AT YEAR END WAS IDENTIFIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountADMIN & SUPPLIES OPERATING EXPENSES 28,883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CARLISLE ELEMENTARY PTA IS GOVERNED BY A SET OF BYLAWS APPROVED BY THE STATE OF TEXAS PTA AND BY A SET OF LOCALLY APPROVED STANDING RULES. IN FEBRUARY OF 2015, FOLLOWING A SUCCESSFUL VOTE BY THE LOCAL PTA GENERAL MEMBERSHIP IN THE FALL OF 2014, THE TEXAS PTA APPROVED A REVISED SET OF BYLAWS AND ACCOMPANYING STANDING RULES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return infomation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Changes to governing documents Part V line 34
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum04696097826
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-12
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ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752200635
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ReturnHeader/Filer/USAddress/ZIPCd075023
ReturnHeader/ReturnTs02016-07-12T21:39:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings