Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2024 • EIN 75-2200635

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 22, 2024

Organization Profilecarlislepta.membershiptoolkit.com
6525 Old Orchard RoadPlano, TX 75023

(972) 375-7675

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-13%

Faster asset growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$43,342

Flat from 2024

Net Assets

$43,342

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Flat

$31,364

Flat from 2024

Expenses

Flat

$25,059

Flat from 2024

Net Income

Flat

$6,305

Flat from 2024

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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 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: $43,342Net Assets 2024: $43,3422024Assets 2024: $43,342Liabilities 2024: $02024Assets 2025: $23,246Net Assets 2025: $23,2462025

Highlighted filing

2024

Assets$43,342
Liabilities-
Net Assets$43,342
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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 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 2024: $31,364Expenses 2024: $25,059Net Income 2024: $6,3052024Revenue 2025: $55,177Expenses 2025: $57,457Net Income 2025: -$2,2802025

Highlighted filing

2024

Revenue$31,364
Expenses$25,059
Net Income$6,305
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 22, 2024
Return Version
2023v5.0
Gross Receipts
$46,778
Mission and Program Overview

Mission

Parent Teacher Association

We are an elementary PTA. We raise funds for our students' field trips, learning supplies, art supplies, PE supplies, and learning programs.

Program Services

DescriptionGrantsExpenses
Field Trips for each grade level$7,090$7,090
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dungan PhamTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon Fundraiser$39,617$39,617$19,823$19,794
Event 2-$0-$0
Total Events$39,617$39,617$19,823$19,794
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-2200635
Address
6525 Old Orchard Road, Plano, TX 75023

Signing Officer

Name
Dungan Pham
Title
Treasurer
Signed
2024-10-22
Supplemental Narrative

Additional Explanations

Part I, Line 16

“We spent funding on school programs, field trips, in school assemblies, planners, membership tshirts.”

Part I, Line 20

“Transaction fees, bounced checks fees, reconciliation write off from previous year”

Raw XML Appendix178 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/PersonNm0Treasurer- Dungan Pham
IRS990EZ/BooksInCareOfDetail/PhoneNum09723757675
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06525 Old Orchard
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039037
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt043342
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/CostOfGoodsSoldAmt015414
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06305
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039037
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043342
IRS990EZ/FundraisingGrossIncomeAmt032079
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-715
IRS990EZ/GrossReceiptsAmt046778
IRS990EZ/GrossSalesOfInventoryAmt014699
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039037
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043342
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039037
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043342
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dungan Pham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2000
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt023384
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We are an elementary PTA. We raise funds for our students' field trips, learning supplies, art supplies, PE supplies, and learning programs.
IRS990EZ/PrintingPublicationsPostageAmt01675
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Field Trips for each grade level
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07090
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07090
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt032079
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt025059
IRS990EZ/TotalProgramServiceExpensesAmt07090
IRS990EZ/TotalRevenueAmt031364
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://carlislepta.membershiptoolkit.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0No other income aside from fundraisers like boosterthon or community partners like kroger
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The chairs are appointed by voting of the members of the organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2We discussed with the prinicpal the different programs we could bring in. Also for big fundraisers we discussed with the school what they wanted to do for the students and how we could best serve the students.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Texas PTA congress has to check our bylaws and rules each year. They monitor our standing with them by making sure that our officers are signed in, taxes are completed, and bylaws are acceptable.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III, Line 12
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section B, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section E, Line 3b
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt032079
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt032079
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt032079
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0752200635
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt023384
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Carlisle Elementary
IRS990ScheduleA/SupportSumAmt023384
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt032079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt032079
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019823
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039617
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039617
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019794
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019823
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019823
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0We spent funding on school programs, field trips, in school assemblies, planners, membership tshirts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Transaction fees, bounced checks fees, reconciliation write off from previous year
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 20
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dungan Pham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752200635
ReturnHeader/Filer/USAddress/AddressLine1Txt06525 Old Orchard Road
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075023
ReturnHeader/ReturnTs02024-10-23T11:09:59Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,342
Liabilities
-
Net assets
$43,342
Revenue
$31,364
Expenses
$25,059
Net income
$6,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.2$23.2$55.2$57.5$2.28
2024Detailed filing. Detailed filing data is available for this year.$43.3$43.3$31.4$25.1$6.31
2024Summary only. Only limited summary data is available for this year.$43.3$0.00$31.4$25.1$6.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.5$1.65$55.8$71.5$43.4$28.1
2019Summary only. Only limited summary data is available for this year.$36.0$0.00$33.3$35.9$2.62
2018Summary only. Only limited summary data is available for this year.$38.6$0.00$35.8$33.3$2.56
2017Summary only. Only limited summary data is available for this year.$36.1$0.00$23.2$34.3$11.1
2016Summary only. Only limited summary data is available for this year.$47.2$0.00$35.4$65.7$30.2
2015Detailed filing. Detailed filing data is available for this year.$85.7$0.00$85.7$67.9$30.9$37.0
2013Summary only. Only limited summary data is available for this year.$59.2$0.00$38.9$20.1$18.8
2012Summary only. Only limited summary data is available for this year.$45.1$0.00$33.3$20.9$12.5
2011Summary only. Only limited summary data is available for this year.$32.7$0.00$42.1$39.2$2.90