Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2025 • EIN 75-2200635

Jul 01, 2024 to Jun 30, 2025 • Filed on Aug 06, 2025

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

33rd percentile

-4.1%

Higher net margin than 33% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

10th percentile

-46%

Faster asset growth than 10% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

76%

Faster revenue growth than 91% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,246

Down $20,096 (-46%) from 2024

Net Assets

$41,062

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Up

$55,177

Up $23,813 (+76%) from 2024

Expenses

Up

$57,457

Up $32,398 (+129%) from 2024

Net Income

Down

-$2,280

Down $8,585 (-136%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth10th 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: $43,342Liabilities 2024: $02024Assets 2025: $23,246Net Assets 2025: $41,0622025

Highlighted filing

2025

Assets$23,246
Liabilities-
Net Assets$41,062
Open 2025 Filing

Operations Trend

Revenue Growth91st 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 2025: $55,177Expenses 2025: $57,457Net Income 2025: -$2,2802025

Highlighted filing

2025

Revenue$55,177
Expenses$57,457
Net Income-$2,280
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 6, 2025
Return Version
2024v5.0
Gross Receipts
$55,277
Mission and Program Overview

Mission

Parent Teacher Association

We support our elementary school with programs, assemblies, and other learning opportunities.

Program Services

DescriptionGrantsExpenses
Classroom supplies$26,452$26,452
Assemblies and programs$9,545$9,545
Field Trips$6,848$6,848
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DungAn PhamTreasurer-$0--
Joanna FowlerPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon Run$36,934$36,934$11,691$25,243
Penny Wars Fundrasier$1,400$1,400-$1,400
Total Events$38,334$38,334$11,691$26,643
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-2200635
Phone
9723757675
Address
6525 Old Orchard Road, Plano, TX 75023

Signing Officer

Name
Dungan Pham
Title
Treasurer
Phone
9723757675
Signed
2025-08-06
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Programs, school functions, assemblies, donations to school for supplies”

Part I, Line 16

“Bank fees, luma transaction fees”

Raw XML Appendix180 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/PersonNm0DungAn Pham
IRS990EZ/BooksInCareOfDetail/PhoneNum09723757675
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06525 Old Orchard Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043342
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023246
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt0100
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2280
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043342
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023246
IRS990EZ/FundraisingGrossIncomeAmt053489
IRS990EZ/GrantsAndSimilarAmountsPaidAmt056926
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0105
IRS990EZ/GrossReceiptsAmt055277
IRS990EZ/GrossSalesOfInventoryAmt0205
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01583
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043342
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041062
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043342
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023246
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DungAn Pham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joanna Fowler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0531
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We support our elementary school with programs, assemblies, and other learning opportunities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assemblies and programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Field Trips
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Classroom supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09545
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16848
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt226452
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09545
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16848
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt226452
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt053489
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057457
IRS990EZ/TotalProgramServiceExpensesAmt042845
IRS990EZ/TotalRevenueAmt055177
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://carlislepta.membershiptoolkit.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0205
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt053439
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt053439
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/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt053644
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053644
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt053644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt053644
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011691
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Boosterthon Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Penny Wars Fundrasier
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038334
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036934
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01400
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038334
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026643
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011691
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011691
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Programs, school functions, assemblies, donations to school for supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank fees, luma transaction fees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dungan Pham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09723757675
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752200635
ReturnHeader/Filer/PhoneNum09723757675
ReturnHeader/Filer/USAddress/AddressLine1Txt06525 Old Orchard Road
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075023
ReturnHeader/ReturnTs02025-08-07T11:40:51Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,246
Liabilities
-
Net assets
$41,062
Revenue
$55,177
Expenses
$57,457
Net income
-$2,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.2$41.1$55.2$57.5$2.28
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • <$500k nonprofits