Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Mathews Elementary PTA
990EZ • Fiscal year 2021 • EIN 75-2204654
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
61st percentile
Higher debt load relative to revenue than 61% of similar nonprofits.
Net Margin
49th percentile
Higher net margin than 49% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Balance Sheet
Assets
Up$38,437
Up $1,736 (+4.7%) from 2020
Net Assets
Up$38,313
Up $1,721 (+4.7%) from 2020
Liabilities
Up$124
Up $15 (+14%) from 2020
Revenue And Expenses
Revenue
Down$21,186
Down $10,226 (-33%) from 2020
Expenses
Up$19,465
Up $459 (+2.4%) from 2020
Net Income
Down$1,721
Down $10,685 (-86%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Jul 28, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $41,950
Mission and Program Overview
Mission
Support of education at Mathews Elementary School
Support of education and family engagement at Mathews Elementary School
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Curriculum and classroom enhancement and support, volunteer time and supplies for 500 students and 60 staff members. | $0 | $8,753 |
| Staff and family support - Student Scholarships, Teacher Appreciation, Bluebonnet Reception, Teacher of the Year, Family engagement (including Veteran's Day and Arts in Education Family night), Member Recognition (including Lifetime Membership awards) for 500 students plus staff of 60 and families in the school. | $0 | $5,776 |
| Educational Events and Programs - Program expenses, field trips, drug-free assembly, reflections art contest and field day. | $0 | $1,566 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Terri Childress | President | PT | $0 | - | - |
| Jennifer Calder | 2nd Vice President Membership | - | $0 | - | - |
| Katharine Heldt | 3rd Vice President Ways & Means | - | $0 | - | - |
| Meghan Eslick | Secretary | - | $0 | - | - |
| Ashley Williams | Treasurer | PT | $0 | - | - |
| Elisa Klein | Parliamentarian | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Pta Texas Congress
- EIN
- 75-2204654
- Phone
- 4697522300
- Address
- 7500 Marchman Way, Plano, TX 75025
Signing Officer
- Name
- Ashley Williams
- Title
- Treasurer
- Phone
- 4692228309
- Signed
- 2021-07-28
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 16
“Includes educational enhancement costs (educational enhancement 6,411, hospitality 5,328, volunteer and room representative expenses 2,342, student recognition 130, field trips 1,470, teacher of the year (490), environmental expenses 178 and the lifetime banquet 80), program costs (health, safety and community outreach 82, meet the teacher 78, and reflections 14), student scholarships and grants 500, and administrative costs (lifetime memberships 309, credit card fees 1,243, insurance 665, treasurer administration 154, president administration 78, secretary administration 10, council dues 75, membership toolkit and webmaster expenses 750, and training 50).”
Form 990-EZ, Part II, Line 26
“Current liabilities include Escrow of State Dues (55) and Escrow of Sales Tax (69).”
Raw XML Appendix182 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/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Ashley Williams |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4692228309 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7500 Marchman Way |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Plano |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 75025 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 36701 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 38437 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 10209 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 20557 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 1721 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 0 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 36701 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 38437 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 8616 |
| IRS990EZ/GrossReceiptsAmt | 0 | 41950 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 29173 |
| IRS990EZ/GroupExemptionNum | 0 | 1889 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 2568 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 36592 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 38313 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 36592 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 38313 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Terri Childress |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Jennifer Calder |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Katharine Heldt |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Meghan Eslick |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Ashley Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Elisa Klein |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | 2nd Vice President Membership |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | 3rd Vice President Ways & Means |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Parliamentarian |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 19456 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Support of education and family engagement at Mathews Elementary School |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 9 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Curriculum and classroom enhancement and support, volunteer time and supplies for 500 students and 60 staff members. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Staff and family support - Student Scholarships, Teacher Appreciation, Bluebonnet Reception, Teacher of the Year, Family engagement (including Veteran's Day and Arts in Education Family night), Member Recognition (including Lifetime Membership awards) for 500 students plus staff of 60 and families in the school. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Educational Events and Programs - Program expenses, field trips, drug-free assembly, reflections art contest and field day. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 8753 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 5776 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 1566 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 207 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -207 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 109 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 124 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 19465 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 16095 |
| IRS990EZ/TotalRevenueAmt | 0 | 21186 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.mathewspta.org |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 12777 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 11772 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 18708 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 15888 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 17304 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 76449 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 29173 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 45430 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 48855 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 61457 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 68596 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 253511 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 332439 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt | 0 | 188 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt | 0 | 520 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 558 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 578 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 635 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 2479 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 42138 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 57722 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 68121 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 77923 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 86535 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 332439 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 42138 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 57722 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 68121 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 77923 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 86535 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 332439 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Includes educational enhancement costs (educational enhancement 6,411, hospitality 5,328, volunteer and room representative expenses 2,342, student recognition 130, field trips 1,470, teacher of the year (490), environmental expenses 178 and the lifetime banquet 80), program costs (health, safety and community outreach 82, meet the teacher 78, and reflections 14), student scholarships and grants 500, and administrative costs (lifetime memberships 309, credit card fees 1,243, insurance 665, treasurer administration 154, president administration 78, secretary administration 10, council dues 75, membership toolkit and webmaster expenses 750, and training 50). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Current liabilities include Escrow of State Dues (55) and Escrow of Sales Tax (69). |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part II, Line 26 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL2 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd | 0 | 0 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd | 0 | 11 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Ashley Williams |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4692228309 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-07-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PTA TEXAS CONGRESS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PTAT |
| ReturnHeader/Filer/EIN | 0 | 752204654 |
| ReturnHeader/Filer/PhoneNum | 0 | 4697522300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7500 Marchman Way |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Plano |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 75025 |
| ReturnHeader/ReturnTs | 0 | 2021-07-28T13:24:15-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $38,437
- Liabilities
- $124
- Net assets
- $38,313
- Revenue
- $21,186
- Expenses
- $19,465
- Net income
- $1,721