Civic Intelligence

Mathews Elementary PTA

990EZ • Fiscal year 2020 • EIN 75-2204654

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 19, 2020

7500 Marchman WayPlano, TX 75025

(469) 752-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

80th percentile

51%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-28%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$36,701

Up $12,378 (+51%) from 2019

Net Assets

$36,592

No earlier filing loaded for comparison.

Liabilities

Down

$109

Down $28 (-20%) from 2019

Revenue

Down

$31,412

Down $12,120 (-28%) from 2019

Expenses

Down

$19,006

Down $29,702 (-61%) from 2019

Net Income

Up

$12,406

Up $17,582 (+340%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2012: $16,088Liabilities 2012: $02012Assets 2013: $21,485Liabilities 2013: $5602013Assets 2014: $14,182Liabilities 2014: $208Net Assets 2014: $13,9742014Assets 2015: $17,213Liabilities 2015: $264Net Assets 2015: $16,9492015Assets 2016: $9,703Liabilities 2016: $5162016Assets 2017: $24,625Liabilities 2017: $155Net Assets 2017: $24,4702017Assets 2018: $30,225Liabilities 2018: $863Net Assets 2018: $29,3622018Assets 2019: $24,323Liabilities 2019: $1372019Assets 2020: $36,701Liabilities 2020: $109Net Assets 2020: $36,5922020Assets 2021: $38,437Liabilities 2021: $124Net Assets 2021: $38,3132021Assets 2022: $56,850Liabilities 2022: $217Net Assets 2022: $56,6332022Assets 2023: $77,664Liabilities 2023: $216Net Assets 2023: $77,4482023Assets 2024: $93,744Liabilities 2024: $1,4852024Assets 2025: $43,581Liabilities 2025: $2,133Net Assets 2025: $41,4482025

Highlighted filing

2020

Assets$36,701
Liabilities$109
Net Assets$36,592

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2012: $36,047Expenses 2012: $29,538Net Income 2012: $6,5092012Revenue 2013: $40,776Expenses 2013: $35,939Net Income 2013: $4,8372013Revenue 2014: $35,911Expenses 2014: $42,862Net Income 2014: -$6,9512014Revenue 2015: $38,327Expenses 2015: $36,707Net Income 2015: $1,6202015Revenue 2016: $36,968Expenses 2016: $44,730Net Income 2016: -$7,7622016Revenue 2017: $41,297Expenses 2017: $26,014Net Income 2017: $15,2832017Revenue 2018: $35,334Expenses 2018: $30,442Net Income 2018: $4,8922018Revenue 2019: $43,532Expenses 2019: $48,708Net Income 2019: -$5,1762019Revenue 2020: $31,412Expenses 2020: $19,006Net Income 2020: $12,4062020Revenue 2021: $21,186Expenses 2021: $19,465Net Income 2021: $1,7212021Revenue 2022: $65,829Expenses 2022: $47,770Net Income 2022: $18,0592022Revenue 2023: $48,952Expenses 2023: $28,137Net Income 2023: $20,8152023Revenue 2024: $59,869Expenses 2024: $45,058Net Income 2024: $14,8112024Revenue 2025: -$4,401Expenses 2025: $46,410Net Income 2025: -$50,8112025

Highlighted filing

2020

Revenue$31,412
Expenses$19,006
Net Income$12,406
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 19, 2020
Return Version
2019v5.0
Gross Receipts
$68,596
Mission and Program Overview

Mission

Support of education at Mathews Elementary School

Support of education and family engagement at Mathews Elementary School

Program Services

DescriptionGrantsExpenses
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$6,071
Educational Events and Programs - Program expenses, field trips, drug-free assembly, reflections art contest and field day.$0$4,415
Curriculum and classroom enhancement and support, volunteer time and supplies for 500 students and 60 staff members.$0$4,138
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elisa KleinPresidentPT$0--
Andrea Baykir1st Vice President Programs-$0--
Terri Childress3rd Vice President Ways & Means-$0--
Laurie Williamson4th Vice President Volunteers-$0--
Meghan EslickSecretary-$0--
Ashley WilliamsTreasurerPT$0--
Julie CallahanParliamentarian-$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
2020-08-19
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Includes educational enhancement costs (educational enhancement 1,571, hospitality 3,226, volunteer and room representative expenses 2,567, student recognition 151, field trips 1,560, teacher of the year 490, environmental expenses 141 and field day 1,371), program costs (programs expenses 486, health and safety 928, Veteran's Day 250, meet the teacher 66, arts in education 1000 and reflections 70), student scholarships and grants 645, and administrative costs (lifetime memberships 309, credit card fees 1,375, insurance 665, treasurer administration 201, president administration 303, council dues 75, membership toolkit and webmaster expenses 1374).

Form 990-EZ, Part II, Line 26

Current liabilities (including escrow and "to" accounts for sales tax and state dues) Escrow Sales Tax 632.34 Escrow State Dues 1,677.25 To State Dues -1,660.50 To Sales Tax -539.97

Raw XML Appendix185 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Ashley Williams
IRS990EZ/BooksInCareOfDetail/PhoneNum04692228309
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07500 Marchman Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075025
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt09933
IRS990EZ/GrossReceiptsAmt068596
IRS990EZ/GrossSalesOfInventoryAmt045430
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elisa Klein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrea Baykir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Terri Childress
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laurie Williamson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Meghan Eslick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ashley Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Julie Callahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23rd Vice President Ways & Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt34th Vice President Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Parliamentarian
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018563
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support of education and family engagement at Mathews Elementary School
IRS990EZ/PrintingPublicationsPostageAmt0443
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Staff 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/DescriptionProgramSrvcAccomTxt1Educational Events and Programs - Program expenses, field trips, drug-free assembly, reflections art contest and field day.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Curriculum and classroom enhancement and support, volunteer time and supplies for 500 students and 60 staff members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06071
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14415
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24138
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt01687
IRS990EZ/SpecialEventsNetIncomeLossAmt09707
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0137
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0109
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019006
IRS990EZ/TotalProgramServiceExpensesAmt014624
IRS990EZ/TotalRevenueAmt031412
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.mathewspta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt078834
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt061457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt068596
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0246144
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0327756
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt0558
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt0578
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt0635
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt0487
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt02778
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057722
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068121
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086535
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt037455
IRS990ScheduleA/Total509Grp/TotalAmt0327756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt086535
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt037455
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0327756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Includes educational enhancement costs (educational enhancement 1,571, hospitality 3,226, volunteer and room representative expenses 2,567, student recognition 151, field trips 1,560, teacher of the year 490, environmental expenses 141 and field day 1,371), program costs (programs expenses 486, health and safety 928, Veteran's Day 250, meet the teacher 66, arts in education 1000 and reflections 70), student scholarships and grants 645, and administrative costs (lifetime memberships 309, credit card fees 1,375, insurance 665, treasurer administration 201, president administration 303, council dues 75, membership toolkit and webmaster expenses 1374).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Current liabilities (including escrow and "to" accounts for sales tax and state dues) Escrow Sales Tax 632.34 Escrow State Dues 1,677.25 To State Dues -1,660.50 To Sales Tax -539.97
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04692228309
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752204654
ReturnHeader/Filer/PhoneNum04697522300
ReturnHeader/Filer/USAddress/AddressLine1Txt07500 Marchman Way
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075025
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.187.208.221
ReturnHeader/ReturnTs02020-08-19T12:44:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$43.6$2.13$41.4$4.40$46.4$50.8
2024Summary only. Only limited summary data is available for this year.$93.7$1.49$59.9$45.1$14.8
2023Detailed filing. Detailed filing data is available for this year.$77.7$0.22$77.4$49.0$28.1$20.8
2022Detailed filing. Detailed filing data is available for this year.$56.9$0.22$56.6$65.8$47.8$18.1
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.4$0.12$38.3$21.2$19.5$1.72
2020Detailed filing. Detailed filing data is available for this year.$36.7$0.11$36.6$31.4$19.0$12.4
2019Summary only. Only limited summary data is available for this year.$24.3$0.14$43.5$48.7$5.18
2018Detailed filing. Detailed filing data is available for this year.$30.2$0.86$29.4$35.3$30.4$4.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.16$24.5$41.3$26.0$15.3
2016Summary only. Only limited summary data is available for this year.$9.70$0.52$37.0$44.7$7.76
2015Detailed filing. Detailed filing data is available for this year.$17.2$0.26$16.9$38.3$36.7$1.62
2014Detailed filing. Detailed filing data is available for this year.$14.2$0.21$14.0$35.9$42.9$6.95
2013Summary only. Only limited summary data is available for this year.$21.5$0.56$40.8$35.9$4.84
2012Summary only. Only limited summary data is available for this year.$16.1$0.00$36.0$29.5$6.51