Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2021 • EIN 75-2297831

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 20, 2021

4100 Coldwater CreekPlano, TX 75074

(972) 752-4100

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.18x

Higher debt load relative to assets than 82% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

0.32x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-44%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

13th percentile

-32%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-46%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$30,836

Down $14,527 (-32%) from 2020

Net Assets

Down

$25,310

Down $7,652 (-23%) from 2020

Liabilities

Down

$5,526

Down $6,875 (-55%) from 2020

Revenue

Down

$17,210

Down $14,657 (-46%) from 2020

Expenses

Up

$24,865

Up $1,202 (+5.1%) from 2020

Net Income

Down

-$7,655

Down $15,859 (-193%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0-$20KAssets 2012: $21,162Liabilities 2012: $2,8462012Assets 2013: $14,860Liabilities 2013: $2,5792013Assets 2014: $30,315Liabilities 2014: $6,8722014Assets 2015: $21,365Liabilities 2015: $5,8342015Assets 2016: $36,059Liabilities 2016: $8,2352016Assets 2017: $32,100Liabilities 2017: $8792017Assets 2018: $33,123Liabilities 2018: -$6,1782018Assets 2019: $34,292Liabilities 2019: $9,534Net Assets 2019: $24,7582019Assets 2020: $45,363Liabilities 2020: $12,401Net Assets 2020: $32,9622020Assets 2021: $30,836Liabilities 2021: $5,526Net Assets 2021: $25,3102021

Highlighted filing

2021

Assets$30,836
Liabilities$5,526
Net Assets$25,310

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $28,097Expenses 2012: $30,410Net Income 2012: -$2,3132012Revenue 2013: $23,789Expenses 2013: $27,245Net Income 2013: -$3,4562013Revenue 2014: $32,789Expenses 2014: $24,216Net Income 2014: $8,5732014Revenue 2015: $21,707Expenses 2015: $29,618Net Income 2015: -$7,9112015Revenue 2016: $33,347Expenses 2016: $21,054Net Income 2016: $12,2932016Revenue 2017: $28,627Expenses 2017: $25,230Net Income 2017: $3,3972017Revenue 2018: $25,181Expenses 2018: $29,774Net Income 2018: -$4,5932018Revenue 2019: $25,587Expenses 2019: $27,774Net Income 2019: -$2,1872019Revenue 2020: $31,867Expenses 2020: $23,663Net Income 2020: $8,2042020Revenue 2021: $17,210Expenses 2021: $24,865Net Income 2021: -$7,6552021

Highlighted filing

2021

Revenue$17,210
Expenses$24,865
Net Income-$7,655
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 20, 2021
Return Version
2020v4.0
Gross Receipts
$30,926
Mission and Program Overview

Mission

Support of school functions, education, child well-being

Program Services

DescriptionGrantsExpenses
Educational Enhancements for approx 600 students - field trips, recognition, student clubs, teacher development and support, field day$5,000$10,697
Scholarships - Classroom support and supplies$0$3,839
Programs for approx 600 students - class parties, school programs, spirit events$0$3,383
Other program services - Administrative$0$2,150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melinda MarshallPresidentPT$0--
Jennifer BurggrafVice President-$0--
Dyan BrownSecretary-$0--
Gina PetersonTreasurerPT$0--
Anna KillebrewAsst Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-2297831
Phone
9727524100
Address
4100 Coldwater Creek, Plano, TX 75074

Signing Officer

Name
Regina Peterson
Title
Treasurer
Phone
3109182403
Signed
2021-07-20
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

$1,617.46 - (Refund for cancelled school field trips $1,263.14 + Refund for returned field day medals $79.96 + Refund for spirit shirts $274.36)

Form 990-EZ, Part I, Line 10

$4,776.43 ( PTA Clubs $1,250.00 + PTA Grants $2,870.43 + School Enhancements $256.00 + Donations $400)

Form 990-EZ, Part I, Line 16

Description;Amount^Administrative;2150|Educational Enhancements;10697|Programs;3383|Scholarship;3839^Total;20069^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^School Supplies;5526^Total;5526^

Raw XML Appendix197 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Hickey Elementary PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum04697524100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04100 Coldwater Creek
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045366
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030836
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt07417
IRS990EZ/CostOfGoodsSoldAmt013690
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7655
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045366
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030836
IRS990EZ/FundraisingGrossIncomeAmt07036
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04776
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0389
IRS990EZ/GrossReceiptsAmt030926
IRS990EZ/GrossSalesOfInventoryAmt014079
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0777
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032965
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025310
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032965
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025310
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Melinda Marshall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jennifer Burggraf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dyan Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gina Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anna Killebrew
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Asst Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020069
IRS990EZ/OtherRevenueTotalAmt01617
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Support of school functions, education, child well-being
IRS990EZ/PrintingPublicationsPostageAmt020
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Educational Enhancements for approx 600 students - field trips, recognition, student clubs, teacher development and support, field day
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Programs for approx 600 students - class parties, school programs, spirit events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Scholarships - Classroom support and supplies
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services - Administrative
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010697
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13383
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23839
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32150
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt026
IRS990EZ/SpecialEventsNetIncomeLossAmt07010
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012401
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05526
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024865
IRS990EZ/TotalProgramServiceExpensesAmt020069
IRS990EZ/TotalRevenueAmt017210
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.hickeypta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07417
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt042976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030926
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051920
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt052064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt061517
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0254679
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0297655
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038343
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt065306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061470
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069451
IRS990ScheduleA/Total509Grp/TotalAmt0297655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt038343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt065306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt063085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061470
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069451
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0297655
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$1,617.46 - (Refund for cancelled school field trips $1,263.14 + Refund for returned field day medals $79.96 + Refund for spirit shirts $274.36)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$4,776.43 ( PTA Clubs $1,250.00 + PTA Grants $2,870.43 + School Enhancements $256.00 + Donations $400)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Administrative;2150|Educational Enhancements;10697|Programs;3383|Scholarship;3839^Total;20069^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description;EOY Amount^School Supplies;5526^Total;5526^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Regina Peterson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03109182403
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752297831
ReturnHeader/Filer/PhoneNum09727524100
ReturnHeader/Filer/USAddress/AddressLine1Txt04100 Coldwater Creek
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075074
ReturnHeader/ReturnTs02021-08-07T22:13:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings