Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2018 • EIN 75-2298840

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 17, 2018

Organization Profileallenisdcouncilpta.membershiptoolkit.com/home
190 E Stacy Rd Ste 306 Box 264Allen, TX 75002

(214) 724-7839

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

50th percentile

3.0%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$17,940

Up $1,997 (+13%) from 2017

Net Assets

Up

$17,940

Up $1,997 (+13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin50th percentile

Revenue

Down

$66,775

Down $14,074 (-17%) from 2017

Expenses

Down

$64,778

Down $7,288 (-10%) from 2017

Net Income

Down

$1,997

Down $6,786 (-77%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$40K$30K$20K$10K$0Assets 2015: $6,035Liabilities 2015: $02015Assets 2017: $15,943Liabilities 2017: $0Net Assets 2017: $15,9432017Assets 2018: $17,940Liabilities 2018: $0Net Assets 2018: $17,9402018Assets 2019: $32,795Liabilities 2019: $0Net Assets 2019: $32,7952019Assets 2020: $26,464Liabilities 2020: $0Net Assets 2020: $26,4642020

Highlighted filing

2018

Assets$17,940
Liabilities$0
Net Assets$17,940
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

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

$100K$50K$0-$50KRevenue 2015: $20,619Expenses 2015: $18,370Net Income 2015: $2,2492015Revenue 2017: $80,849Expenses 2017: $72,066Net Income 2017: $8,7832017Revenue 2018: $66,775Expenses 2018: $64,778Net Income 2018: $1,9972018Revenue 2019: $61,769Expenses 2019: $46,914Net Income 2019: $14,8552019Revenue 2020: $21,115Expenses 2020: $27,446Net Income 2020: -$6,3312020

Highlighted filing

2018

Revenue$66,775
Expenses$64,778
Net Income$1,997
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 17, 2018
Return Version
2017v2.2
Gross Receipts
$66,775
Mission and Program Overview

Mission

Strengthen local ptas develop leadershi

Program Services

DescriptionGrantsExpenses
HELP STUDENTS DEVELOP HEALTHY LIFESTYLES--
PROVIDE SCHOLARSHIPS FOR HS SENIORS--
PROVIDE TRAINING FEEDBACK PROGRAMS AND RECOGNITION TO MEMBER UNITS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LATRICIA SMITHPresident-$0--
MARISOL RANDLEVice President-$0--
MACHEA HERNANDEZTreasurer-$0--
RACHEL MITCHELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-2298840
Address
190 E STACY RD STE 306 BOX 264, Allen, TX 75002

Signing Officer

Name
Latricia Smith
Title
President
Phone
2147247839
Signed
2018-07-17
Discuss with paid preparer
No

Preparer

Firm
Tax Express
Address
768 WHITMAN PLACE, Allen, TX 75002
Preparer
Clelon Houpt
Phone
2143830060
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountADMINISTRATIVE 826STORAGE UNIT RENTAL 412DILLARD LUNCH 135HEALTHY LIFESTYLES 25,174COUNCIL MEETING LUNCHEONS 3,457INSURANCE 395LEADERSHIP TRAINING 805LIFE MEMBERSHIP AWARDS 4,880TREASURER 19PROGRAMS 100REFLECTIONS CONTEST 585SCHOLARSHIPS 11,000SECRETARY 211VOLUNTEER AWARDS 318WATCH DOGS EVENT 870WEBSITE 235CARRYOVER 6,578UNCLEARED MISC 8,778”

Raw XML Appendix133 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/PersonNm0MACHEA HERNANDEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum02147247839
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0190 E STACY RD STE 306 BOX 264
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALLEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015943
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017940
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015175
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01997
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015943
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017940
IRS990EZ/GrossReceiptsAmt066775
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02900
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015943
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017940
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015943
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017940
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LATRICIA SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARISOL RANDLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MACHEA HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt064778
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0STRENGTHEN LOCAL PTAS DEVELOP LEADERSHI
IRS990EZ/ProgramServiceRevenueAmt048700
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELP STUDENTS DEVELOP HEALTHY LIFESTYLES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SCHOLARSHIPS FOR HS SENIORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE TRAINING FEEDBACK PROGRAMS AND RECOGNITION TO MEMBER UNITS
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064778
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt066775
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015175
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt051600
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt051600
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt066775
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066775
IRS990ScheduleA/Total509Grp/TotalAmt066775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt066775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountADMINISTRATIVE 826STORAGE UNIT RENTAL 412DILLARD LUNCH 135HEALTHY LIFESTYLES 25,174COUNCIL MEETING LUNCHEONS 3,457INSURANCE 395LEADERSHIP TRAINING 805LIFE MEMBERSHIP AWARDS 4,880TREASURER 19PROGRAMS 100REFLECTIONS CONTEST 585SCHOLARSHIPS 11,000SECRETARY 211VOLUNTEER AWARDS 318WATCH DOGS EVENT 870WEBSITE 235CARRYOVER 6,578UNCLEARED MISC 8,778
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LATRICIA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02147247839
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752298840
ReturnHeader/Filer/USAddress/AddressLine1Txt0190 E STACY RD STE 306 BOX 264
ReturnHeader/Filer/USAddress/CityNm0Allen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075002
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A44C3F15F72DA6716F9A173AC531D179DE3789E1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A44C3F15F72DA6716F9A173AC531D179DE3789E1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07541192018198xelnuoc
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.3.4.173
ReturnHeader/FilingSecurityInformation/IPDt02018-07-17
ReturnHeader/FilingSecurityInformation/IPTm015:40:34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX EXPRESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0768 WHITMAN PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Allen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075002
ReturnHeader/PreparerPersonGrp/PhoneNum02143830060
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Clelon Houpt
ReturnHeader/ReturnTs02018-07-17T15:32:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,940
Liabilities
$0
Net assets
$17,940
Revenue
$66,775
Expenses
$64,778
Net income
$1,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$21.1$27.4$6.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$0.00$32.8$61.8$46.9$14.9
2018Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$66.8$64.8$2.00
2017Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$80.8$72.1$8.78
2015Summary only. Only limited summary data is available for this year.$6.04$0.00$20.6$18.4$2.25