PTA Texas Congress

990EZ • Fiscal year 2014 • EIN 75-2374211

Jun 01, 2013 to May 31, 2014 • Filed on Jul 03, 2014

Organization Profile N/A

8707 Dover AvenueLubbock, TX 79424

(806) 766-2022

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

34%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

15%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-42%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$47,261

Up $6,254 (+15%) from 2013

Net Assets

$47,261

Up $6,254 (+15%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin86th percentile

Revenue

Down

$18,647

Down $13,378 (-42%) from 2013

Expenses

Down

$12,393

Down $17,939 (-59%) from 2013

Net Income

$6,254

Up $4,561 (+269%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

Highlighted filing

2014

Assets$47,261

Liabilities$0

Net Assets$47,261

Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

Highlighted filing

2014

Revenue$18,647

Expenses$12,393

Net Income$6,254

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2013 to May 31, 2014
Signed: Jul 3, 2014
Return Version: 2013v3.1
Gross Receipts: $34,386

Mission and Program Overview

Mission

Educational support benefitting elementary children

Program Services

Description	Grants	Expenses
SCHOOL GIFTS: DONATION TO EACH CLASSROOM TO PURCHASE PERMANENT TEACHING TOOLS AND SCHOOL SUPPLIES	-	$12,393

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CATHY ROCAP	President-El	-	$0	-	-
AMY HARRISON	Vice-Preside	-	$0	-	-
JULIE PURDY	Secretary	-	$0	-	-
KATIE MARSHALL	President	PT	$0	-	-
SYD SEXTON	Parliamentar	-	$0	-	-
KIM HIPP	Treasurer	PT	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Event 1	$10,840	$10,840	$3,194	$7,646
Event 2	$10,773	$10,773	$8,370	$2,403
Total Events	$26,972	$26,972	$14,239	$12,733

Filing and Contact Details

Filer

EIN: 75-2374211
Phone: 8067662022

Signing Officer

Name: Kim Hipp
Title: Treasurer
Phone: 8067662022
Signed: 2014-07-03
Discuss with paid preparer: Yes

Preparer

Preparer: Phillip R Houchin CPA
Phone: 8067996699

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance/liability 420 bank charges 168 pta dues 50 telecommunications 155 hospitality 733 membership 206 school gift 6,000 executive expenses 359 public relations 50 scrapbook 88 other 515 pbs program 2,000 training 130 youth protection 153 supplies 650 school spirit 86 total 11,763”

Raw XML Appendix179 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	CATHY ROCAP
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	AMY HARRISON
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	JULIE PURDY
CompensationExplanation/CompensationExplanationGrp/PersonNm	3	KATIE MARSHALL
CompensationExplanation/CompensationExplanationGrp/PersonNm	4	SYD SEXTON
CompensationExplanation/CompensationExplanationGrp/PersonNm	5	KIM HIPP
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	KIM HIPP
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8067890025
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	5424 90TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	LUBBOCK
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	79424
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	41007
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	47261
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	6254
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	630
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	41007
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	47261
IRS990EZ/FundraisingGrossIncomeAmt	0	33913
IRS990EZ/GrossReceiptsAmt	0	34386
IRS990EZ/GroupExemptionNum	0	1889
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	54
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	419
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	41007
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	47261
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	41007
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	47261
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	10.00
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	CATHY ROCAP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	AMY HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JULIE PURDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	KATIE MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	SYD SEXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	KIM HIPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	TREASURER
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	11763
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	EDUCATIONAL SUPPORT BENEFITTING ELEMENTARY CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	SCHOOL GIFTS: DONATION TO EACH CLASSROOM TO PURCHASE PERMANENT TEACHING TOOLS AND SCHOOL SUPPLIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	12393
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	15739
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	18174
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	12393
IRS990EZ/TotalProgramServiceExpensesAmt	0	12393
IRS990EZ/TotalRevenueAmt	0	18647
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	648
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	1727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	3697
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	54
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	54
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	97
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	14
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	59
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	34332
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	63306
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	62816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	80216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	53496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	294166
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	54
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	54
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	97
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	14
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	59
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	278
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.99910
IRS990ScheduleA/PublicSupportPY509Pct	0	0.99930
IRS990ScheduleA/PublicSupportTotal509Amt	0	297863
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	34751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	63790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	63235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	80864
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	55223
IRS990ScheduleA/Total509Grp/TotalAmt	0	297863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	34805
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	63844
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	63332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	80878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	55282
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	298141
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	14239
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	10840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt	0	10773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt	0	5359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	26972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	10840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt	0	10773
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt	0	5359
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	26972
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt	0	T-SHIRT SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt	0	SCHOOL SUPPLY S
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	12733
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt	0	2675
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	14239
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	3194
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt	0	8370
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt	0	1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES INSURANCE/LIABILITY 420 BANK CHARGES 168 PTA DUES 50 TELECOMMUNICATIONS 155 HOSPITALITY 733 MEMBERSHIP 206 SCHOOL GIFT 6,000 EXECUTIVE EXPENSES 359 PUBLIC RELATIONS 50 SCRAPBOOK 88 OTHER 515 PBS PROGRAM 2,000 TRAINING 130 YOUTH PROTECTION 153 SUPPLIES 650 SCHOOL SPIRIT 86 TOTAL 11,763
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KIM HIPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8067662022
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	6354 PRESTON SMITH ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt	0	PTAT
ReturnHeader/Filer/EIN	0	752374211
ReturnHeader/Filer/PhoneNum	0	8067662022
ReturnHeader/Filer/USAddress/AddressLine1	0	8707 DOVER AVENUE
ReturnHeader/Filer/USAddress/City	0	LUBBOCK
ReturnHeader/Filer/USAddress/State	0	TX
ReturnHeader/Filer/USAddress/ZIPCode	0	79424
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	751780054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	HOWARD CUNNINGHAM HOUCHIN & TURNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	6901 QUAKER AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	LUBBOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	79413
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8067996699
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	PHILLIP R HOUCHIN CPA
ReturnHeader/ReturnTs	0	2014-07-21T16:26:08-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-06-01
ReturnHeader/TaxPeriodEndDt	0	2014-05-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $47,261
Liabilities: $0
Net assets: $47,261
Revenue: $18,647
Expenses: $12,393
Net income: $6,254

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$9.17	$0.00	$9.17	$5.48	$14.3	$8.82
2017Detailed filing. Detailed filing data is available for this year.	$18.0	$0.00	$18.0	$9.05	$12.6	$3.58
2016Detailed filing. Detailed filing data is available for this year.	$21.6	$0.00	$21.6	$13.2	$14.7	$1.53
2015Detailed filing. Detailed filing data is available for this year.	$23.1	$0.00	$23.1	$7.41	$31.6	$24.2
2014Detailed filing. Detailed filing data is available for this year.	$47.3	$0.00	$47.3	$18.6	$12.4	$6.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$41.0	$0.00	$41.0	$32.0	$30.3	$1.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$39.3		$39.3	$16.2	$12.0	$4.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$35.1		$35.1	$33.7	$13.1	$20.6