Civic Intelligence

PTA Texas Congress Akiba Academy

EIN 75-2379517 • 501(c)3 • Dallas, TX

Profile

The organization serves as a parent teacher organization at the jewish day school serving children from the ages of 3 to the eight grade.

12324 Merit DriveDallas, TX 75251-2222

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.04x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$74,384

Up $9,687 (+15%) from 2023

Liabilities

Down

$2,110

Down $2,802 (-57%) from 2023

Net Assets

Up

$72,274

Up $12,489 (+21%) from 2023

Revenue

Up

$49,313

Up $9,915 (+25%) from 2023

Expenses

Up

$36,824

Up $12,563 (+52%) from 2023

Net Income

Down

$12,489

Down $2,648 (-17%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $12,369Liabilities 2011: $0Net Assets 2011: $12,3692011Assets 2012: $15,026Liabilities 2012: $0Net Assets 2012: $15,0262012Assets 2013: $23,082Net Assets 2013: $23,0822013Assets 2014: $18,753Net Assets 2014: $18,7532014Assets 2015: $33,030Liabilities 2015: $02015Assets 2016: $25,140Liabilities 2016: $802016Assets 2017: $25,779Liabilities 2017: $80Net Assets 2017: $25,6992017Assets 2018: $29,089Liabilities 2018: $802018Assets 2019: $44,667Liabilities 2019: $02019Assets 2020: $50,309Liabilities 2020: $02020Assets 2021: $53,036Net Assets 2021: $53,0362021Assets 2022: $44,648Net Assets 2022: $44,6482022Assets 2023: $64,697Liabilities 2023: $4,912Net Assets 2023: $59,7852023Assets 2024: $74,384Liabilities 2024: $2,110Net Assets 2024: $72,2742024

Highlighted filing

2024

Assets$74,384
Liabilities$2,110
Net Assets$72,274

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $31,593Expenses 2011: $32,425Net Income 2011: -$8322011Revenue 2012: $27,465Expenses 2012: $24,808Net Income 2012: $2,6572012Revenue 2013: $32,631Expenses 2013: $28,027Net Income 2013: $4,6042013Revenue 2014: $32,130Expenses 2014: $36,459Net Income 2014: -$4,3292014Revenue 2015: $24,702Expenses 2015: $10,283Net Income 2015: $14,4192015Revenue 2016: $35,716Expenses 2016: $47,058Net Income 2016: -$11,3422016Revenue 2017: $42,192Expenses 2017: $43,344Net Income 2017: -$1,1522017Revenue 2018: $39,120Expenses 2018: $35,810Net Income 2018: $3,3102018Revenue 2019: $46,244Expenses 2019: $30,586Net Income 2019: $15,6582019Revenue 2020: $39,532Expenses 2020: $31,391Net Income 2020: $8,1412020Revenue 2021: $42,595Expenses 2021: $39,868Net Income 2021: $2,7272021Revenue 2022: $41,037Expenses 2022: $49,425Net Income 2022: -$8,3882022Revenue 2023: $39,398Expenses 2023: $24,261Net Income 2023: $15,1372023Revenue 2024: $49,313Expenses 2024: $36,824Net Income 2024: $12,4892024

Highlighted filing

2024

Revenue$49,313
Expenses$36,824
Net Income$12,489

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.4$2.11$72.3$49.3$36.8$12.5
2023Detailed filing. Detailed filing data is available for this year.$64.7$4.91$59.8$39.4$24.3$15.1
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.6$44.6$41.0$49.4$8.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.0$53.0$42.6$39.9$2.73
2020Summary only. Only limited summary data is available for this year.$50.3$0.00$39.5$31.4$8.14
2019Summary only. Only limited summary data is available for this year.$44.7$0.00$46.2$30.6$15.7
2018Summary only. Only limited summary data is available for this year.$29.1$0.08$39.1$35.8$3.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.08$25.7$42.2$43.3$1.15
2016Summary only. Only limited summary data is available for this year.$25.1$0.08$35.7$47.1$11.3
2015Summary only. Only limited summary data is available for this year.$33.0$0.00$24.7$10.3$14.4
2014Detailed filing. Detailed filing data is available for this year.$18.8$18.8$32.1$36.5$4.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$23.1$32.6$28.0$4.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.00$15.0$27.5$24.8$2.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$0.00$12.4$31.6$32.4$0.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$49,313
Mission and Program Overview

Mission

See Sch O

The organization serves as a parent teacher organization at the jewish day school serving children from the ages of 3 to the eight grade.

Program Services

DescriptionGrantsExpenses
TEACHER APPRECIATION AND SUPPORT$0$16,328
SPONSORING PARENT ACTIVITIES$0$9,410
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALYSSA GRUENPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress Akiba Academy
EIN
75-2379517
Phone
2142953420
Address
12324 MERIT DRIVE, DALLAS, TX 75251-2222

Signing Officer

Name
Alyssa Gruen
Title
President
Phone
2142953420
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Brian J Wertheim CPA
Address
6510 LBJ FREEWAY SUITE 180, DALLAS, TX 75240
Preparer
Brian J Wertheim CPA
Phone
9729341099
Supplemental Narrative

Additional Explanations

Other

Form 990-ez part i line 4 other investment income

Other

K-1 income from cedar hill bingo unit trust 15,273

Other

Form 990-ez part i line 16 other expenses

Other

Teacher appreciation and support 16,328

Other

FEDERAL INCOME TAX 3,163

Other

Miscellaneous expense 559

Other

Office supplies and expenses 1,496

Other

Parent gifts and events 9,410

Other

PROFESSIONAL FEES 575

Other

STUDENT STIPENDS 643

Other

Total other expenses to part i line 16 32,174

Form 990EZ, Part I, Line 8

Sale of school spirit wear 1906.

Form 990EZ, Part I, Line 16

See attached schedule o 32174.

Form 990EZ, Part II, Line 24

Investment in cedar hill bingo trust 43742. 39242.

Form 990EZ, Part II, Line 26

Bingo trust advanced distributions 4912. 2110.

Raw XML Appendix170 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/BenefitsPaidToOrForMembersAmt04650
IRS990EZ/BooksInCareOfDetail/PersonNm0RALPH PETERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02142953420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012324 MERIT DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075251
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020955
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035142
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012489
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064697
IRS990EZ/Form990TotalAssetsGrp/EOYAmt074384
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt049313
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt015273
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032134
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059785
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072274
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059785
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072274
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALYSSA GRUEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt043742
IRS990EZ/OtherAssetsTotalDetail/EOYAmt039242
IRS990EZ/OtherExpensesTotalAmt032174
IRS990EZ/OtherRevenueTotalAmt01906
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION SERVES AS A PARENT TEACHER ORGANIZATION AT THE JEWISH DAY SCHOOL SERVING CHILDREN FROM THE AGES OF 3 TO THE EIGHT GRADE.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORING PARENT ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER APPRECIATION AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09410
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116328
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04912
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02110
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036824
IRS990EZ/TotalProgramServiceExpensesAmt025738
IRS990EZ/TotalRevenueAmt049313
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0106675
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0106675
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0106675
IRS990ScheduleA/TotalSupportAmt0106675
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990-EZ PART I LINE 4 OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1K-1 INCOME FROM CEDAR HILL BINGO UNIT TRUST 15,273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990-EZ PART I LINE 16 OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHER APPRECIATION AND SUPPORT 16,328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FEDERAL INCOME TAX 3,163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS EXPENSE 559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE SUPPLIES AND EXPENSES 1,496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PARENT GIFTS AND EVENTS 9,410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PROFESSIONAL FEES 575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9STUDENT STIPENDS 643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TOTAL OTHER EXPENSES TO PART I LINE 16 32,174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SALE OF SCHOOL SPIRIT WEAR 1906.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SEE ATTACHED SCHEDULE O 32174.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13INVESTMENT IN CEDAR HILL BINGO TRUST 43742. 39242.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BINGO TRUST ADVANCED DISTRIBUTIONS 4912. 2110.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALYSSA GRUEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02142953420
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS AKIBA ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752379517
ReturnHeader/Filer/PhoneNum02142953420
ReturnHeader/Filer/USAddress/AddressLine1Txt012324 MERIT DRIVE
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752512222
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820578803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRIAN J WERTHEIM CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06510 LBJ FREEWAY SUITE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075240
ReturnHeader/PreparerPersonGrp/PhoneNum09729341099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J WERTHEIM CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T07:04:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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