Civic Intelligence

PTA Texas Congress DBA 3495 Alice E Carlson Elementary PTA

EIN 75-2445830 • 501(c)3 • Fort Worth, TX

Profile

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

3320 W Cantey StFort Worth, TX 76109

www.alicecarlsonpta.com

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

41st percentile

-9.1%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-13%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$332,548

Down $33,262 (-9.1%) from 2024

Liabilities

Up

-$532

Up $159 (+23%) from 2024

Net Assets

Down

$333,080

Down $33,421 (-9.1%) from 2024

Revenue

Down

$242,799

Down $35,636 (-13%) from 2024

Expenses

Up

$275,821

Up $4,819 (+1.8%) from 2024

Net Income

Down

-$33,022

Down $40,455 (-544%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2011: $35,675Liabilities 2011: $02011Assets 2012: $84,186Liabilities 2012: $02012Assets 2013: $162,235Liabilities 2013: $449Net Assets 2013: $161,7862013Assets 2014: $139,821Liabilities 2014: $797Net Assets 2014: $139,0242014Assets 2015: $161,969Liabilities 2015: $862Net Assets 2015: $161,1072015Assets 2016: $205,103Liabilities 2016: $900Net Assets 2016: $204,2032016Assets 2017: $198,454Liabilities 2017: $1,710Net Assets 2017: $196,7442017Assets 2018: $211,976Liabilities 2018: $336Net Assets 2018: $211,6402018Assets 2019: $260,335Liabilities 2019: $0Net Assets 2019: $260,3352019Assets 2020: $249,338Liabilities 2020: $336Net Assets 2020: $249,0022020Assets 2021: $0Net Assets 2021: $02021Assets 2022: $324,953Liabilities 2022: -$664Net Assets 2022: $325,6172022Assets 2023: $358,373Liabilities 2023: $0Net Assets 2023: $358,3732023Assets 2024: $365,810Liabilities 2024: -$691Net Assets 2024: $366,5012024Assets 2025: $332,548Liabilities 2025: -$532Net Assets 2025: $333,0802025

Highlighted filing

2025

Assets$332,548
Liabilities-$532
Net Assets$333,080

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $63,370Expenses 2011: $79,555Net Income 2011: -$16,1852011Revenue 2012: $65,330Expenses 2012: $16,820Net Income 2012: $48,5102012Expenses 2013: $152,0462013Revenue 2014: $235,343Expenses 2014: $257,594Net Income 2014: -$22,2512014Revenue 2015: $246,143Expenses 2015: $224,157Net Income 2015: $21,9862015Revenue 2016: $243,608Expenses 2016: $200,512Net Income 2016: $43,0962016Revenue 2017: $273,943Expenses 2017: $281,403Net Income 2017: -$7,4602017Revenue 2018: $279,483Expenses 2018: $264,587Net Income 2018: $14,8962018Revenue 2019: $281,586Expenses 2019: $232,377Net Income 2019: $49,2092019Revenue 2020: $187,906Expenses 2020: $193,792Net Income 2020: -$5,8862020Revenue 2021: $02021Revenue 2022: $259,597Expenses 2022: $160,811Net Income 2022: $98,7862022Revenue 2023: $262,236Expenses 2023: $227,230Net Income 2023: $35,0062023Revenue 2024: $278,435Expenses 2024: $271,002Net Income 2024: $7,4332024Revenue 2025: $242,799Expenses 2025: $275,821Net Income 2025: -$33,0222025

Highlighted filing

2025

Revenue$242,799
Expenses$275,821
Net Income-$33,022

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.01$3.33$2.43$2.76$0.33
2024Detailed filing. Detailed filing data is available for this year.$3.66$0.01$3.67$2.78$2.71$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$2.62$2.27$0.35
2022Detailed filing. Detailed filing data is available for this year.$3.25$0.01$3.26$2.60$1.61$0.99
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$1.88$1.94$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$2.82$2.32$0.49
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$2.79$2.65$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.02$1.97$2.74$2.81$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.05$0.01$2.04$2.44$2.01$0.43
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.01$1.61$2.46$2.24$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$2.35$2.58$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$1.52
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$0.65$0.17$0.49
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.63$0.80$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 28, 2025
Return Version
2024v5.0
Gross Receipts
$242,799
Mission and Program Overview

Mission

Mission statement To make every child's potential a reality by engaging and empowering families and communities to advocate for all children

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$225,508$192,226▼ $33,282
Savings and Temporary Cash Investments$140,302$140,322▲ $20
Total Assets$365,810$332,548▼ $33,262
Liabilities
Accounts Payable and Accrued Expenses$-691$-532▲ $159
Total Liabilities$-691$-532▲ $159
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$365,494$332,073▼ $33,421
Net Assets With Donor Restrictions$1,007$1,007→ $0
Total Net Assets Fund Balance$366,501$333,080▼ $33,421
Total Liabilities and Net Assets / Fund Balance$365,810$332,548▼ $33,262
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nicole DuvallAuction Chair
Amy GroatCommunications Chair
Mike ZebrunPark for the Arts Chair
Maggie BellingerSpirit Store Chair
Dionna DeardorffPresident
Amber Murphy1st VP Membership
Brooke Istook2nd VP Fundraising
Lindsay Klatzkin3rd VP Programs
Kristen Black4th VP Parent Involvement
Keshia EdwardsParliamentarian
Angela GaitherSecretary
Jenny HuckabyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$186,180
Program Service Revenue
$56,600
Investment Income
$19
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$-33,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$275,821
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$37,899$0$0$37,899
All Other Expenses-$22,484-$22,484
Office Expenses-$7,122-$7,122
Fees for Services Accounting-$995-$995
Information Technology-$872-$872
Insurance-$450-$450
Total Functional Expenses$243,898$31,923$0$275,821
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$98,174$98,174$21,651$76,523
Park for the Arts$86,100$86,100$5,883$80,217
Total Events$184,274$184,274$27,534$156,740
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

PTA members are parents and teachers of school children.

Form 990, Part VI, Section A, Line 7A

PTA members elect the officers of the organization.

Form 990, Part VI, Section B, Line 11B

PTA Treasurer and/or President reviewed tax return prior to filing.

Form 990, Part VI, Section C, Line 19

PTA financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-2445830
Phone
8178006466
Address
3320 W Cantey St, Fort Worth, TX 76109
Doing Business As
3495 Alice E Carson Elementary PTS

Signing Officer

Name
Jenny Huckaby
Title
Treasurer
Phone
8178006466
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenny Huckably
Formed
1997
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
200

Preparer

Firm
Mary M Goosens CPA
Address
3766 W 6th Street, Fort Worth, TX 76107
Preparer
Mary Goosens
Phone
8179077800
Raw XML AppendixShowing 400 of 471 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.

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16486
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217600
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0Special Events - Silent Auction, Park for the Arts, Fun Run
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt029026
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0188559
IRS990/ProgSrvcAccomActy3Grp/Desc0Campus & Classroom Enhancements - Campus, staff and classroom enhancements, support and appreciation.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0176973
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYContributionsGrantsAmt0826
IRS990/PYExcessBenefitTransInd00
IRS990/PYOtherExpensesAmt0271002
IRS990/PYProgramServiceRevenueAmt0277609
IRS990/PYRevenuesLessExpensesAmt07433
IRS990/PYTotalExpensesAmt0271002
IRS990/PYTotalRevenueAmt0278435
IRS990/ReconcilationRevenueExpnssAmt0-33022
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt035452
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0140302
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0140322
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt013472
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0238690
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0265269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0251914
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0258158
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0112365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01126396
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0162
IRS990ScheduleA/InvestmentIncomeCYPct00.00014
IRS990ScheduleA/InvestmentIncomePYPct00.0002
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt028
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt028
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt030
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt0143
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99986
IRS990ScheduleA/PublicSupportPY509Pct00.9988
IRS990ScheduleA/PublicSupportTotal509Amt01139868
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0242752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0268714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0254059
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0259569
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0114774
IRS990ScheduleA/Total509Grp/TotalAmt01139868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0242799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0268742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0254088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0259597
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0114804
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01140030
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027534
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Park for the Arts
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt098174
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt086100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0184274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt098174
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt086100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0184274
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0156740
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt027534
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021651
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05883
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA members are parents and teachers of school children.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA members elect the officers of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA Treasurer and/or President reviewed tax return prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0365810
IRS990/TotalAssetsEOYAmt0332548
IRS990/TotalAssetsGrp/BOYAmt0365810
IRS990/TotalAssetsGrp/EOYAmt0332548
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0186180
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

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