Civic Intelligence

PTA Texas Congress DBA 3495 Alice E Carlson Elementary PTA

990 • Fiscal year 2015 • EIN 75-2445830

Jul 01, 2014 to Jun 30, 2015 • Filed on Jul 17, 2015

Organization Profilewww.alicecarlsonpta.org
3320 W Cantey StFort Worth, TX 76109

(817) 366-2833

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

62nd percentile

8.9%

Higher net margin than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

4.6%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$161,969

Up $22,148 (+16%) from 2014

Net Assets

Up

$161,107

Up $22,083 (+16%) from 2014

Liabilities

Up

$862

Up $65 (+8.2%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin62nd percentile

Revenue

Up

$246,143

Up $10,800 (+4.6%) from 2014

Expenses

Down

$224,157

Down $33,437 (-13%) from 2014

Net Income

Up

$21,986

Up $44,237 (+199%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$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

2015

Assets$161,969
Liabilities$862
Net Assets$161,107
Open 2015 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$246,143
Expenses$224,157
Net Income$21,986
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jul 17, 2015
Return Version
2014v5.0
Gross Receipts
$246,143
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$133,727$101,568▼ $32,159
Savings and Temporary Cash Investments$6,094$60,401▲ $54,307
Total Assets$139,821$161,969▲ $22,148
Liabilities
Accounts Payable and Accrued Expenses$797$862▲ $65
Total Liabilities$797$862▲ $65
Net Assets / Fund Balance
Unrestricted Net Assets$138,117$160,100▲ $21,983
Temporarily Rstr Net Assets$907$1,007▲ $100
Total Net Assets Fund Balance$139,024$161,107▲ $22,083
Total Liabilities and Net Assets / Fund Balance$139,821$161,969▲ $22,148
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Serena KeelerPresident
Tamela AdamsParliamentarian
Casey CallSecretary
Sheryl HeltTreasurer
Chanda ReyesVP Budget/Finance
Chanda ByrdVP Membership
Susan TitusVP Parent Involvement
Tricia DanielsVP Parent Involvement
Courtney KerrVP Programs
Maren FosheeVP Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$228,264
Program Service Revenue
$17,870
Investment Income
$9
Other Revenue
$0
All Other Contributions
$1,469
Change in Net Assets
$21,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$224,157
Total Fundraising Expense$36,955
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$4,897$0$4,897
Office Expenses$0$2,316$0$2,316
Fees for Services Accounting$0$1,045$0$1,045
Insurance$0$450$0$450
Total Functional Expenses$178,494$8,708$36,955$224,157
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
Fall Fundraiser$109,375$109,375$1,336$108,039
Silent Auction$100,825$100,825$26,445$74,380
Total Events$226,288$226,288$43,087$183,201
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
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
Filing and Contact Details

Filer

Filer Name
PTA Texas Congress
EIN
75-2445830
Phone
8173662833
Address
3320 W Cantey St, Fort Worth, TX 76109

Signing Officer

Name
Sheryl Helt
Title
Treasurer
Phone
8173662833
Signed
2015-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheryl Helt
Formed
1997
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
200

Preparer

Firm
Jeri Jo Blackmon Ea
Address
1408 Mistletoe Dr, Fort Worth, TX 76110-1023
Preparer
Jeri Jo Blackmon
Phone
8179234393
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“PTA members are parents and teachers of school children”

Pt VI, Line 7A

“PTA members elect the officers of the organization”

Pt VI, Line 11B

“PTA Treasurer reviewed tax return with preparer”

Pt VI, Line 19

“PTA financial statements are available to the public upon request.”

Raw XML Appendix384 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0100825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0226288
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0109375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0100825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0226288
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0183201
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt015306
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043087
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01336
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt026445
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 reviewed tax return with preparer
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0907
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01007
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0139821
IRS990/TotalAssetsEOYAmt0161969
IRS990/TotalAssetsGrp/BOYAmt0139821
IRS990/TotalAssetsGrp/EOYAmt0161969
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0228264
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt036955
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08708
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0178494
IRS990/TotalFunctionalExpensesGrp/TotalAmt0224157
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0797
IRS990/TotalLiabilitiesEOYAmt0862
IRS990/TotalLiabilitiesGrp/BOYAmt0797
IRS990/TotalLiabilitiesGrp/EOYAmt0862
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0139024
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0161107
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt017870
IRS990/TotalProgramServiceExpensesAmt0178494
IRS990/TotalProgramServiceRevenueAmt017870
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017879
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0246143
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0139821
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0161969
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0138117
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0160100
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03320 W Cantey St
IRS990/USAddress/CityNm0Fort Worth
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076109
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.alicecarlsonpta.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERYL HELT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08173662833
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752445830
ReturnHeader/Filer/PhoneNum08173662833
ReturnHeader/Filer/USAddress/AddressLine1Txt03320 W Cantey St
ReturnHeader/Filer/USAddress/CityNm0Fort Worth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JERI JO BLACKMON EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01408 Mistletoe Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Worth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0761101023
ReturnHeader/PreparerPersonGrp/PhoneNum08179234393
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERI JO BLACKMON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-06T17:48:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,969
Liabilities
$862
Net assets
$161,107
Revenue
$246,143
Expenses
$224,157
Net income
$21,986
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