Civic Intelligence

Heritage Elementary PTA

990EZ • Fiscal year 2020 • EIN 75-2488805

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 04, 2020

Organization Profilewww.heritage-pta.com
100 Barnett BlvdHighland Village, TX 75077

(469) 713-5985

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

53rd percentile

7.1%

Higher net margin than 53% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

10.0%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-28%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$25,390

Up $2,308 (+10.0%) from 2019

Net Assets

Up

$25,390

Up $2,308 (+10.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin53rd percentile

Revenue

Down

$32,721

Down $12,584 (-28%) from 2019

Expenses

Down

$30,413

Down $13,979 (-31%) from 2019

Net Income

Up

$2,308

Up $1,395 (+153%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$80K$60K$40K$20K$0Assets 2012: $30,866Liabilities 2012: $1422012Assets 2013: $52,007Liabilities 2013: $8552013Assets 2014: $40,987Liabilities 2014: $862014Assets 2015: $33,600Liabilities 2015: $02015Assets 2016: $33,174Liabilities 2016: $02016Assets 2017: $25,494Liabilities 2017: $02017Assets 2018: $22,169Liabilities 2018: $02018Assets 2019: $23,082Liabilities 2019: $0Net Assets 2019: $23,0822019Assets 2020: $25,390Liabilities 2020: $0Net Assets 2020: $25,3902020Assets 2021: $29,692Liabilities 2021: $0Net Assets 2021: $29,6922021Assets 2022: $48,957Liabilities 2022: $0Net Assets 2022: $48,9572022Assets 2023: $51,057Liabilities 2023: $0Net Assets 2023: $51,0572023Assets 2024: $68,399Liabilities 2024: $0Net Assets 2024: $68,3992024Assets 2025: $65,238Liabilities 2025: $0Net Assets 2025: $65,2382025

Highlighted filing

2020

Assets$25,390
Liabilities$0
Net Assets$25,390
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

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

$100K$50K$0-$50KRevenue 2012: $60,581Expenses 2012: $41,018Net Income 2012: $19,5632012Revenue 2013: $81,795Expenses 2013: $61,367Net Income 2013: $20,4282013Revenue 2014: $54,920Expenses 2014: $65,085Net Income 2014: -$10,1652014Revenue 2015: $42,961Expenses 2015: $50,262Net Income 2015: -$7,3012015Revenue 2016: $58,151Expenses 2016: $58,577Net Income 2016: -$4262016Revenue 2017: $44,707Expenses 2017: $52,387Net Income 2017: -$7,6802017Revenue 2018: $46,590Expenses 2018: $49,915Net Income 2018: -$3,3252018Revenue 2019: $45,305Expenses 2019: $44,392Net Income 2019: $9132019Revenue 2020: $32,721Expenses 2020: $30,413Net Income 2020: $2,3082020Revenue 2021: $30,029Expenses 2021: $24,602Net Income 2021: $5,4272021Revenue 2022: $58,466Expenses 2022: $38,193Net Income 2022: $20,2732022Revenue 2023: $51,391Expenses 2023: $49,237Net Income 2023: $2,1542023Revenue 2024: $59,977Expenses 2024: $42,880Net Income 2024: $17,0972024Revenue 2025: $55,613Expenses 2025: $58,705Net Income 2025: -$3,0922025

Highlighted filing

2020

Revenue$32,721
Expenses$30,413
Net Income$2,308
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 4, 2020
Return Version
2019v5.0
Gross Receipts
$55,125
Mission and Program Overview

Mission

Education

Program Services

DescriptionGrantsExpenses
Student Enhancements-Educational Software; Author Visits; Exhibits; Scholarships; Assist Student Council. Enrichment-School/Staff Enrichment; Class Enrichment. Educational-Software; Reading Materials; Textbooks$0$8,043
School Improvements-Outdoor Classroom$0$5,568
Youth Development-Parent Education-Volunteer Education$0$2,884
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley DodsonPresidentPT$0--
Michelle ReedVice President-$0--
Allison BeanTreasurerPT$0--
Penni DavisSecretary-$0--
Governance and Compliance

Governance Explanations

Form 990-EZ, Part VI, Line 49

“LEF Scholarship”

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-2488805
Phone
4697135985
Address
100 Barnett Blvd, Highland Village, TX 75077

Signing Officer

Name
Allison Bean
Title
Treasurer
Phone
4697135985
Signed
2020-08-04
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Enrichment =$8,043; Scholarships = $1,073; Improvements = $5,568; Developments = $2,884; Programs = $1,511”

Form 990-EZ, Part I, Line 16

“PTA Leadership = $241; Insurance = $450; Credit Card Fees = $830; Reserve Cash = $500”

Schedule B, Part I

“0”

Raw XML Appendix184 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Allison Bean
IRS990EZ/BooksInCareOfDetail/PhoneNum04697135985
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03114 Southwood Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Highland Village
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075077
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt019779
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IRS990EZ/GrossReceiptsAmt055125
IRS990EZ/GrossSalesOfInventoryAmt013138
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023082
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
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/PersonNm0Ashley Dodson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Michelle Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Allison Bean
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Penni Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02021
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education
IRS990EZ/PrintingPublicationsPostageAmt01696
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student Enhancements-Educational Software; Author Visits; Exhibits; Scholarships; Assist Student Council. Enrichment-School/Staff Enrichment; Class Enrichment. Educational-Software; Reading Materials; Textbooks
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Improvements-Outdoor Classroom
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Youth Development-Parent Education-Volunteer Education
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08043
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15568
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22884
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/RelatedOrgSect527OrgInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt011736
IRS990EZ/SpecialEventsNetIncomeLossAmt020782
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030413
IRS990EZ/TotalProgramServiceExpensesAmt016495
IRS990EZ/TotalRevenueAmt032721
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.heritage-pta.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012312
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014363
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064089
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt091557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt091667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt090016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0116185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0444550
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0508639
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064594
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0102818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0103979
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0130548
IRS990ScheduleA/Total509Grp/TotalAmt0508639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0102818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0103979
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0106700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0130548
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0508639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Enrichment =$8,043; Scholarships = $1,073; Improvements = $5,568; Developments = $2,884; Programs = $1,511
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA Leadership = $241; Insurance = $450; Credit Card Fees = $830; Reserve Cash = $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEF Scholarship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part VI, Line 49
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule B, Part I
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Allison Bean
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04697135985
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752488805
ReturnHeader/Filer/PhoneNum04697135985
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 Barnett Blvd
ReturnHeader/Filer/USAddress/CityNm0Highland Village
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075077
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.187.129.73
ReturnHeader/ReturnTs02020-08-04T17:26:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,390
Liabilities
$0
Net assets
$25,390
Revenue
$32,721
Expenses
$30,413
Net income
$2,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$65.2$0.00$65.2$55.6$58.7$3.09
2024Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$60.0$42.9$17.1
2023Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$51.4$49.2$2.15
2022Detailed filing. Detailed filing data is available for this year.$49.0$0.00$49.0$58.5$38.2$20.3
2021Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$30.0$24.6$5.43
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$32.7$30.4$2.31
2019Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$45.3$44.4$0.91
2018Summary only. Only limited summary data is available for this year.$22.2$0.00$46.6$49.9$3.33
2017Summary only. Only limited summary data is available for this year.$25.5$0.00$44.7$52.4$7.68
2016Summary only. Only limited summary data is available for this year.$33.2$0.00$58.2$58.6$0.43
2015Summary only. Only limited summary data is available for this year.$33.6$0.00$43.0$50.3$7.30
2014Summary only. Only limited summary data is available for this year.$41.0$0.09$54.9$65.1$10.2
2013Summary only. Only limited summary data is available for this year.$52.0$0.86$81.8$61.4$20.4
2012Summary only. Only limited summary data is available for this year.$30.9$0.14$60.6$41.0$19.6