Civic Intelligence

Heritage Elementary PTA

990EZ • Fiscal year 2022 • EIN 75-2488805

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 12, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

87th percentile

65%

Faster asset growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

95%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$48,957

Up $19,265 (+65%) from 2021

Net Assets

Up

$48,957

Up $19,265 (+65%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$58,466

Up $28,437 (+95%) from 2021

Expenses

Up

$38,193

Up $13,591 (+55%) from 2021

Net Income

Up

$20,273

Up $14,846 (+274%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$48,957
Liabilities$0
Net Assets$48,957

Operations Trend

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

2022

Revenue$58,466
Expenses$38,193
Net Income$20,273
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 12, 2022
Return Version
2021v4.0
Gross Receipts
$90,441
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$16,657
School Improvements-Outdoor Classroom$0$5,484
Scholarships-Flying Hawks, Team Charity scholarships, lifetime member awards, student support scholarships$0$3,716
Student Programs-Student Council, grade level memories/reflections, red ribbon week education, anti-bullying initiatives$0$3,269
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Penni DavisPresidentPT$0--
Courtney HoughtonVice PresidentPT$0--
Lauren JonesTreasurerPT$0--
Rene SchimmelmanSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hawkfest Carnival$35,273$23,723$302$23,421
Silent Auction$21,604$21,604$266$21,338
Total Events$70,425$58,875$11,955$46,920
Governance and Compliance

Governance Explanations

Form 990-EZ, Part VI, Line 49

LEF Scholarship $1,150

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
Lauren Jones
Title
Treasurer
Phone
4697135985
Signed
2022-07-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Liability Insurance, training, admin supplies, credit card processing fees

Form 990-EZ, Part I, Line 20

Vendor Credits received

Raw XML Appendix261 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Lauren Jones
IRS990EZ/BooksInCareOfDetail/PhoneNum04697135985
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 Barnett Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Highland Village
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075077
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Penni Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Courtney Houghton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lauren Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rene Schimmelman
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/OtherChangesInNetAssetsAmt0427
IRS990EZ/OtherExpensesTotalAmt02898
IRS990EZ/OtherRevenueTotalAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education
IRS990EZ/PrintingPublicationsPostageAmt0765
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Improvements-Outdoor Classroom
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Student Programs-Student Council, grade level memories/reflections, red ribbon week education, anti-bullying initiatives
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Scholarships-Flying Hawks, Team Charity scholarships, lifetime member awards, student support scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016657
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15484
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23269
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33716
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/RelatedOrgSect527OrgInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt011955
IRS990EZ/SpecialEventsNetIncomeLossAmt035370
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0499
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038193
IRS990EZ/TotalProgramServiceExpensesAmt029126
IRS990EZ/TotalRevenueAmt058466
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd01
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.heritage-pta.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011261
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061159
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055125
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt091557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt091667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0347179
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0408338
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0232
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt09791
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Hawkfest Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0520
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023723
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021604
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058875
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt046920
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01076
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0266
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Liability Insurance, training, admin supplies, credit card processing fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Vendor Credits received
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEF Scholarship $1,150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part VI, Line 49
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauren Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04697135985
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Heritage Elementary PTA
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/ReturnTs02022-07-12T16:44:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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