Civic Intelligence

PTA Texas Congress - Barksdale Elementary PTA

990EZ • Fiscal year 2023 • EIN 75-2642260

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 18, 2023

2424 Midway RoadPlano, TX 75093

(469) 752-0100

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

18%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-3.3%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$59,640

Up $9,163 (+18%) from 2022

Net Assets

Up

$59,640

Up $9,163 (+18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$76,933

Down $2,615 (-3.3%) from 2022

Expenses

Up

$67,770

Up $12,881 (+23%) from 2022

Net Income

Down

$9,163

Down $15,496 (-63%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $18,085Liabilities 2011: $02011Assets 2012: $34,439Liabilities 2012: $10,5622012Assets 2013: $31,277Liabilities 2013: $672013Assets 2014: $30,080Liabilities 2014: $02014Assets 2015: $31,866Liabilities 2015: $02015Assets 2016: $18,508Liabilities 2016: $02016Assets 2017: $23,442Liabilities 2017: $02017Assets 2018: $28,443Liabilities 2018: $02018Assets 2019: $31,782Liabilities 2019: $0Net Assets 2019: $31,7822019Assets 2020: $35,453Liabilities 2020: $0Net Assets 2020: $35,4532020Assets 2021: $25,818Liabilities 2021: $0Net Assets 2021: $25,8182021Assets 2022: $50,477Liabilities 2022: $0Net Assets 2022: $50,4772022Assets 2023: $59,640Liabilities 2023: $0Net Assets 2023: $59,6402023Assets 2024: $60,674Liabilities 2024: $0Net Assets 2024: $60,6742024Assets 2025: $76,997Liabilities 2025: $464Net Assets 2025: $76,5332025

Highlighted filing

2023

Assets$59,640
Liabilities$0
Net Assets$59,640

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $46,675Expenses 2011: $55,219Net Income 2011: -$8,5442011Revenue 2012: $46,298Expenses 2012: $40,506Net Income 2012: $5,7922012Revenue 2013: $50,750Expenses 2013: $43,417Net Income 2013: $7,3332013Revenue 2014: $41,456Expenses 2014: $42,586Net Income 2014: -$1,1302014Revenue 2015: $51,042Expenses 2015: $49,158Net Income 2015: $1,8842015Revenue 2016: $54,777Expenses 2016: $68,076Net Income 2016: -$13,2992016Revenue 2017: $57,086Expenses 2017: $52,121Net Income 2017: $4,9652017Revenue 2018: $58,443Expenses 2018: $53,442Net Income 2018: $5,0012018Revenue 2019: $56,969Expenses 2019: $53,630Net Income 2019: $3,3392019Revenue 2020: $46,625Expenses 2020: $43,004Net Income 2020: $3,6212020Revenue 2021: $21,209Expenses 2021: $31,334Net Income 2021: -$10,1252021Revenue 2022: $79,548Expenses 2022: $54,889Net Income 2022: $24,6592022Revenue 2023: $76,933Expenses 2023: $67,770Net Income 2023: $9,1632023Revenue 2024: $80,567Expenses 2024: $79,533Net Income 2024: $1,0342024Revenue 2025: $100,206Expenses 2025: $87,564Net Income 2025: $12,6422025

Highlighted filing

2023

Revenue$76,933
Expenses$67,770
Net Income$9,163
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 18, 2023
Return Version
2022v5.0
Gross Receipts
$128,475
Mission and Program Overview

Mission

Child advocacy & educational enrichment; parent education

Program Services

DescriptionGrantsExpenses
Field Trips to expand learning and experiences to places like the Dallas Zoo, Arboretum, and Perot Museum. Nearly 500 students benefitted.$0$7,874
Programs and Activities including Field Day, Red Ribbon Week, Winter and EOY Parties for the students, Reading Ambassadors, Bronco Press, Author Visits. Over 500 students benefitted by all.$0$7,358
Community picnic celebrations for the teachers, staff, students, and their families. Provided fun activities to bring together the school and the community. Many families in attendance, including teachers and staff available to connect with those families.$0$4,112
Subscriptions to Storyworks for classroom use. Teachers greatly enjoy this resource and have requested it again. Nearly 400 students benefited.$0$3,885
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tammy ShamburgerPresidentPT$0--
Stacy RossTreasurerPT$0--
Amanda WhittenburgVP ProgramsPT$0--
Alana Lipman2nd VP VolunteersPT$0--
Meg Pyka3rd VP Ways And MeansPT$0--
Ashley Sonkin4th VP CommunicationsPT$0--
Jessica GordonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Color Run$35,481$35,481$3,798$31,683
Total Events$35,481$35,481$5,398$30,083
Filing and Contact Details

Filer

Filer Name
PTA TEXAS CONGRESS - Barksdale Elementary PTA
EIN
75-2642260
Phone
4697520100
Address
2424 Midway Road, Plano, TX 75093

Signing Officer

Name
Tammy Shamburger
Title
President
Phone
2143946400
Signed
2023-07-18
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^5th Grade Expense;13268|5th Grade Legacy Expense;4011|3rd Party System Charges;3720|Field Trips Expense;7874|Field Day Expense;2362|Grade Level Supplies Expense;3170|Library Expense;1056|Picnics Expense;4112|Principal's Campus Grant Expense;3574|Red Ribbon Rally Expense;1192|Room Reps Expense;2193|Staff Appreciation Expense;2649|Staff Appreciation Week Expense;3720|Time for Kids and Storyworks;3885|Hallway Decorations Expense;544|Liability Insurance Expense;765|Membership Expense;728|Membership Toolkit Expense;750|Newcomers Lunch Expense;664|Outreach Expense;657|Senior Reception Expense;510|Wellness Expense;754|Corresponding Secretary;521|Teacher of the Year Dinner;490|Admin Expense;98|After School Program Expense;35|Arts in Education Expense;143|Book Fair Expense;341|Breakfast with a Buddy Expense;361|Bronco Press Expense;432|Building and Landscape Expense;235|Coffee with a Counselor Expense;39|Council Dues Expense;75|Cultural Diversity Expense;293|PISD Admin Appreciation;50|PISD Education Foundation;136|Reading Ambassador Expense;122|Scholarship Expense;200|Student Planners Expense;382|Secretary Expense;105|Treasurer Expense;96|Treasurer Software Expense;179|Volunteers Expense;62|Sales Tax not in escrow;1057^Total;67610^

Raw XML Appendix262 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Subscriptions to Storyworks for classroom use. Teachers greatly enjoy this resource and have requested it again. Nearly 400 students benefited.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Community picnic celebrations for the teachers, staff, students, and their families. Provided fun activities to bring together the school and the community. Many families in attendance, including teachers and staff available to connect with those families.
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^5th Grade Expense;13268|5th Grade Legacy Expense;4011|3rd Party System Charges;3720|Field Trips Expense;7874|Field Day Expense;2362|Grade Level Supplies Expense;3170|Library Expense;1056|Picnics Expense;4112|Principal's Campus Grant Expense;3574|Red Ribbon Rally Expense;1192|Room Reps Expense;2193|Staff Appreciation Expense;2649|Staff Appreciation Week Expense;3720|Time for Kids and Storyworks;3885|Hallway Decorations Expense;544|Liability Insurance Expense;765|Membership Expense;728|Membership Toolkit Expense;750|Newcomers Lunch Expense;664|Outreach Expense;657|Senior Reception Expense;510|Wellness Expense;754|Corresponding Secretary;521|Teacher of the Year Dinner;490|Admin Expense;98|After School Program Expense;35|Arts in Education Expense;143|Book Fair Expense;341|Breakfast with a Buddy Expense;361|Bronco Press Expense;432|Building and Landscape Expense;235|Coffee with a Counselor Expense;39|Council Dues Expense;75|Cultural Diversity Expense;293|PISD Admin Appreciation;50|PISD Education Foundation;136|Reading Ambassador Expense;122|Scholarship Expense;200|Student Planners Expense;382|Secretary Expense;105|Treasurer Expense;96|Treasurer Software Expense;179|Volunteers Expense;62|Sales Tax not in escrow;1057^Total;67610^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tammy Shamburger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02143946400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS - Barksdale Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752642260
ReturnHeader/Filer/PhoneNum04697520100
ReturnHeader/Filer/USAddress/AddressLine1Txt02424 Midway Road
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075093
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-07-18T09:02:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.00$0.88$0.13
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.81$0.80$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.77$0.68$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.80$0.55$0.25
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.21$0.31$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.47$0.43$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.57$0.54$0.03
2018Summary only. Only limited summary data is available for this year.$0.28$0.00$0.58$0.53$0.05
2017Summary only. Only limited summary data is available for this year.$0.23$0.00$0.57$0.52$0.05
2016Summary only. Only limited summary data is available for this year.$0.19$0.00$0.55$0.68$0.13
2015Summary only. Only limited summary data is available for this year.$0.32$0.00$0.51$0.49$0.02
2014Summary only. Only limited summary data is available for this year.$0.30$0.00$0.41$0.43$0.01
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.51$0.43$0.07
2012Summary only. Only limited summary data is available for this year.$0.34$0.11$0.46$0.41$0.06
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.47$0.55$0.09