Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2014 • EIN 75-2700051

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 17, 2015

3400 Ash LaneMckinney, TX 75070-7633

(972) 569-6510

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

32nd percentile

-3.6%

Higher net margin than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

42nd percentile

-1.0%

Faster asset growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

-3.2%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$68,501

Down $710 (-1.0%) from 2013

Net Assets

Down

$68,501

Down $710 (-1.0%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$19,509

Down $655 (-3.2%) from 2013

Expenses

Up

$20,219

Up $812 (+4.2%) from 2013

Net Income

Down

-$710

Down $1,467 (-194%) from 2013

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: $60,878Net Assets 2011: $60,8782011Assets 2012: $68,454Net Assets 2012: $68,4542012Assets 2013: $69,211Net Assets 2013: $69,2112013Assets 2014: $68,501Liabilities 2014: $0Net Assets 2014: $68,5012014Assets 2015: $64,767Liabilities 2015: $02015Assets 2016: $65,395Liabilities 2016: $02016

Highlighted filing

2014

Assets$68,501
Liabilities$0
Net Assets$68,501

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $42,870Expenses 2011: $26,387Net Income 2011: $16,4832011Revenue 2012: $27,754Expenses 2012: $20,178Net Income 2012: $7,5762012Revenue 2013: $20,164Expenses 2013: $19,407Net Income 2013: $7572013Revenue 2014: $19,509Expenses 2014: $20,219Net Income 2014: -$7102014Revenue 2015: $10,633Expenses 2015: $14,367Net Income 2015: -$3,7342015Revenue 2016: $27,869Expenses 2016: $27,241Net Income 2016: $6282016

Highlighted filing

2014

Revenue$19,509
Expenses$20,219
Net Income-$710
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 17, 2015
Return Version
2013v4.0
Gross Receipts
$49,889
Mission and Program Overview

Mission

Child advocacy and student enrichment.

Program Services

DescriptionGrantsExpenses
PROVIDE ENRICHMENT PROGRAMS FOR CHILDREN, PARENTS AND TEACHERS AT THE SCHOOL, ALONG WITH SUPPLIES AND EWQUIPMENT FOR THE SCHOOL SERVICES WHICH BENEFIT OVER 800 STUDENTS, 75 STAFF AND VOLUNTEER PARENTS.$3,962$10,573
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANGIE STADLERSecretaryPT$0--
ADRIENNE DAGLEYCouncil Rep-$0--
STACY HUNZEKERTreasurerPT$0--
CINDY FRANCISPresidentPT$0--
AMY ELLIOT3rd VP-$0--
DARCY WHITE7th VP-$0--
KRISTEN EUBANKSHistorian-$0--
ALYSSA TAYLOR6th VP-$0--
KARA LANELegislative-$0--
HOLLI DRIVER4th VP-$0--
TOM HARPERJag Dads CHA-$0--
ANNIE QUINNAppropriatio-$0--
TIFFANY AUSTIN2nd VPPT$0--
HEATHER TIPPET1st VP-$0--
CHRISTINA STEPHENSHospitality-$0--
VALERIE DORSEYParliamentar-$0--
STACI ETHERIDGE5th VP-$0--
SUZY WOODARDPrincipal-$0--
CAROLYN FESTAT-Rep K-2-$0--
KRISTINE MCGUIRET-Rep 3-5-$0--
KELLY NEALRje Secretar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$12,922$12,922$14,870$-1,948
Event 2$12,216$12,216$7,754$4,462
Total Events$25,138$25,138$22,624$2,514
Filing and Contact Details

Filer

EIN
75-2700051
Phone
9725696510

Signing Officer

Name
Stacy Hunzeker
Title
Treasurer
Phone
9725696510
Signed
2015-02-17
Discuss with paid preparer
Yes

Preparer

Preparer
Frank R Scauzillo Jr
Phone
9725622222
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office supply costs 344 conferences & mtgs 2,434 liability insurance 370 general meetings 375 parent education 369 red ribbon week 690 reflections 359 student enrichment 89 student events 162 variety show 490 school assemblies 3,662 directory 723 pta membership 2,333 membership awards 58 supplies 100 volunteer recognition 608 school pay fee 496 administrative expenses 77 hospitality expenses 825 contingency expenses 328 teacher breakfast 254 membership software 358 treasurer expenses 123 total 15,627

Raw XML Appendix227 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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CompensationExplanation/CompensationExplanationGrp/PersonNm2STACY HUNZEKER
CompensationExplanation/CompensationExplanationGrp/PersonNm3CINDY FRANCIS
CompensationExplanation/CompensationExplanationGrp/PersonNm4AMY ELLIOT
CompensationExplanation/CompensationExplanationGrp/PersonNm5DARCY WHITE
CompensationExplanation/CompensationExplanationGrp/PersonNm6KRISTEN EUBANKS
CompensationExplanation/CompensationExplanationGrp/PersonNm7ALYSSA TAYLOR
CompensationExplanation/CompensationExplanationGrp/PersonNm8KARA LANE
CompensationExplanation/CompensationExplanationGrp/PersonNm9HOLLI DRIVER
CompensationExplanation/CompensationExplanationGrp/PersonNm10TOM HARPER
CompensationExplanation/CompensationExplanationGrp/PersonNm11ANNIE QUINN
CompensationExplanation/CompensationExplanationGrp/PersonNm12TIFFANY AUSTIN
CompensationExplanation/CompensationExplanationGrp/PersonNm13HEATHER TIPPET
CompensationExplanation/CompensationExplanationGrp/PersonNm14CHRISTINA STEPHENS
CompensationExplanation/CompensationExplanationGrp/PersonNm15VALERIE DORSEY
CompensationExplanation/CompensationExplanationGrp/PersonNm16STACI ETHERIDGE
CompensationExplanation/CompensationExplanationGrp/PersonNm17SUZY WOODARD
CompensationExplanation/CompensationExplanationGrp/PersonNm18CAROLYN FESTA
CompensationExplanation/CompensationExplanationGrp/PersonNm19KRISTINE MCGUIRE
CompensationExplanation/CompensationExplanationGrp/PersonNm20KELLY NEAL
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IRS990EZ/BooksInCareOfDetail/USAddress/City0MCKINNEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANGIE STADLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADRIENNE DAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACY HUNZEKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDY FRANCIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMY ELLIOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DARCY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTEN EUBANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALYSSA TAYLOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12TIFFANY AUSTIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15VALERIE DORSEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COUNCIL REP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43RD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt57TH VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt76TH VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8LEGISLATIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt94TH VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10JAG DADS CHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11APPROPRIATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt122ND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt131ST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt165TH VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18T-REP K-2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19T-REP 3-5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20RJE SECRETAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015627
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY AND STUDENT ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ENRICHMENT PROGRAMS FOR CHILDREN, PARENTS AND TEACHERS AT THE SCHOOL, ALONG WITH SUPPLIES AND EWQUIPMENT FOR THE SCHOOL SERVICES WHICH BENEFIT OVER 800 STUDENTS, 75 STAFF AND VOLUNTEER PARENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03962
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010573
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt08120
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IRS990ScheduleA/PublicSupportTotal509Amt040350
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt048470
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt048470
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012922
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025138
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SCHOOL SUPPLIES
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02514
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022624
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014870
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLY COSTS 344 CONFERENCES & MTGS 2,434 LIABILITY INSURANCE 370 GENERAL MEETINGS 375 PARENT EDUCATION 369 RED RIBBON WEEK 690 REFLECTIONS 359 STUDENT ENRICHMENT 89 STUDENT EVENTS 162 VARIETY SHOW 490 SCHOOL ASSEMBLIES 3,662 DIRECTORY 723 PTA MEMBERSHIP 2,333 MEMBERSHIP AWARDS 58 SUPPLIES 100 VOLUNTEER RECOGNITION 608 SCHOOL PAY FEE 496 ADMINISTRATIVE EXPENSES 77 HOSPITALITY EXPENSES 825 CONTINGENCY EXPENSES 328 TEACHER BREAKFAST 254 MEMBERSHIP SOFTWARE 358 TREASURER EXPENSES 123 TOTAL 15,627
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY HUNZEKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09725696510
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10PTATEXAS CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine20REUBEN JOHNSON PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752700051
ReturnHeader/Filer/PhoneNum09725696510
ReturnHeader/Filer/USAddress/AddressLine103400 ASH LANE
ReturnHeader/Filer/USAddress/City0MCKINNEY
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0750707633
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201452960
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10THE SCAUZILLO FIRM PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101515 HERITAGE DR STE 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MCKINNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0750693378
ReturnHeader/PreparerPersonGrp/PhoneNum09725622222
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK R SCAUZILLO JR
ReturnHeader/ReturnTs02015-03-27T09:33:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings