Civic Intelligence

Noel a Smith Elementary

990EZ • Fiscal year 2021 • EIN 75-2705813

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 25, 2021

9800 Sean DriveFrisco, TX 75035

(469) 633-2200

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-25%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$19,931

Down $12,244 (-38%) from 2020

Net Assets

Down

$19,931

Down $12,244 (-38%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$46,384

Down $15,416 (-25%) from 2020

Expenses

Up

$56,431

Up $5,439 (+11%) from 2020

Net Income

Down

-$10,047

Down $20,855 (-193%) from 2020

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $27,366Liabilities 2012: $02012Assets 2013: $42,130Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $02014Assets 2015: $30,890Liabilities 2015: $02015Assets 2016: $25,918Liabilities 2016: $02016Assets 2017: $18,289Liabilities 2017: $02017Assets 2018: $20,969Liabilities 2018: $02018Assets 2019: $21,311Liabilities 2019: $0Net Assets 2019: $21,3112019Assets 2020: $32,175Liabilities 2020: $0Net Assets 2020: $32,1752020Assets 2021: $19,931Liabilities 2021: $0Net Assets 2021: $19,9312021Assets 2022: $15,873Liabilities 2022: $0Net Assets 2022: $15,8732022Assets 2023: $13,302Liabilities 2023: $185Net Assets 2023: $13,1172023Assets 2024: $16,205Liabilities 2024: $903Net Assets 2024: $15,3022024Assets 2025: $13,512Liabilities 2025: $40Net Assets 2025: $13,4722025

Highlighted filing

2021

Assets$19,931
Liabilities$0
Net Assets$19,931

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $49,781Expenses 2012: $34,189Net Income 2012: $15,5922012Revenue 2013: $71,037Expenses 2013: $56,273Net Income 2013: $14,7642013Revenue 2014: $50,346Expenses 2014: $63,934Net Income 2014: -$13,5882014Revenue 2015: $44,713Expenses 2015: $49,685Net Income 2015: -$4,9722015Revenue 2016: $49,702Expenses 2016: $49,132Net Income 2016: $5702016Revenue 2017: $59,835Expenses 2017: $68,034Net Income 2017: -$8,1992017Revenue 2018: $65,415Expenses 2018: $62,735Net Income 2018: $2,6802018Revenue 2019: $57,281Expenses 2019: $56,939Net Income 2019: $3422019Revenue 2020: $61,800Expenses 2020: $50,992Net Income 2020: $10,8082020Revenue 2021: $46,384Expenses 2021: $56,431Net Income 2021: -$10,0472021Revenue 2022: $75,421Expenses 2022: $79,684Net Income 2022: -$4,2632022Revenue 2023: $71,005Expenses 2023: $73,795Net Income 2023: -$2,7902023Revenue 2024: $79,578Expenses 2024: $77,393Net Income 2024: $2,1852024Revenue 2025: $76,341Expenses 2025: $78,171Net Income 2025: -$1,8302025

Highlighted filing

2021

Revenue$46,384
Expenses$56,431
Net Income-$10,047
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 25, 2021
Return Version
2020v4.0
Gross Receipts
$53,591
Mission and Program Overview

Mission

To promote the collaboration and engagement of families and educators in the education of children and youth.

Program Services

DescriptionGrantsExpenses
Gifts to school for teacher training, spelling bee, staff morale, readers notebooks, learning and education all of which enriched the entire student body.$0$17,090
Book Fair was held twice during the year. All students participated. Math Bags for all grades.$0$7,546
An Outdoor Playground Cover was installed for which all students can benefit from.$0$7,500
Education programs for students including high tech for all grades and Dinosaur George & Music In Math$0$6,134
Hospitality for Teachers COVID-19 was especially difficult to navigate. We expanded the budget to help with teacher morale$0$3,108
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Corey HouchinPresident-$0--
Denise ZarateVP Fundraising-$0--
Katie AugustineSecretary-$0--
Chanda HerterTreasurer-$0--
Nicole MorenoVP Programs-$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-2705813
Phone
4696332200
Address
9800 Sean Drive, Frisco, TX 75035

Signing Officer

Name
Chanda Herter
Title
Treasurer
Phone
2145514635
Signed
2021-08-25
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Box Top Income - $193.50 School Store Income - $4664.00

Form 990-EZ, Part I, Line 16

PTA Summer Seminar $250 Insurance $715 Book Fair Expense $7545.63 Arts in Education 142.92 Class Parties 1937.87 Hospitality 3108.39 Membership 1434.74 SAGE 25.00 Programs 6134.00 Healthy Lifestyle 350 Gifts to School 17089.65 Activity Expense 2752.61 5th Grade EOY 30 Outdoor Playground Cover 7500 Admin

Form 990-EZ, Part II, Line 24

Off Balance Sheet Taxes Owed for Sales Tax

Form 990-EZ, Part II, Line 26

Off Budget Sales Tax

Schedule B, Part I

The PTA did not receive funds over the specified amount

Raw XML Appendix251 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/BooksInCareOfDetail/USAddress/CityNm0Frisco
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075035
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Nicole Moreno
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Programs
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0484
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt056431
IRS990EZ/OtherRevenueTotalAmt04858
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To promote the collaboration and engagement of families and educators in the education of children and youth.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt013659
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education programs for students including high tech for all grades and Dinosaur George & Music In Math
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Gifts to school for teacher training, spelling bee, staff morale, readers notebooks, learning and education all of which enriched the entire student body.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Book Fair was held twice during the year. All students participated. Math Bags for all grades.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3An Outdoor Playground Cover was installed for which all students can benefit from.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Hospitality for Teachers COVID-19 was especially difficult to navigate. We expanded the budget to help with teacher morale
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt40
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06134
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt117090
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27546
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt37500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt43108
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt07207
IRS990EZ/SpecialEventsNetIncomeLossAmt0-7207
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt056431
IRS990EZ/TotalProgramServiceExpensesAmt041378
IRS990EZ/TotalRevenueAmt046384
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02601
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010386
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt093
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043782
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt070632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt080584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt088318
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt086079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0369395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00024
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0379781
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090243
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt087922
IRS990ScheduleA/Total509Grp/TotalAmt0379781
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt072552
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087942
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0379874
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Box Top Income - $193.50 School Store Income - $4664.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTA Summer Seminar $250 Insurance $715 Book Fair Expense $7545.63 Arts in Education 142.92 Class Parties 1937.87 Hospitality 3108.39 Membership 1434.74 SAGE 25.00 Programs 6134.00 Healthy Lifestyle 350 Gifts to School 17089.65 Activity Expense 2752.61 5th Grade EOY 30 Outdoor Playground Cover 7500 Admin
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Off Balance Sheet Taxes Owed for Sales Tax
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Off Budget Sales Tax
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The PTA did not receive funds over the specified amount
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Schedule B, Part I
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Chanda Herter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02145514635
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0752705813
ReturnHeader/Filer/PhoneNum04696332200
ReturnHeader/Filer/USAddress/AddressLine1Txt09800 Sean Drive
ReturnHeader/Filer/USAddress/CityNm0Frisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075035
ReturnHeader/ReturnTs02021-08-25T14:25:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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.$13.5$0.04$13.5$76.3$78.2$1.83
2024Detailed filing. Detailed filing data is available for this year.$16.2$0.90$15.3$79.6$77.4$2.19
2023Detailed filing. Detailed filing data is available for this year.$13.3$0.19$13.1$71.0$73.8$2.79
2022Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$75.4$79.7$4.26
2021Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$46.4$56.4$10.0
2020Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$61.8$51.0$10.8
2019Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$57.3$56.9$0.34
2018Summary only. Only limited summary data is available for this year.$21.0$0.00$65.4$62.7$2.68
2017Summary only. Only limited summary data is available for this year.$18.3$0.00$59.8$68.0$8.20
2016Summary only. Only limited summary data is available for this year.$25.9$0.00$49.7$49.1$0.57
2015Summary only. Only limited summary data is available for this year.$30.9$0.00$44.7$49.7$4.97
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$50.3$63.9$13.6
2013Summary only. Only limited summary data is available for this year.$42.1$0.00$71.0$56.3$14.8
2012Summary only. Only limited summary data is available for this year.$27.4$0.00$49.8$34.2$15.6