Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2018 • EIN 75-2759264

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 19, 2018

1860 Cannon DrMansfield, TX 76063

(817) 299-5860

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

32nd percentile

-3.9%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

49%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$4,508

Down $2,395 (-35%) from 2017

Net Assets

$4,508

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$61,317

Up $20,153 (+49%) from 2017

Expenses

Up

$63,712

Up $3,760 (+6.3%) from 2017

Net Income

Up

-$2,395

Up $16,393 (+87%) from 2017

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $11,426Liabilities 2011: $118Net Assets 2011: $11,3082011Assets 2012: $13,207Liabilities 2012: $02012Assets 2013: $12,445Liabilities 2013: $02013Assets 2014: $19,533Liabilities 2014: $02014Assets 2015: $22,864Liabilities 2015: $02015Assets 2016: $25,690Liabilities 2016: $02016Assets 2017: $6,903Liabilities 2017: $02017Assets 2018: $4,508Liabilities 2018: $0Net Assets 2018: $4,5082018Assets 2019: $6,540Liabilities 2019: $0Net Assets 2019: $6,5402019Assets 2020: $9,967Liabilities 2020: $0Net Assets 2020: $9,9672020Assets 2021: $10,795Liabilities 2021: $1Net Assets 2021: $10,7942021Assets 2022: $16,648Liabilities 2022: $0Net Assets 2022: $16,6482022Assets 2023: $25,454Liabilities 2023: $0Net Assets 2023: $25,4542023Assets 2025: $7,413Net Assets 2025: $7,4132025

Highlighted filing

2018

Assets$4,508
Liabilities$0
Net Assets$4,508

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $95,712Expenses 2011: $93,764Net Income 2011: $1,9482011Revenue 2012: $48,482Expenses 2012: $46,606Net Income 2012: $1,8762012Revenue 2013: $39,717Expenses 2013: $40,479Net Income 2013: -$7622013Revenue 2014: $44,202Expenses 2014: $37,114Net Income 2014: $7,0882014Revenue 2015: $45,383Expenses 2015: $37,049Net Income 2015: $8,3342015Revenue 2016: $38,934Expenses 2016: $35,810Net Income 2016: $3,1242016Revenue 2017: $41,164Expenses 2017: $59,952Net Income 2017: -$18,7882017Revenue 2018: $61,317Expenses 2018: $63,712Net Income 2018: -$2,3952018Revenue 2019: $68,930Expenses 2019: $66,898Net Income 2019: $2,0322019Revenue 2020: $51,188Expenses 2020: $47,761Net Income 2020: $3,4272020Revenue 2021: $37,780Expenses 2021: $36,947Net Income 2021: $8332021Revenue 2022: $101,868Expenses 2022: $96,014Net Income 2022: $5,8542022Revenue 2023: $96,426Expenses 2023: $87,620Net Income 2023: $8,8062023Revenue 2025: $101,174Expenses 2025: $107,426Net Income 2025: -$6,2522025

Highlighted filing

2018

Revenue$61,317
Expenses$63,712
Net Income-$2,395
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 19, 2018
Return Version
2017v2.2
Gross Receipts
$111,636
Mission and Program Overview

Mission

Willie Brown Elementary PTA provides elementary programs, encourages parent involvement, and promotes child advocacy to the public elementary school supplementing the curriculum providing enrichment programs and materials not afforded by the school district.

See Schedule O

Program Services

DescriptionGrantsExpenses
Other program services-$48,143
Events such as the Fall Festival and a Fun Run to promote parent teacher and student involvement benefited school family and community-$32,435
Supported the educational process by providing education foundation scholarships supplies and a gift to the school Benefited the entire school-$30,487
Events such as the Book Fair and Literacy night to promote student literacy and help provide books to the school Benefits the entire school-$3,596
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie WoodfillPresident-$0--
January Zell1st VP Aide To President-$0--
Meggan Fletcher2nd VP Membership-$0--
Becca Dashner4th VP Programs-$0--
Jennifer Waller5th VP Room Rep-$0--
Marcy SheltonSecretary-$0--
Karen DodsonParlimentarian-$0--
Sarah FranklinHistorian-$0--
Erica UplingerTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$46,557$46,557$27,743$18,814
Festival$18,615$18,615$4,692$13,923
Total Events$81,818$81,818$37,736$44,082
Filing and Contact Details

Filer

Filer Name
Willie Brown Elementary PTA
EIN
75-2759264
Address
1860 Cannon Dr, Mansfield, TX 76063

Signing Officer

Name
Erica Uplinger
Title
Treasurer
Phone
8172995860
Signed
2018-08-19
Discuss with paid preparer
Yes

Preparer

Firm
CBT Ltd
Address
2309 Roosevelt Drive Suite A, Arlington, TX 76016
Preparer
Marissa LaCour
Phone
8172743210
Supplemental Narrative

Additional Explanations

General explanation attachment

Organizations Primary Exempt Purpose: Willie Brown Elementary PTA provides educational programs, encourages parent involvement, and promotes child advocacy to the public elementary school supplementing the curriculum providing enrichment programs and materials not afforded by the school disctrict.

List of grants and similar amounts paid Part I line 10

Activity Education Foundation Contribution and Scholarship Amount 3,000

Description of other expenses Part I line 16

Description AmountMembership 255Room Reps 3,940Council Dues 75Dads Club 1,110Field Trips 13,468Gift to School 27,187Historian Supplies 125Hospitality 567Insurance 395Kindergarten Round Up 65Office Supplies 300Programs 2,100President Fund 325PTA Leadership Conference 2,074Teacher Appreciation 711Treasurer 37Volunteer Coordinator 1714th Grade Party 5,057Arts and Education 142Environmental/Beautification 193Leader Training 10Health & Wellness 1,787Spiritual Character Supplies 618

Other program services Part III line 31

Other programs and services include Winter Holiday, Class parties, Field trips, Dads Club, Field Day, gift to the school, teacher appreciation and hospitality

Raw XML Appendix219 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/BooksInCareOfDetail/USAddress/CityNm0Mansfield
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katie Woodfill
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Meggan Fletcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Becca Dashner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Waller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Marcy Shelton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Karen Dodson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sarah Franklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Erica Uplinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt060712
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Supported the educational process by providing education foundation scholarships supplies and a gift to the school Benefited the entire school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Events such as the Fall Festival and a Fun Run to promote parent teacher and student involvement benefited school family and community
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Events such as the Book Fair and Literacy night to promote student literacy and help provide books to the school Benefits the entire school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030487
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt132435
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt348143
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt045245
IRS990EZ/SpecialEventsNetIncomeLossAmt049911
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063712
IRS990EZ/TotalProgramServiceExpensesAmt0114661
IRS990EZ/TotalRevenueAmt061317
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IRS990EZ/TypeOfOrganizationOtherDesc0PTA
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010647
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0114083
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt035678
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt046557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016646
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt046557
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044082
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05301
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037736
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04692
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt027743
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organizations Primary Exempt Purpose: Willie Brown Elementary PTA provides educational programs, encourages parent involvement, and promotes child advocacy to the public elementary school supplementing the curriculum providing enrichment programs and materials not afforded by the school disctrict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Education Foundation Contribution and Scholarship Amount 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountMembership 255Room Reps 3,940Council Dues 75Dads Club 1,110Field Trips 13,468Gift to School 27,187Historian Supplies 125Hospitality 567Insurance 395Kindergarten Round Up 65Office Supplies 300Programs 2,100President Fund 325PTA Leadership Conference 2,074Teacher Appreciation 711Treasurer 37Volunteer Coordinator 1714th Grade Party 5,057Arts and Education 142Environmental/Beautification 193Leader Training 10Health & Wellness 1,787Spiritual Character Supplies 618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other programs and services include Winter Holiday, Class parties, Field trips, Dads Club, Field Day, gift to the school, teacher appreciation and hospitality
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other program services Part III line 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erica Uplinger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08172995860
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Willie Brown Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0752759264
ReturnHeader/Filer/USAddress/AddressLine1Txt01860 Cannon Dr
ReturnHeader/Filer/USAddress/CityNm0Mansfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076063
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.10.246.81
ReturnHeader/FilingSecurityInformation/IPDt02018-08-20
ReturnHeader/FilingSecurityInformation/IPTm011:57:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752837698
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBT Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02309 Roosevelt Drive Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076016
ReturnHeader/PreparerPersonGrp/PhoneNum08172743210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marissa LaCour
ReturnHeader/ReturnTs02018-08-19T17:16:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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.$0.07$0.07$1.01$1.07$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.96$0.88$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.02$0.96$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.38$0.37$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.51$0.48$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.69$0.67$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.61$0.64$0.02
2017Summary only. Only limited summary data is available for this year.$0.07$0.00$0.41$0.60$0.19
2016Summary only. Only limited summary data is available for this year.$0.26$0.00$0.39$0.36$0.03
2015Summary only. Only limited summary data is available for this year.$0.23$0.00$0.45$0.37$0.08
2014Summary only. Only limited summary data is available for this year.$0.20$0.00$0.44$0.37$0.07
2013Summary only. Only limited summary data is available for this year.$0.12$0.00$0.40$0.40$0.01
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.48$0.47$0.02
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.96$0.94$0.02