Civic Intelligence

PTA Congress - Rice Middle School

990EZ • Fiscal year 2016 • EIN 75-2820380

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 19, 2016

8500 Gifford DrivePlano, TX 75025

(469) 752-6000

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$29,888

Down $5,362 (-15%) from 2015

Net Assets

Down

$29,888

Down $5,362 (-15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$17,215

Down $6,221 (-27%) from 2015

Expenses

Up

$22,577

Up $1,058 (+4.9%) from 2015

Net Income

Down

-$5,362

Down $7,279 (-380%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $35,969Liabilities 2011: $02011Assets 2012: $32,514Liabilities 2012: $02012Assets 2013: $36,253Liabilities 2013: $02013Assets 2014: $33,333Liabilities 2014: $0Net Assets 2014: $33,3332014Assets 2015: $35,250Liabilities 2015: $0Net Assets 2015: $35,2502015Assets 2016: $29,888Liabilities 2016: $0Net Assets 2016: $29,8882016Assets 2017: $33,928Net Assets 2017: $33,9282017Assets 2018: $28,212Liabilities 2018: $1,170Net Assets 2018: $27,0422018Assets 2019: $38,983Liabilities 2019: $974Net Assets 2019: $38,0092019Assets 2020: $47,474Liabilities 2020: $756Net Assets 2020: $46,7182020Assets 2021: $48,408Liabilities 2021: $1,530Net Assets 2021: $46,8782021Assets 2022: $46,360Liabilities 2022: $1,028Net Assets 2022: $45,3322022Assets 2023: $52,149Liabilities 2023: $729Net Assets 2023: $51,4202023Assets 2024: $55,977Liabilities 2024: $1,460Net Assets 2024: $54,5172024Assets 2025: $44,485Liabilities 2025: $1,276Net Assets 2025: $43,2092025

Highlighted filing

2016

Assets$29,888
Liabilities$0
Net Assets$29,888

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $32,080Expenses 2011: $31,892Net Income 2011: $1882011Revenue 2012: $20,133Expenses 2012: $23,588Net Income 2012: -$3,4552012Revenue 2013: $29,415Expenses 2013: $25,684Net Income 2013: $3,7312013Revenue 2014: $25,710Expenses 2014: $28,622Net Income 2014: -$2,9122014Revenue 2015: $23,436Expenses 2015: $21,519Net Income 2015: $1,9172015Revenue 2016: $17,215Expenses 2016: $22,577Net Income 2016: -$5,3622016Revenue 2017: $29,247Expenses 2017: $25,207Net Income 2017: $4,0402017Revenue 2018: $31,228Expenses 2018: $38,114Net Income 2018: -$6,8862018Revenue 2019: $56,275Expenses 2019: $45,308Net Income 2019: $10,9672019Revenue 2020: $41,479Expenses 2020: $32,770Net Income 2020: $8,7092020Revenue 2021: $26,418Expenses 2021: $26,258Net Income 2021: $1602021Revenue 2022: $35,782Expenses 2022: $37,328Net Income 2022: -$1,5462022Revenue 2023: $41,491Expenses 2023: $35,403Net Income 2023: $6,0882023Revenue 2024: $48,889Expenses 2024: $45,792Net Income 2024: $3,0972024Revenue 2025: $35,357Expenses 2025: $46,665Net Income 2025: -$11,3082025

Highlighted filing

2016

Revenue$17,215
Expenses$22,577
Net Income-$5,362
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 19, 2016
Return Version
2015v2.1
Gross Receipts
$63,778
Mission and Program Overview

Mission

To provide the opportunity for children and parents to come together for a common cause and to enlist the participation of parents and children to further the education of all children.

Program Services

DescriptionGrantsExpenses
Programs - foster student support, enrichment and education through PTA sponsored programs, including arts & education, assemblies, environmental, health & safety, multicultural, newcomers, student programs$0$9,452
Campus endowments - foster student support, enrichment and education through class parties, endowments, recess equipment, field trips and teacher appreciation$0$8,236
Communication - foster student support, enrichment and education by copying and distributing necessary materials$0$780
State and local PTA dues$0$540
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon DewolfPresidentPT$0--
Irene RamirezVP Programs-$0--
Shannon HodgesVP Membership-$0--
Shilpa PadoleVP Volunteers-$0--
Aarthi NarayananVP Ways & Means-$0--
Bethany UlteigSecretary-$0--
Becky CinclairTreasurerPT$0--
Patricia KennedyCouncil Delegate-$0--
Patricia KennedyParliamentarian-$0--
Megan RexCommunications-$0--
Filing and Contact Details

Filer

Filer Name
PTA Congress - Rice Middle School
EIN
75-2820380
Phone
4697526000
Address
8500 Gifford Drive, Plano, TX 75025

Signing Officer

Name
Shannon Dewolf
Title
President
Phone
4697526000
Signed
2016-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Peter M Carrell & Company LLC
Address
115 S Kentucky Street, McKinney, TX 75069
Preparer
Peter M Carrell CPA
Phone
9725428889
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 7 - Sales of Inventory

Income: Gross Receipts: 44,660. Returns and Allowances: 0. Less Cost of Goods Sold: 46,563. Gross Profit: -1,903. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 46,563. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 46,563.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Bank fees. Amount: 1,394. Description: Insurance expense. Amount: 595. Description: Office expense. Amount: 48. Description: Public support expense. Amount: 19,008. Description: Outside services. Amount: 882. Total to Form 990-EZ, line 16: 21,927.

Raw XML Appendix204 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/BusinessName/BusinessNameLine1Txt0Rice Middle School PTA
IRS990EZ/BooksInCareOfDetail/PhoneNum04697526000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08500 Gifford Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075025
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shannon Dewolf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Irene Ramirez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Shannon Hodges
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shilpa Padole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Aarthi Narayanan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bethany Ulteig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Becky Cinclair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Patricia Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Patricia Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Megan Rex
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Ways & Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Council Delegate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Communications
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021927
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide the opportunity for children and parents to come together for a common cause and to enlist the participation of parents and children to further the education of all children.
IRS990EZ/ProgramServiceRevenueAmt07497
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Campus endowments - foster student support, enrichment and education through class parties, endowments, recess equipment, field trips and teacher appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Programs - foster student support, enrichment and education through PTA sponsored programs, including arts & education, assemblies, environmental, health & safety, multicultural, newcomers, student programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Communication - foster student support, enrichment and education by copying and distributing necessary materials
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3State and local PTA dues
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08236
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19452
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2780
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3540
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022577
IRS990EZ/TotalProgramServiceExpensesAmt019008
IRS990EZ/TotalRevenueAmt017215
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/WebsiteAddressTxt0www.ricepta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011431
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069217
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt051051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051632
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt096736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0322836
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt062482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070154
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt086005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0109634
IRS990ScheduleA/Total509Grp/TotalAmt0392053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070154
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0109634
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0392053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Income: Gross Receipts: 44,660. Returns and Allowances: 0. Less Cost of Goods Sold: 46,563. Gross Profit: -1,903. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 46,563. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 46,563.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Bank fees. Amount: 1,394. Description: Insurance expense. Amount: 595. Description: Office expense. Amount: 48. Description: Public support expense. Amount: 19,008. Description: Outside services. Amount: 882. Total to Form 990-EZ, line 16: 21,927.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Shannon Dewolf
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04697526000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Congress - Rice Middle School
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0752820380
ReturnHeader/Filer/PhoneNum04697526000
ReturnHeader/Filer/USAddress/AddressLine1Txt08500 Gifford Drive
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075025
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200448191
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peter M Carrell & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S Kentucky Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0McKinney
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075069
ReturnHeader/PreparerPersonGrp/PhoneNum09725428889
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter M Carrell CPA
ReturnHeader/ReturnTs02016-09-22T09:14:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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.$44.5$1.28$43.2$35.4$46.7$11.3
2024Detailed filing. Detailed filing data is available for this year.$56.0$1.46$54.5$48.9$45.8$3.10
2023Detailed filing. Detailed filing data is available for this year.$52.1$0.73$51.4$41.5$35.4$6.09
2022Detailed filing. Detailed filing data is available for this year.$46.4$1.03$45.3$35.8$37.3$1.55
2021Detailed filing. Detailed filing data is available for this year.$48.4$1.53$46.9$26.4$26.3$0.16
2020Detailed filing. Detailed filing data is available for this year.$47.5$0.76$46.7$41.5$32.8$8.71
2019Detailed filing. Detailed filing data is available for this year.$39.0$0.97$38.0$56.3$45.3$11.0
2018Detailed filing. Detailed filing data is available for this year.$28.2$1.17$27.0$31.2$38.1$6.89
2017Detailed filing. Detailed filing data is available for this year.$33.9$33.9$29.2$25.2$4.04
2016Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$17.2$22.6$5.36
2015Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$23.4$21.5$1.92
2014Detailed filing. Detailed filing data is available for this year.$33.3$0.00$33.3$25.7$28.6$2.91
2013Summary only. Only limited summary data is available for this year.$36.3$0.00$29.4$25.7$3.73
2012Summary only. Only limited summary data is available for this year.$32.5$0.00$20.1$23.6$3.46
2011Summary only. Only limited summary data is available for this year.$36.0$0.00$32.1$31.9$0.19