Civic Intelligence

PTA Congress - Rice Middle School

990EZ • Fiscal year 2018 • EIN 75-2820380

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 15, 2018

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

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

59th percentile

6.8%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Down

$28,212

Down $5,716 (-17%) from 2017

Net Assets

Down

$27,042

Down $6,886 (-20%) from 2017

Liabilities

$1,170

No earlier filing loaded for comparison.

Revenue

Up

$31,228

Up $1,981 (+6.8%) from 2017

Expenses

Up

$38,114

Up $12,907 (+51%) from 2017

Net Income

Down

-$6,886

Down $10,926 (-270%) from 2017

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

2018

Assets$28,212
Liabilities$1,170
Net Assets$27,042

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

2018

Revenue$31,228
Expenses$38,114
Net Income-$6,886
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 15, 2018
Return Version
2017v2.2
Gross Receipts
$72,444
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.

See Schedule O

Program Services

DescriptionGrantsExpenses
Program Service Accomplishment, foster student support, enrichment and education through PTA sponsered program, including arts, education, assemlies, enviromental, health and safty-$22,974
Campus endowments - foster student support, enrichment and education through class parties, edowments, recess equipment, field trips and teacher appreciation-$9,722
COMMUNICATION - FOSTER STUDENT SUPPORT, ENRICHMENT AND EDUCATION BY COPYING AND DISTRIBUTION NECESSARY MATERIALS-$1,005
0-$556
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERNILLE NORDSTROMPresidentPT$0--
YAN CAOVP Membership-$0--
SARAH QUANVP Programs-$0--
PATRICIA BUSCH KENNEDYVP Ways & Means-$0--
LISA MENDIOLAVP Volunteers-$0--
ALICE WEAVERSecretary-$0--
GRACE GONGTreasurerPT$0--
SHANNON DEWOLFParliamentarian-$0--
KAREN NIELSENCommunications/ Webmaster-$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
Pernille Nordstrom
Title
President
Phone
4697526000
Signed
2018-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Cao and Knauer CPAs
Address
340 Alamo Ct, Lavon, TX 75166
Preparer
Yan Cao
Phone
2143925456
Supplemental Narrative

Additional Explanations

Other

Form 990 EZ, Part III : Primary Exempt Purpose - To provide the oppurtunity for children and parents to come together for a common casue and to enlist the particiapation of parents and children to further the education of all children

Pt III, Line 31

Form 990 -EZ, Part III Line 31, other Program Accomplishments: State and Local PTA Dues. Grant $0, Expenses $556

Pt V, PBC

Form 990-EX, Part V, Information Regarding Personal Benefit Contract: The 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.

Other

Form 990 EZ, Part I Line 7, Gross Profit from Sales: 1. Gross Receipts 49,645 2. Returns and Allowance 0 3. Line 1 less line 2 49,645 4. Cost of Goods Sold 41,216 5. Gross Profit 8,429 Cost of Goods Sold: 6.Inventory at Beginning of Year 0 7. Merchandise Purchased 41,216 8. Cost of Labor 0 9. Materials and Supplies 0 10. Other Costs 0 11. Inventory at End of year 0 12.Cost of Goods Sold 41,216

Other

Form 990-EZ, Part I, Line 16, Other Expenses: Description of Other Expenses: Bank Fee 1,899 , Insurance Expense 595, Office Expense 196 , Public Support Expense 34,290, Outside Service 684 Total to Form 990-EZ, Line 16 37,664

Form 990EZ, Part I, Line 16

See Sch O

Raw XML Appendix189 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/CityNm0Plano
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IRS990EZ/GrossSalesOfInventoryAmt049645
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PERNILLE NORDSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1YAN CAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH QUAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA BUSCH KENNEDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA MENDIOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALICE WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GRACE GONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHANNON DEWOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KAREN NIELSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Ways & Means
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Volunteers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Parliamentarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Communications/ Webmaster
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037664
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt011659
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Campus endowments - foster student support, enrichment and education through class parties, edowments, recess equipment, field trips and teacher appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Program Service Accomplishment, foster student support, enrichment and education through PTA sponsered program, including arts, education, assemlies, enviromental, health and safty
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt3556
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IRS990EZ/WebsiteAddressTxt0www.ricepta.org
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062482
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 EZ, Part III : Primary Exempt Purpose - To provide the oppurtunity for children and parents to come together for a common casue and to enlist the particiapation of parents and children to further the education of all children
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 -EZ, Part III Line 31, other Program Accomplishments: State and Local PTA Dues. Grant $0, Expenses $556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990-EX, Part V, Information Regarding Personal Benefit Contract: The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 EZ, Part I Line 7, Gross Profit from Sales: 1. Gross Receipts 49,645 2. Returns and Allowance 0 3. Line 1 less line 2 49,645 4. Cost of Goods Sold 41,216 5. Gross Profit 8,429 Cost of Goods Sold: 6.Inventory at Beginning of Year 0 7. Merchandise Purchased 41,216 8. Cost of Labor 0 9. Materials and Supplies 0 10. Other Costs 0 11. Inventory at End of year 0 12.Cost of Goods Sold 41,216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990-EZ, Part I, Line 16, Other Expenses: Description of Other Expenses: Bank Fee 1,899 , Insurance Expense 595, Office Expense 196 , Public Support Expense 34,290, Outside Service 684 Total to Form 990-EZ, Line 16 37,664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5See Sch O
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt V, PBC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
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ReturnHeader/BusinessOfficerGrp/PhoneNum04697526000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Congress - Rice Middle School
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ReturnHeader/Filer/EIN0752820380
ReturnHeader/Filer/PhoneNum04697526000
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ReturnHeader/FilingSecurityInformation/IPDt02018-07-30
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ReturnHeader/FilingSecurityInformation/IPTm019:06:12
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0340 Alamo Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lavon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerPersonGrp/PhoneNum02143925456
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YAN CAO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-30T19:06:22-07:00
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.$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