Civic Intelligence

PTA Congress - Rice Middle School

990EZ • Fiscal year 2022 • EIN 75-2820380

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 20, 2022

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

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

33rd percentile

-4.3%

Higher net margin than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

39th percentile

-4.2%

Faster asset growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

35%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$46,360

Down $2,048 (-4.2%) from 2021

Net Assets

Down

$45,332

Down $1,546 (-3.3%) from 2021

Liabilities

Down

$1,028

Down $502 (-33%) from 2021

Revenue

Up

$35,782

Up $9,364 (+35%) from 2021

Expenses

Up

$37,328

Up $11,070 (+42%) from 2021

Net Income

Down

-$1,546

Down $1,706 (-1066%) from 2021

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

2022

Assets$46,360
Liabilities$1,028
Net Assets$45,332

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

2022

Revenue$35,782
Expenses$37,328
Net Income-$1,546
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 20, 2022
Return Version
2021v4.1
Gross Receipts
$77,953
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, enrichmentand education through PTA sponsered program, includingarts, education, assemlies, enviromental, health and safty$0$28,352
Campus endowments - foster student support, enrichment and education through class parties, edowments, recessequipment, field trips and teacher appreciation$0$2,728
Communication - foster student support, enrichment and education by copying and distribution necessary materials$0$850
Form 990 -EZ, Part III Line 31, other Program Accomplishments: State and Local PTA Dues. Grant $0, Expenses $160$0$160
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Avani ChokshiPresidentPT$0--
Yan CaoVP Membership-$0--
Sirisha VemulapalliTreasurerPT$0--
Heather ColemanVP Ways & Means-$0--
Aneesha KolhatkarCommunications/Webmaster-$0--
Alpa AroraSecretary-$0--
Karen CheckonLegislative Chair-$0--
Jennifer BoltonVP Program-$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
Avani Chokshi
Title
President
Phone
4697526000
Signed
2022-07-20
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 $160

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 45,347 2. Returns and Allowance 0 3. Line 1 less line 2 45,347 4. Cost of Goods Sold 42,171 5. Gross Profit 3,176 Cost of Goods Sold: 6.Inventory at Beginning of Year 0 7. Merchandise Purchased 42,171 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 42,171

Other

Form 990-EZ, Part I, Line 16, Other Expenses: Description of Other Expenses: Bank Fee 2,929 Insurance Expense 681, Office Expense 256 , Public Support Expense 37,329 Total to Form 990-EZ, Line 16 36,837

Form 990EZ, Part I, Line 16

See Sch O 36837.

Raw XML Appendix211 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Avani Chokshi
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heather Coleman
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt041
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Campus endowments - foster student support, enrichment and education through class parties, edowments, recessequipment, field trips and teacher appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Program Service Accomplishment, foster student support, enrichmentand education through PTA sponsered program, includingarts, education, assemlies, enviromental, health and safty
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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 $160
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 45,347 2. Returns and Allowance 0 3. Line 1 less line 2 45,347 4. Cost of Goods Sold 42,171 5. Gross Profit 3,176 Cost of Goods Sold: 6.Inventory at Beginning of Year 0 7. Merchandise Purchased 42,171 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 42,171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990-EZ, Part I, Line 16, Other Expenses: Description of Other Expenses: Bank Fee 2,929 Insurance Expense 681, Office Expense 256 , Public Support Expense 37,329 Total to Form 990-EZ, Line 16 36,837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5See Sch O 36837.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt V, PBC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
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ReturnHeader/Filer/PhoneNum04697526000
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075025
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cao and Knauer CPAs
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yan Cao
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ReturnHeader/ReturnTs02022-08-13T08:26:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Avani
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Chokshi
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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