Civic Intelligence

PTA Congress - Rice Middle School

990EZ • Fiscal year 2023 • EIN 75-2820380

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 01, 2023

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

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$52,149

Up $5,789 (+12%) from 2022

Net Assets

Up

$51,420

Up $6,088 (+13%) from 2022

Liabilities

Down

$729

Down $299 (-29%) from 2022

Revenue

Up

$41,491

Up $5,709 (+16%) from 2022

Expenses

Down

$35,403

Down $1,925 (-5.2%) from 2022

Net Income

Up

$6,088

Up $7,634 (+494%) from 2022

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

2023

Assets$52,149
Liabilities$729
Net Assets$51,420

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

2023

Revenue$41,491
Expenses$35,403
Net Income$6,088
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 1, 2023
Return Version
2022v5.0
Gross Receipts
$84,200
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$27,265
Campus endowments - foster student support, enrichment and education through class parties, edowments, recessequipment, field trips and teacher appreciation$0$1,575
Communication - foster student support, enrichment and education by copying and distribution necessary materials$0$963
Form 990 -EZ, Part III Line 31, other Program Accomplishments: State and Local PTA Dues. Grant $0, Expenses $75$0$75
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer BoltonPresidentPT$0--
Lisa FloresVP Membership-$0--
Jennifer NicholsonTreasurerPT$0--
Shelly RogersVP Ways & Means-$0--
Aneesha KolhatkarCommunications/Webmaster-$0--
Karen CheckonSecretary-$0--
Avani ChokshiLegislative Chair-$0--
Nahali NarayanVP 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
Jennifer Bolton
Title
President
Phone
4697526000
Signed
2023-10-01
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 $75

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 51,427 2. Returns and Allowance 0 3. Line 1 less line 2 51,427 4. Cost of Goods Sold 42,709 5. Gross Profit 8,718 Cost of Goods Sold: 6.Inventory at Beginning of Year 0 7. Merchandise Purchased 42,709 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 42,709

Other

Form 990-EZ, Part I, Line 16, Other Expenses: Description of Other Expenses: Bank Fee 2,637 Insurance Expense 681, Office Expense 405 , Public Support Expense 31,229 Total to Form 990-EZ, Line 16 34,953

Form 990EZ, Part I, Line 16

See Sch O 34953.

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/PersonNm0Jennifer Bolton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Flores
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IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
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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
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Communication - foster student support, enrichment and education by copying and distribution necessary materials
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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 $75
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 51,427 2. Returns and Allowance 0 3. Line 1 less line 2 51,427 4. Cost of Goods Sold 42,709 5. Gross Profit 8,718 Cost of Goods Sold: 6.Inventory at Beginning of Year 0 7. Merchandise Purchased 42,709 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 42,709
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990-EZ, Part I, Line 16, Other Expenses: Description of Other Expenses: Bank Fee 2,637 Insurance Expense 681, Office Expense 405 , Public Support Expense 31,229 Total to Form 990-EZ, Line 16 34,953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5See Sch O 34953.
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/SignatureDt02023-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Congress - Rice Middle School
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ReturnHeader/Filer/EIN0752820380
ReturnHeader/Filer/PhoneNum04697526000
ReturnHeader/Filer/USAddress/AddressLine1Txt08500 Gifford Drive
ReturnHeader/Filer/USAddress/CityNm0Plano
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ReturnHeader/Filer/USAddress/ZIPCd075025
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cao and Knauer CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0340 Alamo Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lavon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075166
ReturnHeader/PreparerPersonGrp/PhoneNum02143925456
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yan Cao
ReturnHeader/ReturnTs02023-10-06T11:07:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bolton
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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