Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2019 • EIN 75-2940578

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 30, 2019

4300 Waskom DrivePlano, TX 75024

(469) 633-8200

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Up

$24,255

Up $6,302 (+35%) from 2017

Net Assets

$24,255

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $932 (-100%) from 2017

Revenue

Up

$51,308

Up $19,868 (+63%) from 2017

Expenses

Up

$39,816

Up $16,352 (+70%) from 2017

Net Income

Up

$11,492

Up $3,516 (+44%) from 2017

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $7,166Liabilities 2012: $02012Assets 2013: $13,361Liabilities 2013: $02013Assets 2014: $5,460Liabilities 2014: $02014Assets 2015: $13,493Liabilities 2015: $02015Assets 2016: $9,978Liabilities 2016: $02016Assets 2017: $17,953Liabilities 2017: $9322017Assets 2019: $24,255Liabilities 2019: $0Net Assets 2019: $24,2552019Assets 2020: $37,319Liabilities 2020: $0Net Assets 2020: $37,3192020

Highlighted filing

2019

Assets$24,255
Liabilities$0
Net Assets$24,255

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $36,595Expenses 2012: $39,120Net Income 2012: -$2,5252012Revenue 2013: $35,873Expenses 2013: $29,678Net Income 2013: $6,1952013Revenue 2014: $10,995Expenses 2014: $18,896Net Income 2014: -$7,9012014Revenue 2015: $31,175Expenses 2015: $23,142Net Income 2015: $8,0332015Revenue 2016: $14,097Expenses 2016: $17,612Net Income 2016: -$3,5152016Revenue 2017: $31,440Expenses 2017: $23,464Net Income 2017: $7,9762017Revenue 2019: $51,308Expenses 2019: $39,816Net Income 2019: $11,4922019Revenue 2020: $43,976Expenses 2020: $30,912Net Income 2020: $13,0642020

Highlighted filing

2019

Revenue$51,308
Expenses$39,816
Net Income$11,492
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 30, 2019
Return Version
2018v3.0
Gross Receipts
$52,232
Mission and Program Overview

Mission

To promote the collaboration and engagement of families and educators in the education of children and youth.

Program Services

DescriptionGrantsExpenses
* About 7 educational programs were held, covering topics such as AIM for success, Catherine Fowler night, Family fun night etc. Two Scholastic Book Fairs were held in fall and spring. Promoted reading while providing opportunity for families to purchase books for children, classrooms/teachers, and school library. Books shelved by reading level and teacher recommended reading guide provided. Educational tools purchased to be utilized in the classroom included coding circuitry, Board games etc.$38,377$39,816
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rozmin PunjaniTreasurer-$0--
Romina SardaDirector - Membership-$0--
Meredith HoneaPresidentPT$0--
Jodi DavisSchool Principal-$0--
Deborah FederickSecretary-$0--
Dan BarrientosDirector - Watch Dogs-$0--
Anitha VishiDirector - Hospitality-$0--
Shilpa PahujaDirector -Room Parent Co-Ordinator-$0--
Filing and Contact Details

Filer

Filer Name
Borchardt Elementary PTA
EIN
75-2940578
Phone
4696338200
Address
4300 Waskom Drive, Plano, TX 75024

Signing Officer

Name
Rozmin Punjani
Title
Treasurer
Phone
2035540495
Signed
2019-08-30
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Includes school dontation: $747, PTA council dues: 75

Form 990-EZ, Part I, Line 16

Description;Amount^Bank related charges;244|5th grade farewell party;1375|Hospitality Teacher lunches;4105|Insurance;570|Membership;2226|School Programs by PTA;3243|Reflections;59|Box Tops;21|General PTA expense;364|Class Room Parties;3188|Watch Dog expenses;714^Total;16109^

Form 990-EZ, Part I, Line 20

Description;Amount^2017 2018 School PRogram;-222|2017 2018 school donation;-313|2017 2018 school donation;-886|2017 2018 Class party expenses;-207|2017 2018 other expenses;-2535|Interest income;1|bank charges;-6|rounding;1^Total;-4167^

Raw XML Appendix212 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum04696338200
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04300 Waskom Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Plano
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075024
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IRS990EZ/ContributionsGiftsGrantsEtcAmt038377
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GrossSalesOfInventoryAmt01266
IRS990EZ/GroupExemptionNum01889
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rozmin Punjani
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Romina Sarda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Meredith Honea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jodi Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Deborah Federick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dan Barrientos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Anitha Vishi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Shilpa Pahuja
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director - Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3School Principal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director - Watch Dogs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director - Hospitality
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director -Room Parent Co-ordinator
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-4167
IRS990EZ/OtherExpensesTotalAmt016109
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To promote the collaboration and engagement of families and educators in the education of children and youth.
IRS990EZ/PrintingPublicationsPostageAmt0108
IRS990EZ/ProgramServiceRevenueAmt012574
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0* About 7 educational programs were held, covering topics such as AIM for success, Catherine Fowler night, Family fun night etc. Two Scholastic Book Fairs were held in fall and spring. Promoted reading while providing opportunity for families to purchase books for children, classrooms/teachers, and school library. Books shelved by reading level and teacher recommended reading guide provided. Educational tools purchased to be utilized in the classroom included coding circuitry, Board games etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038377
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039816
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039816
IRS990EZ/TotalProgramServiceExpensesAmt039816
IRS990EZ/TotalRevenueAmt051308
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.borchardtpta.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038377
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038377
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01266
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt039643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt039643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Includes school dontation: $747, PTA council dues: 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Bank related charges;244|5th grade farewell party;1375|Hospitality Teacher lunches;4105|Insurance;570|Membership;2226|School Programs by PTA;3243|Reflections;59|Box Tops;21|General PTA expense;364|Class Room Parties;3188|Watch Dog expenses;714^Total;16109^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^2017 2018 School PRogram;-222|2017 2018 school donation;-313|2017 2018 school donation;-886|2017 2018 Class party expenses;-207|2017 2018 other expenses;-2535|Interest income;1|bank charges;-6|rounding;1^Total;-4167^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Rozmin Punjani
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02035540495
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Borchardt Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0BORC
ReturnHeader/Filer/EIN0752940578
ReturnHeader/Filer/PhoneNum04696338200
ReturnHeader/Filer/USAddress/AddressLine1Txt04300 Waskom Drive
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075024
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.34.104.129
ReturnHeader/ReturnTs02019-08-30T14:48:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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