Civic Intelligence

PTA Texas Congress

990 • Fiscal year 2024 • EIN 75-6062014

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 24, 2024

5828 E Mockingbird LaneDallas, TX 75206-5424

(972) 749-7200

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

8.1%

Faster asset growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

13%

Faster revenue growth than 57% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$657,755

Up $49,472 (+8.1%) from 2023

Net Assets

Up

$657,702

Up $49,429 (+8.1%) from 2023

Liabilities

Up

$53

Up $43 (+430%) from 2023

Revenue

Up

$289,813

Up $32,307 (+13%) from 2023

Expenses

Up

$240,394

Up $26,674 (+12%) from 2023

Net Income

Up

$49,419

Up $5,633 (+13%) from 2023

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $119,774Liabilities 2011: $655Net Assets 2011: $119,1192011Assets 2012: $136,256Liabilities 2012: $412Net Assets 2012: $135,8442012Assets 2013: $182,575Liabilities 2013: $0Net Assets 2013: $182,5752013Assets 2014: $258,633Liabilities 2014: $0Net Assets 2014: $258,6332014Assets 2015: $273,551Liabilities 2015: $0Net Assets 2015: $273,5512015Assets 2016: $255,069Liabilities 2016: $0Net Assets 2016: $255,0692016Assets 2017: $353,850Liabilities 2017: $0Net Assets 2017: $353,8502017Assets 2018: $361,355Liabilities 2018: $0Net Assets 2018: $361,3552018Assets 2019: $276,880Liabilities 2019: $0Net Assets 2019: $276,8802019Assets 2020: $303,219Liabilities 2020: $0Net Assets 2020: $303,2192020Assets 2021: $390,192Liabilities 2021: $1,368Net Assets 2021: $388,8242021Assets 2022: $564,685Liabilities 2022: $198Net Assets 2022: $564,4872022Assets 2023: $608,283Liabilities 2023: $10Net Assets 2023: $608,2732023Assets 2024: $657,755Liabilities 2024: $53Net Assets 2024: $657,7022024Assets 2025: $532,590Liabilities 2025: $0Net Assets 2025: $532,5902025

Highlighted filing

2024

Assets$657,755
Liabilities$53
Net Assets$657,702

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $116,415Expenses 2011: $123,896Net Income 2011: -$7,4812011Revenue 2012: $156,707Expenses 2012: $139,982Net Income 2012: $16,7252012Revenue 2013: $148,688Expenses 2013: $101,957Net Income 2013: $46,7312013Revenue 2014: $161,782Expenses 2014: $85,724Net Income 2014: $76,0582014Revenue 2015: $171,048Expenses 2015: $156,130Net Income 2015: $14,9182015Revenue 2016: $144,079Expenses 2016: $162,561Net Income 2016: -$18,4822016Revenue 2017: $213,824Expenses 2017: $115,043Net Income 2017: $98,7812017Revenue 2018: $227,612Expenses 2018: $220,821Net Income 2018: $6,7912018Revenue 2019: $208,172Expenses 2019: $232,352Net Income 2019: -$24,1802019Revenue 2020: $203,577Expenses 2020: $180,210Net Income 2020: $23,3672020Revenue 2021: $234,457Expenses 2021: $137,710Net Income 2021: $96,7472021Revenue 2022: $347,164Expenses 2022: $182,550Net Income 2022: $164,6142022Revenue 2023: $257,506Expenses 2023: $213,720Net Income 2023: $43,7862023Revenue 2024: $289,813Expenses 2024: $240,394Net Income 2024: $49,4192024Revenue 2025: $244,685Expenses 2025: $369,797Net Income 2025: -$125,1122025

Highlighted filing

2024

Revenue$289,813
Expenses$240,394
Net Income$49,419
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 24, 2024
Return Version
2023v5.1
Gross Receipts
$430,086
Mission and Program Overview

Mission

To support and provide financial and community assistance to mockingbird elementary school, a public school in dallas, texas

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$608,283$657,755▲ $49,472
Total Assets$608,283$657,755▲ $49,472
Liabilities
Escrow Account Liability$10$53▲ $43
Total Liabilities$10$53▲ $43
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$608,273$657,702▲ $49,429
Total Net Assets Fund Balance$608,273$657,702▲ $49,429
Total Liabilities and Net Assets / Fund Balance$608,283$657,755▲ $49,472
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan MckelvyPresident
Allison Holmes2nd Vice President
Ashley MackeVice President
Taber WetzHistorian
Courney ButlerParliamentarian
Kimberly BocellSecretary
Gilly KestnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,872
Program Service Revenue
$3,942
Investment Income
$0
Other Revenue
$214,999
All Other Contributions
$4,749
Change in Net Assets
$49,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$215,698
Other Expenses$24,696
Total Fundraising Expense$12,808
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$203,786--$203,786
Grants to Domestic Individuals$11,912--$11,912
Other Expenses$5,422$0$0$5,422
Advertising$0$1,634$0$1,634
Fees for Services Accounting$0$1,254$0$1,254
Conferences and Meetings$0$741$0$741
Office Expenses$0$732$0$732
Insurance$0$280$0$280
Total Functional Expenses$221,120$6,466$12,808$240,394
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mockingbird ElementaryDallas, TX-Educational Enrichment$10,882
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$330,108
Fundraising Direct Expenses$105,165
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$305,357$279,982$16,217$263,765
Carnival$62,844$42,094$8,429$33,665
Total Events$390,651$322,076$95,659$226,417
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-6062014
Phone
9727497200
Address
5828 E MOCKINGBIRD LANE, DALLAS, TX 75206-5424
Doing Business As
2308 Mockingbird Elementary School Pta

Signing Officer

Name
Gilly Kestner
Title
Treasurer
Phone
9727497200
Signed
2024-07-24
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
300

Preparer

Firm
Rainey Royals & Willis PLLC
Address
6500 E Mockingbird Ln Suite 270, Dallas, TX 75214
Preparer
Roger Rainey
Phone
2145801040
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The organization consists of dues-paying members.

Pt VI, Line 7A

The members elect the governing body.

Pt VI, Line 19

Governing documents and financial statements are made available to the public upon request.

Pt VI, Line 11B

The treasurer reviews the tax return to ensure accuracy and consistency with books, records, and policies. Copies are made available for others upon request.

Pt VIII

The detail information for membership dues, other contributions, gross income from fundraising events and their expenses & gross sales of inventory and their expenses are provided in the statement of revenue.

Financial Statement Notes

Pt IV, Line 2B

SALES TAX DUE PAYABLE

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0430086
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0399784
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0466353
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0313344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0274371
IRS990ScheduleA/Total509Grp/TotalAmt01883938
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01883938
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AdditionsDuringYearAmt02935
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BeginningBalanceAmt010
IRS990ScheduleD/DistributionsDuringYearAmt02892
IRS990ScheduleD/EndingBalanceAmt053
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SALES TAX DUE PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV, Line 2b
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt068575
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020750
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt025375
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt022450
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt095659
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06422
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt06900
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt013322
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SILENT AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05040
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt030288
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt035328
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062844
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0305357
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0390651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0279982
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0322076
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0226417
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01442
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01442
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt013916
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038562
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08429
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt016217
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0660
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt06345
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07005
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010882
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0194816
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0EDUCATIONAL SUPPLIES & SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL ENRICHMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MOCKINGBIRD ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientEIN0756001278
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05828 E MOCKINGBIRD LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075206
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF DUES-PAYING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER REVIEWS THE TAX RETURN TO ENSURE ACCURACY AND CONSISTENCY WITH BOOKS, RECORDS, AND POLICIES. COPIES ARE MADE AVAILABLE FOR OTHERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DETAIL INFORMATION FOR MEMBERSHIP DUES, OTHER CONTRIBUTIONS, GROSS INCOME FROM FUNDRAISING EVENTS AND THEIR EXPENSES & GROSS SALES OF INVENTORY AND THEIR EXPENSES ARE PROVIDED IN THE STATEMENT OF REVENUE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VIII
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0608283
IRS990/TotalAssetsEOYAmt0657755
IRS990/TotalAssetsGrp/BOYAmt0608283
IRS990/TotalAssetsGrp/EOYAmt0657755
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt070872
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012808
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06466
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0221120
IRS990/TotalFunctionalExpensesGrp/TotalAmt0240394
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010
IRS990/TotalLiabilitiesEOYAmt053
IRS990/TotalLiabilitiesGrp/BOYAmt010
IRS990/TotalLiabilitiesGrp/EOYAmt053
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0608273
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0657702
IRS990/TotalProgramServiceExpensesAmt0221120
IRS990/TotalProgramServiceRevenueAmt03942
IRS990/TotalRevenueGrp/ExclusionAmt0224943
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-6002
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0289813
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0300
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0608283
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0657755
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05828 E MOCKINGBIRD LANE
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0752065424
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.00$5.33$2.45$3.70$1.25
2024Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$2.90$2.40$0.49
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$0.00$6.08$2.58$2.14$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.00$5.64$3.47$1.83$1.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$0.01$3.89$2.34$1.38$0.97
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.00$3.03$2.04$1.80$0.23
2019Summary only. Only limited summary data is available for this year.$2.77$0.00$2.77$2.08$2.32$0.24
2018Summary only. Only limited summary data is available for this year.$3.61$0.00$3.61$2.28$2.21$0.07
2017Summary only. Only limited summary data is available for this year.$3.54$0.00$3.54$2.14$1.15$0.99
2016Summary only. Only limited summary data is available for this year.$2.55$0.00$2.55$1.44$1.63$0.18
2015Summary only. Only limited summary data is available for this year.$2.74$0.00$2.74$1.71$1.56$0.15
2014Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$1.62$0.86$0.76
2013Summary only. Only limited summary data is available for this year.$1.83$0.00$1.83$1.49$1.02$0.47
2012Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$1.57$1.40$0.17
2011Summary only. Only limited summary data is available for this year.$1.20$0.01$1.19$1.16$1.24$0.07