Civic Intelligence

PTA Texas Congress

990 • Fiscal year 2018 • EIN 75-6062028

Jun 01, 2017 to May 31, 2018 • Filed on Jan 07, 2019

PO Box 595156Dallas, TX 75359-0156

(972) 567-8571

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

78th percentile

22%

Higher net margin than 78% 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

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

56th percentile

5.0%

Faster revenue growth than 56% of similar nonprofits.

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

Assets

Down

$219,857

Down $38,281 (-15%) from 2017

Net Assets

Down

$219,857

Down $38,281 (-15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$212,632

Up $10,218 (+5.0%) from 2017

Expenses

Down

$165,733

Down $58,770 (-26%) from 2017

Net Income

Up

$46,899

Up $68,988 (+312%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2011: $133,543Liabilities 2011: $0Net Assets 2011: $133,5432011Assets 2012: $117,117Liabilities 2012: $0Net Assets 2012: $117,1172012Assets 2013: $164,014Liabilities 2013: $0Net Assets 2013: $164,0142013Assets 2014: $176,483Liabilities 2014: $0Net Assets 2014: $176,4832014Assets 2015: $159,678Liabilities 2015: $0Net Assets 2015: $159,6782015Assets 2016: $190,926Liabilities 2016: $0Net Assets 2016: $190,9262016Assets 2017: $258,138Liabilities 2017: $0Net Assets 2017: $258,1382017Assets 2018: $219,857Liabilities 2018: $0Net Assets 2018: $219,8572018Assets 2019: $210,212Liabilities 2019: $0Net Assets 2019: $210,2122019Assets 2020: $315,445Liabilities 2020: $0Net Assets 2020: $315,4452020Assets 2021: $634,772Liabilities 2021: $0Net Assets 2021: $634,7722021Assets 2022: $558,330Liabilities 2022: -$537Net Assets 2022: $558,8672022Assets 2023: $587,386Liabilities 2023: $0Net Assets 2023: $587,3862023Assets 2024: $626,301Liabilities 2024: $0Net Assets 2024: $626,3012024Assets 2025: $367,011Liabilities 2025: $0Net Assets 2025: $367,0112025

Highlighted filing

2018

Assets$219,857
Liabilities$0
Net Assets$219,857

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $184,485Expenses 2011: $182,909Net Income 2011: $1,5762011Revenue 2012: $159,967Expenses 2012: $176,393Net Income 2012: -$16,4262012Revenue 2013: $181,900Expenses 2013: $135,003Net Income 2013: $46,8972013Revenue 2014: $202,957Expenses 2014: $190,488Net Income 2014: $12,4692014Revenue 2015: $174,028Expenses 2015: $190,833Net Income 2015: -$16,8052015Revenue 2016: $190,747Expenses 2016: $159,499Net Income 2016: $31,2482016Revenue 2017: $202,414Expenses 2017: $224,503Net Income 2017: -$22,0892017Revenue 2018: $212,632Expenses 2018: $165,733Net Income 2018: $46,8992018Revenue 2019: $304,716Expenses 2019: $314,361Net Income 2019: -$9,6452019Revenue 2020: $360,063Expenses 2020: $254,831Net Income 2020: $105,2322020Revenue 2021: $543,128Expenses 2021: $224,844Net Income 2021: $318,2842021Revenue 2022: $294,171Expenses 2022: $370,077Net Income 2022: -$75,9062022Revenue 2023: $446,199Expenses 2023: $418,452Net Income 2023: $27,7472023Revenue 2024: $514,671Expenses 2024: $475,755Net Income 2024: $38,9162024Revenue 2025: $686,302Expenses 2025: $928,689Net Income 2025: -$242,3872025

Highlighted filing

2018

Revenue$212,632
Expenses$165,733
Net Income$46,899
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Jan 7, 2019
Return Version
2017v2.2
Gross Receipts
$402,204
Mission and Program Overview

Mission

To provide student support, enrichment and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$110,114$200,220▲ $90,106
Cash and Non-Interest-Bearing Accounts$148,024$19,637▼ $128,387
Total Assets$258,138$219,857▼ $38,281
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$258,138$219,857▼ $38,281
Total Net Assets Fund Balance$258,138$219,857▼ $38,281
Total Liabilities and Net Assets / Fund Balance$258,138$219,857▼ $38,281
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julie GriffithPresident
Ana WhitcombVice President
Jennifer MiraParliamentarian
Shawn SmithsonSecretary
Becky RoeschTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$129,641
Program Service Revenue
$0
Investment Income
$106
Other Revenue
$82,885
All Other Contributions
$5,886
Change in Net Assets
$46,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$144,210
Other Expenses$21,523
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$144,210--$144,210
Information Technology$0$7,191$0$7,191
Other Expenses$0$2,900$0$2,900
Insurance$0$340$0$340
Office Expenses$0$228$0$228
Total Functional Expenses$144,210$21,523$0$165,733
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lakewood Elementary SchoolDallas, TX-For Educational Support$40,000
Jl Long Middle School PtaDallas, TX-For Educational Support$25,000
Woodrow Wilson High School PtaDallas, TX-For Educational Support-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$254,506
Fundraising Direct Expenses$185,990
Gaming Gross Income$17,951
Gaming Direct Expenses$3,582
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Home Festival$254,506$254,506$64,790$189,716
None----
Total Events$254,506$254,506$185,990$68,516
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
Backup withholding compliance
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
75-6062028
Phone
9725678571
Address
PO BOX 595156, DALLAS, TX 75359-0156
Doing Business As
2348 Lakewood Early Childhood

Signing Officer

Name
Ida Gleaton
Title
Treasurer
Phone
9725678571
Signed
2019-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ida Gleaton
Formed
1952
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
350

Preparer

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

Additional Explanations

Pt VI, Line 11B

Review of the form 990 is completed by the treasurer and signing officer.

Pt VI, Line 19

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

Pt VI, Line 6

The organization has dues-paying members.

Pt VI, Line 7A

The membership elects officers.

Raw XML Appendix394 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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IRS990/GamingActivitiesInd0true
IRS990/GamingDirectExpensesAmt03582
IRS990/GamingGrossIncomeAmt017951
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt014369
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt00
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IRS990/OfficerMailingAddressInd0false
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IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0PROGRAMS & SOCIAL
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc3STORAGE UNIT
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IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0IDA GLEATON
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IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt072357
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt16853
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1JL LONG MIDDLE SCHOOL PTA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WOODROW WILSON HIGH SCHOOL PTA
IRS990ScheduleI/RecipientTable/RecipientEIN0756001278
IRS990ScheduleI/RecipientTable/RecipientEIN1756062039
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03000 HILLBROOK ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16116 REIGER AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2100 S GLASGOW DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DALLAS
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW OF THE FORM 990 IS COMPLETED BY THE TREASURER AND SIGNING OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL REPORTING ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS DUES-PAYING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERSHIP ELECTS OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 7a
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0219857
IRS990/TotalAssetsGrp/BOYAmt0258138
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0144210
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165733
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0258138
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0219857
IRS990/TotalProgramServiceExpensesAmt0144210
IRS990/TotalRevenueGrp/ExclusionAmt068516
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014475
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0212632
IRS990/TotalVolunteersCnt0350
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0258138
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0219857
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0258138
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0219857
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IRS990/USAddress/AddressLine1Txt0PO BOX 595156
IRS990/USAddress/CityNm0DALLAS
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IDA GLEATON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09725678571
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0756062028
ReturnHeader/Filer/PhoneNum09725678571
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 595156
ReturnHeader/Filer/USAddress/CityNm0DALLAS
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.105.209.230
ReturnHeader/FilingSecurityInformation/IPDt02019-02-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:45:13
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rainey Royals & Willis PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06500 E Mockingbird Ln Suite 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075214
ReturnHeader/PreparerPersonGrp/PhoneNum02145801040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURI JOHNSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-19T11:45:20-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

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.$3.67$0.00$3.67$6.86$9.29$2.42
2024Summary only. Only limited summary data is available for this year.$6.26$0.00$6.26$5.15$4.76$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$0.00$5.87$4.46$4.18$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.01$5.59$2.94$3.70$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.35$0.00$6.35$5.43$2.25$3.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$3.60$2.55$1.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$3.05$3.14$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$2.13$1.66$0.47
2017Summary only. Only limited summary data is available for this year.$2.58$0.00$2.58$2.02$2.25$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$1.91$1.59$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$1.74$1.91$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$2.03$1.90$0.12
2013Summary only. Only limited summary data is available for this year.$1.64$0.00$1.64$1.82$1.35$0.47
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$1.60$1.76$0.16
2011Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$1.84$1.83$0.02