Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2015 • EIN 75-6062029

Jun 01, 2014 to May 31, 2015 • Filed on Jan 15, 2016

3000 HillbrookDallas, TX 75214

(972) 749-7300

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

24th percentile

-9.5%

Higher net margin than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-5.3%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

-3.5%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$192,187

Down $10,859 (-5.3%) from 2014

Net Assets

Down

$192,187

Down $10,859 (-5.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$114,511

Down $4,177 (-3.5%) from 2014

Expenses

Up

$125,370

Up $39,517 (+46%) from 2014

Net Income

Down

-$10,859

Down $43,694 (-133%) from 2014

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: $43,989Liabilities 2011: $1,7042011Assets 2012: $87,345Net Assets 2012: $87,3452012Assets 2013: $170,211Liabilities 2013: $0Net Assets 2013: $170,2112013Assets 2014: $203,046Liabilities 2014: $0Net Assets 2014: $203,0462014Assets 2015: $192,187Liabilities 2015: $0Net Assets 2015: $192,1872015Assets 2016: $105,701Liabilities 2016: $0Net Assets 2016: $105,7012016Assets 2017: $158,736Liabilities 2017: $0Net Assets 2017: $158,7362017Assets 2018: $195,116Liabilities 2018: $0Net Assets 2018: $195,1162018Assets 2019: $182,099Liabilities 2019: $0Net Assets 2019: $182,0992019Assets 2020: $258,779Liabilities 2020: $0Net Assets 2020: $258,7792020Assets 2021: $333,303Net Assets 2021: $333,3032021Assets 2022: $445,472Liabilities 2022: $0Net Assets 2022: $445,4722022Assets 2023: $506,614Liabilities 2023: $0Net Assets 2023: $506,6142023Assets 2024: $620,357Liabilities 2024: $0Net Assets 2024: $620,3572024Assets 2025: $487,212Liabilities 2025: $0Net Assets 2025: $487,2122025

Highlighted filing

2015

Assets$192,187
Liabilities$0
Net Assets$192,187

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $63,210Expenses 2011: $54,258Net Income 2011: $8,9522011Revenue 2012: $94,371Expenses 2012: $49,311Net Income 2012: $45,0602012Revenue 2013: $98,394Expenses 2013: $93,037Net Income 2013: $5,3572013Revenue 2014: $118,688Expenses 2014: $85,853Net Income 2014: $32,8352014Revenue 2015: $114,511Expenses 2015: $125,370Net Income 2015: -$10,8592015Revenue 2016: $101,215Expenses 2016: $110,971Net Income 2016: -$9,7562016Revenue 2017: $207,811Expenses 2017: $154,775Net Income 2017: $53,0362017Revenue 2018: $228,663Expenses 2018: $192,282Net Income 2018: $36,3812018Revenue 2019: $201,168Expenses 2019: $198,221Net Income 2019: $2,9472019Revenue 2020: $186,096Expenses 2020: $109,614Net Income 2020: $76,4822020Revenue 2021: $150,460Expenses 2021: $75,936Net Income 2021: $74,5242021Revenue 2022: $337,612Expenses 2022: $218,339Net Income 2022: $119,2732022Revenue 2023: $297,425Expenses 2023: $236,283Net Income 2023: $61,1422023Revenue 2024: $381,282Expenses 2024: $244,820Net Income 2024: $136,4622024Revenue 2025: $406,879Expenses 2025: $540,024Net Income 2025: -$133,1452025

Highlighted filing

2015

Revenue$114,511
Expenses$125,370
Net Income-$10,859
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jan 15, 2016
Return Version
2014v6.0
Gross Receipts
$163,434
Mission and Program Overview

Mission

Support the lakewood student population

Program Services

DescriptionGrantsExpenses
FUND EDUCATIONAL STUDENT PROGRAMS AND FIELD TRIPS-$56,590
FUND EDUCATIONAL WISH LIST ITEMS-$33,285
Other program services-$17,516
FUND SCHOOL ENHANCEMENTS AND SUPPORT-$7,783
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON WESTPresident-$0--
LOREN WHITESIDEVice President-$0--
DABNEY JUNGERMANRecording Secretary-$0--
TRACY MCELHENIETreasurer-$0--
LIYE ZHUAsst Treasurer-$0--
TORY REDINGTON-CHAUZAParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Carni$42,784$39,684$24,516$15,168
Fall Fundrai$67,068$7,848$5,375$2,473
Total Events$109,852$47,532$29,891$17,641
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
75-6062029
Address
3000 HILLBROOK, DALLAS, TX 75214

Signing Officer

Name
Tracy Mcelhenie
Title
Treasurer
Phone
9727497300
Signed
2016-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Roger S Rainey CPA Pllc
Address
6500 E MOCKINGBIRD LN STE 270, Dallas, TX 75214
Preparer
Roger S Rainey
Phone
2145801040
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity educational wish list items amount 33,285activity educational student programs & field trips amount 56,590activity school enhancements & support amount 7,783activity orientation incentives appreciation amount 14,016activity educational enhancements grantee jl long middle school pta amount 3,000activity educational enhancements grantee woodrow wilson high school amount 500

Description of other expenses Part I line 16

Description amountbank charges 311insurance 340pta dues 1,980supplies 2,025taxes 2,340

Other program services Part III line 31

Fund parent orientation, student incentives, and faculty appreciation $14,016fund educational efforts at jl long m.s. $3000fund educational efforts at woodrow wilson h.s. $500

Raw XML Appendix192 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/BooksInCareOfDetail/PhoneNum09727497300
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt02791
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0203046
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LOREN WHITESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DABNEY JUNGERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY MCELHENIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LIYE ZHU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TORY REDINGTON-CHAUZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06996
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE LAKEWOOD STUDENT POPULATION
IRS990EZ/PrintingPublicationsPostageAmt02700
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUND EDUCATIONAL WISH LIST ITEMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUND EDUCATIONAL STUDENT PROGRAMS AND FIELD TRIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUND SCHOOL ENHANCEMENTS AND SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033285
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt156590
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27783
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt317516
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029891
IRS990EZ/SpecialEventsNetIncomeLossAmt017641
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125370
IRS990EZ/TotalProgramServiceExpensesAmt0115174
IRS990EZ/TotalRevenueAmt0114511
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.LAKEWOODELEMENTARY.NET
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt087837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt076887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0323131
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt075597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt086900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt090336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt087220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0106175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0446228
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0769359
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0163434
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0167397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0167223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0151669
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119636
IRS990ScheduleA/Total509Grp/TotalAmt0769359
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0163434
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0167397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0167223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0151669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119636
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0769359
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt062320
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt059220
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029891
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING CARNI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt067068
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt042784
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0109852
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt039684
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047532
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017641
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029891
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05375
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt024516
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY EDUCATIONAL WISH LIST ITEMS AMOUNT 33,285ACTIVITY EDUCATIONAL STUDENT PROGRAMS & FIELD TRIPS AMOUNT 56,590ACTIVITY SCHOOL ENHANCEMENTS & SUPPORT AMOUNT 7,783ACTIVITY ORIENTATION INCENTIVES APPRECIATION AMOUNT 14,016ACTIVITY EDUCATIONAL ENHANCEMENTS GRANTEE JL LONG MIDDLE SCHOOL PTA AMOUNT 3,000ACTIVITY EDUCATIONAL ENHANCEMENTS GRANTEE WOODROW WILSON HIGH SCHOOL AMOUNT 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK CHARGES 311INSURANCE 340PTA DUES 1,980SUPPLIES 2,025TAXES 2,340
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUND PARENT ORIENTATION, STUDENT INCENTIVES, AND FACULTY APPRECIATION $14,016FUND EDUCATIONAL EFFORTS AT JL LONG M.S. $3000FUND EDUCATIONAL EFFORTS AT WOODROW WILSON H.S. $500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other program services Part III line 31
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY MCELHENIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09727497300
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0756062029
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 HILLBROOK
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075214
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463594684
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGER S RAINEY CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06500 E MOCKINGBIRD LN STE 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075214
ReturnHeader/PreparerPersonGrp/PhoneNum02145801040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER S RAINEY
ReturnHeader/ReturnTs02016-01-15T13:58:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$0.00$4.87$4.07$5.40$1.33
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.00$6.20$3.81$2.45$1.36
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.07$0.00$5.07$2.97$2.36$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.45$0.00$4.45$3.38$2.18$1.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$3.33$1.50$0.76$0.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$1.86$1.10$0.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$2.01$1.98$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$2.29$1.92$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$2.08$1.55$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$1.01$1.11$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$1.15$1.25$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.19$0.86$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$0.98$0.93$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.87$0.94$0.49$0.45
2011Summary only. Only limited summary data is available for this year.$0.44$0.02$0.63$0.54$0.09