Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2016 • EIN 75-6062029

Jun 01, 2015 to May 31, 2016 • Filed on Apr 27, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-9.6%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$105,701

Down $86,486 (-45%) from 2015

Net Assets

Down

$105,701

Down $86,486 (-45%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$101,215

Down $13,296 (-12%) from 2015

Expenses

Down

$110,971

Down $14,399 (-11%) from 2015

Net Income

Up

-$9,756

Up $1,103 (+10%) from 2015

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

2016

Assets$105,701
Liabilities$0
Net Assets$105,701

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

2016

Revenue$101,215
Expenses$110,971
Net Income-$9,756
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Apr 27, 2017
Return Version
2015v3.0
Gross Receipts
$154,894
Mission and Program Overview

Mission

Support the lakewood student population

Program Services

DescriptionGrantsExpenses
FUND ARTS MATHSCIENCE AND EDUCATION PROGRAMS-$62,645
FUND EDUCATIONAL WISH LIST ITEMS-$29,595
FUND SCHOOL NEEDS INCLUDING COMMUNICATIONS HEALTHSAFETY ETC-$7,574
Other program services-$6,765
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOREN WHITESIDEPresident-$0--
LAUREN MAGGARDVice President-$0--
DABNEY JUNGERMANRecording Secretary-$0--
TRACY MCELHENIETreasurer-$0--
LIYE ZHUAsst Treasurer-$0--
SHANNON WESTParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Carni$37,940$35,150$22,949$12,201
Fall Fundrai$69,217$5,896$6,419$-523
Total Events$112,545$41,046$30,297$10,749
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
2017-04-27
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other revenue Part I line 8

Description amountmiscellaneous income 2,299interest earned 72

List of grants and similar amounts paid Part I line 10

Activity educational wish list items amount 29,595activity arts, math/science, and education programs amount 62,645activity school needs (communication, health/safety, etc.) amount 7,574activity volunteer programs amount 2,765activity educational enhancements grantee jl long middle school pta amount 3,000activity educational enhancements grantee woodrow wilson high school amount 1,000

Description of other expenses Part I line 16

Description amountbank charges 170insurance 340pta dues 2,147misc expenses 1,235

Other changes in net assets or fund balances Part I line 20

Description amountcorrection of py recon error (76,730)

Other program services Part III line 31

Fund volunteer programs $2,765fund educational efforts at jl long m.s. $3000fund educational efforts at woodrow wilson h.s. $1000

Raw XML Appendix209 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/PersonNm0LOREN WHITESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREN MAGGARD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY MCELHENIE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHANNON WEST
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/OtherChangesInNetAssetsAmt0-76730
IRS990EZ/OtherExpensesTotalAmt03892
IRS990EZ/OtherRevenueTotalAmt02371
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE LAKEWOOD STUDENT POPULATION
IRS990EZ/ProgramServiceRevenueAmt01515
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUND EDUCATIONAL WISH LIST ITEMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUND ARTS MATHSCIENCE AND EDUCATION PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FUND SCHOOL NEEDS INCLUDING COMMUNICATIONS HEALTHSAFETY ETC
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Other program services
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029595
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt162645
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27574
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36765
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030298
IRS990EZ/SpecialEventsNetIncomeLossAmt010748
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110971
IRS990EZ/TotalProgramServiceExpensesAmt0106579
IRS990EZ/TotalRevenueAmt0101215
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0WWW.LAKEWOODELEMENTARY.NET
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt079698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt087837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080497
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt076887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064449
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0389368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt072
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt090336
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt087220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0411363
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01515
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt01515
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt072
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0152523
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0167223
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0151669
IRS990ScheduleA/Total509Grp/TotalAmt0802246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0152595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0163434
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0167397
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0167223
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0151669
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0802318
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt071499
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt063321
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02790
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt05388
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SPRING CARNI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt037940
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05388
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05896
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041046
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010749
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0929
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030297
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06419
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt022949
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS INCOME 2,299INTEREST EARNED 72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY EDUCATIONAL WISH LIST ITEMS AMOUNT 29,595ACTIVITY ARTS, MATH/SCIENCE, AND EDUCATION PROGRAMS AMOUNT 62,645ACTIVITY SCHOOL NEEDS (COMMUNICATION, HEALTH/SAFETY, ETC.) AMOUNT 7,574ACTIVITY VOLUNTEER PROGRAMS AMOUNT 2,765ACTIVITY EDUCATIONAL ENHANCEMENTS GRANTEE JL LONG MIDDLE SCHOOL PTA AMOUNT 3,000ACTIVITY EDUCATIONAL ENHANCEMENTS GRANTEE WOODROW WILSON HIGH SCHOOL AMOUNT 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTBANK CHARGES 170INSURANCE 340PTA DUES 2,147MISC EXPENSES 1,235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION AMOUNTCORRECTION OF PY RECON ERROR (76,730)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUND VOLUNTEER PROGRAMS $2,765FUND EDUCATIONAL EFFORTS AT JL LONG M.S. $3000FUND EDUCATIONAL EFFORTS AT WOODROW WILSON H.S. $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other program services Part III line 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY MCELHENIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09727497300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
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/PreparerFirmEIN0811165271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAINEY ROYALS AND WILLIS 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/PreparationDt02017-05-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER S RAINEY
ReturnHeader/ReturnTs02017-05-24T13:31:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$1.01$1.11$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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