Civic Intelligence

PTA Texas Congress

990 • Fiscal year 2024 • EIN 75-6062029

Jun 01, 2023 to May 31, 2024 • Filed on Jun 12, 2024

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

33rd percentile

0.00x

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

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

Liabilities / Revenue

33rd percentile

0.00x

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

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

Net Margin

84th percentile

36%

Higher net margin than 84% 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

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

72nd percentile

28%

Faster revenue growth than 72% of similar nonprofits.

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

Assets

Up

$620,357

Up $113,743 (+22%) from 2023

Net Assets

Up

$620,357

Up $113,743 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$381,282

Up $83,857 (+28%) from 2023

Expenses

Up

$244,820

Up $8,537 (+3.6%) from 2023

Net Income

Up

$136,462

Up $75,320 (+123%) 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: $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

2024

Assets$620,357
Liabilities$0
Net Assets$620,357

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

2024

Revenue$381,282
Expenses$244,820
Net Income$136,462
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jun 12, 2024
Return Version
2023v5.1
Gross Receipts
$507,165
Mission and Program Overview

Mission

Support the lakewood student population

Support the lakewood elementary school student population

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$506,585$620,357▲ $113,772
Total Assets$506,614$620,357▲ $113,743
Other Assets Total$29--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$506,614$620,357▲ $113,743
Total Net Assets Fund Balance$506,614$620,357▲ $113,743
Total Liabilities and Net Assets / Fund Balance$506,614$620,357▲ $113,743
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julie GriffithPresident
Caitlin MaddoxVice President
Meredith Worley JonesAssistant Treasurer
Racheel FitzgeraldAssistant Treasurer
Alex FergusCommunications
Alex FergusCorresp Secretary
Rebecca Dodson-pinkusHistorian
Chelsea BaileyMembership Assistant
Ida GleatonMembership Coordinator
Lindsay MorrisParliamentarian
Kiley WhiteRecording Secretary
Susan PowellTreasurer
Christine LipscombVolunteer Coordinator
Skylar ChampionWays & Means
Revenue and Support

Revenue Composition

Contributions and Grants
$198,233
Program Service Revenue
$0
Investment Income
$10,753
Other Revenue
$172,296
All Other Contributions
$15,585
Change in Net Assets
$136,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$212,055
Other Expenses$32,765
Total Fundraising Expense$13,628
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$211,793--$211,793
Other Expenses$0$0$13,628$13,628
Office Expenses$0$5,384$0$5,384
All Other Expenses$4,488$0$0$4,488
Fees for Services Accounting$0$1,250$0$1,250
Insurance$0$695$0$695
Grants to Domestic Individuals$262--$262
Total Functional Expenses$216,543$14,649$13,628$244,820
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lakewood Elementary SchoolDallas, TX-Educational Support$262
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$202,212
Fundraising Direct Expenses$63,946
Gaming Gross Income$17,350
Gaming Direct Expenses$6,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Event$252,202$189,702$7,766$181,936
Stallion Strong Campaign$85,330$0$3,823$-3,823
Total Events$379,691$202,212$61,551$140,661
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
75-6062029
Phone
9727497300
Address
3000 HILLBROOK, DALLAS, TX 75214
Doing Business As
2352 Lakewood Elementary School

Signing Officer

Name
Susan Powell
Title
Treasurer
Phone
9727497300
Signed
2024-06-12
Discuss with paid preparer
Yes

Organization Details

Formed
1951
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
400

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 19

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

Pt VI, Line 11B

Treasurer reviews tax return to ensure accuracy and consistency with books, records, and policies.

Pt VI, Line 6

The organization has dues-paying members.

Pt VI, Line 7A

The membership elects officers.

Form 990, Part III, Line 4D

Fund and support feeder school ptas for retention and education support 12465. 12465. 0.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT TREASURER
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt045809
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0FUND SCHOOL NEEDS, INCLUDING COMMUNICATIONS, HEALTH/SAFETY, GROUND BEAUTIFICATION, ETC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt051360
IRS990/ProgSrvcAccomActy3Grp/GrantAmt051360
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FUND AND SUPPORT FEEDER SCHOOL PTAS FOR RETENTION AND EDUCATION SUPPORT
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt012465
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt012465
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0143959
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0200520
IRS990/PYInvestmentIncomeAmt03456
IRS990/PYOtherExpensesAmt035763
IRS990/PYOtherRevenueAmt0150010
IRS990/PYRevenuesLessExpensesAmt061142
IRS990/PYTotalExpensesAmt0236283
IRS990/PYTotalRevenueAmt0297425
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0136462
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0198233
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0143959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043993
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt071313
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0140027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0597525
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010753
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03456
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0864
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0564
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01149
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016786
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0298179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0248723
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0395752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0105287
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt095016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01142957
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010753
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03456
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0864
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0564
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01149
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016786
IRS990ScheduleA/InvestmentIncomeCYPct00.00960
IRS990ScheduleA/InvestmentIncomePYPct00.00480
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99040
IRS990ScheduleA/PublicSupportPY509Pct00.99520
IRS990ScheduleA/PublicSupportTotal509Amt01740482
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0496412
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0392682
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0439745
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0176600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0235043
IRS990ScheduleA/Total509Grp/TotalAmt01740482
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01757268
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
IRS990ScheduleG/ExplanationIfNoTxt0THE TEXAS STATE LAW DOES NOT REQUIRE CHARITABLE ORGANIZATIONS TO HAVE A GAMBLING LICENSE.
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0177479
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt062500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt085330
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt029649
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt061551
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03600
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt027175
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt030775
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STALLION STRONG CAMPAIGN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09384
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0839
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010223
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0252202
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt085330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt042159
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0379691
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0189702
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt012510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0202212
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0140661
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08089
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019678
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03823
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt0875
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0875
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt06700
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt017350
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt017350
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt010650
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt06700
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt06700
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0false
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/StatesWhereGamingConductedCd0TX

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.$4.87$0.00$4.87$4.07$5.40$1.33
2024Detailed filing. Detailed filing data is available for this year.$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
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