Civic Intelligence

PTA Texas Congress

990 • Fiscal year 2016 • EIN 75-6062149

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 18, 2016

9229 Chiswell RoadDallas, TX 75238-2513

(469) 593-2700

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

6th percentile

-73%

Higher net margin than 6% 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

11th percentile

-42%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

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

Assets

Down

$72,522

Down $51,793 (-42%) from 2015

Net Assets

Down

$72,522

Down $51,793 (-42%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$161,261

Down $18,465 (-10%) from 2015

Expenses

Up

$279,381

Up $94,542 (+51%) from 2015

Net Income

Down

-$118,120

Down $113,007 (-2210%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $3,648Liabilities 2011: $02011Assets 2012: $5,931Liabilities 2012: $02012Assets 2013: $28,777Liabilities 2013: $02013Assets 2014: $129,428Net Assets 2014: $129,4282014Assets 2015: $124,315Liabilities 2015: $0Net Assets 2015: $124,3152015Assets 2016: $72,522Liabilities 2016: $0Net Assets 2016: $72,5222016Assets 2017: $116,434Liabilities 2017: $138Net Assets 2017: $116,2962017Assets 2018: $115,344Liabilities 2018: $135Net Assets 2018: $115,2092018Assets 2019: $153,641Liabilities 2019: $682Net Assets 2019: $152,9592019Assets 2020: $217,257Liabilities 2020: $682Net Assets 2020: $216,5752020Assets 2021: $254,100Liabilities 2021: $11,975Net Assets 2021: $242,1252021Assets 2022: $239,426Liabilities 2022: $55,040Net Assets 2022: $184,3862022Assets 2023: $129,850Liabilities 2023: $14Net Assets 2023: $129,8362023Assets 2024: $250,543Liabilities 2024: $242Net Assets 2024: $250,3012024Assets 2025: $376,665Liabilities 2025: $2,907Net Assets 2025: $373,7582025

Highlighted filing

2016

Assets$72,522
Liabilities$0
Net Assets$72,522

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $40,142Expenses 2011: $44,362Net Income 2011: -$4,2202011Revenue 2012: $39,243Expenses 2012: $38,063Net Income 2012: $1,1802012Revenue 2013: $76,135Expenses 2013: $43,190Net Income 2013: $32,9452013Revenue 2014: $148,492Expenses 2014: $47,841Net Income 2014: $100,6512014Revenue 2015: $179,726Expenses 2015: $184,839Net Income 2015: -$5,1132015Revenue 2016: $161,261Expenses 2016: $279,381Net Income 2016: -$118,1202016Revenue 2017: $113,715Expenses 2017: $69,941Net Income 2017: $43,7742017Revenue 2018: $79,714Expenses 2018: $80,941Net Income 2018: -$1,2272018Revenue 2019: $145,502Expenses 2019: $107,752Net Income 2019: $37,7502019Revenue 2020: $307,618Expenses 2020: $244,002Net Income 2020: $63,6162020Revenue 2021: $233,679Expenses 2021: $202,123Net Income 2021: $31,5562021Revenue 2022: $365,872Expenses 2022: $423,611Net Income 2022: -$57,7392022Revenue 2023: $315,233Expenses 2023: $369,783Net Income 2023: -$54,5502023Revenue 2024: $479,924Expenses 2024: $359,459Net Income 2024: $120,4652024Revenue 2025: $436,959Expenses 2025: $313,502Net Income 2025: $123,4572025

Highlighted filing

2016

Revenue$161,261
Expenses$279,381
Net Income-$118,120
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 18, 2016
Return Version
2015v2.1
Gross Receipts
$287,071
Mission and Program Overview

Mission

School pta organization & related

School pta organization & related activities, including fundraising events

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$124,315$72,522▼ $51,793
Rtn Earn Endowment Incm Other Fnds$124,315$72,522▼ $51,793
Total Assets$124,315$72,522▼ $51,793
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$124,315$72,522▼ $51,793
Total Liabilities and Net Assets / Fund Balance$124,315$72,522▼ $51,793
Compensation and Service Providers

Board Members and Trustees

NameTitle
Keely SmithPresident
Merilee BiancardiFirst VP
Jenna KampfschulteSecretary
Alyssa RamseyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,605
Program Service Revenue
$0
Investment Income
$-5,394
Other Revenue
$112,050
All Other Contributions
$5,240
Change in Net Assets
$-118,120
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$279,381
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$152,460$0$0$152,460
Information Technology$91,656$0$0$91,656
Other Expenses$766$0$0$766
Total Functional Expenses$279,381$0$0$279,381
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$171,532
Fundraising Direct Expenses$59,482
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$171,532$171,532$59,482$112,050
Other Events$45,326$45,326$50,518$-5,192
Total Events$216,858$216,858$110,000$106,858
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 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
75-6062149
Phone
4695932700
Address
9229 CHISWELL ROAD, DALLAS, TX 75238-2513

Signing Officer

Name
Alyssa Ramsey
Title
Treasurer
Phone
4695932700
Signed
2016-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alyssa Ramsey
Formed
2007
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
30

Preparer

Firm
John M Arena CPA Pc
Address
8340 MEADOW ROAD SUITE 228, DALLAS, TX 75231-3766
Preparer
John M Arena CPA
Phone
2143604288
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Distributed to officers for review via e-mail.

Pt VI, Line 19

Published and distributed to public via e-mail newsletters and other media.

Form 990, Part IX, Line 24E

Cost of goods sold 66328. 66328. 0. 0.

Form 990, Part IX, Line 24E

Educational enhancements 18974. 18974. 0. 0.

Form 990, Part IX, Line 24E

Hospitality costs 3947. 3947. 0. 0.

Form 990, Part IX, Line 24E

Library services 3564. 3564. 0. 0.

Form 990, Part IX, Line 24E

Other program disbursements 13951. 13951. 0. 0.

Form 990, Part IX, Line 24E

Parent connect fund 800. 800. 0. 0.

Form 990, Part IX, Line 24E

Risd council delegate 734. 734. 0. 0.

Form 990, Part IX, Line 24E

School signage 24907. 24907. 0. 0.

Form 990, Part IX, Line 24E

School supplies 17206. 17206. 0. 0.

Form 990, Part IX, Line 24E

Service projects 2049. 2049. 0. 0.

Raw XML Appendix347 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/OtherExpensesGrp/ProgramServicesAmt15923
IRS990/OtherExpensesGrp/ProgramServicesAmt21576
IRS990/OtherExpensesGrp/ProgramServicesAmt3766
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IRS990/OtherExpensesGrp/TotalAmt15923
IRS990/OtherExpensesGrp/TotalAmt21576
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ProgSrvcAccomActy2Grp/Desc0GENERAL PTA DONATIONS, PROMOTION AND FUNDRAISING ACTIVITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050516
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IRS990/ProgSrvcAccomActy3Grp/Desc0SALE OF SCHOOL SUPPLIES, YEARBOOKS AND SPIRIT WEAR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRIBUTED TO OFFICERS FOR REVIEW VIA E-MAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PUBLISHED AND DISTRIBUTED TO PUBLIC VIA E-MAIL NEWSLETTERS AND OTHER MEDIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COST OF GOODS SOLD 66328. 66328. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATIONAL ENHANCEMENTS 18974. 18974. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOSPITALITY COSTS 3947. 3947. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIBRARY SERVICES 3564. 3564. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER PROGRAM DISBURSEMENTS 13951. 13951. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PARENT CONNECT FUND 800. 800. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RISD COUNCIL DELEGATE 734. 734. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOOL SIGNAGE 24907. 24907. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCHOOL SUPPLIES 17206. 17206. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SERVICE PROJECTS 2049. 2049. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0124315
IRS990/TotalAssetsEOYAmt072522
IRS990/TotalAssetsGrp/BOYAmt0124315
IRS990/TotalAssetsGrp/EOYAmt072522
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt054605
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0279381
IRS990/TotalFunctionalExpensesGrp/TotalAmt0279381
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0124315
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt072522
IRS990/TotalProgramServiceExpensesAmt0279381
IRS990/TotalRevenueGrp/ExclusionAmt0112050
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-5394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0161261
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0124315
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt072522
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt09229 CHISWELL ROAD
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075238
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.WREPTA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALYSSA RAMSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04695932700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0756062149
ReturnHeader/Filer/PhoneNum04695932700
ReturnHeader/Filer/USAddress/AddressLine1Txt09229 CHISWELL ROAD
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752382513
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN M ARENA CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08340 MEADOW ROAD SUITE 228
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752313766
ReturnHeader/PreparerPersonGrp/PhoneNum02143604288
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M ARENA CPA
ReturnHeader/ReturnTs02016-08-26T11:03:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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.$3.77$0.03$3.74$4.37$3.14$1.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.50$4.80$3.59$1.20
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$3.15$3.70$0.55
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.55$1.84$3.66$4.24$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.12$2.42$2.34$2.02$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.01$2.17$3.08$2.44$0.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.01$1.53$1.46$1.08$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.80$0.81$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$1.14$0.70$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$1.61$2.79$1.18
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.80$1.85$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.29$1.29$1.48$0.48$1.01
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.76$0.43$0.33
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.39$0.38$0.01
2011Summary only. Only limited summary data is available for this year.$0.04$0.00$0.40$0.44$0.04