Civic Intelligence

PTA Texas Congress

990 • Fiscal year 2016 • EIN 76-0681143

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 13, 2016

11202 Smithdale RdHouston, TX 77024

(713) 251-6300

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

31st percentile

-3.8%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

32nd percentile

-2.9%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-8.1%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$522,820

Down $15,505 (-2.9%) from 2015

Net Assets

Down

$522,771

Down $15,554 (-2.9%) from 2015

Liabilities

Up

$49

Up $49 from 2015

Revenue

Down

$413,261

Down $36,495 (-8.1%) from 2015

Expenses

Up

$428,814

Up $16,738 (+4.1%) from 2015

Net Income

Down

-$15,553

Down $53,233 (-141%) 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: $344,947Liabilities 2011: $0Net Assets 2011: $344,9472011Assets 2012: $323,607Liabilities 2012: $0Net Assets 2012: $323,6072012Assets 2013: $415,957Liabilities 2013: $0Net Assets 2013: $415,9572013Assets 2014: $500,646Liabilities 2014: $0Net Assets 2014: $500,6462014Assets 2015: $538,325Liabilities 2015: $0Net Assets 2015: $538,3252015Assets 2016: $522,820Liabilities 2016: $49Net Assets 2016: $522,7712016Assets 2017: $441,528Liabilities 2017: $98Net Assets 2017: $441,4302017Assets 2018: $467,116Liabilities 2018: $415Net Assets 2018: $466,7012018Assets 2019: $572,256Liabilities 2019: $66Net Assets 2019: $572,1902019Assets 2020: $564,582Liabilities 2020: $39Net Assets 2020: $564,5432020Assets 2021: $379,208Liabilities 2021: $70Net Assets 2021: $379,1382021Assets 2022: $355,149Liabilities 2022: $572Net Assets 2022: $354,5772022Assets 2023: $353,882Liabilities 2023: $579Net Assets 2023: $353,3032023Assets 2024: $590,815Liabilities 2024: $610Net Assets 2024: $590,2052024Assets 2025: $776,400Liabilities 2025: $2,457Net Assets 2025: $773,9432025

Highlighted filing

2016

Assets$522,820
Liabilities$49
Net Assets$522,771

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $340,626Expenses 2011: $260,380Net Income 2011: $80,2462011Expenses 2012: $383,0482012Expenses 2013: $315,9202013Revenue 2014: $510,320Expenses 2014: $425,630Net Income 2014: $84,6902014Revenue 2015: $449,756Expenses 2015: $412,076Net Income 2015: $37,6802015Revenue 2016: $413,261Expenses 2016: $428,814Net Income 2016: -$15,5532016Revenue 2017: $430,908Expenses 2017: $512,249Net Income 2017: -$81,3412017Revenue 2018: $432,502Expenses 2018: $407,231Net Income 2018: $25,2712018Revenue 2019: $405,263Expenses 2019: $299,774Net Income 2019: $105,4892019Revenue 2020: $364,064Expenses 2020: $355,252Net Income 2020: $8,8122020Revenue 2021: $213,488Expenses 2021: $365,234Net Income 2021: -$151,7462021Revenue 2022: $338,164Expenses 2022: $362,728Net Income 2022: -$24,5642022Revenue 2023: $365,632Expenses 2023: $367,221Net Income 2023: -$1,5892023Revenue 2024: $569,340Expenses 2024: $332,438Net Income 2024: $236,9022024Revenue 2025: $740,013Expenses 2025: $562,502Net Income 2025: $177,5112025

Highlighted filing

2016

Revenue$413,261
Expenses$428,814
Net Income-$15,553
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 13, 2016
Return Version
2015v3.0
Gross Receipts
$619,168
Mission and Program Overview

Mission

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$310,894$311,517▲ $623
Cash and Non-Interest-Bearing Accounts$227,431$211,303▼ $16,128
Total Assets$538,325$522,820▼ $15,505
Liabilities
Accounts Payable and Accrued Expenses-$49-
Total Liabilities$0$49▲ $49
Net Assets / Fund Balance
Unrestricted Net Assets$538,325$522,771▼ $15,554
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$538,325$522,771▼ $15,554
Total Liabilities and Net Assets / Fund Balance$538,325$522,820▼ $15,505
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laura HornPresident
Amy ReevesVice President
Michelle WatkinsAssistant Treasurer
Michelle HoogendamCorresponding Secretary
Rebecca ZiegenhornHistorian
Alison TransouParliamentarian
Lara Marie ThielhornRecording Secretary
Cartha SiddiquiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$214,415
Program Service Revenue
$0
Investment Income
$623
Other Revenue
$198,223
All Other Contributions
$133,026
Change in Net Assets
$-15,553
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$428,814
Total Fundraising Expense$8,551
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$9,536-$8,401$17,937
Information Technology-$4,325-$4,325
Other Expenses$4,170$0$0$4,170
Office Expenses-$778-$778
Insurance-$450-$450
Advertising--$150$150
Total Functional Expenses$414,710$5,553$8,551$428,814
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$404,130
Fundraising Direct Expenses$205,907
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$336,856$257,042$89,357$167,685
Fun Run$55,863$55,863$28,811$27,052
Total Events$483,944$404,130$205,908$198,222
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is comprised of members who join the PTA (Parent Teacher Association)

Form 990, Part VI, Section A, Line 7A

The governing body is elected by the members.

Form 990, Part VI, Section A, Line 7B

Decisions of the governing body are subject to approval by members. The members vote on items presented by the governing body.

Form 990, Part VI, Section B, Line 11B

The governing body is presented with a copy of the Form 990. The form is reviewed, followed by a vote to file with the IRS.

Form 990, Part VI, Section B, Line 12C

Any issues regarding compliance with the conflict of interest policy would be raised at a regular meeting of the governing board.

Form 990, Part VI, Section C, Line 18

The documents are available for review, upon request, during school hours at the address of the organization.

Form 990, Part VI, Section C, Line 19

The documents are available for review, upon request, during school hours at the address of the organization.

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
76-0681143
Phone
7132516300
Address
11202 Smithdale Rd, Houston, TX 77024
Doing Business As
5072 Memorial Drive Elementary PTA

Signing Officer

Name
Laura Horn
Title
Parliamentarian
Phone
7132516300
Signed
2016-11-13

Organization Details

Principal Officer
Amy Reeves
Formed
2001
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
150
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Rounding adjustment.

Raw XML AppendixShowing 400 of 462 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/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Recording Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Corresponding Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Parliamentarian
IRS990/Form990PartVIISectionAGrp/TitleTxt7Historian
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0308352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0415690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0196203
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0192185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01338313
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0623
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0753
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0813
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02616
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01332
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0394458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0262723
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0237083
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0300954
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0286639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01481857
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0753
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0813
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02616
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01332
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06137
IRS990ScheduleA/InvestmentIncomeCYPct00.00217
IRS990ScheduleA/InvestmentIncomePYPct00.00238
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99783
IRS990ScheduleA/PublicSupportPY509Pct00.99762
IRS990ScheduleA/PublicSupportTotal509Amt02820170
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0620341
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0571075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0652773
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0497157
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0478824
IRS990ScheduleA/Total509Grp/TotalAmt02820170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0620964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0571828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0653586
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0499773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0480156
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02826307
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt079814
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt079814
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0205908
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt030457
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt030457
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0336856
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt055863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt091225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0483944
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0257042
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt055863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt091225
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0404130
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0198222
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt053783
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0171951
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt089357
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt028811
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is comprised of members who join the PTA (Parent Teacher Association)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing body is elected by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions of the governing body are subject to approval by members. The members vote on items presented by the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing body is presented with a copy of the Form 990. The form is reviewed, followed by a vote to file with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Any issues regarding compliance with the conflict of interest policy would be raised at a regular meeting of the governing board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The documents are available for review, upon request, during school hours at the address of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The documents are available for review, upon request, during school hours at the address of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rounding adjustment.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0538325
IRS990/TotalAssetsEOYAmt0522820
IRS990/TotalAssetsGrp/BOYAmt0538325

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.76$0.02$7.74$7.40$5.63$1.78
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.01$5.90$5.69$3.32$2.37
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.01$3.53$3.66$3.67$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.55$0.01$3.55$3.38$3.63$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$2.13$3.65$1.52
2020Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$3.64$3.55$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.72$0.00$5.72$4.05$3.00$1.05
2018Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$4.33$4.07$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.00$4.41$4.31$5.12$0.81
2016Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$4.13$4.29$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$4.50$4.12$0.38
2014Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$5.10$4.26$0.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.00$4.16$3.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.00$3.24$3.83
2011Summary only. Only limited summary data is available for this year.$3.45$0.00$3.45$3.41$2.60$0.80