Civic Intelligence

PTA Texas Congress

990 • Fiscal year 2018 • EIN 76-0681143

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 10, 2018

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

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

56th percentile

5.8%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

61st percentile

5.8%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

0.4%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$467,116

Up $25,588 (+5.8%) from 2017

Net Assets

Up

$466,701

Up $25,271 (+5.7%) from 2017

Liabilities

Up

$415

Up $317 (+323%) from 2017

Revenue

Up

$432,502

Up $1,594 (+0.4%) from 2017

Expenses

Down

$407,231

Down $105,018 (-21%) from 2017

Net Income

Up

$25,271

Up $106,612 (+131%) from 2017

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

2018

Assets$467,116
Liabilities$415
Net Assets$466,701

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

2018

Revenue$432,502
Expenses$407,231
Net Income$25,271
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 10, 2018
Return Version
2017v2.0
Gross Receipts
$568,765
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$312,089$312,558▲ $469
Cash and Non-Interest-Bearing Accounts$129,439$154,558▲ $25,119
Total Assets$441,528$467,116▲ $25,588
Liabilities
Accounts Payable and Accrued Expenses$98$415▲ $317
Total Liabilities$98$415▲ $317
Net Assets / Fund Balance
Unrestricted Net Assets$441,430$466,701▲ $25,271
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$441,430$466,701▲ $25,271
Total Liabilities and Net Assets / Fund Balance$441,528$467,116▲ $25,588
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cristina DebobenPresident
Hollie WestVice President
Julie McCuenAssistant Treasurer
Melissa MossCorresponding Secretary
Michelle WatkinsHistorian
Amy ReevesParliamentarian
Jeannette MueckeRecording Secretary
Julia FloreyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$287,270
Program Service Revenue
$0
Investment Income
$468
Other Revenue
$144,764
All Other Contributions
$130,009
Change in Net Assets
$25,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$407,231
Total Fundraising Expense$9,823
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$17,444-$9,823$27,267
Other Expenses$4,185$0$0$4,185
Office Expenses-$2,854-$2,854
Information Technology-$533-$533
Insurance-$450-$450
Total Functional Expenses$393,571$3,837$9,823$407,231
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$281,027
Fundraising Direct Expenses$136,263
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$322,206$166,825$45,659$121,166
Fun Run$25,237$25,237$12,545$12,692
Total Events$436,408$281,027$136,263$144,764
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
Hollie West
Title
President
Phone
7132516300
Signed
2018-09-10

Organization Details

Principal Officer
Hollie West
Formed
2001
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
150
Raw XML AppendixShowing 400 of 461 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/TitleTxt2Recording Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Corresponding Secretary
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0225883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0308352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0415690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01502498
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0468
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0572
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0623
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0753
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0813
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03229
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0281027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0342882
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0394458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0262723
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0237083
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01518173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0468
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0572
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0753
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0813
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03229
IRS990ScheduleA/InvestmentIncomeCYPct00.00107
IRS990ScheduleA/InvestmentIncomePYPct00.00182
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99893
IRS990ScheduleA/PublicSupportPY509Pct00.99818
IRS990ScheduleA/PublicSupportTotal509Amt03020671
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0568297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0608185
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0620341
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0571075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0652773
IRS990ScheduleA/Total509Grp/TotalAmt03020671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0568765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0608757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0620964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0571828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0653586
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03023900
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0155381
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0155381
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0136263
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt037338
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt037338
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0322206
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt025237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt088965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0436408
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0166825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt025237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt088965
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0281027
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0144764
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt036221
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt094425
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt045659
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt012545
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/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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0441528
IRS990/TotalAssetsEOYAmt0467116
IRS990/TotalAssetsGrp/BOYAmt0441528
IRS990/TotalAssetsGrp/EOYAmt0467116
IRS990/TotalCompGreaterThan150KInd00

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