Civic Intelligence

PTA Texas Congress

990 • Fiscal year 2024 • EIN 76-0681143

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 19, 2024

Organization ProfileN/A
11202 SmithdaleHouston, TX 77024

(713) 251-6300

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

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

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

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

Net Margin

87th percentile

42%

Higher net margin than 87% 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

90th percentile

67%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

83rd percentile

56%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$590,815

Up $236,933 (+67%) from 2023

Net Assets

Up

$590,205

Up $236,902 (+67%) from 2023

Liabilities

Up

$610

Up $31 (+5.4%) from 2023

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin87th percentile

Revenue

Up

$569,340

Up $203,708 (+56%) from 2023

Expenses

Down

$332,438

Down $34,783 (-9.5%) from 2023

Net Income

Up

$236,902

Up $238,491 (+15009%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

2024

Assets$590,815
Liabilities$610
Net Assets$590,205
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

2024

Revenue$569,340
Expenses$332,438
Net Income$236,902
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 19, 2024
Return Version
2023v5.1
Gross Receipts
$569,340
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.

To make every childs potential a reality by engaging & empowering families and communities to advocate for all children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$314,011$559,127▲ $245,116
Cash and Non-Interest-Bearing Accounts$39,871$31,688▼ $8,183
Total Assets$353,882$590,815▲ $236,933
Liabilities
Accounts Payable and Accrued Expenses$579$610▲ $31
Total Liabilities$579$610▲ $31
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$353,303$590,205▲ $236,902
Total Net Assets Fund Balance$353,303$590,205▲ $236,902
Total Liabilities and Net Assets / Fund Balance$353,882$590,815▲ $236,933
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Christine WilliamsonPresident
Lauren BarkerVice President
Chad MabryAssistant Treasurer
Audra JainSecretary
Larry KivettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$416,964
Program Service Revenue
$0
Investment Income
$115
Other Revenue
$152,261
All Other Contributions
$50,346
Change in Net Assets
$236,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$332,438
Total Fundraising Expense$77,670
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$182,483$0$0$182,483
All Other Expenses$18,143$-461$77,670$95,352
Office Expenses$0$13,071$0$13,071
Information Technology$0$2,291$0$2,291
Insurance$0$450$0$450
Fees for Services Accounting$0$400$0$400
Total Functional Expenses$238,355$16,413$77,670$332,438
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$152,517
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$324,745$324,745-$324,745
Others$244,595$244,595-$244,595
Total Events$569,340$569,340-$569,340
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 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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
76-0681143
Phone
7132516300
Address
11202 SMITHDALE, HOUSTON, TX 77024
Doing Business As
5072 Memorial Drive Elementary Pta

Signing Officer

Name
Larry Kivett
Title
Treasurer
Phone
7132516300
Signed
2024-08-19

Organization Details

Principal Officer
Christine Williamson
Formed
2001
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
150

Preparer

Firm
Jun Ying Tax and Financial Services LLC
Address
6901 Corporate Dr Suite 110, Houston, TX 77036
Preparer
Jun Ying
Phone
7132660543
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The organization is comprised of members who join the PTA.”

Pt VI, Line 7A

“The governing body is elected by the members.”

Pt VI, Line 7B

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

Pt VI, Line 11B

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

Pt VI, Line 12C

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

Pt VI, Line 18

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

Pt VI, Line 19

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

Form 990, Part III, Line 4D

“Enrichment Programs 18143. 0. 0.”

Form 990, Part IX, Line 24E

“Enrichment Programs 18143. 18143. 0. 0.”

Form 990, Part IX, Line 24E

“Fundraising Expenses 77670. 0. 0. 77670.”

Form 990, Part IX, Line 24E

“General operating expenses -461. 0. -461. 0.”

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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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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0365537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0338061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0213170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0406972
IRS990ScheduleA/Total509Grp/TotalAmt01893221
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01893532
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHERS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0324745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0244595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0569340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0324745
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0244595
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0569340
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0569340
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is comprised of members who join the PTA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing body is elected by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions of the governing bodys 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 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/ExplanationTxt7Enrichment Programs 18143. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Enrichment Programs 18143. 18143. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Fundraising Expenses 77670. 0. 0. 77670.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10GENERAL OPERATING EXPENSES -461. 0. -461. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0353882
IRS990/TotalAssetsEOYAmt0590815
IRS990/TotalAssetsGrp/BOYAmt0353882
IRS990/TotalAssetsGrp/EOYAmt0590815
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0416964
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt077670
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016413
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0238355
IRS990/TotalFunctionalExpensesGrp/TotalAmt0332438
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0579
IRS990/TotalLiabilitiesEOYAmt0610
IRS990/TotalLiabilitiesGrp/BOYAmt0579
IRS990/TotalLiabilitiesGrp/EOYAmt0610
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0353303
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0590205
IRS990/TotalOtherProgSrvcExpenseAmt018143
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0238355
IRS990/TotalRevenueGrp/ExclusionAmt0152517
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-141
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0569340
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0353882
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0590815
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011202 Smithdale
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077024
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY KIVETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132516300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0760681143
ReturnHeader/Filer/PhoneNum07132516300
ReturnHeader/Filer/USAddress/AddressLine1Txt011202 SMITHDALE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883063314
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jun Ying Tax and Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06901 Corporate Dr Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077036
ReturnHeader/PreparerPersonGrp/PhoneNum07132660543
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jun Ying
ReturnHeader/ReturnTs02024-08-29T09:25:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$590,815
Liabilities
$610
Net assets
$590,205
Revenue
$569,340
Expenses
$332,438
Net income
$236,902
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
2024Detailed filing. Detailed filing data is available for this year.$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