Civic Intelligence

PTA Texas Congress

EIN 83-0390171 • 501(c)3 • Katy, TX

990-N Coverage

Profile

Educational Programs, Child Advocacy, Curriculum Support

21800 Westheimer PkwyKaty, TX 77494

www.exleypta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

79th percentile

24%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-39%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$55,050

Up $10,808 (+24%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$55,050

Up $10,808 (+24%) from 2019

Revenue

Down

$31,747

Down $20,373 (-39%) from 2019

Expenses

Down

$23,908

Down $61,639 (-72%) from 2019

Net Income

Up

$7,839

Up $41,266 (+123%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $22,301Liabilities 2012: $02012Assets 2013: $62,190Liabilities 2013: $02013Assets 2014: $40,971Liabilities 2014: $02014Assets 2015: $15,227Liabilities 2015: $02015Assets 2016: $1,533Liabilities 2016: $02016Assets 2017: $59,699Liabilities 2017: $02017Assets 2018: $77,669Liabilities 2018: $02018Assets 2019: $44,242Liabilities 2019: $0Net Assets 2019: $44,2422019Assets 2020: $55,050Liabilities 2020: $0Net Assets 2020: $55,0502020

Highlighted filing

2020

Assets$55,050
Liabilities$0
Net Assets$55,050

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $56,692Expenses 2012: $85,240Net Income 2012: -$28,5482012Revenue 2013: $82,474Expenses 2013: $42,585Net Income 2013: $39,8892013Revenue 2014: $66,442Expenses 2014: $85,142Net Income 2014: -$18,7002014Revenue 2015: $50,980Expenses 2015: $35,752Net Income 2015: $15,2282015Revenue 2016: $27,713Expenses 2016: $41,407Net Income 2016: -$13,6942016Revenue 2017: $42,806Expenses 2017: $24,022Net Income 2017: $18,7842017Revenue 2018: $43,932Expenses 2018: $25,962Net Income 2018: $17,9702018Revenue 2019: $52,120Expenses 2019: $85,547Net Income 2019: -$33,4272019Revenue 2020: $31,747Expenses 2020: $23,908Net Income 2020: $7,8392020

Highlighted filing

2020

Revenue$31,747
Expenses$23,908
Net Income$7,839

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 4, 2020
Return Version
2019v5.0
Gross Receipts
$58,682
Mission and Program Overview

Mission

Educational Programs, Child Advocacy, Curriculum Support

Program Services

DescriptionGrantsExpenses
School Presentations and student support including family fun nights, NASA visit, Pics with Santa, class parties, internet night, red ribbon week, back to school bash, destination unknown, and reflections, science enrichment projects, internet awarness presentation$9,273$9,273
Curriculum Support including PE, Art and Music Equipment, Teacher Education, and Books for Literacy library, teacher appreciation and hospitality, breakfast with dad$6,990$6,990
School Grants including Books for Literacy Library, educational book for special needs, bench in memory of a teacher who suddenly died (to help kids grieving and memories her)$2,580$2,580
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth MurphyPresidentPT$0--
Lauria ZionTreasurerPT$0--
Kristin FitzgeraldFundraising VPPT$0--
Yadira ChalmersVips VPPT$0--
Elizabeth MurphyPrograms VPPT$0--
Roohi ZehraSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall fundraiser$11,473$11,473$1,567$9,906
Father daughter dance party$5,892$5,892$2,163$3,729
Total Events$24,984$24,984$11,043$13,941
Filing and Contact Details

Filer

Filer Name
JoElla Exley Elementary PTA
EIN
83-0390171
Phone
2812378400
Address
21800 Westheimer Pkwy, Katy, TX 77494

Signing Officer

Name
Lauria Zion
Title
Treasurer
Phone
2812378400
Signed
2020-06-04
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Educational Programs, Child Advocacy, Curriculum Support, Texas and council PTA dues

Form 990-EZ, Part I, Line 16

* Admin bank fees * Admin insurance * Admin secretary * Admin supply * Admin training

Form 990-EZ, Part I, Line 20

escrow sale taxes payment from carry over last year $-21, carry over donation $2990

Raw XML Appendix227 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Katy
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
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IRS990EZ/OtherChangesInNetAssetsAmt02969
IRS990EZ/OtherExpensesTotalAmt02865
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt0180
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School Presentations and student support including family fun nights, NASA visit, Pics with Santa, class parties, internet night, red ribbon week, back to school bash, destination unknown, and reflections, science enrichment projects, internet awarness presentation
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19273
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05304
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Father daughter dance party
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Educational Programs, Child Advocacy, Curriculum Support, Texas and council PTA dues
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1* Admin bank fees * Admin insurance * Admin secretary * Admin supply * Admin training
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2escrow sale taxes payment from carry over last year $-21, carry over donation $2990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauria Zion
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02812378400
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JoElla Exley Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0JOEL
ReturnHeader/Filer/EIN0830390171
ReturnHeader/Filer/PhoneNum02812378400
ReturnHeader/Filer/USAddress/AddressLine1Txt021800 Westheimer Pkwy
ReturnHeader/Filer/USAddress/CityNm0Katy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077494
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.32.33.195
ReturnHeader/ReturnTs02020-07-01T09:19:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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