Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2023 • EIN 83-0390936

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 04, 2023

8200 S Fry RdKaty, TX 77494

(000) 000-0000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

8.8%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

3.6%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$55,048

Up $6,058 (+12%) from 2022

Net Assets

Up

$55,048

Up $6,058 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$68,843

Up $2,374 (+3.6%) from 2022

Expenses

Up

$62,780

Up $10,006 (+19%) from 2022

Net Income

Down

$6,063

Down $7,632 (-56%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2012: $19,538Liabilities 2012: $02012Assets 2013: $15,758Liabilities 2013: $02013Assets 2014: $18,380Liabilities 2014: $02014Assets 2015: $20,601Liabilities 2015: $02015Assets 2016: $34,625Liabilities 2016: $02016Assets 2017: $41,396Liabilities 2017: $02017Assets 2018: $26,027Liabilities 2018: $02018Assets 2019: $40,125Liabilities 2019: $02019Assets 2020: $31,621Liabilities 2020: $0Net Assets 2020: $31,6212020Assets 2021: $35,296Liabilities 2021: $0Net Assets 2021: $35,2962021Assets 2022: $48,990Liabilities 2022: $0Net Assets 2022: $48,9902022Assets 2023: $55,048Liabilities 2023: $0Net Assets 2023: $55,0482023Assets 2024: $48,037Liabilities 2024: $02024Assets 2025: $42,122Liabilities 2025: $0Net Assets 2025: $42,1222025

Highlighted filing

2023

Assets$55,048
Liabilities$0
Net Assets$55,048

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $42,947Expenses 2012: $37,335Net Income 2012: $5,6122012Revenue 2013: $54,883Expenses 2013: $58,738Net Income 2013: -$3,8552013Revenue 2014: $52,428Expenses 2014: $49,806Net Income 2014: $2,6222014Revenue 2015: $39,922Expenses 2015: $37,701Net Income 2015: $2,2212015Revenue 2016: $64,005Expenses 2016: $49,926Net Income 2016: $14,0792016Revenue 2017: $55,385Expenses 2017: $48,614Net Income 2017: $6,7712017Revenue 2018: $38,977Expenses 2018: $54,346Net Income 2018: -$15,3692018Revenue 2019: $61,333Expenses 2019: $47,235Net Income 2019: $14,0982019Revenue 2020: $46,408Expenses 2020: $54,912Net Income 2020: -$8,5042020Revenue 2021: $29,310Expenses 2021: $25,635Net Income 2021: $3,6752021Revenue 2022: $66,469Expenses 2022: $52,774Net Income 2022: $13,6952022Revenue 2023: $68,843Expenses 2023: $62,780Net Income 2023: $6,0632023Revenue 2024: $62,198Expenses 2024: $69,208Net Income 2024: -$7,0102024Revenue 2025: $56,040Expenses 2025: $61,701Net Income 2025: -$5,6612025

Highlighted filing

2023

Revenue$68,843
Expenses$62,780
Net Income$6,063
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 4, 2023
Return Version
2022v5.0
Gross Receipts
$108,208
Mission and Program Overview

Mission

Advocacy for children

We are a 501c3 nonprofit PTA educational organization

Program Services

DescriptionGrantsExpenses
We awarded grants to 9 educators to enhance students education experience$12,523-
We brought a speaker to discuss internet safety to both the students and parents-$4,298
We funded a special behavior rewards program the school used It was very successful-$1,645
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margarita PaolinettiPresidentFT$0--
Gretchen SmihTreasurerPT$0--
Allison Lindberg1st VP Of ProgramsPT$0--
Sharon Kelly2nd VP Of MembershipPT$0--
Melinda Robinson3rd VP Of FundraisingPT$0--
Vicky Georgas4th VP Of VipsPT$0--
Michelle KeyesSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
83-0390936
Phone
0000000000
Address
8200 S FRY RD, KATY, TX 77494

Signing Officer

Name
Gretchen Smith
Title
Treasurer
Phone
7137854508
Signed
2023-08-04
Supplemental Narrative

Additional Explanations

Schedule O:

Bank Charges 55.42 Bank Charges - NSF 12.00 Insurance Expense 750.00 Arts in Education Expense 0.00 Beautification/Environment Expense 0.00 Community Service/Sister Schools Expense 361.59 Healthy Lifestyles Expense 565.87 Library Expense 0.00 VIPS Expense 1,070.37 Administration Expense 1,203.98 Credit Card Processing Fees Expense 2,072.44 Founders Day Expense 90.00 Officer Training Expense 1,029.75 Parent Programs Expense 0.00 PTEZ - Financial Software Expense 259.00 School Projects Expense 5,740.42 School Wide Programs Expense 0.00 Storage Expense 3,700.00 8th Grade Carnation Sales Expense 1,576.20 8th Grade Dance Expense 10,000.00 8th Grade T-Shirt Sales Expense 1,900.00 Bus Driver Appreciation Expense 120.26 Hospitality Expense 3,325.42 Teachers Appreciation Week Expense 2,575.08 Website Expense 555.13 Teacher Luncheon Expense 0.00 6th Grade Social Expense 1,906.48 7th Grade Social Expense 2,432.00 8th Grade Social Expense 2,517.50 Smore Expense 0.00 Student Programs Expense 0.00 Teacher Grant Expense 12,522.89 Programs Expense 4,298.45 PBIS - Student Incentives Expense 1,645.13 Advocacy 494.62

Raw XML Appendix192 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/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Margarita Paolinetti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gretchen Smih
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Allison Lindberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sharon Kelly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Melinda Robinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Vicky Georgas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Michelle Keyes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21st VP of Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32nd VP of Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt43rd VP of Fundraising
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt54th VP of VIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt062780
IRS990EZ/OtherRevenueTotalAmt0389
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We are a 501c3 nonprofit PTA educational organization
IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04298
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11645
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt062780
IRS990EZ/TotalProgramServiceExpensesAmt05943
IRS990EZ/TotalRevenueAmt068843
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0bdjhpta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034597
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05121
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0206039
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027251
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt073377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt094069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0231342
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107819
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104540
IRS990ScheduleA/Total509Grp/TotalAmt0437381
IRS990ScheduleA/TotalSupportAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078498
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104540
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0437381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Charges 55.42 Bank Charges - NSF 12.00 Insurance Expense 750.00 Arts in Education Expense 0.00 Beautification/Environment Expense 0.00 Community Service/Sister Schools Expense 361.59 Healthy Lifestyles Expense 565.87 Library Expense 0.00 VIPS Expense 1,070.37 Administration Expense 1,203.98 Credit Card Processing Fees Expense 2,072.44 Founders Day Expense 90.00 Officer Training Expense 1,029.75 Parent Programs Expense 0.00 PTEZ - Financial Software Expense 259.00 School Projects Expense 5,740.42 School Wide Programs Expense 0.00 Storage Expense 3,700.00 8th Grade Carnation Sales Expense 1,576.20 8th Grade Dance Expense 10,000.00 8th Grade T-Shirt Sales Expense 1,900.00 Bus Driver Appreciation Expense 120.26 Hospitality Expense 3,325.42 Teachers Appreciation Week Expense 2,575.08 Website Expense 555.13 Teacher Luncheon Expense 0.00 6th Grade Social Expense 1,906.48 7th Grade Social Expense 2,432.00 8th Grade Social Expense 2,517.50 Smore Expense 0.00 Student Programs Expense 0.00 Teacher Grant Expense 12,522.89 Programs Expense 4,298.45 PBIS - Student Incentives Expense 1,645.13 Advocacy 494.62
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Gretchen Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07137854508
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0830390936
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt08200 S FRY RD
ReturnHeader/Filer/USAddress/CityNm0KATY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077494
ReturnHeader/ReturnTs02023-08-04T03:30:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gretchen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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.$42.1$0.00$42.1$56.0$61.7$5.66
2024Summary only. Only limited summary data is available for this year.$48.0$0.00$62.2$69.2$7.01
2023Detailed filing. Detailed filing data is available for this year.$55.0$0.00$55.0$68.8$62.8$6.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.0$0.00$49.0$66.5$52.8$13.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.3$0.00$35.3$29.3$25.6$3.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.6$0.00$31.6$46.4$54.9$8.50
2019Summary only. Only limited summary data is available for this year.$40.1$0.00$61.3$47.2$14.1
2018Summary only. Only limited summary data is available for this year.$26.0$0.00$39.0$54.3$15.4
2017Summary only. Only limited summary data is available for this year.$41.4$0.00$55.4$48.6$6.77
2016Summary only. Only limited summary data is available for this year.$34.6$0.00$64.0$49.9$14.1
2015Summary only. Only limited summary data is available for this year.$20.6$0.00$39.9$37.7$2.22
2014Summary only. Only limited summary data is available for this year.$18.4$0.00$52.4$49.8$2.62
2013Summary only. Only limited summary data is available for this year.$15.8$0.00$54.9$58.7$3.86
2012Summary only. Only limited summary data is available for this year.$19.5$0.00$42.9$37.3$5.61