Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2023 • EIN 86-1105421

Jun 01, 2022 to May 31, 2023 • Filed on Jul 06, 2023

PO Box 490Wylie, TX 75098

(972) 429-2500

Siviq Scores

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

Liabilities / Assets

64th 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

63rd 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

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

92nd percentile

93%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

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

Assets

Up

$25,204

Up $12,157 (+93%) from 2022

Net Assets

$25,204

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$37,386

Up $5,552 (+17%) from 2022

Expenses

Down

$25,229

Down $17,653 (-41%) from 2022

Net Income

Up

$12,157

Up $23,205 (+210%) from 2022

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $21,043Liabilities 2012: $02012Assets 2013: $24,461Liabilities 2013: $02013Assets 2014: $25,100Liabilities 2014: $02014Assets 2015: $26,487Liabilities 2015: $02015Assets 2016: $25,797Liabilities 2016: $02016Assets 2017: $12,364Liabilities 2017: $02017Assets 2018: $25,533Liabilities 2018: $02018Assets 2019: $21,779Liabilities 2019: $02019Assets 2020: $39,963Liabilities 2020: $0Net Assets 2020: $39,9632020Assets 2021: $24,095Liabilities 2021: $0Net Assets 2021: $24,0952021Assets 2022: $13,047Liabilities 2022: $02022Assets 2023: $25,204Liabilities 2023: $0Net Assets 2023: $25,2042023Assets 2024: $31,851Liabilities 2024: $328Net Assets 2024: $31,5232024Assets 2025: $25,276Liabilities 2025: $0Net Assets 2025: $25,2762025

Highlighted filing

2023

Assets$25,204
Liabilities$0
Net Assets$25,204

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $38,847Expenses 2012: $37,519Net Income 2012: $1,3282012Revenue 2013: $24,096Expenses 2013: $20,315Net Income 2013: $3,7812013Revenue 2014: $24,786Expenses 2014: $24,297Net Income 2014: $4892014Revenue 2015: $29,302Expenses 2015: $27,580Net Income 2015: $1,7222015Revenue 2016: $23,739Expenses 2016: $24,789Net Income 2016: -$1,0502016Revenue 2017: $27,749Expenses 2017: $41,346Net Income 2017: -$13,5972017Revenue 2018: $45,343Expenses 2018: $32,174Net Income 2018: $13,1692018Revenue 2019: $36,129Expenses 2019: $39,830Net Income 2019: -$3,7012019Revenue 2020: $35,341Expenses 2020: $17,350Net Income 2020: $17,9912020Revenue 2021: $22,213Expenses 2021: $37,946Net Income 2021: -$15,7332021Revenue 2022: $31,834Expenses 2022: $42,882Net Income 2022: -$11,0482022Revenue 2023: $37,386Expenses 2023: $25,229Net Income 2023: $12,1572023Revenue 2024: $39,717Expenses 2024: $33,398Net Income 2024: $6,3192024Revenue 2025: $45,916Expenses 2025: $52,491Net Income 2025: -$6,5752025

Highlighted filing

2023

Revenue$37,386
Expenses$25,229
Net Income$12,157
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jul 6, 2023
Return Version
2022v5.0
Gross Receipts
$53,190
Mission and Program Overview

Mission

Pta - promote & educate children & parents

Program Services

DescriptionGrantsExpenses
EDUCATE, AWARD, AND PROMOTE WELFARE OF STUDENTS, TEACHERS, AND PARENTS THROUGH VARIOUS PROGRAMS (100% OF MEMBERS SERVED)$0$30,034
PROMOTE SCHOOL SPIRIT THROUGH SPIRIT WEAR AND PROVIDE EDUCATIONAL OPPORTUNITY THROUGH HOLIDAY STORE (100% OF MEMBERS SERVED)$0$9,875
PROVIDE LIBRARY ENHANCEMENTS AND STUDENT ENRICHMENT ASSEMBLIES (100% OF MEMBERS SERVED)$0$1,124
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTIN WAGNERPresident-$0--
CARMEN BROWNTreasurer-$0--
Nancy JosephVP-$0--
Jennifer SearsSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Cox Pta
EIN
86-1105421
Phone
9724292500
Address
PO Box 490, Wylie, TX 75098

Signing Officer

Name
Carmen Brown
Title
Treasurer
Phone
9189068661
Signed
2023-07-06
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Back the Future Event 0 Council Project Expense 322.58 Credit Card Payment Fees 289.86 Daddy Daughter Program 798.5 Dual Language 0 Environmental Expense 0 Family Engagement Expense 912.5 Field Day Expenses 1447.29 Gift to School - Classroom Needs/Teacher requests 0 Gift to School 4128 Grade Level Shirts Expense 3937.65 Healthy Life Styles Expenses 0 Hospitality Expenses 18.37 Insurance Expense 350 Leadership Development Expenses 20 Lifetime Membership Award 0 Membership Promotion Expenses 150 Mommy Son Program 835.84 Office Supplies 0 Parent Education Expenses 0 Parties (Holiday/End of Year - all grades) 2837.14 Parties - 4th Grade Graduation 398.71 PTAvenue (PTAEZ) Payment Expense 219 SAGE Expense 62.02 Student Enrichment Expenses 1124.25 Summer Leadership 210 Teacher Appreciation Expenses 6500 Treasurer Expenses 6.39 Trunk or Treat 0 Volunteer Chair 107.89 Watch Dogs T-Shirt Expenses 0 Watch Dogs Program Expenses 477.86 Wylie ISD Council of PTAs Dues 75 TOTAL EXPENSES 25228.85

Raw XML Appendix221 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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum09189068661
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 490
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wylie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd075098
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013047
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/GrossSalesOfInventoryAmt011936
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARMEN BROWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jennifer Sears
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025229
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PTA - PROMOTE & EDUCATE CHILDREN & PARENTS
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE LIBRARY ENHANCEMENTS AND STUDENT ENRICHMENT ASSEMBLIES (100% OF MEMBERS SERVED)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATE, AWARD, AND PROMOTE WELFARE OF STUDENTS, TEACHERS, AND PARENTS THROUGH VARIOUS PROGRAMS (100% OF MEMBERS SERVED)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROMOTE SCHOOL SPIRIT THROUGH SPIRIT WEAR AND PROVIDE EDUCATIONAL OPPORTUNITY THROUGH HOLIDAY STORE (100% OF MEMBERS SERVED)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01124
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt130034
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29875
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt05929
IRS990EZ/SpecialEventsNetIncomeLossAmt033070
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt025229
IRS990EZ/TotalProgramServiceExpensesAmt041033
IRS990EZ/TotalRevenueAmt037386
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0143938
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt067305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt019964
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt024197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0168696
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt070876
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077117
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066471
IRS990ScheduleA/Total509Grp/TotalAmt0312634
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053189
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066471
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0312634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Back the Future Event 0 Council Project Expense 322.58 Credit Card Payment Fees 289.86 Daddy Daughter Program 798.5 Dual Language 0 Environmental Expense 0 Family Engagement Expense 912.5 Field Day Expenses 1447.29 Gift to School - Classroom Needs/Teacher requests 0 Gift to School 4128 Grade Level Shirts Expense 3937.65 Healthy Life Styles Expenses 0 Hospitality Expenses 18.37 Insurance Expense 350 Leadership Development Expenses 20 Lifetime Membership Award 0 Membership Promotion Expenses 150 Mommy Son Program 835.84 Office Supplies 0 Parent Education Expenses 0 Parties (Holiday/End of Year - all grades) 2837.14 Parties - 4th Grade Graduation 398.71 PTAvenue (PTAEZ) Payment Expense 219 SAGE Expense 62.02 Student Enrichment Expenses 1124.25 Summer Leadership 210 Teacher Appreciation Expenses 6500 Treasurer Expenses 6.39 Trunk or Treat 0 Volunteer Chair 107.89 Watch Dogs T-Shirt Expenses 0 Watch Dogs Program Expenses 477.86 Wylie ISD Council of PTAs Dues 75 TOTAL EXPENSES 25228.85
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Carmen Brown
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09189068661
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COX PTA
ReturnHeader/Filer/BusinessNameControlTxt0COXP
ReturnHeader/Filer/EIN0861105421
ReturnHeader/Filer/PhoneNum09724292500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 490
ReturnHeader/Filer/USAddress/CityNm0Wylie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075098
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-07-06T15:46:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
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.$25.3$0.00$25.3$45.9$52.5$6.58
2024Detailed filing. Detailed filing data is available for this year.$31.9$0.33$31.5$39.7$33.4$6.32
2023Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$37.4$25.2$12.2
2022Summary only. Only limited summary data is available for this year.$13.0$0.00$31.8$42.9$11.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.1$0.00$24.1$22.2$37.9$15.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.0$0.00$40.0$35.3$17.4$18.0
2019Summary only. Only limited summary data is available for this year.$21.8$0.00$36.1$39.8$3.70
2018Summary only. Only limited summary data is available for this year.$25.5$0.00$45.3$32.2$13.2
2017Summary only. Only limited summary data is available for this year.$12.4$0.00$27.7$41.3$13.6
2016Summary only. Only limited summary data is available for this year.$25.8$0.00$23.7$24.8$1.05
2015Summary only. Only limited summary data is available for this year.$26.5$0.00$29.3$27.6$1.72
2014Summary only. Only limited summary data is available for this year.$25.1$0.00$24.8$24.3$0.49
2013Summary only. Only limited summary data is available for this year.$24.5$0.00$24.1$20.3$3.78
2012Summary only. Only limited summary data is available for this year.$21.0$0.00$38.8$37.5$1.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits