Civic Intelligence

PTA Texas Congress

990EZ • Fiscal year 2020 • EIN 90-0411656

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 23, 2020

9401 Municipal PrwySan Antonio, TX 78266-2231

(309) 241-7223

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

27th percentile

-11%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

19th percentile

-21%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

73rd percentile

9.5%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Down

$33,249

Down $8,866 (-21%) from 2019

Net Assets

Down

$33,249

Down $8,866 (-21%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$80,375

Up $6,954 (+9.5%) from 2019

Expenses

Up

$89,241

Up $15,145 (+20%) from 2019

Net Income

Down

-$8,866

Down $8,191 (-1213%) from 2019

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2017: $53,299Liabilities 2017: $02017Assets 2018: $7,063Liabilities 2018: $02018Assets 2019: $42,115Liabilities 2019: $0Net Assets 2019: $42,1152019Assets 2020: $33,249Liabilities 2020: $0Net Assets 2020: $33,2492020Assets 2021: $78,141Liabilities 2021: $0Net Assets 2021: $78,1412021Assets 2022: $36,879Liabilities 2022: $0Net Assets 2022: $36,8792022Assets 2023: $32,892Liabilities 2023: $0Net Assets 2023: $32,8922023Assets 2024: $19,880Liabilities 2024: $02024Assets 2025: $11,444Liabilities 2025: $0Net Assets 2025: $11,4442025

Highlighted filing

2020

Assets$33,249
Liabilities$0
Net Assets$33,249

Operations Trend

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

$200K$100K$0-$100KRevenue 2017: $50,488Expenses 2017: $40,254Net Income 2017: $10,2342017Revenue 2018: $48,568Expenses 2018: $40,595Net Income 2018: $7,9732018Revenue 2019: $73,421Expenses 2019: $74,096Net Income 2019: -$6752019Revenue 2020: $80,375Expenses 2020: $89,241Net Income 2020: -$8,8662020Revenue 2021: $65,482Expenses 2021: $20,590Net Income 2021: $44,8922021Revenue 2022: $123,942Expenses 2022: $165,204Net Income 2022: -$41,2622022Revenue 2023: $135,974Expenses 2023: $139,961Net Income 2023: -$3,9872023Revenue 2024: $109,072Expenses 2024: $122,084Net Income 2024: -$13,0122024Revenue 2025: $147,545Expenses 2025: $155,981Net Income 2025: -$8,4362025

Highlighted filing

2020

Revenue$80,375
Expenses$89,241
Net Income-$8,866
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 23, 2020
Return Version
2019v5.1
Gross Receipts
$87,704
Mission and Program Overview

Mission

Provide Volunteer and financial support

Program Services

DescriptionGrantsExpenses
Playground Equipment-$29,980
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandee VestalPresidentPT$0--
Brittni Brumlow1st Vice PresidentPT$0--
Clare Sparks2nd Vice PresidentPT$0--
Dara McGarrell3rd Vice PresidentPT$0--
Krystal ThompsonSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Apex$47,881$47,881$1,541$46,340
Fall Festiva$12,859$12,859$5,788$7,071
Total Events$60,740$60,740$7,329$53,411
Filing and Contact Details

Filer

Filer Name
PTA Texas Congress
EIN
90-0411656
Address
9401 Municipal Prwy, San Antonio, TX 78266-2231

Signing Officer

Name
Jeanie Oliphant
Title
Treasurer
Phone
3092417223
Signed
2020-10-23
Discuss with paid preparer
No

Preparer

Firm
William E Lee
Address
300 N Teel, Devine, TX 78016
Preparer
William Lee
Phone
8306639832
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountSpirit Sales 14,991Boxtops for Education 1,095Yearbook 6,163Donation 529Petty Cash 700School Supplies 575Dinner of Month 1,383Winter Wonderland 133VIP Raffle 327

List of grants and similar amounts paid Part I line 10

Activity Educational Purchases Amount 22,519Activity Teacher Grants Amount 1,949Activity Winter Wonderland Amount 5,139Activity Student Planning Amount 3,487

Description of other expenses Part I line 16

Description AmountInsurance 450PTA Supplies and Training 1,573Hospitality 1,320Staff Appreciation 1,032Spirit Items 11,816Tax Prep 309Petty Cash 700Student Programs and Playground Equ 36,379APEX 1,605Storage Rental 963

Raw XML Appendix169 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jeanie Oliphant
IRS990EZ/BooksInCareOfDetail/PhoneNum03092417223
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09401 Municipal Prwy
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Antonio
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0782662231
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042115
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033249
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8866
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042115
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033249
IRS990EZ/FundraisingGrossIncomeAmt060740
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033094
IRS990EZ/GrossReceiptsAmt087704
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01068
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042115
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033249
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042115
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033249
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt420.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brandee Vestal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brittni Brumlow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Clare Sparks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dara McGarrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Krystal Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33rd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt056147
IRS990EZ/OtherRevenueTotalAmt025896
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide volunteer and financial support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Playground Equipment
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029980
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07329
IRS990EZ/SpecialEventsNetIncomeLossAmt053411
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089241
IRS990EZ/TotalProgramServiceExpensesAmt029980
IRS990EZ/TotalRevenueAmt080375
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://www.gardenridgepta.org/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01068
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt086636
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt086636
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt087704
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087704
IRS990ScheduleA/Total509Grp/TotalAmt087704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087704
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07329
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0APEX
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Fall Festiva
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012859
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060740
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt053411
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07329
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01541
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05788
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSpirit Sales 14,991Boxtops for Education 1,095Yearbook 6,163Donation 529Petty Cash 700School Supplies 575Dinner of Month 1,383Winter Wonderland 133VIP Raffle 327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Educational Purchases Amount 22,519Activity Teacher Grants Amount 1,949Activity Winter Wonderland Amount 5,139Activity Student Planning Amount 3,487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountInsurance 450PTA Supplies and Training 1,573Hospitality 1,320Staff Appreciation 1,032Spirit Items 11,816Tax Prep 309Petty Cash 700Student Programs and Playground Equ 36,379APEX 1,605Storage Rental 963
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeanie Oliphant
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03092417223
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0900411656
ReturnHeader/Filer/USAddress/AddressLine1Txt09401 Municipal Prwy
ReturnHeader/Filer/USAddress/CityNm0San Antonio
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782662231
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId037F3C1EA83D212F0A47B9A0AEC992908D51827C8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037F3C1EA83D212F0A47B9A0AEC992908D51827C8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId070312320202975r4r3jo
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.205.155.108
ReturnHeader/FilingSecurityInformation/IPDt02020-10-23
ReturnHeader/FilingSecurityInformation/IPTm016:21:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742486381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William E Lee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 N Teel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Devine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078016
ReturnHeader/PreparerPersonGrp/PhoneNum08306639832
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Lee
ReturnHeader/ReturnTs02020-10-23T16:19:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings