PTA TEXAS CONGRESS: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PTA TEXAS CONGRESS (EIN 45-5292001)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-08-09
- IRS object ID
- 201822219349200632
- Schema version
- 2017v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-09T14:37:21-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455292001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTA TEXAS CONGRESS | BusinessNameLine1Txt |
| Business Name Line2 | Phillips Elementary School Parent Teacher Association | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PTAT | BusinessNameControlTxt |
| Phone | 4696333925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2285 Little River Drive | AddressLine1Txt |
| City | Frisco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Leonie Simo | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4696333925 | PhoneNum |
| Signature | 2018-08-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Group Exemption | 1889 | GroupExemptionNum |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | phillipspta.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $75,833 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $3,355 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $1,685 | MembershipDuesAmt |
| Investment Income | $23 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $0 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $70,770 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $38,147 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $32,623 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $37,686 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $5,315 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $75 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $0 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,120 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $33,878 | OtherExpensesTotalAmt |
| Total Expenses | $40,388 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,702 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $38,212 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$6,836 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $28,674 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,881 | BOYAmt |
| EOY | $29,721 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,881 | BOYAmt |
| EOY | $29,721 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,669 | BOYAmt |
| EOY | $1,047 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,212 | BOYAmt |
| EOY | $28,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Elementary School Parent Teacher Association See Schedule O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Library Furniture, Guided Reading, Music program to benefit the whole school | $0 | $17,376 |
| Programs - Learning/instructional assemblies to benefit the whole school | $0 | $7,010 |
| Mini Grants Donation - Teacher / Classroom programs, supplies | $0 | $5,315 |
| Other program services (describe in Schedule O) | $0 | $10,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $40,388 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| April Roche | ||||
| President | 8 | $0 | $0 | $0 |
| Stacy Thompkins | ||||
| Vice President | 20 | $0 | $0 | $0 |
| Cheryl Barnett | ||||
| Vice President | 6 | $0 | $0 | $0 |
| Leonie Simo | ||||
| Treasurer | 15 | $0 | $0 | $0 |
| Steve Sosbee | ||||
| Secretary | 3 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | Yes (1) | OrganizationHadUBIInd |
| Organization Filed990 T | 0 | OrganizationFiled990TInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | 0 | Form1120PolFiledInd |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Leonie Simo | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2285 Little River Drive | AddressLine1Txt |
| City | Frisco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4696333925 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,355 | CurrentTaxYearAmt |
| Total | $35,043 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,488 | CurrentTaxYearAmt |
| Total | $314,110 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,445 | CurrentTaxYearAmt |
| Total | $1,445 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,288 | CurrentTaxYearAmt |
| Total | $350,598 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $350,598 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $50 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23 | CurrentTaxYearAmt |
| Total | $125 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23 | CurrentTaxYearAmt |
| Total | $125 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,376 | CurrentTaxYearAmt |
| Total | $13,655 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,687 | CurrentTaxYearAmt |
| Total | $364,378 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96218 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9691 | PublicSupportPY509Pct |
| Investment Income CY | 0.00034 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0003 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fun Run | Event1Nm |
| Gross Receipts Event1 | $23,387 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,387 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,366 | OtherDirectExpensesEvent1Amt |
| Event2 | Peppermint Village | Event2Nm |
| Gross Receipts Event2 | $10,203 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,203 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $7,617 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $27,147 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $27,147 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $23,164 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $60,737 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $0 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $60,737 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $38,147 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,147 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $22,590 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 10 | Mini Grants Cash Amount given : $5,315 |
| Form 990-EZ, Part I, Line 16 | Bank Fee Adjustments $70 Bonding/Liability Insurance $395 Environmental $54.17 Field Day $252 Fund Raisers $67 Health Fair $224.64 Hospitality $2924.37 Inclusion $452.8 Lifetime Membership Awards $114 Membership Promotion $205.36 New School Contribution $169.5 PayPal Fees $471.92 Programs $7010.28 Reflections $303.55 SAGE $45.46 Sales Tax $111.72 School Donation - Outdoor Learning Cente $17376.24 Spirit Nights $423.75 State and National Dues $1363.5 Store Programs (Kroger Box Tops etc) $11.86 Training & Development $843.29 Watch DOGS $564.24 Webmaster Domain $423.31 |
| Form 990-EZ, Part I, Line 19 | Net assets or fund balances at beginning of year $38,212 |
| Form 990-EZ, Part I, Line 20 | Escrow $1,047 Other Changes in Net Assets $5,790 |
| Form 990-EZ, Part II, Line 26 | Ending Escrow Account Liability $1,047 |
| Form 990-EZ, Part V, Line 35b | Directory Advertisement sales $1,445 |