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← PTA TEXAS CONGRESS

Form 990 for tax year 2023

Filed by PTA TEXAS CONGRESS.

What the amendment changed

Compared with the return it replaced , filed 11 October 2024 — the latest of 2 it replaced. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$131,895 changed to $2,739,432
Total expenses
$133,449 changed to $2,660,666
Contributions and grants received
$11,171 changed to $1,160,347
Grants paid
$0 changed to $22,984
Program service revenue
$16,246 changed to $959,413
Investment income
$0 changed to $177,668
Other revenue
$104,478 changed to $442,004
Total assets, end of year
$85,025 changed to $10,903,856
Total liabilities, end of year
$0 changed to $1,459,955
Net assets or fund balances, end of year
$85,025 changed to $9,443,901
Program services expenses
$130,391 changed to $2,092,352
Management and general expenses
$3,058 changed to $536,660
Fundraising expenses
$0 changed to $31,654
Program service expenses (Part III)
$130,391 changed to $2,092,352

Listed only on the earlier return

  • Alli Malek
  • Allison Otte
  • Ferrin Robbins
  • Jill Craig
  • Megan Bass

Listed only on the later return

  • Adrian Hicks
  • Christy Decker
  • Dawn Watson
  • Dominique Harvey
  • Georgia Strickland
  • Heidi Pecoy
  • Jennifer Easley
  • Karen Burnell
  • Kelley Thomas
  • Ken Kuhl
  • Kim Belew
  • Melinda Samberson
  • Michelle Jackson
  • Rachel Abel
  • Shannon Allen
  • Stephanie Holdren
  • Tracey Bergfield

Totals

Total revenue
$2,739,432
Total expenses
$2,660,666
Contributions and grants received
$1,160,347
Grants paid
$22,984
Program service revenue
$959,413
Investment income
$177,668
Other revenue
$442,004
Total assets, end of year
$10,903,856
Total liabilities, end of year
$1,459,955
Net assets or fund balances, end of year
$9,443,901
Program services expenses (Part IX)
$2,092,352
Management and general expenses
$536,660
Fundraising expenses
$31,654
Program service expenses (Part III)
$2,092,352

Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $1,132,423

  • 1f · All other contributions, gifts and grants

    $27,924

  • 2a · Program service revenue: PROGRAMS & SEMINARS

    total $760,689 · related or exempt $760,689

  • 2b · Program service revenue: OTHER FEES AND PROGRAM

    total $198,724 · related or exempt $195,157 · unrelated business $3,567

  • 3 · Investment income

    total $116,881 · excluded $116,881

  • 5 · Royalties

    total $220,462 · excluded $220,462

  • 6a · Gross rents

    real property $212,817

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $212,817

  • 6d · Net rental income or loss

    total $212,817 · excluded $212,817

  • 7a · Gross sales of assets other than inventory

    securities $62,573

  • 7b · Less cost or other basis and sales expenses

    securities $1,786

  • 7c · Gain or loss

    securities $60,787

  • 7d · Net gain or loss

    total $60,787 · excluded $60,787

  • 10a · Gross sales of inventory

    $12,199

  • 10b · Cost of goods sold

    $3,474

  • 10c · Net income from sales of inventory

    total $8,725 · related or exempt $8,725

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $22,984 · program services $22,984

  • 5 · Compensation of officers, directors and key employees

    total $306,707 · program services $251,500 · management and general $49,073 · fundraising $6,134

  • 7 · Other salaries and wages

    total $705,451 · program services $578,470 · management and general $112,872 · fundraising $14,109

  • 8 · Pension plan contributions

    total $22,536 · program services $18,479 · management and general $3,606 · fundraising $451

  • 9 · Other employee benefits

    total $87,036 · program services $71,369 · management and general $13,926 · fundraising $1,741

  • 10 · Payroll taxes

    total $68,474 · program services $56,149 · management and general $10,956 · fundraising $1,369

  • 11b · Fees: legal

    total $4,417 · program services $2,606 · management and general $1,767 · fundraising $44

  • 11c · Fees: accounting

    total $30,501 · program services $17,995 · management and general $12,201 · fundraising $305

  • 11d · Fees: lobbying

    total $80,390 · program services $80,390

  • 11f · Fees: investment management

    total $33,718 · program services $13,738 · management and general $19,747 · fundraising $233

  • 12 · Advertising and promotion

    total $18,790 · program services $11,086 · management and general $7,516 · fundraising $188

  • 13 · Office expenses

    total $121,767 · program services $71,410 · management and general $49,146 · fundraising $1,211

  • 14 · Information technology

    total $29,220 · program services $17,239 · management and general $11,689 · fundraising $292

  • 16 · Occupancy

    total $66,024 · program services $38,954 · management and general $26,410 · fundraising $660

  • 17 · Travel

    total $13,784 · program services $1,184 · management and general $12,580 · fundraising $20

  • 19 · Conferences, conventions and meetings

    total $66,664 · program services $2,386 · management and general $64,262 · fundraising $16

  • 22 · Depreciation, depletion and amortization

    total $250,005 · program services $125,913 · management and general $119,697 · fundraising $4,395

  • 23 · Insurance

    total $50,345 · program services $28,647 · management and general $21,212 · fundraising $486

  • 24a · Other expenses: LAUNCH EXPENSES

    total $387,663 · program services $387,663

  • 24b · Other expenses: E COMMERCE FEES

    total $117,819 · program services $117,819

  • 24c · Other expenses: MEMBER SERVICES

    total $99,289 · program services $99,289

  • 24d · Other expenses: WORKSHOPS & TRAINING

    total $46,910 · program services $46,910

  • 24e · All other expenses

    total $30,172 · program services $30,172

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,239,105 · end of year $1,195,956

  • 2 · Savings and temporary cash investments

    end of year $959,576

  • 4 · Accounts receivable

    beginning of year $9,067 · end of year $46,940

  • 8 · Inventories for sale or use

    beginning of year $4,112 · end of year $2,632

  • 9 · Prepaid expenses and deferred charges

    beginning of year $87,045 · end of year $92,755

  • 10a · Land, buildings and equipment: cost or other basis

    $6,728,834

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,138,322

  • 10c · Land, buildings and equipment, net

    beginning of year $4,840,518 · end of year $4,590,512

  • 11 · Investments: publicly traded securities

    beginning of year $3,436,304 · end of year $3,857,405

  • 15 · Other assets

    beginning of year $187,218 · end of year $158,080

  • 17 · Accounts payable and accrued expenses

    beginning of year $383,384 · end of year $299,916

  • 19 · Deferred revenue

    beginning of year $16,113 · end of year $5,489

  • 25 · Other liabilities

    beginning of year $1,300,741 · end of year $1,154,550

  • 27 · Net assets without donor restrictions

    beginning of year $8,732,843 · end of year $9,052,251

  • 28 · Net assets with donor restrictions

    beginning of year $370,288 · end of year $391,650

Mission and programs · 2023

Mission

TO MAKE EVERY CHILD'S POTENTIAL A REALITY BY ENGAGING AND EMPOWERING FAMILIES AND COMMUNITIES TO ADVOCATE FOR ALL CHILDREN.

  • ALL PROGRAM SERVICE ACTIVITIES RELATE TO MAKING EVERY CHILD'S POTENTIAL A REALITY THROUGH PARENTAL INVOLVEMENT, PARENT EDUCATION, MEMBER DEVELOPMENT AND ADVOCACY. MEMBER LEARNING OPPORTUNITIES INCLUDING LAUNCH SUMMER CONFERENCE, STUDENT ART PROGRAM REFLECTIONS, CONNECT PROGRAMS AND THE YES! PROGRAM.

    Expenses $2,092,352 · Grants $22,984 · Revenue $964,571

As filed on the 2023 return.

Listed in Part VII

  • Adrian Hicks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dawn Watson

    VP FIELD SERVICE

    Total calculated
    $0
    Hours/week
    2

  • Dominique Harvey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Georgia Strickland

    VP MEMBERSHIP

    Total calculated
    $0
    Hours/week
    15

  • Heidi Pecoy

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    35

  • Jennifer Easley

    PRESIDENT

    Total calculated
    $0
    Hours/week
    35

  • Karen Burnell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kelley Thomas

    VP LEADERSHIP

    Total calculated
    $0
    Hours/week
    15

  • Ken Kuhl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kim Belew

    TREASURER

    Total calculated
    $0
    Hours/week
    15

  • Melinda Samberson

    VP PROGRAMS & RESOURCES

    Total calculated
    $0
    Hours/week
    10

  • Rachel Abel

    VP ADVOCACY

    Total calculated
    $0
    Hours/week
    10

  • Shannon Allen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stephanie Holdren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tracey Bergfield

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Christy Decker

    DIRECTOR OF FINANCE & OPERATIONS

    Total calculated
    $108,214
    From this org
    $105,169
    From related orgs
    $0
    Other
    $3,045
    Hours/week
    40

  • Michelle Jackson

    EXECUTIVE DIRECTOR

    Total calculated
    $198,494
    From this org
    $185,520
    From related orgs
    $0
    Other
    $12,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,520
    Bonus
    $0
    Other
    $0
    Deferred
    $9,033
    Nontaxable benefits
    $3,941
    Filer's total
    $198,494

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
4 June 2025
IRS schema version
2023v6.0
Source object
202521619349301702

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