PTA TEXAS CONGRESS: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PTA TEXAS CONGRESS (EIN 05-0623117)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-07-09
- IRS object ID
- 202341909349200804
- Schema version
- 2022v5.0
- 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 | 2023-07-09T21:30:04Z | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050623117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PTA TEXAS CONGRESS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PTAT | BusinessNameControlTxt |
| Phone | 0000000000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11501 STAKED PLAINS DR | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78717 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mallory Lundell | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5125706500 | PhoneNum |
| Signature | 2023-07-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mallory | PersonFirstNm |
| Person Last | Lundell | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $96,805 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,838 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $2,469 | MembershipDuesAmt |
| Investment Income | $0 | 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 | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $7,348 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,554 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $1,794 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $81,150 | OtherRevenueTotalAmt |
| Total Revenue | $91,251 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $0 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $0 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $0 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $259 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $89,771 | OtherExpensesTotalAmt |
| Total Expenses | $90,030 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,221 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $62,677 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $63,898 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,722 | BOYAmt |
| EOY | $63,938 | 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 | $62,722 | BOYAmt |
| EOY | $63,938 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45 | BOYAmt |
| EOY | $40 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,677 | BOYAmt |
| EOY | $63,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To provide support assistance and advocacy for the staff students and families of Rutledge Elementary a public education school | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | 0 | DescriptionProgramSrvcAccomTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Melissa McCormick | ||||
| President | 0 | $0 | $0 | $0 |
| Erica Chasco | ||||
| VP Membership | 0 | $0 | $0 | $0 |
| Aiko Livingston | ||||
| VP Fundraising | 0 | $0 | $0 | $0 |
| Anaka Cantrell | ||||
| VP Communications | 0 | $0 | $0 | $0 |
| Lindsay Seifert | ||||
| Secretary | 0 | $0 | $0 | $0 |
| Mallory Lundell | ||||
| Treasurer | 0 | $0 | $0 | $0 |
| Valerie Williamson | ||||
| Parliamentarian | 0 | $0 | $0 | $0 |
| Ivonne Paredes | ||||
| Hospitality | 0 | $0 | $0 | $0 |
| Liz McDermott | ||||
| Volunteer Coordinator | 0 | $0 | $0 | $0 |
| Aruna Lakshmanan | ||||
| DiversityInclusion | 0 | $0 | $0 | $0 |
| Amy Bush | ||||
| Historian | 0 | $0 | $0 | $0 |
| Katia Hagen | ||||
| Corporate Sponsorship | 0 | $0 | $0 | $0 |
| Patricia Steed | ||||
| Yearbook | 0 | $0 | $0 | $0 |
| Judith Ritchie | ||||
| PTA Council Delegate | 0 | $0 | $0 | $0 |
| Lindsey Hervey | ||||
| Teach Liaison | 0 | $0 | $0 | $0 |
| Beth Mohler | ||||
| Principal | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mallory Lundell | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11501 Staked Plains Drive | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5125706500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Gifts Grants Contri Rcvd170 | GiftsGrantsContriRcvd170Grp | |
| Tax Rev Levied Orgnztnl Bnft170 | TaxRevLeviedOrgnztnlBnft170Grp | |
| Govt Furn Srvc Fclts Vl170 | GovtFurnSrvcFcltsVl170Grp | |
| Total Calendar Year170 | TotalCalendarYear170Grp | |
| Gross Investment Income170 | GrossInvestmentIncome170Grp | |
| Unrelated Business Net Incm170 | UnrelatedBusinessNetIncm170Grp | |
| Other Income170 | OtherIncome170Grp | |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support PY170 | 0 | PublicSupportPY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,455 | CurrentTaxYearAmt |
| Total | $308,088 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,351 | CurrentTaxYearAmt |
| Total | $110,262 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts Non Unrlt Bus | GrossReceiptsNonUnrltBusGrp | |
| Tax Rev Levied Orgnztnl Bnft509 | TaxRevLeviedOrgnztnlBnft509Grp | |
| Govt Furn Srvc Fclts Vl509 | GovtFurnSrvcFcltsVl509Grp |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,806 | CurrentTaxYearAmt |
| Total | $418,350 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Rcvd Dsqlfy Person | AmountsRcvdDsqlfyPersonGrp | |
| Substantial Contributors Amt | SubstantialContributorsAmtGrp | |
| Subst And Dsqlfy Prsns Tot | SubstAndDsqlfyPrsnsTotGrp | |
| Public Support Total509 | $418,350 | PublicSupportTotal509Amt |
| Gross Investment Income509 | GrossInvestmentIncome509Grp | |
| Post1975 UBTI | Post1975UBTIGrp | |
| Investment Income And UBTI | InvestmentIncomeAndUBTIGrp | |
| Net Income From Other UBI | NetIncomeFromOtherUBIGrp | |
| Other Income509 | OtherIncome509Grp |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,806 | CurrentTaxYearAmt |
| Total | $418,350 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1 | PublicSupportCY509Pct |
| Public Support PY509 | 1 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
| Form990 Sch A Type3 Func Int | Form990SchAType3FuncIntGrp |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule O: | FormAndLineReferenceDesc |
| Explanation | Part I, Line 8 School supply bonus, yearbook sales, carnival income, Fun Run contributions collected by Adventure Dash 3rd party fundraising company, website transaction fees. Part I, Line 16 General & Admin Expenses, Yearbook, Corporate Sponsorship, Eat out Nights , Carnival Expenses, Fun Run Expenses, Leader in Me Program, Classroom & Academic Enrichment, Campus Enhancements, Donations to LISD Council of PTAs, Field Trips, Student Enrichment, Watch Dogs Program, Field Day, Extracurriculars, 5th Grade Graduation, Teachers Hospitality, Family Enrichment Programs, Reflections Program, International Fair, Spanish Program, Book Fair, Diversity Initiatives, Credit Card Processing Fees Part II, Line 26 States Sales Taxes Payable | ExplanationTxt |