Civic Intelligence

Katy Junior High PTA

EIN 04-3801036 • 501(c)3 • Katy, TX

Profile

Provide additional support to Katy Junior High School

5350 Franz RoadKaty, TX 77493

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

64th percentile

6.1%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

1.7%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$67,417

Up $3,896 (+6.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$67,417

Up $3,896 (+6.1%) from 2024

Revenue

Up

$27,360

Up $446 (+1.7%) from 2024

Expenses

Down

$23,464

Down $11,566 (-33%) from 2024

Net Income

Up

$3,896

Up $12,012 (+148%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $15,968Net Assets 2011: $15,9682011Assets 2012: $32,070Net Assets 2012: $32,0702012Assets 2013: $20,736Liabilities 2013: $0Net Assets 2013: $20,7362013Assets 2014: $14,684Liabilities 2014: $0Net Assets 2014: $14,6842014Assets 2015: $17,070Liabilities 2015: $0Net Assets 2015: $17,0702015Assets 2016: $20,770Liabilities 2016: $0Net Assets 2016: $20,7702016Assets 2017: $26,133Liabilities 2017: $0Net Assets 2017: $26,1332017Assets 2018: $47,810Liabilities 2018: $0Net Assets 2018: $47,8102018Assets 2019: $53,050Liabilities 2019: $0Net Assets 2019: $53,0502019Assets 2020: $54,455Liabilities 2020: $0Net Assets 2020: $54,4552020Assets 2021: $59,084Liabilities 2021: $0Net Assets 2021: $59,0842021Assets 2022: $67,182Liabilities 2022: $0Net Assets 2022: $67,1822022Assets 2023: $71,637Liabilities 2023: $0Net Assets 2023: $71,6372023Assets 2024: $63,521Liabilities 2024: $0Net Assets 2024: $63,5212024Assets 2025: $67,417Liabilities 2025: $0Net Assets 2025: $67,4172025

Highlighted filing

2025

Assets$67,417
Liabilities$0
Net Assets$67,417

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $20,396Expenses 2011: $18,879Net Income 2011: $1,5172011Revenue 2012: $29,999Expenses 2012: $13,897Net Income 2012: $16,1022012Revenue 2013: $20,854Expenses 2013: $32,188Net Income 2013: -$11,3342013Revenue 2014: $20,128Expenses 2014: $26,180Net Income 2014: -$6,0522014Revenue 2015: $16,704Expenses 2015: $14,318Net Income 2015: $2,3862015Revenue 2016: $22,753Expenses 2016: $19,053Net Income 2016: $3,7002016Revenue 2017: $28,522Expenses 2017: $23,159Net Income 2017: $5,3632017Revenue 2018: $35,878Expenses 2018: $14,201Net Income 2018: $21,6772018Revenue 2019: $25,506Expenses 2019: $20,266Net Income 2019: $5,2402019Revenue 2020: $16,782Expenses 2020: $15,377Net Income 2020: $1,4052020Revenue 2021: $13,435Expenses 2021: $8,806Net Income 2021: $4,6292021Revenue 2022: $24,777Expenses 2022: $16,679Net Income 2022: $8,0982022Revenue 2023: $20,114Expenses 2023: $15,659Net Income 2023: $4,4552023Revenue 2024: $26,914Expenses 2024: $35,030Net Income 2024: -$8,1162024Revenue 2025: $27,360Expenses 2025: $23,464Net Income 2025: $3,8962025

Highlighted filing

2025

Revenue$27,360
Expenses$23,464
Net Income$3,896

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$67.4$0.00$67.4$27.4$23.5$3.90
2024Detailed filing. Detailed filing data is available for this year.$63.5$0.00$63.5$26.9$35.0$8.12
2023Detailed filing. Detailed filing data is available for this year.$71.6$0.00$71.6$20.1$15.7$4.46
2022Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$24.8$16.7$8.10
2021Detailed filing. Detailed filing data is available for this year.$59.1$0.00$59.1$13.4$8.81$4.63
2020Detailed filing. Detailed filing data is available for this year.$54.5$0.00$54.5$16.8$15.4$1.41
2019Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$25.5$20.3$5.24
2018Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$35.9$14.2$21.7
2017Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$28.5$23.2$5.36
2016Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$22.8$19.1$3.70
2015Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$16.7$14.3$2.39
2014Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$20.1$26.2$6.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$0.00$20.7$20.9$32.2$11.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$32.1$30.0$13.9$16.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$16.0$20.4$18.9$1.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$125,163
Mission and Program Overview

Mission

Provide additional support to Katy Junior High School

Program Services

DescriptionGrantsExpenses
Provide additional support for the students and teachers of Katy Junior High School. The student body is approximately 1,212$0$23,464
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn GoodwinPresidentPT$0--
Heather BecknerVice PresidentPT$0--
Kalee HarperVice PresidentPT$0--
Deanna EllingtonVice PresidentPT$0--
Ann PerezSecretaryPT$0--
Kathalyn GarzaTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
8th Grade Dance$34,562$34,562$29,897$4,665
Fun Food Friday$31,117$31,117$24,563$6,554
Total Events$121,719$121,719$97,802$23,917
Filing and Contact Details

Filer

Filer Name
Katy Junior High PTA
EIN
04-3801036
Phone
2812376800
Address
5350 Franz Road, Katy, TX 77493

Signing Officer

Name
Kathalyn Garza
Title
Treasurer
Phone
2812376800
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Stephen W Sadler Pc
Address
1260 Pin Oak Rd Suite 114, Katy, TX 77494-5603
Preparer
Stephen W Sadler CPA
Phone
2813925744
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Bank Fee. Amount: 100. Description: Council Dues. Amount: 125. Description: Professional Fees. Amount: 250. Description: Insurance. Amount: 640. Description: Literacy Library. Amount: 997. Description: Membership Rewards. Amount: 159. Description: Sales Tax. Amount: 455. Description: Sister School. Amount: 322. Description: Teacher Appreciation. Amount: 11,408. Description: VIPS Expenses. Amount: 169. Description: School Funding. Amount: 8,473. Total to Form 990-EZ, line 16: 23,098.

Raw XML Appendix183 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/BooksInCareOfDetail/PhoneNum02812376800
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dawn Goodwin
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Ann Perez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kathalyn Garza
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide additional support to Katy Junior High School
IRS990EZ/PrintingPublicationsPostageAmt0366
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023464
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt023916
IRS990EZ/SubjectToProxyTaxInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031117
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Bank Fee. Amount: 100. Description: Council Dues. Amount: 125. Description: Professional Fees. Amount: 250. Description: Insurance. Amount: 640. Description: Literacy Library. Amount: 997. Description: Membership Rewards. Amount: 159. Description: Sales Tax. Amount: 455. Description: Sister School. Amount: 322. Description: Teacher Appreciation. Amount: 11,408. Description: VIPS Expenses. Amount: 169. Description: School Funding. Amount: 8,473. Total to Form 990-EZ, line 16: 23,098.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathalyn Garza
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02812376800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Katy Junior High PTA
ReturnHeader/Filer/BusinessNameControlTxt0KATY
ReturnHeader/Filer/EIN0043801036
ReturnHeader/Filer/PhoneNum02812376800
ReturnHeader/Filer/USAddress/AddressLine1Txt05350 Franz Road
ReturnHeader/Filer/USAddress/CityNm0Katy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077493
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271653602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN W SADLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01260 Pin Oak Rd Suite 114
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Katy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0774945603
ReturnHeader/PreparerPersonGrp/PhoneNum02813925744
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen W Sadler CPA
ReturnHeader/ReturnTs02025-10-30T11:32:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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