Civic Intelligence

Katy Junior High PTA

990EZ • Fiscal year 2023 • EIN 04-3801036

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 15, 2023

5350 Franz RoadKaty, TX 77493

(281) 237-6800

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

6.6%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-19%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$71,637

Up $4,455 (+6.6%) from 2022

Net Assets

Up

$71,637

Up $4,455 (+6.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$20,114

Down $4,663 (-19%) from 2022

Expenses

Down

$15,659

Down $1,020 (-6.1%) from 2022

Net Income

Down

$4,455

Down $3,643 (-45%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$71,637
Liabilities$0
Net Assets$71,637

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$20,114
Expenses$15,659
Net Income$4,455
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 15, 2023
Return Version
2022v5.0
Gross Receipts
$115,463
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.-$15,659
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Flora RogersPresidentPT$0--
Sarah RogersVice PresidentPT$0--
Ann PerezVice PresidentPT$0--
Heather WhiteVice PresidentPT$0--
Jackie HendersonTreasurerPT$0--
Tabitha GarciaSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Game Day Meals$31,833$31,833$25,082$6,751
8th Grade Dance$27,843$27,843$29,272$-1,429
Total Events$94,159$94,159$82,972$11,187
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
Jackie Henderson
Title
Treasurer
Signed
2023-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Keller & Sadler Cpas
Address
1260 PIN OAK RD SUITE 114, KATY, TX 77494
Preparer
Stephen W Sadler CPA
Phone
2813925744
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $570

Other Expenses.1

Teacher Appreciation $6293

Other Expenses.2

School Enhancement $3581

Other Expenses.3

PTA Membership - Local $1070

Other Expenses.4

Literacy Library $993

Other Expenses.5

Sales Tax $721

Other Expenses.6

Hospitality $629

Other Expenses.8

Sister School Expense $362

Other Expenses.9

Katy Star GC $226

Other Expenses.10

Membership $184

Other Expenses.11

Founder's Day $150

Other Expenses.12

Council Dues KISD $125

Other Expenses.13

Bank Fees $17

Raw XML Appendix203 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
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IRS990EZ/PrintingPublicationsPostageAmt0488
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015659
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm08th Grade Dance
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $570
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Teacher Appreciation $6293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School Enhancement $3581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PTA Membership - Local $1070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Literacy Library $993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Sales Tax $721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality $629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Sister School Expense $362
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Katy Star GC $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Membership $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Founder's Day $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Council Dues KISD $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank Fees $17
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jackie Henderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
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ReturnHeader/Filer/EIN0043801036
ReturnHeader/Filer/PhoneNum02812376800
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ReturnHeader/Filer/USAddress/CityNm0Katy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077493
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KATY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077494
ReturnHeader/PreparerPersonGrp/PhoneNum02813925744
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen W Sadler CPA
ReturnHeader/ReturnTs02023-08-15T05:10:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jackie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Henderson
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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