Civic Intelligence

PTA Texas Congress 4848 Frostwood Elementary PTA

990 • Fiscal year 2015 • EIN 20-1593538

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 30, 2015

12214 Memorial DrHouston, TX 77024

(713) 582-8634

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

62nd percentile

8.0%

Higher net margin than 62% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

29th percentile

-4.1%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-9.9%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$590,555

Down $25,227 (-4.1%) from 2014

Net Assets

Down

$590,550

Down $25,180 (-4.1%) from 2014

Liabilities

Down

$5

Down $47 (-90%) from 2014

Revenue

Down

$490,365

Down $54,016 (-9.9%) from 2014

Expenses

Down

$451,248

Down $65,801 (-13%) from 2014

Net Income

Up

$39,117

Up $11,785 (+43%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $373,271Liabilities 2010: $3,050Net Assets 2010: $370,2212010Assets 2011: $434,969Liabilities 2011: $2,682Net Assets 2011: $432,2872011Assets 2012: $435,149Liabilities 2012: $3,015Net Assets 2012: $432,1342012Assets 2013: $588,501Liabilities 2013: $103Net Assets 2013: $588,3982013Assets 2014: $615,782Liabilities 2014: $52Net Assets 2014: $615,7302014Assets 2015: $590,555Liabilities 2015: $5Net Assets 2015: $590,5502015Assets 2016: $564,743Liabilities 2016: $42Net Assets 2016: $564,7012016Assets 2017: $502,906Liabilities 2017: $130Net Assets 2017: $502,7762017Assets 2018: $534,364Liabilities 2018: $182Net Assets 2018: $534,1822018Assets 2019: $519,188Liabilities 2019: $369Net Assets 2019: $518,8192019Assets 2020: $631,856Liabilities 2020: $34Net Assets 2020: $631,8222020Assets 2021: $691,389Liabilities 2021: -$101Net Assets 2021: $691,4902021Assets 2022: $512,215Liabilities 2022: $132Net Assets 2022: $512,0832022Assets 2023: $823,721Liabilities 2023: $254Net Assets 2023: $823,4672023Assets 2024: $883,935Liabilities 2024: $1,354Net Assets 2024: $882,5812024Assets 2025: $985,745Liabilities 2025: $173Net Assets 2025: $985,5722025

Highlighted filing

2015

Assets$590,555
Liabilities$5
Net Assets$590,550

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $371,5692010Expenses 2011: $340,4232011Expenses 2012: $377,1982012Expenses 2013: $379,0922013Revenue 2014: $544,381Expenses 2014: $517,049Net Income 2014: $27,3322014Revenue 2015: $490,365Expenses 2015: $451,248Net Income 2015: $39,1172015Revenue 2016: $529,935Expenses 2016: $555,784Net Income 2016: -$25,8492016Revenue 2017: $558,725Expenses 2017: $620,650Net Income 2017: -$61,9252017Revenue 2018: $492,299Expenses 2018: $460,893Net Income 2018: $31,4062018Revenue 2019: $506,951Expenses 2019: $522,590Net Income 2019: -$15,6392019Revenue 2020: $577,759Expenses 2020: $464,758Net Income 2020: $113,0012020Revenue 2021: $209,007Expenses 2021: $363,339Net Income 2021: -$154,3322021Revenue 2022: $733,966Expenses 2022: $913,373Net Income 2022: -$179,4072022Revenue 2023: $810,381Expenses 2023: $498,997Net Income 2023: $311,3842023Revenue 2024: $981,327Expenses 2024: $922,213Net Income 2024: $59,1142024Revenue 2025: $1,115,304Expenses 2025: $1,012,313Net Income 2025: $102,9912025

Highlighted filing

2015

Revenue$490,365
Expenses$451,248
Net Income$39,117
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 30, 2015
Return Version
2014v5.0
Gross Receipts
$692,654
Mission and Program Overview

Mission

To make every child's potential a reality by engaging and empowering families and communities to advocate for allchildren.

Education and cultural support for school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$615,730$590,550▼ $25,180
Cash and Non-Interest-Bearing Accounts$441,495$480,332▲ $38,837
Savings and Temporary Cash Investments$109,990$110,023▲ $33
Prepaid Expenses and Deferred Charges$64,297--
Accounts Receivable-$200-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$615,782$590,555▼ $25,227
Liabilities
Accounts Payable and Accrued Expenses$52$5▼ $47
Total Liabilities$52$5▼ $47
Net Assets / Fund Balance
Total Net Assets Fund Balance$615,730$590,550▼ $25,180
Total Liabilities and Net Assets / Fund Balance$615,782$590,555▼ $25,227
Compensation and Service Providers

Board Members and Trustees

NameTitle
Keri BassettPresident
Molly HolubFirst Vice-president
Dayna BeardsleySecond Vice-president
Laura NapierThird Vice-president
Tracey RoganParliamentarian
Christina MorseSecretary
Whitney GormleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$203,092
Program Service Revenue
$0
Investment Income
$31
Other Revenue
$287,242
All Other Contributions
$112,866
Change in Net Assets
$39,117

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Other Non Cash Contri Table$87,153
Total Noncash Contributions$87,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$422,216
Other Expenses$29,032
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$422,216--$422,216
Fees for Services Accounting-$2,400-$2,400
Other Expenses-$2,139-$2,139
Insurance-$510-$510
Total Functional Expenses$422,216$29,032$0$451,248
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Frostwood Elementary PtaHouston, TX-Assist Teachers and Students$422,216
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$487,985
Fundraising Direct Expenses$202,289
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$368,066$368,066$83,842$284,224
Carnival$38,865$38,865$26,274$12,591
Total Events$557,000$557,000$195,838$361,162
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

MEMBERS

Form 990, Part VI, Section A, Line 7A

Members elect the governing body.

Form 990, Part VI, Section A, Line 7B

Decisions by the governing body goes to the members for approval.

Form 990, Part VI, Section B, Line 11

The 990 is sent by e-mail as an attachment and reviewed by each of the board members. All questions and answers are communicated by e-mail.

Form 990, Part VI, Section B, Line 12C

A signed copy of the conflicts of interest policy is kept in each officer's binder. We are monitored throughout the year by the standard of "good faith".

Form 990, Part VI, Section C, Line 19

A signed copy of the conflicts of interest policy is kept in each officer's binder. We are monitored thoughtout the year by the standard of "good faith".

Filing and Contact Details

Filer

Filer Name
Frostwood Elementary Pta
EIN
20-1593538
Phone
7135828634
Address
12214 MEMORIAL DR, HOUSTON, TX 77024

Signing Officer

Name
Whitney Gormley
Title
Treasurer
Phone
7132923907
Signed
2015-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Whitney Gormley
Formed
1960
Legal Domicile
TX
Voting Board Members
603
Independent Board Members
6
Employees
0
Volunteers
400

Preparer

Firm
Al Zientek CPA Cfp Pc
Address
2465 SOUTH KIRKWOOD, HOUSTON, TX 77077-6609
Preparer
Al Zientek CPA Cfp
Phone
2814966152
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IRS990ScheduleA/InvestmentIncomeCYPct00.00080
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt02347642
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0490334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0544275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0534932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0376435
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0401666
IRS990ScheduleA/Total509Grp/TotalAmt02347642
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0490365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0544381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0535206
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0377045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0402489
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02349486
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0195838
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0368066
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt038865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0150069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0557000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0368066
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt038865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0150069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0557000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0361162
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt085722
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0195838
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt083842
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt026274
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0422216
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSIST TEACHERS AND STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FROSTWOOD ELEMENTARY PTA
IRS990ScheduleI/RecipientTable/RecipientEIN0746001379
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012214 MEMORIAL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077024
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt00
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0LIVE AUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt087153
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS BY THE GOVERNING BODY GOES TO THE MEMBERS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS SENT BY E-MAIL AS AN ATTACHMENT AND REVIEWED BY EACH OF THE BOARD MEMBERS. ALL QUESTIONS AND ANSWERS ARE COMMUNICATED BY E-MAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A SIGNED COPY OF THE CONFLICTS OF INTEREST POLICY IS KEPT IN EACH OFFICER'S BINDER. WE ARE MONITORED THROUGHOUT THE YEAR BY THE STANDARD OF "GOOD FAITH".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A SIGNED COPY OF THE CONFLICTS OF INTEREST POLICY IS KEPT IN EACH OFFICER'S BINDER. WE ARE MONITORED THOUGHTOUT THE YEAR BY THE STANDARD OF "GOOD FAITH".
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0615782
IRS990/TotalAssetsEOYAmt0590555
IRS990/TotalAssetsGrp/BOYAmt0615782
IRS990/TotalAssetsGrp/EOYAmt0590555
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0203092
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029032
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0422216
IRS990/TotalFunctionalExpensesGrp/TotalAmt0451248
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt052
IRS990/TotalLiabilitiesEOYAmt05
IRS990/TotalLiabilitiesGrp/BOYAmt052
IRS990/TotalLiabilitiesGrp/EOYAmt05
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0615730
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0590550
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0422216
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0285727
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0490365
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0400
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0615782
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0590555
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012331 BOHEME DRIVE
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077024
IRS990/VotingMembersGoverningBodyCnt0603
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.FROSTWOODPTA.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITNEY GORMLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132923907
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FROSTWOOD ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0FROS
ReturnHeader/Filer/EIN0201593538
ReturnHeader/Filer/PhoneNum07135828634
ReturnHeader/Filer/USAddress/AddressLine1Txt012214 MEMORIAL DR
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760002535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AL ZIENTEK CPA CFP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02465 SOUTH KIRKWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.12$1.01$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.98$0.92$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.81$0.50$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.73$0.91$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.21$0.36$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.58$0.46$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.51$0.52$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.49$0.46$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.56$0.62$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.53$0.56$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.49$0.45$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.54$0.52$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.43$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.37