Civic Intelligence

PTA Texas Congress 4848 Frostwood Elementary PTA

990 • Fiscal year 2023 • EIN 20-1593538

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 09, 2023

12214 Memorial DrHouston, TX 77024-6207

(713) 251-5700

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

91st percentile

61%

Faster asset growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

10%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$823,721

Up $311,506 (+61%) from 2022

Net Assets

Up

$823,467

Up $311,384 (+61%) from 2022

Liabilities

Up

$254

Up $122 (+92%) from 2022

Revenue

Up

$810,381

Up $76,415 (+10%) from 2022

Expenses

Down

$498,997

Down $414,376 (-45%) from 2022

Net Income

Up

$311,384

Up $490,791 (+274%) from 2022

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

2023

Assets$823,721
Liabilities$254
Net Assets$823,467

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

2023

Revenue$810,381
Expenses$498,997
Net Income$311,384
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 9, 2023
Return Version
2022v5.0
Gross Receipts
$1,074,193
Mission and Program Overview

Mission

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

To make every child's potential a reality by engaging and empowering families and communities to advocate for all children, particularly in regards to frostwood elementary school, houston, tx.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$512,215$823,721▲ $311,506
Rtn Earn Endowment Incm Other Fnds$512,083$823,467▲ $311,384
Total Assets$512,215$823,721▲ $311,506
Liabilities
Accounts Payable and Accrued Expenses$132$254▲ $122
Total Liabilities$132$254▲ $122
Net Assets / Fund Balance
Total Net Assets Fund Balance$512,083$823,467▲ $311,384
Total Liabilities and Net Assets / Fund Balance$512,215$823,721▲ $311,506
Compensation and Service Providers

Board Members and Trustees

NameTitle
Melissa WilmothPresident
Lauren Nix1stvp -proje
Tiffany Lim2nd VP-under
Lindsay Lanham3rd VP-commu
Alisa WilliamsParliamentar
Renee RiceSecretary
Valerie ChaseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$687,518
Program Service Revenue
$106,492
Investment Income
$16,371
Other Revenue
$0
All Other Contributions
$191,535
Change in Net Assets
$311,384

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table82$92,879
Total Noncash Contributions82$92,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$498,997
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$130,027--$130,027
Other Expenses$25,550--$25,550
Office Expenses$11,809$5,412-$17,221
Fees for Services Other$11,450--$11,450
Conferences and Meetings$2,192--$2,192
Information Technology-$900-$900
Insurance-$725-$725
Total Functional Expenses$491,960$7,037$0$498,997
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$263,812
Fundraising Gross Income$263,812
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$698,026$227,537$227,537$0
Carnival$42,658$31,436$31,436$0
Total Events$756,078$263,812$263,812-
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
Business relationship with 35% controlled entity
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

MEMBERS

Form 990, Page 6, Part VI, Line 7A

Members elect the governing body.

Form 990, Page 6, Part VI, Line 11B

990 is sent via email to the treasurer who reviews and shares it with the executive board members.

Form 990, Page 6, Part VI, Line 12C

A signed copy of the conflict of interest policy for each governing board member is kept in the secretary's binder. At the initial executive meeting, the conflict of interest policy is reviewed and is referenced throughout the fiscal year. Board members are monitored throughout the fiscal year by the standards of "good faith".

Form 990, Page 6, Part VI, Line 19

Governing documents are retained by the board. Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress 4848 Frostwood
EIN
20-1593538
Phone
7132515700
Address
12214 MEMORIAL DR, HOUSTON, TX 77024-6207

Signing Officer

Name
Valerie Chase
Title
Treasurer
Phone
7132515700
Signed
2023-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Wilmoth
Formed
1960
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
643

Preparer

Firm
Calloway Stinson & Co Pc
Address
8554 KATY FREEWAY SUITE 110, HOUSTON, TX 77024
Preparer
Catherine J Schuetze
Phone
7134684133
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Field trips 20,000 0 0 staff appreciation 13,147 0 0 garden education 12,275 0 0 field day 11,156 0 0 teacher start up funds 7,537 0 0 sister school solution 6,635 0 0 directory 6,101 0 0 discovery centers/science 6,097 0 0 plc days 5,966 0 0 gifts 5,871 0 0 fifth graduation party 5,309 0 0 odyssey of the mind 4,458 0 0 school supplies 3,520 0 0 hospitality 3,425 0 0 sister school scholarship 3,000 0 0 healthy lifestyles 2,599 0 0 musical programs 2,595 0 0 library 1,609 0 0 sbef bright stars 1,500 0 0 beginning of year events 1,290 0 0 fifth grade graduation 1,166 0 0 math olympiad 801 0 0 pgp 725 0 0 western day 690 0 0 d.a.r.e. 669 0 0 colonial day 630 0 0 spelling bee 370 0 0 reflections 304 0 0 sbef auction basket 286 0 0 art museum donation 150 0 0 book swap 105 0 0 safety patrol taps 41 0 0 total 130,027 0 0

Raw XML Appendix378 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 IS SENT VIA EMAIL TO THE TREASURER WHO REVIEWS AND SHARES IT WITH THE EXECUTIVE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A SIGNED COPY OF THE CONFLICT OF INTEREST POLICY FOR EACH GOVERNING BOARD MEMBER IS KEPT IN THE SECRETARY'S BINDER. AT THE INITIAL EXECUTIVE MEETING, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND IS REFERENCED THROUGHOUT THE FISCAL YEAR. BOARD MEMBERS ARE MONITORED THROUGHOUT THE FISCAL YEAR BY THE STANDARDS OF "GOOD FAITH".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE RETAINED BY THE BOARD. DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIELD TRIPS 20,000 0 0 STAFF APPRECIATION 13,147 0 0 GARDEN EDUCATION 12,275 0 0 FIELD DAY 11,156 0 0 TEACHER START UP FUNDS 7,537 0 0 SISTER SCHOOL SOLUTION 6,635 0 0 DIRECTORY 6,101 0 0 DISCOVERY CENTERS/SCIENCE 6,097 0 0 PLC DAYS 5,966 0 0 GIFTS 5,871 0 0 FIFTH GRADUATION PARTY 5,309 0 0 ODYSSEY OF THE MIND 4,458 0 0 SCHOOL SUPPLIES 3,520 0 0 HOSPITALITY 3,425 0 0 SISTER SCHOOL SCHOLARSHIP 3,000 0 0 HEALTHY LIFESTYLES 2,599 0 0 MUSICAL PROGRAMS 2,595 0 0 LIBRARY 1,609 0 0 SBEF BRIGHT STARS 1,500 0 0 BEGINNING OF YEAR EVENTS 1,290 0 0 FIFTH GRADE GRADUATION 1,166 0 0 MATH OLYMPIAD 801 0 0 PGP 725 0 0 WESTERN DAY 690 0 0 D.A.R.E. 669 0 0 COLONIAL DAY 630 0 0 SPELLING BEE 370 0 0 REFLECTIONS 304 0 0 SBEF AUCTION BASKET 286 0 0 ART MUSEUM DONATION 150 0 0 BOOK SWAP 105 0 0 SAFETY PATROL TAPS 41 0 0 TOTAL 130,027 0 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
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IRS990/USAddress/AddressLine1Txt012214 MEMORIAL DR
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077024
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.FROSTWOODPTA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE CHASE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132515700
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS 4848 FROSTWOOD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0201593538
ReturnHeader/Filer/PhoneNum07132515700
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742130498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALLOWAY STINSON & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08554 KATY FREEWAY SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077024
ReturnHeader/PreparerPersonGrp/PhoneNum07134684133
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE J SCHUETZE
ReturnHeader/ReturnTs02023-08-14T13:45:12-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHASE
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.$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