Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
West Briar Middle School PTO
EIN 26-0041071 • 501(c)3 • Houston, TX
Profile
To provide educational equipment, supplies, support, and services for all students and faculty at west briar middle school.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.02x
Liabilities / Revenue
79th percentile
Higher debt load relative to revenue than 79% of similar nonprofits.
Net Margin
11th percentile
Higher net margin than 11% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
12th percentile
Faster revenue growth than 12% of similar nonprofits.
Balance Sheet
Assets
Down$62,761
Down $14,039 (-18%) from 2024
Liabilities
$1,053
No earlier filing loaded for comparison.
Net Assets
Down$61,708
Down $15,092 (-20%) from 2024
Revenue
Down$19,222
Down $44,330 (-70%) from 2024
Expenses
Down$34,314
Down $2,767 (-7.5%) from 2024
Net Income
Down-$15,092
Down $41,563 (-157%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $62,761
- Liabilities
- $1,053
- Net assets
- $61,708
- Revenue
- $19,222
- Expenses
- $34,314
- Net income
- -$15,092
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2024 to Jul 31, 2025
- Signed
- Mar 17, 2026
- Return Version
- 2024v5.0
- Gross Receipts
- $90,996
Mission and Program Overview
Mission
To provide educational equipment, supplies, support, and services for all students and faculty at west briar middle school.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| FUNDS USED TO SUPPLY ALL GRADE LEVELS WITH INSTRUCTIONAL MATERIALS INCLUDING THE LIBRARY, FINE ARTS, AND ATHLETICS. | - | - |
| FUNDS USED TO RECOGNIZE OUTSTANDING STUDENTS, TEACHERS, AND STAFF. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANNETTE WAGENAAR | Secretary | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fundraising | $21,543 | $21,543 | $17,787 | $3,756 |
| Total Events | $21,543 | $21,543 | $17,787 | $3,756 |
Filing and Contact Details
Filer
- Filer Name
- West Briar Middle School Pto
- EIN
- 26-0041071
- Phone
- 2813682140
- Address
- 13733 BRIMHURST DR, HOUSTON, TX 77077
Signing Officer
- Name
- Katie Rushin
- Title
- President
- Phone
- 2813682194
- Signed
- 2026-03-17
Preparer
- Firm
- Mbaluka and Beisel LLC
- Address
- 10190 KATY FREEWAY STE 103, HOUSTON, TX 77043
- Preparer
- Joseph Beisel CPA
- Phone
- 2814966152
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses hospitality 500 pto expenses 308 administrative supplies 197 teacher appreciation even 10,500 awards 422 school program 6,800 bank fees 23 teacher staff gifts 2,500 tax prep and bookkeeping 4,882 website 750 sinage 140 corporate partners 391 maintenance 252 uniforms 671 operating supplies 2,203 school store expense 605 luma fees 1,983 friday fun foods 421 prior period adjustments 766 total 34,314”
Form 990-ez, Part II, Line 24
“Income in transit 0 0 total 0 0”
Form 990-ez, Part II, Line 26
“Sales tax payable 0 1,053”
Form 990-ez, Part III
“To provide educational equipment, supplies, support, and services for all students and faculty at west briar middle school.”
Raw XML Appendix126 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ANNETTE WAGENAAR |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2813682140 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 13733 BRIMHURST DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | HOUSTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 77077 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 76800 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 62761 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1600 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 53987 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -15092 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 76800 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 62761 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 21543 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 13866 |
| IRS990EZ/GrossReceiptsAmt | 0 | 90996 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 67853 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 76800 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 61708 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 76800 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 61708 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ANNETTE WAGENAAR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 34314 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE EDUCATIONAL EQUIPMENT, SUPPLIES, SUPPORT, AND SERVICES FOR ALL STUDENTS AND FACULTY AT WEST BRIAR MIDDLE SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FUNDS USED TO SUPPLY ALL GRADE LEVELS WITH INSTRUCTIONAL MATERIALS INCLUDING THE LIBRARY, FINE ARTS, AND ATHLETICS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | FUNDS USED TO RECOGNIZE OUTSTANDING STUDENTS, TEACHERS, AND STAFF. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 17787 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 3756 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 1053 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 34314 |
| IRS990EZ/TotalRevenueAmt | 0 | 19222 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1600 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 1600 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 89396 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 89396 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 90996 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 90996 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 90996 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 90996 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 90996 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 17787 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FUNDRAISING |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 21543 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 21543 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 21543 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 21543 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 3756 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 17787 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 17787 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES HOSPITALITY 500 PTO EXPENSES 308 ADMINISTRATIVE SUPPLIES 197 TEACHER APPRECIATION EVEN 10,500 AWARDS 422 SCHOOL PROGRAM 6,800 BANK FEES 23 TEACHER STAFF GIFTS 2,500 TAX PREP AND BOOKKEEPING 4,882 WEBSITE 750 SINAGE 140 CORPORATE PARTNERS 391 MAINTENANCE 252 UNIFORMS 671 OPERATING SUPPLIES 2,203 SCHOOL STORE EXPENSE 605 LUMA FEES 1,983 FRIDAY FUN FOODS 421 PRIOR PERIOD ADJUSTMENTS 766 TOTAL 34,314 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | INCOME IN TRANSIT 0 0 TOTAL 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | SALES TAX PAYABLE 0 1,053 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO PROVIDE EDUCATIONAL EQUIPMENT, SUPPLIES, SUPPORT, AND SERVICES FOR ALL STUDENTS AND FACULTY AT WEST BRIAR MIDDLE SCHOOL. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KATIE RUSHIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2813682194 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-03-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WEST BRIAR MIDDLE SCHOOL PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WEST |
| ReturnHeader/Filer/EIN | 0 | 260041071 |
| ReturnHeader/Filer/PhoneNum | 0 | 2813682140 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 13733 BRIMHURST DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HOUSTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 77077 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 844221470 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MBALUKA AND BEISEL LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10190 KATY FREEWAY STE 103 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HOUSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 77043 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2814966152 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-03-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH BEISEL CPA |
| ReturnHeader/ReturnTs | 0 | 2026-03-19T10:36:18-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-08-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-07-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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