Civic Intelligence

West Briar Middle School PTO

990EZ • Fiscal year 2024 • EIN 26-0041071

Aug 01, 2023 to Jul 31, 2024 • Filed on Jan 27, 2025

13733 Brimhurst DrHouston, TX 77077

(281) 368-2140

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

85th percentile

50%

Faster asset growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

41%

Faster revenue growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$76,800

Up $25,721 (+50%) from 2023

Net Assets

Up

$76,800

Up $26,471 (+53%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$63,552

Up $18,618 (+41%) from 2023

Expenses

Down

$37,081

Down $6,170 (-14%) from 2023

Net Income

Up

$26,471

Up $24,788 (+1473%) from 2023

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2021: $36,093Liabilities 2021: $6,155Net Assets 2021: $29,9382021Assets 2022: $48,646Liabilities 2022: $0Net Assets 2022: $48,6462022Assets 2023: $51,079Liabilities 2023: $750Net Assets 2023: $50,3292023Assets 2024: $76,800Net Assets 2024: $76,8002024Assets 2025: $62,761Liabilities 2025: $1,053Net Assets 2025: $61,7082025

Highlighted filing

2024

Assets$76,800
Liabilities-
Net Assets$76,800

Operations Trend

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

$100K$50K$0-$50KRevenue 2021: $14,351Expenses 2021: $33,505Net Income 2021: -$19,1542021Revenue 2022: $53,183Expenses 2022: $34,475Net Income 2022: $18,7082022Revenue 2023: $44,934Expenses 2023: $43,251Net Income 2023: $1,6832023Revenue 2024: $63,552Expenses 2024: $37,081Net Income 2024: $26,4712024Revenue 2025: $19,222Expenses 2025: $34,314Net Income 2025: -$15,0922025

Highlighted filing

2024

Revenue$63,552
Expenses$37,081
Net Income$26,471
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jan 27, 2025
Return Version
2023v6.0
Gross Receipts
$119,261
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

DescriptionGrantsExpenses
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

NameTitleFull / Part TimeBaseOtherTotal
KARA BEMISPresidentPT$0--
CARLA DASILVAVP/MembershiPT$0--
AMY GNAUVP/FundraisiPT$0--
AMANDA HELLMANWbms Pto TrePT$0--
ANNETTE WAGENAARSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$30,802$30,802$12,120$18,682
Total Events$30,802$30,802$12,120$18,682
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
Amanda Hellman
Title
Wbms Pto Treasurer
Phone
2813682194
Signed
2025-01-27

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 473 pto menbership fees 24 administrative supplies 7,355 teacher appreciation even 11,277 awards 1,040 credit card processing 2,394 activity fund 8,405 students hardships 3,092 campus grounds 924 school program 2,097 total 37,081

Form 990-ez, Part II, Line 24

Income in transit 3,924 0 total 3,924 0

Form 990-ez, Part II, Line 26

Teacher award (checks not cashed) 750 0

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 Appendix157 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/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077077
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026471
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt040395
IRS990EZ/GrossReceiptsAmt0119261
IRS990EZ/GrossSalesOfInventoryAmt083984
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04475
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARA BEMIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARLA DASILVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY GNAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA HELLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANNETTE WAGENAAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/MEMBERSHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP/FUNDRAISI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3WBMS PTO TRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03924
IRS990EZ/OtherExpensesTotalAmt037081
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL EQUIPMENT, SUPPLIES, SUPPORT, AND SERVICES FOR ALL STUDENTS AND FACULTY AT WEST BRIAR MIDDLE SCHOOL.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FUNDS USED TO RECOGNIZE OUTSTANDING STUDENTS, TEACHERS, AND STAFF.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012120
IRS990EZ/SpecialEventsNetIncomeLossAmt018682
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0750
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037081
IRS990EZ/TotalRevenueAmt063552
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0746001255
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt037801
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WEST BRIAR MIDDLE SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0WEST BRIAR MIDDLE SCHOOL HISD
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt037801
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012120
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030802
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018682
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012120
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES HOSPITALITY 473 PTO MENBERSHIP FEES 24 ADMINISTRATIVE SUPPLIES 7,355 TEACHER APPRECIATION EVEN 11,277 AWARDS 1,040 CREDIT CARD PROCESSING 2,394 ACTIVITY FUND 8,405 STUDENTS HARDSHIPS 3,092 CAMPUS GROUNDS 924 SCHOOL PROGRAM 2,097 TOTAL 37,081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME IN TRANSIT 3,924 0 TOTAL 3,924 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHER AWARD (CHECKS NOT CASHED) 750 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE EDUCATIONAL EQUIPMENT, SUPPLIES, SUPPORT, AND SERVICES FOR ALL STUDENTS AND FACULTY AT WEST BRIAR MIDDLE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA HELLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0WBMS PTO TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02813682194
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST BRIAR MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0260041071
ReturnHeader/Filer/PhoneNum02813682140
ReturnHeader/Filer/USAddress/AddressLine1Txt013733 BRIMHURST DR
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077077
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844221470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MBALUKA AND BEISEL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010190 KATY FREEWAY STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077043
ReturnHeader/PreparerPersonGrp/PhoneNum02814966152
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH BEISEL CPA
ReturnHeader/ReturnTs02025-01-27T15:13:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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Filings