Civic Intelligence

Woodrow Wilson Montessori PTO

EIN 27-2943958 • 501(c)3 • Houston, TX

Pub. 78 Eligible990-N Coverage

Profile

See schedule 0 other explanation

2100 YuponHouston, TX 77006

www.wilsonpto.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

85th percentile

47%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

45%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$161,309

Up $51,612 (+47%) from 2024

Liabilities

Up

$1,355

Up $1,355 from 2024

Net Assets

Up

$159,954

Up $50,257 (+46%) from 2024

Revenue

Up

$234,409

Up $72,433 (+45%) from 2024

Expenses

Down

$184,152

Down $9,134 (-4.7%) from 2024

Net Income

Up

$50,257

Up $81,567 (+261%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2013: $58,897Liabilities 2013: $0Net Assets 2013: $58,8972013Assets 2014: $51,824Liabilities 2014: $0Net Assets 2014: $51,8242014Assets 2015: $70,798Liabilities 2015: $0Net Assets 2015: $70,7982015Assets 2016: $70,238Liabilities 2016: $0Net Assets 2016: $70,2382016Assets 2017: $63,119Liabilities 2017: $0Net Assets 2017: $63,1192017Assets 2018: $123,323Liabilities 2018: $0Net Assets 2018: $123,3232018Assets 2019: $135,801Liabilities 2019: $0Net Assets 2019: $135,8012019Assets 2020: $112,887Liabilities 2020: $0Net Assets 2020: $112,8872020Assets 2021: $95,258Liabilities 2021: $0Net Assets 2021: $95,2582021Assets 2022: $118,060Liabilities 2022: $0Net Assets 2022: $118,0602022Assets 2023: $141,008Liabilities 2023: $0Net Assets 2023: $141,0082023Assets 2024: $109,697Liabilities 2024: $0Net Assets 2024: $109,6972024Assets 2025: $161,309Liabilities 2025: $1,355Net Assets 2025: $159,9542025

Highlighted filing

2025

Assets$161,309
Liabilities$1,355
Net Assets$159,954

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $75,169Expenses 2013: $43,137Net Income 2013: $32,0322013Revenue 2014: $58,997Expenses 2014: $66,070Net Income 2014: -$7,0732014Revenue 2015: $96,095Expenses 2015: $77,121Net Income 2015: $18,9742015Revenue 2016: $103,459Expenses 2016: $104,019Net Income 2016: -$5602016Revenue 2017: $124,628Expenses 2017: $131,747Net Income 2017: -$7,1192017Revenue 2018: $199,069Expenses 2018: $138,865Net Income 2018: $60,2042018Revenue 2019: $165,044Expenses 2019: $152,566Net Income 2019: $12,4782019Revenue 2020: $118,164Expenses 2020: $141,078Net Income 2020: -$22,9142020Revenue 2021: $61,722Expenses 2021: $79,351Net Income 2021: -$17,6292021Revenue 2022: $146,842Expenses 2022: $124,040Net Income 2022: $22,8022022Revenue 2023: $167,461Expenses 2023: $144,513Net Income 2023: $22,9482023Revenue 2024: $161,976Expenses 2024: $193,286Net Income 2024: -$31,3102024Revenue 2025: $234,409Expenses 2025: $184,152Net Income 2025: $50,2572025

Highlighted filing

2025

Revenue$234,409
Expenses$184,152
Net Income$50,257

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 22, 2025
Return Version
2024v5.2
Gross Receipts
$234,409
Mission and Program Overview

Mission

See schedule 0 other explanation

voluntary association of parents, guardians, staff, and teachers who support the students enrolled at Baker. The main function shall be to raise funds and organize volunteers to:Support activities,projects,staff, parents,and support a safe and productive learning environment

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$109,697$159,954▲ $50,257
Savings and Temporary Cash Investments$103,516$149,668▲ $46,152
Cash and Non-Interest-Bearing Accounts$6,181$11,641▲ $5,460
Total Assets$109,697$161,309▲ $51,612
Liabilities
Accounts Payable and Accrued Expenses-$1,355-
Total Liabilities$0$1,355▲ $1,355
Net Assets / Fund Balance
Total Net Assets Fund Balance$109,697$159,954▲ $50,257
Total Liabilities and Net Assets / Fund Balance$109,697$161,309▲ $51,612
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kate HicksCo President
Nzinga JonesCo President
Elizabeth BryanCo-president
Erica WesemanCo-president
George FreySecretary
Jeferson SantosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$231,551
Program Service Revenue
$0
Investment Income
$2,858
Other Revenue
$0
All Other Contributions
$68,325
Change in Net Assets
$50,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,807
Professional Fundraising Fees$32,345
Total Fundraising Expense$32,345
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$145,765--$145,765
Fees for Services Professional Fundraising--$32,345$32,345
Other Expenses-$1,595-$1,595
Fees for Services Accounting-$785-$785
Insurance-$699-$699
Office Expenses-$203-$203
Total Functional Expenses$145,765$6,042$32,345$184,152
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$32,345

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Field and$74,420$74,420-$74,420
Baker Blast$32,481$32,481-$32,481
Total Events$163,227$163,227-$163,227
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
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

Members or stockholder classes and rights Part VI line 6

The Baker PTO shall have Members pursuant to the Texas Non-Profit Corporation Law and these Bylaws. The Members include: (a) any parent/legal guardian of a child currently enrolled in Baker, and (b) the teachers, administrators, and other employees of Baker. Individual parents/guardians of students attending Baker from a single household may hold separate memberships

Member election for additional members Part VI line 7A

Board Voting Procedures (i) One vote is allotted per Board Member regardless of the number of positions held. (ii) Upcoming Board votes will be announced/presented in a Board Meeting and electronically communicated to all Board Members via their emails on record. (iii) A minimum three (3) days voting period is required following the announcement. (iv) Votes not submitted during a meeting must be submitted electronically with votes recorded in the subsequent Board Meeting minutes. (v) A simple majority of the Board is required for approval.

Form 990 governing body review Part VI line 11

the organization provided a complete copy of this Form 990 to all members of its governing body before filing

Conflict of interest policy compliance Part VI line 12C

The purpose of the conflict of interest policy is to protect this tax-exempt organizations (Organization) interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an Board Member of the Organization or might result in a possible excess benefit transaction. This policy is intended to supplement but not replace any applicable state and federal laws governing conflict of interest applicable to nonprofit and charitable organizations. Any applicable state and federal laws governing conflict of interest are controlling.

Governing documents etc available to public Part VI line 19

Streamlinging overall govering documents

Filing and Contact Details

Filer

Filer Name
Ella J Baker Montessori PTO
EIN
27-2943958
In Care Of
% JEFERSON SANTOS
Phone
2817888854
Address
2100 YUPON, Houston, TX 77006

Signing Officer

Name
Jeferson Santos
Title
Treasurer
Phone
7135255292
Signed
2025-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eden Bass
Formed
2010
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Diego a Bello CPA Pc
Address
6333 CRAB ORCHARD RD, Houston, TX 77057
Preparer
Diego Bello
Phone
7139311809
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

Staff development expenses, campus classroom supplies, enrichment expenses

General explanation attachment

Support the students and teachers of wilson montessori, a public montessori pre-k through 8th grade school.

Raw XML Appendix358 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt074420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt032481
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt056326
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0163227
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0163227
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/LicensedStatesCd0TX
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Baker PTO shall have Members pursuant to the Texas Non-Profit Corporation Law and these Bylaws. The Members include: (a) any parent/legal guardian of a child currently enrolled in Baker, and (b) the teachers, administrators, and other employees of Baker. Individual parents/guardians of students attending Baker from a single household may hold separate memberships
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Voting Procedures (i) One vote is allotted per Board Member regardless of the number of positions held. (ii) Upcoming Board votes will be announced/presented in a Board Meeting and electronically communicated to all Board Members via their emails on record. (iii) A minimum three (3) days voting period is required following the announcement. (iv) Votes not submitted during a meeting must be submitted electronically with votes recorded in the subsequent Board Meeting minutes. (v) A simple majority of the Board is required for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2the organization provided a complete copy of this Form 990 to all members of its governing body before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The purpose of the conflict of interest policy is to protect this tax-exempt organizations (Organization) interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an Board Member of the Organization or might result in a possible excess benefit transaction. This policy is intended to supplement but not replace any applicable state and federal laws governing conflict of interest applicable to nonprofit and charitable organizations. Any applicable state and federal laws governing conflict of interest are controlling.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STREAMLINGING OVERALL GOVERING DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STAFF DEVELOPMENT EXPENSES, CAMPUS CLASSROOM SUPPLIES, ENRICHMENT EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPORT THE STUDENTS AND TEACHERS OF WILSON MONTESSORI, A PUBLIC MONTESSORI PRE-K THROUGH 8TH GRADE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6General explanation attachment
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0161309
IRS990/TotalAssetsGrp/BOYAmt0109697
IRS990/TotalAssetsGrp/EOYAmt0161309
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0231551
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt032345
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06042
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145765
IRS990/TotalFunctionalExpensesGrp/TotalAmt0184152
IRS990/TotalGrossUBIAmt02858
IRS990/TotalLiabilitiesEOYAmt01355
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01355
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0109697
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0159954
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0145765
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0234409
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02858
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0109697
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0161309
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02100 YUPON
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077006
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://WWW.BAKERPTO.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFERSON SANTOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07135255292
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ella J Baker Montessori PTO
ReturnHeader/Filer/BusinessNameControlTxt0ELLA
ReturnHeader/Filer/EIN0272943958
ReturnHeader/Filer/InCareOfNm0% JEFERSON SANTOS
ReturnHeader/Filer/PhoneNum02817888854
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 YUPON
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077006
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453084042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIEGO A BELLO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06333 CRAB ORCHARD RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077057
ReturnHeader/PreparerPersonGrp/PhoneNum07139311809
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIEGO BELLO
ReturnHeader/ReturnTs02025-12-23T18:55:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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