Civic Intelligence

PTA Texas Congress

EIN 46-2866321 • 501(c)3 • San Antonio, TX

Profile

As a PTA under the Texas and National PTA umbrella our purpose is to make every childs potential a reality by strengthening education and taking a comprehensive approach to community success as well as linking families to important school and community information

9855 Swayback RnchSan Antonio, TX 78254-6278
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

83rd percentile

33%

Higher net margin than 83% 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

96th percentile

279%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$29,140

Up $21,448 (+279%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$29,140

Up $21,448 (+279%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin83rd percentile

Revenue

Up

$64,079

Up $7,370 (+13%) from 2024

Expenses

Down

$42,836

Down $24,724 (-37%) from 2024

Net Income

Up

$21,243

Up $32,094 (+296%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$30K$20K$10K$0Assets 2023: $18,379Liabilities 2023: $0Net Assets 2023: $18,3792023Assets 2024: $7,692Liabilities 2024: $0Net Assets 2024: $7,6922024Assets 2025: $29,140Liabilities 2025: $0Net Assets 2025: $29,1402025

Highlighted filing

2025

Assets$29,140
Liabilities$0
Net Assets$29,140
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2023: $67,771Expenses 2023: $49,392Net Income 2023: $18,3792023Revenue 2024: $56,709Expenses 2024: $67,560Net Income 2024: -$10,8512024Revenue 2025: $64,079Expenses 2025: $42,836Net Income 2025: $21,2432025

Highlighted filing

2025

Revenue$64,079
Expenses$42,836
Net Income$21,243
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,140
Liabilities
$0
Net assets
$29,140
Revenue
$64,079
Expenses
$42,836
Net income
$21,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$64.1$42.8$21.2
2024Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$56.7$67.6$10.9
2023Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$67.8$49.4$18.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 1, 2025
Return Version
2024v5.1
Gross Receipts
$76,321
Mission and Program Overview

Mission

As a PTA under the Texas and National PTA umbrella our purpose is to make every childs potential a reality by strengthening education and taking a comprehensive approach to community success as well as linking families to important school and community information

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

Program Services

DescriptionGrantsExpenses
The PTA organized the school fundraiser. The funds raised were used to support school activities and provide materials for classroom use to benefit all children. 53 requests from staff with documented use cases were approved providing support to classroom teachers, counselors, office staff and librarians.-$16,713
As it is their last year in middle school, 8th grade students are rewarded with a field day and 8th grade dance to celebrate their accomplishments.-$8,578
Teacher and staff appreciation events-$6,580
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashlee PiepgrassPresidentPT$0--
Raquel MungiaVice President - MembershipPT$0--
Monica SheltonVice President - TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Dr John M Folks Middle School Pta
EIN
46-2866321
Address
9855 SWAYBACK RNCH, SAN ANTONIO, TX 78254-6278

Signing Officer

Name
Monica Shelton
Title
Vice President - Treasurer
Signed
2025-08-01
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 16

“AIM Insurance -$465”

990-EZ, Part I, Line 16

“Office Supplies - ink cartridges and supplies for printing $125.78”

990-EZ, Part I, Line 16

“President Funds used for domain registration, Founder's Day tickets, Amazon membership $231”

990-EZ, Part I, Line 16

“Bank Charges at IBC $45.30 and Bank Checks for 2025 $232.18 and Square Fees $188.28”

990-EZ, Part I, Line 16

“Taxes $137.99”

Raw XML Appendix192 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Monica Shelton
IRS990EZ/BooksInCareOfDetail/PhoneNum02104212681
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013202 Sumara Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0782546326
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07897
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029140
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt067304
IRS990EZ/CostOfGoodsSoldAmt02995
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021243
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0260
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07897
IRS990EZ/Form990TotalAssetsGrp/EOYAmt029140
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041151
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-242
IRS990EZ/GrossReceiptsAmt076321
IRS990EZ/GrossSalesOfInventoryAmt02753
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06198
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07897
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029140
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07897
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029140
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ashlee Piepgrass
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Raquel Mungia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Monica Shelton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President - Membership
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President - Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01425
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To make every child's potential a reality by engaging and empowering families and communities to advocate for all children.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA organized the school fundraiser. The funds raised were used to support school activities and provide materials for classroom use to benefit all children. 53 requests from staff with documented use cases were approved providing support to classroom teachers, counselors, office staff and librarians.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1As it is their last year in middle school, 8th grade students are rewarded with a field day and 8th grade dance to celebrate their accomplishments.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Teacher and staff appreciation events
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016713
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18578
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26580
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09181
IRS990EZ/SpecialEventsNetIncomeLossAmt0-9181
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt042836
IRS990EZ/TotalProgramServiceExpensesAmt031871
IRS990EZ/TotalRevenueAmt064079
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06524
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02698
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt067244
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt067244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt076466
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076466
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt076466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt076466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AIM Insurance -$465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Supplies - ink cartridges and supplies for printing $125.78
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2President Funds used for domain registration, Founder's Day tickets, Amazon membership $231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Charges at IBC $45.30 and Bank Checks for 2025 $232.18 and Square Fees $188.28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Taxes $137.99
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Monica Shelton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President - Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR JOHN M FOLKS MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0DRJO
ReturnHeader/Filer/EIN0462866321
ReturnHeader/Filer/USAddress/AddressLine1Txt09855 SWAYBACK RNCH
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0782546278
ReturnHeader/ReturnTs02025-08-01T01:41:40Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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