Civic Intelligence

Energy Institute High School PTO

EIN 47-2000023 • 501(c)3 • Houston, TX

Profile

Support of energy institute high school educational pursuits.

3501 Southmore BlvdHouston, TX 77004

n/A

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

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

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 2024

Asset Growth

21st percentile

-44%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

78th percentile

32%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$173,080

Down $137,515 (-44%) from 2023

Liabilities

Down

$32

Down $97,069 (-100%) from 2023

Net Assets

Down

$173,048

Down $40,446 (-19%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin83rd percentile

Revenue

Up

$81,670

Up $19,822 (+32%) from 2023

Expenses

Up

$54,314

Up $13,955 (+35%) from 2023

Net Income

Up

$27,356

Up $5,867 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$400K$300K$200K$100K$0Assets 2018: $80,845Liabilities 2018: $72,5262018Assets 2019: $127,683Liabilities 2019: $126,226Net Assets 2019: $1,4572019Assets 2020: $132,559Liabilities 2020: $129,0672020Assets 2021: $197,615Liabilities 2021: $193,752Net Assets 2021: $3,8632021Assets 2022: $179,951Liabilities 2022: $142,597Net Assets 2022: $37,3542022Assets 2023: $310,595Liabilities 2023: $97,101Net Assets 2023: $213,4942023Assets 2024: $173,080Liabilities 2024: $32Net Assets 2024: $173,0482024

Highlighted filing

2024

Assets$173,080
Liabilities$32
Net Assets$173,048
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$100K$50K$0-$50KRevenue 2018: $43,137Expenses 2018: $43,137Net Income 2018: $02018Revenue 2019: $74,270Expenses 2019: $81,132Net Income 2019: -$6,8622019Revenue 2020: $33,044Expenses 2020: $31,009Net Income 2020: $2,0352020Revenue 2021: $24,860Expenses 2021: $24,489Net Income 2021: $3712021Revenue 2022: $49,113Expenses 2022: $25,708Net Income 2022: $23,4052022Revenue 2023: $61,848Expenses 2023: $40,359Net Income 2023: $21,4892023Revenue 2024: $81,670Expenses 2024: $54,314Net Income 2024: $27,3562024

Highlighted filing

2024

Revenue$81,670
Expenses$54,314
Net Income$27,356
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,080
Liabilities
$32
Net assets
$173,048
Revenue
$81,670
Expenses
$54,314
Net income
$27,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.82$0.54$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.97$2.13$0.62$0.40$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.80$1.43$0.37$0.49$0.26$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.98$1.94$0.04$0.25$0.24$0.00
2020Summary only. Only limited summary data is available for this year.$1.33$1.29$0.33$0.31$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.28$1.26$0.01$0.74$0.81$0.07
2018Summary only. Only limited summary data is available for this year.$0.81$0.73$0.43$0.43$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 16, 2025
Return Version
2023v6.0
Gross Receipts
$83,991
Mission and Program Overview

Mission

Support of energy institute high school educational pursuits

Support of energy institute high school educational pursuits.

Program Services

DescriptionGrantsExpenses
PROVIDING UNIFORMS, SUPPLIES, EDUCATION MATERIALS AND TEACHER SUPPORT TO ENHANCE THE EDUCATIONAL ENVIRONMENT.-$8,763
GRANTS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK LONGPresident-$0--
SANDY DOSecretary-$0--
JENNIFER PALERMOTreasurer-$0--
ANGELA RYDENParliamentar-$0--
HEATHER PETERSONPresident El-$0--
PARUL MEDIWALACommunicatio-$0--
ELISABETH YODERFundraising-$0--
ANDREA SIMONFundraising-$0--
KATI DAVISHospitality-$0--
JENNIFER MATSUHospitality-$0--
MARGARITA MORENOMembership-$0--
CAROLINE LONGSocial Media-$0--
RACHEL CARLETONSpirit Store-$0--
SARAH LEVITLunch Sales-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$22,501$22,501-$22,501
Total Events$22,501$22,501-$22,501
Filing and Contact Details

Filer

Filer Name
Energy Institute High School Pto
EIN
47-2000023
Phone
7138024620
Address
3501 SOUTHMORE BLVD, HOUSTON, TX 77004

Signing Officer

Name
Patrick Long
Title
President
Phone
7138024620
Signed
2025-04-16

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 recruiting expenses 197 cohort expenditures 6,432 fees 20 transportation 7,945 fund expenses 280 hospitality 4,517 pto infrastruture 5,257 food 26,112 math and elective expense 2,331 total 53,091”

Form 990-ez, Part I, Line 20

“LIABILITIES -67,802”

Form 990-ez, Part II, Line 24

“Yard signs, decals, magnets 592 0 notebooks 0 0 uniforms 7,067 0 other 20 897 total 7,679 897”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 32 32 club funds 9,968 0 grant allocation funds 87,101 0 school funds 0 0 p.e. Shirt fund 0 0 other 0 0”

Form 990-ez, Part III, Line 31

“GRANTS”

Raw XML Appendix186 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/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDY DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER PALERMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA RYDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PARUL MEDIWALA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANDREA SIMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATI DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JENNIFER MATSU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARGARITA MORENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CAROLINE LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12RACHEL CARLETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13SARAH LEVIT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COMMUNICATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SOCIAL MEDIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12SPIRIT STORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13LUNCH SALES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07679
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IRS990EZ/OtherChangesInNetAssetsAmt0-67802
IRS990EZ/OtherExpensesTotalAmt053091
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT OF ENERGY INSTITUTE HIGH SCHOOL EDUCATIONAL PURSUITS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING UNIFORMS, SUPPLIES, EDUCATION MATERIALS AND TEACHER SUPPORT TO ENHANCE THE EDUCATIONAL ENVIRONMENT.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08763
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017736
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016509
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0122060
IRS990ScheduleA/TotalSupportAmt0122060
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022501
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022501
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES RECRUITING EXPENSES 197 COHORT EXPENDITURES 6,432 FEES 20 TRANSPORTATION 7,945 FUND EXPENSES 280 HOSPITALITY 4,517 PTO INFRASTRUTURE 5,257 FOOD 26,112 MATH AND ELECTIVE EXPENSE 2,331 TOTAL 53,091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LIABILITIES -67,802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YARD SIGNS, DECALS, MAGNETS 592 0 NOTEBOOKS 0 0 UNIFORMS 7,067 0 OTHER 20 897 TOTAL 7,679 897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 32 32 CLUB FUNDS 9,968 0 GRANT ALLOCATION FUNDS 87,101 0 SCHOOL FUNDS 0 0 P.E. SHIRT FUND 0 0 OTHER 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK LONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07138024620
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENERGY INSTITUTE HIGH SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0ENER
ReturnHeader/Filer/EIN0472000023
ReturnHeader/Filer/PhoneNum07138024620
ReturnHeader/Filer/USAddress/AddressLine1Txt03501 SOUTHMORE BLVD
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077004
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844221470
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077043
ReturnHeader/PreparerPersonGrp/PhoneNum02814966152
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH BEISEL CPA
ReturnHeader/ReturnTs02025-04-24T09:28:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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