Civic Intelligence

PTA Texas Congress 4892

EIN 74-6086204 • 501(c)3 • Houston, TX

Profile

To make every childs potential a reality by engaging and empowering families and communities to advocate for all children

503 W 21st StHouston, TX 77008

helmspta.org

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$2,036

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

90th percentile

62%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

32%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$187,995

Up $72,222 (+62%) from 2024

Liabilities

Down

$267

Down $458 (-63%) from 2024

Net Assets

Up

$187,728

Up $72,680 (+63%) from 2024

Revenue

Up

$528,096

Up $128,769 (+32%) from 2024

Expenses

Up

$442,873

Up $104,022 (+31%) from 2024

Net Income

Up

$85,223

Up $24,747 (+41%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $32,540Liabilities 2012: $02012Assets 2022: $54,019Liabilities 2022: $0Net Assets 2022: $54,0192022Assets 2023: $67,189Liabilities 2023: $209Net Assets 2023: $66,9802023Assets 2024: $115,773Liabilities 2024: $725Net Assets 2024: $115,0482024Assets 2025: $187,995Liabilities 2025: $267Net Assets 2025: $187,7282025

Highlighted filing

2025

Assets$187,995
Liabilities$267
Net Assets$187,728

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $72,151Expenses 2012: $74,991Net Income 2012: -$2,8402012Revenue 2022: $64,558Expenses 2022: $71,866Net Income 2022: -$7,3082022Revenue 2023: $275,956Expenses 2023: $264,787Net Income 2023: $11,1692023Revenue 2024: $399,327Expenses 2024: $338,851Net Income 2024: $60,4762024Revenue 2025: $528,096Expenses 2025: $442,873Net Income 2025: $85,2232025

Highlighted filing

2025

Revenue$528,096
Expenses$442,873
Net Income$85,223

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 16, 2025
Return Version
2024v5.2
Gross Receipts
$615,146
Mission and Program Overview

Mission

Support the Helms Elementary school community

To make every childs potential a reality by engaging and empowering families and communities to advocate for all children

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$115,773$187,995▲ $72,222
Rtn Earn Endowment Incm Other Fnds$115,048$187,728▲ $72,680
Total Assets$115,773$187,995▲ $72,222
Liabilities
Accounts Payable and Accrued Expenses$725$267▼ $458
Total Liabilities$725$267▼ $458
Net Assets / Fund Balance
Total Net Assets Fund Balance$115,048$187,728▲ $72,680
Total Liabilities and Net Assets / Fund Balance$115,773$187,995▲ $72,222
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Santa Monica MendozaTeacher RepresentativePT$2,036$2,036

Board Members and Trustees

NameTitle
Maggie StrobelPresident
Nicole Furhmann1st Vice President - Programs
Mandi Wilder2nd Vice President - Membership
Stephanie Pretorius3rd Vice President - Fundraising
Kristi P Bedford4th Vice President - Communications
Carra Moroni5th Vice President - Outdoor Spaces
Linda PecheHistorian
Laura PlayerParent Representative
Jaqui VelasquezParlimentarian
Cat KrobathSecretary
Bettye HobbsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,289
Program Service Revenue
$316,001
Investment Income
$0
Other Revenue
$119,806
All Other Contributions
$71,223
Change in Net Assets
$85,223

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table130$48,377Retail
Clothing and Household Goods-$2,522Retail
Other Non Cash Contri Table6$548Retail
Total Noncash Contributions136$51,447-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,523
Salaries, Compensation, and Employee Benefits$205,350
Total Fundraising Expense$9,981
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$190,994--$190,994
Other Expenses$45,153--$45,153
All Other Expenses$42,030$1,689-$43,719
Office Expenses$7,821-$9,981$17,802
Payroll Taxes$14,356--$14,356
Fees for Services Accounting$2,843$1,980-$4,823
Information Technology-$999-$999
Insurance-$620-$620
Total Functional Expenses$427,604$5,288$9,981$442,873
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$190,504
Fundraising Direct Expenses$75,471
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$241,901$241,901$13,398$228,503
Wish Wall$12,681$12,681$10,626$2,055
Total Events$254,582$254,582$75,471$179,111
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

Committees do not have authority to act oh behalf of the governing body.

Form 990 governing body review Part VI line 11

No review will be conducted.

Governing documents etc available to public Part VI line 19

Financial statements are emailed to the membership monthly. Governing documents and tax filings are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress 4892
EIN
74-6086204
In Care Of
% CARRA MORONI
Phone
7138675130
Address
503 W 21ST ST, HOUSTON, TX 77008
Doing Business As
James F Helms Elementary Schoo

Signing Officer

Name
Carra Moroni
Title
President
Phone
7138675130
Signed
2025-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carra Moroni
Formed
2008
Legal Domicile
TX
Voting Board Members
10
Independent Board Members
10
Employees
35
Volunteers
50

Preparer

Firm
Purple Sapphire Business Solutions
Address
1210 S Kalispell Way, Aurora, CO 80017
Preparer
Kirstin Reeder
Phone
7202303993
Supplemental Narrative

Additional Explanations

Significant program services not listed on prior year return Part III line 2

The after school program was new for the 2022-2023 school year and was not listed on the 2021-2022 form 990ez.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TEACHER REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PARENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt2HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VICE PRESIDENT - MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt65TH VICE PRESIDENT - OUTDOOR SPACES
IRS990/Form990PartVIISectionAGrp/TitleTxt71ST VICE PRESIDENT - PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt93RD VICE PRESIDENT - FUNDRAISING
IRS990/Form990PartVIISectionAGrp/TitleTxt104TH VICE PRESIDENT - COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt11PARLIMENTARIAN
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IRS990/ProgSrvcAccomActy2Grp/Desc0HELMS ELEMENTARY PTA SERVES THE ENTIRE SCHOOL COMMUNITY OF OVER 485 STUDENTS AND THEIR FAMILIES. OUR MEMBERSHIP ROLLS INCLUDE 202 INDIVIDUALS, APPROXIMATELY 60 OF WHICH REGULARLY ATTEND MONTHLY MEETINGS AND PROVIDE FEEDBACK AND ACCOUNTABILITY TO THE ORGANIZATION. IN ADDITION, HELMS ELEMENTARY PTA PROVIDES COMMUNITY EVENTS THAT ENCOURAGE FAMILIES TO BE INVOLVED IN AND AROUND THE SCHOOL, BUILDING RELATIONSHIPS THAT RESULT IN BETTER ACADEMIC OUTCOMES. WE ENCOURAGE ADVOCACY AT THE LOCAL AND STATE LEVEL TO IMPROVE AND PROTECT PUBLIC EDUCATION AND THE IMMERSION DUAL-LANGUAGE MODEL EDUCATION CURRENTLY AND SUCCESSFULLY IMPLEMENTED AT HELMS ELEMENTARY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0HELMS ELEMENTARY PTA SERVES THE ENTIRE SCHOOL COMMUNITY OF 62 TEACHERS AND STAFF MEMBERS, AS WELL AS THEIR FAMILIES. EXAMPLES OF TEACHER SUPPORT INCLUDE STAFF APPRECIATION, STAFF HOSPITALITY, AND TEACHER WISH LISTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt038146
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt064131
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0203099
IRS990/PYOtherRevenueAmt0130741
IRS990/PYProgramServiceRevenueAmt0204455
IRS990/PYRevenuesLessExpensesAmt060476
IRS990/PYSalariesCompEmpBnftPaidAmt0135752
IRS990/PYTotalExpensesAmt0338851
IRS990/PYTotalRevenueAmt0399327
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt085223
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0301296
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0115048
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0187728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt092289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0307734
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0262367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0194455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0285848
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010541
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0758032
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0354656
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0246781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0304888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt084396
IRS990ScheduleA/Total509Grp/TotalAmt01065766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0354656
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0246781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0304888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084396
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01065766
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt075471
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WISH WALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0241901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0254582
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0241901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0254582
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0179111
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt051447
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt051447
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024024
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013398
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010626
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/MethodOfDeterminingRevenuesTxt0RETAIL
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt02522
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt0130
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt16
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0GIFT CERTIFICATE
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1GIFT BASKET
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0RETAIL
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1RETAIL
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt048377
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt1548
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMITTEES DO NOT HAVE AUTHORITY TO ACT OH BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS ARE EMAILED TO THE MEMBERSHIP MONTHLY. GOVERNING DOCUMENTS AND TAX FILINGS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AFTER SCHOOL PROGRAM WAS NEW FOR THE 2022-2023 SCHOOL YEAR AND WAS NOT LISTED ON THE 2021-2022 FORM 990EZ.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Significant program services not listed on prior year return Part III line 2
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0115773
IRS990/TotalAssetsEOYAmt0187995
IRS990/TotalAssetsGrp/BOYAmt0115773
IRS990/TotalAssetsGrp/EOYAmt0187995
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt092289
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09981
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05288
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0427604
IRS990/TotalFunctionalExpensesGrp/TotalAmt0442873
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0725
IRS990/TotalLiabilitiesEOYAmt0267
IRS990/TotalLiabilitiesGrp/BOYAmt0725
IRS990/TotalLiabilitiesGrp/EOYAmt0267

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