Civic Intelligence

PTA Texas Congress - Mwe

990 • Fiscal year 2022 • EIN 74-6086229

Jun 01, 2021 to May 31, 2022 • Filed on Aug 03, 2022

14230 Memorial DrHouston, TX 77079

(713) 251-6200

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

167%

Faster asset growth than 95% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

259%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$458,774

Up $287,199 (+167%) from 2021

Net Assets

Up

$458,774

Up $287,199 (+167%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$369,681

Up $266,769 (+259%) from 2021

Expenses

Up

$82,482

Up $42,465 (+106%) from 2021

Net Income

Up

$287,199

Up $224,304 (+357%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $71,530Liabilities 2011: $02011Assets 2012: $80,831Liabilities 2012: $02012Assets 2013: $66,083Liabilities 2013: $02013Assets 2014: $55,017Liabilities 2014: $02014Assets 2015: $39,126Liabilities 2015: $02015Assets 2016: $75,527Liabilities 2016: $02016Assets 2017: $142,597Liabilities 2017: $02017Assets 2018: $151,697Liabilities 2018: $02018Assets 2019: $75,382Liabilities 2019: $0Net Assets 2019: $75,3822019Assets 2020: $108,680Liabilities 2020: $0Net Assets 2020: $108,6802020Assets 2021: $171,575Liabilities 2021: $0Net Assets 2021: $171,5752021Assets 2022: $458,774Liabilities 2022: $0Net Assets 2022: $458,7742022Assets 2023: $666,920Liabilities 2023: $0Net Assets 2023: $666,9202023Assets 2024: $633,864Liabilities 2024: $1,282Net Assets 2024: $632,5822024Assets 2025: $852,802Liabilities 2025: $2,153Net Assets 2025: $850,6492025

Highlighted filing

2022

Assets$458,774
Liabilities$0
Net Assets$458,774

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $86,930Expenses 2011: $53,441Net Income 2011: $33,4892011Revenue 2012: $56,886Expenses 2012: $49,186Net Income 2012: $7,7002012Revenue 2013: $42,184Expenses 2013: $56,937Net Income 2013: -$14,7532013Revenue 2014: $45,510Expenses 2014: $68,794Net Income 2014: -$23,2842014Revenue 2015: $87,354Expenses 2015: $103,377Net Income 2015: -$16,0232015Revenue 2016: $122,795Expenses 2016: $86,394Net Income 2016: $36,4012016Revenue 2017: $142,401Expenses 2017: $75,331Net Income 2017: $67,0702017Revenue 2018: $84,636Expenses 2018: $75,132Net Income 2018: $9,5042018Revenue 2019: $188,286Expenses 2019: $264,601Net Income 2019: -$76,3152019Revenue 2020: $104,751Expenses 2020: $71,453Net Income 2020: $33,2982020Revenue 2021: $102,912Expenses 2021: $40,017Net Income 2021: $62,8952021Revenue 2022: $369,681Expenses 2022: $82,482Net Income 2022: $287,1992022Revenue 2023: $324,017Expenses 2023: $116,232Net Income 2023: $207,7852023Revenue 2024: $224,715Expenses 2024: $259,053Net Income 2024: -$34,3382024Revenue 2025: $492,472Expenses 2025: $274,405Net Income 2025: $218,0672025

Highlighted filing

2022

Revenue$369,681
Expenses$82,482
Net Income$287,199
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Aug 3, 2022
Return Version
2021v4.2
Gross Receipts
$480,719
Mission and Program Overview

Mission

Elemen school PTA supporting educ & dev

Elementary school pta supporting education and development

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$171,575$458,774▲ $287,199
Rtn Earn Endowment Incm Other Fnds$171,575$458,774▲ $287,199
Total Assets$171,575$458,774▲ $287,199
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$171,575$458,774▲ $287,199
Total Liabilities and Net Assets / Fund Balance$171,575$458,774▲ $287,199
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelly WilliamsPresident
Kellie NorthingtonCommunity Relations
Rachel LondonMembership
Heather CraigParliamentarian
Nicole KnutsenSecretary
Lindsey OConorTreasurer
Dinah BrayVP MTK Management
Leah SeewaldVP Programs
Katie MayeauxVP Ways & Means
Revenue and Support

Revenue Composition

Contributions and Grants
$62,429
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$307,244
All Other Contributions
$34,745
Change in Net Assets
$287,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,482
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$4,876-$4,876
Other Expenses$2,963--$2,963
Payments to Affiliates-$2,531-$2,531
Fees for Services Accounting-$950-$950
Insurance-$425-$425
Total Functional Expenses$73,700$8,782$0$82,482
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$378,676
Fundraising Direct Expenses$92,028
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$317,124$317,124$82,342$234,782
Carnival$32,371$32,371$7,831$24,540
Total Events$354,775$354,775$91,483$263,292
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

Members or stockholder classes and rights Part VI line 6

Membership in pta shall be open without discrimination to anyone who believes in and supports the mission and purposes of national pta and texas pta. The members of this local pta shall be the individual members who have paid dues for the current membership year.

Member election for additional members Part VI line 7A

The officer candidates of this pta are selected by a nominating committee that is formed by plurality vote at a regular association meeting prior to the election meeting. Officers are elected by ballot.

Governing body decisions Part VI line 7B

Any changes to the operating budget must be voted on and approved by a majority of the members present at the association meetings.

Form 990 governing body review Part VI line 11

The ptas annual form 990 & supporting documents are reviewed by the treasurer and a pta member that is a cpa prior to being filed.

Conflict of interest policy compliance Part VI line 12C

Included among the duties of the executive board is the duty to adopt the texas pta local pta/ptsa ethics/conflict of interest policy annually. Disclosure by a board member of any potential or actual conflict of interest is required by the standard of good faith and for the benefit of the pta and protection of each individual. The policies are maintained by the secretary.

Governing documents etc available to public Part VI line 19

Governing documents are made available to the public upon request

Filing and Contact Details

Filer

Filer Name
PTA Texas Congress - MWE
EIN
74-6086229
Address
14230 Memorial Dr, Houston, TX 77079

Signing Officer

Name
Lindsey OConor
Title
Treasurer
Phone
8328162874
Signed
2022-08-03
Discuss with paid preparer
Yes

Organization Details

Formed
1964
Legal Domicile
TX
Voting Board Members
175
Independent Board Members
175
Employees
0
Volunteers
175

Preparer

Firm
Brandi Lucher CPA LLC
Address
77 Sugar Creek Center Blvd Ste 600, Sugar Land, TX 77478
Preparer
Brandi Lucher
Phone
7134894100
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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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IRS990ScheduleA/Total509Grp/TotalAmt01087971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0480719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0114813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0134563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0229165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0128799
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01088059
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032371
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0317124
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05280
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032371
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0263292
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01310
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt090173
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07831
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt082342
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IN PTA SHALL BE OPEN WITHOUT DISCRIMINATION TO ANYONE WHO BELIEVES IN AND SUPPORTS THE MISSION AND PURPOSES OF NATIONAL PTA AND TEXAS PTA. THE MEMBERS OF THIS LOCAL PTA SHALL BE THE INDIVIDUAL MEMBERS WHO HAVE PAID DUES FOR THE CURRENT MEMBERSHIP YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICER CANDIDATES OF THIS PTA ARE SELECTED BY A NOMINATING COMMITTEE THAT IS FORMED BY PLURALITY VOTE AT A REGULAR ASSOCIATION MEETING PRIOR TO THE ELECTION MEETING. OFFICERS ARE ELECTED BY BALLOT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CHANGES TO THE OPERATING BUDGET MUST BE VOTED ON AND APPROVED BY A MAJORITY OF THE MEMBERS PRESENT AT THE ASSOCIATION MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PTAS ANNUAL FORM 990 & SUPPORTING DOCUMENTS ARE REVIEWED BY THE TREASURER AND A PTA MEMBER THAT IS A CPA PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INCLUDED AMONG THE DUTIES OF THE EXECUTIVE BOARD IS THE DUTY TO ADOPT THE TEXAS PTA LOCAL PTA/PTSA ETHICS/CONFLICT OF INTEREST POLICY ANNUALLY. DISCLOSURE BY A BOARD MEMBER OF ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST IS REQUIRED BY THE STANDARD OF GOOD FAITH AND FOR THE BENEFIT OF THE PTA AND PROTECTION OF EACH INDIVIDUAL. THE POLICIES ARE MAINTAINED BY THE SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST
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/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08782
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt073700
IRS990/TotalFunctionalExpensesGrp/TotalAmt082482
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0171575
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0458774
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt04215
IRS990/TotalProgramServiceExpensesAmt073700
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0307252
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0369681
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0175
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0171575
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0458774
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/VotingMembersGoverningBodyCnt0175
IRS990/VotingMembersIndependentCnt0175
IRS990/WebsiteAddressTxt0www.meadowwoodpta.membershiptoolkit.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsey OConor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08328162874
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress - MWE
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746086229
ReturnHeader/Filer/USAddress/AddressLine1Txt014230 Memorial Dr
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077079
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272082023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brandi Lucher CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 Sugar Creek Center Blvd Ste 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sugar Land
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077478
ReturnHeader/PreparerPersonGrp/PhoneNum07134894100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brandi Lucher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-03T16:08:04-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lindsey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OConor
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.53$0.02$8.51$4.92$2.74$2.18
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.01$6.33$2.25$2.59$0.34
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.67$0.00$6.67$3.24$1.16$2.08
2022Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$3.70$0.82$2.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$1.03$0.40$0.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$1.05$0.71$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$1.88$2.65$0.76
2018Summary only. Only limited summary data is available for this year.$1.52$0.00$0.85$0.75$0.10
2017Summary only. Only limited summary data is available for this year.$1.43$0.00$1.42$0.75$0.67
2016Summary only. Only limited summary data is available for this year.$0.76$0.00$1.23$0.86$0.36
2015Summary only. Only limited summary data is available for this year.$0.39$0.00$0.87$1.03$0.16
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.46$0.69$0.23
2013Summary only. Only limited summary data is available for this year.$0.66$0.00$0.42$0.57$0.15
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.57$0.49$0.08
2011Summary only. Only limited summary data is available for this year.$0.72$0.00$0.87$0.53$0.33