Civic Intelligence

PTA Texas Congress - Mwe

990 • Fiscal year 2023 • EIN 74-6086229

Jun 01, 2022 to May 31, 2023 • Filed on Aug 28, 2023

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

86th percentile

45%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-12%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$666,920

Up $208,146 (+45%) from 2022

Net Assets

Up

$666,920

Up $208,146 (+45%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$324,017

Down $45,664 (-12%) from 2022

Expenses

Up

$116,232

Up $33,750 (+41%) from 2022

Net Income

Down

$207,785

Down $79,414 (-28%) from 2022

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

2023

Assets$666,920
Liabilities$0
Net Assets$666,920

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

2023

Revenue$324,017
Expenses$116,232
Net Income$207,785
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Aug 28, 2023
Return Version
2022v5.0
Gross Receipts
$412,323
Mission and Program Overview

Mission

Elemen school PTA supporting educ & dev

Elementary school PTA supporting education and development of students

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$458,774$666,920▲ $208,146
Cash and Non-Interest-Bearing Accounts-$241,972-
Savings and Temporary Cash Investments$458,774$224,948▼ $233,826
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$458,774$666,920▲ $208,146
Other Assets Total$0$200,000▲ $200,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$458,774$666,920▲ $208,146
Total Liabilities and Net Assets / Fund Balance$458,774$666,920▲ $208,146

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$200,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lindsey O'ConnorPresident
Heather AttawayCommunity Relations
Tracie GallimoreMembership
Heather CraigParliamentarian
Nicole KnutsenSecretary
Amanda GriffinTreasurer
Lora ShookVP MTK Managment
Kellie NorthingtonVP Programs
Katie MayeauxVP Ways & Means
Revenue and Support

Revenue Composition

Contributions and Grants
$93,803
Program Service Revenue
$0
Investment Income
$993
Other Revenue
$229,221
All Other Contributions
$42,165
Change in Net Assets
$207,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,232
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$9,428-$9,428
Payments to Affiliates-$1,883-$1,883
Fees for Services Accounting-$1,000-$1,000
Grants to Domestic Orgs$1,000--$1,000
Insurance-$425-$425
Other Expenses$101,898$50-$50
Total Functional Expenses$102,898$13,334$0$116,232
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$276,274
Fundraising Direct Expenses$56,749
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$221,642$221,642$10,580$211,062
Carnival$34,911$33,991$8,232$25,759
Total Events$267,875$266,955$55,201$211,754
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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

Form 990, Part VI, Section A, line 6

Membership is open without discrimination to anyone who believes in and supports the mission and purposes of National PTA and Texas PTA. Members must pay dues for the current membership year.

Form 990, Part VI, Section B, line 11B

The PTA's annual Form 990 and supporting documents are reviewed by the Treasurer.

Form 990, Part VI, Section C, 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
Phone
7132516200
Address
14230 Memorial Dr, Houston, TX 77079

Signing Officer

Name
Amanda Griffin
Title
Treasurer
Phone
7132516200
Signed
2023-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Griffin
Formed
1964
Legal Domicile
TX
Voting Board Members
447
Independent Board Members
447
Employees
0
Volunteers
200

Preparer

Firm
Brandi Lucher CPA LLC
Address
77 Sugar Creek Center Blvd Ste 600, Sugar Land, TX 77478-3688
Phone
7134894100
Supplemental Narrative

Additional Explanations

Form 990, Part V, 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.

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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/PublicSupportTotal509Amt01370530
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0411329
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0480711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0114808
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0134548
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0229134
IRS990ScheduleA/Total509Grp/TotalAmt01370530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0412322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0480719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0114813
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0134563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0229165
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01371582
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0200000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0200000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Funds held at Spring Branch Education Foundation
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0200000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0920
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0920
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt055201
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06799
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01002
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0221642
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034911
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011322
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0267875
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0221642
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt033991
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011322
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0266955
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0211754
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt018140
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01966
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt020106
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03482
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022294
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010580
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08232
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Any changes to the operating budget must be voted on and approved by a majority of the members present at the association meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Membership is open without discrimination to anyone who believes in and supports the mission and purposes of National PTA and Texas PTA. Members must pay dues for the current membership year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The PTA's annual Form 990 and supporting documents are reviewed by the Treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Line 7b:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0458774
IRS990/TotalAssetsEOYAmt0666920
IRS990/TotalAssetsGrp/BOYAmt0458774
IRS990/TotalAssetsGrp/EOYAmt0666920
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt093803
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013334
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0102898
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116232
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0458774
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0666920
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt07183
IRS990/TotalOtherProgSrvcGrantAmt01000
IRS990/TotalProgramServiceExpensesAmt0102898
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0230214
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0324017
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0458774
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0666920
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014230 Memorial Dr
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077079
IRS990/VotingMembersGoverningBodyCnt0447
IRS990/VotingMembersIndependentCnt0447
IRS990/WebsiteAddressTxt0www.mwepta.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00

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
2023Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$3.24$1.16$2.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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