Civic Intelligence

PTA Texas Congress 5124 Oak Forest Elementary

990 • Fiscal year 2024 • EIN 74-6086238

Jun 01, 2023 to May 31, 2024 • Filed on Jul 30, 2024

Organization ProfileWWW.OAKFORESTPTA.COM
1401 West 43rd StreetHouston, TX 77018-4106

(713) 613-2536

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$274,571

Down $52,120 (-16%) from 2023

Net Assets

Down

$274,571

Down $52,120 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Up

$621,836

Up $64,161 (+12%) from 2023

Expenses

Up

$672,592

Up $90,956 (+16%) from 2023

Net Income

Down

-$50,756

Down $26,795 (-112%) from 2023

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $32,205Liabilities 2012: $0Net Assets 2012: $32,2052012Assets 2013: $51,176Liabilities 2013: $0Net Assets 2013: $51,1762013Assets 2014: $59,336Liabilities 2014: $0Net Assets 2014: $59,3362014Assets 2015: $139,065Liabilities 2015: $0Net Assets 2015: $139,0652015Assets 2016: $204,526Liabilities 2016: $0Net Assets 2016: $204,5262016Assets 2017: $224,998Liabilities 2017: $0Net Assets 2017: $224,9982017Assets 2018: $271,340Liabilities 2018: $0Net Assets 2018: $271,3402018Assets 2019: $269,542Liabilities 2019: $0Net Assets 2019: $269,5422019Assets 2020: $268,548Liabilities 2020: $0Net Assets 2020: $268,5482020Assets 2021: $283,503Liabilities 2021: $0Net Assets 2021: $283,5032021Assets 2022: $345,998Liabilities 2022: $0Net Assets 2022: $345,9982022Assets 2023: $326,691Liabilities 2023: $0Net Assets 2023: $326,6912023Assets 2024: $274,571Liabilities 2024: $0Net Assets 2024: $274,5712024Assets 2024: $317,248Liabilities 2024: $2,954Net Assets 2024: $314,2942024Assets 2025: $489,222Liabilities 2025: $6,475Net Assets 2025: $482,7472025

Highlighted filing

2024

Assets$274,571
Liabilities$0
Net Assets$274,571
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $93,731Expenses 2012: $85,695Net Income 2012: $8,0362012Revenue 2013: $103,288Expenses 2013: $84,317Net Income 2013: $18,9712013Revenue 2014: $149,301Expenses 2014: $141,141Net Income 2014: $8,1602014Revenue 2015: $161,852Expenses 2015: $82,123Net Income 2015: $79,7292015Revenue 2016: $257,827Expenses 2016: $192,366Net Income 2016: $65,4612016Revenue 2017: $282,688Expenses 2017: $262,216Net Income 2017: $20,4722017Revenue 2018: $335,844Expenses 2018: $289,502Net Income 2018: $46,3422018Revenue 2019: $364,755Expenses 2019: $366,553Net Income 2019: -$1,7982019Revenue 2020: $397,428Expenses 2020: $398,422Net Income 2020: -$9942020Revenue 2021: $288,744Expenses 2021: $273,789Net Income 2021: $14,9552021Revenue 2022: $468,116Expenses 2022: $405,621Net Income 2022: $62,4952022Revenue 2023: $557,675Expenses 2023: $581,636Net Income 2023: -$23,9612023Revenue 2024: $621,836Expenses 2024: $672,592Net Income 2024: -$50,7562024Revenue 2024: $622,006Expenses 2024: $637,976Net Income 2024: -$15,9702024Revenue 2025: $782,996Expenses 2025: $611,589Net Income 2025: $171,4072025

Highlighted filing

2024

Revenue$621,836
Expenses$672,592
Net Income-$50,756
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jul 30, 2024
Return Version
2023v5.1
Gross Receipts
$714,923
Mission and Program Overview

Mission

To provide educational support to the children of oak forest elementary school

To provide educational support to the children of oak forest elementary

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$326,691$274,571▼ $52,120
Total Assets$326,691$274,571▼ $52,120
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$326,691$274,571▼ $52,120
Total Net Assets Fund Balance$326,691$274,571▼ $52,120
Total Liabilities and Net Assets / Fund Balance$326,691$274,571▼ $52,120
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lauren MorehanPresident
Jennifer ThompsonPresidentelect
Emily Olaloko1st Vice President
Zuylen Handler2nd Vice President
Francesca Gibbins3rd Vice President
Shannon GiordanoParlimentarian
Cameron B MarkeloffSecretary
Courtney B RuppTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$108,239
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$513,597
All Other Contributions
$92,286
Change in Net Assets
$-50,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$633,554
Total Fundraising Expense$78,076
Professional Fundraising Fees$39,038
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$158,973--$158,973
Advertising--$39,038$39,038
Fees for Services Professional Fundraising--$39,038$39,038
Information Technology-$4,609-$4,609
Office Expenses-$2,734-$2,734
Conferences and Meetings-$2,648-$2,648
Insurance-$1,186-$1,186
Total Functional Expenses$583,339$11,177$78,076$672,592
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$600,764
Fundraising Direct Expenses$93,087
Professional Fundraising Fees$39,038
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“As required by Texas PTA, following the financial reconciliation”

Part VI Line 11B

“the form 990 is prepared and reviewed by the outgoing treasurer.”

Part VI Line 19

“Governing documents including bylaws and standing rules are”

Part VI Line 19

“on the website and financial statement are provided at meeting.”

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress 5124 Oak Forest Elementary
EIN
74-6086238
In Care Of
% Courtney B Rupp
Phone
7136132536
Address
1401 WEST 43RD STREET, HOUSTON, TX 77018-4106

Signing Officer

Name
Courtney B Rupp
Title
Treasurer
Phone
7135025175
Signed
2024-07-30

Organization Details

Principal Officer
Jennifer Thompson
Formed
1965
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1the form 990 is prepared and reviewed by the outgoing treasurer.
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ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$274,571
Liabilities
$0
Net assets
$274,571
Revenue
$621,836
Expenses
$672,592
Net income
-$50,756
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.89$0.06$4.83$7.83$6.12$1.71
2024Detailed filing. Detailed filing data is available for this year.$3.17$0.03$3.14$6.22$6.38$0.16
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$6.22$6.73$0.51
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$5.58$5.82$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$4.68$4.06$0.62
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$2.89$2.74$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$3.97$3.98$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$3.65$3.67$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$3.36$2.90$0.46
2017Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$2.83$2.62$0.20
2016Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$2.58$1.92$0.65
2015Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$1.62$0.82$0.80
2014Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$1.49$1.41$0.08
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$1.03$0.84$0.19
2012Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$0.94$0.86$0.08