Civic Intelligence

PTA Texas Congress 5124 Oak Forest Elementary

EIN 74-6086238 • 501(c)3 • Houston, TX

Profile

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

1401 West 43rd StreetHouston, TX 77018

www.oakforestpta.com

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

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

Liabilities / Revenue

44th percentile

0.01x

Higher debt load relative to revenue than 44% of similar nonprofits.

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

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

89th percentile

54%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

72nd percentile

26%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$489,222

Up $171,974 (+54%) from 2024

Liabilities

Up

$6,475

Up $3,521 (+119%) from 2024

Net Assets

Up

$482,747

Up $168,453 (+54%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin75th percentile

Revenue

Up

$782,996

Up $160,990 (+26%) from 2024

Expenses

Down

$611,589

Down $26,387 (-4.1%) from 2024

Net Income

Up

$171,407

Up $187,377 (+1173%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$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: $317,248Liabilities 2024: $2,954Net Assets 2024: $314,2942024Assets 2025: $489,222Liabilities 2025: $6,475Net Assets 2025: $482,7472025

Highlighted filing

2025

Assets$489,222
Liabilities$6,475
Net Assets$482,747
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest 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: $622,006Expenses 2024: $637,976Net Income 2024: -$15,9702024Revenue 2025: $782,996Expenses 2025: $611,589Net Income 2025: $171,4072025

Highlighted filing

2025

Revenue$782,996
Expenses$611,589
Net Income$171,407
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$489,222
Liabilities
$6,475
Net assets
$482,747
Revenue
$782,996
Expenses
$611,589
Net income
$171,407
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
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jul 31, 2025
Return Version
2024v5.1
Gross Receipts
$954,664
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$314,294$489,222▲ $174,928
Total Assets$314,294$489,222▲ $174,928
Liabilities
Other Liabilities$2,954$6,475▲ $3,521
Total Liabilities$2,954$6,475▲ $3,521
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$311,340$482,747▲ $171,407
Total Net Assets Fund Balance$311,340$482,747▲ $171,407
Total Liabilities and Net Assets / Fund Balance$314,294$489,222▲ $174,928
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jennifer ThompsonPresident
Emily OlalokoPresident-Elect
Kristy Roberts1st Vice President
Tiffany Piccareli2nd Vice President
Francesca Gibbins3rd Vice President
Shannon GiordanoParlimentarian
Claudia ToalSecretary
Heather BuchananTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$168,029
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$614,967
All Other Contributions
$95,854
Change in Net Assets
$171,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$569,576
Professional Fundraising Fees$42,013
Total Fundraising Expense$42,013
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$104,326$36,855-$141,181
Other Expenses$53,125--$53,125
Fees for Services Professional Fundraising--$42,013$42,013
Office Expenses-$5,183-$5,183
Information Technology-$4,498-$4,498
Conferences and Meetings-$4,396-$4,396
Insurance-$1,186-$1,186
Total Functional Expenses$517,458$52,118$42,013$611,589
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$681,750
Fundraising Direct Expenses$90,122
Professional Fundraising Fees$42,013

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$504,200$448,035$14,922$433,113
Fall Fdraisr$233,715$233,715-$233,715
Total Events$737,915$681,750$90,122$591,628
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Amex$4,860
Sales Tax Payable$1,615
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The Oak Forest Elementary Texas Congress Parent Teacher Association 5124 is a not-for-profit parent association. All parents, teachers, and community members are welcome to become dues paying members during the school year. The organization was established to benefit the overall education needs of Oak Forest Elementary School students.”

Member election for additional members Part VI line 7A

“The active voting members of the Oak Forest Elementary Texas Congress Parent Teacher Association 5124 elect the board of the association annually in open forum membership meetings.”

Governing body decisions Part VI line 7B

“Decisions made by the board of directors of the Oak Forest Elementary Texas Congress Parent Teacher Association 5124, including the annual budget approval process, are held for memebership vote in open forum membership meetings.”

Form 990 governing body review Part VI line 11

“As required by Texas PTA, following the financial reconciliation, the form 990 is reviewed by the outgoing treasurer.”

Conflict of interest policy compliance Part VI line 12C

“Board members and committee chairs are required to annually complete a Conflict of Interest form which are collected and kept for the files by the Boards secretary.”

Governing documents etc available to public Part VI line 19

“Governing documents including bylaws and standing rules are on the website and financial statement are provided at meeting.”

Filing and Contact Details

Filer

Filer Name
PTA 5124 Oak Forest Elementary Texas Congress
EIN
74-6086238
In Care Of
% Heather Buchanan
Phone
7136132536
Address
1401 West 43rd Street, Houston, TX 77018

Signing Officer

Name
Heather Buchanan
Title
Treasurer
Phone
7136132536
Signed
2025-07-31
Discuss with paid preparer
No

Organization Details

Formed
1965
Legal Domicile
TX
Voting Board Members
45
Independent Board Members
45
Employees
0
Volunteers
85

Preparer

Firm
Sixty Consulting LLC
Address
1324 Althea Dr, Houston, TX 77018
Preparer
Barbara Lowe
Phone
3144773194
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“School Supplies $49,709Teacher Professional Development $27,080School Community Support $23,832Misc Program Service Expenses $3,705Staff & Teacher Appreciation $36,855”

Raw XML AppendixShowing 400 of 409 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.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt060801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0532372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0786634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0650559
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0386354
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0227942
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0468116
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0288743
IRS990ScheduleA/Total509Grp/TotalAmt03039681
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0557675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0468116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0288743
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11615
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AMEX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Sales Tax Payable
IRS990ScheduleD/TotalLiabilityAmt06475
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Fall Fundraiser
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt1Auction
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IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd1false
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IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt1504200
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0201902
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt1498700
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0Boosterthon
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt1Qtego
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IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt15500
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt05300 Triangle Parkway NW Suite 100
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt15816 W 74th Street
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0Norcross
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm1Indianapolis
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd1IN
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd030092
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd146278
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt056165
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt090122
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0444
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014922
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014922
IRS990ScheduleG/TotalGrossReceiptsAmt0737915
IRS990ScheduleG/TotalNetToOrganizationAmt0700602
IRS990ScheduleG/TotalRetainedByContractorsAmt037313
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Oak Forest Elementary Texas Congress Parent Teacher Association 5124 is a not-for-profit parent association. All parents, teachers, and community members are welcome to become dues paying members during the school year. The organization was established to benefit the overall education needs of Oak Forest Elementary School students.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The active voting members of the Oak Forest Elementary Texas Congress Parent Teacher Association 5124 elect the board of the association annually in open forum membership meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions made by the board of directors of the Oak Forest Elementary Texas Congress Parent Teacher Association 5124, including the annual budget approval process, are held for memebership vote in open forum membership meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3As required by Texas PTA, following the financial reconciliation, the form 990 is reviewed by the outgoing treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board members and committee chairs are required to annually complete a Conflict of Interest form which are collected and kept for the files by the Boards secretary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents including bylaws and standing rules are on the website and financial statement are provided at meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6School Supplies $49,709Teacher Professional Development $27,080School Community Support $23,832Misc Program Service Expenses $3,705Staff & Teacher Appreciation $36,855
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0489222
IRS990/TotalAssetsGrp/BOYAmt0314294
IRS990/TotalAssetsGrp/EOYAmt0489222
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0168029
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt042013
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052118
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0517458
IRS990/TotalFunctionalExpensesGrp/TotalAmt0611589
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02954
IRS990/TotalLiabilitiesEOYAmt06475
IRS990/TotalLiabilitiesGrp/BOYAmt02954
IRS990/TotalLiabilitiesGrp/EOYAmt06475
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0311340
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0482747
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0316798
IRS990/TotalProgramServiceExpensesAmt0517458
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0591628
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023339
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0782996
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt085
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0314294
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt045
IRS990/VotingMembersIndependentCnt045
IRS990/WebsiteAddressTxt0www.oakforestpta.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER BUCHANAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07136132536
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA 5124 Oak Forest Elementary Texas Congress
ReturnHeader/Filer/BusinessNameControlTxt0PTA5
ReturnHeader/Filer/EIN0746086238
ReturnHeader/Filer/InCareOfNm0% Heather Buchanan
ReturnHeader/Filer/PhoneNum07136132536
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 West 43rd Street
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077018
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0863350920
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sixty Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01324 Althea Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX

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