Civic Intelligence

PTA Texas Congress 5124 Oak Forest Elementary

990 • Fiscal year 2023 • EIN 74-6086238

Jun 01, 2022 to May 31, 2023 • Filed on Jul 30, 2023

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

(713) 613-2536

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

32nd percentile

-4.3%

Higher net margin than 32% 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

25th percentile

-5.6%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

63rd percentile

19%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$326,691

Down $19,307 (-5.6%) from 2022

Net Assets

Down

$326,691

Down $19,307 (-5.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin32nd percentile

Revenue

Up

$557,675

Up $89,559 (+19%) from 2022

Expenses

Up

$581,636

Up $176,015 (+43%) from 2022

Net Income

Down

-$23,961

Down $86,456 (-138%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

Highlighted filing

2023

Assets$326,691
Liabilities$0
Net Assets$326,691
Open 2023 Filing

Operations Trend

Revenue Growth63rd percentile

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: $622,006Expenses 2024: $637,976Net Income 2024: -$15,9702024Revenue 2025: $782,996Expenses 2025: $611,589Net Income 2025: $171,4072025

Highlighted filing

2023

Revenue$557,675
Expenses$581,636
Net Income-$23,961
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jul 30, 2023
Return Version
2022v5.0
Gross Receipts
$650,797
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$345,998$326,691▼ $19,307
Total Assets$345,998$326,691▼ $19,307
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$345,998$326,691▼ $19,307
Total Net Assets Fund Balance$345,998$326,691▼ $19,307
Total Liabilities and Net Assets / Fund Balance$345,998$326,691▼ $19,307
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Lindsey C MacleodPresident
Lauren K MorehanPresident Elect
Vinita Mavalwalla1st Vice President
Jillian Grimes2nd Vice President
Jennifer Thompson3rd Vice President
Alexis EatonHistorian
Emily OlalokoParlimentarian
Cameron B MarkeloffSecretary
Anna M De YoungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$101,855
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$455,820
All Other Contributions
$83,712
Change in Net Assets
$-23,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$543,136
Professional Fundraising Fees$38,500
Total Fundraising Expense$38,500
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$173,369--$173,369
Fees for Services Professional Fundraising--$38,500$38,500
Conferences and Meetings-$5,867-$5,867
Information Technology-$3,907-$3,907
Office Expenses-$1,919-$1,919
Insurance-$1,186-$1,186
Total Functional Expenses$530,257$12,879$38,500$581,636
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$530,937
Fundraising Direct Expenses$77,593
Professional Fundraising Fees$38,500
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
No
Other officer compensation reviewed
No
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 on”

Part VI Line 19

“The website and financial statements are provided at meetings”

Filing and Contact Details

Filer

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

Signing Officer

Name
Anna M De Young
Title
Treasurer
Phone
7136132536
Signed
2023-07-30

Organization Details

Principal Officer
Lauren Morehan
Formed
1965
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Part III Line 2

“To provide funding for an outdoor classroom at oak forest”

Part III Line 2

“ELEMENTARY SCHOOL”

Raw XML Appendix326 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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IRS990/Form990PartVIISectionAGrp/TitleTxt21ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt43RD VICE PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE FUNDING FOR AN OUTDOOR CLASSROOM AT OAK FOREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELEMENTARY SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS REQUIRED BY TEXAS PTA, FOLLOWING THE FINANCIAL RECONCILIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED AND REVIEWED BY THE OUTGOING TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS INCLUDING BYLAWS AND STANDING RULES ARE ON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE WEBSITE AND FINANCIAL STATEMENTS ARE PROVIDED AT MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III Line 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 11b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI Line 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0581636
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0345998
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0326691
IRS990/TotalProgramServiceExpensesAmt0250823
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0557675
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0345998
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0326691
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IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0770184106
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.OAKFORESTPTA.COM
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNA M DE YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07136132536
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS 5124 OAK FOREST ELEMENTARY
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746086238
ReturnHeader/Filer/InCareOfNm0% ANNA M DE YOUNG
ReturnHeader/Filer/PhoneNum07136132536
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 WEST 43RD STREET
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770184106
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ReturnHeader/ReturnTs02023-07-30T09:47:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DE YOUNG
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$326,691
Liabilities
$0
Net assets
$326,691
Revenue
$557,675
Expenses
$581,636
Net income
-$23,961
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