Civic Intelligence

PTA Congressspring Branch Middle School

990EZ • Fiscal year 2018 • EIN 74-6086276

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 01, 2018

1000 Piney Point RdHouston, TX 77024

(713) 251-4400

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

30th percentile

-14%

Faster revenue growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$143,912

Down $22,005 (-13%) from 2017

Net Assets

Down

$143,912

Down $22,005 (-13%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$160,308

Down $25,469 (-14%) from 2017

Expenses

Down

$182,313

Down $20,631 (-10%) from 2017

Net Income

Down

-$22,005

Down $4,838 (-28%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $164,095Liabilities 2011: $02011Assets 2012: $227,599Liabilities 2012: $0Net Assets 2012: $227,5992012Assets 2013: $208,442Liabilities 2013: $0Net Assets 2013: $208,4422013Assets 2014: $172,639Liabilities 2014: $0Net Assets 2014: $172,6392014Assets 2015: $238,676Liabilities 2015: $0Net Assets 2015: $238,6762015Assets 2016: $184,334Liabilities 2016: $1,250Net Assets 2016: $183,0842016Assets 2017: $165,917Liabilities 2017: $0Net Assets 2017: $165,9172017Assets 2018: $143,912Net Assets 2018: $143,9122018Assets 2019: $124,203Net Assets 2019: $124,2032019Assets 2020: $188,666Liabilities 2020: $0Net Assets 2020: $188,6662020Assets 2021: $246,725Net Assets 2021: $246,7252021Assets 2022: $269,047Liabilities 2022: $0Net Assets 2022: $269,0472022Assets 2023: $244,805Liabilities 2023: $0Net Assets 2023: $244,8052023Assets 2024: $157,351Liabilities 2024: $0Net Assets 2024: $157,3512024Assets 2025: $224,445Liabilities 2025: $0Net Assets 2025: $224,4452025

Highlighted filing

2018

Assets$143,912
Liabilities-
Net Assets$143,912

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $57,403Expenses 2011: $39,312Net Income 2011: $18,0912011Revenue 2012: $126,272Expenses 2012: $62,769Net Income 2012: $63,5032012Revenue 2013: $162,124Expenses 2013: $181,281Net Income 2013: -$19,1572013Revenue 2014: $182,784Expenses 2014: $218,587Net Income 2014: -$35,8032014Revenue 2015: $236,113Expenses 2015: $170,085Net Income 2015: $66,0282015Revenue 2016: $171,270Expenses 2016: $226,862Net Income 2016: -$55,5922016Revenue 2017: $185,777Expenses 2017: $202,944Net Income 2017: -$17,1672017Revenue 2018: $160,308Expenses 2018: $182,313Net Income 2018: -$22,0052018Revenue 2019: $150,084Expenses 2019: $169,793Net Income 2019: -$19,7092019Revenue 2020: $197,314Expenses 2020: $132,851Net Income 2020: $64,4632020Revenue 2021: $132,457Expenses 2021: $74,398Net Income 2021: $58,0592021Revenue 2022: $255,077Expenses 2022: $232,758Net Income 2022: $22,3192022Revenue 2023: $225,412Expenses 2023: $275,262Net Income 2023: -$49,8502023Revenue 2024: $277,086Expenses 2024: $368,351Net Income 2024: -$91,2652024Revenue 2025: $304,200Expenses 2025: $220,015Net Income 2025: $84,1852025

Highlighted filing

2018

Revenue$160,308
Expenses$182,313
Net Income-$22,005
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 1, 2018
Return Version
2017v2.2
Gross Receipts
$189,800
Mission and Program Overview

Mission

Parent Teacher Association for Public Middle School

Program Services

DescriptionGrantsExpenses
Parent/Teacher association for Public middle school$101,469-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly SiblikPresidentPT$0--
Nan CarlsonVice PresidentPT$0--
Hilary HowardVice PresidentPT$0--
Rebecca ZiegenhornVice PresidentPT$0--
Joy McCormickVice President-$0--
Bridgette PenelSecretary-$0--
Manisha PatelTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$17,039$17,039$4,926$12,113
Total Events$17,039$17,039$9,997$7,042
Filing and Contact Details

Filer

Filer Name
Pta Congressspring Branch Middle School
EIN
74-6086276
Phone
7132514400
Address
1000 Piney Point Rd, Houston, TX 77024

Signing Officer

Name
Manisha Patel
Title
Treasurer
Signed
2018-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Virginia von Scheele CPA
Address
22415 Banister, San Antonio, TX 78259
Preparer
Virginia vonScheele
Phone
2108611316
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $816

Other Expenses.1012

Insurance $450

Other Expenses.1

Long range planning $76928

Other Expenses.2

Dues/donations $1900

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1950

Raw XML Appendix201 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0770242729
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nan Carlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Hilary Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rebecca Ziegenhorn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joy McCormick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bridgette Penel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Manisha Patel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01950
IRS990EZ/OtherExpensesTotalAmt080094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parent Teacher Association for Public Middle School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Parent/Teacher association for Public middle school
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0101469
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09997
IRS990EZ/SpecialEventsNetIncomeLossAmt07042
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0182313
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IRS990EZ/TotalRevenueAmt0160308
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0none
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0135938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0140591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0120231
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0159687
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0130803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0687250
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0311
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0105
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt036
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0389
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0604
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0718
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt014310
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt017142
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0311
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0309
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0309
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01070
IRS990ScheduleA/InvestmentIncomeCYPct00.00110
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt0955797
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0164923
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0170961
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0236008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0215571
IRS990ScheduleA/Total509Grp/TotalAmt0955797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0165234
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0168643
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0236113
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0215607
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0956867
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09997
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05071
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05071
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017039
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017039
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Long range planning $76928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues/donations $1900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1950
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1011
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Manisha Patel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CONGRESSSPRING BRANCH MIDDLE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0746086276
ReturnHeader/Filer/PhoneNum07132514400
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 Piney Point Rd
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Virginia von Scheele CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022415 Banister
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078259
ReturnHeader/PreparerPersonGrp/PhoneNum02108611316
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Virginia vonScheele
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-01T07:39:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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.$2.24$0.00$2.24$3.04$2.20$0.84
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$2.77$3.68$0.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$2.25$2.75$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$2.55$2.33$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$2.47$1.32$0.74$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$1.97$1.33$0.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$1.24$1.50$1.70$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.44$1.44$1.60$1.82$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$1.86$2.03$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.83$1.71$2.27$0.56
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$2.36$1.70$0.66
2014Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.83$2.19$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$1.62$1.81$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.00$2.28$1.26$0.63$0.64
2011Summary only. Only limited summary data is available for this year.$1.64$0.00$0.57$0.39$0.18