Civic Intelligence

PTA Congressspring Branch Middle School

990 • Fiscal year 2022 • EIN 74-6086276

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 25, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

56th percentile

8.7%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

61st percentile

9.0%

Faster asset growth than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

93%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$269,047

Up $22,322 (+9.0%) from 2021

Net Assets

Up

$269,047

Up $22,322 (+9.0%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$255,077

Up $122,620 (+93%) from 2021

Expenses

Up

$232,758

Up $158,360 (+213%) from 2021

Net Income

Down

$22,319

Down $35,740 (-62%) from 2021

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

2022

Assets$269,047
Liabilities$0
Net Assets$269,047

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

2022

Revenue$255,077
Expenses$232,758
Net Income$22,319
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 25, 2022
Return Version
2021v4.1
Gross Receipts
$255,077
Mission and Program Overview

Mission

Parent Teacher Association for Public Middle School

To make every child's potential a reality by engaging & empowering families and communities to advocate for all children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$179,523-
Savings and Temporary Cash Investments-$89,524-
Total Assets$0$269,047▲ $269,047
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$269,047-
Total Net Assets Fund Balance$0$269,047▲ $269,047
Total Liabilities and Net Assets / Fund Balance$0$269,047▲ $269,047
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelly MurphyPresident
Amy ReevesVice President
Andres FerruzzoVice President
Jen MossVice President
Molly FergusonVice President
Trish KyleVice President
Alicia KimmelSecretary
Amber LweisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$230,156
Program Service Revenue
$24,902
Investment Income
$19
Other Revenue
$0
Change in Net Assets
$22,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$177,248
Other Expenses$2,756
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$177,248--$177,248
Benefits to Members$52,754--$52,754
Office Expenses$0$1,556$0$1,556
Fees for Services Accounting$0$750$0$750
Insurance$0$450$0$450
Total Functional Expenses$230,002$2,756$0$232,758
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$255,058$255,058-$255,058
Total Events$255,058$255,058-$255,058
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
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
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
Amber Lewis
Title
Treasurer
Phone
7132514400
Signed
2022-07-25

Organization Details

Principal Officer
Kelly Murphy
Formed
2016
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
160

Preparer

Firm
Andy H Jan CPA LLC
Address
6901 Corporate Drive Ste 110, Houston, TX 77036
Preparer
Andy H Jan
Phone
7132660543
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Part IX Line 11c - Accounting $750

Pt VI, Line 7A

Part IX, Line 13 - Ofice Expenses $1,556

Pt VI, Line 7B

Part IX Line 23 - Insurance $450

Pt VI, Line 11B

None

Pt VI, Line 12C

None

Form 990, Part III, Line 4D

Long rang planning 2020-2021 9840. 0. 0.

Form 990, Part III, Line 4D

Long Range Planning 2021-2022 45264. 0. 0.

Raw XML Appendix375 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part IX, Line 13 - Ofice Expenses $1,556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Part IX Line 23 - Insurance $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Long rang planning 2020-2021 9840. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Long Range Planning 2021-2022 45264. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt0269047
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0269047
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0230156
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02756
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0230002
IRS990/TotalFunctionalExpensesGrp/TotalAmt0232758
IRS990/TotalGrossUBIAmt019
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0269047
IRS990/TotalOtherProgSrvcExpenseAmt055104
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt024902
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt024902
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0230002
IRS990/TotalProgramServiceRevenueAmt024902
IRS990/TotalRevenueGrp/ExclusionAmt024902
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0255077
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt019
IRS990/TotalVolunteersCnt0160
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0269047
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01000 PINEY POINT RD
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077024
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132514400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-25
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/PreparerFirmEIN0943487233
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDY H JAN CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06901 Corporate Drive Ste 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077036
ReturnHeader/PreparerPersonGrp/PhoneNum07132660543
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andy H Jan
ReturnHeader/ReturnTs02022-08-31T13:48:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMBER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEWIS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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
2022Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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