Civic Intelligence

PTA Congressspring Branch Middle School

990 • Fiscal year 2023 • EIN 74-6086276

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 24, 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-9.0%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

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

Assets

Down

$244,805

Down $24,242 (-9.0%) from 2022

Net Assets

Down

$244,805

Down $24,242 (-9.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$225,412

Down $29,665 (-12%) from 2022

Expenses

Up

$275,262

Up $42,504 (+18%) from 2022

Net Income

Down

-$49,850

Down $72,169 (-323%) from 2022

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

2023

Assets$244,805
Liabilities$0
Net Assets$244,805

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

2023

Revenue$225,412
Expenses$275,262
Net Income-$49,850
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 24, 2023
Return Version
2022v5.0
Gross Receipts
$225,412
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$154,835▼ $24,688
Savings and Temporary Cash Investments$89,524$89,970▲ $446
Total Assets$269,047$244,805▼ $24,242
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$269,047$244,805▼ $24,242
Total Net Assets Fund Balance$269,047$244,805▼ $24,242
Total Liabilities and Net Assets / Fund Balance$269,047$244,805▼ $24,242
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charline IbanezPresident
Laura WilliamsVice President
Leslie ParkanVice President Communications
Angela BrayVice President Fundraising
Michelle HatfieldVice President Fundraising
Amy ReevesParliamentarian
Leslie CornettSecretary
Amber LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$201,660
Program Service Revenue
$23,006
Investment Income
$450
Other Revenue
$296
Change in Net Assets
$-49,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$230,019
Other Expenses$45,243
Total Fundraising Expense$42,079
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$230,019--$230,019
Other Expenses$0$0$42,079$42,079
Office Expenses$0$2,414$0$2,414
Insurance$0$450$0$450
Fees for Services Accounting$0$300$0$300
Total Functional Expenses$230,019$3,164$42,079$275,262
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$224,962$224,962$19,599$205,363
Total Events$224,962$224,962$34,393$190,569
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
2023-08-24

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
Jun Ying Tax and Financial Services LLC
Address
6901 Corporate Dr Suite 110, Houston, TX 77036
Preparer
Jun Ying
Phone
7132660543
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Part IX Line 11c - Accounting $300

Pt VI, Line 7A

Part IX, Line 13 - Office Expenses $2,414

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 2021-2022 14259. 0. 0.

Form 990, Part III, Line 4D

Long Range Planning 2022-2023 2544. 0. 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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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014014
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0224962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0224962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0224962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0224962
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0190569
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019599
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019599
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0780
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0780
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part IX Line 11c - Accounting $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part IX, Line 13 - Office Expenses $2,414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Part IX Line 23 - Insurance $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4None
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Long rang planning 2021-2022 14259. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Long Range Planning 2022-2023 2544. 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/TotalAssetsBOYAmt0269047
IRS990/TotalAssetsEOYAmt0244805
IRS990/TotalAssetsGrp/BOYAmt0269047
IRS990/TotalAssetsGrp/EOYAmt0244805
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0201660
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt042079
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03164
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0230019
IRS990/TotalFunctionalExpensesGrp/TotalAmt0275262
IRS990/TotalGrossUBIAmt0450
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0269047
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0244805
IRS990/TotalOtherProgSrvcExpenseAmt016803
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt023006
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt023006
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0230019
IRS990/TotalProgramServiceRevenueAmt023006
IRS990/TotalRevenueGrp/ExclusionAmt023302
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0225412
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0450
IRS990/TotalVolunteersCnt0160
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0269047
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0244805
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/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132514400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-24
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883063314
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jun Ying Tax and Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06901 Corporate Dr Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077036
ReturnHeader/PreparerPersonGrp/PhoneNum07132660543
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jun Ying
ReturnHeader/ReturnTs02023-10-02T13:57:08-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMBER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEWIS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
2023Detailed filing. Detailed filing data is available for this year.$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
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