Civic Intelligence

PTA Texas Congress 5276 Spring Forest Middle School

990EZ • Fiscal year 2016 • EIN 74-6086278

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

14240 Memorial DriveHouston, TX 77079-6721

(713) 251-4600

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$34,145

Down $15,812 (-32%) from 2015

Net Assets

Down

$34,145

Down $15,812 (-32%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$75,921

Down $11,187 (-13%) from 2015

Expenses

Up

$91,733

Up $11,658 (+15%) from 2015

Net Income

Down

-$15,812

Down $22,845 (-325%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $33,406Liabilities 2011: $02011Assets 2012: $35,628Liabilities 2012: $02012Assets 2014: $42,924Net Assets 2014: $42,9242014Assets 2015: $49,957Net Assets 2015: $49,9572015Assets 2016: $34,145Net Assets 2016: $34,1452016Assets 2017: $29,682Net Assets 2017: $29,6822017Assets 2018: $61,873Net Assets 2018: $61,8732018Assets 2019: $34,164Liabilities 2019: $02019Assets 2020: $70,521Liabilities 2020: $0Net Assets 2020: $70,5212020Assets 2021: $82,660Liabilities 2021: $0Net Assets 2021: $82,6602021Assets 2022: $131,596Liabilities 2022: $0Net Assets 2022: $131,5962022Assets 2023: $225,665Liabilities 2023: $53Net Assets 2023: $225,6122023Assets 2024: $255,471Liabilities 2024: $71Net Assets 2024: $255,4002024Assets 2025: $272,371Liabilities 2025: $0Net Assets 2025: $272,3712025

Highlighted filing

2016

Assets$34,145
Liabilities-
Net Assets$34,145

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $39,252Expenses 2011: $22,285Net Income 2011: $16,9672011Revenue 2012: $61,064Expenses 2012: $58,841Net Income 2012: $2,2232012Revenue 2014: $85,331Expenses 2014: $72,572Net Income 2014: $12,7592014Revenue 2015: $87,108Expenses 2015: $80,075Net Income 2015: $7,0332015Revenue 2016: $75,921Expenses 2016: $91,733Net Income 2016: -$15,8122016Revenue 2017: $68,468Expenses 2017: $72,930Net Income 2017: -$4,4622017Revenue 2018: $109,315Expenses 2018: $77,124Net Income 2018: $32,1912018Revenue 2019: $89,701Expenses 2019: $117,410Net Income 2019: -$27,7092019Revenue 2020: $73,160Expenses 2020: $36,803Net Income 2020: $36,3572020Revenue 2021: $55,220Expenses 2021: $43,081Net Income 2021: $12,1392021Revenue 2022: $104,923Expenses 2022: $55,987Net Income 2022: $48,9362022Revenue 2023: $175,145Expenses 2023: $81,441Net Income 2023: $93,7042023Revenue 2024: $78,605Expenses 2024: $48,817Net Income 2024: $29,7882024Revenue 2025: $150,937Expenses 2025: $133,966Net Income 2025: $16,9712025

Highlighted filing

2016

Revenue$75,921
Expenses$91,733
Net Income-$15,812
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$109,772
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
PROGRAMS FOR CULTURAL ARTS, PROFESSIONAL DEVELOPMENT OF TEACHERS, STUDENT & COMMUNITY PROGRAMS THAT BENEFIT ALL TEACHERS AND STUDENTS$46,760$46,760
PROVIDES FUNDS FOR CAPITAL EXPENDITURES FOR SCHOOL AND PARK TO BENEFIT ALL STUDENTS AND RESIDENTS OF THE AREA.$37,606$37,606
SUPPORT FOR THE SCHOOL DISTRICT THROUGH ITS CHARITABLE FOUNDATION$2,400$2,400
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA FERWORNPresident-$0--
VALERIE BRENNAN1st Vice-Pre-$0--
DENISE STANTON2nd Vice-Pre-$0--
DAWN DUDLEY3rd Vice-Pre-$0--
CASEY REEDTreasurer-$0--
LORRAINE ALVEYSecretary-$0--
ALISON WHITEParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$60,340$60,340-$60,340
Total Events$60,340$60,340$9,626$50,714
Filing and Contact Details

Filer

Filer Name
Pta Texas Congress 5276
EIN
74-6086278
Phone
7132514600
Address
14240 MEMORIAL DRIVE, HOUSTON, TX 77079-6721

Signing Officer

Name
Casey Reed
Title
Treasurer
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Patrick D Richard Pllc
Address
11511 KATY FWY STE 650, HOUSTON, TX 77079-1971
Preparer
Patrick D Richard
Phone
7135591040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Unrelated 37,606 0 0 unrelated 46,760 0 0

Form 990-ez, Part I, Line 16

Expenses general & administrative 4,967 total 4,967

Raw XML Appendix168 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CASEY REED
IRS990EZ/BooksInCareOfDetail/PhoneNum08322177556
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014240 MEMORIAL DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077079
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049957
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034145
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016767
IRS990EZ/CostOfGoodsSoldAmt024225
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15812
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049957
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034145
IRS990EZ/FundraisingGrossIncomeAmt060340
IRS990EZ/GrantsAndSimilarAmountsPaidAmt086766
IRS990EZ/GrossProfitLossSlsOfInvntryAmt08440
IRS990EZ/GrossReceiptsAmt0109772
IRS990EZ/GrossSalesOfInventoryAmt032665
IRS990EZ/GroupExemptionNum01889
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049957
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034145
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049957
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034145
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAMELA FERWORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VALERIE BRENNAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENISE STANTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAWN DUDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CASEY REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LORRAINE ALVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALISON WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE-PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE-PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VICE-PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04967
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS FOR CULTURAL ARTS, PROFESSIONAL DEVELOPMENT OF TEACHERS, STUDENT & COMMUNITY PROGRAMS THAT BENEFIT ALL TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT FOR THE SCHOOL DISTRICT THROUGH ITS CHARITABLE FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDES FUNDS FOR CAPITAL EXPENDITURES FOR SCHOOL AND PARK TO BENEFIT ALL STUDENTS AND RESIDENTS OF THE AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046760
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt237606
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046760
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt237606
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09626
IRS990EZ/SpecialEventsNetIncomeLossAmt050714
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091733
IRS990EZ/TotalProgramServiceExpensesAmt086766
IRS990EZ/TotalRevenueAmt075921
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0116007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt093005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt092625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069670
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0369552
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0485559
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109772
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0123932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080363
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069670
IRS990ScheduleA/Total509Grp/TotalAmt0485559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0109772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0123932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt069670
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0485559
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09626
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER/AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09626
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060340
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060340
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNRELATED 37,606 0 0 UNRELATED 46,760 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES GENERAL & ADMINISTRATIVE 4,967 TOTAL 4,967
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CASEY REED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS 5276
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SPRING FOREST MIDDLE SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746086278
ReturnHeader/Filer/PhoneNum07132514600
ReturnHeader/Filer/USAddress/AddressLine1Txt014240 MEMORIAL DRIVE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770796721
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263491912
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICK D RICHARD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011511 KATY FWY STE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770791971
ReturnHeader/PreparerPersonGrp/PhoneNum07135591040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK D RICHARD
ReturnHeader/ReturnTs02016-11-10T15:19:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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.$2.72$0.00$2.72$1.51$1.34$0.17
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.79$0.49$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$1.75$0.81$0.94
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.05$0.56$0.49
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.55$0.43$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.73$0.37$0.36
2019Summary only. Only limited summary data is available for this year.$0.34$0.00$0.90$1.17$0.28
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.62$1.09$0.77$0.32
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.68$0.73$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.76$0.92$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.87$0.80$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.85$0.73$0.13
2012Summary only. Only limited summary data is available for this year.$0.36$0.00$0.61$0.59$0.02
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.39$0.22$0.17