Civic Intelligence

PTA Texas Congress 5276 Spring Forest Middle School

990EZ • Fiscal year 2017 • EIN 74-6086278

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

28th percentile

-6.5%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-9.8%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$29,682

Down $4,463 (-13%) from 2016

Net Assets

Down

$29,682

Down $4,463 (-13%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$68,468

Down $7,453 (-9.8%) from 2016

Expenses

Down

$72,930

Down $18,803 (-20%) from 2016

Net Income

Up

-$4,462

Up $11,350 (+72%) from 2016

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

2017

Assets$29,682
Liabilities-
Net Assets$29,682

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

2017

Revenue$68,468
Expenses$72,930
Net Income-$4,462
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$105,632
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
PROGRAMS FOR THE CULTURAL AND PROFESSIONAL DEVELOPMENT OF TEACHERS, STUDENTS & COMMUNITY PROGRAMS THAT BENEFIT ALL TEACHERS AND STUDENTS-$70,080
SUPPORT FOR THE SCHOOLD DISTRICT'S CHARITABLE FOUNDATION AND LOCAL NON- PROFIT ORGANIZATIONS THAT BENEFIT CHILD DEVELOPMENT$1,850$1,850
SCHOLARSHIPS AWARDED TO STUDENTS$1,000$1,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA FERNWOODPresident-$0--
VALARIE BRENNAM1st Vice-Pre-$0--
DENISE STANTON2nd Vice-Pre-$0--
TRACI MUNDWILLER3rd Vice-Pre-$0--
JENNIFER HAMMERTreasurer-$0--
SARAH LAIRDAssistant Tr-$0--
BECKY CLARKSecretary-$0--
CASEY REEDParliamentar-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$50,376$50,376$13,829$36,547
Fundraising 8th$10,867$10,867$11,134$-267
Total Events$81,886$81,886$37,164$44,722
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
Jennifer Hammer
Title
Treasurer
Phone
7132514600
Signed
2017-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Jd Pace & Company Pc
Address
10497 TOWN COUNTRY WAY SUITE 910, HOUSTON, TX 77024
Preparer
John D Pace
Phone
7137227669
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Revenue - directory total:dir 3,820 revenue - cafeteria sales 2,139 revenue - prior year auction 2,125 revenue - spirit nights 992 revenue - staff appreciation 885 revenue - school spirit items 780 revenue - directory total: di 758 revenue - staff appreciation 620 revenue - fundraising (auctio 580 revenue - fundraising (wieght 564 total 13,263

Form 990-ez, Part I, Line 16

Expenses supplies for pta 733 agendas 3,188 insurance 570 awards (students) 1,476 bank charges 55 building improvements 4,686 c-shac (nurse) 276 cafeteria sales expenses 966 character education progr 243 community relations 351 council dues 50 ctef 15-16 9,444 ctef 16-17 18,524 ctef 16-17: weight room e 730 curriculum - all grade le 529 dances - for all grades 450 family engagement 82 fine arts / electives 375 fine arts / electives: fi 2,602 fine arts / electives: he 500 founders day 250 membership escrow 1,649 odyssey of the mind 832 principal's fund 3,376 sbef liaison 1,204 school supplies expense 50 staff appreciation 4,329 teacher training 2,394 theater liaison 941 veteran's day celebration 324 volunteer appreciation 568 transaction fees 43 life memberships 309 staar snacks 1,990 president's fund 195 spark park expense 300 breakfast with your bobca 142 multi-cultural festival 935 total 65,661

Form 990-ez, Part III

Programs for cultural arts, professiona development of teachers, students, community programs, capital expenditures for school and parks, and additional support for school district charitable functions.

Raw XML Appendix186 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAMELA FERNWOOD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENISE STANTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACI MUNDWILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER HAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SARAH LAIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BECKY CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CASEY REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE-PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE-PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33RD VICE-PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARLIAMENTAR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt065661
IRS990EZ/OtherRevenueTotalAmt013263
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/PrintingPublicationsPostageAmt02399
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAMS FOR THE CULTURAL AND PROFESSIONAL DEVELOPMENT OF TEACHERS, STUDENTS & COMMUNITY PROGRAMS THAT BENEFIT ALL TEACHERS AND STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT FOR THE SCHOOLD DISTRICT'S CHARITABLE FOUNDATION AND LOCAL NON- PROFIT ORGANIZATIONS THAT BENEFIT CHILD DEVELOPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOLARSHIPS AWARDED TO STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01850
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialConditionDesc0HURRICAN HARVEY
IRS990EZ/SpecialEventsDirectExpensesAmt037164
IRS990EZ/SpecialEventsNetIncomeLossAmt044722
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072930
IRS990EZ/TotalProgramServiceExpensesAmt072930
IRS990EZ/TotalRevenueAmt068468
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010482
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUNDRAISING 8TH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010867
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020643
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010867
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020643
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013829
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011134
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVENUE - DIRECTORY TOTAL:DIR 3,820 REVENUE - CAFETERIA SALES 2,139 REVENUE - PRIOR YEAR AUCTION 2,125 REVENUE - SPIRIT NIGHTS 992 REVENUE - STAFF APPRECIATION 885 REVENUE - SCHOOL SPIRIT ITEMS 780 REVENUE - DIRECTORY TOTAL: DI 758 REVENUE - STAFF APPRECIATION 620 REVENUE - FUNDRAISING (AUCTIO 580 REVENUE - FUNDRAISING (WIEGHT 564 TOTAL 13,263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES SUPPLIES FOR PTA 733 AGENDAS 3,188 INSURANCE 570 AWARDS (STUDENTS) 1,476 BANK CHARGES 55 BUILDING IMPROVEMENTS 4,686 C-SHAC (NURSE) 276 CAFETERIA SALES EXPENSES 966 CHARACTER EDUCATION PROGR 243 COMMUNITY RELATIONS 351 COUNCIL DUES 50 CTEF 15-16 9,444 CTEF 16-17 18,524 CTEF 16-17: WEIGHT ROOM E 730 CURRICULUM - ALL GRADE LE 529 DANCES - FOR ALL GRADES 450 FAMILY ENGAGEMENT 82 FINE ARTS / ELECTIVES 375 FINE ARTS / ELECTIVES: FI 2,602 FINE ARTS / ELECTIVES: HE 500 FOUNDERS DAY 250 MEMBERSHIP ESCROW 1,649 ODYSSEY OF THE MIND 832 PRINCIPAL'S FUND 3,376 SBEF LIAISON 1,204 SCHOOL SUPPLIES EXPENSE 50 STAFF APPRECIATION 4,329 TEACHER TRAINING 2,394 THEATER LIAISON 941 VETERAN'S DAY CELEBRATION 324 VOLUNTEER APPRECIATION 568 TRANSACTION FEES 43 LIFE MEMBERSHIPS 309 STAAR SNACKS 1,990 PRESIDENT'S FUND 195 SPARK PARK EXPENSE 300 BREAKFAST WITH YOUR BOBCA 142 MULTI-CULTURAL FESTIVAL 935 TOTAL 65,661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAMS FOR CULTURAL ARTS, PROFESSIONA DEVELOPMENT OF TEACHERS, STUDENTS, COMMUNITY PROGRAMS, CAPITAL EXPENDITURES FOR SCHOOL AND PARKS, AND ADDITIONAL SUPPORT FOR SCHOOL DISTRICT CHARITABLE FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER HAMMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07132514600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS 5276
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SPRING FOREST MIDDLE SCHOOL PTA
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760241049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JD PACE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010497 TOWN COUNTRY WAY SUITE 910
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077024
ReturnHeader/PreparerPersonGrp/PhoneNum07137227669
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN D PACE
ReturnHeader/ReturnTs02017-10-31T09:48:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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