Civic Intelligence

PTA Texas Congress5336 Valley Oaks Elementary

990 • Fiscal year 2018 • EIN 74-6086286

Aug 01, 2017 to Jul 31, 2018 • Filed on Sep 24, 2018

8390 Westview DriveHouston, TX 77055-6738

(713) 365-4080

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

95th percentile

68%

Higher net margin than 95% 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

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

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

Assets

Down

$325,499

Down $36,370 (-10%) from 2017

Net Assets

Down

$325,499

Down $36,355 (-10%) from 2017

Liabilities

Down

$0

Down $15 (-100%) from 2017

Revenue

Up

$339,798

Up $47,213 (+16%) from 2017

Expenses

Up

$110,347

Up $6,844 (+6.6%) from 2017

Net Income

Up

$229,451

Up $40,369 (+21%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $128,342Liabilities 2011: $1,326Net Assets 2011: $127,0162011Assets 2012: $195,757Liabilities 2012: $3,709Net Assets 2012: $192,0482012Assets 2013: $274,251Liabilities 2013: $2,980Net Assets 2013: $271,2712013Assets 2014: $245,159Liabilities 2014: $0Net Assets 2014: $245,1592014Assets 2015: $307,899Liabilities 2015: $0Net Assets 2015: $307,8992015Assets 2016: $368,010Liabilities 2016: $15Net Assets 2016: $367,9952016Assets 2017: $361,869Liabilities 2017: $15Net Assets 2017: $361,8542017Assets 2018: $325,499Liabilities 2018: $0Net Assets 2018: $325,4992018Assets 2019: $430,145Liabilities 2019: $0Net Assets 2019: $430,1452019Assets 2020: $503,686Liabilities 2020: $0Net Assets 2020: $503,6862020Assets 2021: $408,746Liabilities 2021: $0Net Assets 2021: $408,7462021Assets 2022: $678,907Liabilities 2022: $0Net Assets 2022: $678,9072022Assets 2023: $816,026Liabilities 2023: $0Net Assets 2023: $816,0262023Assets 2024: $1,120,756Liabilities 2024: $0Net Assets 2024: $1,120,7562024Assets 2025: $1,192,382Liabilities 2025: $0Net Assets 2025: $1,192,3822025

Highlighted filing

2018

Assets$325,499
Liabilities$0
Net Assets$325,499

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $125,334Expenses 2011: $83,106Net Income 2011: $42,2282011Revenue 2012: $138,783Expenses 2012: $73,751Net Income 2012: $65,0322012Expenses 2013: $63,7682013Revenue 2014: $270,811Expenses 2014: $296,923Net Income 2014: -$26,1122014Revenue 2015: $277,742Expenses 2015: $68,764Net Income 2015: $208,9782015Revenue 2016: $252,050Expenses 2016: $100,304Net Income 2016: $151,7462016Revenue 2017: $292,585Expenses 2017: $103,503Net Income 2017: $189,0822017Revenue 2018: $339,798Expenses 2018: $110,347Net Income 2018: $229,4512018Revenue 2019: $434,065Expenses 2019: $121,740Net Income 2019: $312,3252019Revenue 2020: $431,800Expenses 2020: $109,315Net Income 2020: $322,4852020Revenue 2021: $170,621Expenses 2021: $93,498Net Income 2021: $77,1232021Revenue 2022: $523,459Expenses 2022: $134,956Net Income 2022: $388,5032022Revenue 2023: $542,742Expenses 2023: $156,395Net Income 2023: $386,3472023Revenue 2024: $702,077Expenses 2024: $187,540Net Income 2024: $514,5372024Revenue 2025: $591,676Expenses 2025: $145,509Net Income 2025: $446,1672025

Highlighted filing

2018

Revenue$339,798
Expenses$110,347
Net Income$229,451
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Sep 24, 2018
Return Version
2017v2.2
Gross Receipts
$437,182
Mission and Program Overview

Mission

Child Advocacy and Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$277,657$278,790▲ $1,133
Cash and Non-Interest-Bearing Accounts$84,212$46,709▼ $37,503
Total Assets$361,869$325,499▼ $36,370
Liabilities
Accounts Payable and Accrued Expenses$15--
Total Liabilities$15$0▼ $15
Net Assets / Fund Balance
Unrestricted Net Assets$361,854$325,499▼ $36,355
Total Net Assets Fund Balance$361,854$325,499▼ $36,355
Total Liabilities and Net Assets / Fund Balance$361,869$325,499▼ $36,370
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bibbin GillPresident
Lori KoehnFirst Vice President
Amanda CariveauSecond Vice President
Joy MccormackThird Vice President
Annissa FarrarHistorian
Lyn GreenwoodParlimentarian
Rebecca DavisSecretary
Julie CarrilloTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,873
Program Service Revenue
$0
Investment Income
$1,133
Other Revenue
$324,792
All Other Contributions
$10,689
Change in Net Assets
$229,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,801
Grants and Similar Amounts Paid$11,546
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,546--$11,546
Payments to Affiliates$7,773$0$0$7,773
Other Expenses$6,736$0$0$6,736
Office Expenses$6,153$0$0$6,153
Occupancy$1,911$0$0$1,911
Fees for Services Accounting$0$600$0$600
Information Technology$400$0$0$400
Total Functional Expenses$109,747$600$0$110,347
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Valley Oaks ElementaryHouston, TX-Facility Improvement$11,546
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$370,440
Fundraising Direct Expenses$63,916
Professional Fundraising Fees$0
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 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 Texas Congress5336 Valley Oaks Elementary
EIN
74-6086286
Phone
7133654080
Address
8390 Westview Drive, Houston, TX 77055-6738

Signing Officer

Name
Bibbin Gill
Title
President
Phone
7133654080
Signed
2018-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as Above
Formed
1967
Legal Domicile
TX
Voting Board Members
51
Independent Board Members
51
Employees
0
Volunteers
150

Preparer

Firm
Associated Services
Address
PO Box 431158, Houston, TX 77243
Preparer
Jb Flynn Ea
Phone
2815978868
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Parents & Teachers pay a small membership fee which entitles them to make decisions regarding funds raised by the organization.

Pt VI, Line 7A

The membership elects an executive board to make decision between meetings.

Pt VI, Line 7B

Most decisions made by the executive board must be approved by the membership.

Pt VI, Line 11B

The Form 990 is filed after the previous board has been replaced and the president of the board signs the work product.

Raw XML Appendix378 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2Second Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Third Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Parents & Teachers pay a small membership fee which entitles them to make decisions regarding funds raised by the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The membership elects an executive board to make decision between meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Most decisions made by the executive board must be approved by the membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is filed after the previous board has been replaced and the president of the board signs the work product.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0361869
IRS990/TotalAssetsEOYAmt0325499
IRS990/TotalAssetsGrp/BOYAmt0361869
IRS990/TotalAssetsGrp/EOYAmt0325499
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt013873
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0600
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109747
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110347
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt015
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0361854
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0325499
IRS990/TotalProgramServiceExpensesAmt0109747
IRS990/TotalRevenueGrp/ExclusionAmt0307657
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018268
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0339798
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0361869
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0325499
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0361854
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0325499
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08390 Westview Drive
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0770556738
IRS990/VotingMembersGoverningBodyCnt051
IRS990/VotingMembersIndependentCnt051
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BIBBIN GILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07133654080
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA Texas Congress5336 Valley Oaks Elementary
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0746086286
ReturnHeader/Filer/PhoneNum07133654080
ReturnHeader/Filer/USAddress/AddressLine1Txt08390 Westview Drive
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0770556738
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId089DBBF07F76DB50DD9A0FA59E4135973548424EA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId089DBBF07F76DB50DD9A0FA59E4135973548424EA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.9.83.33
ReturnHeader/FilingSecurityInformation/IPDt02018-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:40:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Associated Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 431158
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077243
ReturnHeader/PreparerPersonGrp/PhoneNum02815978868
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JB FLYNN EA
ReturnHeader/ReturnTs02018-09-25T15:40:44-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
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.$1.19$0.00$1.19$0.59$0.15$0.45
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.70$0.19$0.51
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.54$0.16$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.52$0.13$0.39
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.17$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.43$0.11$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.43$0.12$0.31
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.34$0.11$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.29$0.10$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.25$0.10$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.28$0.07$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.27$0.30$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.06
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.19$0.14$0.07$0.07
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$0.13$0.08$0.04