Civic Intelligence

5392 Wilchester Elementary PTA Congress

990 • Fiscal year 2020 • EIN 74-6086293

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 01, 2021

13618 St Marys LaneHouston, TX 77079-3440

(713) 251-7700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-65%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-29%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-56%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$248,362

Down $103,453 (-29%) from 2019

Net Assets

Down

$248,362

Down $103,453 (-29%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$165,629

Down $206,736 (-56%) from 2019

Expenses

Down

$274,069

Down $62,149 (-18%) from 2019

Net Income

Down

-$108,440

Down $144,587 (-400%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $246,439Liabilities 2011: $0Net Assets 2011: $246,4392011Assets 2012: $165,287Liabilities 2012: $0Net Assets 2012: $165,2872012Assets 2013: $258,395Liabilities 2013: $0Net Assets 2013: $258,3952013Assets 2014: $195,129Liabilities 2014: $0Net Assets 2014: $195,1292014Assets 2015: $350,988Liabilities 2015: $0Net Assets 2015: $350,9882015Assets 2016: $255,508Liabilities 2016: $0Net Assets 2016: $255,5082016Assets 2017: $411,716Liabilities 2017: $0Net Assets 2017: $411,7162017Assets 2018: $315,668Liabilities 2018: $0Net Assets 2018: $315,6682018Assets 2019: $351,815Liabilities 2019: $0Net Assets 2019: $351,8152019Assets 2020: $248,362Liabilities 2020: $0Net Assets 2020: $248,3622020Assets 2021: $471,480Liabilities 2021: $0Net Assets 2021: $471,4802021Assets 2022: $375,830Liabilities 2022: $0Net Assets 2022: $375,8302022Assets 2023: $800,712Liabilities 2023: $9,173Net Assets 2023: $791,5392023Assets 2024: $594,255Liabilities 2024: $3,776Net Assets 2024: $590,4792024Assets 2025: $946,015Liabilities 2025: $2,819Net Assets 2025: $943,1962025

Highlighted filing

2020

Assets$248,362
Liabilities$0
Net Assets$248,362

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $268,767Expenses 2011: $151,870Net Income 2011: $116,8972011Revenue 2012: $135,556Expenses 2012: $216,708Net Income 2012: -$81,1522012Expenses 2013: $280,1382013Revenue 2014: $180,578Expenses 2014: $243,844Net Income 2014: -$63,2662014Revenue 2015: $396,624Expenses 2015: $240,765Net Income 2015: $155,8592015Revenue 2016: $197,186Expenses 2016: $292,666Net Income 2016: -$95,4802016Revenue 2017: $436,990Expenses 2017: $280,782Net Income 2017: $156,2082017Revenue 2018: $162,432Expenses 2018: $259,399Net Income 2018: -$96,9672018Revenue 2019: $372,365Expenses 2019: $336,218Net Income 2019: $36,1472019Revenue 2020: $165,629Expenses 2020: $274,069Net Income 2020: -$108,4402020Revenue 2021: $404,482Expenses 2021: $183,112Net Income 2021: $221,3702021Revenue 2022: $188,002Expenses 2022: $283,652Net Income 2022: -$95,6502022Revenue 2023: $707,740Expenses 2023: $289,762Net Income 2023: $417,9782023Revenue 2024: $184,099Expenses 2024: $385,159Net Income 2024: -$201,0602024Revenue 2025: $793,666Expenses 2025: $440,949Net Income 2025: $352,7172025

Highlighted filing

2020

Revenue$165,629
Expenses$274,069
Net Income-$108,440
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 1, 2021
Return Version
2019v5.2
Gross Receipts
$245,218
Mission and Program Overview

Mission

The wilchester pta exists to promote the welfare of children at home, at school, and in the community through various activities and enrichment programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$190,883$191,009▲ $126
Cash and Non-Interest-Bearing Accounts$160,932$57,353▼ $103,579
Total Assets$351,815$248,362▼ $103,453
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$351,815$248,362▼ $103,453
Total Net Assets Fund Balance$351,815$248,362▼ $103,453
Total Liabilities and Net Assets / Fund Balance$351,815$248,362▼ $103,453
Compensation and Service Providers

Board Members and Trustees

NameTitle
Courtney RobertsonPresident
Rebecca JanesCorrespondence
Laura MinyardParliamentarian
Cassie GreenwaySecretary
Tabatha UrechTreasurer
Paige KeracikVP Budget
Lisa BrownVP Communication
Kristin BroussardVP of Programs
Cristi HicksVP Ways and Means
Revenue and Support

Revenue Composition

Contributions and Grants
$84,736
Program Service Revenue
$7,753
Investment Income
$126
Other Revenue
$73,014
All Other Contributions
$83,528
Change in Net Assets
$-108,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$242,375
Other Expenses$31,694
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$242,375--$242,375
Office Expenses-$1,227-$1,227
Fees for Services Accounting-$750-$750
Other Expenses$5,114$610-$610
Insurance-$425-$425
All Other Expenses$105$100-$205
Total Functional Expenses$270,957$3,112$0$274,069
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wilchester ElementaryHouston, TX-Classroom Support, Enrichment Programs, Staff Development, School Equipment, Yearbooks, Directories, Etc.$242,375
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$106,452
Fundraising Direct Expenses$56,253
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$73,947$73,947$34,629$39,318
Carnival$30,344$30,344$21,624$8,720
Total Events$106,452$106,452$56,253$50,199
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The officers of the wilchester pta will review the form 990 after the paid preparer completes the initial draft of the return.

Form 990, Part VI, Section C, Line 19

All governing documents and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
5392 Wilchester Elementary Pta Congress
EIN
74-6086293
Phone
7132517700
Address
13618 ST MARYS LANE, HOUSTON, TX 77079-3440

Signing Officer

Name
Ashley Kerr
Title
Pta Treasurer
Phone
7135012936
Signed
2021-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Kerr
Formed
1967
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
741

Preparer

Firm
Jtjones Pllc
Address
1500 CITYWEST BLVD STE 450, HOUSTON, TX 77042
Preparer
John T Jones CPA
Phone
7132785100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Reversal of program expenses from prior periods - checks voided 4,987.

Raw XML AppendixShowing 400 of 438 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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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0165901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0456703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0209885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0541603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0183636
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01557728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0126
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0152
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0152
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0152
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0216
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0798
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97380
IRS990ScheduleA/PublicSupportPY509Pct00.97600
IRS990ScheduleA/PublicSupportTotal509Amt01882786
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt011697
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt015268
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt07115
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt015770
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt049850
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0248468
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0516444
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0262994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0618126
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0286604
IRS990ScheduleA/Total509Grp/TotalAmt01932636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0248594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0516596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0263146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0618278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0286820
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01933434
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056253
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt073947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt02161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0106452
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt073947
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt030344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02161
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0106452
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt050199
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt056253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034629
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021624
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/IndividualWithBooksNm0PART OF PTA TREASURERS BOOKS
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt013618 ST MARYS LANE
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0HOUSTON
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0TX
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd077079
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0242375
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CLASSROOM SUPPORT, ENRICHMENT PROGRAMS, STAFF DEVELOPMENT, SCHOOL EQUIPMENT, YEARBOOKS, DIRECTORIES, ETC.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILCHESTER ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientEIN0746001379
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt013618 ST MARYS LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077079
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL PROCEEDS DERIVED ARE FOR THE PURPOSE OF ENHANCING THE STUDENTS LEARNING EXPERIENCE AT WILCHESTER ELEMENTARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS OF THE WILCHESTER PTA WILL REVIEW THE FORM 990 AFTER THE PAID PREPARER COMPLETES THE INITIAL DRAFT OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVERSAL OF PROGRAM EXPENSES FROM PRIOR PERIODS - CHECKS VOIDED 4,987.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0351815
IRS990/TotalAssetsEOYAmt0248362
IRS990/TotalAssetsGrp/BOYAmt0351815
IRS990/TotalAssetsGrp/EOYAmt0248362
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt084736
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03112
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0270957
IRS990/TotalFunctionalExpensesGrp/TotalAmt0274069
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0351815
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0248362
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt087589
IRS990/TotalOtherProgSrvcGrantAmt059007
IRS990/TotalOtherProgSrvcRevenueAmt030568
IRS990/TotalProgramServiceExpensesAmt0270957
IRS990/TotalProgramServiceRevenueAmt07753
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt050325
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030568
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165629
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0741
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0351815
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0248362
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.46$0.03$9.43$7.94$4.41$3.53
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.04$5.90$1.84$3.85$2.01
2023Detailed filing. Detailed filing data is available for this year.$8.01$0.09$7.92$7.08$2.90$4.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$0.00$3.76$1.88$2.84$0.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$4.04$1.83$2.21
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$1.66$2.74$1.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$3.72$3.36$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$1.62$2.59$0.97
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$4.37$2.81$1.56
2016Summary only. Only limited summary data is available for this year.$2.56$0.00$2.56$1.97$2.93$0.95
2015Summary only. Only limited summary data is available for this year.$3.51$0.00$3.51$3.97$2.41$1.56
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.81$2.44$0.63
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.00$2.58$2.80
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$1.36$2.17$0.81
2011Summary only. Only limited summary data is available for this year.$2.46$0.00$2.46$2.69$1.52$1.17