Civic Intelligence

PTA Congress 5704 Pattison Elementary PTA

990 • Fiscal year 2024 • EIN 76-0287556

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 15, 2024

19910 Stonelodge StKaty, TX 77450

(281) 237-5450

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-10%

Faster asset growth than 32% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-15%

Faster revenue growth than 30% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$124,299

Down $14,121 (-10%) from 2023

Net Assets

Down

$124,299

Down $14,055 (-10%) from 2023

Liabilities

Down

$0

Down $66 (-100%) from 2023

Revenue

Down

$113,254

Down $19,313 (-15%) from 2023

Expenses

Up

$127,309

Up $52,558 (+70%) from 2023

Net Income

Down

-$14,055

Down $71,871 (-124%) from 2023

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $24,239Liabilities 2011: $02011Assets 2012: $25,699Liabilities 2012: $02012Assets 2013: $29,222Liabilities 2013: $0Net Assets 2013: $29,2222013Assets 2014: $82,079Liabilities 2014: $02014Assets 2015: $119,717Net Assets 2015: $119,7172015Assets 2016: $84,591Net Assets 2016: $84,5912016Assets 2017: $105,092Net Assets 2017: $105,0922017Assets 2018: $46,058Net Assets 2018: $46,0582018Assets 2019: $32,504Liabilities 2019: $0Net Assets 2019: $32,5042019Assets 2020: $67,019Liabilities 2020: $0Net Assets 2020: $67,0192020Assets 2021: $51,236Liabilities 2021: $0Net Assets 2021: $51,2362021Assets 2022: $81,200Liabilities 2022: $662Net Assets 2022: $80,5382022Assets 2023: $138,420Liabilities 2023: $66Net Assets 2023: $138,3542023Assets 2024: $124,299Liabilities 2024: $0Net Assets 2024: $124,2992024Assets 2025: $119,325Liabilities 2025: $1,094Net Assets 2025: $118,2312025

Highlighted filing

2024

Assets$124,299
Liabilities$0
Net Assets$124,299

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $59,630Expenses 2011: $69,432Net Income 2011: -$9,8022011Revenue 2012: $65,364Expenses 2012: $63,904Net Income 2012: $1,4602012Revenue 2013: $88,609Expenses 2013: $85,086Net Income 2013: $3,5232013Revenue 2014: $109,266Expenses 2014: $57,261Net Income 2014: $52,0052014Revenue 2015: $101,200Expenses 2015: $37,324Net Income 2015: $63,8762015Revenue 2016: $97,147Expenses 2016: $132,273Net Income 2016: -$35,1262016Revenue 2017: $85,717Expenses 2017: $65,216Net Income 2017: $20,5012017Revenue 2018: $84,960Expenses 2018: $143,994Net Income 2018: -$59,0342018Revenue 2019: $105,823Expenses 2019: $119,869Net Income 2019: -$14,0462019Revenue 2020: $91,157Expenses 2020: $56,253Net Income 2020: $34,9042020Revenue 2021: $40,277Expenses 2021: $56,060Net Income 2021: -$15,7832021Revenue 2022: $126,286Expenses 2022: $96,582Net Income 2022: $29,7042022Revenue 2023: $132,567Expenses 2023: $74,751Net Income 2023: $57,8162023Revenue 2024: $113,254Expenses 2024: $127,309Net Income 2024: -$14,0552024Revenue 2025: $161,496Expenses 2025: $167,589Net Income 2025: -$6,0932025

Highlighted filing

2024

Revenue$113,254
Expenses$127,309
Net Income-$14,055
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 15, 2024
Return Version
2023v5.1
Gross Receipts
$179,146
Mission and Program Overview

Mission

Child advocacy

To support pattison elementary students and teachers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$138,420$124,299▼ $14,121
Total Assets$138,420$124,299▼ $14,121
Liabilities
Accounts Payable and Accrued Expenses$66--
Total Liabilities$66$0▼ $66
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$138,354$124,299▼ $14,055
Total Net Assets Fund Balance$138,354$124,299▼ $14,055
Total Liabilities and Net Assets / Fund Balance$138,420$124,299▼ $14,121
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tiffani HarringtonPresident
Tam Nguyen1st VP Programs
Amy Homer2nd VP Membership
Khristina Ballard3rd VP Ways Means
Lauren Rosenberg4th VP Volunteers
Joanna LaedingParliamentarian
Ann BussSecretary
Griselda MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,826
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$111,428
All Other Contributions
$463
Change in Net Assets
$-14,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,309
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$122,148--$122,148
Office Expenses-$2,150-$2,150
Fees for Services Accounting-$1,045-$1,045
Insurance-$935-$935
Other Expenses-$906-$906
Total Functional Expenses$122,148$5,161$0$127,309
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$151,968
Fundraising Direct Expenses$52,877
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall$85,528$85,528$13,023$72,505
Auction$45,878$45,878$15,578$30,300
Total Events$151,968$151,968$52,576$99,392
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
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

President and treasurer reviewed 990 tax form before it was

Part VI Line 11B

FILED WITH THE IRS

Part VI Line 19

These policies were available upon request

Filing and Contact Details

Filer

Filer Name
Pta Congress 5704 Pattison Elementary Pta
EIN
76-0287556
In Care Of
% GRISELDA MILLER
Address
19910 STONELODGE ST, Katy, TX 77450

Signing Officer

Name
Griselda Miller
Title
Treasurer
Phone
2812375450
Signed
2024-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Griselda Miller
Legal Domicile
TX
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
600

Preparer

Firm
Mea Tax Service Inc
Address
411 PARK GROVE STE 720, KATY, TX 77450
Preparer
Thelma S Fundora
Phone
8327687234
Supplemental Narrative

Additional Explanations

Part IX Line 24E

MOTHER SON GAME NIGHT Total expenses - $3637.00 Program service expenses - $3637.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

FATHER DAUGHTER DANCE Total expenses - $4471.00 Program service expenses - $4471.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

HOMEROOM FUND Total expenses - $7665.00 Program service expenses - $7665.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

HOSPITALITY Total expenses - $8256.00 Program service expenses - $8256.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

FIFTH GRADE PARTY Total expenses - $5341.00 Program service expenses - $5341.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

SOCK HOP FUND Total expenses - $1643.00 Program service expenses - $1643.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

TEACHER APPRECIATION Total expenses - $5194.00 Program service expenses - $5194.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

PROGRAM FUNDS Total expenses - $76676.00 Program service expenses - $76676.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

TEACHER CLASSROOM Total expenses - $1602.00 Program service expenses - $1602.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

MISCELLANEOUS Total expenses - $7663.00 Program service expenses - $7663.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part III Line 4D

Expenses: $3637.00 including grants of: $0.00 Revenue: $0.00

Part III Line 4D

MOTHER/SON EVENT

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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/OtherDirectExpensesEvent1Amt013023
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt015578
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT AND TREASURER REVIEWED 990 TAX FORM BEFORE IT WAS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILED WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE POLICIES WERE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MOTHER SON GAME NIGHT Total expenses - $3637.00 Program service expenses - $3637.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FATHER DAUGHTER DANCE Total expenses - $4471.00 Program service expenses - $4471.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOMEROOM FUND Total expenses - $7665.00 Program service expenses - $7665.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOSPITALITY Total expenses - $8256.00 Program service expenses - $8256.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FIFTH GRADE PARTY Total expenses - $5341.00 Program service expenses - $5341.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SOCK HOP FUND Total expenses - $1643.00 Program service expenses - $1643.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TEACHER APPRECIATION Total expenses - $5194.00 Program service expenses - $5194.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PROGRAM FUNDS Total expenses - $76676.00 Program service expenses - $76676.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TEACHER CLASSROOM Total expenses - $1602.00 Program service expenses - $1602.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS Total expenses - $7663.00 Program service expenses - $7663.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Expenses: $3637.00 including grants of: $0.00 Revenue: $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MOTHER/SON EVENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Part III Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Part III Line 4d
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0138420
IRS990/TotalAssetsEOYAmt0124299
IRS990/TotalAssetsGrp/BOYAmt0138420
IRS990/TotalAssetsGrp/EOYAmt0124299
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01826
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05161
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122148
IRS990/TotalFunctionalExpensesGrp/TotalAmt0127309
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt066
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt066
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0138354
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0124299
IRS990/TotalOtherProgSrvcExpenseAmt03637
IRS990/TotalProgramServiceExpensesAmt089978
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113254
IRS990/TotalVolunteersCnt0600
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0138420
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0124299
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt019910 STONELODGE ST
IRS990/USAddress/CityNm0KATY
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077450
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GRISELDA MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02812375450
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CONGRESS 5704 PATTISON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0760287556
ReturnHeader/Filer/InCareOfNm0% GRISELDA MILLER
ReturnHeader/Filer/USAddress/AddressLine1Txt019910 STONELODGE ST
ReturnHeader/Filer/USAddress/CityNm0Katy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264702000
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEA TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0411 PARK GROVE STE 720
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KATY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077450
ReturnHeader/PreparerPersonGrp/PhoneNum08327687234
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THELMA S FUNDORA
ReturnHeader/ReturnTs02024-08-15T09:33:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$1.61$1.68$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.13$1.27$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.33$0.75$0.58
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.81$1.26$0.97$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.40$0.56$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.91$0.56$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.06$1.20$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.85$1.44$0.59
2017Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.86$0.65$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.97$1.32$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.20$1.20$1.01$0.37$0.64
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$1.09$0.57$0.52
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$0.89$0.85$0.04
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.65$0.64$0.01
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.60$0.69$0.10