Civic Intelligence

PTA Texas Congress 5457 Riverwood Middle

990 • Fiscal year 2024 • EIN 76-0341091

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

2910 High Valley DriveKingwood, TX 77345

(713) 447-1343

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

62nd percentile

9.9%

Higher net margin than 62% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$56,639

No earlier filing loaded for comparison.

Net Assets

$55,764

No earlier filing loaded for comparison.

Liabilities

$875

No earlier filing loaded for comparison.

Revenue

$53,676

No earlier filing loaded for comparison.

Expenses

$48,358

No earlier filing loaded for comparison.

Net Income

$5,318

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2024: $56,639Liabilities 2024: $875Net Assets 2024: $55,7642024Assets 2025: $40,401Net Assets 2025: $40,4012025

Highlighted filing

2024

Assets$56,639
Liabilities$875
Net Assets$55,764

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2024: $53,676Expenses 2024: $48,358Net Income 2024: $5,3182024Revenue 2025: $41,790Expenses 2025: $57,153Net Income 2025: -$15,3632025

Highlighted filing

2024

Revenue$53,676
Expenses$48,358
Net Income$5,318
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$90,039
Mission and Program Overview

Mission

Riverwood Middle School PTA's mission is to enhance student education through enrichment programs, support our faculty and staff, and building a strong community for our children to learn and grow.

Riverwood_Middle School PTAs mission is to enhance student education_through enrichment programs, support our faculty and staff, and build a strong community for our children to learn and grow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$50,594$56,639▲ $6,045
Total Assets$50,594$56,639▲ $6,045
Liabilities
Accounts Payable and Accrued Expenses$148$875▲ $727
Total Liabilities$148$875▲ $727
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$50,446$55,764▲ $5,318
Total Net Assets Fund Balance$50,446$55,764▲ $5,318
Total Liabilities and Net Assets / Fund Balance$50,594$56,639▲ $6,045
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kaley McDanielPresident
Nidi AlvaradoVice President
Dawn PeterFaculty Representative
Tricia RacineHistorian
Katie SmithParliamentarian
Matthew RoserPrincipal
Emily WillenborgSecretary
Melissa WolfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,911
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$32,765
All Other Contributions
$13,428
Change in Net Assets
$5,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,294
Other Expenses$24,064
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,500--$22,500
Other Expenses$1,927$19,732-$19,732
Grants to Domestic Individuals$1,794--$1,794
Information Technology-$885-$885
Insurance-$425-$425
Office Expenses-$396-$396
Total Functional Expenses$26,221$22,137$0$48,358
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Riverwood Middle SchoolKingwood, TX-Locker Removal Mural$22,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$69,128
Fundraising Direct Expenses$36,363
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$69,128$54,578$1,760$52,818
Total Events$69,128$54,578$40,008$14,570
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 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
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Riverwood_Middle School PTAs mission is to enhance student education_through enrichment programs, support our faculty and staff, and build a strong community for our children to grow. Riverwood School PTA has 8 voting members, and 8 independent voting members of the governing body, as well as 50 volunteers.

Member election for additional members Part VI line 7A

Members are elected annually positions.

Governing body decisions Part VI line 7B

Riverwood_Middle School PTAs_governing documents {bylaws and standing rules) are available on its website, by request, and filed_with ----- Texas_PTA. Financial statements are presented at every_board meeting and general membership meeting and included in meeting minutes---- which_are available to_all PTA members by request. All officers, board members,_and committee chairs are_required to sign the------------------- Confidentiality, Ethics, and Conflict of Interest agreement at the beginning of each fiscal year. Those are kept on file by the secretary and ______ _ available upon _request

Form 990 governing body review Part VI line 11

______________________________________________________________________ _ The draft 990 was emailed to all officers of Riverwood Middle School PTA and they were given a chance to_review and comment on it ___________ _ before filing.-

Conflict of interest policy compliance Part VI line 12C

Riverwood_Middle School PTAs_governing documents {bylaws and standing rules) are available on its website, by request, and filed_with ----- Texas_PTA. Financial statements are presented at every_board meeting and general membership meeting and included in meeting minutes---- which_are available to_all PTA members by request. All officers, board members,_and committee chairs are_required to sign the------------------- Confidentiality, Ethics, and Conflict of Interest agreement at the beginning of each fiscal year. Those are kept on file by the secretary and ______ _ available upon _request.Reimbursement of expenditures must be approved_by the committee chair and treasurer, and checks must be signed by the treasurer and ---- president or_1st VP. Multiple layers of approvals help ens

Governing documents etc available to public Part VI line 19

Riverwood_Middle School PTAs_governing documents {bylaws and standing rules) are available on its website, by request, and filed_with ----- Texas_PTA. Financial statements are presented at every_board meeting and general membership meeting and included in meeting minutes---- which_are available to_all PTA members by request. All officers, board members,_and committee chairs are_required to sign the------------------- Confidentiality, Ethics, and Conflict of Interest agreement at the beginning of each fiscal year. Those are kept on file by the secretary and ______ _ available upon _request.

Filing and Contact Details

Filer

Filer Name
Pta Texas Congress
EIN
76-0341091
Address
2910 High Valley Drive, Kingwood, TX 77345
Doing Business As
Riverwood Middle School PTA

Signing Officer

Name
Kaley Mcdaniel
Title
President
Phone
7134471343
Signed
2024-11-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Kaley McDaniel
Formed
1991
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
50

Preparer

Firm
The Accounting Agency LLC
Address
1525 Lakeville Dr, Kingwood, TX 77339
Preparer
Laura Milner Bailey
Phone
8322268479
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RIVERWOOD MIDDLE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0746001421
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02910 HIGH VALLEY
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The principal_of Riverwood Middle School presents a proposal for what he would_like to spend the grant money on. The board and general membership of Riverwood Middle_School PTA vote on the proposal. The money is given along wtih a_donation_letter that_notes it must be used_within 12 months of receipt for the purpose declared,_in accordance with Texas PTA policies. The principal and/or faculty rep report back regularly at board meetings on how the money is being spent and the PTA board verifies these claims.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Riverwood_Middle School PTAs mission is to enhance student education_through enrichment programs, support our faculty and staff, and build a strong community for our children to grow. Riverwood School PTA has 8 voting members, and 8 independent voting members of the governing body, as well as 50 volunteers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members are elected annually positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Riverwood_Middle School PTAs_governing documents {bylaws and standing rules) are available on its website, by request, and filed_with ----- Texas_PTA. Financial statements are presented at every_board meeting and general membership meeting and included in meeting minutes---- which_are available to_all PTA members by request. All officers, board members,_and committee chairs are_required to sign the------------------- Confidentiality, Ethics, and Conflict of Interest agreement at the beginning of each fiscal year. Those are kept on file by the secretary and ______ _ available upon _request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3______________________________________________________________________ _ The draft 990 was emailed to all officers of Riverwood Middle School PTA and they were given a chance to_review and comment on it ___________ _ before filing.-
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Riverwood_Middle School PTAs_governing documents {bylaws and standing rules) are available on its website, by request, and filed_with ----- Texas_PTA. Financial statements are presented at every_board meeting and general membership meeting and included in meeting minutes---- which_are available to_all PTA members by request. All officers, board members,_and committee chairs are_required to sign the------------------- Confidentiality, Ethics, and Conflict of Interest agreement at the beginning of each fiscal year. Those are kept on file by the secretary and ______ _ available upon _request.Reimbursement of expenditures must be approved_by the committee chair and treasurer, and checks must be signed by the treasurer and ---- president or_1st VP. Multiple layers of approvals help ens
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Riverwood_Middle School PTAs_governing documents {bylaws and standing rules) are available on its website, by request, and filed_with ----- Texas_PTA. Financial statements are presented at every_board meeting and general membership meeting and included in meeting minutes---- which_are available to_all PTA members by request. All officers, board members,_and committee chairs are_required to sign the------------------- Confidentiality, Ethics, and Conflict of Interest agreement at the beginning of each fiscal year. Those are kept on file by the secretary and ______ _ available upon _request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt055764
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IRS990/TotalOtherProgSrvcExpenseAmt010549
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053676
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt056639
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IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0riverwoodpta.membershiptoolkit.com/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KALEY MCDANIEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07134471343
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA TEXAS CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAT
ReturnHeader/Filer/EIN0760341091
ReturnHeader/Filer/USAddress/AddressLine1Txt02910 High Valley Drive
ReturnHeader/Filer/USAddress/CityNm0Kingwood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077345
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883550789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Accounting Agency LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01525 Lakeville Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kingwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077339
ReturnHeader/PreparerPersonGrp/PhoneNum08322268479
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Milner Bailey
ReturnHeader/ReturnTs02024-11-15T16:27:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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